WherePDF – AI chat for your documents

Getting started

New to WherePDF? Follow these steps to upload your first document and ask your first question.

• Create your account – Sign up with your email address or use single sign-on (SSO) if your organization has it enabled. No credit card required to start.
• Upload your first document – Drag and drop a PDF, Word document, or any supported file type into your workspace. Files are processed in seconds.
• Ask a question – Type your question in plain language. WherePDF will scan the document and return an answer with citations linking back to the source.
• Click citations to verify – Each answer includes highlighted passages. Click any citation to jump to the exact location in your document.
• Organize with workspaces – Create separate workspaces for different projects, clients, or departments to keep your documents organized.

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Workspaces & permissions

Collaborate securely with your team using workspaces and role-based access control.

• Creating workspaces – Team plan users can create multiple workspaces. Each workspace has its own set of documents and conversations.
• Inviting teammates – From the workspace settings, enter email addresses to invite team members. They’ll receive an invitation link to join.
• Managing access levels – Assign roles to control what each member can do: Viewer (read-only), Editor (upload and chat), or Admin (full control including billing and permissions).
• Sharing conversations – Copy a conversation link to share specific Q&A threads with teammates. Recipients must have access to the workspace to view it.
• Removing access – Workspace admins can remove members at any time. Removed members immediately lose access to documents and conversations.

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Privacy & security

Your documents are private, secure, and handled with enterprise-grade protection.

• Data encryption – All documents are encrypted at rest using AES-256 encryption and in transit using TLS 1.3. Your files are stored in secure, access-controlled data centers.
• Data retention – You control your data. Documents remain in your account until you delete them. Deleted files are permanently removed within 30 days.
• Compliance – WherePDF is SOC 2 Type II certified and GDPR compliant. We undergo regular third-party audits to ensure data protection standards.
• Privacy policy – We never train AI models on your documents. Your content is yours alone. Review our full privacy policy for details on data handling practices.
• Access logs – Team plan users have access to activity logs showing who accessed which documents and when. This provides full audit trails for compliance.
• Single Sign-On (SSO) – Enterprise customers can integrate with identity providers like Okta, Azure AD, and Google Workspace for centralized authentication.