Data Hub, formerly the Private Documents Catalog, is where you can upload and organize your own collection of documents in the HData Library. Upload your own files here when:
- The files you want to query with AI are not publicly available and should therefore be kept confidential and secure
- The documents you want to query with AI are not already available through an HData catalog in the Library
Data Hub supports PDF, PPT, TXT, HTML and Doc files.
In addition to storing your private documents, Data Hub is also the home for your Regulatory AI sessions and Saved Searches.
With Regulatory AI sessions in Data Hub, you can:
- Store and organize sessions
- Store content generated by RegAI (marked-up file citations)
With Saved Searches, you can:
- Save queries, filters, and sorting preferences across any catalog view for easy reuse
- Add optional descriptions and email notifications
- Organize, share, and tag saved searches like any other file
Saved Searches replaces the "Create an Alert" feature. Existing alerts will be migrated to saved searches.
Getting Started
In the HData Library, access Data Hub from the My Catalogs menu.
In Data Hub, there are three default drives. All three can contain files and folders:
My Drive
Upload and view files and folders that are only accessible to you.
Shared With Me
View files and folders that other users have shared with you.
Company Drive
Upload and view files and folders that all HData users in your account can access.
Trash
Files moved to trash can be restored for 30 days, after which they will be permanently deleted.
Adding Folders
Add a new folder within My Drive or Company Drive by selecting Create Folder in the top right of your view, and name the folder. Folders also support tags for an additional option to organize information at the folder level.
Uploading Files
New files can be uploaded to My Drive, Company Drive, and folders within these environments. To upload files, navigate to the folder where you would like the files to be located. Select the Upload Files icon in the top right of your view. Tagging is also available at the file level.
File Sharing and Permissions
Folders and files can be shared with other users in your HData account. To share a folder or file, right click on the item name and select Share File.
You will then select from a list of users in your HData account with whom to share the file. Once users are selected, you will see the option to define each user’s permission as Edit, View, or to remove the user from the selection:
- Users with Edit permission can share, upload, delete, move, rename, or tag a folder or file.
- Users with View permission can only view the folder or files shared with them.
In the Folder Sharing and File Sharing views, a direct link to the content in the HData platform is also visible to copy and share directly with other users once they have folder or file permissions to access the content.
Sharing with individual users is available from My Drive. To share a folder or file with all users in your HData account, content should be uploaded or moved to the Company Drive.
The right click option on folders and files also allows you to edit, move, download, or delete the content.
The following rules apply to file sharing, folder sharing, and user permissions:
- When a folder is shared, all files in that folder at the time of sharing or added after the time of sharing, will be available to all users who have access to the folder.
- Deleting or moving content deletes or moves the content for all users with whom the content is directly shared.
- When a shared file or folder is deleted, it will no longer appear in the Shared With Me drive for users with whom the content was previously shared.
- When a folder is created within another folder, the permissions of the parent folder are applied to all folders within it.
Note that options to edit, share, move, and delete a file are also available when viewing the individual file.
Regulatory AI Sessions
With Regulatory AI sessions in Data Hub, you can:
- Store and organize sessions
- Store content generated by RegAI (marked-up file citations)
To access your Regulatory AI sessions in Data Hub navigate to My Drive, where you will find a subfolder called Saved Content. Here you can find and organize your Regulatory AI sessions.
Additional Options
Data Hub offers all major features available in the other HData Library Catalogs, including:
- Keyword search
- Advanced search
- File search filters
- Regulatory AI
These powerful features enable you to efficiently organize, search, and query your own files in the HData platform.
Questions?
If you still need assistance with Data Hub, please contact support@hdata.us.