Improve The Way You Work With Documents
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.
Don’t Worry About Where
With M-Files, no need to worry where to save information. If you know what it is, it will all be available with search.
Just Tag It
Use metadata tags to describe your content: the customer name, the project, the contact person, the due date, or any relevant data.
Let M-Files Help You
M-Files automates tagging, so you don’t have to. Let M-Files suggest the right tags based on the content of the document.
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.
Find What You Need
All information can be found in context — by what it is. Type in what you are looking for, and the exact information you need is a couple clicks away.
Create a Single Source of Truth
Connect M-Files to your business systems and get a full view of data across systems and applications — all relevant information in one view.
Find What’s Critical
Connect M-Files to your legacy systems and archives and discover business-critical data — like information containing personally identifiable information.
Don’t Worry About Migration
With connections to your existing systems, you can deploy M-Files with zero disruption. You don’t need to migrate information immediately. Just plan and execute a sound information strategy.
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.
Scan Documents
Scan documents on the go by taking a photo and saving it in M‑Files.
Review and Approve
Review and approve documents directly from your phone.
eSign With a Phone or Tablet
eSign with a phone or tablet to keep work moving from anywhere you might be.
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.
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.
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.
