Teams | Collaboration | Customer Service | Project Management

February 2021

M Files Admin: Creating a Document Review and Approval Workflow | Intelligent Information Management

One of the most used and needed workflows throughout all organizations is the document review and approval workflow, where documents start out in a draft state and then they go through review and then final approval. It's really easy to create this workflow in M-Files and it saves staff loads of time since they don't have to hassle with the messy process of emailing attachments back and forth and creating multiple versions of the same document

Why 'Set It and Forget It' Information Governance Matters More Than You Realize

Anyone who has ever spent an appreciable about of time working with business information knows full well that the sheer volume of content within their deployment is growing by the day. But at the same time, the variety of content is also on the rise — which can easily lead to governance issues before you know it.

What You'll Find at the Crossroads of Digital Transformation and Compliance

What do risk and compliance functions risk by deferring digital transformation? How can risk and compliance functions jumpstart an organization's digital transformation? Why does intelligent information management underpin the compliance function AND digital transformation at the same time? These and more questions answered in this podcast featuring special guests Alexis Evangelou from Iron Mountain Cyprus and Vanessa Miller of VM Consulting.

The 4 Types of Collaboration Habits That Make Information Security Breaches an Inevitability

Because of the ongoing COVID-19 pandemic, more people are working remotely than ever before. On the one hand, productivity hasn't really suffered as there are a large number of cloud-based tools that make it possible to be just as productive outside of the office as you are in it. But on the other hand, there are also certain types of collaboration habits that make security breaches no longer a matter of "if" but "when." Understanding what these are is the best way to avoid them at all costs.

M Files Admin: Sending Notifications via Workflow | Intelligent Information Management

Notifications are a great way of keeping people up to date of what is going on with the documents they put into a workflow. To send a notification, first define the recipient users and user groups. Then enter the notification subject and the message. You can also specify the user from metadata or state transitions.

Here's Where to Spend Your Money on Digital Transformation in a Post-COVID World

It's safe to say that the ongoing COVID-19 pandemic has been a challenge for all of us — especially for organizations that were in the process of undergoing their own digital transformations as the lock downs started in March 2020. The need to use technology to support a fast-paced and agile workplace was always paramount — but somehow, it's become even more so in an era where most of your employees are going to be working from home for the foreseeable future.

These Seven Little Document Management System Changes Can Make a Big, Big Difference

Over the years, document management systems have evolved to the point where they've become a major contributing factor to the productivity of your organization... or they can be, under the best possible circumstances. So how do you lean into the strengths that make these solutions so powerful, taking advantage of those "best circumstances" at every opportunity? By making seven little changes to your approach that add up to a big, big difference before you know it.

M Files Administrator: Sending Assignments Via Workflow | Intelligent Information Management

Assignments are an important part of workflows. They transfer information and responsibility for task execution to the correct person automatically during a state transition. M-Files offers two types of assignments for use in connection with workflows. By selecting Assign to User, you can create an assignment that does not result in a separate object. You can also have separate assignments created once the object workflow is moved to a certain state.

4 Reasons SaaS Users Love Online User Communities (and Why You'll Love the M-Files Community)

M-Files is launching a new online user community on March 15. In the weeks prior to launch, it's a good time to take a step back and consider online user communities in general. What do they do? What needs do they serve? And why are they so important for SaaS success? It used to be that technology adoption was viewed as a relatively simple transaction — with a clear start and end. Decide what software you need. Buy it. Learn how to use it. Done.

Where to Find the Answer to All of Your M-Files Questions: The M-Files Community

On March 15th, we're launching the M-Files Community — a place where customers, admins, partners and M-Files employees can discuss all things M-Files. Whether it's a technical question, best practices or just a nickel's worth of free advice, the M-Files Community will (1) establish a sense of connection within the global M-Files community, (2) facilitate self-service, and (3) help us gather feedback from M-Files users about the product. Join us with Julian Cook, M-Files Chief Customer Officer, and Jocelyn Flint, Global Community Manager for a quick explanation of the purpose, roadmap and expectations of the M-Files Community.