Egnyte auto-identifies document types specific to the Architecture, Engineering, and Construction industry using a Small Language Model (SLM). These document types are saved as tags on the file, enabling a number of downstream workflows such as enhanced retrieval and discovery of content based on document type.
- For customers on an AEC Essentials plan, any file that is uploaded to a newly created Project in Egnyte will automatically be classified.
- For customers on an AEC Elite or AEC Ultimate plan, any file that is uploaded anywhere in their domain will automatically be classified.
- The feature is currently available to a limited number of customers. To request this feature contact our Products team.
Supported Files
The supported list of available industry document types is below:
- Addendum
- Bulletin
- Certificate of Insurance
- Change Order
- Contracts
- Schedule
- Daily Report
- Drawing
- Engineering Report
- Inspection Reports
- Meeting Minutes
- O&M Manual
- Project Data Sheet
- Proposal
- Punch List
- Request for Information (RFI)
- Request for Proposal (RFP)
- Request for Qualification (RFQ)
- Resume
- Safety Report
- Specification
- Submittal
- T&M Ticket
- Warranty
- Building Code
- Coordination Model
- GIS or Geospatial Data
- 3D Model or Visualization
- Point Cloud or Reality Capture Scan
- Structural or Civil Engineering Design
- Drafting or Modeling Content
- Additional classes can be further added in the future upon customer request.
- If a file is uploaded that does not match one of these classes, no tag will be applied on the file.
Viewing or Modifying Tags
Once a file is automatically tagged with a document type, this document type is visible in a few locations.
From the file listing via the Document Type column.
Users can hover over the file and click on the Edit icon to change the document type.From the AI Assistant tab in file preview.
Users with permissions can modify the document type from here by selecting the Modify option.From the Tags option in file preview.
Users with permissions can modify the document type from here by selecting the Edit tags option.
Leveraging Document Tags
There are a number of reasons to want to tag the files with document type including but not limited to, automatically initiating content lifecycle policies, automatically initiating workflows, and more. However, the most common use case is basic search and retrieval of a specific document type.
There are three primary ways to leverage these auto-applied document tags for search and retrieval.
- Advanced search - Search for a specific document type within the Egnyte Document tags section.
- Browse by Metadata Tags - Easily navigate through the content by selecting a tag value to view a flat list of files that match the selected tag.
- Egnyte’s AI Assistant - The document tags will be ingested by Egnyte AI and provide context for better retrieval results when using Egnyte’s AI Assistant.