Document Handling
Learn how to analyze, process, and work with documents in AI SecureChat
One of AI SecureChat’s most powerful features is its ability to process and analyze documents. This guide explains how to effectively work with documents to extract insights, answer questions, and leverage information from your files.
Supported Document Types
AI SecureChat can process a wide range of document formats:
Text Documents
PDF, Word (.docx, .doc), Text (.txt), RTF
Spreadsheets
Excel (.xlsx, .xls), CSV, TSV
Presentations
PowerPoint (.pptx, .ppt), Google Slides
Images
PNG, JPG, JPEG, GIF, WebP (with text extraction)
.eml, .msg files
Markdown
.md, .markdown files
Uploading Documents
Access the upload function
Click the upload button (📎) in the message input area.
Alternatively, you can drag and drop files directly into the chat area.
Select documents
Choose one or more files from your computer in the file selection dialog.
You can select multiple files by holding Ctrl (or Cmd on Mac) while clicking, or select a range with Shift.
Wait for processing
The documents will be uploaded and processed. A progress indicator will show status.
Processing time varies based on:
- Document size and complexity
- Number of pages
- Document format
- Current system load
Verify successful upload
Once processing is complete, you’ll see the document(s) displayed in the conversation.
The AI will typically acknowledge that it can now answer questions about the document.
Document Size and Quantity Limits
Be aware of the following limitations when working with documents:
| Limitation | Default Value | Notes |
|---|---|---|
| Maximum file size | 50MB per file | For optimal performance, keep files under 20MB |
| Maximum pages | 300 pages per document | Longer documents may be truncated |
| Files per upload | 10 files simultaneously | Can upload additional files in subsequent actions |
| Files per conversation | 25 files | Consider starting a new conversation for additional files |
These limits may vary based on your organization’s Prisme.ai configuration. Contact your administrator for specific limitations in your environment.
Analyzing Documents
Once your document is uploaded, you can interact with it in several ways:
Basic Document Questions
Common question types: Summarize this document in 3 paragraphs. What are the key points on page 5? Extract all the tables from this document. List all the action items mentioned in the meeting minutes.
Advanced Document Analysis
More sophisticated requests: Compare the financial projections in Q1 versus Q3 from this report. What trends do you notice in the customer feedback data? Identify potential risks mentioned throughout the document and suggest mitigation strategies. Extract and organize the technical specifications into a structured format.
Working with Multiple Documents
When analyzing several documents together: Compare the approach outlined in document 1 with the methodology in document 2. Synthesize the findings from all three research papers. Find contradictions between the policy document and the implementation guide. Create a timeline of events based on all the uploaded meeting minutes.
Document Management in Conversations
Manage documents within your conversations for optimal organization:
View document list
Click the “Documents” tab in the sidebar to see all documents in the current conversation.
The list shows document names, types, and upload times.
Focus on specific documents
To direct the AI to focus on particular documents, you can use the document selector:
Select one or more documents to limit the AI’s focus to just those documents.
Advanced Document Processing Features
AI SecureChat offers several specialized capabilities for document handling:
Document OCR (Optical Character Recognition)
AI SecureChat automatically extracts text from images and scanned documents using OCR. This works for:
- Scanned PDF documents
- Images containing text
- Screenshots
- Photos of printed materials
For best results with OCR:
- Ensure good image quality
- Use clear, legible text
- Avoid extreme angles in photos of documents
- Provide adequate lighting when photographing documents
Table Extraction
AI SecureChat can identify and extract tables from documents: Extract all tables from this document. Convert the table on page 4 to CSV format. Summarize the data trends in the quarterly revenue table. Compare the figures between the first and second tables.
Document Comparison
Compare multiple documents to identify similarities, differences, and relationships: What are the main differences between these two policy documents? How has the project plan changed between the first and second version? Compare the findings in these research papers and highlight contradictions. Show me what sections were added or removed between these document versions.
Document Transformation
Request content restructuring and reformatting: Convert this technical document into a simplified explanation for non-experts. Transform this data-heavy report into a bulleted executive summary. Reformat this content as a structured FAQ. Extract the methodology section and expand it with more detailed steps.
Working with Document Segments
For more precise analysis, you can direct AI SecureChat to focus on specific parts of documents:
Best Practices for Document Analysis
Prioritize Important Documents
When working with multiple documents, explicitly mention which documents are most important for the current analysis.
Split Large Documents
For very large documents, consider splitting them into logical sections before uploading for more focused analysis.
Be Specific About Focus Areas
Direct the AI to specific sections, pages, or content types for more precise answers.
Ask for Citations
Request page numbers or section references in responses to trace information back to the source.
Verify Sensitive Information
Always verify extracted sensitive data, especially numerical values and critical facts.
Use Follow-Up Questions
Build on initial responses with follow-up questions to drill down into specific details.
Document Privacy and Security
AI SecureChat treats your documents with enterprise-grade security:
While AI SecureChat implements robust security measures, always follow your organization’s policies regarding document sharing and sensitive information.
Troubleshooting Document Issues
Next Steps
Now that you understand document handling in AI SecureChat, explore related features:
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