01Search by meaning: ask Copilot Search in a full sentenceVerified
Copilot Search goes beyond keyword matching: it interprets context, relationships and meaning, and returns relevant results from email, files, chats, meetings and more. If you describe what you need and under which conditions in everyday language, you can gather candidates even when you don't know the file name or the exact wording.
- Open the Microsoft Copilot app and select the Search tab
- Type what you are looking for as an everyday sentence (topic, conditions, rough date, whose document)
- If a Copilot Answer appears above the results, open its references and check the content
- To dig deeper, move to chat and keep asking
Find the service agreements with our vendors that set a deadline for giving notice of termination or non-renewal. Include wording such as "cancel", "terminate", "notice of non-renewal" and "end of term".
Results are limited to content you have permission to view. A Copilot Answer is grounded the same way as Copilot Chat and can include information from the web. Do not use the answer as is; open the referenced documents and check them.
Supporting passage from the source
Copilot Search goes beyond keyword matching by using AI to interpret context, relationships, and meaning, helping you find what you need faster and more intuitively.
02Write queries as meaning and conditions, not single keywordsVerified
Copilot searches your organization's data through a lexical index and a semantic index. The semantic index understands different forms of words (tech, technology) and synonyms. Describing what you want to know and under which conditions, rather than picking one keyword, makes it easier to catch documents that use different wording.
- Write what you want to know in this order: the kind of document, the conditions (amount, period, who it applies to) and your purpose
- For terms your organization calls by several names, list the variants you can think of
- If you know where to look, point Copilot at the files or folder (type / or attach them)
- Open the returned documents and passages and check that they meet your conditions
Find the internal rules that set the spending limit for meals with people from outside the company and whether prior approval is needed. Include documents that describe the same thing under other names, such as "business entertainment", "hospitality" or "client dinners". For each document, quote the file name and the relevant clause.
The semantic index is generated for users with a paid Microsoft Copilot license; when Copilot Chat without that license uses work data in Outlook, it reaches it through lexical indexing. Because a meaning-based search casts a wider net, documents that do not meet your conditions will also appear, so check the conditions in the original text.
Supporting passage from the source
Understand relationships between different forms of words (for example, tech, technology, technologies; USA, U.S.A, United States, United States of America; dog, cat, pet). ... Capture synonyms to expand the amount of searchable information, including the intent of sentences, snippets, documents, and meetings.
03Use word search for fixed terms and Copilot for questions of meaningVerified
Besides traditional lexical search based on exact matches or set criteria, the semantic index finds data that is closest in meaning or context. Conversely, catching every occurrence of a fixed string such as a model number, clause number or internal abbreviation is easier to verify with word matching. Copilot Search also supports keyword queries for specific words or short phrases. Use both, one after the other.
- First ask Copilot by meaning and have it list the likely documents and passages
- Open those documents and use the in-document search to find every occurrence of the fixed terms (clause numbers, model numbers, abbreviations)
- Also use the storage search to check whether documents Copilot did not list contain the same terms
- When the two results disagree, read the original and decide
In the three selected rule documents, list every place that refers to "Article 12". Quote the file name, the heading and the relevant sentence exactly. Write "none" for any document with no match.
Copilot saying it found nothing does not prove the document doesn't say it. New documents added to SharePoint sites are indexed daily, so they may not be found right after they are added. For checks that must not miss anything, open the documents and count with a word search.
Supporting passage from the source
in addition to using traditional lexical methods for querying based on exact matches or predefined criteria, semantic indexing can find the most similar or relevant data based on the semantic or contextual meaning ... New documents that are added to SharePoint Online sites that are accessible, via site inheritance, by two or more users are indexed daily
04For a large collection, add the whole folder to a notebook and askVerified
When you add a SharePoint folder or site to Copilot Notebooks as a reference, Copilot looks at the files you can access in that location and picks up to 300 that are most relevant to your prompt for grounding. Add any file that must be included individually.
- Open the notebook in the Microsoft Copilot app or OneNote
- In Add references, search for and add a SharePoint site, document library or folder (you can also add a OneDrive folder)
- Also add individually any file that must be used as grounding
- Ask your question in the notebook's compose box, describing the conditions in a sentence
From the materials in this notebook, find the passages that set the evaluation criteria for choosing an outsourcing partner. For each document, quote the file name, heading and relevant sentence, and finish with a table of the criteria.
Only files you have permission to access in the added location are used. Files that were not picked from the folder are not reflected in the answer, so check which documents the answer cites and add missing ones individually. When you share a notebook, recipients are also invited to its linked files.
Supporting passage from the source
When you add a shared location, such as a SharePoint folder or site, Copilot considers the files you have access to in that location and selects up to 300 that are most relevant to your prompt to use for grounding. To make sure a specific file is included, add it directly to your notebook.
05Have it return the passage with the file name and a verbatim quoteVerified
Where possible, Copilot responses based on business documents include references to the sources so you can verify them. If your prompt asks for the file name, the heading and a verbatim quote of the relevant text, you know up front which document to read and where, and checking the references takes less effort.
- Point to the target files by typing /, or attach the files or a folder
- Specify the answer format: file name, heading, and the original text in quotation marks
- Tell it to write "not found" when there is no match
- Open the references in the answer and check that the quoted text appears in the original exactly
In /[Work Rules] /[Travel Expense Policy] /[Expense Claims Manual], find where staying on for personal reasons before or after a business trip is covered. In a table, give the file name, the heading and the original text in quotation marks. Do not add explanations that are not in the text; if nothing is found, write "not found".
Text presented as a quote may turn out to be a paraphrase of the original. Always open the reference and compare it word for word. Some answers carry no references; in that case open the relevant document and look for the passage yourself. Whether Copilot Chat references point to a specific page or paragraph is not stated in the official documentation (needs check).
Supporting passage from the source
Where possible, responses in Microsoft Copilot that are based on business documents include references to the sources for users to verify the response and learn more.
06With long documents, ask about a specific topic instead of asking for a summaryVerified
When you ask about a specific topic in a long document, document length typically does not affect getting a result. A summary of a long document, by contrast, needs the whole document, and Copilot may focus only on the beginning or give less attention to the middle. Ask about long rules or reports one topic at a time.
- Break down what you want to know into separate topics
- Ask about each topic and request quotes of the relevant passages
- When you need an overall summary, have it summarize chapter by chapter
- Finally, compare with the table of contents to see whether any chapter was left out of the summaries
Using only chapters 3 to 5 of this report, list every measure proposed to prevent recurrence. For each measure, quote the heading and the relevant sentence.
Microsoft says that splitting a long document into smaller ones helps Copilot handle each part effectively, while the ability to point Copilot to a specific section or page range is still being worked on. Naming chapters in your prompt does not ensure that only that range is read, so check with the quotes.
Supporting passage from the source
For example, when you ask a question about a specific topic in a long document, document length typically will not impact the ability to get a result based on how the Large Language Models (LLMs) reason over the content. ... Large language models (LLMs) tend to prioritize content that is at the beginning and end of a file.
07Check your understanding: have it test your own summary against the sourceVerified
Microsoft suggests using Copilot to help with evaluation by comparing versions, identifying gaps or assessing how well content supports your goal, and gives the sample prompt "Highlight any claims in this section that are not supported by the information provided." Applied to your own summary, this surfaces misreadings and omissions against the original.
- Read the document and write a summary in your own words without looking at the text
- Open the document in Word, or select the file in OneDrive and open Copilot
- Paste your summary and ask it to list, separately, statements the original does not support and key points that are missing
- For each point raised, open the passage in the original and decide for yourself whether it is right
Below is my summary of this document. Compared with the original, list separately (1) statements that are not in the original or contradict it, and (2) important points that are in the original but missing from my summary. For both, quote the sentence in the original that supports your point. [Paste your summary here]
Microsoft says to treat Copilot's feedback as an additional perspective, not a final decision. The feedback itself can be wrong, so check it against the original. Handle confidential documents under your company's AI use policy.
Supporting passage from the source
You can also use Copilot to assist with the evaluation process—by asking it to compare versions, identify gaps, or assess how well the content supports your intended outcome. ... Highlight any claims in this section that are not supported by the information provided.
08Generate check questions and an FAQ, answer them yourself, then compareVerified
Copilot in OneDrive can reference files you have stored to help with things like preparing FAQs. Have it write check questions, answer them yourself first, then compare with Copilot's answers and the original text to find where your understanding has gaps.
- On the OneDrive website, select one to five files and select the Copilot button
- Ask for check questions, with the answers listed separately and each answer quoting the relevant passage
- Answer the questions yourself without looking at the answers
- Compare with Copilot's answers and the quoted text, and reread the passages for the questions you got wrong
Write 10 questions that test understanding of the selected documents. Focus on questions that require reading conditions and exceptions correctly, not just recalling terms. Show the questions and the answers separately, and for each answer give the supporting sentence from the original and the document it comes from.
Both the questions and the answers are written by Copilot, so wrong answers can slip in. Do the comparison against quotes from the original. Copilot in OneDrive does not support images or videos and is limited to files under 150 MB.
Supporting passage from the source
Reference existing files in your OneDrive to get Copilot's help on things like preparing FAQs, recommendations on improving a file for an executive meeting, or comparing the main differences between two documents.
09Decide the comparison criteria first, then line up to five files in a tableVerified
Copilot in OneDrive can show the differences between two or more files as a table or a text summary. After Compare files, keep chatting and specify your criteria (who it applies to, amount, deadline, exceptions) as columns, and similar documents line up side by side with their common points and differences.
- On the OneDrive website, select up to 5 files to compare
- From the Copilot button, choose Compare files
- Continue in the chat and have it build a table with your criteria as columns
- Have each cell quote its supporting text, and check any cell you doubt against the original
Compare the quotes and proposals from the three selected vendors in a table. Columns: vendor, price (with or without tax), delivery date, scope of maintenance, conditions that trigger extra charges, payment terms. In each cell, quote the supporting text briefly; write "not stated" for items that are not in the documents.
You can work with up to 5 selected files at a time. To check word-level differences exhaustively, use Word's Compare feature (see the Word page). A cell marked "not stated" may still be covered in another document or an attachment.
Supporting passage from the source
You can ask Copilot to create a table or a text summary of two or more files without having to open and close your files.
10Pull recurring themes out of many documents with a notebookVerified
In Copilot Notebooks you can ask Copilot to extract key points, identify themes or summarize, using only the materials collected in the notebook. Gather minutes or reports and ask for recurring issues and differences between documents, naming the source document for each; commonalities that are hard to see one file at a time then line up.
- Create a notebook and add the minutes or reports as references
- If needed, set notebook instructions such as the output format
- Ask separately about recurring issues, differences between documents and changes over time
- For each issue, open the cited documents and check that the quotes match the original
Across all the minutes in this notebook, name three issues that keep coming back on the agenda. For each, make a table showing the meeting where it first appeared and the latest one, how the discussion changed, and what has and has not been decided, quoting the source document and the relevant remark.
Copilot in a notebook answers only from the references you added (it does not look at your whole OneDrive, email or the web). Minutes you did not add are not considered. Whether something is "recurring" is Copilot's own judgment, so recount any numbers, such as how many times, in the original.
Supporting passage from the source
Summarize and analyze: Ask Copilot to extract key points, identify themes, or summarize documents in your notebook.
11Ask what it changes and why: separate facts, implications and reasonsVerified
Asking not only for the facts but for what they change and why that holds is a way of writing prompts, not a Copilot feature. Microsoft advises including your goal, context, how Copilot should respond and which sources to use, and putting any specific files last. Specify facts, implications and reasons as separate parts of the answer you expect.
- State your goal (what decision this is for) and your context (your role and team)
- Specify three columns for the answer: facts, what changes, and why
- Require a quote from the original in the facts column and a supporting sentence in the why column
- Point to the target files with / at the end of the prompt
I work in general affairs and need to explain next month's procedure changes to my team. For the revised rules, make a table with three columns for each change: "Fact" = what changed (quote and file name), "What changes" = what our team needs to change in its procedures or forms, "Why" = a quote of the clause that supports that. Mark anything that cannot be read directly from the text as "inference". /[Rules before revision] /[Rules after revision]
The "what changes" and "why" columns are Copilot's inferences from the text and can include content that is not in the original. Read the supporting clauses yourself, especially for rows marked "inference". People make the final call.
Supporting passage from the source
In addition to your goal (what you want Copilot to do), consider including some context, explain how Copilot should respond to fulfill your request, and any specific information source Copilot should use (such as a file or email messages). ... If you want Copilot to use specific files or sources, put that information last.
12Before you use an answer, check facts, figures, names and dates against the sourceVerified
Microsoft advises verifying all details in Copilot output, including facts, figures, names, dates and references, and comparing the output with your source material. When an answer draws on several documents, check item by item which document each statement came from.
- Mark the figures, dates, names and clause numbers in the answer
- For each mark, open the reference and compare it with the original character by character
- For statements with no reference, find the relevant document yourself and check
- Delete statements you could not confirm, or label them "unverified" before use
From your last answer, extract every statement that contains a figure, date, amount, proper name or clause number, and list next to each the supporting sentence from the original and the file name. Write "no source" for any statement you cannot support.
Even when grounded in business documents, Copilot may include information that is not in its input sources when it summarizes several sources. The same prompt can give different answers each time. For documents used in important decisions, a person who has read the original does the final check.
Supporting passage from the source
Verify all details, including facts, figures, names, dates, and references. Compare the output to your source material.
13PDF | Keep PDFs in OneDrive rather than on your PC, and make sure their text can be selectedVerified
Copilot Chat does not support local paths; it works only with uploaded or cloud-hosted files. Store PDFs in OneDrive (or SharePoint for shared material) so you can call them up with / or by attaching them. Copilot in OneDrive understands documents that contain text but does not yet support images, so also check that each PDF has selectable text.
- Save the PDF to OneDrive, not to a folder on your PC. Put material your team shares in a SharePoint document library
- Open the PDF and check that you can select the body text. If you can't, it is a scanned image PDF, so read the "PDF | Scanned PDFs" tip on this page first
- Put the document type, subject and version in the file name (for example, Travel-expense-rules_v3.pdf). Suggestions after / are also based on file names, types and authors
- A few minutes after saving, type / and the file name in Copilot Chat and check that the file appears in the suggestions
/[Travel-expense-rules_v3.pdf] List the chapters and headings of this PDF in order. If any part can't be read, say so.
Copilot can use only files you have permission to access, so the sharing scope is also what Copilot can see (see the Working with OneDrive page). Copilot in OneDrive works with files under 150 MB. Decide where to keep confidential PDFs according to your company's storage rules.
Supporting passage from the source
Local paths aren't supported. You can only use uploaded or cloud-hosted files.
14PDF | In a PDF open in OneDrive, select a passage and use Explain this or your own promptVerified
Open a PDF on the OneDrive website and select some text, and Copilot's context menu appears. The default Explain this gives a plain-language explanation of the selection, and typing your own prompt in the input field lets you ask what you need about that passage. You can work through the open PDF without switching apps.
- Sign in to onedrive.com with your work account
- Open the PDF you want to read
- Select text in the PDF. When the context menu shows Explain this, press Enter to read the plain-language explanation
- To ask something else, type your own prompt in the input field and press Enter
List the conditions in the selected paragraph as bullet points, split into "when it applies" and "when it does not apply". List any exceptions or provisos separately, and do not add guesses that are not in the text.
The Copilot context menu for PDFs is available only when you sign in to onedrive.com with a work account. The explanation is Copilot's rewording of the selected passage and may include information that is not in the original. Check conditions, figures and deadlines against the passage itself.
Supporting passage from the source
Select any text in your PDF. The context menu will display Explain this. Press Enter to see a plain-language explanation.
15PDF | Ask about a PDF open in Edge through the sidebar Copilot, signed in with your work accountVerified
Copilot in Edge answers questions about the page you are viewing, summarizes content and analyzes PDFs. When you are signed in with a Microsoft Entra account (work or school account), enterprise data protection applies. Microsoft's chart shows that Copilot Chat in Edge for Business can access page content for PDFs but not for Office documents.
- Sign in to Edge with your work or school account (Microsoft Entra account)
- Open the PDF in an Edge tab and select the Copilot icon in the upper right to open the sidebar
- Check for the shield icon at the top of the sidebar (it shows enterprise data protection applies)
- If you are asked about access to page content, read the dialog and choose, then ask about the PDF or ask for a summary
In the open PDF, find where it states the application deadline and what happens after the deadline. Quote the heading and the original text exactly. If you can't find it, write "not stated".
PDFs your organization protects with DLP can't be summarized with Copilot in Edge. Whether Copilot may use page content is also set by admin policy. Enterprise data protection applies when you are signed in with a Microsoft Entra account, so open work PDFs in your work profile. Check answers against the text of the open PDF.
Supporting passage from the source
Open it anytime by selecting the Copilot icon in the Edge toolbar, then ask questions about the current web page, summarize content, analyze PDFs, compare information across pages, or get help moving a task forward.
16PDF | Ask an attached PDF by meaning and have it answer with the page, heading and a verbatim quoteVerified
In Copilot Chat you can pick a PDF already saved in OneDrive or SharePoint with Attach cloud files or /, and ask questions about it. Ask in terms of conditions and purpose rather than keywords, and specify the page, heading and a verbatim quote as the answer format, so you know where in the PDF to read.
- In the Copilot Chat compose box, select Add and manage sources, then choose the PDF from Attach cloud files. Or type / followed by the file name and select it
- Write what you want to know as a sentence about conditions or purpose, not as keywords (for example, in which cases fees are refunded)
- Specify the answer format: the PDF page number, the heading and a verbatim quote in quotation marks, and tell it to write "not found" if nothing matches
- Open the cited source and check that the quoted sentence is on the page and under the heading given
/[Terms-of-service.pdf] Find the cases in which fees that have been paid are refunded under this PDF. Make a table with, for each case, the PDF page number, the heading and the relevant original text quoted in quotation marks. List cases where it says fees are not refunded in separate rows. Do not add explanations that are not in the text, and write "not found" if there is nothing.
Whether the page numbers Copilot gives match the PDF's pages is not confirmed in the official documentation (needs checking). Check with the quoted sentence itself, not only the page number. A quote can turn out to be a paraphrase. For how to get quotes when searching across several documents, see "Have it return the passage with the file name and a verbatim quote" on this page.
Supporting passage from the source
Choose Upload images and files or Attach cloud files if it's already saved in OneDrive or SharePoint. ... Copilot will review the file and summarize or answer questions you asked in your original prompt about it.
17PDF | Open a PDF in Word and ask Copilot, keeping in mind that you are working on a converted copyVerified
When you open a PDF in Word, Word makes a copy of the PDF and converts its contents into a format Word can display; the original PDF is not changed. In the converted document you can ask Copilot in Word questions and check, through citations, where in the document the answer came from. Conversion works best with PDFs that are mostly text, and page breaks may not match the original PDF.
- In Word, go to File > Open and open the PDF
- When Word says it will make a copy and convert it, select OK
- Save the converted document to OneDrive as a Word document
- Open Copilot and ask about the document. Select the citations in the answer and check the passages in the document
Find where this document explains the procedure for ending the contract early (whom to notify, by when and how), and quote the heading and the original text. Mark any item that is not covered as "not stated".
PDFs of book chapters or anything that looks like a manuscript from a copier won't be formatted well in Word. The converted document may not have page-to-page correspondence with the original PDF, so confirm page numbers in the original PDF before you record them. Check figures in tables against the original PDF.
Supporting passage from the source
Word tells you that it's going to make a copy of the PDF and convert its contents into a format that Word can display. The original PDF won't be changed at all.
18PDF | Compare several PDFs: Compare files for up to five, a notebook when there are moreVerified
Copilot in OneDrive compares up to 5 selected files without opening them, and Microsoft lists uses such as spotting changes between contract versions and weighing quotes from different vendors. For more PDFs than that, gather them in Copilot Notebooks, which accept PDFs as references, and have it build a table on the same criteria.
- Write down the criteria first (amount, deadline, scope, exceptions and so on)
- For up to 5 files, select the PDFs on the OneDrive website and choose Compare these files from the Copilot button
- For more than that, create a notebook, add the PDFs one by one as references, and have it build a table with the criteria as columns
- Have each cell carry the PDF name and a quote from the original, and check doubtful cells in the original PDF
Compare the service terms PDFs from each vendor added as references and put them in a table. Columns: vendor, minimum contract period, notice deadline for cancellation, cancellation fees, how price changes are notified. Add the PDF name and a short quote from the original in each cell, and write "not stated" for items that are not covered.
OneDrive handles up to 5 selected files at a time. If you add a SharePoint folder to a notebook, the files used for grounding are those selected as relevant to your question, not necessarily all of them (see "For a large collection, add the whole folder to a notebook and ask" on this page). Add the PDFs you compare one by one.
Supporting passage from the source
Contract analysis - Compare different versions of contracts or agreements to spot changes and ensure all parties are on the same page. ... Comparing quotes - compare quotes from different vendors to understand tradeoffs like cost and time to complete.
19PDF | Find stored PDFs by meaning: PDF files are covered by the semantic indexVerified
Microsoft's table lists PDF files as supported in both the user-level and the tenant-level semantic index, and PDF, PPTX and DOCX files up to 512 MB are supported. So stored PDFs can be found with questions worded differently from the documents themselves. When you know where to look, narrow the scope first with a folder or /.
- In Copilot Chat (with Work IQ on) or Copilot Search, describe what you are looking for as a sentence with conditions, and say what kind of PDF it is (rules, contracts, manuals and so on)
- If you know where the files are, attach the whole folder with Attach cloud files, or pick PDFs with /
- If there are many files spread widely, add the SharePoint folder to a notebook as a reference and ask there
- Open the PDFs it lists and check the passages. A PDF that is not listed may still contain what you need
Among the contract PDFs, find clauses that prohibit transferring a party's position under the contract to a third party without the other party's consent. Include them even if the wording differs (assignment, succession, transfer of position). Make a table with the file name, clause number and a quote of the original text for each PDF.
The semantic index is generated for users with a paid Microsoft Copilot license. New documents added to SharePoint sites are indexed daily, so they may not be found right after they are added. How image-only scanned PDFs are indexed is not confirmed in the official documentation (needs checking).
Supporting passage from the source
Files up to 512 MB are now supported for PDF, PPTX, and DOCX extensions. This enhancement allows Copilot users to effectively analyze, summarize, and generate insights from these large files.
20PDF | Scanned PDFs may have no text: check first, and turn them into text before you use themVerified
Copilot in OneDrive understands most types of documents that contain text but does not yet support images. PDFs that look like a manuscript from a copier won't be formatted well when opened in Word. In the OneDrive mobile apps, optical character recognition (OCR) lets you search and copy text in scanned PDFs.
- Open the PDF and try to select the body text. If you can't, treat it as a scanned PDF whose pages are images
- If the original electronic file (such as a Word document) exists, ask the author to make the PDF again from it
- If not, open the scanned PDF in the OneDrive mobile app, press and hold on the page, and tap Recognize text
- When you see Text is now selectable, select and copy the text you need, paste it into Copilot Chat and ask
The following text was extracted by text recognition from a scanned PDF. First point out anything that looks like a recognition error (odd characters or numbers), then list the steps of the procedure described in the text in order. Copy numbers exactly as they appear. [paste the recognized text here]
How much of an image-only scanned PDF Copilot can read is not confirmed in the official documentation (needs checking). Check numbers, names and dates extracted by text recognition against the original image. Text recognition in the OneDrive mobile apps is rolling out to Android and iOS.
Supporting passage from the source
You can already highlight text in printed PDFs, but you can now use optical character recognition in OneDrive to search and copy text in scanned PDFs.
21PDF | When Copilot can't read a PDF, check in this order: password, label, DLP, size, countVerified
Password-protected documents can't be accessed by AI apps unless you already have them open in the same app. PDFs encrypted with sensitivity labels are handled according to the usage rights granted to you. PDFs protected by DLP can't be summarized with Copilot in Edge. Copilot in OneDrive handles files under 150 MB, up to 5 files at a time.
- Check whether the PDF has a password. If it does, ask the author for a version without one, within what may be shared
- Check whether it has a sensitivity label. Labels that apply encryption require the extract right as well as view (see the Grounding Copilot in Your Stored Content page)
- If Edge shows a message that your organization won't allow Copilot to access the page, it is protected by DLP. Don't try to remove the protection; follow your company's procedure
- In Copilot in OneDrive, check that the file is under 150 MB and that you selected no more than 5 files. Split long PDFs into smaller parts
Passwords, labels and DLP are organizational settings that protect information, so don't try to work around them. Read PDFs that can't be given to Copilot without Copilot. Japanese is among the languages Copilot supports for prompts.
Supporting passage from the source
Password-protected documents can't be accessed by AI apps unless they're already opened by the user in the same app (data in use).
22PDF | Verify answers on the PDF page itself: open the cited source alongside and compareVerified
Copilot Chat responses include inline citations next to the information they generate. Hover over a citation and select the source file to open it in a side pane in Copilot Chat. For answers about a PDF, open the cited source and check that the same sentence is on the page or under the heading given before you use the answer.
- Hover over a citation in the answer and select the source file to open it in a side pane
- Select Sources at the bottom of the answer and check that the PDF you specified is in the list
- Search the PDF for part of the quoted sentence and read that page and the surrounding text
- Compare figures, dates, amounts and clause numbers character by character, and delete statements that don't match
For each statement in your last answer that came from the PDF, make a table with the page number, the heading and the original sentence. For statements you can't quote verbatim, write "no quote".
When summarizing several sources, Copilot may include information that is not in its input sources. A copy converted in Word may not keep the page breaks of the original PDF, so record pages from the original PDF. For checking in general, see "Before you use an answer, check facts, figures, names and dates against the source" on this page.
Supporting passage from the source
Copilot Chat responses include inline citations of its sources next to the information it generated. In a Copilot Chat response, find an inline citation and hover your cursor over it. When hovering of the inline citation, you can: Select the source file to open it in a side pane in Copilot Chat.