Teams | Collaboration | Customer Service | Project Management

How To Save Information in M-Files

This video is all about how you can save to M-Files. Whenever you save a document to M-Files, you use metadata to tell the system what the document is and what it relates to. When using M-Files, you no longer save documents in a single folder. Rather, you save your documents to the M-Files drive (which can be found on your computer like any other drive). You do not need to specify any other location than the document vault, as M-Files locates the document in the correct views on the basis of the metadata you define in the metadata card.

How To Use Views in M-Files

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.

How To Use the Quick Search Functionality in M-Files

This video explains how you can find your documents easily using Quick Search. Quick Search looks for objects that contain the search word in the file contents or metadata. To upgrade to the new user interface, please consult your organization's M-Files Business admin to see about updating your M-Files application. Other Helpful Resources.

Introduction to Desktop Co-Authoring in M-Files

This video introduces you to the new desktop co-authoring capability in M-Files. Modern work thrives on collaboration, and with desktop co-authoring, you can edit documents simultaneously in Microsoft 365 desktop applications, while M-Files organizes information, guides business processes, and automates security and compliance. M-Files desktop co-authoring will help you streamline your workflows, and make collaboration seamless.

Introduction to M-Files Aino

This video introduces you to M-Files Aino AI assistant, and how it can transform your workflow and make your daily work easier. Aino can help you by summarizing documents, looking for certain information in the documents, or even by helping with filling in the metadata card. With the chat history, you can easily ask follow-up questions regarding documents you've asked about in the past. Aino can read, understand, and interact in many languages, and will respond in the language of your question.

Introduction to the New M-Files Desktop Client

The New M-Files Desktop client provides consistency and efficiency. The client is built on modern technologies and has a fresh look and feel. The modernized desktop client ensures you enjoy a uniform user experience across all platforms. All functionalities and the user interface are from the web client, but on top of that we also have the benefits of a desktop application. With the New M-Files Desktop client, you can enjoy these valuable business benefits.

Unleashing AI potential with M-Files and Microsoft

Watch how Mikko Kontra, discusses the two hottest topics in customer conversations: enabling the hybrid workforce and harnessing the power of generative AI. Exciting developments like the integration of M File solutions and M365 Co Pilots are providing unique value propositions for organizations. Don't miss out on these game-changing innovations!

M-Files Product Explainer Oil & Gas

Discover how M-Files revolutionizes processes and boosts productivity for oil and gas and energy companies. Explore standout features like document classification, workflow collaboration, and top-notch security and compliance. Learn how M-Files offers a comprehensive view of information, making access to source content seamless and eliminating duplication issues. Meet Aino, the AI assistant, here to streamline content retrieval and information extraction for you.