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Content Management

M-Files Administrator - Creating an Informative Workflow | The Smarter Way To Work

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.

M-Files Administrator: Creating a Review and Approval Workflow | The Smarter Way To Work

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.

M-Files Administrator: Creating Common and Restricted Views | The Smarter Way To Work

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.

How to use the Pinned Tab in M-Files | The Smarter Way To Work

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.

Introduction to Metadata Cards in M-Files | The Smarter Way To Work

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.

Document automation doesn't have to be a nightmare

What’s the worst parts of your organization’s “manual document drafting” nightmares? Perhaps it’s those NDAs that you wish were automated or those Data Processing Agreements that you need to do before new regulatory deadlines take effect. The good news? There is a better way—an automated way. But, what are some of the considerations you’ll need to think about when looking at document automation for the first time?

5 non-tech tips to get the most of out of document automation

As global disruptions continue to make headlines, it’s never a bad idea to learn how to maximize effectiveness across all your business processes, including document automation. What follows are a few tips on how to prepare for and make the most of document automation, and by extension the efficiencies that can be absorbed from it.

Scaling to great heights with M-Files Ment

M-Files Ment is a dynamic no-code document automation platform that allows users to automate documents in minutes – without requiring technical resource. One of its unique qualities is that it allows users—for example, lawyers—to produce templates easily through its 100% no-code visual interface with minimal training. You can pick it up easily and run with it, allowing users to scale their team’s automated documents quickly and at reduced cost.