Files, Images and Data

Working with Documents and PDFs

Learn to ask focused questions about an uploaded document and verify extracted details against the file in this beginner-friendly ChatGPT lesson.

Learning outcomes

  • Explain how to ask focused questions about an uploaded document.
  • Complete the guided activity safely.
  • Check that you can verify extracted details against the file.

Before you begin

Use non-sensitive sample files. Confirm you have permission to upload, analyse, transform or share every file and image.

Open official OpenAI guidance ↗

Step-by-step instructions

  1. Open a chat where file or image upload is available on your account and confirm you are using the intended account or workspace.
  2. Request a section summary with page references from a sample PDF.
  3. Pause and check privacy, permissions, source material, feature availability and any instruction that affects the task.
  4. Review the result carefully and confirm that you can verify extracted details against the file.
  5. Save only the useful, verified output and record one improvement for your next prompt.
Ian's practical tip: Start with fictional or non-sensitive information. Treat the first response as a draft, then verify facts, sources, calculations and permissions before using it.

Practical activity

Request a section summary with page references from a sample PDF. Your expected result is to verify extracted details against the file.

Good-practice checklist