M-Files Under the Hood: Linking in Existing Data

Posted on October 28, 2009 under Uncategorized by

Connection to External Sources channels your all your company files through one interface

By configuring just a few settings, you will be up and running, accessing your existing company files through M-Files document control software, even if your data resides on several different network locations.

The vault function called connections to external sources governs links to current network drives and email servers, the import of digital files, and input of scanned documents.

A note here on terms:  In a network link, M-Files dynamically exchanges data with an existing network drive over time, while import in this case means simply a one-time copying of that drive over to a M-Files vault.

In the case of incoming scanned documents, M-Files treats these dynamic links as well; whenever your imaging hardware produces a new scan, M-Files recognizes it and follows rules for incorporating it into the existing file structure.

You can access Connections to External Sources in M-Files Client under any existing vault:

The page will then give you two sub-sections, File Sources and Mail Sources:

Using Mail Sources is a good way to manage email file attachments.  You can to set your web server’s email URL and permissions in this area.  Use File Sources for incoming scans and connections to other network file locations.  Clicking the link “New File Source…” will bring up a dialogue box where you can set up the details for a new connection:

On this panel, you can chose between a dynamic link to an external source (where items in M-Files can be modified inside the system as well as in the external drive) or, alternatively, a straightforward import, where the files in the original location don’t change when they are changed in M-Files.

The other tab in this box, named “Metadata,” allows you to attach M-Files attributes and categories to items automatically in bulk operations.

In just a few steps, you can gather together documents distributed over several server locations and start accessing them through the M-Files integrated interface.

(For the complete instructions on external source connection to M-Files, download the PDF).

About M-Files

M-Files dynamic content management solutions are revolutionizing the ECM market by transforming how businesses manage, secure and share information with a unique metadata-powered approach that organizes and processes content based on what it is, rather than where it resides. Thousands of businesses in over 100 countries use M-Files on-premise, in the cloud or in hybrid environments to improve productivity and quality, and to ensure compliance with industry regulations and standards, including companies such as SAS, Elekta and EADS.

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