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Content Management

Automatic Permissions in M-Files | The Smarter Way To Work

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 permissions when a value with automatic permissions specified is added to the object metadata. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply.

Co-authoring via Microsoft Office in M-Files | The Smarter Way To Work

With M-Files, several users can edit a document at the same time. You can check out a document for co-authoring via Microsoft Office for the web when the Microsoft Office for the web tools and co-authoring have been enabled for your vault or vaults. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply.

Workflows in M Files | The Smarter Way To Work

With workflows, the routines of the organization can be widely automated and tasks can be assigned to the right people at the right time. Users receive e-mail notifications about task-related issues, and managers can monitor task progress and approve completed tasks. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply.

Offline Mode in M-Files | The Smarter Way To Work

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 network connection by clicking your username in the top-right corner of the user interface and selecting "Go Offline" from the context menu. You will then have access to the Offline view, which shows all the objects that have been made available offline. In other words, the documents and objects in this view can be accessed even when a connection to M-Files Server is unavailable.

Creating Notifications in M-Files | The Smarter Way To Work

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: Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply. To access tutorial videos featuring the previous user interface, please click here. To upgrade to the new user interface, please consult your organization's M-Files Business admin to see about updating your M-Files application.