Upload files
You can upload from a folder or directly onto a company.1
From a folder
Open Files → My Files (or any folder), click Add, and choose New File. You can also drag files onto the area — a Drop files to upload overlay appears.
2
From a company
On a company’s profile, click Add File to upload files scoped to that company.
3
Confirm the upload
In the Add New Files dialog, add your files and click Upload. Files are processed in the background.
Uploaded files are processed automatically so their contents can be found later through search.
Find documents
Open Files and use Search files and documents, or press ⌘ K for the global search. See Searching in Metal. You can filter the Files view by company, document type, and source.Document types
Every file Metal processes is tagged with a document type — for example CIM, Financial Statement, Board Deck, or Quality of Earnings. The document type appears as a small badge wherever the file shows up: the Files table, integration browsers (Egnyte, SharePoint, Box, ShareFile, Google Drive), the file detail view, activities, and global search results.Reading the badge
The icon on the badge tells you who set the type:- Sparkle icon — Classified by Metal. Metal’s classifier (or its verifier) chose this type from the document’s contents.
- Person icon — Set by a user. Someone at your firm picked or changed the type by hand.
- No icon. A legacy classification with no recorded provenance.
- A confidence band — High, Medium, or Low — summarizing how sure the classifier was.
- A short rationale explaining why Metal chose that type based on what it read in the document.