Creating Document Templates in M-Files

70% of electronic files and documents get copied or re-created which is an inefficient use of time. It can also cause compliance and legal issues because every contract, agreement or legal document looks different.

In M-Files, it’s easy to create smart Templates for consistent, commonly used documents such as non-disclosure agreements or contracts

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M-Files Document Templates

70% of electronic files and documents get copied or recreated. That’s a really inefficient use of time. It can also cause compliance and legal issues. Because every contract agreement or legal document looks different in M-Files, it’s easy to create smart templates for consistent, commonly used documents like non-disclosure agreements. Just open an existing non-disclosure agreement. Set up dynamic fields that automatically fill in details like customer and address. Protect the document to make sure there aren’t any accidental changes made. Save it as a non-disclosure agreement and make it a template to create a new non-disclosure agreement. Just double click the template, only a few pieces of information are added, and the agreement is ready to be signed. Because there’s no reason to recreate documents when M-Files templates can do the hard work for you, it’s quick automated and secure and it’s just one of the ways you can experience the magic of M-Files.

For more information on how to create document templates in M-Files, watch the video below:

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