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Beginner12 min read

Upload and Search PDFs

Upload PDF documents, process them with AI, and search across them using natural language.

What You'll Learn

How to upload PDF documents to dataTamer
Understanding PDF processing options
Creating tamed data from PDFs
Searching PDFs with natural language queries
Extracting insights from multiple documents
1

Navigate to Datasources

  1. 1. Click on Datasources in the left sidebar
  2. 2. Click the "Add Datasource" button
  3. 3. The datasource creation wizard will open
2

Upload Your PDF Files

  1. 1. Select "PDF/File Upload" as your datasource type
  2. 2. Click "Choose Files" or drag-and-drop PDFs into the upload area
  3. 3. Select one or more PDF files from your computer
  4. 4. Wait for all files to finish uploading

💡 File Size: dataTamer supports PDFs up to several gigabytes. Large files may take longer to process.

3

Configure Processing Options

dataTamer offers several processing options to enhance your PDF search:

  • •Extract Images: Enable to extract and analyze images embedded in your PDFs
  • •Generate Summaries: Create AI-powered summaries to improve search relevance
  • •Custom Embeddings: Choose a specific embedding model (optional)
4

Wait for Processing

After creating the datasource:

  • •The datasource will appear with status "PROCESSING"
  • •dataTamer extracts text, creates embeddings, and indexes your content
  • •Processing time: usually 1-5 minutes per document
  • •You'll receive a notification when processing is complete
5

Create Tamed Data

Once processing is complete, create "tamed data" to make it searchable:

  1. 1. Click on your PDF datasource in the list
  2. 2. Click "Create Tamed Data"
  3. 3. Give it a descriptive name (e.g., "Product Documentation")
  4. 4. Click "Create"

✓ What is Tamed Data? Tamed data is processed, indexed, and AI-ready data you can search using natural language.

6

Associate with a Topic

  1. 1. Go to Topics from the left sidebar
  2. 2. Select the topic where you want to use these PDFs
  3. 3. Click on "Datasources" tab
  4. 4. Click "Add Datasource" and select your PDF tamed data
7

Search Your PDFs with AI

Now you're ready to search using natural language:

  1. 1. Navigate to your topic's Chat interface
  2. 2. Make sure your PDF tamed data is selected in the right panel
  3. 3. Type a question like:
    • • "What are the key findings in the quarterly report?"
    • • "Summarize the contract terms and conditions"
    • • "Find all mentions of budget allocations"
  4. 4. The AI will search your PDFs and provide relevant answers

💡 Pro Tip: Upload multiple related PDFs and ask questions that span across documents for comprehensive insights.

Next Steps

Great job! You've successfully uploaded and searched PDF documents. Ready to connect more data sources?