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M-Files

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.

Creating Notifications in M-Files | The Smarter Way To Work

M-Files can be requested to send email notifications to end users about object-related actions. Users can create new notification rules via M-Files Desktop: 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. To upgrade to the new user interface, please consult your organization's M-Files Business admin to see about updating your M-Files application.

Creating Multifile Documents in M-Files | The Smarter Way To Work

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.

Creating Document Collections in M-Files | The Smarter Way To Work

This video demonstrates how you can group information by creating your own document collections in M-Files. A document collection is a set of interrelated documents. The difference from a multi-file document is that each member of a document collection is independent and has its own metadata. In addition, the document collection has a collective set of metadata that is independent of the member documents. By contrast, in a multi-file document, all document files share the document's properties.