With File Sync, you can make your local drive and/or network drive (Google, OneDrive, etc.), files, research, and notes searchable within AlphaSense

Once synced, folders will automatically update within AlphaSense. In other words, when docs are added or updated to your selected folders, the changes will be automatically reflected and searchable in AlphaSense. Learn how to sync your folders here.

To set sharing permissions, tags, and company tickers on a folder level:

  1. Navigate to your File Sync App.

  2. Select the People, Tag, or Add Companies icon on the right-hand side of your desired folder.

  3. Select the People icon on the right-hand side of your desired folder and follow the prompts to select the group(s) or individual(s) you’d like to share with.

  4. Select the Tag icon on the right-hand side of your desired folder and follow the prompts to create tags.

  5. Select Add Companies on the right-hand side of your desired folder to add a ticker to your folder.

Note: These settings will automatically apply on the folder level. Document-level settings will need to be created within AlphaSense.

You can also create auto team tags based on folder names in your File Sync App.

  1. Go to Settings in your File Sync app.

  2. Check the box for Auto-create team tags from folder name under the Basic tab.

  3. Now can create tags from the main folder name and all sub-folder names and each document that lives within a folder will be auto-tagged.

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