Opening M-Files Desktop and Accessing a Vault

You can open M-Files Desktop via the shortcut icon on the Microsoft Windows desktop, via the M-Files icon on the Microsoft Windows notification area, or by accessing the M-Files drive via File Explorer.

Do the following steps to open M-Files Desktop:

  1. Either:
    • Double-click the shortcut icon on the Microsoft Windows desktop:
      or
    • Double-click the M-Files icon on the Microsoft Windows notification area:
      or
    • Open File Explorer, and then double-click the M-Files drive:
  2. Optional: Double-click the document vault that you want to access. If you have only one document vault connection, you are taken to the vault login prompt or home screen automatically.
  3. Optional: Depending on your vault connection, you may need to provide your M-Files credentials to log in. Enter your username and password, and then click OK to continue:
You are now greeted with the home screen of the vault. You can quickly access different areas of the vault via the home screen. For more information, see Home screen.
Now that you have succesfully opened M-Files Desktop and accessed a vault, the next logical step is to get accustomed to the M-Files user interface. Proceed to Getting Familiar with the M-Files User Interface.