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M-Files

M-Files Administrator: Creating Common and Restricted Views | The Smarter Way To Work

Normally, views are created for personal use only. If you wish, you can define the view to be a common view visible to a desired user group. To define a common view, you need the document vault permission for managing the common document vault's common views. 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.

How to use the Pinned Tab in M-Files | The Smarter Way To Work

In this video, we'll go through what the pinned tab is all about and how to pin and unpin documents and other objects. 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 upgrade to the new user interface, please consult your organization's M-Files Business admin to see about updating your M-Files application.

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.

Document automation and legal design: A discussion

In September 2022, current M-Files Vice President of Ment Kaisa Kromhof discussed how document automation impacts legal design with Hannele Korhonen, founder of Lawyers Design School. The discussion was recorded before Ment joined M-Files and offers some keen insights into the history of Ment prior to the acquisition as well as some deeper insights into the legal tech world. For a transcript of the talk feel free to access it here.

Are your data agreements compliant?

Note: The following blog post originally appeared on the M-Files Ment website in late 2022—before the deadline of changes to Standard Contractual Clauses (SCCs) went into effect. However, we’re featuring this post to help those who may still have questions or concerns about SCCs changes. Changes to data protection regulations is an ever-evolving continuum across all continents.

Document automation doesn't have to be a nightmare

What’s the worst parts of your organization’s “manual document drafting” nightmares? Perhaps it’s those NDAs that you wish were automated or those Data Processing Agreements that you need to do before new regulatory deadlines take effect. The good news? There is a better way—an automated way. But, what are some of the considerations you’ll need to think about when looking at document automation for the first time?

5 non-tech tips to get the most of out of document automation

As global disruptions continue to make headlines, it’s never a bad idea to learn how to maximize effectiveness across all your business processes, including document automation. What follows are a few tips on how to prepare for and make the most of document automation, and by extension the efficiencies that can be absorbed from it.

Scaling to great heights with M-Files Ment

M-Files Ment is a dynamic no-code document automation platform that allows users to automate documents in minutes – without requiring technical resource. One of its unique qualities is that it allows users—for example, lawyers—to produce templates easily through its 100% no-code visual interface with minimal training. You can pick it up easily and run with it, allowing users to scale their team’s automated documents quickly and at reduced cost.