M-Files document management in practice: setup, metadata, workflows, integrations, client applications and compliance features.
In one of my previous post, I talked about the importance of Metadata, it is the skeleton of efficient document management system and particularly in M-Files! As I like to say, M-Files is like an empty shell that can be very easily customized to obtain the ideal solution for our business/customers. Unlike traditional folder-based storage, M-Files leverages metadata to classify,…
Nowadays, working in a company requires handling of huge amounts of information, and therefore efficiency is crucial!M-Files Aino, your virtual assistant integrated in M-Files, is here to support you in your daily activities. What is M-Files Aino? M-Files Aino leverages natural language processing to help users interact seamlessly with their organization’s knowledge base.It can summarize documents, translate these summaries, answer…
In today’s digital landscape, efficient Content Management is crucial for business productivity. While many organizations still rely on traditional folder-based file management. Modern solutions like M-Files offer a smarter way to store, organize, and retrieve information. The key differentiator? Metadata. In this blog post, we’ll explore the limitations of traditional file management, the advantages of metadata-driven organization, and why M-Files…
M-Files is a powerful product in itself, that enables businesses to organize, manage, and track documents efficiently.But we can even make it more powerful by extending the out of the box capabilities with Property Calculator, a really useful tool. Previously available unofficially (community tools) we can now find it in the M-Files catalog (here) and it’s free of charge!As M-Files…
Business requirements Solution A dedicated folder system is in place to manage all documentation and versions, ensuring compliance with requirements. The system incorporates a process for document approval and review, with tracking capabilities. The language of the documents is a key component of their metadata, with relevant information found on the metadata card and in the documents themselves. The language…
Problem defintion I encountered an issue with the configuration of an external connector in the M-Files Server 25.1 (January 2025). In my case, this was the M-Files Network Folder Connector. The installation of the Vault Application proceeded smoothly, as usual. I then attempted to configure the connector in the M-Files Admin Tool, but encountered a problem: the configuration tab was…
In this blog we will be looking at the configuration of M-Files Ment Integration into an M-Files vault. We will discuss the configuration, the benefits and learn how to work with it.This is a follow-up to the webinar I hosted on 10 December and is aimed at technical teams responsible for configuration, implementation and end-user training. Overview The latest version…
Two weeks ago, I was at the #SITF24 to talk about integration of External Repositories (SharePoint/Teams, shared folder,…) into M-Files. Surprisingly this is still a tricky topic for companies. As an ECM consultant since years, I’m probably a bit too naive and think documents are already well managed in most of the firms. I got some feedback that prove me…
As you may know, M-Files is providing monthly release and the one for October is going to be interesting. Since several month M-Files is heavily working on the integration of new Microsoft approach which is aligning desktop and web clients and thus dropping the COM support (add-in and so on). M-Files is also following that trend, and decided to merge…
One must admit that M-Files Microsoft Office 365 integration is just awesome. It allows you to interact with your beloved Knowledge Workers content services Platform through Microsoft Office 365 products. Judge by yourself M-Files ribbon in Microsoft Office Word: At least, If you are quite familiar with these functions, you may have already worked with “Insert Property” option in order…
If you read my previous blog, you know why I’m doing a migration 🙂 If not let’s explain it a bit, since 1 year I play with M-Files using an VM in the cloud, but I reached the limits and running a lot of Vaults start to become costly for a simple playground.Additionally as the VM is stopped during the…
Welcome session After breakfast we headed to the Auditorium to see the CEO Welcome session for the user and partners. What is knowledge work automation and how it can help. What is the role of AI in automation and how to unlock the benefits of generative AI within M-Files. M-Files product news and the roadmap including the vision As a…
