Add files — CIMs, financials, memos — so your firm’s knowledge lives in one place and becomes searchable. You’ll find your documents under Files in the sidebar (My Files, Folders, and any connected storage).
Upload files
You can upload from a folder or directly onto a company.
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.
From a company
On a company’s profile, click Add File to upload files scoped to that company.
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.
Connected storage
If your firm has connected Egnyte, SharePoint, Box, ShareFile, or Google Drive, you can browse those sources under Files too. See File storage integrations. 
