Keep Your Workforce Productive
No more wasted time looking for documents that can’t be found, or manually trying to keep track of different versions of a document. You can make working with documents a snap: easy, convenient, and secure.
Create Documents from Templates
Creating documents with M-Files is intuitive. You simply use the tools you know — Microsoft Office, Google Workspace — and M-Files does the rest.
Create templates that take content from your business systems — like CRM or ERP — to prefill documents with standard data.
Save Documents
In a typical folder-based set up, users are left wondering where exactly they should save a document — a customer folder, a project folder, a topic folder. Additionally, they need to know how to name the document for it to be found later. We do this differently — with metadata.
Speed to Value With Metadata
Metadata assists in labeling information based on its content, making it easier to locate specific information through simple searches and establish connections between different documents to gain a comprehensive understanding of specific topics. M-Files transforms document management with a robust platform designed for efficiency and productivity. You can easily create documents using familiar tools like Microsoft Office and Google Workspace. Templates automatically populate with data from your CRM or ERP systems. Forget about traditional folders; M-Files organizes your documents with intuitive metadata tags, making retrieval effortless.
Search For Documents
M-Files organizes your documents with intuitive metadata tags, making retrieval effortless. The platform’s powerful search capabilities allow you to find documents based on content and metadata, integrating seamlessly with various business systems to provide a unified source of truth.
Access Work Offline
No internet and you still need to work with documents? Switch to Offline mode anytime to work with your documents while outside a network connection. Once you connect back, your information will automatically sync back to M-Files.
Access With Mobile Devices
With mobile access, you can manage your documents anytime, anywhere, ensuring continuous productivity. M-Files is the solution to streamline document management, minimize search time, and boost overall efficiency.
Centralized Access
No matter whether you use Microsoft Teams, SharePoint, or Salesforce in your daily routine, M-Files keeps you connected to the information you need. You can eliminate the hassle of switching between apps with M-Files integrations. This allows you to use your preferred tool as the interface for finding, accessing, editing, and managing documents seamlessly.
Document Version Control
It's essential to always have the latest version of your documents. When documents are shared via email or stored in different folders and systems, it can be challenging to find the correct version quickly.
With M-Files, there's only one definitive copy of each document. Instead of sending attachments, you can share a link, ensuring that everyone accesses the same up-to-date version.
Additionally, M-Files can automatically detect and alert you to duplicate content. You can also compare a document to its previous version or to a different document, streamlining your workflow and maintaining consistency.
Meet M-Files In Your Microsoft Apps
M-Files tightly integrates with Microsoft, allowing you to easily save documents from Word, Excel, or PowerPoint. Additionally, you can save email content directly to M-Files for easy access by others.
Discover the Power of Artificial Intelligence Capabilities
Watch videos and access resources to learn how AI can transform your knowledge work with M-Files Aino.
Featured Resources
The Smarter Way to Work with Automation and AI
See M-Files In Action
Seeing is believing. Schedule a demo to learn more about simplified search, automatic workflows, intuitive user interfaces, and built-in integrations with existing applications and file systems.
