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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.

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.

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.

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.