Create, find, save, edit, or archive documents
No more wasted time looking for documents that can’t be found, or manually trying to keep track of different versions of a document. You can make working with documents a snap: easy, convenient, and secure.
Creating documents with M-Files is intuitive. You simply use the tools you know — Microsoft Office, Google Workspace — and M-Files does the rest.
Create templates that take content from your business systems — like CRM or ERP — to prefill documents with standard data.
In a typical folder-based set up, users are left wondering where exactly they should save a document — a customer folder, a project folder, a topic folder. Additionally, they need to know how to name the document for it to be found later. We do this differently — with metadata.
With M-Files, no need to worry where to save information. If you know what it is, it will all be available with search.
Use metadata tags to describe your content: the customer name, the project, the contact person, the due date, or any relevant data.
M-Files automates tagging, so you don’t have to. Let M-Files suggest the right tags based on the content of the document.
Metadata helps label information based on what the piece of information is. This means it is easier to actually find what you need with a simple search, and it is possible to make connections between different documents to give a full picture on specific topics.
Find information quickly with dynamic views and pre-defined searches. Simply define your filters and any related documents will automatically flow into the appropriate view.
Working from home, customer site, or on the road in a hotel, train or airplane?
No worries. Access your information with the web or mobile client. All content connected to M-Files can be accessed with a mobile device — no matter which system or even network folders it’s in. The native app keeps your work smooth and efficient.
Scan documents on the go by taking a photo and saving it in M‑Files.
Review and approve documents directly from your phone.
eSign with a phone or tablet to keep work moving from anywhere you might be.
No internet and you still need to work with documents? Switch to Offline mode anytime to work with your documents while outside a network connection. Once you connect back, your information will automatically sync back to M-Files.
Whether it’s Microsoft Teams or SharePoint or Salesforce that you use in your daily routine, you can remain connected to the information you need. Stop the unnecessary switching between apps. M-Files integrations allow you to use the tool of your choice as the user interface for finding, accessing, editing, and managing documents.
You want to make sure that you are always working with the latest version of your documents. When documents are shared by email or stored in disconnected folders and systems, it’s impossible to quickly find the right version.
In M-Files, there is only one definitive copy of a document. Imagine emailing a document with a link rather than an attachment, so that everyone always accesses the same, up-to-date version.
Additionally, M-Files can automatically detect and alert users to duplicate content. You can also compare a document to the previous version of the document, or to a different document.
M-Files integrates tightly with Microsoft Office. You can quickly and easily save documents directly from Word, Excel, or PowerPoint. And you can save email content directly to M-Files to allow access to others.