Getting started

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.

Intro to the M-Files Interface

A tutorial lesson guiding you through the M-Files Desktop interface

Accessing M-Files

This is a quick guide on how you can access M-Files Desktop, Web and Mobile.

M-Files Terminology

This guide will walk you through some of the commonly used terminology in M-Files.

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 Save Documents

When saving documents into M-Files, they are being saved based on what they are, or metadata, instead of location.

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 Use the Pinned Tab

This guide will show you what the pinned tab is, and how to pin and unpin objects and documents in M-Files.

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.

How to Share Documents

A tutorial lesson on how to share vault content to both colleagues using M-Files, and associates without access to M-Files.

Beyond Basics

Grouping Information

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

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.

How To Create Document Collections

Document Collections is one of the ways you can group information in M-Files, and this guide will show you how to create and use them.

How to Create Multifile Documents

In this guide, we'll walk you through the creation of Multi-file Documents in M-Files, and how you can use them efficiently to group information.

How To Create Relationships Between Objects

This guide shows how M-Files creates relationships automatically, and how the users can create them manually as well.

Tips and Tricks

How to Create and Complete Assignments

This guide will walk you through the steps of how to create, send and complete assignments in M-Files.

How to Create Notifications in M-Files

This guide shows how you can follow objects in M-Files, and how you can create and modify the notification rules.