Working with Clients
Documents
Upload statements, tax returns, and anything else you want Helix to reference later.
Introduction
The Documents page is where you keep files tied to a client: statements, policies, tax returns, meeting notes, and anything else that belongs on the file. Uploaded documents live alongside the client record. The text inside them gets indexed so Helix can answer questions about the client with that context in mind.
What the page shows
The Documents page is a table of every file you have uploaded for the client.
Page header at the top with an Upload button.
Search and filters below: a search box and a type filter.
Documents table showing the file name, type, upload date, and row-level actions.
Empty state reading No documents have been added yet when the client has nothing on file.
Uploading documents
Click Upload, or drag files straight into the upload area. You can drop multiple files in at once. Each file moves through three states:
Uploading: the file is being sent to DNA.
Indexing: DNA is reading the text inside the file so Helix can reference it.
Complete: the file is ready.
If a file fails, DNA shows an error against that row and you can retry by uploading it again.
Supported file types
PDF files
Word documents (.doc, .docx)
Spreadsheets (.xls, .xlsx)
CSV files
Plain text (.txt)
What happens to the text inside a document
After a document finishes indexing, its text becomes searchable by Helix. When you ask Helix a question about the client, it can pull relevant passages from every indexed document to frame the answer.
Indexing runs in the background. You can leave the page and come back later without interrupting it.
Uploads here do not run the extraction flow. Document extraction only happens during the Add Client flow, where DNA reads documents to pre-fill the initial client file. Once a client exists, files you upload on this page are stored and indexed so Helix can read them, but they do not create new assets, debts, beneficiaries, or coverage records on their own.
Downloading and deleting
Use the row-level menu on any document to download the original file or delete it. Downloads return the file exactly as it was uploaded. Deletions remove both the file and its indexed text, so Helix stops referencing that content on its next query.
Group clients
For group clients (couples, partnerships, households), documents live on the group file. Every member sees the same list, and Helix pulls from the same shared pool when answering questions about any member. There is no per-member document split on this page.