Document Management Software Features

Here you’ll find a collection of videos showing how to use M-Files
enterprise content management solution.

Transform how your business manages, secures and shares
documents with a unique metadata-driven approach that organises and
processes content based on what it is, rather than where it resides.

A quick introduction to the features of M-Files

Video Quality. To INCREASE the quality of the video... Once the video is playing click the COG icon as shown in the image to the right and choose a higher quality (720 is the best quality).000

Features

View the most important features of our Document Management Software. Select a feature to view a brief video of the feature.

Saving Documents

You can quickly and easily save documents to M-Files while ensuring they can be easily discovered and accessed by others in your organization.
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Searching Documents

Searching for and finding information in M-Files is simple and lightning fast. Search by document name, customer, document type, keyword and more.
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Dynamic Views

M-Files Dynamic Views are virtual folders that allow users to access the information they need instantly. All information in M-Files is organised by WHAT it is instead of WHERE it's stored. We understand that different people organise content in different ways.
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Editing Documents

M-Files simplifies document collaboration and editing. Checking out a document in M-Files protects it from being edited by someone else.
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Sharing Documents

It’s easy to share documents with M-Files, with an easy to share link to the document.
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Mobile Access to your Documents

Mobile Access makes your M-Files Vault (including documents and workflows) accessible anywhere, even away from the office. M-Files mobile apps are available for download from the Apple App Store, Google Play and the Windows Phone Store.
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eSigning

M-Files Mobile Access enables businesses to maintain compliance outside of the office. The eSignature capability integrated into M-Files allows for regulated businesses to approve and monitor processes... even from a mobile device.
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Document Templates

Eliminate unnecessary recreation of documents with M-Files Document Templates. Here's how to quickly create a template that will fill in information automatically for commonly used contracts, agreements, and other documents.
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Automatic Permissions

Managing complex access control policies becomes overwhelming with the limitations of most systems. M-Files provides unlimited control over any type of content while keeping things simple.
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Co-Authoring

Simultaneously edit shared documents with Co-Authoring in M-Files. Check a document out in M-Files and send the co-authoring link to co-workers, work groups and other collaborators to seamlessly edit a single document.
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Outlook Integration

M-Files is tightly integrated with Microsoft Outlook. Easily save emails and attachments directly to your M-Files vault. M-Files Smart Folders know exactly what documents are and who they are related to.
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Workflows

Use M-Files Automated Workflows to streamline common business processes (like contract approvals, controlled content, invoicing, etc.), stay productive, and ensure compliance.
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Offline Availability

Accessing important information and documents no matter where you are is vital. M-Files Offline Availability allows you to view, edit and save documents even without access to WiFi or a VPN. Dynamically choose which content you need offline (like all documents related to a certain customer or project) and M-Files makes sure it's available to you offline.
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Desktop Scanning

Scan documents and automatically make them searchable with OCR technology built right in to M-Files. M-Files works with any USB scanner, so compatibility is never an issue. Just scan, store and let M-Files do the rest.
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Intelligent Metadata

The new Intelligent Metadata Layer allows for clever integration with existing data management systems. No need to migrate everything into M-Files, let the Intelligent Metadata Layer do the work for you.
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