Claude ChatLesson 3

File & Document Handling

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

Working with files in Claude Chat

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

How it works: Upload a file, ask a question, and Claude analyses the document in context. You can upload multiple files in the same conversation and ask Claude to compare or cross-reference them.

Supported file types

Claude Chat accepts common document and image formats:

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

Click the πŸ“Ž attach button or drag a file into the chat input

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PDF
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Word
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Excel / CSV
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Images
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Reply to Claude…
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Claude Chat β€” attach PDFs, Word docs, spreadsheets, and images using the paperclip button

How to upload a file

1

Open a new or existing conversation at claude.ai.

2

Click the πŸ“Ž paperclip icon in the message input, or drag and drop a file directly into the chat area.

3

Wait for the file to finish uploading β€” a file chip appears above your message showing the filename.

4

Type your question about the file and send. Claude reads the document and responds in context.

Asking questions about uploaded files

Once a file is attached, say what you want from it β€” a summary, a number pulled from a table, a comparison, or a rewrite based on the content.

Example prompts by file type

File typeExample prompt
PDF report"Summarise this report in 5 bullet points for a non-technical audience."
Word doc"Review this draft and suggest 3 improvements to clarity and tone."
Spreadsheet"Which month had the highest sales, and what was the total revenue?"
Image / chart"Describe what this chart shows and identify the main trend."
claude.ai
πŸ“„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 β€” 34% of total revenue
  2. Home & Garden β€” 22% of total revenue
  3. Clothing β€” 18% of total revenue
Example β€” uploading a PDF and asking Claude to extract specific data

Limitations to know

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

No persistent file storage in regular chats. Files you upload in a standard conversation are available only within that chat session. If you start a new conversation, you need to upload the file again. Claude does not keep your files on hand between separate chats.
File size limits apply. Very large documents may be truncated or partially processed. If Claude misses content from a long PDF, try asking about a specific section or splitting the document into smaller parts.
Accuracy depends on document quality. Scanned PDFs with poor OCR, handwritten images, or complex table layouts may produce less reliable answers. Always verify critical data β€” especially numbers from financial documents.

Regular chat vs Projects β€” file persistence

Regular chatProject (Pro+)
Files available inCurrent conversation onlyAll chats within the project
Re-upload needed?Yes β€” every new chatNo β€” upload once to the project
Best forOne-off questions about a documentOngoing work with the same files
System instructionsPer conversationShared across all project chats
Tip: If you reuse the same documents β€” contracts, style guides, datasets β€” create a Project and upload your files there once. Every new chat inside that project can reference them without re-uploading.
Summary:
  • Upload PDFs, Word docs, spreadsheets, and images directly into Claude Chat.
  • Ask specific questions β€” summarise, extract data, review, or compare files.
  • Files in regular chats are not stored between sessions β€” re-upload or use a Project.
  • Projects (Pro+) keep files available across all chats in that project.

What's Next

Web Search β€” when Claude looks up live information and how citations show up in replies.