M-Files Interactive Tour | Information Management Guide | TEAM IM

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M-Files is an intelligent information management platform that provides quick and easy access to the right content from any core business system and device throughout the company. By automating critical business processes, M-Files maintains a large focus on keeping the information safe, secure, and controlled.

Let us take you on an exciting ride to the very core of M-Files. Wherever you are, you will have access to the right content every time, from any device.

M-Files is easily configurable, intuitive, and can result in a faster return on your investment. It simplifies complex processes but increases productivity and improves the overall quality. M-Files works by eliminating data silos by making the information available to everyone, everywhere.

Take a closer look at what makes M-Files so different and unique compared to other information management platforms.

Introduction to the M-Files Desktop User Interface

Introduction to the M-Files Desktop User Interface

This video describes how the M-Files Desktop user interface works. When you log in to a document vault, you are first greeted with the home screen of the vault. The home screen comprises the quick view area on the left and the Pinned tab on the right.

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Saving Information in M-Files

When using M-Files, you no longer save documents in a single folder but on the M-Files drive, which can be found on your computer like a hard drive. You do not need to specify any other location than the document vault, as M-Files locates the document in the correct views on the basis of the metadata you define in the metadata card.

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Modifying Information in M-Files | Document Check-in & out, Version History

Modifying Information in M-Files

This video explains how documents are edited in M-Files via first checking them out for editing and then, when you are done with your changes, checking them back in to the vault. It also explains the version history functionality of M-Files.

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Quick Search Functionality | How to quickly find information in M-Files

Quick Search Functionality

Quick Search is a useful way to search for documents and other objects in the vault. Quick Search looks for objects that contain the search word in the file contents or metadata.

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Using Views in M-Files | Views allow you to save frequently used searches and define grouping levels

Using Views in M-Files

In M-Files, documents and other objects can be categorized into different views according to their metadata. Creating views is largely based on specifying the metadata used for searching and categorizing documents.

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M-Files Search Options | Finding information in M-Files | M-Files Training Solutions

M-Files Search Options

The most efficient way of finding your documents and other objects is to use the M-Files search functions. This is especially useful when you remember only a single detail about the document or object, such as the creation date or the user who created the document.

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Sharing Information from M-Files | Training Solutions | Intelligent Information Management

Sharing Information from M-Files

This video describes how you can share vault content to both people that have access to the same vault as you and to people outside your organization.

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Using Document Templates in M-Files | Intelligent Information Management System

Using Document Templates in M-Files

Use of templates in M-Files is really easy. Just select what you want to create and M-Files offers you the templates available. You can select from the ones created specifically for your company and for the specific class chosen, or you can choose from the blank templates.

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Creating Views in M-Files

In M-Files, documents and other objects can be categorized into different views according to their metadata. Creating views is largely based on specifying the metadata used for searching and categorizing documents.

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Creating and Completing Assignments | Intelligent Information Management System

Creating and Completing Assignments

Assignments transfer information and responsibility for task execution to the correct person. Assignments can be used, for instance, to request a colleague to look over a proposal before it is sent to the customer.

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Creating Notifications in M-Files | Intelligent Information Management System

Creating Notifications in M-Files

M-Files can be requested to send email notifications to end users about object-related actions.

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Grouping Information in M-Files | Intelligent Information Management System |Training Solutions

Grouping Information in M-Files

This video will explain the different ways of combining information so, related documents can be bundled together and are easier to find.

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Creating Multi-File Documents in M-Files | Intelligent Information Management System

Creating Multi-File Documents in M-Files

A multi-file document usually contains several files, that is, files that together with the metadata constitute one multi-file document.

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Creating Document Collections in M-Files | Intelligent Information Management System

Creating Document Collections in M-Files

A document collection is a set of interrelated documents. The difference from a multi-file document is that each member of a document collection is independent and has its own metadata.

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Press F1 for Context Sensitive Help in M-Files | Intelligent Information Management System

Press F1 for Context Sensitive Help in M-Files

You can access the help documentation anytime M-Files is active by pressing the F1 key on your keyboard. Opening the user guide via F1 adds the advantage of directly accessing a topic that is related to what you are doing at the moment in M-Files.

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Converting documents to PDF format in M-Files | Intelligent Information Management

Converting documents to PDF format in M-Files

Files of the object can be automatically converted into PDF form on the server when the object changes state. Conversion to PDF on the server can be done for files in such source formats as Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, and Visio, as well as RTF and OpenOffice files.

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Co-authoring via Microsoft Office in M-Files | Intelligent Information Management

Co-authoring via Microsoft Office in M-Files

With M-Files, several users can edit a document at the same time. You can check out a document for co-authoring via Microsoft Office for the web when the Microsoft Office for the web tools and co-authoring have been enabled for your vault or vaults.

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Editing Documents with Annotations in M-Files

Editing Documents with Annotations in M-Files

You can add various comments and stamps, as well as draw arrows, boxes and other shapes to your documents. The feature supports most common file types, including Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Visio documents, email files, RTF files, HTML and web archive files as well as OpenDocument files and PDF documents.

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Commonly used M-Files terminology | Intelligent Information Management

Commonly used M-Files terminology

Here's a quick guide to the commonly used M-Files terminology to help you with your daily M-Files tasks.

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Learn how to Detect & Avoid Creating Duplicate Content in M-Files | Training Solutions

Learn how to Detect & Avoid Creating Duplicate Content in M-Files

M-Files automatically detects if there are documents with identical file contents in a vault. M-Files shows the file content matches for existing and new documents. You can see only the duplicate files that you have rights to.

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Workflows in M Files | The Workflow feature enables automating company processes

Workflows in M-Files

With workflows, the routines of the organization can be widely automated and tasks can be assigned to the right people at the right time. Users receive e-mail notifications about task-related issues, and managers can monitor task progress and approve completed tasks.

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Automatic Permissions in M-Files | Intelligent Information Management | Training Solutions

Automatic Permissions in M-Files

You can use automatic permission settings to pass permissions for an object when the object has a property value, object type or class that uses automatic permissions. The object receives automatic permissions when a value with automatic permissions specified is added to the object metadata.

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Offline mode in M-Files | Use M-Files without a network connection | Training Solutions

Offline mode in M-Files

This video describes how you can make content available offline, how editing documents works in the offline mode, and what happens when you go back online. You can start using M-Files without a network connection by pressing the Alt key and selecting "Operations" then "Go Offline" from the menu bar, or by clicking your username in the top-right corner of the user interface and selecting "Go Offline" from the context menu.

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Changing the Default Check-in Functionality in M-Files | Intelligent Information Management System -1

Changing the Default Check-in Functionality in M-Files

Here are a few quick steps showing how you can change the default check-in functionality in M-Files.

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Creating Relationships between Objects in M-Files | Intelligent Information Management System

Creating Relationships between Objects in M-Files

By using relationships, you can define metadata connections between objects, just as via the metadata card. For example, you can link a customer with an object. The customer then also appears in the metadata of the object. Likewise, the relationships entered via the metadata card will appear in the Relationships dialog.

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Portal (M-Connect)

A modern and intuitive web-based platform and a digital workspace for M-Files. Out-of-the-box widgets can be easily assembled to create an immersive experience.

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AP Automation

Save time and money by automating your invoice processing. M-Files combined with ABBYY FlexiCapture and M-Connect can assist you with speeding up your digital transformation.

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eForms

Combined with M-Files, eForms can make process management easier. eForms can help you design workflows, create forms, utilize automated solutions, and set up business logic faster and smoother.

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eSignature

When you need a secure and optimal solution for the electronic signature process, choose eSignature. Secure your compliance and speed up your content management.

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AutoRecords

AutoRecords is the complete records and retention solution for your M-Files installation. Contact us today for a demonstration and find out how we can make your life easier!

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