File Manager
Your drive inside Numen — store external files, ask the chat about them, and register them as widget data.
The File Manager is Numen's built-in drive. Your onboarding data (trial balance, GL, financial statements) flows in on its own — the File Manager is for everything else: meeting notes, CRM sales exports, external variables like FX rates, or any working file your team needs next to the numbers. Use it like Google Drive — create folders, upload, search, and share.
Three tabs
| Tab | What lives there |
|---|---|
| My files | Files and folders you uploaded and organized yourself. |
| Shared with me | Files teammates shared with you. |
| Widget data | Data series registered from files — each with a data key, period range, and a "used in N widgets" tag. |
Upload and organize
- + New creates a folder or uploads files — organize by project, month, or team.
- Search finds a file by name across everything you've stored.
- Each file's menu offers Rename, Share, Register as widget data, and Delete; download is one click away.
Ask the chat about a file
Press + in the chat input and choose Open File Manager. Pick a file — the latest CRM export, this week's meeting notes — and ask about it directly: the chat reads the file and answers with your other data as context. No re-uploading something you already stored.
Register as widget data
Choose Register as widget data on a file and its series become managed data — each with a data key, a period range, and a unit. From there they can feed custom widgets, sitting right next to your internal financials.