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Adding and indexing files

Files live in Knowledge. Getting them in is the easy part. The thing worth understanding is indexing, because that is what lets Metir search inside them.

metirai.com/work/knowledge
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DDhwanit· Max

Knowledge

Ask or find IndexingAdd note
Recent
Notes
Files
Artifacts
Trash
2.4 GB / 10 GB New Folder Upload
PDF
Northwind-contract.pdf
Sets the commercial terms and the renewal cycle
contractNorthwind
XLS
Q3-forecast.xlsx
Sets the commercial terms and the renewal cycle
contractNorthwind
PPT
Board-deck.pptx
Sets the commercial terms and the renewal cycle
contractNorthwind

It writes a summary and tags too

Files uploading, indexing, then becoming searchable
  1. Drop files into Knowledge
  2. Indexing starts on its own
  3. Green means Metir can search inside it
  4. It writes a summary and tags too

Adding files

Upload from your computer, or import from Google Drive or OneDrive. See cloud drives.

Opening files on your phone

Tap a PDF, image or text file in Knowledge or Files to preview it full screen. Pinch to zoom PDFs and images, or select text to copy it. Close the preview to return to your files. To send a file to another app, open its menu and choose Share file. Spreadsheets and other Office files open the sharing options directly so you can choose an app to view them.

The Files tab and Recent view

Files is the folder manager. Use New Folder and Upload, switch between list and grid, follow folder breadcrumbs, and use a row's menu for Add to project, Index file or Index folder, Rename and Delete.

A file in Recent or Notes has a broader item menu. Alongside View and Download, its owner can add it to a project, index it, edit tags, add it to a collection, create a share link, inspect versions, rename it, or move it to Trash. On mobile, press and hold a file for Edit tags, Add to collection, Share file, Share link, Versions, Comments and Move to trash.

Indexing

A file has to be indexed before Deep Research or Askcan search inside it. Most files index by themselves shortly after upload. You can also index on demand from the file's menu, or from the Deep Research picker. An Indexing button above the file list shows everything waiting, in progress or stuck, all in one place, so nothing goes unnoticed and you can retry anything that failed.

Indexing states

  • Green, indexed and ready.
  • Blue, indexing now.
  • Grey, waiting its turn.
  • Hollow, not yet indexed.
  • Amber, a folder that is partly indexed.
  • Red, indexing failed. A file that produced no readable text is marked failed rather than pretending to be ready, and can be retried from the Indexing button.

What indexing gives you

Beyond search, Metir generates a title, a short summary and tags for each file. That is why files show a preview line and tag chips the way notes do. See organising Knowledge.

Where files show up

Knowledge has five tabs: Recent, Notes, Files, Artifacts and Trash.

Scanned PDFs and images are read with vision, so they can be indexed too. A photo of a whiteboard is searchable.

Related

  • OrganisingWorkspace
  • Choosing your perimeterDeep Research
  • Cloud drivesIntegrations
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