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 Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, and Visio, as well as RTF and OpenOffice files.

When converting to PDF, M-Files updates the M-Files property fields, if any, in Microsoft Word and Microsoft Excel documents by using the current metadata of the object.

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 https://youtube.com/playlist

To upgrade to the new user interface, please consult your organization's M-Files Business admin to see about updating your M-Files application.

New to M-Files? Start with the Fundamentals - https://community.m-files.com/learning-resources/video-guides/w/user-videos/671/m-files-fundamentals

Other Helpful Resources:
https://userguide.m-files.com/user-guide/latest/eng/convert_to_pdf_format.html - For more information about converting to PDF format in M-Files
https://www.m-files.com/customers/training/ - For more information about Training and Learning solutions
https://community.m-files.com/ - For more learning resources