Teams | Collaboration | Customer Service | Project Management

Latest Videos

Introduction to Metadata Cards in M-Files | The Smarter Way To Work

This video will introduce you to the metadata cards, their benefits and how to use them in M-Files. Whenever you are saving information into M-Files you'll be greeted with a metadata card. You use this card to give valuable information about the document such as what it is, and what it relates to. 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.

Introduction to M-Files for Microsoft Teams Add-In | The Smarter Way To Work

Knowledge work is done on collaboration platforms, such as Microsoft Teams. M-Files for Microsoft Teams Add-In enables M-Files users and anyone they invite to their Teams outside their organization, to securely and conveniently collaborate on M-Files content.

Introduction to M-Files Advanced Outlook Add-In | The Smarter Way To Work

The M-Files Advanced Outlook add-in integrates M-Files and Outlook seamlessly, allowing you to file business critical conversations and documents into M-Files effortlessly, and thus, ensuring that information doesn't get lost in the sea of emails and inboxes. The Integration offers email management, document collaboration, version control, search capabilities, automatic filing, and integration with other applications for a more integrated and streamlined workflow.

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.