Using Document Templates in M-Files | The Smarter Way To Work

Using Document Templates in M-Files | The Smarter Way To Work

Feb 13, 2023

Use of templates in M-Files is really easy. Just select what you want to create and M-Files offers you the templates available. You can select from the ones created specifically for your company and for the specific class chosen, or you can choose from the blank templates.

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 access tutorial videos featuring the previous user interface, please click here. 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://userguide.m-files.com/user-guide/latest/eng/Use_template.html - For more information about the Document Templates
https://www.m-files.com/customers/training/ - For more information about Training and Learning solutions
https://community.m-files.com/ - For more learning resources