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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Sean Sandford Mortons - Urban Solutions

During our recent QA Certification and Accreditation process it became very clear that the power of M-Files could provide us with the ability to ensure that all documentation both leaving from and arriving into the office could be controlled in such a way to enable the document retrieval for Quality auditing extremely streamlined and efficient.

Furthermore the control of our QA Documents through M-Files has enabled us to manage and control system documentation in a way that provides users with the necessary access while tracking changes and being able to easily input the relevant details into the appropriate forms, checklists and reports. M-Files has enabled us to better control the system documents needed for audit control, monitoring and storage, improving the way we are able to operate the QA System.

Finally, through the workflow process within M-Files we have been able to assign tasks and function to staff members required by our QA procedures which ensure that the necessary documentation is being undertaken for the ongoing implementation of our QA procedures.

Karen and her team have provided excellent support and worked with us through the whole QA implementation process.

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