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

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

Dec 2, 2022

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.

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 saving in M-Files
https://www.m-files.com/customers/training/ - For more information about Training and Learning solutions
https://community.m-files.com/ - For more learning resources