YouTube M-Files

With workflows, the routines of the organization can be widely automated and tasks can be assigned to the right people at the right time. Users receive e-mail notifications about task-related issues, and managers can monitor task progress and approve completed tasks. Other Helpful Resources: https://userguide.m-files.com/user-guide/web/latest/eng/web_workflows.html?hl=workflows - For more information about using Workflows in M-Files https://www.m-files.com/customers/tra... - For more information about Training and Learning solutions https://community.m-files.com/ - For more learning resources

25. 11. 2025

Unlock the Power of Context-First Document Management with a platform that works for you! M-Files Workspaces answers the need to encapsulate business processes and applications inside the user experience. It's one single pane of glass that lets you access your project overviews, clients or accounts associated with that project, the team members involved and all the related documents (contracts, proposals...). 00:00 Introducing Workspaces 02:55 Benefits for the users 04:42:18 Why is it unique on the market? 06:19 Schedule a demo to see it live

19. 11. 2025

Discover the essence of M-Files Workspaces in this short video of our Chief Product Officer Tony Grout!

19. 11. 2025

In this video, we'll go through what the pinned tab is all about and how to pin and unpin documents and other objects. https://userguide.m-files.com/user-guide/web/latest/eng/web_pinning_content.html#pinning_content - For more information about the Pinned Tab https://www.m-files.com/customers/tra... - For more information about Training and Learning solutions https://community.m-files.com/ - For more learning resources

12. 11. 2025

VGD offers accounting, audit, legal, and corporate finance services—but managing documents across teams was a challenge. With M-Files’ metadata-driven organization and intelligent workflows, VGD now: • Finds documents instantly • Tracks status and ownership easily • Focuses more on clients, not folders • Integrates key client data seamlessly With partner GeONE providing ongoing support, VGD teams collaborate faster and smarter. Watch how M-Files transforms document management at VGD. Learn more: https://vgd.eu/ #MFiles #CustomerSuccess #DigitalTransformation #DocumentManagement #MetadataMatters #VGD

11. 11. 2025

Introducing M-Files Workspaces—the cutting-edge, context-first document management solution engineered to empower businesses with unified access to documents, projects, and stakeholders in a single, intuitive role-based workspace. Harnessing the power of M-Files’ context-first architecture and advanced AI engine Aino, Workspaces transforms document management by simplifying navigation, providing instant access to relevant content, and offering complete visibility into the user’s workflow context. With M-Files Workspaces, organizations can eliminate operational friction caused by scattered information, driving faster decision-making, stronger compliance, and boosted productivity. Designed to unify project collaboration and document control, this innovative solution streamlines your business operations for maximum efficiency. The initial release is available now, with frequent enhancements planned to deliver even more value. Unlock smarter document management, elevate your business performance, and stay ahead of the competition with M-Files Workspaces—where context meets productivity for the future of work.

11. 11. 2025

Smarter Document Management Starts Here Bring order, automation, and AI to the content your business runs on—right inside Microsoft 365. Revolutionize document management with the first of its kind M-Files and Microsoft 365 partnership. M-Files is a leading, AI-powered document management platform that organizes content by what it is (metadata), not where it lives. Together, M-Files and Microsoft 365 extend native Microsoft 365 capabilities within M-Files, delivering a unified, secure, and intelligent way to manage documents across Teams, SharePoint, Outlook, and beyond—without changing how your people work. Built for Microsoft-First Organizations M-Files brings deep industry expertise directly into your Microsoft 365 environment, making it easier to manage, govern, and collaborate on business-critical content. Our solutions are purpose-built for industries like manufacturing, finance, and professional services, where precision, compliance, and operational efficiency are essential. Schedule a live demo now to see in action! https://www.m-files.com/schedule-a-demo/

7. 11. 2025

In M-Files, documents and other objects can be categorized into different views according to their metadata. Creating views is largely based on specifying the metadata used for searching and categorizing documents. Views allow you to save frequently used searches and define grouping levels. For information about searching for documents, refer to Searching. New to M-Files? Start with the Fundamentals https://community.m-files.com/learning-resources/video-guides/w/user-videos/671/m-files-fundamentals Other Helpful Resources: https://userguide.m-files.com/user-guide/web/latest/eng/web_creating_editing_and_deleting_views.html - For more information about creating views. https://www.m-files.com/customers/training/ - For more information about Training and Learning solutions https://community.m-files.com/ - For more learning resources

3. 11. 2025

Learn how Strickland Solutions leverages M-Files automation and AI to simplify document management, strengthen compliance, and deliver smarter workflows across energy, finance, and professional services.

31. 10. 2025

Learn how tebicom SA became M-Files EMEA Partner of the Year by delivering smart, scalable document solutions to Swiss public and private sectors.

3. 10. 2025

This video explains how documents are edited in M-Files via first checking them out for editing and then, when you are done with your changes, checking them back in to the vault. It also explains the version history functionality of M-Files. 1. Checking out a document is an M-Files function that prevents concurrent editing. A checked-out document can still be viewed and opened in read-only mode by other users. 2. When you have edited and saved a document and are no longer using it, you should save the changes on the server by right-clicking the object and selecting Check In from the context menu. 3. One of the many advantages of M-Files is the fact that the earlier versions of objects are retained. You can go back in the object history according to the times the object has been checked out and checked back in. New to M-Files? Start with the Fundamentals https://community.m-files.com/learning-resources/video-guides/w/user-videos/671/m-files-fundamentals Other Helpful Resources: https://www.m-files.com/user-guide/latest/eng/using_m_files_desktop_user_interface.html - For more information about editing content. https://www.m-files.com/customers/training/ - For more information about Training and Learning solutions https://community.m-files.com/ - For more learning resources

23. 9. 2025

15. 9. 2025

This video covers all the ways you can use search to quickly find the information you're looking for. By far, the most efficient way of finding your documents and other objects is to use the M-Files search functions. This is especially useful when you remember only a single detail about the document or object, such as the creation date or the user who created the document. The advanced search and filters allow you to define more search criteria related to the properties and location of the objects that you are searching for. New to M-Files? Start with the Fundamentals https://community.m-files.com/learnin... Other Helpful Resources: https://www.m-files.com/user-guide/la... - For more information about Search Options https://www.m-files.com/customers/tra... - For more information about Training and Learning solutions https://community.m-files.com/ - For more learning resources

15. 9. 2025

Learn how imageX empowers businesses with M-Files automation and AI, streamlining compliance and transforming information management. Highlights: With M-Files, imageX has empowered clients for over 11 years. The Partner Program supports growth through resources and collaboration. M-Files drives success in real estate, finance, government, healthcare, and logistics. AI features in M-Files automate workflows and improve compliance. Flexibility in M-Files helps imageX deliver tailored, user-friendly solutions.

9. 9. 2025

Welcome to M-Files. This video introduces you to the M-Files desktop tool. You can think of this as your initial tour to M-Files. New to M-Files? Start with the Fundamentals https://community.m-files.com/learnin.... Other Helpful Resources: https://www.m-files.com/user-guide/la... - For more information about the Desktop Interface https://www.m-files.com/customers/tra... - For more information about Training and Learning solutions https://community.m-files.com/ - For more learning resources

8. 9. 2025