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Content Management

4 Ways to Conduct Proactive and Engaging Remote Sessions with Your Customers

In light of the sudden shift to remote working, we recently conducted a series of internal brainstorming workshops to strategize the best ways to conduct remote sessions with our customers. We compiled over 300 ideas from 3 continents. Here are our key findings, brought to you by M-Filers and Hanna Tahvonen.

Creating Relationships between Objects in M-Files | Intelligent Information Management System

By using relationships, you can define metadata connections between objects, just as via the metadata card. For example, you can link a customer with an object. The customer then also appears in the metadata of the object. Likewise, the relationships entered via the metadata card will appear in the Relationships dialog. 00:23 - 01:04 Relationships through metadata/metadata card 01:04 - 01:26 Use case / example 01:26 - 02:17 Adding relationships through the relationships dialogue