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M-Files

Offline Mode in M-Files | The Smarter Way To Work

This video describes how you can make content available offline, how editing documents works in the offline mode, and what happens when you go back online. You can start using M-Files without a network connection by clicking your username in the top-right corner of the user interface and selecting "Go Offline" from the context menu. You will then have access to the Offline view, which shows all the objects that have been made available offline. In other words, the documents and objects in this view can be accessed even when a connection to M-Files Server is unavailable.

Creating Notifications in M-Files | The Smarter Way To Work

M-Files can be requested to send email notifications to end users about object-related actions. Users can create new notification rules via M-Files Desktop: 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 access tutorial videos featuring the previous user interface, please click here. To upgrade to the new user interface, please consult your organization's M-Files Business admin to see about updating your M-Files application.

M-Files Search Options | Finding Information in M-Files | The Smarter Way To Work

This video covers all the ways you can use search to quickly find the information you're looking for. By far, the most efficient way of finding your documents and other objects is to use the M-Files search functions. This is especially useful when you remember only a single detail about the document or object, such as the creation date or the user who created the document. The search options and filters allow you to define more search criteria related to the properties and location of the objects that you are searching for.

Creating Views in M-Files | The Smarter Way To Work

This video shows you step-by-step, how you can create your own views in M-Files. Views are like saved searches. They allow you to find and organize items by common metadata and creating a view is mostly about telling what sort of documents you want to see. 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.

Grouping Information in M-Files | The Smarter Way To Work

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.

Creating Multifile Documents in M-Files | The Smarter Way To Work

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.