Teams | Collaboration | Customer Service | Project Management

LIBOR, the widely-used interest rate benchmark, is being phased out. This global move to Risk Free Rates has a wide-reaching impact and a fast-approaching deadline. Before the end of 2021, you need to remove any reference to LIBOR that exists within your active financial products or contracts. We have a solution to help you find the documents, make the necessary changes, and facilitate client outreach.

Almost overnight, COVID-19 amplified a performance gap between those companies that invested in technology innovation at scale before the pandemic and those that did not. It turned a performance gap into an abyss. The task now centers around how to hasten this kind of digital change during a crisis, even as many are falling behind. To persist and succeed, organizations of all sizes across industries will need to employ a new strategy with information management solutions as a centerpiece.

Files of the object can be automatically converted into PDF form on the server when the object changes state. Conversion to PDF on the server can be done for files in such source formats as Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, and Visio, as well as RTF and OpenOffice files. When converting to PDF, M-Files updates the M-Files property fields, if any, in Microsoft Word and Microsoft Excel documents by using the current metadata of the object.

Use of templates in M-Files is really easy. Just select what you want to create and M-Files offers you the templates available. You can select from the ones created specifically for your company and for the specific class chosen, or you can choose from the blank templates.

You can use automatic permission settings to pass permissions for an object when the object has a property value, object type or class that uses automatic permissions. The object receives automatic permissions when a value with automatic permissions specified is added to the object metadata.

With workflows, the routines of the organization can be widely automated and tasks can be assigned to the right people at the right time. Users receive e-mail notifications about task-related issues, and managers can monitor task progress and approve completed tasks.

This video describes how you can make content available offline, how editing documents works in the offline mode, and what happens when you go back online.

Here are a few quick steps showing how you can change the default check-in functionality in M-Files.