Geni Document Access allows you to designate uploaded files as knowledge sources for Geni, the AI assistant within the Vistra Digital Platform (VDP). Once enabled on a file, Geni indexes the document and references its contents when responding to your queries — delivering answers grounded in your own prescribed knowledge. Access controls are built in, ensuring that only authorised users benefit from indexed content.

💡 Key Takeaway: Enable Geni access on individual files to transform your uploaded documents into a curated, queryable knowledge source that respects existing permission controls.

Step 1: Navigate to the File Manager Navigate to the Documents > File Manager tab in VDP.

Step 2: Enable Geni Access on a File Locate the file you want to index, open the file menu, and select "Enable Geni access". Indexing is near-instant — the file's contents become immediately available for Geni to reference.

Step 3: Query Geni Using Your Documents Ask Geni a question related to the content of a tagged file. Geni draws from indexed documents when generating its response, providing answers grounded in your prescribed knowledge.

Step 4: Disable Geni Access (Optional) To remove a file from Geni's indexed knowledge, return to the File Manager, open the file menu, and select "Disable Geni access". The file is immediately de-indexed and will no longer be referenced in responses.

🎯 Accuracy: Geni responses are grounded in your own uploaded documents, reducing generic or irrelevant answers.

⏩ Efficiency: Query your documents through natural language instead of manually searching through files.

🔐 Security: File permissions are respected — Geni only references documents a user is authorised to access.

📊 Transparency: You control exactly which files Geni can access, with the ability to enable or disable at any time.

✅ For Client Relationship Managers:

Enable Geni access on entity incorporation checklists and local governance summaries to provide tailored, step-by-step onboarding responses specific to the team's processes.

✅ For Compliance Managers:

Enable Geni access on regulatory circulars and industry guidance notes so Geni can cross-reference them against entity compliance statuses and flag where entities may not meet updated requirements for proactive risk assessment.

✅ For Account Managers:

Enable Geni access on client engagement letters and service agreements so Geni can supplement structured data responses with context such as agreed fee schedules or scope of services.

Can I enable Geni access on multiple files at once?

Bulk tagging is not available at this time. Files must be enabled individually through the File Manager.

What file types are supported?

Geni access supports .txt, .md, .pdf, .docx, and .pptx files. Other formats are not supported at this time.

What happens if I do not have permission to access a file?

Geni will not reference files you do not have access to, regardless of whether the file has been tagged for Geni access. Document permissions are always respected.

Geni Document Access gives you control over which uploaded files Geni can reference when answering queries. By enabling access on specific documents, you create a curated knowledge source that delivers grounded, permission-aware responses. Enable or disable access at any time through the File Manager to keep Geni's knowledge current with your needs.