Using Views in M-Files

In M-Files, documents and other objects can be categorized into different views according to their metadata. Creating views is largely based on specifying the metadata used for searching and categorizing documents.

Your day-to-day use of M-Files mainly involves browsing views in which documents and other objects have been grouped according to object metadata, such as project or customer information.

Views organize objects in the vault by the metadata properties of objects. Views can be based on, for example, object types, such as Customer or Project, and they can be further subdivided by the properties of the listed objects, such as Country or Customer.