M-Files Search Options

The most efficient way of finding your documents and other objects is to use the M-Files search functions. This is especially useful when you remember only a single detail about the document or object

Modifying Information in M-Files

Learn how documents are edited in M-Files via first checking them out for editing and then, when changes are complete, checking them back in to the vault. Also version history is explained.

Saving Information in M-Files

When using M-Files, you no longer save documents in a single folder but on the M-Files drive, which can be found on your computer like a hard drive. You do not need to specify any other location than

Introduction to the M-Files Desktop User Interface

This video describes how the M-Files Desktop user interface works. When you log in to a document vault, you are first greeted with the home screen of the vault. The home screen comprises the quick vie

Sharing Information from M-Files

This video describes how you can share vault content to both people that have access to the same vault as you and to people outside your organization.

Using Views in M-Files

In M-Files, documents and other objects can be categorized into different views according to their metadata. Creating views is largely based on specifying the metadata used for searching and categoriz

Creating Views in M-Files

In M-Files, documents and other objects can be categorized into different views according to their metadata. Creating views is largely based on specifying the metadata used for searching and categoriz

Creating Document Collections in M-Files

A document collection is a set of interrelated documents. The difference from a multi-file document is that each member of a document collection is independent and has its own metadata. In addition, t

Creating Multi-File Documents in M-Files

A multi-file document usually contains several files, that is, files that together with the metadata constitute one multi-file document. You can view the contents of a multi-file document by double-c

Creating Relationships between Objects in M-Files

By using relationships, you can define metadata connections between objects, just as via the metadata card. For example, you can link a customer with an object. The customer then also appears in the m

Grouping Information in M-Files

This video will explain the different ways of combining information so, related documents can be bundled together and are easier to find.

Creating and Completing Assignments

Assignments transfer information and responsibility for task execution to the correct person. Assignments can be used, for instance, to request a colleague to look over a proposal before it is sent to

Creating Notifications in M-Files

M-Files can be requested to send email notifications to end users about object-related actions. Users can create new notification rules via M-Files Desktop.

Changing the Default Check-in Functionality in M-Files

Here are a few quick steps showing how you can change the default check-in functionality in M-Files. To learn more about the document check-in functionality watch this video.

Offline mode in M-Files - Use M-Files without a network connection

This video describes how you can make content available offline, how editing documents works in the offline mode, and what happens when you go back online. You can start using M-Files without a networ

Workflows in M Files

Automatic Permissions in M-Files

You can use automatic permission settings to pass permissions for an object when the object has a property value, object type or class that uses automatic permissions. The object receives automatic pe

Using Document Templates in M-Files

Use of templates in M-Files is really easy. Just select what you want to create and M-Files offers you the templates available. You can select from the ones created specifically for your company and f

Converting documents to PDF format in M-Files

Files of the object can be automatically converted into PDF form on the server when the object changes state. Conversion to PDF on the server can be done for files in such source formats as Microsoft