Outlook Intgeration

M-Files integrates tightly with Microsoft Office. Access data vaults with standard file commands such as Open and Save As.

Video: Outlook Integration

Go Offline with all your important documents

Accessing important information and documents no matter where you are is vital. M-Files offline availability allows you to view, edit and save documents even without access to WiFi or a network connection.

Video: Offline Availability in M-Files

AUTOMATED WORKFLOWS

M-Files automated workflows streamline common business processes (like contract approvals, controlled content, invoicing, etc.) so you can stay productive and ensure compliance. M-Files automatically monitors each step of the workflow process and sends a notification when there’s something that needs to be handled. It’s simple, quick, and built in to M-Files.

Video: Automate business processes and boost productivity

Find the right version, every time

Sifting through multiple versions of the same file and comparing changes takes time and reduces productivity. Instead, M-Files gives you robust versioning capabilities that empower users to manage documents more efficiently.

Video: Document Check-in & out, Version History

Sharing Documents

 Sharing documents in M-Files is as easy as a right click. Whether you need to send a document to someone outside of your company or collaborate with colleagues, M-Files keeps everything streamlined and organized.

Video: Document sharing made simple

FIND THE RIGHT CONTENT INSTANTLY

Searching for (and finding) information in M-Files is simple and lightning fast. Search by document name, customer, document type, keyword, and more. M-Files even searches inside documents to make sure you can easily find anything you’re looking for. And with efficient local caching, files open fast even with slow and unreliable network connections.

Searching in M-Files demonstration

DYNAMIC VIEWS

Dynamic views are virtual folders that organize information automatically. Everything in M-Files is organized by WHAT it is instead of WHERE it’s stored, which enables you to manage and view documents and other items exactly how you want to.

Video: Dynamic Views

M-Files Dynamic Views are virtual folders that allow users to access the information they need instantly. All information in M-Files is organized by WHAT it is instead of WHERE it’s stored. We understand that different people organize content in different ways. That’s why M-Files allows you to organize and view anything exactly how you want to. Check out the video below for more details about Dynamic Views.

ACCESS M-FILES ANYWHERE

Sometimes work needs to get done when you’re away from the office. M-Files allows you to access any document, anywhere, any time. Read more about our mobile access.

Access critical information from anywhere.

M-Files Mobile makes your M-Files Vault (including documents and workflows) accessible anywhere… even away from the office. M-Files mobile apps are available for download from the Apple App Store and the Google Play.

E-Signatures

M-Files supports signing documents and objects with electronic and digital signatures.

M-Files Mobile – eSigning Demonstration

M-Files Mobile enables businesses in highly regulated industries to maintain compliance outside of the office. The eSignature capability integrated into M-Files allows businesses sign documents with FDA 21 CFR Part 11 and Eudralex Vol 4 Annex 11 compliant electronic signatures.

DOCUMENT TEMPLATES

Eliminate unnecessary recreation of documents with M-Files document templates. Quickly create a template that will fill in information automatically for commonly used documents.

Using Document Templates

Watch and learn how to quickly create a template that will fill in information automatically for commonly used contracts, agreements, and other documents.

AUTOMATIC PERMISSIONS

Metadata-driven permissions: a revolutionary approach providing unprecedented power and flexibility for user access control management.

Video: Automatic Permissions

Managing complex access control policies becomes overwhelming with the limitations of most systems. M-Files provides unlimited control over any type of content while keeping things simple. That’s because permissions can be assigned based on what something is instead of where it’s stored. Give control back to the responsible business manager while freeing up IT resources with Automatic Permissions from M-Files.

CO-AUTHORING

Simultaneously edit shared documents with co-authoring in M-Files. Check a document out in M-Files and send the co-authoring link to co-workers, work groups and external collaborators to seamlessly edit a single document.

Simplified real-time document collaboration

In this video, discover how M-Files facilitates co-authoring by leveraging Microsoft OneDrive and Office. This allows both internal employees and external users to access and modify the same document simultaneously.

Intelligent Metadata Layer

The Intelligent Metadata Layer brings all your disconnected data silos together and provides users the right content in the right context every time. It leverages artificial intelligence to digitalize business and automate office work.

Video: Intelligent Metadata Layer