Teams | Collaboration | Customer Service | Project Management

This video covers all the ways you can use search to quickly find the information you're looking for. By far, the most efficient way of finding your documents and other objects is to use the M-Files search functions. This is especially useful when you remember only a single detail about the document or object, such as the creation date or the user who created the document. The advanced search and filters allow you to define more search criteria related to the properties and location of the objects that you are searching for.

This video introduces you to views. Views are saved searches. When you click a view, you tell M-Files what you'd like to see based on metadata criteria Creating views is largely based on specifying the metadata used for searching and categorizing documents. Browsing and access documents through views make up a heavy part of using M-Files every day. To upgrade to the new user interface, please consult your organization's M-Files Business admin to see about updating your M-Files application.

Discover why organizations are moving to M-Files Cloud to modernize information management, reduce IT complexity, and create a scalable foundation for future growth. In this video, we explore the key benefits of M-Files Cloud, including lower infrastructure costs, predictable pricing, enhanced security, simplified maintenance, and seamless integration with Microsoft technologies. Highlights include.

During Global conference M-Files IMPACT 2025, Joakim Nordström shares insights on the evolving role of information management, digital transformation, and the value of close collaboration between Microsoft and M-Files. Learn how organizations can improve productivity, strengthen governance, and unlock greater value from their information with AI-powered document management and knowledge work automation. Key topics.

In this video, discover the power of Microsoft 365 Copilot with native access to M-Files the Context-First Document Management System.

M-Files for Tax Advisory transforms how firms deliver client work by organizing everything around the engagement. With role-based user experiences, structured tasks and approvals, and AI guidance in context, teams reduce friction, improve visibility, and execute with confidence.

In this video, discover the power of Microsoft 365 Copilot with native access to M-Files the Context-First Document Management System.

M-Files is presented by Microsoft as a comprehensive document management solution that transforms how organizations handle documents, people, and processes by creating a context-rich, connected ecosystem. The platform differentiates itself from traditional file storage systems by capturing knowledge and relationships around every document and workflow, creating a living information environment. M Files integrates natively with Microsoft 365 applications including Teams, Outlook, Office, and Copilot enabling AI-powered automation while maintaining security and compliance standards.

In this video, NEPC’s CTO Devan Dewey explains how the firm automated 13,000 documents per month using M-Files’ metadata-driven document management platform. By integrating M-Files with core client and portfolio data — and Microsoft — NEPC improved efficiency, governance, and client service delivery.

This video introduces you to M-Files Empower. M-Files Empower is a unified portal that brings together M-Files product information, guidance, and support content into one easy‑to‑use experience.