Attachments

Attaching files

Attach a file to a message with the paperclip, by pasting it, or by dragging it into the message box. The assistant reads it with your question: a receipt it can turn into an expense line, a screenshot of an error, a note, or a spreadsheet exported as CSV.

Text and CSV files are read as text; very long ones are cut off after the first part. The type and size limits are checked again by BookYourPTO when the files arrive, not only in your browser.

Receipts

Attach a receipt and ask the assistant to add it to an expense report (or use the Receipt to expense skill). When it creates the expense line, the receipt is attached to that expense, the same as if you had uploaded it on the report.

Your files

Everything you attach, and every CSV, PDF and Word file the assistant makes for you, is kept on the Files page of the assistant (type /files, or open it from the assistant's home). Filter by All, Images or Documents, or search by file name or chat. From there you can open a file again, download it or delete it. Files are stored encrypted, and only you can open or delete your files.

Viewing a file

Select a file on the Files page, or Open on a file the assistant made in a chat, and it opens in a preview inside BookYourPTO, the same way documents open on the Documents page:

Download is at the top of the preview, and Esc or the close button returns you to where you were. If a file cannot be shown, the preview says so and offers the download instead.

What a file says is treated as information, never as instructions: text inside a document cannot change what the assistant is allowed to do.