M-Files Software Features

Familiar Interface

• Easy to use – users work the way they always have, using standard Windows commands they already know.
• Direct access to Document Management data using standard windows file commands such as Open, Save, Save as, etc.
• Drag and drop documents, emails and other files to M-Files DMS or vice versa.

Folderless Storage

• Single location from which all files are accessed
• Virtual-local drive – bridging the gap between centralized data storage and local computer. The only document management solution to offer this functionality.
• Customisable document properties – known as “metadata” allows files to be organized and streamlined according to your specific requirements. Brow-sfse files by class, project, or any properties you define.

Version Control

• Automatically preserves and tracks all previous versions – key criteria for quality standards
• Records a change log with usernames, timestamps, and comments.
• Automatic naming and numbering options

Integration

• Seamlessly integrates with Windows
• Supports all Windows applications – including Office, CAD, accounting, billing and inventory solutions, etc.

Fast Search & Dynamic Views

• Powerful search capability – enables you to instantly locate files by typing in simple keywords
• Search on customised metadata, file contents or both.
• Dynamically view documents in any hierarchical structure you choose
• Make the same document available from multiple folders without creating copies

Secure Permissions

• Restrict access to sensitive documents while maintaining a single storage location
• Customisable permission settings
• Compatible with Windows Active Directory
• Automatically schedules backups of all data

Collaboration & Workflow

• Annotation capability adds comments to a document without modifying the original file
• Advanced workflow capabilities for formal processes.
• Simple assignments for ad hoc collaboration
• E-mail notification of new and modified documents

Mobile & Offline

• Remarkably fast over remote connections
• Mobile Apps to make documents accessible from iPhone, Android and Windows Phone devices
• Offline mode, with automatic synchronization. Travelling users can view, create, edit, and store documents

Scan & OCR

• Works directly with virtually any scanner or multi-function device
• Convert paper or images to fully searchable PDFs
• Compatible with any file format including TIFF, JPEG, BMP, PNG and GIF
• Barcode recognition for automated document classification and routing processes
• Supports “ID-based” scanning for automating tasks such as file naming, definition of metadata and initiating workflows