Teams | Collaboration | Customer Service | Project Management

In this video, we'll go through what the pinned tab is all about and how to pin and unpin documents and other objects. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply. To upgrade to the new user interface, please consult your organization's M-Files Business admin to see about updating your M-Files application.

This video will introduce you to the metadata cards, their benefits and how to use them in M-Files. Whenever you are saving information into M-Files you'll be greeted with a metadata card. You use this card to give valuable information about the document such as what it is, and what it relates to. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply.

M-Files Ment combines ease of use with top-level security features and powerful automation. ⚡ Simplify document automation with a 100% visual, no-code automation interface.

How can M-Files Ment, our No-Code #DocumentAutomation Solution, make your favorite document clauses easy to access. Introducing, Clause Library.

Knowledge work is done on collaboration platforms, such as Microsoft Teams. M-Files for Microsoft Teams Add-In enables M-Files users and anyone they invite to their Teams outside their organization, to securely and conveniently collaborate on M-Files content.

The M-Files Advanced Outlook add-in integrates M-Files and Outlook seamlessly, allowing you to file business critical conversations and documents into M-Files effortlessly, and thus, ensuring that information doesn't get lost in the sea of emails and inboxes. The Integration offers email management, document collaboration, version control, search capabilities, automatic filing, and integration with other applications for a more integrated and streamlined workflow.

M-Files Ment is a next-generation document automation tool that helps seamlessly generate complex, data-driven documents quickly and consistently. M-Files Ment is the first 100% visual, no-code automation interface tool that removes the barriers of complex document automation processes.

You can use automatic permission settings to pass permissions for an object when the object has a property value, object type or class that uses automatic permissions. The object receives automatic permissions when a value with automatic permissions specified is added to the object metadata. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply.

With M-Files, several users can edit a document at the same time. You can check out a document for co-authoring via Microsoft Office for the web when the Microsoft Office for the web tools and co-authoring have been enabled for your vault or vaults. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply.

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. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply.