Creating documents with M-Files is easy, use familiar tools like Microsoft Office or Google Workspace, and templates automatically pull data from your CRM or ERP to prefill content.
With M-Files, you don’t need to worry about where to save information, if you know what it is, you can easily find it with a simple search.
Apply metadata tags to define your content such as customer name, project, contact person, due date, or any other relevant details.
M-Files handles tagging for you by automatically suggesting the most relevant tags based on the document’s content.
M-Files transforms document management by using metadata to boost efficiency and productivity. With metadata, content is accurately labeled, making it easy to find through quick searches and connect related documents for greater insight into specific topics.
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All information is available in context, based on what it is. Simply enter what you're looking for, and the exact content you need is just a few clicks away.
Integrate M-Files with your business systems to gain a unified view of data across platforms bringing all relevant information together in a single, centralized view.
Integrate M-Files with your legacy systems and archives to uncover business-critical data, including information containing personally identifiable details.
With seamless connections to your existing systems, M-Files can be deployed without any disruption. There's no need for immediate data migration simply implement a well-planned information strategy at your own pace.
No internet access? Simply switch to Offline Mode to continue working on your documents without a network connection. Once you're back online, your changes automatically sync with M-Files ensuring everything stays up to date.
Scan documents on the go by taking a photo and saving it in M‑Files.
Review and approve documents directly from your phone.
e-Sign with a phone or tablet to keep work moving from anywhere you might be.
Stay connected with M-Files whether you’re using Teams, SharePoint, or Salesforce. Its seamless integrations allow you to access, edit, and manage documents directly within your preferred platforms, eliminating the need to switch between applications.
With M-Files, you always access the most current version of a document. Eliminate the confusion of email attachments and scattered folders by sharing a single, reliable link. M-Files also identifies duplicates and enables version comparisons to maintain a seamless, consistent workflow.
M-Files integrates seamlessly with Microsoft tools, enabling you to effortlessly save documents from Word, Excel, or PowerPoint. You can also store email content directly in M-Files, making it easily accessible to your team.
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