You know it's in there somewhere.
In Rhodes: the chat panel, or Documents
Ask for it
This is almost always the fastest route, and it's the only one that can find a document by what's inside it:
- "Find the transfer restriction clause in the Tarn Ridge partnership agreement."
- "Show me every K-1 for Fenwick Trust from 2024."
- "Which operating agreement mentions a right of first refusal?"
- "What did Ashgrove CPA send us last month?"
- "Pull the EIN letter for Bramble Hollow."
Chat can read a document's outline, jump to a section, and keyword-search its extracted text, returning the matching passage with the surrounding context. It can also filter by entity, investment, document type, year, or the date a document was added, in a single question.
The Documents page can't do any of that. Its search box matches the document's name and its entity's name — nothing else. If the phrase you remember is in the body of a 60-page agreement rather than in its filename, the page will never find it and chat will.
Browse instead
When you don't have a specific target — you want to see everything of a kind — the Documents page is better. Filter by category:
| Formation | Operating agreements and amendments, certificates of formation, articles, bylaws, partnership and trust agreements. |
| Tax | EIN letters, 1065 / 1120 / 1120-S / 1041 / 1040 returns, tax packages, K-1s, W-9s, W-8BENs, state forms and franchise tax payments. |
| Investor | Subscription agreements, capital call and distribution notices, side letters, PPMs, cap tables. |
| Contracts | Management, advisory, consulting, service, license and lease agreements; notes, loans, guarantees, assignments. |
| Compliance | Annual reports, statements of information, certificates of good standing, foreign qualifications, registered agent appointments. |
| Insurance | Certificates and policies. |
| Governance | Board resolutions, member consents, meeting minutes, powers of attorney. |
| Other | Everything else. |
A filter sits beside the categories: Not Processed shows documents Rhodes hasn't finished reading. The list shows 50 documents at a time; use Load more to see the rest.
The Expected tab, next to All documents, shows what you're still waiting for rather than what's on file: K-1s, yearly documents, and the documents each entity should keep on file. More in the article Which Documents Haven't Arrived.
Rows that arrived by email carry a chip showing that, so you can see where a filing came from.
An entity's own Documents tab is the third option: everything filed against that one record, with a count. There, Tax documents are grouped by year and then by kind, with K-1s split by jurisdiction (federal apart from each state). That helps when one entity has a dozen K-1s.