The Documents page holds everything you've uploaded for the property — rent roll, offering memorandum, P&L, T-12, site plans, photos. Open it with the Documents button at the top of the property workspace; add files there or with Upload Docs. Each upload is OCR'd, indexed, and made available to the chat panel as a primary source.
What's on this page
A list of documents with:
- Name and uploaded date.
- Type — Relm auto-detects rent roll vs financials vs leases vs tax bills and more; you can change the type when you upload.
- Unit — if the document belongs to a specific unit — and who uploaded it.
- Status — Pending while it's processed, Indexed when chat can search it, Not indexed if it was skipped, or Vector failed if indexing failed.
- Actions — view, download, re-index, regenerate the document's summary, or delete.
Supported formats
- PDF — text or scanned (we OCR scanned PDFs).
- XLSX / XLS / CSV / TSV — rent rolls, T-12s, P&Ls.
- DOC / DOCX / TXT — narrative OMs, broker memos.
- Images — JPG, PNG, GIF, WebP, TIFF, or BMP for site plans and unit photos.
Files can be up to 50 MB each, and you can add up to 50 at a time. If your file type isn't listed, convert it to PDF before uploading.
How indexing works
After upload, each document goes through a pipeline:
- Extract — text is pulled (OCR if needed).
- Chunk — split into searchable passages.
- Index — passages are indexed so chat can find them by meaning, not just keyword.
- Type-detect — Relm classifies the document (rent roll, financials, lease, etc.) so it can be routed to the right downstream pipeline (e.g. rent rolls feed the Units section).
You can watch the status move from Pending to 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 not used to train AI models without your explicit consent. We retain documents while a property is active. Deleting a property removes it and its research data right away — there's no recovery window — but the uploaded files aren't erased automatically; email legal@relm.ai to request full deletion. 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 may have missed it. Select it on the Documents page and use Reclassify, or re-upload it and set its Doc Type to Rent Roll in the upload window.
- A document is stuck on "Pending". Wait 5 minutes, then refresh. If it's still stuck, try re-indexing it, or report it.