Chat answers in Relm are grounded in the property's data and your uploaded documents. When an answer draws on a document, it names the file it came from. This page is the operational guide to working with those citations.
What citations look like
A typical chat answer:
According to Acme_RentRoll_2026Q1.xlsx, the in-place vacancy is 5.2%. The Q1 P&L (Acme_PnL_2025.pdf) shows a slightly higher 6.0% economic vacancy after concessions.
Each uploaded document the answer names also appears as a clickable chip under the answer — that row of chips is the Document references bar. Clicking a chip opens the document in the document viewer. If your question belongs to another section, the answer can include a card such as Go to Comps that opens that section's page.
When a citation doesn't add up
If a chat answer cites a document but the document doesn't actually support the claim:
- Click the document's chip to open it.
- If the answer named the wrong document, report it as a bug.
- If the document is right but our reading of it was wrong, that's also a bug; the chat extracted the wrong fact from the right document. Report that.
We treat both kinds of citation errors as high-priority because trust in citations is what makes the chat useful at all.
Citations to property state vs documents
Two flavors:
- Document citations (Acme_OM_2026.pdf) name a file you uploaded; open it from the chip under the answer.
- Answers from property data (comps, taxes, the pro-forma) come from Relm's structured property state and don't add a chip. To audit one, open that section's page — on the Financial Pro-Forma page, click a line to see its Sources & Citations.
Both are auditable. Document citations are the gold standard for OM-derived facts.
Copying citations into your IC notes
Chat answers are designed to be copy-pasteable. The copy icon under an answer copies its text, including the document names it cites.
Paste into Notion, Google Docs, or your IC template — citations remain readable as plain text, even if they're no longer interactive.
Who can see a chat thread
There's no share link. Edit chats are shared with everyone in your organization; Research chats are private to you. People outside your organization can't see either.