Enabling Metadata Field Updates for the Classic M-Files Web and M-Files Mobile

You can insert metadata properties to Microsoft Word, Microsoft Excel, and Microsoft PowerPoint documents using the M-Files for Microsoft Office plugin that is installed along with M-Files Desktop.

You can set up fields in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint documents in which the selected M-Files properties are filled in automatically. For example, you can select a customer name and address from the document properties and insert them as the recipient's contact information in a proposal. This feature is often used with documents created from templates to speed up filling documents with a lot of recurring information.

For more information on this feature, see Insert M-Files Property.

You can enable this feature in the classic M-Files Web and M-Files Mobile so that metadata fields in Microsoft Word and Microsoft Excel documents are filled and updated when new documents are created or existing documents are modified in either the classic M-Files Web or M-Files Mobile. Note that enabling this feature in the classic M-Files Web and M-Files Mobile may have a negative impact on performance in some environments.

To enable the feature, do the following steps on the M-Files server computer:

  1. In M-Files Admin, go to the Advanced Vault Settings section.
    1. Open M-Files Admin.
    2. In the left-side tree view, expand an M-Files server connection.
    3. Expand Document Vaults.
    4. Click Configurations.
    5. In the navigation area, click Advanced Vault Settings.
    6. Open the Configuration tab.
      Result:The advanced vault settings are shown.
  2. Expand File Operations > Extension Filter for Embedded Metadata Update on Check-In.
  3. Click Add Extension.
  4. In the Extension field, enter the file extension, for instance docx.
    The valid values are doc, docx, xls, xlsx, and ALL.
    Tip: The value ALL allows the metadata update for all file types at the same time. If you set the value ALL, you cannot have any other file extensions set.
  5. Repeat the steps 4 and 5 for each file extension.
  6. Click Save to save your configuration.