Teams | Collaboration | Customer Service | Project Management

In this video, we cover the different ways of grouping related information together in M-Files. There are multiple ways you can group and bundle information together, so that information is easier to find and understand. For instance, Views: Views allow you to save frequently used searches and define grouping levels. 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.

This video shows you how you can convert a single file to a multi file in M-Files. A multi-file document is a single document with multiple subfile, with a single metadata card. The difference from a document collection is that all the files in the multi-file document are bundled together under a single metadata card. 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.

This video is all about how you can save to M-Files. Whenever you save a document to M-Files, you use metadata to tell the system what the document is and what it relates to. When using M-Files, you no longer save documents in a single folder. Rather, you save your documents to the M-Files drive (which can be found on your computer like any other drive). You do not need to specify any other location than the document vault, as M-Files locates the document in the correct views on the basis of the metadata you define in the metadata card.

This video explains how documents are edited in M-Files via first checking them out for editing and then, when you are done with your changes, checking them back in to the vault. It also explains the version history functionality of M-Files.

This video explains how you can find your documents easily using Quick Search. Quick Search looks for objects that contain the search word in the file contents or metadata.

This video introduces you to views. Views are saved searches. When you click a view, you tell M-Files what you'd like to see based on metadata criteria Creating views is largely based on specifying the metadata used for searching and categorizing documents. Browsing and access documents through views make up a heavy part of using M-Files every day.

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.