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Research Files

Upload your own PDFs and documents to a private drive and bring them into AI Chat for grounded answers.

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Files + AIHow to use your files in AI ChatAttach your uploaded documents to AI Chat so the assistant can summarize, search, and answer questions grounded in your own research.
FilesHow to upload and organize research filesUpload PDFs and documents to your private research drive, organize them into folders, and keep your own material alongside Vantafin data.
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