Upload PDF documents

PDFs are ideal for structured information — menus, service catalogs, intake forms, and policy handouts. Upload them once and your assistant can answer detailed questions.

Best practices

• Use text-based PDFs when possible (exported from Word or Google Docs).
• Name files clearly: 2026-Spring-Menu.pdf, not scan001.pdf.
• Remove outdated versions after uploading replacements.

Upload steps

1. Go to Knowledge → Add source → PDF.
2. Select your file (most portals allow up to several megabytes).
3. Wait for processing.
4. Review extracted text in the import review screen.

Scanned PDFs

Phone scans and faxed documents still work, but handwriting and low contrast reduce accuracy. Re-scan with good lighting or retype critical prices in manual editing.

Real-world example

A landscaping company uploads its seasonal maintenance packages PDF. Customers text "What's included in the gold plan?" and get a summary pulled from the document — plus a note to call for custom quotes on large properties.

If something looks wrong

Open fixing mistakes to edit or remove bad extractions. You can delete a PDF source entirely without affecting other knowledge.