Teams | Collaboration | Customer Service | Project Management

April 2023

Introduction to M-Files Advanced Outlook Add-In | The Smarter Way To Work

The M-Files Advanced Outlook add-in integrates M-Files and Outlook seamlessly, allowing you to file business critical conversations and documents into M-Files effortlessly, and thus, ensuring that information doesn't get lost in the sea of emails and inboxes. The Integration offers email management, document collaboration, version control, search capabilities, automatic filing, and integration with other applications for a more integrated and streamlined workflow.

Automatic Permissions in M-Files | The Smarter Way To Work

You can use automatic permission settings to pass permissions for an object when the object has a property value, object type or class that uses automatic permissions. The object receives automatic permissions when a value with automatic permissions specified is added to the object metadata. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply.

Co-authoring via Microsoft Office in M-Files | The Smarter Way To Work

With M-Files, several users can edit a document at the same time. You can check out a document for co-authoring via Microsoft Office for the web when the Microsoft Office for the web tools and co-authoring have been enabled for your vault or vaults. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply.