> ## Documentation Index
> Fetch the complete documentation index at: https://docs.metal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Files & documents

> Upload files to Metal and make their contents searchable.

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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="From a company">
    On a company's profile, click **Add File** to upload files scoped to that company.
  </Step>

  <Step title="Confirm the upload">
    In the **Add New Files** dialog, add your files and click **Upload**. Files are processed in the background.
  </Step>
</Steps>

<Info>
  Uploaded files are processed automatically so their contents can be found later through search.
</Info>

## Find documents

Open **Files** and use **Search files and documents**, or press <kbd>⌘</kbd> <kbd>K</kbd> for the global search. See [Searching in Metal](/help/search). 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](/help/integrations/file-storage).