Read, check and process PDFs by conversation

What moves

The Copilot (or an AI assistant you connect) reads a PDF's text, runs scan recognition, checks accessibility and signatures and lists processing runs; after confirmation it can also merge, split, rotate, compress, sanitise and stamp files that were already uploaded to PDF tools.

Before you start

• PDF Tools and AI Copilot in your plan
• An AI provider set up for your company
• The person asking holds the permission the action needs
• The file already uploaded to PDF tools, with its reference given to the assistant (the chat window has no attach button for this today)
• The person holds the permission the action needs

Step by step

1. Developer connecting to PDF toolsPDF Tools & E-Signature

   Uploads the scanned letter through the module's upload step and notes the file's reference.

   You see:The file sits in the company's own storage.

2. EmployeeAI Copilot

   Asks the Copilot to read the text of that file.

   You see:The Copilot sees that almost no text comes out and says the file is a scan.

3. EmployeeAI Copilot

   Confirms the card asking to make the scan searchable in Arabic and English.

   You see:Recognition runs and a new searchable file is produced; the original is untouched.

4. SystemPDF Tools & E-Signature

   Records the run in the person's History like any other run.

   You see:The run appears in PDF tools with its pages, sizes and a download link.

5. EmployeePDF Tools & E-Signature

   Opens the download link from the Copilot's reply.

   You see:The browser opens the result; the Copilot never carries the file itself.

Related

• AI Copilot
• PDF Tools & E-Signature
• Register, classify and route letters by conversation
• Scanned documents are turned into page images for import
• Scanned invoices and charts become records you review
• An announcement is sent to a department by conversation
• An employee asks for a salary advance and payroll decides
• Connections between modules