Saving Documents in M-Files

Saving documents in our document management software, M-Files, is easy. Because M-Files is built right in to Windows, you can save a new document you’re working on from any programme.

The M-Files toolbar in Microsoft Office enables you to quickly save your documents to the M-Files vault.

In other applications, just save the document the same way you always have.

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Saving Documents in M-Files

Adding documents that are already on your computer to the M-Files vault is easy.  Just right-click on the file and choose add to M-Files or simply drag-and-drop documents into the vault.   The M-Files toolbar in Microsoft Office enables you to quickly save your document to the M-Files vault in any other Windows application like Adobe, Acrobat, QuickBooks or AutoCAD.  Just save the same way you always have, then enter some basic information about what the document is.  Whether it’s a sales invoice or marketing material, add a quick description summarizing the file and click create.  If you need to save e-mails from Microsoft Outlook that’s easy too.  Eliminate technology headaches and free up time to focus on the important things.  That’s just one of the ways you can experience the magic of M-Files.

For more information on how to save documents 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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