Teams | Collaboration | Customer Service | Project Management

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.

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.

Using Views In M-Files | The Smarter Way To Work

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.

Is your customers' personally identifiable information protected?

When businesses process customer data, they are responsible for keeping it secure under Australia’s Privacy Act. If the information relates to anyone from Europe, the general data protection regulation (GDPR) also applies. Both regulations demand that organisations appropriately manage the personally identifiable information (PII) they hold. In addition, the Australian government has stipulated that businesses must address the significant increase in data breaches over the past two years.