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Attach a file to a chat message when the answer depends on something outside Tilt: a custodian statement, a client’s holdings spreadsheet, a research PDF, or a screenshot. Tilt Agent reads the files with your message and answers from them.

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Attach a file

  1. In the message input, select +, then Attach files.
  2. Choose one or more files. Each file shows as a tile above your message while it uploads.
  3. Write your question and send it.
Chat message input with the + menu open, showing Attach files as the first item above the starter and Your skills items

Select + in the message input, then Attach files.

You can also drag files onto the message input, or paste an image you copied.
Chat message input with three attachment tiles labeled PDF, Spreadsheet, and CSV above the question Compare the statement with the holdings workbook and flag any differences

A PDF, a spreadsheet, and a CSV file attached to a question.

To leave a file out, select the remove button on its tile before you send. You can send once every file has finished uploading. If a file fails, its tile shows the error and Tilt leaves that file out of the message. Remove it and attach it again.

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Supported files

Tilt accepts only the file types in this table. To attach a Word document, save it as a PDF first. Save an older .xls workbook as .xlsx. Save CSV, text, Markdown, and JSON files as UTF-8. In Excel, choose CSV UTF-8 (Comma delimited) when you save a CSV. Tilt can’t read other text encodings, and the upload fails with Failed to complete attachment. A message can carry up to 20 files, and each file can be up to 15 MB. Tilt Agent reads a long document up to a size limit, and knows when it stopped short. When you attach several long documents to one message, Tilt Agent may skip the earliest ones. Attach only the pages, sheets, or rows you want analyzed.

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Spreadsheets

Tilt Agent sees each cell as Excel displays it. A cell with a formula shows its value next to the formula, so Tilt Agent can tell a typed number from a calculated one. For example, a total reads as 150 (=SUM(B2:B4)). Excel stores each formula’s result when you save the workbook. Some programs that export workbooks store the formulas without results. Tilt shows those cells to Tilt Agent as not calculated, with a note that any total depending on them is incomplete. Open the workbook in Excel and save it before you attach it. Remove a workbook’s password in Excel before you attach it. Tilt can’t open a password-protected workbook.

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Find files you attached

Files you send appear in Library under Files. Select a file to open it: images and PDFs open for viewing, and other files download. The file’s menu holds Open conversation, which returns you to the chat where you sent it, and Remove from Library, which takes the file out of Library and leaves it attached in that chat. Screenshots from Tilt Capture arrive as attachments too, and appear in the same list.