# Turn a long school handbook into a checklist you can keep > Upload a school handbook or other long PDF and get the deadlines, fees and rules as a checklist with page numbers. Ask follow-ups, then save it. https://tachlisai.com/guides/summarize-pdf By TachlisAI. Reviewed October 5, 2026. The school sent a 40-page handbook, and you need to know what to do, by when and what it costs. Upload the PDF to TachlisAI and get a checklist with dates, amounts and page numbers, ask about anything else in the same chat, and save it as a PDF. ## From the handbook to a checklist Sign in, start a chat and attach the PDF. One message can carry up to five files, so the supply list and the school calendar can come along with the handbook. The handbook below is invented, and five of its pages are quoted so you can see where each line of the checklist comes from. **Illustrative example: A parent handbook, turned into a checklist** *From the invented handbook* > Page 6: “Every student needs a completed medical form on file before the first day of school, September 2. Forms are available from the office and on the parent portal.” > > Page 9: “Each family pays a $40 supply fee by September 15. Checks are payable to Riverside Academy.” > > Page 11: “Carpool registration opens August 1 and closes August 20. Families who register after August 20 are placed on a waiting list.” > > Page 12: “Dismissal is at 4:00 Monday through Thursday and at 12:30 on Friday. Children picked up more than 15 minutes after dismissal are charged $1 per minute, billed monthly.” > > Page 15: “If your child will be absent, call the attendance line, 845-555-0190, by 8:30 a.m.” *The request* > My son starts first grade here in September. Make a checklist of what I have to do or pay to get ready for the school year, including deadlines during the first few weeks. Give the date and page number for each. Then list the daily rules I need to remember. A checklist made from those pages: - **By August 20:** register for carpool. Later registrations go on a waiting list. (p. 11) - **Before September 2:** hand in the medical form, from the office or the parent portal. (p. 6) - **By September 15:** pay the $40 supply fee by check to Riverside Academy. (p. 9) - **Pickup:** 4:00 Monday to Thursday, 12:30 on Friday. More than 15 minutes late costs $1 a minute, billed monthly. (p. 12) - **Absences:** call 845-555-0190 by 8:30 a.m. (p. 15) - **Ask the office about snow days:** these excerpts don’t cover them. ## Keep asking in the same chat The PDF stays with the conversation, so the next question doesn’t need the file again. **Illustrative example: A follow-up about the same handbook** *You ask* > Which of these can I do on the parent portal? *The answer* > The medical form is on the parent portal (p. 6). The handbook doesn’t say whether carpool registration or the supply fee can be handled there, so that’s a question for the office. Uniforms, the bus and early-dismissal days work the same way. Ask for the page with each answer, and open that page when a date or an amount matters. ## Save it, and use it again next year When the checklist is right, **Download PDF** under that answer saves it as a PDF to print or keep on your phone. To edit it first, ask for it as a Word document to download. Next summer’s handbook can go into the same chat with “Same checklist for this year’s handbook,” and **Search chats** finds the conversation if you’ve lost track of it. The request works on other paperwork too, such as a lease, a camp packet or a benefits booklet from work. Ask what you have to do, by when and what it costs, with page numbers. Uploads need an account. Once you’re signed in, attach the handbook or packet and ask for the checklist with page numbers. [Sign up and attach a PDF](https://tachlisai.com/signup) ## Related reading - [Kosher AI for work and business](https://tachlisai.com/kosher-ai-for-work): Get help with business emails, resumes, spreadsheets, documents, and simple websites. Practical kosher AI tools for earning a living b’kavod. - [Answer an upset customer from your notes and send the reply from Gmail](https://tachlisai.com/guides/customer-emails): Type what happened in a line or two, get a reply worth sending, change it in the same chat and send it from Gmail when you confirm. - [Kosher AI app for iPhone and Android](https://tachlisai.com/kosher-ai-app): Use TachlisAI on iPhone, Android, or the web. Take photos, dictate questions, listen to answers, and work with images and files in one kosher AI app.