Creating and managing documents, especially PDFs, can be a time-consuming and fragmented process. It often means using a bunch of different platforms. Tess AI’s Manage Files tool is here to change the game, letting you create, edit, merge, and split PDF files right inside the Conversation Copilot. This article will walk you through everything—from making a simple document to working with your existing files.
Turning On the Manage Files Tool
To start using the full power of file editing, your first step is to turn on the right tool in your chat. It’s quick and easy.
Step by step:
- Go to the Conversation Copilot on the Tess AI platform.
- Right next to the models, find and click the "Tools" icon.
- In the list of available tools, pick Manage Files.
With the tool on, the platform automatically filters the AI models, only showing ones that work with file generation and handling. That way, your request is sure to work.
Creating a PDF from Scratch
The most straightforward feature in Manage Files is making a PDF document from a simple text command. You can ask to create articles, reports, summaries, and loads more.
Picture this: you need a quick article about artificial intelligence for business, for example. With Manage Files turned on, just ask for it like this:
"Create a short article on the topic of generative AI for business and bring it in PDF format."
The AI will process your request, write the content, and then generate a PDF file for you to download. The reply will have a button to open the file in a new tab and a direct link to download it.
Tip: If an AI model fails to generate the file, you can try again with a different model. Models like the GPT-4 or Claude families are great for this task. You can edit your previous command and pick a new model to resend the request without typing everything all over again.
Editing and Managing Existing PDFs
The real power of Manage Files shows up in the ability to work with PDF files you already have. You can merge different documents into one or split a big file into smaller pieces. For that, the first step is to make the files available for the AI.
Getting Your Files Ready: Adding to Knowledge Base
For the AI to edit your PDFs, you need to upload them to the chat's Knowledge Base.
Click the (+) icon in the corner of the text box.
Select "Add photos & files" and choose the "PDF" option.
Upload your file(s).
Best Practice: When uploading, pay attention to the "Context Mode."
Deep Learning: Best for smaller files. The AI reads the whole document in detail at once, catching all the nuances. Use this option for precise analysis of articles or short reports.
RAG Mode (Default): Perfect for long documents, like books or big manuals. This mode checks the content in parts, making sure it doesn't go over the AI model's context window.
Merging Multiple PDFs into a Single File
Need to consolidate weekly reports or combine chapters of a study? Manage Files does that for you. After uploading the PDFs you want to the Knowledge Base, just use a clear and straightforward command.
For example, after uploading two files, "Teste 1.pdf" (about Generative AI) and "Teste 2.pdf" (about Traditional AI), you can request:
"I've added two PDF files to your knowledge base, Teste 1 and Teste 2. Merge both articles into one document, also as a PDF."
AI will analyze both documents and create a new unified PDF, combining the content of the two.
Splitting a PDF Into Multiple Files
You can also do the opposite. If you've got a long document and want to separate it by topics or chapters, Manage Files can help.
After uploading the unified PDF to the Knowledge Base, you can ask:
"I attached a PDF article with info about generative AI and traditional AI. Split this file into two separate PDFs by topic."
The platform will process the document and create two different files, one for each topic, ready for download.
Customizing Your Documents
Besides creating and organizing, you can tweak the look of your PDFs so they fit your brand’s vibe or your own preferences.
Color Adjustment: You can specify the colors of your headings and text. If the AI makes a blue title and you’d prefer it in green, just say: "Redo the previous PDF, making the headings green." If you want it more precise, you can even provide a hex code for the color you want.
Adding Images: You can add images to your PDFs. To do this, create an image using Tess AI or grab a public image from the web, copy the link and add it to your prompt: "Write an article about the history of robots and include the following image at the end of the document: [link_da_sua_imagem.jpg]"
Conclusion
The Manage Files tool turns Copilot Chat into a powerful document management hub. You can create, merge, split, and customize PDFs right in the chat—no outside software needed—making tricky tasks super easy. Whether you’re a student organizing your class notes, a marketer making brand materials, or a manager pulling together reports, Manage Files gives you the speed and smarts to streamline your workflow and focus on what really matters.