Document Templates Screenshot

M-Files Video Shows How to Save Time by Using Document Templates

Posted on October 5, 2013 under Advice by

In M-Files, it’s easy to create and use smart templates for commonly-used documents, such as proposals, purchase orders, contracts, non-disclosure agreements and more. Not only does using templates save time, but it also ensures consistency in how important business documents are structured and utilized across your organization.

 Document Templates Screenshot

When creating a new document based on a template, you simply select a template from the list, and the new document will contain the contents of the template. The M-Files metadata card is populated with the data contained in the template, and you can then edit and add new metadata attributes as needed.

Save time, energy and headaches by creating new documents based on predefined templates. See how utilizing templates in M-Files can make your life easier by watching our new M-Files video today!

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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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