Teams | Collaboration | Customer Service | Project Management

In this video, we cover the different ways of grouping related information together in M-Files. There are multiple ways you can group and bundle information together, so that information is easier to find and understand. For instance, Views: Views allow you to save frequently used searches and define grouping levels. 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.

This video shows you how you can convert a single file to a multi file in M-Files. A multi-file document is a single document with multiple subfile, with a single metadata card. The difference from a document collection is that all the files in the multi-file document are bundled together under a single metadata card. 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.

This video demonstrates how you can group information by creating your own document collections in M-Files. A document collection is a set of interrelated documents. The difference from a multi-file document is that each member of a document collection is independent and has its own metadata. In addition, the document collection has a collective set of metadata that is independent of the member documents. By contrast, in a multi-file document, all document files share the document's properties.

This video shows how you can build relationships between items in M-Files through 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. To upgrade to the new user interface, please consult your organization's M-Files Business admin to see about updating your M-Files application.