Teams | Collaboration | Customer Service | Project Management

Welcome to the future of Client Information Management. This short animated video shows how M-Files empowers professional services firms to: Boost staff productivity Ensure client confidentiality Accelerate onboarding Eliminate errors Automate secure document sharing and audits With M-Files, your team can win and retain more clients by delivering secure, accurate, and efficient client engagements—every time.

Enhance your quality management system by embedding it into everyday business processes. Use controlled document management and learning requirements to ensure your staff always follows the most current procedures. Automate the traceability of issues, as well as corrective and preventive actions. Streamline audits with automated evidence from version control and audit trails. To succeed, organizations need a quality management strategy that boosts employee productivity, ensures accessible information, and aligns workflows with company policies.

M-Files is the Context-First Document Management system that has redefined how work gets done by organizing information based on what it is, not where it’s stored. By connecting documents, people, projects, and processes in a unified view, M-Files eliminates operational friction and gives business and IT leaders a performance advantage.

This video introduces you to the latest features and updates in New M-Files. - For more information about Training and Learning solutions.

This video introduces you to the Native Co-authoring functionality in M-Files. Native Co-authoring enables seamless editing of documents by multiple people at the same time using their Microsoft 365 desktop applications. Native Co-authoring brings you the best-in-class authoring experience, enhancing your satisfaction, engagement, and adoption. By managing the full lifecycle of documents within M-Files, you will boost productivity and minimize risks.

This video describes how you can share vault content to both people that have access to the same vault as you and to people outside your organization, as well as introducing the new sharing center. Other Helpful Resources.

Workspaces are a new way of accessing information relevant to you, giving you context-first user experience that makes work automatically available in the right business context. Workspaces help individuals and teams work faster and make better decisions by connecting documents, clients, projects, products and processes in clear, context-driven views, as well as allowing user start directly from the context of their role and use case and jump straight to the things that matter the most for their work.

With workflows, the routines of the organization can be widely automated and tasks can be assigned to the right people at the right time. Users receive e-mail notifications about task-related issues, and managers can monitor task progress and approve completed tasks. Other Helpful Resources: - For more information about Training and Learning solutions.

Unlock the Power of Context-First Document Management with a platform that works for you! M-Files Workspaces answers the need to encapsulate business processes and applications inside the user experience. It's one single pane of glass that lets you access your project overviews, clients or accounts associated with that project, the team members involved and all the related documents (contracts, proposals...).

In this video, we'll go through what the pinned tab is all about and how to pin and unpin documents and other objects. - For more information about Training and Learning solutions.