M-Files is the leading platform for knowledge work automation. With the M-Files platform, knowledge workers can find information faster, work smarter, and achieve more. M-Files features an innovative metadata-driven architecture, embedded workflow engine, and advanced artificial intelligence. This enables customers to eliminate information chaos, improve process efficiency, and automate security and compliance.

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.

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.

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.

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. 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.

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.

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. 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.

Normally, views are created for personal use only. If you wish, you can define the view to be a common view visible to a desired user group. To define a common view, you need the document vault permission for managing the common document vault's common views. 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.

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.