Teams | Collaboration | Customer Service | Project Management

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.

Introducing M-Files Workspaces—the cutting-edge, context-first document management solution engineered to empower businesses with unified access to documents, projects, and stakeholders in a single, intuitive role-based workspace. Harnessing the power of M-Files’ context-first architecture and advanced AI engine Aino, Workspaces transforms document management by simplifying navigation, providing instant access to relevant content, and offering complete visibility into the user’s workflow context.

Smarter Document Management Starts Here Bring order, automation, and AI to the content your business runs on—right inside Microsoft 365.

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. Views allow you to save frequently used searches and define grouping levels. For information about searching for documents, refer to Searching. Other Helpful Resources.

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.

Welcome to M-Files. This video introduces you to the M-Files desktop tool. You can think of this as your initial tour to M-Files.