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In M-Files, documents and other objects can be categorized into different views according to their metadata. Creating views is largely based on specifying the metadata used for searching and categorizing documents. Views allow you to save frequently used searches and define grouping levels. For information about searching for documents, refer to Searching. Other Helpful Resources.

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 advanced search and filters allow you to define more search criteria related to the properties and location of the objects that you are searching for.

Welcome to M-Files. This video introduces you to the M-Files desktop tool. You can think of this as your initial tour to 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.

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.