Document Management for Microsoft 365

M-Files brings enterprise document management to Microsoft 365, helping teams organize content, automate workflows, strengthen governance, and make governed information available to Microsoft Copilot.

M-Files platform overview
Microsoft 365 + AI
See how M-Files is built for Microsoft 365 and AI
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Document Management Built for Microsoft 365

Enterprise Document Management for Microsoft 365

M-Files helps organizations organize, find, govern, and manage documents throughout their lifecycle. Use metadata to improve document search and give employees a better way to work across Teams, Outlook, Word, Excel, and PowerPoint.

Document Workflow Automation and Governance

Automate document-centric business processes with built-in document workflow automation, records management, approvals, compliance controls, and document governance. M-Files reduces manual work, improves consistency, and keeps documents controlled throughout their lifecycle.

How Organizations Use M-Files with Microsoft 365

M-Files adds enterprise document management, workflow automation, records management, and governance tailored to the way different teams and industries work. Organizations can manage enterprise information, improve compliance, and support Microsoft Copilot while employees continue working in familiar applications.

IT Teams

IT teams use M-Files to strengthen governance, improve document control, and simplify information management across the organization. Integration with SharePoint, Teams, Outlook, and Microsoft Purview adds enterprise document management, records management, workflow automation, and lifecycle controls. This helps teams govern business documents and records consistently, support compliance, and make permission-aware information available to Microsoft Copilot.

Business Leaders

Business leaders use M-Files to improve productivity, accelerate processes, and reduce time spent searching. Employees work in familiar Microsoft applications while M-Files manages document lifecycles, approvals, records, and governance behind the scenes. The result is faster decisions, more efficient collaboration, greater operational consistency, and more value from existing technology investments.

Manufacturing

Manufacturers use M-Files to manage quality documentation, engineering records, supplier files, work instructions, and controlled documents. Document workflow automation standardizes reviews and approvals, while records management and governance support compliance and audits. Teams can collaborate in Microsoft 365 while maintaining control over the operational information used in quality and production.

Professional Services

Professional services organizations use M-Files to manage proposals, contracts, client documentation, project records, and work products throughout their lifecycle. Teams collaborate in Word, Excel, PowerPoint, Teams, and Outlook while maintaining version control, governance, and document security. Microsoft Copilot can help surface relevant information from previous engagements for better knowledge reuse, faster delivery, and more consistent client service.

Highly Regulated Industries

Organizations in wealth management, life sciences, energy, and other regulated industries use M-Files to manage personally identifiable information (PII) and other sensitive business information subject to retention, compliance, governance, and audit requirements. M-Files automates document-centric processes, enforces policies consistently, and maintains secure access to critical business records. Combined with Microsoft Purview and Microsoft Copilot, these capabilities strengthen oversight while improving discovery and

Why Organizations Choose M-Files with Microsoft 365

M-Files helps organizations get more value from Microsoft 365 by improving how information is managed and used across the enterprise. Together, M-Files and Microsoft help teams work more efficiently, reduce risk, and make important business information easier to find and use.

Manage Enterprise Information

Organizations rely on M-Files to manage contracts, customer information, quality documentation, project records, and other critical business records. Employees can find content faster, maintain document control, and keep important information accessible throughout its lifecycle.

Improve Productivity and Process Efficiency

Manual document processes can slow down business operations and create unnecessary work. M-Files helps organizations streamline approvals, reviews, and document-centric workflows while reducing time spent searching for information. Teams can work more efficiently without leaving the Microsoft applications they already use every day.

Reduce Risk and Strengthen Compliance

M-Files and Microsoft Purview help protect sensitive information, enforce policies consistently, and support compliance requirements. Greater visibility, auditability, and governance reduce risk while maintaining control over governed business content.

Maximize Microsoft 365 Investments

M-Files extends investments in Microsoft 365, SharePoint, Teams, Microsoft Purview, Microsoft Copilot, and emerging AI capabilities. Enterprise document management, records management, workflow automation, and information governance help prepare organizational content for Copilot, AI agents, and future AI experiences.

Document Management

Smarter Document Management with M-Files and Microsoft 365

Discover how M-Files and Microsoft 365 are revolutionizing document management for modern organizations. Download the brochure now to explore how this powerful partnership can streamline your workflows and boost productivity.

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M-Files and Microsoft 365 guide to smarter document management and AI automation.
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Microsoft and M-Files: Better Together

Hear Microsoft's perspective on how organizations can extend Microsoft 365 with enterprise document management, workflow automation, governance, Microsoft Copilot, AI agents, and Microsoft 365 Storage.

Document-driven Work

Why Add M-Files to Microsoft 365?

Microsoft 365 provides the foundation for collaboration, productivity, storage, security, governance, and AI. M-Files adds business context, automated processes, records management, and enterprise content management for governed information. Teams can create and collaborate in familiar applications while M-Files manages contracts, quality documentation, compliance records, customer information, project files, and other business documents and records.

See the Business Value of Document Management for Microsoft 365

Organizations use M-Files to reduce manual document management, improve information discovery, automate business processes, strengthen governance and compliance, and maximize their Microsoft investments. Download the Forrester Total Economic Impact™ of M-Files report to explore measurable customer outcomes.

Download the Forrester Total Economic Impact™ of M-Files Report

Document Management Built for SharePoint

M-Files enhances the SharePoint user experience with intelligent content organization, SharePoint metadata management, document workflow automation, records management, lifecycle controls, governance, and advanced permissions. Content can remain in Microsoft 365 while organizations gain the capabilities of an enterprise document management system and enterprise content management platform built on Microsoft 365 Storage.

Extend Microsoft Purview Governance to Enterprise Content

M-Files provides Microsoft Purview with consistent document management policies across your enterprise. M-Files adds business context through metadata, document classification, workflow intelligence, and records management. Together, M-Files and Microsoft Purview help protect sensitive information, support compliance, govern content throughout its lifecycle, and create a permission-aware foundation for AI and automation.

Improve Microsoft Copilot and AI Agents with Governed Information

M-Files for Copilot provides Copilot and AI agents with accurate, relevant, and well-governed information. M-Files improves organization and discovery while respecting existing permissions, retention policies, and compliance requirements. This provides more useful context for AI experiences and a stronger foundation for agent-ready information and future agentic workflows.

Bring Business Context to Microsoft 365

See how M-Files adds business context, governance, workflow automation, and records management to help you get more value from Microsoft 365.

Microsoft Office logo.

Microsoft Excel, Word, PowerPoint

Work on Microsoft Office files no matter where they’re saved. Co-author and collaborate on documents securely in real time, whether you're using Office desktop apps or Office Online.

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Microsoft Teams

Chat and collaborate directly in Teams while staying organized. Access all your company’s data in one space. Support efficient and well-governed teamwork with built-in workflows.

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Microsoft Outlook

File and save emails without manual effort. Keep messages organized and connect them to the right client or project. Help employees save time, reduce manual work, and make it easier to manage important communications.

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On-Demand Webinar

Is Your Content Ready for Copilot and AI Agents?

Hear from experts at Forrester, Microsoft, and M-Files about why trusted AI starts with trusted business content. Learn how business context, governance, ownership, permissions, and lifecycle controls help prepare information for Microsoft Copilot, AI agents, and future agentic workflows

Watch the Webinar On Demand
M-Files and Microsoft 365 on-demand webinar on content readiness for AI and agents, featuring Forrester.

M-Files & Microsoft 365: Common Questions Answered