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Connect file storage so your documents are available in Metal and become searchable. Supported providers are SharePoint, Egnyte, Box, ShareFile, and Google Drive.

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Enable a provider (admin)

1

Open Integrations

Go to Settings → Integrations and choose your provider.
2

Enable it for your firm

Follow the provider’s setup. For example, Egnyte asks you to Enable Egnyte and enter your Domain Name.

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Connect your account (user)

1

Open Connections

Go to Settings → Connections and find the provider your firm enabled.
2

Connect

Click Connect and authorize access. You’ll see a Connected badge when it’s set up.

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Browse connected files

Once connected, browse the provider under Files in the sidebar. Documents you bring in are processed so their contents turn up in search.