Our training videos will help you understand records management concepts and AutoRecords.
AutoRecords for M-Files Training Videos
We also offer series of videos specific to our samples vault that review how the policies in the sample vault are set up and how they work.
Infographic PDF describing main features and limitations of AutoRecords for M-Files.
A Microsoft PowerPoint presentation introducing the AutoRecords for M-Files.
You can show the presentation as is or extract slides to integrate into your own presentations.
This is a full backup of a pre-configured M-Files vault with AutoRecords for M-Files installed and configured for multiple policies already in place. The vault requires M-Files 24.06 or later. Please follow the M-Files instructions for restoring a vault from backup.
Once restored, please refer to our samples documentation and video playlist for more guidance.
The file plan template is a spreadsheet that helps organizations conceptualize and document their retention policies in a way that can be easily used to set up AutoRecords for M-Files configurations.
Download the latest version of AutoRecords for M-Files application.
AutoRecords for M-Files is fully documented in the online help website which contains product documentation as well as information about the Samples vault and some helpful best practices.
AutoRecords for M-Files Online Documentation
