Documents

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 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 (up to 100 MB)
• Word documents (.docx up to 100 MB, .doc up to 25 MB)
• Spreadsheets (.xlsx up to 100 MB, .xls up to 25 MB)
• PowerPoint presentations (.pptx, up to 100 MB)
• CSV files (up to 25 MB)
• Plain text (.txt, up to 10 MB)
• Images (PNG, JPEG and TIFF, up to 25 MB each)

Each client can hold up to 500 files and 1 GB of documents in total. Other file types, including HEIC photos from an iPhone, are not accepted. Convert them to JPEG or PNG first.

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.

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. Deleting a document removes its indexed text, so Helix stops referencing that content on its next query. What happens to the file itself depends on whether it supports a compliance document:

• A file that is not attached to any compliance document is deleted for good, along with its indexed text.
• A file attached only to completed compliance documents leaves your documents list, but DNA keeps the stored file because the completed document is its record. It still appears in the Compliance folder.
• A file attached to a compliance document that is still in progress cannot be deleted. Remove it from that compliance document first, then delete it.

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.
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