Welcome to M-Files Onboarding

When you want to improve the way you manage business information, M-Files is the way to go. These videos will help you get acquainted with M-Files and get you to using and enjoying the platform in an instant. Let’s start!

Getting started with M-Files

Basic

Begin your M-Files journey by understanding  all the components of the M-Files interface and the basic terminology used in the platform.

Introduction to the M-Files Desktop User Interface

Learn the basic terminology of M-Files – what is metadata, view, check in and check out.

Search

M-Files works on the principle of what instead of where something is stored – information can be accessed and managed through a single view. See how you can quickly find information.

Learn how to quickly find information in M-Files.

Explore search options – learn how to find information in M-Files.

Views

In M-Files, documents and other objects can be categorized into different views according to their metadata. Save frequently used searches and define group levels.

In this quick video you will learn how to use views in M-Files.

Create views in M-Files and save frequently used searches.

Learn how to group information in M-Files step by step.

Files

The file becomes a document after you have associated metadata with it. Learn how to transfer a file in M-Files and assign metadata.

Transfer files to M-Files by dragging and dropping.

Learn how to use document templates in M-Files.

Working with Information

Learn how to manage information in M-Files – check in and out a document, collaborate and define metadata.

Modify information in M-Files РLearn how to  check in and out a document, and check version history.

Learn how to share vault content to people that have access to the same vault as you, and to people outside your organization.

Saving documents is easier than ever. You don’t need to save them in folders or specify a location. M-Files takes care of it based on your metadata card.

Define relationships between objects to link interrelated documents. By using relationships, you can define metadata connections between objects.

Workflows

M-Files workflow features adopt to your specific needs and give you a tool where you can manage, track and improve your business processes.

With workflows, the routines of the organization can be widely automated and tasks can be assigned to the right people at the right time. Learn how.

Advanced

Do you understand the basic principles of M-Files? Explore these videos and master managing information in M-Files.

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

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.

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.

You can access the help documentation anytime M-Files is active by pressing the F1 key on your keyboard. 

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 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.

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.

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

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

More things to come

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