Select the source material
Start with the buyer’s request and the company documents you are authorised to use. Keep current requirements separate from older examples.
Helvabase is for teams producing proposals, client documentation and compliance material. The assistant is the writing surface; the dossier keeps the sources and decisions that support the work.
Start with the buyer’s request and the company documents you are authorised to use. Keep current requirements separate from older examples.
Your chosen client handles analysis and writing. Helvabase is designed to retain the dossier, its sources, revisions and review decisions.
Review the evidence and unresolved questions before requesting files. An export is a deliverable, not a submission to the buyer.
The client receives your attachments and the source excerpts returned to it. Its subscription, retention rules and processing locations apply separately.
Helvabase owns business permissions, dossier versions and review state. Snipara provides source ingestion, indexing and retrieval. Confirm the applicable retention and deletion terms for your pilot.
A European provider or Swiss hosting does not establish end-to-end European processing. Check the selected client, enabled features and contractual terms before sharing restricted material.