Searching for Documents in M-Files

Searching for and finding information and documents in the M-Files document management software is simple and lightning fast.

Search by document name, customer, document type, keyword, and more.

M-Files even searches inside documents to make sure you can easily find anything you’re looking for.

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Searching in M-Files

This is Kim. Kim is on a deadline. She needs to send one of her customers a proposal her team has been working on, but she can’t remember exactly where the final version is. Because M-Files organizes information based on what something is, instead of where it’s stored, Kim can quickly search for the proposal using keywords. She can even include the customer’s name. M-Files search results are automatically sorted by how relevant they are, so she can easily locate and send the proposal in an email. When Jon replies, that all he needs to finalize the deal is some documentation showing how Kim’s solution will drive growth, she can perform a quick search that looks at the content inside documents and even shows where the words she searched for are, in different forms. This way Kim can spend less of her time searching for things and more time helping her customers find exactly what you need in an instant. It’s just one of the ways you can experience the magic of M-Files.

For more information on how to search for 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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