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Guided Tour of M-Files

Imagine if it didn’t matter where documents and other information were stored or which system managed them? What if chaotic file shares, information silos and vendor lock-in were a thing of the past?

Our collection of helpful videos will help guide you through M-Files, demonstrating how M-Files can manage everything in your business, and the benefits of streamlining your data storage and processes. 

 

M-Files Free Trial

Download a 30-day free trial of M-Files to see the benefits for yourself or alternatively if you are interested in seeing M-Files in action you can schedule a live demo. 

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  • Annotations & Redline Menu Button
    Annotations & Redline
  • Co-Authoring Menu Button
    Co-Authoring
  • Edit Menu Button
    Edit
  • eSign Menu Button
    eSign
  • Mobile Menu Button
    Mobile
  • Mobile Scan Menu Button
    Mobile Scan
  • Offline Menu Button
    Offline
  • Outlook Menu Button
    Outlook
  • Permissions  Menu Button
    Permissions
  • Save Menu Button
    Save
  • Scan & OCR Menu Button
    Scan & OCR
  • Search Menu Button
    Search
  • Share Menu Button
    Share
  • Templates Menu Button
    Templates
  • Views Menu Button
    Views
  • Workflows Menu Button
    Workflows
Annotations & Redline Section

Annotations & Redline

Annotate without amending

Annotations and redlining in M-Files allows any M-Files user to add comments to a document without modifying the original file. See all annotations and comments t once, or view each bit of feedback individually.

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Co-Authoring Section

Co-Authoring

Simultaneously edit shared documents

Simultaneously edit shared documents with Co-Authoring in M-Files. Check a document out in M-Files and send co-authoring link to co-workers, work groups and other collaborators to seamlessly edit a single document.

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Edit Section

Edit

Check out & check in documents

Check out a document in M-Files to protect it from being edited by someone else. When you’re done editing, check it back in and others can see any changes you’ve made. 

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eSign Section

eSign

Approve and monitor processes from your mobile

M-Files Mobile enables businesses to maintain compliance outside of the office. The e-Signature capability integrated into M-Files allows for regulated businesses to approve and monitor processes… even from a mobile device.

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Mobile Section

Mobile

your information available anywhere

M-Files Mobile makes your M-Files vault (including documents and workflows) accessible anywhere… even away from the office. M-Files mobile apps are available for download from the iTune App Store (iOS), Google Play (Android) and the Windows Phone Store.

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Mobile Scan Section

Mobile Scan

Scan documents directly to M-Files

Scan documents (like expense receipts) directly to M-Files using the M-Files mobile app for iPhone and iPad. See how M-Files can keep your business running smoothly even when you’re away from office.

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Offline Section

Offline

view, edit, and save documents without WiFi or a VPN.

Accessing important information and documents no matter where you are is vital. M-Files Offline Availability allows you to view, edit, and save documents even without access to WiFi or a VPN.

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Outlook Section

Outlook

Easily save emails and attachments

M-Files is tightly integrated with Microsoft Outlook. Easily save emails and attachments directly to your M-Files vault. M-Files Smart Folders know exactly what documents are and who they are related to. Watch how M-Files and Microsoft Outlook help you get things done quickly.

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Permissions  Section

Permissions

Unlimited control over any type of content

Managing complex access control policies becomes overwhelming with the limitations of most systems. M-Files provides unlimited control over any type of content while keeping things simple. That’s because permissions can be assigned based on hat something is instead of where It’s stored.

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Save Section

Save

Quickly and easily save documents

Quickly and easily save documents to M-Files while ensuring they can be easily discovered and accessed by others in your organisation. 

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Scan & OCR Section

Scan & OCR

Scan documents and automatically make them searchable with OCR technology built right into M-Files. M-Files works with any USB scanner, so compatibility is never an issue. Just scan, store and let M-Files do the rest.

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Search Section

Search

Searching made easy

Searching for (and finding) information in M-Files is super-fast. M-Files even searches inside documents to make sure you can find anything you’re looking for 

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Share Section

Share

Everything streamlined and organised

Sharing documents in M-Files is as easy as a right click. Whether you need to send someone a document or collaborate with colleagues, M-Files keeps everything streamlined and organised.  

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Templates Section

Templates

Eliminate unnecessary recreation of documents

Eliminate unnecessary recreation of documents with M-Files Document Templates. Here’s how to quickly create a template that will fill in information automatically for commonly used contracts, agreements and other documents.

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Views Section

Views

What it is instead of where it’s saved

Dynamic views are virtual folders that organise information automatically based on what it is instead of where it’s saved. 

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Workflows Section

Workflows

Streamline common business processes

Use M-Files Automated Workflows to streamline common business processes (like contract approvals, controlled content, invoicing etc.), stay productive and ensure compliance. M-Files automatically monitors each step of the workflow process and sends a notification when there’s something that needs to be handled. It’s simple, quick, and built into M-Files.

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