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Best Practices: File Upload

  • May 22, 2026
  • 0 replies
  • 4 views

When uploading pdf/docx files, what is the best method to ensure that as much information as possible it kept? The initial PDF manuals are 100+ pages, and it seems to destroy any formatting there, and Fin AI seemingly has trouble reading it. 

I tried multiple methods. The most success came from converting to a markdown file using Claude, and downloading that as a PDF. However, that got rid of a lot of spaces (especially where there are charts), and only 2-3 headers actually got written as headers.