Configuration

After you have successfully installed the application, you should configure REST Object Type Connector. Open M-Files Admin In the left-side tree view, expand the desired connection to M-Files Server. In the left-side tree view, expand the Document Vaults node. Still, in the left-side tree view, expand the vault where you installed the connector and select […]

Cloud Integration Connector for Azure Logic Apps

Import custom connector Download connector OpenApi definition file from this link. Go to portal.azure.com and click on Create a resource Using the search box, find Logic Apps Custom Connector resource and click on Create Define any custom Connector name and select subscription, resource group and Azure region for your connector. Click on Review + Create, andonce validation has passed, on Create After the deployment has completed, click on Go […]

Cloud Integration Connector for Power Apps

Import custom connector Download connector OpenApi definition file from this link. Login to your Office 365 Power Automate account and click on Data -> Custom connectors Click New custom connector -> Import an OpenAPI file Define any custom Connector name Click import and import OpenAPI definition file you downloaded in step 1. Click Continue Click Create connector Define new connection for […]

Installation

REST Object Type Connector enables you to import objects from an external REST web service into M-Files as external objects. Connector supports both simple scenarios where objects should only be viewable within the M-Files client, but also the more complex ones where objects created, changed, or deleted in the M-Files client should be pushed back […]

Auto State Transition

Auto State Transition is intended for use in complex workflows, where the same users appear several times in the role of validators. With the rules in the Auto state transition module, we can ensure that in such cases each person validates the document only once, thus shortening the time required to validate the document and […]

Installation

Process Intelligence Kit (PI Kit) serves for ETL process (Extraction, Transformation, and Load) from M-Files to a specific database. There are three options: Data Export, Audit Log Export, and Logging. Data Export serves for exporting M-Files log data to a database, Audit Log Export serves for exporting M-Files audit to a database, and Logging serves […]

Logs and possible problems

Logs If you experience any issues with M-Files Email Processor you can check Logs window which displays a list of all uncompleted processes (you can select to display completed processes) with all the explanations in detail about why some emails cannot be processed. Moreover, for more technical details about underlying engine you can check Engine […]

Installation

M-Files Email Processor is a standalone rule-based application designed for the most common scenarios – when integrating an email with M-Files. M-Files Email Processor allows a user to configure the rules and exceptions under which the email will be stored. You can create new or update existing M-Files object and map fields from an email […]

Cloud Integration Connector for Power Automate

Import custom connector Download connector OpenApi definition file from this link. Login to your Office 365 Power Automate account and click on Data -> Custom connectors. Click New custom connector -> Import an OpenAPI file. Define any custom Connector name. Click import and import the OpenAPI definition file you received from us. Click Continue. Click Create […]

Frequently Asked Questions

How do advanced and simple configuration modes work? On some rules and modules, configuration mode can be set to either Simple or Advanced. When Advanced configuration mode is selected, you get to see and set some additional, advanced settings for rule or module. Once you configure these settings, they are applied and used even if […]