How To Use Views in M-Files

Aug 13, 2025

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.

New to M-Files? Start with the Fundamentals https://community.m-files.com/learning-resources/video-guides/w/user-videos/671/m-files-fundamentals

Other Helpful Resources:

https://www.m-files.com/user-guide/latest/eng/using_m_files_desktop_user_interface.html - For more information about using views

https://www.m-files.com/customers/training/ - For more information about Training and Learning solutions

https://community.m-files.com/ - For more learning resources