M-Files Web

You can access M-Files vaults also via the M-Files Web browser interface. M-Files Web is an ideal client for users that use the system less frequently. For optimal user experience, we recommend installing the M-Files Desktop client.

Video: M-Files Web

Ask your system administrator for the address of M-Files Web in your organization. Or if you are looking for instructions on how to set up the M-Files Web connection in your organization, please refer to Web and Mobile Access.

Note: M-Files Web is, by default, installed and configured to run on the same computer with M-Files Server, providing access to the vaults on this server. If you need to set M-Files Web to use M-Files Server located on another computer, refer to the document How to Configure M-Files Web Access on a Separate Server Computer.

For additional security, M-Files can be configured to require a pre-shared key in addition to the user's username and password. This provides an additional level of security without requiring users to open a VPN connection for accessing M-Files. For more information, see Accessing M-Files Vaults without VPN. In case your organization is using federated identity management, see Using Federated Authentication with M-Files.

Logging in to M-Files Web

Steps

Navigate in your web browser to the M-Files Web address provided by your system administrator or an M-Files consultant.
Let's say the name of your vault is Sales Tracker. In that case, the address can be, for example, https://sales-tracker.cloudvault.m-files.com for cloud-based deployments, or http://sales-tracker.mydomain.com for on-premises vaults. Within your corporate network, the connection protocol might be HTTP instead of HTTPS.
Input your login credentials or select Log in with current Windows credentials.
If you have access to several vaults, select the vault you want to connect to.
If you have access to only one vault, you will be connected automatically.

Results

You should now be logged in and you should see the M-Files home screen.

M-Files Web User Interface

M-Files Web enables you to use all the basic M-Files functions, including electronic signatures for workflow state transitions (see Electronic Signature).

The user interface is also highly similar to that of M-Files Desktop. Refer to the Using M-Files Desktop section for more details about the user interface components.

M-Files Web user interface.