Highlights : About M-Files
Co-authoring
Filters and sort functions
Windows Active Directory support
M-Files open API
Log and audit trail
Check-out and check-in features
"Full text" and metadata search
Automatic version naming and numbering
Version management
Industry regulation compliance
Workflow automation
Access permissions
Remote mobile access
File scanning and capture
CRM, Accounting and ERP integrations
Shareable links
Email notifications
M-Files hyperlinks and shortcut
Windows applications integration
Email notifications
Access
Product Details
Benefits
Central Information Repository
The system serves as a central storage for all documents, allowing users to search and find documents and identify who last edited them. All documents are organized and easily accessible, eliminating the need to remember saved locations and versions. Storing a document is fairly simple, all you need to do is save the document and indicate the content type. Document searching is also a breeze, with the system finding the right document every time.
Ease-of-Use
Navigating the dashboard is quite easy and does not require a steep learning curve. This is due to the fact that the platform directly integrates with Windows Explorer. The document storage system can be accessed the way you would a disk drive, which also supports a drag-and-drop functionality. To complement this feature, the vendor made the product highly-useable. It basically conforms with how individuals work, and can be used without consulting a manual.
Document Security
It’s a fact that most people want their documents kept secure, without anybody editing them. M-Files can protect your documents by simply checking the document out in the system while making updates. Everyone can see the changes you’ve made or even make additional edits given the right permission. Aside from this, old document versions can be preserved and reverted to as needed.
Document Sharing
Document sharing, both internally and externally cannot be avoided. Good thing M-Files allows for such, helping users share docs to outside parties or with colleagues while keeping everything organized and streamlined. The solution also gets rid of the need to send email attachments as it can send a direct link to any document, which keeps getting updated all the time. Role- and metadata-based security allow the software to both restrict and enable access to specific documents, making sure that only relevant people are able to view specific files.
Dynamic Views
M-Files generates virtual folders that can automatically organize your data. These folders allows for the easy management and viewing of items. Document views are also done in a way that is best for the way you work. In addition, users are able to view virtually all data, including contacts and invoices, allowing for total visibility into your entire business. What’s even better is that everything can be viewed from mobile devices that run on iOS, Windows and Android.
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