Guided Tour of M-Files
A collection of short videos showing how to use M-Files enterprise content management (ECM) solutions. Transform how your business manages, secures and shares information with a unique metadata-driven approach that organises and processes content based on what it is, rather than where it resides.
01 Saving Documents in M-Files
How you can quickly and easily save documents to M-Files while ensuring they can be easily discovered and accessed by others in your organisation.
02 M-Files Mobile Access
Mobile Access makes your M-Files Vault (including documents and workflows) accessible anywhere... even away from the office.
03 Searching in M-Files
Searching for (and finding) information in M-Files is simple and lightning fast. Search by document name, customer, document type, keyword, and more. M-Files even searches inside documents to make sure you can easily find anything you're looking for.
04 M-Files Mobile Access - eSigning
M-Files Mobile Access enables businesses to maintain compliance outside of the office. The eSignature capability integrated into M-Files allows for regulated businesses to approve and monitor processes... even from a mobile device.
05 M-Files Dynamic Views
M-Files Dynamic Views are virtual folders that allow users to access the information they need instantly. All information in M-Files is organised by WHAT it is instead of WHERE it's stored. We understand that different people organise content in different ways. That's why M-Files allows you to organise and view anything exactly how you want to.
06 Sharing Documents in M-Files
Sharing documents in M-Files is as easy as a right click. Whether you need to send someone a document or collaborate with colleagues, M-Files keeps everything streamlined and organised.
07 Editing Documents in M-Files
M-Files simplifies document collaboration and editing. Checking out a document in M-Files protects it from being edited by someone else. When you're done editing, just check it back in and others can see any changes you've made. You can also view the history of changes made to a document with a right-click.
08 M-Files Document Templates
Eliminate unnecessary recreation of documents with M-Files Document Templates. Here's how to quickly create a template that will fill in information automatically for commonly used contracts, agreements, and other documents.
09 M-Files Automatic Permissions
Managing complex access control policies becomes overwhelming with the limitations of most systems. M-Files provides unlimited control over any type of content while keeping things simple. That's because permissions can be assigned based on what something is instead of where it's stored. Give control back to the responsible business manager while freeing up IT resources with Automatic Permissions from M-Files.
10 Co-Authoring in M-Files
Simultaneously edit shared documents with Co-Authoring in M-Files. Check a document out in M-Files and send the co-authoring link to co-workers, work groups and other collaborators to seamlessly edit a single document.
11 Offline Availability in M-Files
Accessing important information and documents no matter where you are is vital. M-Files Offline Availability allows you to view, edit and save documents even without access to WiFi or a VPN. Dynamically choose which content you need offline (like all documents related to a certain customer or project) and M-Files makes sure it's available to you offline.
12 Outlook Integration in M-Files
M-Files is tightly integrated with Microsoft Outlook. Easily save emails and attachments directly to your M-Files vault. M-Files Smart Folders know exactly what documents are and who they are related to. Watch how M-Files and Microsoft Outlook help you get things done quickly.
13 Workflows in M-Files
Use M-Files Automated Workflows to streamline common business processes (like contract approvals, controlled content, invoicing, etc.), stay productive, and ensure compliance. M-Files automatically monitors each step of the workflow process and sends a notification when there's something that needs to be handled. It's simple, quick, and built in to M-Files.
14 Desktop Scanning & OCR in M-Files
Scan documents and automatically make them searchable with OCR technology built right in to M-Files. M-Files works with any USB scanner, so compatibility is never an issue. Just scan, store and let M-Files do the rest.
15 New in M-Files 10.0
M-Files are proud to unveil the completely updated and redesigned M-Files 10.0. It's more intuitive, functional and -- for the first time ever -- available for smartphones and tablets from the App Store, Google Play and Windows Phone Store.
16 Annotations & Redlining
Annotations and redlining in M-Files allows any M-Files user to add comments to a document without modifying the original file. See all annotations and comments at once, or view each bit of feedback individually. Use annotations and redlining in M-Files on PDF files, Word documents, Excel spreadsheets, PowerPoint presentations and Visio drawings.
17 Mobile Scanning
Scan documents (like expense receipts) directly to M-Files using the M-Files mobile app for iPhone and iPad. See how M-Files can keep your business running smoothly even when you're away from the office.