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Session Id : FGbjDJwt8VG/nu7qQOKB8T
Copilot Studio - General
Unanswered

How to display an uploaded PDF Knowledge document from the citation link

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Posted on 18 Oct 2024 20:07:14 by 2
I am using pdf documents as a knowledge source. They are uploaded to dataverse and are ready to use. I ask copilot a question and answers are provided. The PDF file is provided as a citation. But when I click the citation link, the text of the pdf is displayed - I would like for the actual pdf to be opened/displayed to the user. The reason why is because those pdf documents may include schematics or photos which would give additional context.
Is this possible at all using copilot? Or am I just using the wrong storage location?
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  • Suggested answer
    Vinoth Selvam Profile Picture
    1,527 Super User 2025 Season 1 on 19 Oct 2024 at 09:48:59
    How to display an uploaded PDF Knowledge document from the citation link
     
    Can you try this method. This can help you to Customize the Citations.
     
    Amazing Video from Dewain.
     
     
     
    Thanks.
  • Suggested answer
    Vinoth Selvam Profile Picture
    1,527 Super User 2025 Season 1 on 19 Oct 2024 at 09:47:12
    How to display an uploaded PDF Knowledge document from the citation link
     
    Copilot currently behaves differently based on the type of Knowledge Source.
     
    Let us understand those.
     
    When you have the documents uploaded in the Dataverse directly,
    The Citations will be shown as Popup as you mention in your question.
     (But there are some ways to Customize this.)
     
     
     
    When you have the documents inside SharePoint,
    If Word Document -> It gets downloaded directly when you click on citations.
     
     
    If PDF -> It will Open the document in a new Tab.
     
     
     
     
     
    Thanks.

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