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.

To read the full transcript of the video, please click here

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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Karen is so awesome! She has inspired me to create an AMAZING M-Files.

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