The Documents section holds everything you've uploaded for the property — rent roll, offering memorandum, P&L, T-12, site plans, photos. Each upload is OCR'd, indexed, and made available to the chat panel as a primary source.
What's on this card
A list of documents with:
- Filename and uploaded date.
- Type — Relm auto-detects rent roll vs OM vs P&L vs other.
- Size and page count.
- Status — uploaded, processing, indexed, indexed-with-warnings, failed.
- Open / Preview action.
Supported formats
- PDF — text or scanned (we OCR scanned PDFs).
- XLSX / XLS / CSV — rent rolls, T-12s, P&Ls.
- DOCX / TXT — narrative OMs, broker memos.
- Images — JPG, PNG, HEIC for site plans, unit photos.
If you have a format that's not on this list, try uploading it — most common formats work — and reach out if it doesn't.
How indexing works
After upload, each document goes through a pipeline:
- Extract — text is pulled (OCR if needed).
- Chunk — split into searchable passages.
- Embed — passages are turned into vectors so chat can find them by meaning, not just keyword.
- Type-detect — Relm classifies the document (rent roll, OM, P&L, etc.) so it can be routed to the right downstream pipeline (e.g. rent rolls feed the Units section).
You can watch the status pill move from Processing → Indexed. Most documents complete in 30–90 seconds. Larger PDFs (200+ pages) can take longer. See Indexing & processing status.
Citations
Once a document is indexed, the chat panel can cite specific pages from it. A citation looks like:
Click it to open the document at that page in the viewer.
Privacy & retention
Uploaded documents are encrypted at rest, scoped to your organization, and never used to train models. We retain documents while a property is active and archive them when a property is deleted (with a 30-day recovery window). See Privacy & data handling.
Common issues
- A scanned PDF returns no text. OCR sometimes fails on heavily-stamped or watermarked documents. Try re-saving from the source as a text PDF if you have one.
- A rent roll didn't auto-populate the Units section. The auto-detection failed; manually mark it as "Rent Roll" from the document's actions menu and re-process.
- A document is stuck "Processing". Wait 5 minutes, then refresh. If it's still stuck, report it.