Document Management

Because every business has unique needs and goals for electronic information storage and access, we provide both a free DMS (data management system) and an upgraded option. M-Files Express is a free feature-limited edition of M-Files. M-Files Professional ("M-Files") is a full edition, including all the unique features of M-Files.

As a general guideline for determining which system will work best for your company, M-Files Express offers highly effective features, while M-Files Professional incorporates those and more. Review the checklist below to examine the features of each edition and determine which best suits the electronic filing needs of your company.

Features	M-Files Express		M-Files Professional
Easily store and share documents and other data, including metadata
Store and share electronic documents.
Easily create new documents and other objects, including metadata.
Open existing documents directly from the M-Files document management system repository, make changes, and save the changed document back in the repository, all without leaving the application.
Manage clients, projects, and other data content.
Add, edit and delete document metadata.
Create and use document templates.
Drag and drop documents and other files directly from an e-mail message into M-Files, or vice versa.
Create M-Files hyperlinks and shortcuts
Learn the system quickly, with a familiar interface that integrates with Windows Explorer.
Use the preview function in M-Files to read and copy the content of the document.
Protect documents from accidental deletion.
Use M-Files as a virtual disk drive.
Save as and send as PDF in M-Files.
Save all your files and documents directly to M-Files
Save all of your electronic files and documents to M-Files.
Save a document in many virtual folders without any actual copies being made.
Save in any file format.
Save documents directly from any Windows applications to M-Files.
Drag and drop existing files into M-Files.
Use the "Save to M-Files" menu function in MS Office applications.
Use the "Save to M-Files" menu function in AutoCAD.
Save from AutoCAD: M-Files supports XREFs.
Rely on advanced technical functions, such as XREF repathing.
Avoid the problems of simultaneous changes
Avoid the problems associated with simultaneous changes by using the check-out and check-in functions.
Check out the documents you want to modify.
See which documents are currently checked out by others.
Browse relationships between documents, customers, projects, and other data
Get a quick list of every document and project relating to a particular customer.
Move directly from a document to a related customer or project, and vice versa.
Gain full benefit by using the integrated M-Files menu	limited
Gain full benefit by using the integrated M-Files menu in Word, Excel, and PowerPoint.
Work easily with the integrated M-Files menu in AutoCAD.
View and edit document metadata in Word, Excel, PowerPoint, and AutoCAD.
Include document metadata stored in M-Files in a document content.
Enable automatic naming and numbering
Create standard conventions for your company - utilize automatic naming of documents.
Enable automatic numbering, such as consecutively numbered invoices.
Quickly find only the right, relevant documents
Experience convenience in document management - there are no difficult folder structures.
Find documents by using content, metadata and classification information.
Use advanced search functions, choosing the one that best suits your needs.
Specify a Boolean expression containing multiple keywords.
Personalize views and searches for viewing and organizing documents the way you want.
Use automatic views, such as Checked Out to Me and Recently Modified by Me.
Use common views to show documents as virtual folders for all users.
Control data visibility and satisfy security requirements
Hide sensitive documents by using permission settings.
Satisfy specific security requirements (government, legal, medical, finance etc.).
Give access to documents by document class type to only certain people or groups of people.
Specify user-specific and user-group-specific rights and permissions.
Specify different automatic permission settings for document templates.
Reduce the risk of human error by means of automatic permission settings.
Manage required user login accounts based on Windows and/or M-Files authentication.
Turn on automatic scheduled backups.
Administrate your system yourself
Perform user and user group administration.
Use classes, object types, metadata definitions etc. to customize metadata.
Take advantage of multi-select lists and filtered fields.
Take advantage of sample metadata structure to create your own metadata structure.
Create one or more document repositories including different user-specific permissions.
Install and implement the system yourself
Download from the M-Files Web site.
Implement the system and create metadata structures matching your specific needs.
Choose any software interface language you wish to use.
Consulting services are available anywhere in the world.
Create notifications and workflows
Receive and set up e-mail notification of new and modified documents.
Create rules-based workflows through an organization.
Define substitute users for, e.g., your holiday periods.
Send assignments
Work in offline mode
Edit and save documents without online network connection.
Synchronize documents automatically between online and offline modes.
M-Files Web Access
Let users connect via a Web-based interface.
Make the system available to Mac and Linux users, too.
Support for Microsoft SQL Server
Active Directory integration
Import users and user groups from Active Directory.
Synchronize users and user groups from Active Directory.
Replication
Speed up document handling from geographically separate facilities.
Connect to other databases and systems
Define links to external databases to utilize existing data, such as customer and project listings.
Import and link files and e-mail messages from external locations via administration settings.
Input paper documents from scanners and multi-function devices.
Translatable metadata structure
Event handlers
Use M-Files API to meet special integration needs
Technical support	per incident		free
Consulting services are available anywhere in the world.
Number of users and documents	limited		unlimited
Maximum number of concurrent users	5		unlimited
Maximum number of user licenses, of any type			unlimited
Maximum number of documents and other objects	10,000		unlimited