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M-Files

M Files Admin: Sending Notifications via Workflow | Intelligent Information Management

Notifications are a great way of keeping people up to date of what is going on with the documents they put into a workflow. To send a notification, first define the recipient users and user groups. Then enter the notification subject and the message. You can also specify the user from metadata or state transitions.

Here's Where to Spend Your Money on Digital Transformation in a Post-COVID World

It's safe to say that the ongoing COVID-19 pandemic has been a challenge for all of us — especially for organizations that were in the process of undergoing their own digital transformations as the lock downs started in March 2020. The need to use technology to support a fast-paced and agile workplace was always paramount — but somehow, it's become even more so in an era where most of your employees are going to be working from home for the foreseeable future.

These Seven Little Document Management System Changes Can Make a Big, Big Difference

Over the years, document management systems have evolved to the point where they've become a major contributing factor to the productivity of your organization... or they can be, under the best possible circumstances. So how do you lean into the strengths that make these solutions so powerful, taking advantage of those "best circumstances" at every opportunity? By making seven little changes to your approach that add up to a big, big difference before you know it.

M Files Administrator: Sending Assignments Via Workflow | Intelligent Information Management

Assignments are an important part of workflows. They transfer information and responsibility for task execution to the correct person automatically during a state transition. M-Files offers two types of assignments for use in connection with workflows. By selecting Assign to User, you can create an assignment that does not result in a separate object. You can also have separate assignments created once the object workflow is moved to a certain state.

4 Reasons SaaS Users Love Online User Communities (and Why You'll Love the M-Files Community)

M-Files is launching a new online user community on March 15. In the weeks prior to launch, it's a good time to take a step back and consider online user communities in general. What do they do? What needs do they serve? And why are they so important for SaaS success? It used to be that technology adoption was viewed as a relatively simple transaction — with a clear start and end. Decide what software you need. Buy it. Learn how to use it. Done.

Where to Find the Answer to All of Your M-Files Questions: The M-Files Community

On March 15th, we're launching the M-Files Community — a place where customers, admins, partners and M-Files employees can discuss all things M-Files. Whether it's a technical question, best practices or just a nickel's worth of free advice, the M-Files Community will (1) establish a sense of connection within the global M-Files community, (2) facilitate self-service, and (3) help us gather feedback from M-Files users about the product. Join us with Julian Cook, M-Files Chief Customer Officer, and Jocelyn Flint, Global Community Manager for a quick explanation of the purpose, roadmap and expectations of the M-Files Community.

The Future of User-Friendly ECM is Here with the Powerful 2021 M-Files Web Client

Does it take way too long for your organization to adopt an ECM system? You are not alone. Many organizations face humongous implementation projects with the added complication of data migration before they can actually realize real benefits from their ECM investment. Any software solution only brings value if end users embrace it and adapt it to their daily routines. And the users will be happy to adapt only when the solution is easy to learn and use.

The Key Element That Will Contribute to Business Recovery in 2021? Digital Transformation, According to Studies

It’s truly difficult to put into numbers just how enormous the change represented by COVID-19 has been to us all. Seemingly overnight, the ongoing pandemic (that we’re still firmly in the middle of) changed the way we work, the way we communicate, the way we collaborate and so much more.

For Accounting Firms, Managing Source Documents is 10x Easier with an Information Management System

If you had to make a list of all the things that are critical for small business compliance, the successful management of source documents would be right at the top. This is especially true for accounting firms, in particular, who are dealing with massive volumes of documents — like bills, invoices, receipts, and anything else related to countless transactions on a daily basis.

The Top 4 Powerful Benefits of a Document Management System

One of the most important things that business leaders need to realize is that outdated technology – especially a document management solution – isn’t just frustrating. It can literally be costing an organization money in more ways than one. In this article, we’ll discuss four benefits of a document management system.