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Document Templates

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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.

Benefits

Stop recreating documents

70% of documents and files get recreated. M-Files keeps everything organized and makes sure there’s only one up-to-date file, so you never have to remember which version is the right one.

Eliminate mistakes

Recreating documents can create compliance & legal issues because every contract, agreement, or legal document looks different. M-Files helps reduce the risk of unsatisfactory audits and regulatory non-compliance by organizing, recording and automating everything.

Save time

M-Files pre-fills important document fields automatically based on information that’s already in M-Files. You’ll never have to manually enter a customer name, address, or date again.

Make templates for almost anything

M-Files document templates are available for Word, Excel and PowerPoint 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.

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