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
Saving Documents with Metadata
In M-Files, documents are saved, not by location, but with metadata.
When you save a document to M-Files, you fill in metadata that describes the document. All this is done on the metadata card.
This lesson introduces you to the M-Files way of saving documents.
What is the metadata card?
When you save a document to M-Files, a card will appear. This is called the metadata card. Everything in M-Files has a metadata card.
You use this card to fill in M-Files key information, like:
- What the document is, for example, if it’s a contract, proposal, workpaper, or presentation.
- What it relates to, such as a particular customer or project.
- How it is to be managed, like if it’s only visible to managers or if it’s subjected to a particular workflow.
What are the benefits of this metadata card?
There are two main benefits.
First, because of this metadata card, you can easily make sense of the documents that are available in M-Files. In other words, you don’t have to open the document and guess what it is and what it’s for. The metadata card tells you all of this.
Second, as you’ll learn throughout your M-Files journey, this metadata card is the driving force that makes information accessible, when you need it.
Do I have to fill in this metadata card every time I save a document?
Yes. Every document in M-Files has a metadata card. It might seem like extra work, but the seconds you spend filling out the metadata card will save you minutes, if not hours later.
It’s this easy:
If you’re used to saving documents by location (like in a folder), the M-Files way might seem odd at first. In M-Files, documents are saved and captured by metadata, not by location. So to answer this question, your documents are in M-Files, but not in any specific place in M-Files. You can find your documents multiple ways, through views, the Recent tab, search, the Pinned tab.
Once you get used to the M-Files way of saving and finding information, you’ll see just how easy it is to find the information you need when you need it.
The rule of thumb is to fill out enough metadata so that a colleague can easily understand what this object is and what it relates to.
In your M-Files vault, you don’t save by location, like a folder. You use metadata to save and organize your documents.
So to answer this question, you save your document to the vault by filling out the metadata card. But you don’t save it to a specific place in the vault. Remember from the introduction – it not about where the document is, it’s about what the document is.