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Yardmaster Guide

Attach files and images

Give the agent a screenshot, a PDF, a spreadsheet or a long piece of text by attaching it to your message.

Beginner2 minutes
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Attach a file to your message and the agent can see it: a screenshot of an error, a PDF to summarize, a spreadsheet to check, or a long piece of text.

Attach a file#

  1. Click the paperclip (Attach files) at the left of the message box and choose one or more files. You can also drag files onto the conversation, or paste a copied image with Command plus VCtrl plus V.

  2. Each file waits as a chip above the message box. Click its × to remove it.

  3. Type your message and send it. The files go with it.

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A file attached to the next message: the paperclip adds files, and each one waits as a chip above the message box

When you paste more than 5,000 characters of text, it becomes a chip too, so the message box stays readable.

Which files work#

  • Pictures: PNG, JPG, GIF, WebP, HEIC (iPhone photos), BMP, SVG and TIFF, up to 30 MB each.

  • Documents: PDF, Word (.docx), Excel (.xlsx) and PowerPoint (.pptx), up to 32 MB each.

  • Text: plain text, Markdown, CSV, HTML, XML and JSON files.

Older Office files (.doc, .xls, .ppt) are refused. Open them in Office and save them as .docx, .xlsx or .pptx first.

Turn a PDF into text first#

Once a PDF is attached, its chip offers Convert to Markdown. It pulls the text out on your computer, for free, and swaps the PDF for a text chip. This works for PDFs made of text; a scanned page gives little or nothing.

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