Saving in M-Files

With M-Files, you can save all your information to the M-Files drive. M-Files locates your saved information in the correct views based on metadata. For M-Files Desktop, you can find the M-Files drive in File Explorer like any other hard drive. Note, however, that the M-Files drive is virtual and your data is normally not stored on your personal hard drive.

Video: Saving Information in M-Files

You can save the documents directly to M-Files from the applications that you use. The new save location is the document vault.



Saving a document to a document vault.
Tip: On the left side of the save dialog, you can usually see a quick link to M-Files.

See Example: Saving a Microsoft PowerPoint Presentation to M-Files and Example: Saving a Microsoft PowerPoint Presentation to M-Files by Using the M-Files Tab for examples on how you can save your work directly from an application to M-Files. The first example applies to virtually every desktop application. The second example applies to Microsoft Office products (Office 2013 or higher).

Example: Saving a Microsoft PowerPoint Presentation to M-Files

  1. Open Microsoft PowerPoint and create a new presentation or open an existing one.
  2. Once your presentation is ready, select File > Save As > Computer > Browse.
    Result:The Save As dialog is opened.
  3. On the left pane of the Save As dialog...
    • Click the Computer location and on the right pane, double-click M-Files.
      or
    • Click the arrow next to Computer to expand the location and click M-Files.
  4. Double-click the vault where you want to save your presentation.
  5. Enter a file name for your presentation in the File name field.
  6. Click Save.
    Result:The New Document dialog is opened.
  7. Select an appropriate class for your presentation from the Class drop-down menu.
  8. Optional: Enter other optional property values.
    Click Add property to add additional properties.
  9. Click Create.
Your presentation is saved to M-Files.

Example: Saving a Microsoft PowerPoint Presentation to M-Files by Using the M-Files Tab

  1. Open Microsoft PowerPoint and create a new presentation or open an existing one.
  2. Once your presentation is ready, select the M-Files tab on the Microsoft PowerPoint ribbon.
  3. Click Save to M-Files.
  4. In the drop-down menu that opens, click the vault where you want to save your presentation.
    Result:The New Document dialog is opened.
  5. Select an appropriate class for your presentation from the Class drop-down menu.
  6. Optional: Enter other optional property values.
    Click Add property to add additional properties.
  7. Click Create.
Your presentation is saved to M-Files.