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M-Files Administrator - Creating an Informative Workflow | The Smarter Way To Work

Each document has a lifecycle, during which it is processed and edited. During the lifecycle, the contributors may change and different persons may be responsible for different decisions. However, it is important that every person participating in the process is aware of their own areas of responsibility and the working stage. The M-Files workflows enable modeling document lifecycles according to real world processes.

M-Files Administrator: Creating a Review and Approval Workflow | The Smarter Way To Work

One of the most used and needed workflows throughout all organizations is the document review and approval workflow, where documents start out in a draft state and then they go through review and then final approval. 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.

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.

Giving clients access to automation: It's a good thing

When it comes to no-code document automation, the question invariably arises: How much access should be given to clients when it comes to template questionnaires, especially as it applies to legal clients? This could include external clients for law firms, those who are paying the law firm for legal services, or internal clients for in-house, those who are requesting services from the legal department. You may be wondering why they need access to the template questionnaire at all!

How to streamline your contract creation process with help from your clients

Those who are tasked with drafting contracts recognize the frustration of wasting time to get all the needed information before drafting a contract. Both law firms and in-house counsel have clients who need contracts—customers of the law firm or those in businesses relying on the company’s legal department for their contracting needs.

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.