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Documents is the company’s full primary-source document library inside the Equities (Data Viewer) workspace, scoped to the one ticker you are researching. For a chosen year it gathers the company’s regulatory filings, earnings-call transcripts, earnings presentation slides, press releases and ESG/sustainability reports into a single browsable, searchable gallery — and lets you read any of them in place, without leaving the page, in a built-in reader. It is the company-level counterpart to platform-wide Document Search: instead of searching across every company, it shows everything on file for this company in this year, with a one-click bridge to hand any document to the AI assistant. Find it under Equities → Documents for any company. Users also call it the “Documents tab,” “Company documents,” “Filings & documents,” or the “Document library.”

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What it is

Documents answers a single question: what has this company actually published? It is where you go to the source — to read the latest 10-K, 10-Q or 8-K (or 20-F and 6-K for foreign issuers, or Canadian SEDAR filings), to pull up an earnings-call transcript, to review the quarter’s presentation slides or press release, or to open a sustainability report — rather than to look up a pre-computed number. For the company you have open, pick a year and the page lays out every document on file for that year as a single gallery. Filter by document type, drill into a filing family, search by name, and sort the results. Click any card and the document opens in a built-in reader beside the list: PDFs and filings get page navigation, zoom and in-document find; other web-format documents get a clean Reader Mode; transcripts render as a readable speaker-by-speaker conversation. From the reader you can push the document straight into the AI assistant as context, or open the original in a new browser tab to save it. It is scoped to the single company whose workspace you are in. For a cross-company, full-text search of the same kind of documents, you use Document Search instead (see When to use something else instead).

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When to use it

Reach for Documents when your question is about one company’s published record and you want the actual source:
  • Read a specific filing — the latest 10-K annual report, 10-Q quarterly report, 8-K current report, DEF 14A proxy, a registration statement, or a foreign-issuer 20-F or 6-K (and Canadian SEDAR filings).
  • Open an earnings-call transcript — read management’s exact words, by speaker, for a given quarter.
  • Review the quarter’s investor materials — the earnings presentation slide deck or the earnings press release.
  • Open a sustainability / ESG report — the company’s own ESG or environmental-progress disclosures.
  • Hand a document to the AI — load any filing, transcript, deck or report into the assistant so it can summarize it, answer questions, or extract figures.
It is the natural starting point for any “let me read the actual document” question about a single company.

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When to use something else instead

Documents shows what this company filed and published. It is not a cross-company search engine, and it does not carry the live event calendar or non-earnings investor-event documents — those live on the Events side and in Company IR & Events.

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How to use it

1

Open Documents

Open a company in the Equities (Data Viewer) workspace and select the Documents tab. It loads that company’s documents for the most recent available year automatically. If the newest year has nothing yet, the view steps back one year on its own so you never land on an empty screen.
2

Pick a year

Use the Year selector to choose which year’s documents to browse. The five most recent years are available; you browse one year at a time.
3

Filter by document type

Narrow to the kinds of documents you want with the Document Type filter — SEC Filings, SEDAR Filings, Slides, Transcripts, Press Releases, ESG Reports. You can select several at once, and Clear all resets them.
4

Drill into a filing category

When SEC or SEDAR filings are in view — or while you are still browsing all types — a matching Category filter appears (for example annual reports, quarterly reports, current/material-event reports, proxy statements), as long as the company has filings that year. Use it to focus on one filing family. The categories shown are drawn from what the company actually filed that year.
5

Search by name or type

Type in the Search box to filter the cards by file name, document type or filing type. Matching is forgiving of punctuation — typing “8k” finds “8-K” and “10q” finds “10-Q”.
6

Sort the results

Order the cards Newest First, Oldest First, Name A–Z or Name Z–A.
7

Open a document

Click any card to open it in the in-place reader on the right. The gallery condenses to a list beside the reader; drag the divider to rebalance the space, or collapse the list entirely to give the reader more room.
8

Read it in the built-in reader

PDFs and filings open with page navigation, zoom and in-document find; other web-format documents offer a clean Reader Mode; transcripts render as a readable speaker-by-speaker conversation.
9

Ask the AI or open the original

Use Ask AI about this document to push the document into the AI assistant as context for questions, summaries or data extraction. Use Open in new tab to view or save the original outside the app, and Close to return to the full gallery.

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What you get

The page has three working areas: the filter-and-search controls, the document gallery, and the in-place reader. The controls that scope which documents appear. When nothing matches, a “No documents found” state appears, with a Clear all filters shortcut when filters are active. The browsable gallery of documents for the selected company and year. Each document is a card showing:
  • A thumbnail — a real first-page preview when available, otherwise the company logo with a type icon (thumbnails load as cards scroll into view).
  • A cleaned, human-readable file name.
  • A color-coded type badge with an icon, so the document type is recognizable at a glance — SEC Filing (blue), SEDAR Filing (indigo), Slides (orange), Transcript (purple), Press Release (green), ESG Report (emerald).
  • The specific filing type when present (for example 10-K, 8-K, DEF 14A).
  • The quarter and year when present.
The gallery is paginated at 16 documents per page, with compact page controls and a “Showing X of Y documents” count.

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In-place document reader

Reads the selected document without leaving the page. It opens beside the now-condensed, resizable, collapsible document list. The reader header shows the document’s icon, name, type, filing type and quarter/year, plus three actions — Ask AI about this document, Open in new tab and Close — and a toggle to show or hide the document list (the list auto-collapses when both the reader and the AI assistant are open, then reopens when you close the reader). The reader adapts to the document:

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Key capabilities at a glance

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What you can take away

  • The document read on screen — as a PDF, a non-filing web document with Reader Mode, or a speaker-by-speaker transcript.
  • The document handed to the AI assistant as context (its name, type, ticker, year, quarter, filing type and a link), so you can run Q&A, summarization or extraction in chat.
  • The original document opened in a new browser tab, where you can use the browser to view or save it.

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Data & sources

Documents draws on the company’s primary-source disclosures and its investor-relations output, all keyed to the ticker you are viewing:
  • US regulatory filings — SEC filings such as 10-K annual reports, 10-Q quarterly reports, 8-K current/material-event reports, DEF 14A proxy statements, registration statements, and foreign-private-issuer forms such as 20-F and 6-K.
  • Canadian regulatory filings — SEDAR filings, organized by category and filing type.
  • Earnings presentation slides — the company’s investor-relations earnings slide decks, by quarter.
  • Earnings-call transcripts — quarterly earnings-call transcripts, rendered speaker-by-speaker.
  • Press releases — the company’s earnings / IR press releases, by quarter.
  • ESG / sustainability reports — the company’s own published ESG, environmental-progress and sustainability reports (the year is taken from the document itself and matched to the year you selected).
All documents are sourced from primary issuer and regulatory disclosures and the company’s own investor-relations output, keyed to the company you are viewing. Fiscal-period and year context follows the company’s actual fiscal calendar.

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Tips & best practices

  • Set the year first, then filter. The year drives everything on the page; pick it, then narrow by type and category to cut straight to what you need.
  • Combine type filters when you are comparing. Selecting Transcripts and Slides and Press Releases at once gives you the full quarter’s earnings package side by side in the gallery.
  • Search forgivingly. You don’t need exact punctuation — “8k”, “10k” and “10q” all find the hyphenated filing names, so type the shorthand you’d say out loud.
  • Use the category filter to find the one filing you want. For a 10-K, filter to SEC Filings and pick the annual-reports category; for the latest material event, pick the current-reports category.
  • Let the AI do the first read. Open a long filing or transcript, click Ask AI about this document, and ask for a structured summary or specific figures before reading the exact words yourself.
  • Use Reader Mode for messy web documents. When a non-filing web page is hard to scan, switch on Reader Mode for clean article text, then flip back to Original View if you need the exact on-page formatting.
  • To save a copy, use Open in new tab. There is no in-app download button; opening the original in the browser is the way to view or save the source file.
  • Resize for side-by-side reading. Drag the divider (or collapse the list) so the reader fills the space, and keep the AI assistant open alongside to ask questions as you read.

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Limits & things to know

  • The year picker covers the five most recent years. Older years are not selectable from this tab.
  • You browse one year at a time. Documents are shown per selected year, not as a continuous multi-year stream.
  • 16 documents per page. Longer years are paginated.
  • The document-type filter is fixed to six types — SEC Filings, SEDAR Filings, Slides, Transcripts, Press Releases, ESG Reports.
  • A document type shows only when the company has documents of that type that year. SEC filings, SEDAR filings, slides, transcripts, press releases and ESG reports each appear only when documents of that type are on file for the company and the selected year.
  • ESG reports are matched to the selected year by the year detected in the report, so an ESG report appears only under the year it is dated.
  • No download or print button in the reader. In-reader PDF download and print are turned off; use Open in new tab to save the original. There is also no Excel / CSV / PNG export on this surface.
  • No Add to Data Room, bookmark, or note-taking on this tab. The in-place actions are read, Ask AI, open in new tab, and close.
  • Non-earnings investor-relations documents are not shown here. Annual-meeting and conference transcripts, slides and press releases live on the Events side and in Company IR & Events, not in this company Documents tab, which focuses on filings, earnings materials and ESG reports.
  • The AI hand-off is a one-way context push. It opens the AI assistant pre-loaded with the document; it does not itself answer — you ask your question in chat.

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Availability

No special entitlement is required beyond having the company open in the Data Viewer — the tab is reachable for any ticker. What you actually see depends on what the company has on file: the six document types appear only when documents of that type exist for that company and year.

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Works with other features

Documents sits inside the Equities (Data Viewer) workspace, a per-company research surface that feeds the rest of the platform. The one in-place cross-feature action is Ask AI, but the documents you find here flow into several other features.

Chat (AI assistant)

Ask AI about this document pushes the open document into the AI assistant as context — its name, type, ticker, year, quarter, filing type and a link — so you can ask questions, request a summary, or extract figures. This is the main bridge from this tab into the rest of your workflow.

Document Search

Documents is the company-scoped view of the same primary-source filings and IR materials that Document Search covers full-text across many companies. Use Document Search when you need to search text, or find a passage without knowing which document holds it.

Company IR & Events

For the live earnings / IR event calendar, call audio, and non-earnings investor-event materials, use Company IR & Events — those documents are not shown in this tab.

Grids

After reading a document on one company here, take the same document-based question to a Grid to answer it across the company’s peers at once.

Reports

Use the filings, transcripts and reports you read here as factual grounding for a generated stock research report; the Equities workspace can kick one off for the ticker you are viewing.

Fundamentals tabs

Pivot from the source document to the numbers on the same name — Financials & Ratios, Estimates and ESG.

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Example workflow

Goal: get to the source on one company’s latest quarter, then scale the read across its peers and write it up.
  1. Open the company in the Equities (Data Viewer) workspace and select Documents. Leave the year on the most recent, and filter the Document Type to Transcripts, Slides and Press Releases to see the whole earnings package for the quarter.
  2. Open the earnings-call transcript in the reader, then click Ask AI about this document and ask the assistant for a structured rundown — key takeaways, guidance, the metrics management cited, and the main Q&A points. The transcript is already loaded as context.
  3. Switch the filter to SEC Filings, pick the annual- or quarterly-report category, and open the 10-K or 10-Q. Use in-document Find to jump to the sections you care about, and send the filing to the AI to reconcile the written disclosures with the spoken guidance.
  4. Cross-check the reported figures and consensus on Financials & Ratios and Estimates, and review the MSCI profile on ESG.
  5. To scale it, run a Grid that asks the same document-based questions across the company’s peer group at once.
  6. Generate a Report on the company grounded in these filings and transcripts, and use Open in new tab to save any original document for your own files.

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FAQ

For the company you are viewing: SEC filings (10-K, 10-Q, 8-K, DEF 14A, registration statements, and foreign-issuer forms such as 20-F and 6-K), Canadian SEDAR filings, earnings presentation slides, earnings-call transcripts, press releases, and ESG / sustainability reports.
The year picker covers the five most recent years. Pick the year you want; if the newest year has nothing yet, the view steps back one year on its own so you don’t land on an empty screen.
Filter to SEC Filings, optionally pick the matching category (for example annual or current reports), or just type in the search box — it understands “8k”, “10k” and “10q” even without the hyphen.
Read it right here. Click a card and it opens in the built-in reader — page navigation, zoom and in-document find for PDFs and filings, a clean Reader Mode for non-filing web documents, and a speaker-by-speaker view for transcripts. To save the original, use Open in new tab.
Yes. Open the document and click Ask AI about this document — it loads the document into the AI side chat as context so you can ask for a summary, key figures, or specific answers.
Each document type — SEC filings, SEDAR filings, slides, transcripts, press releases and ESG reports — appears only when documents of that type are on file for the company and the selected year. If a type isn’t showing, there are no documents of that type for that company and year.
Non-earnings investor-relations events (annual meetings, conferences, tech talks) live on the Events side of the platform and in Company IR & Events, not in this company Documents tab, which focuses on filings, earnings materials and ESG reports.
There is no in-app download, print, or Excel / CSV export on this tab (in-reader download and print are turned off). Use Open in new tab to view the original in your browser, where you can save it.
Not directly from the Documents tab. The available actions on a document are read in place, Ask AI, open the original in a new tab, and close. Data Room and report workflows are handled in their own areas of the platform.

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Getting help

For help using Documents or designing a research workflow around a company’s filings and transcripts, reach AllMind support through the in-app support option or by scheduling a support call with your account team. For a guided walkthrough, use the Help link in the top navigation.