Intelligent Metadata in M-Files

M-Files recently introduced the Intelligent Metadata layer, which enables users to access documents and other information regardless of the system in which they are being stored.

It solves the problems of companies that are struggling to manage documents and other information which are stored across “information silos”, meaning that employees struggle to locate the documents they are searching for.

The Intelligent Metadata Layer is a new experience in finding the right documents, without disrupting the existing workflows.

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M-Files 2018 with Intelligent Metadata Layer

M-Files 2018 connects to many external business systems and repositories like Network folders, SharePoint, Google Drive.  More simply establish the connection once on the server side and you’re ready to go.  You don’t have to migrate any of the data and users now have immediate access to the data in that repository.   For instance, browse all the files in your network folders, open files directly in the M-Files user interface.

Search experience has also been redesigned.  Filter search results by clicking on the desired criteria in the right-hand pane to focus the search locations like Google Drive, or specific types of objects like contacts.  M-Files 2018 uses artificial intelligence to make classifying new documents simple.  Adding a document to M-Files activates the metadata card and files, then analyses the content of the file and can quickly identify the type of document and what it relates to.  For instance, this is a non-disclosure agreement for es TT corporation, related to website graphics for the es TT project.  The agreement has been signed by es TT and Daniel Hall.  Based on this information M-Files automatically suggests metadata for the document.  Confirming those suggestions can automate processes like Associated workflows relevant to that type of document.  M-Files also automatically activates any existing permissions for relevant content and information.  Once the document is saved to M-Files, it’s easy to see other associated information giving you a true 360-degree view of your information.

M-Files 2018 can also analyse existing content in any repository connected to M-Files like network drives or SharePoint.  Simply select a document and click the analyse button, confirm the metadata suggestions and save the document.  Once metadata is associated with the document you can see other information related to that customer or project, no matter which system or repository the data is stored.

The M-Files apps for iOS and Android have also been completely redesigned.  The home screen contains the new M-Files 2018 server synchronized pin board, so any pins added from the mobile app or M-Files desktop are visible in real time.  Recently accessed items, assignments, favourites and offline data are also conveniently accessible on the home screen.  The new bottom navigation bar enables you to browse views and other connected repositories providing quick access to all the data in your network folders and other connected repositories from your mobile device.  All these features are available without migrating any data or moving any files.  Access content in your network folders, like this infrastructure building folder.  Open any document and even synchronize specific files for offline availability within the M-Files app.  Search for any document across all your connected repositories easily and see exactly where each item is stored at a glance.  This goes way beyond connecting to network folders M-Files 2018.  It also connects to your favourite ECM systems, enterprise file.  Sync and share CRM and ERP solutions allowing you to fully modernize your business immediately.

For more information on Intelligent Metadata, 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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