Add documents to AI models

You can manually add selected documents to the AI models for Epiq Assist and Predictive Coding.

When you add documents to a Predictive Coding model, the system transfers the coding values associated with the documents.

The AI models works with documents that have an Extracted Text Size greater than 0. If any documents you want to model do not meet that criteria, use the Modify Document Action to adjust the content of this field.

To manually add selected documents to an AI model, complete the following procedure.

1. In the Main Menu, select Review.

2. Identify the document population.

   • Optional. To quickly reference the document population for a model, move the documents to a folder or saved search.

   • Verify that all documents in this population contain Extracted Text. Use Search Builder to find any documents in the population with Extracted Text Size of 0. If any exist, use the Modify Metadata option of the Modify Document Action to increase the Extracted Text Size field value to greater than 0. For more information, refer to Use Search Builder and Create or modify metadata in Review.

3. In the Document Actions pane, click AI Model.

4. In Job Name, type a name to identify the job.

5. In Model Type, select one of the following. The options that appear are enabled on your system.

   • Epiq Assist. Adds documents to the Epiq Assist model.

   • Predictive Coding. Adds documents to the selected Predictive Coding model.

   • Epiq Assist and Predictive Coding. Adds documents to both the Epiq Assist model and the selected Predictive Coding model.

6. When you add documents to a Predictive Coding model, in Predictive Coding Model, select the model you want to update.

7. Click Submit.

8. You can view the status and details of the AI Model job in the Jobs Overview page or the JOBS page in Inspect or Review.