Introduction to M-Files
- What is M-Files?
- What is Metadata?
- Intro to the M-Files Interface
- Accessing M-Files
- M-Files Terminology
How to Save Documents
How to Find Documents
- Finding Information with Metadata
- How to Use Quick Search
- Organizing with Views
- How to Use Views
- How to Use the Pinned Tab
How to Modify & Collaborate on Documents
There are multiple ways you can access M-Files, either through the M-Files Desktop, Web, and Mobile applications.
This lesson introduces shows you how to access these applications and how you can use them.
No matter which application you use to access M-Files, everything in M-Files is in vault.
Depending on your organization, whenever you open M-Files, you might see several vaults that you have access to.
For instance, in one company, they might have a vault to manage information related to customer projects, another vault to manage HR related documentation, and a final one to manage IT assets.
For most, the desktop application is probably the main way to access M-Files. After M-Files has been installed on your computer, you can access it either via the shortcut on your computer desktop, the explorer bar, or from the file explorer.
From there, you choose which vault you’d like to access.
M-Files Web offers access to your vaults no matter where you are, and what computer you are using. All you need is your M-Files credentials and you’re good to go.
Keep in mind that every vault has its own URL, so you don’t choose the vault like when accessing the M-Files Desktop application.
Comparison: M-Files Desktop & Web
M-Files Web offers all the same functionalities as the desktop application, with a few exceptions. For instance, you are not able to create relationships between objects, create views, or use search options.
All normal actions such as opening and modifying documents, and quick search are available so you don’t have to worry about not being able to do your everyday work with M-Files web.
M-Files Web Companion
M-Files Web Companion allows you to open and modify documents in O365 native applications, like Microsoft Word, PowerPoint, and Excel. M-Files Web Companion can be installed via the user menu in the M-Files Web application. Note that documents need to be checked out manually before opening them for modification.
Without M-Files Web Companion, the modifications need to be done in Office Online.
M-Files Mobile Application
Just like M-Files Web, the mobile application travels with you wherever you might be. The mobile application is available for both Android and iOS.
Just like with M-Files Web, every vault has its own URL. After logging in to the vault, it will be saved in the application, which means you’re able to add several vault connections and switch between vaults in the mobile application.
Comparison: M-Files Desktop and Mobile
There aren’t any differences between what you’re able to do in desktop and mobile. You’re able to do all your day-to-day tasks without missing on things.
M-Files Feature comparison
You can find a comparison of features between M-Files Desktop, Web, and mobile clients HERE