Introduction to M-Files
New to M-Files? Start here! These lessons introduce you to M-Files and it's metadata approach to managing documents.
What is M-Files?
In this lesson, we explain what M-Files is, how it's different, and how it'll benefit you and your work.
What is Metadata?
M-Files is powered by metadata. Explore what metadata is, how it works, and how it benefits you.
How to Save Documents
Lessons on how to save your documents (and create new documents) in M-Files using metadata.
Saving Documents with Metadata
In M-Files, you use metadata to save documents. This is different from other systems, where you save with a file name and a location.
Introduction to Metadata Cards
A tutorial lesson that will introduce you to Metadata Cards in M-Files.
How to Find Documents
Lessons showing how easy it is to find information, quickly with metadata, views, and search.
Finding Information with Metadata
Read more about how using metadata helps you find the information you're looking for instantly and reliably.
How to Use Quick Search
M-Files quick search functionality provides results fast, so that the right information finds you at the right time.
Organizing with Views
Views are a favorite features among M-Filers all over the globe. They look and feel like folders but they are way better. Learn more about what they are, how they work, and how they'll benefit you.
How to Use Views
Views are saved searches. Browsing and accessing documents through views make up a heavy part of using M-Files every day.
How to Modify & Collaborate on Documents
Lessons on the M-Files approach to modifying and collaborating on documents without the usual versioning chaos.
The M-Files Way to Collaborate
learn more how M-Files, with its single copy approach, improves typical collaboration pains by eliminating versioning chaos.
How to Modify Documents
A tutorial lesson on how to check-out, modify and check-in documents, and how to modify metadata.
In this guide you'll find information of the various ways you can group your documents and other information in M-Files.
Creating Views in M-Files
Views are basically saved searches, and this guide will give you the tools to create your own views in M-Files.
Search options is a powerful way to find what you need. This guide will show you how you can use metadata to find information in your vault.