Documents in Chat

Praktik draws from an extensive range of official sources - learn more in the Data Sources section. However, you often need to work with your own documents - contracts, files and internal guidelines. Uploading documents allows Praktik to incorporate their content into context and cite from them.

Common business file formats

You can upload almost any common business file format. Praktik currently provides dedicated viewers for:

• Word documents (.docx, .doc)
• PDF files - digital or scanned
• Images
• Presentations
• Spreadsheets
• HTML files
• Plain-text files

Common files can be stored, viewed and referenced. The formats supported by a particular workflow can differ, so not every chat or application feature treats every format identically.

Scanned PDFs

For scanned PDFs, OCR extracts text and visual analysis can inspect scans, layout and image content. Verify OCR results and visual interpretation against the original document, especially where accuracy matters.

Chat documents and project documents

Project documents and folders belong to a project and live in its document library. Project members can reuse them across chats, Tabular Review, contract review and other workflows.

A chat document is a working output created or revised during a conversation. It does not replace the original project document. Keep project documents separate from documents created in chat, and review every output before using it.

Working with documents in chat

1. Opening the Documents dialog

In the chat input, click the books icon. A dialog will open showing the documents and folders available in your project library.

2. Selecting or uploading documents

In the dialog, you can:

• Select existing documents - individual files or entire folders
• Combine selections - select multiple documents, folders or a mix of both
• Upload new documents - click Upload and select files or a folder tree from your computer

When you upload a folder tree, Praktik retains its structure. You can move the folder later and select it as a whole, including its nested files, instead of selecting each file individually.

After selection, click Select. The selected documents and folders will be used in the conversation, subject to the capabilities of the relevant workflow.

3. Sending a message with documents

Enter your question and send the message. Praktik will analyze your query along with the selected documents or folders and respond with references to specific sections.

Size limit: The maximum document size is 100 MB.

File transformations and creation

Common files can be stored, viewed and referenced in chat. For file transformation or creation tasks outside standard PDF and Word document processing, use Praktik Worker. Worker handles the files you provide and returns a finished output for your review; this does not mean that every chat workflow supports every file format in the same way.

Document references

Document references work the same way as references to other source data. There are two types:

Document reference: You see the document name and a generated document description.

Document section reference: You see the document name and a specific excerpt from the document that was cited.

Clicking on a reference: Opens the document detail and automatically scrolls to the specific section that was used.

Security

Data is stored on servers in the EU and processed entirely within the EU. It is encrypted both in transit and at rest. It is not publicly accessible and is never used for training models.