Quick Start: Document Upload in Copilot
Stop searching through lengthy documents manually. With Document Upload, you can have a conversation with your PDFs and get the answers you need in seconds.
Getting started is easy
All you need is Copilot (available with licensed Access Evo products) and any PDF document you're working with.
Upload and start asking questions
1. Open Copilot
You'll find Copilot in your toolbar - it's the same place you always access it.
2. Add your document
Click the attachment icon and choose your PDF. It uploads in seconds, and you're ready to go.
3. Just ask
Now comes the easy part - ask Copilot anything about your document, just like you'd ask a colleague. Try questions like:
"What are the main takeaways from this report?"
"Can you tell me about my key actions from this report?โ
"What compliance requirements do I need to be aware of?"
Copilot reads through the entire document and gives you clear, specific answers drawn from the content.
4. Check the source
Your document appears in the Artifacts View on the right, so you can see exactly where information comes from. No more flicking back and forth between windows.
How this helps your day-to-day work
Whether you're preparing for a meeting, reviewing a contract, or checking a policy detail, Document Upload saves you time by:
Getting straight to the information you need without reading entire documents.
Understanding complex reports quickly.
Finding specific policy details in seconds.
Reviewing financial documents efficiently.
Extracting action points from meeting notes.
Checking compliance requirements without the manual search.
A few helpful things to know
Works with PDF documents.
Documents are ready to query within seconds.
We're here if you need us
Have a question or running into an issue? We're happy to help - just raise a support request through our Customer Support Portal and we'll get back to you.
๐Give it a try! Open Copilot and upload a document you're working with today.