Improve SharePoint Document Management with M-Files

SharePoint provides collaboration, document libraries, content sharing, and search. M-Files adds metadata-driven document management, workflow automation, records management, governance, and business context to help organizations manage business-critical information more effectively

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M-files + Microsoft 365

How M-Files Improves SharePoint Document Management

Organizations use M-Files to improve information discovery, reduce manual work, strengthen governance, and gain greater control over business-critical documents managed in SharePoint.

By making information easier to find, manage, and govern, M-Files helps organizations improve productivity, automate document-centric business processes, support compliance requirements, and get more value from their SharePoint and Microsoft 365 investments. M-Files also helps prepare business information for Microsoft 365 Copilot by making it easier to find, access, and trust across SharePoint and Microsoft 365.

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SharePoint Document Management in Action

See how organizations extend SharePoint with document management, workflow automation, governance, records management, and business context.

Watch this video interview with Ian Story, Principal Architect for SharePoint and OneDrive, to learn how organizations get more value from SharePoint document management with M-Files.

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Extend SharePoint Beyond Document Storage and Collaboration

SharePoint provides the foundation for collaboration, content management, search, and Microsoft 365 productivity. M-Files extends SharePoint with business context, governance, workflow automation, records management, and document control for business-critical information.

With M-Files, you can automate approvals, reviews, retention, and other document-centric processes while maintaining governance across SharePoint and Microsoft 365. You can find information faster, reduce manual work, improve process consistency, and help Microsoft 365 Copilot work with more discoverable, permission-aware business information.

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Customer Benefits

How M-Files Enhances SharePoint

Organizations use M-Files to extend SharePoint with document control, records management, workflow automation, governance, and compliance capabilities that help manage business-critical information.

By connecting documents to customers, contracts, projects, suppliers, approvals, and business processes, M-Files adds business context to SharePoint. This metadata-driven approach improves information discovery, automation, governance, and Microsoft 365 Copilot readiness.

The result is a more intelligent and business-aware approach to SharePoint document management that helps organizations manage contracts, project documentation, client records, quality documentation, regulated content, and other governed business information.

Enterprise Document Management

Improve how documents are organized, managed, and governed across SharePoint and Microsoft 365.

M-Files enhances SharePoint document management with metadata-driven organization, document control, version management, and governance capabilities that help employees find and manage business-critical information more effectively.

Records Management and Compliance

Reduce compliance risk and strengthen governance across your business documents and records.

M-Files extends SharePoint with records management, retention policies, audit trails, document lifecycle management, and document control capabilities that help your organization strengthen governance and compliance.

Workflow Automation

Reduce manual work and improve process consistency across SharePoint.

M-Files automates approvals, reviews, document control processes, and business workflows, helping your organization standardize document-centric business processes across Microsoft 365 and SharePoint.

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Extend Microsoft 365 with Enterprise Document Management

Explore how M-Files helps organizations manage, govern, automate, and protect business-critical information across Microsoft 365.

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Microsoft Teams Document Management

Help teams collaborate on business-critical content without sacrificing governance and compliance.

Access documents directly within Microsoft Teams while M-Files maintains enterprise document management, records management, and workflow automation controls.

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Microsoft Outlook Content Management

Reduce administrative effort and improve control of customer communications and business correspondence.

Automatically manage emails, attachments, projects, and customer correspondence using Microsoft Outlook and M-Files while maintaining document control, records management, and compliance.

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Microsoft 365 Document Management

Improve information management across Microsoft 365 while maintaining governance, compliance, and productivity.
M-Files extends Microsoft 365 with metadata-driven document management, workflow automation, records management, and governance capabilities that help organizations manage business-critical information more effectively.

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Microsoft Office Document Management

Enable employees to work in familiar Microsoft applications while maintaining document control and compliance requirements.

Work with Microsoft Word, Excel, and PowerPoint while maintaining document governance, version control, records management, and collaboration controls.

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Microsoft 365 Copilot

Improve Copilot readiness by governing business information and making it discoverable and permission-aware.

M-Files helps organizations prepare governed business information for Microsoft 365 Copilot through metadata-driven document management, records management, governance, and workflow automation. This helps provide Copilot with more discoverable, permission-aware, and context-rich information.

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Microsoft Purview Governance

Strengthen governance, compliance, and information protection across Microsoft 365 and SharePoint environments.

Apply Microsoft Purview governance and protection policies to business-critical information managed in M-Files. M-Files provides the business context needed to help classify and govern information according to business meaning, not storage location alone.

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