Microsoft Office Document Management for Microsoft 365

Improve Microsoft 365 document management, information discovery, and governance across Word, Excel, PowerPoint, Outlook, Teams, and SharePoint.

M-Files extends Microsoft Office with enterprise document management, workflow automation, enterprise search, and records management capabilities.

M-Files interface with Microsoft app icons, sharing, permissions, and AI chat graphics.
Website-image-Microsoft-Teams

Work with Business Information Across Microsoft Office

Employees work across Microsoft Word, Excel, PowerPoint, Outlook, Teams, and SharePoint every day. M-Files provides document management software for Microsoft 365 that helps organizations manage business-critical information without leaving familiar Microsoft Office applications.

M-Files combines enterprise document management, enterprise content management, document workflow automation, and enterprise search in a single content management platform. Users can find, access, manage, and govern information across connected systems directly through Microsoft 365 experiences.

Metadata-driven document management, information governance, document classification, and intelligent automation help organizations find information faster, strengthen compliance, and support business-critical processes.

Work with Governed Business Information Without Leaving Microsoft Office

M-Files helps employees manage business documents and records directly within Microsoft Word, Excel, PowerPoint, Outlook, Teams, and SharePoint while maintaining document controls, governance, and workflow automation.

Enterprise Search and Content Discovery

Find documents, emails, presentations, spreadsheets, and business information across connected systems without switching between applications. M-Files combines metadata-driven document management, enterprise search, and content discovery capabilities to help users find information faster and maintain a connected view of content.

Microsoft Office Document Management

Create, edit, review, and manage documents directly within Microsoft Word, Excel, PowerPoint, Outlook, Teams, and SharePoint. M-Files provides enterprise document management, document workflow automation, information governance, and document control capabilities without requiring users to move content between systems.

Productivity and Collaboration

Organizations use M-Files to improve information discovery, automate document-centric business processes, strengthen governance, and prepare business information for Microsoft 365 Copilot and AI agents.

By connecting information to customers, projects, contracts, suppliers, and business processes, M-Files helps employees find information faster, maintain governance, and work more effectively across Microsoft 365.

Microsoft Office Document Management

Work in familiar Microsoft Office applications while maintaining governance, compliance, and document control requirements.

Create, edit, manage, and govern documents directly within Microsoft Word, Excel, and PowerPoint with version control, document lifecycle management, records management, and information governance capabilities.

Enterprise Search and Content Discovery

Reduce time spent searching for information and help employees find the content they need to work more efficiently.

Search across Microsoft 365 and connected systems using metadata, document properties, and business relationships instead of navigating folders, repositories, and disconnected information silos.

Collaboration and Document Control

Help teams collaborate more effectively without sacrificing compliance, governance, or information quality.

Support Microsoft Office co-authoring and collaboration while maintaining document control, records management, permissions, version control, and governance requirements.

AI-Ready Content for Copilot and AI Agents

Improve the quality, relevance, and trustworthiness of information available to Microsoft 365 Copilot, Work IQ, and AI agents.

Prepare governed, permission-aware business information through enterprise content management, workflow automation, information governance, and metadata-driven information management.

Enterprise Search and Content Discovery for Microsoft 365

Employees waste valuable time searching for information when documents, emails, conversations, and records are distributed across Microsoft 365 applications and business systems.

M-Files combines enterprise search, metadata-driven document management, and connected content management to help users find information without browsing SharePoint sites, Teams channels, folders, document libraries, and email archives.

By connecting documents to customers, projects, contracts, suppliers, and business processes, M-Files improves content discovery and information management across Microsoft 365.

Woman using M-Files with document metadata and approval workflow

Enterprise Search

Find documents, emails, spreadsheets, presentations, and business records through metadata, business relationships, and enterprise search rather than folder locations.

Connected Content Management

Access content across Microsoft Teams, Outlook, SharePoint, Word, Excel, PowerPoint, and connected business systems through a unified content management platform.

Find Information Faster

Reduce time spent searching for information and help employees work more efficiently without moving between applications and repositories.

Content for Copilot and AI Agents

Governed business information supports Microsoft 365 Copilot, Work IQ, and AI agents by improving information quality, business context, and content organization.

Woman using M-Files with document metadata and approval workflow

Automate Document-Centric Business Processes

Reduce manual work, improve process consistency, and strengthen compliance across document-centric business processes. By standardizing these processes across Microsoft 365, organizations can reduce administrative effort, improve visibility, and maintain governance, security, and compliance controls.

M-Files helps organizations automate approvals, document lifecycle management, records retention, compliance activities, document control procedures, and other document-centric workflows.

From controlled documentation and quality processes to contract approvals and client delivery workflows, M-Files supports business process automation for information that drives critical operations throughout its lifecycle.

Microsoft 365 Copilot

Improve Copilot readiness with governed, searchable, and permission-aware business information. M-Files helps Copilot access trusted content with the right context and controls.

AI-Ready Content

Governed business information remains controlled throughout its lifecycle while supporting Microsoft 365 Copilot, Work IQ, and AI agents.

Microsoft Office Collaboration

Support Microsoft Office co-authoring and collaboration while maintaining document management, workflow, governance, and document control requirements.

M-Files interface connected to Microsoft app icons and AI chat graphics.

Work IQ Shows What Happened. M-Files Helps Explain Why.

Help employees and AI systems understand not only what happened, but the business context behind decisions, relationships, and outcomes.

Microsoft Work IQ helps organizations understand how work happens across meetings, conversations, documents, and business activities.

M-Files connects governed business information to customers, projects, contracts, suppliers, and business outcomes.

Together, Work IQ and M-Files help improve information discovery, AI-powered automation, and the business context available to Microsoft 365 Copilot and AI agents.

A Seamless Way to Work

Learn how you can maximize your Microsoft 365 investment with M-Files.

logo-microsoft-corp

Microsoft 365

Make Microsoft 365 a trusted foundation for collaboration, document management, and AI. M-Files adds business context, governance, workflow automation, and records management to help organizations find information faster, work more efficiently, and get more value from Microsoft 365

logo-microsoft-teams

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.

logo-microsoft-outlook

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.

logo-microsoft-sharedpoint

Microsoft SharePoint

Make document work easier with tools that organize, tag, and automate files. Use smart search, automatic workflows, and strong version control to stay on track. Handle complex tasks and support industry-specific needs all while working inside Microsoft 365.

Microsoft Office Document Management FAQs