Teams | Collaboration | Customer Service | Project Management

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. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply.

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. You can start using M-Files without a network connection by clicking your username in the top-right corner of the user interface and selecting "Go Offline" from the context menu. You will then have access to the Offline view, which shows all the objects that have been made available offline. In other words, the documents and objects in this view can be accessed even when a connection to M-Files Server is unavailable.

Learn why Norwegian Public Roads Administration selected M-Files for its innovative approach to information management and how it will accelerate their digital journey.

Technopolis, an international commercial real estate firm deploys M-Files for document version control & any time, anywhere access to business information.

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.

Assignments transfer information and responsibility for task execution to the correct person. Assignments can be used, for instance, to request a colleague to look over a proposal before it is sent to the customer.

M-Files can be requested to send email notifications to end users about object-related actions. Users can create new notification rules via M-Files Desktop: Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply. To access tutorial videos featuring the previous user interface, please click here. To upgrade to the new user interface, please consult your organization's M-Files Business admin to see about updating your M-Files application.

This video covers all the ways you can use search to quickly find the information you're looking for. By far, the most efficient way of finding your documents and other objects is to use the M-Files search functions. This is especially useful when you remember only a single detail about the document or object, such as the creation date or the user who created the document. The search options and filters allow you to define more search criteria related to the properties and location of the objects that you are searching for.