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M-Files

M-Files document management in practice: setup, metadata, workflows, integrations, client applications and compliance features.

Avoiding common ECM pitfalls with M-Files

Enterprise Content Management (ECM) systems promise efficiency, compliance, and better collaboration.Many organizations struggle to realize these benefits because of common pitfalls in traditional ECM implementations. Let’s explore these challenges and see how M-Files addresses them with its unique approach. Pitfall 1: Information Silos Traditional ECM systems often replicate the same problem they aim to solve: Information silos. Documents remain locked… 

Benachrichtigungen in M-Files

Was sind Benachrichtigungen in M-Files In M-Files besteht die Möglichkeit, Benachrichtigungen, sogenannte Zuweisungen, auf Basis von Ereignissen zu automatisieren. Die M-Files Benutzer werden zum einen direkt in M-Files mittels Zuweisungen informiert und zum anderen per E-Mail. Derzeit wird empfohlen, die Benachrichtigungsregeln mit dem klassischen M-Files-Client zu konfigurieren, da dieser die detailliertesten Konfigurationsmöglichkeiten bietet. Benachrichtigungen erstellen Die Konfiguration kann durch Klicken… 

M-Files Workspaces: Context First

In one of my previous blog I announced a big improvement in M-Files: the Workspaces. Following a period of discovery and experimentation that spanned multiple weeks, the logic behind this enhancement is now apparent. Let’s take a closer look at the benefits of this evolution. The Challenge Today, workers spend hours searching through documents and switching between applications trying to… 

The M-Files Microsoft Teams Integration

This blog focuses on the integration of M-Files with Microsoft Teams. Please find below a brief overview of the installation and configuration requirements. The primary focus will be on the benefits it will bring to the user and on demonstrating how to work with the M-Files Teams integration. Requirements This list details the most important requirements. For a full list… 

Smart Automation with M-Files: Real Use Cases

In the world of information management, time is money, and manual processes are the enemy of efficiency. The time of simple document management systems is over. Now, we need tools that help workers optimize their time and make their lives easier. This is where M-Files’ automation capabilities really shine, offering a significant advantage in the realm of information management. By… 

M-Files connected to Microsoft Copilot

Should you be a Microsoft 365 subscriber who already owns a Microsoft Copilot licence, you may wish to consider connecting your M-Files Vault to benefit from the capabilities of Microsoft Copilot. M-Files offers a connector that can meet these needs. In this blog, we will examine the functionality it will provide and the steps required to enable it. Requirements In… 

User Adoption Strategies for M-Files: Lessons Learned

Implementing M-Files is never just a technical project. It’s a journey through an organization’s operations that we take with each customer. As consultants, we often find that the success of an M-Files deployment hinges not on the software itself, but on how well users embrace it. After working with organizations across industries, here are some key lessons and strategies that… 

M-Files Electronic and Digital Signatures

Who has never during his or her business working daily life had to deal with one document signature. There is no more room for doubt concerning the usefulness of this functionality especially in ECM software like M-Files. A lot of solutions exist. Let me share with you, here, few of them that you may consider to use and integrate in… 

M-Files: New release = New feature

As is often the case with M-Files, the monthly release brings not only fixes, but also new features. The September 25 product update introduces a very interesting new feature: Workspaces. Certainly, this innovation marks a significant leap forward in how users interact with information, relationships, and context within the platform. Why is it a significant enhancement? This is not a… 

M-Files with Microsoft Co-Authoring

Following the announcement of the partnership between M-Files and Microsoft, they have confirmed the availability of native Microsoft Co-Authoring within the Microsoft 365 ecosystem. What means native and what is the differentiator to other ECM’s In this context, “native” means that documents stored in M-Files can be edited using the native capabilities of Microsoft 365, such as Co-Authoring. It is… 

Simplify trainings follow up with M-Files

In today’s organizations, things are continuously evolving. We have to become more agile, but we also need more control to ensure compliance with ISO certifications and the like. In my last blog post, I discussed controlled documents, especially procedures. It’s good to write a procedure, but it’s better to ensure the audience is aware of it. For that, M-Files provides…