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Claude ChatLesson 3 of 12

File & Document Handling

Claude Chat can read files you upload — PDFs, Word documents, spreadsheets, and images — so you can ask questions about their content without copying everything into the chat.

Working with files

Instead of pasting long text into a message, attach a file directly. Claude reads the content and answers your questions — summarise a report, extract data from a spreadsheet, describe an image, or review a contract clause by clause.

Upload a file, ask a question, and Claude analyses the document in context. You can attach multiple files in one conversation and ask Claude to compare or cross-reference them.

Supported file types

Claude Chat accepts common document and image formats:

PDFs
.pdf
  • Research papers and articles
  • Contracts, invoices, and legal documents
  • Reports, manuals, and scanned documents
Word documents
.docx, .doc
  • Essays, proposals, and cover letters
  • Meeting notes and briefs
  • Drafts you want Claude to review or rewrite
Spreadsheets
.csv, .xlsx, .xls
  • Sales data and financial reports
  • Survey results and datasets
  • Tables you want summarised or analysed
Images
.png, .jpg, .jpeg, .gif, .webp
  • Photos, screenshots, and diagrams
  • Charts and infographics
  • Handwritten notes or whiteboard photos
claude.ai

Click Attach or drag a file into the chat input

PDF
Word
Excel / CSV
Images
AttachReply to Claude…
Attach PDFs, Word docs, spreadsheets, and images from the input bar

How to upload a file

1

Open a conversation

Start a new chat or open an existing one at claude.ai.
2

Attach the file

Click Attach in the message input, or drag and drop a file into the chat area.
3

Wait for the upload

A file chip appears above your message showing the filename when the upload finishes.
4

Ask your question

Type what you want from the file and send. Claude reads the document and responds in context.

Asking questions about files

Once a file is attached, say what you want — a summary, a number from a table, a comparison, or a rewrite based on the content.

File typeExample prompt
PDF reportSummarise this report in 5 bullet points for a non-technical audience.
Word docReview this draft and suggest 3 improvements to clarity and tone.
SpreadsheetWhich month had the highest sales, and what was the total revenue?
Image / chartDescribe what this chart shows and identify the main trend.
claude.ai
Q2_Sales_Report.pdf2.4 MB
What were the top 3 product categories by revenue in this report? List them with percentages.
C

Based on the Q2 Sales Report, the top 3 categories by revenue are:

  1. Electronics — 34% of total revenue
  2. Home & Garden — 22% of total revenue
  3. Clothing — 18% of total revenue
Upload a PDF and ask Claude to extract specific data

Limitations to know

Uploads work well for most documents, but files do not stick around forever — especially outside Projects.

  • No persistent storage in regular chats. Files uploaded in a standard conversation are available only within that chat. Start a new conversation and you need to upload again.
  • File size limits apply. Very large documents may be truncated or partially processed. If Claude misses content from a long PDF, ask about a specific section or split the document.
  • Accuracy depends on document quality. Scanned PDFs with poor OCR, handwritten images, or complex table layouts may produce less reliable answers. Verify critical data — especially numbers from financial documents.

Regular chat vs Projects — file persistence:

Regular chatProject (Pro+)
Files available inCurrent conversation onlyAll chats within the project
Re-upload needed?Yes — every new chatNo — upload once to the project
Best forOne-off questions about a documentOngoing work with the same files
System instructionsPer conversationShared across all project chats
If you reuse the same documents — contracts, style guides, datasets — create a Project and upload your files there once. Every new chat inside that project can reference them without re-uploading.

Before you continue

  • Upload PDFs, Word docs, spreadsheets, and images directly into Claude Chat.
  • Ask specific questions — summarise, extract data, review, or compare files.
  • Files in regular chats are not stored between sessions — re-upload or use a Project.
  • Projects (Pro+) keep files available across all chats in that project.

What's Next

Web Search — when Claude looks up live information and how citations show up in replies.