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Content Management

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.

Creating Document Collections in M-Files | The Smarter Way To Work

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.

Creating Relationships Between Objects in M-Files | The Smarter Way To Work

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.
Convene

Why Your Board Should Adopt a Centralized Document Repository

The information every board document contains is the cornerstone of an organization and a board’s success. This is why all organizations must place a premium on secure access and storage of their documents. More than a step to keep pace with the demands of the global pandemic, adopting a centralized document repository for your organization signals a positive tread in your digital transformation journey.

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

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.