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
What is M-Files?
This lesson introduces you to what M-Files is and how it approaches information management.
If you’re used to saving your files and documents to folders on your local, shared, or cloud drive, then the M-Files way of doing things will be new for you.
What is M-Files?
M-Files is a configurable, metadata-driven information management platform.
When people talk about information management, they’re talking about how an organization stores, manages, and retrieves information. For decades, folders have been the main way people manage information – you take a file, give it a name, and put it in a folder that’s located somewhere. This is the legacy way of managing information and it simply doesn’t keep up with the demands of modern business.
M-Files is the modern answer to an old problem – how to store and manage information efficiently and securely, so that it’s instantly accessible to those who need it.
How is M-Files different?
In legacy systems, when you want to find a file, you have to know where it is. Well, M-Files doesn’t use folders or location to manage information, so you never have to know where it is. It’s always in M-Files.
Rather, what’s more important is what it is. As long as you know something about what it is, then you’ll find what you’re looking for instantly. This is done through metadata.
What will M-Files do for me?
People around the world know the pain of spending their precious work time rummaging in digital folders, trying to find the information they need to do the work that matters most to them.
M-Files eliminates this pain because it gets you the information need instantly, no matter where you are or where your information is.
Is M-Files configurable?
Yes. Every organization, every customer has a customized version of M-Files, tailor-fit to their organization. What this means is that your version of M-Files will be specific to your organization. So don’t worry if your M-Files looks different than the ones you see in our tutorial videos or guides.