There are many reasons why M-Files is one of the leading document management solutions. Review its many organisation and security features below.


Save

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

Search

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. 

Views

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

Edit

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

Share

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. 

Mobile

M-Files Mobile makes your M-Files Vault (including documents and workflows) accessible anywhere, even away from the office.

eSign

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

Permissions

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 what something is instead of where it's stored. 

Templates

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. 

Co-Authoring

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

Outlook

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.

Workflows

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.

Offline

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. 

Scan & OCR

Scan documents and automatically make them searchable with OCR technology built right in to 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. 

Annotate & Redline

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 at once, or view each bit of feedback individually. 

 

Mobile Scan

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