YouTube M-Files

In this video, discover the power of Microsoft 365 Copilot with native access to M-Files the Context-First Document Management System. A live demo! For more information, watch the full webinar: https://app.sequel.io/m-files/supercharge-msft365-copilot

29. 4. 2026

M-Files for Tax Advisory transforms how firms deliver client work by organizing everything around the engagement. With role-based user experiences, structured tasks and approvals, and AI guidance in context, teams reduce friction, improve visibility, and execute with confidence. Discover more: https://www.m-files.com/solutions-by-industry/accounting/

29. 4. 2026

M-Files for Tax Advisory transforms how tax and financial advisory firms manage client engagements and knowledge. By organizing content by context rather than location, the solution associates, managers and partners to quickly find the right information, understand their engagements, collaborate securely and maintain compliance throughout the client lifecycle. It provides tailored user experiences based on each role, ensuring that partners, managers and associates see only the tasks and information relevant to them. It eliminates manual file searches, reduces duplicate work, and provides automated workflows that mirror industry best practices. Firms gain a competitive advantage through improved efficiency, reduced risk and enhanced client service. More about M-Files for Tax Advisory: https://empower.m-files.com/collections/getting-started-tax-advisory M-Files Community - https://community.m-files.com/

21. 4. 2026

M-Files has introduced three new AI-powered solutions tailored for Tax Advisory, Quality, and Contracts, marking its shift to a multi-product company. These applications are designed to streamline workflows, boost compliance, and increase efficiency in document-heavy industries. Built on M-Files' context-first architecture, they connect documents, people, and processes for faster results and easier adoption, helping organizations avoid data silos and achieve greater value quickly.

9. 4. 2026

Workspaces are a new way of accessing information relevant to you, giving you context-first user experience that makes work automatically available in the right business context. Workspaces help individuals and teams work faster and make better decisions by connecting documents, clients, projects, products and processes in clear, context-driven views, as well as allowing user start directly from the context of their role and use case and jump straight to the things that matter the most for their work. Other Helpful Resources: https://userguide.m-files.com/user-guide/web/latest/eng/web_workspaces.html?hl=workspaces - For more information about M-Files Workspaces https://www.m-files.com/customers/tra... - For more information about Training and Learning solutions https://community.m-files.com/ - For more learning resources

20. 3. 2026

AI doesn’t fail because it lacks intelligence. It fails when the information it relies on is fragmented, ungoverned, or disconnected from the business. That’s why our work with Microsoft matters. By grounding Microsoft 365 Copilot in Context-First Document Management, we’re ensuring AI operates on trusted, permission-aware enterprise intelligence — connected to clients, projects, processes, and obligations. When AI understands context, it becomes: • More accurate • More secure • More explainable • More valuable to the business This is how Microsoft 365 Copilot becomes a true performance driver, not just a productivity tool.

16. 3. 2026

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

12. 3. 2026

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/learnin... Other Helpful Resources: https://www.m-files.com/user-guide/la... - For more information about editing content. 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. 3. 2026

M-Files is presented by Microsoft as a comprehensive document management solution that transforms how organizations handle documents, people, and processes by creating a context-rich, connected ecosystem. The platform differentiates itself from traditional file storage systems by capturing knowledge and relationships around every document and workflow, creating a living information environment. M Files integrates natively with Microsoft 365 applications including Teams, Outlook, Office, and Copilot enabling AI-powered automation while maintaining security and compliance standards. The solution enriches AI systems like Copilot or Copilot Agent Builder with well-classified, compliant, and current documents to ensure explainable and auditable outputs. By providing automated document enrichment, governance controls, and seamless integration within the Microsoft ecosystem, M Files positions itself as enabling organizations to maximize their Microsoft 365 investment while accelerating AI adoption across critical business workflows.

6. 3. 2026

In this video, NEPC’s CTO Devan Dewey explains how the firm automated 13,000 documents per month using M-Files’ metadata-driven document management platform. By integrating M-Files with core client and portfolio data — and Microsoft — NEPC improved efficiency, governance, and client service delivery. #FinancialServices #IntelligentInformationManagement #DocumentManagement #Metadata #Microsoft #ContextFirst #MFiles #NEPC

3. 3. 2026

This video introduces you to M-Files Empower. M-Files Empower is a unified portal that brings together M-Files product information, guidance, and support content into one easy‑to‑use experience.

17. 2. 2026

Welcome to the future of Client Information Management. This short animated video shows how M-Files empowers professional services firms to: ✅ Boost staff productivity ✅ Ensure client confidentiality ✅ Accelerate onboarding ✅ Eliminate errors ✅ Automate secure document sharing and audits With M-Files, your team can win and retain more clients by delivering secure, accurate, and efficient client engagements—every time. Experience how version control, automated workflows, and seamless collaboration can transform the way you manage client data. 🚀 See how M-Files can transform your organization today.

11. 2. 2026

Enhance your quality management system by embedding it into everyday business processes. Use controlled document management and learning requirements to ensure your staff always follows the most current procedures. Automate the traceability of issues, as well as corrective and preventive actions. Streamline audits with automated evidence from version control and audit trails. To succeed, organizations need a quality management strategy that boosts employee productivity, ensures accessible information, and aligns workflows with company policies.

11. 2. 2026

M-Files is the Context-First Document Management system that has redefined how work gets done by organizing information based on what it is, not where it’s stored. By connecting documents, people, projects, and processes in a unified view, M-Files eliminates operational friction and gives business and IT leaders a performance advantage.

27. 1. 2026

This video introduces you to the latest features and updates in New M-Files. New to M-Files? Start with the Fundamentals - https://community.m-files.com/learnin... https://www.m-files.com/customers/tra... - For more information about Training and Learning solutions https://community.m-files.com/ - For more learning resources

23. 1. 2026