Teams | Collaboration | Customer Service | Project Management

Creating a Hub in Hubshare | The Smarter Way To Work

This video is part of a tutorial series on M-Files for Hubshare. In this video, you'll learn how to set up a Hub. In Hubshare, the Hub is the main space where file sharing and collaboration takes place. To set this up, you need to have permissions to do so which can be granted by your company's Hubshare administrator.

M-Files Administrator: Creating an Informative Workflow | Intelligent Information Management

Each document has a lifecycle, during which it is processed and edited. During the lifecycle, the contributors may change and different persons may be responsible for different decisions. However, it is important that every person participating in the process is aware of their own areas of responsibility and the working stage. The M-Files workflows enable modeling document lifecycles according to real world processes.

M-Files Administrator: Permissions in Workflows | Intelligent Information Management

Each document has a lifecycle, during which it is processed and edited. During the lifecycle, the contributors may change and different persons may be responsible for different decisions. However, it is important that every person participating in the process is aware of their own areas of responsibility and the working stage. The M-Files workflows enable modeling document lifecycles according to real world processes. You can set permissions for the workflows, workflow states and workflow state transitions.

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

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.

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.

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.

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.