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.
File size limits
Metal enforces per-format size limits on uploads. If a file exceeds its limit, the upload is rejected before it reaches processing.Very large XLSX and XLSM workbooks
Modern Excel workbooks (XLSX, XLSM) accept uploads up to 200 MB, but workbooks at or above about 50 MB are indexed metadata-only: Metal records the filename, size, and file type so the workbook stays findable in search and can be referenced from lists, workflows, and agents, but individual cell contents are not indexed. The original workbook is preserved and can be opened in sandbox for detailed reads and analysis. Smaller XLSX and XLSM files continue to be parsed in full, with cell contents indexed and searchable like other documents.Email files into a workflow
Some workflows can have their own inbound email address. When you send or forward an email to that address, Metal starts a workflow run and passes the email body, subject, sender, and attachments into the workflow. Use email-triggered workflows for process-specific intakes, such as NDA review or deal intake. For general document ingestion, you can still upload files directly or bring them in from connected file storage. If you do not see a workflow email address, ask your Metal admin or Metal contact to confirm that the workflow is configured, published, and shared with you. See Run and review Metal AI workflows.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.