YouTube M-Files

Learn how insurance broker Holmes Murphy modernized content management by integrating M-Files with Salesforce to improve efficiency, document access, and client service. Highlights: - Holmes Murphy replaced a legacy content management system with a modern, open platform built for integration and future growth. - Deep Salesforce integration gives employees seamless access to documents without switching between systems. - Powerful search and centralized content management improve productivity and simplify everyday work. - M-Files supports a modern technology stack and is expanding across multiple areas of the business. - Integration with Microsoft 365 Copilot helps Holmes Murphy prepare for AI-powered ways of working. For more information, visit our site or book a demo:https://www.m-files.com/schedule-a-demo-v2/ !

13. 7. 2026

M-Files for Consulting is a purpose-built solution designed to streamline the full proposal-to-delivery lifecycle for consulting firms by organizing work around client, opportunity, proposal, engagement, and deliverable context. It addresses operational friction caused by scattered documents and limited visibility, enabling partners, managers, and consultants to gain clarity and improve coordination. The platform integrates AI to provide context-aware assistance, such as surfacing relevant prior work and suggesting next actions, which accelerates proposal creation and engagement delivery. Governance is maintained seamlessly in the background, enforcing lifecycle control, permissions, confidentiality, and auditability without adding administrative burden. Delivered via M-Files Cloud, it enhances existing tools like Microsoft 365 and CRM systems, offering improved knowledge reuse, reduced risks, and clearer visibility across consulting activities. Ultimately, it helps consulting teams accelerate proposals, protect intellectual capital, and deliver client work with confidence. Get a live demo now: https://www.m-files.com/schedule-a-demo/

8. 7. 2026

This video is all about how you can save to M-Files. Whenever you save a document to M-Files, you use metadata to tell the system what the document is and what it relates to. When using M-Files, you no longer save documents in a single folder. Rather, you save your documents to the M-Files drive (which can be found on your computer like any other drive). You do not need to specify any other location than the document vault, as M-Files locates the document in the correct views on the basis of the metadata you define in the metadata card. Other Helpful Resources: https://www.m-files.com/user-guide/la... - For more information about saving 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

30. 6. 2026

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

18. 6. 2026

In this video, discover how Tim Goodwin CADD Manager at Backyard Discovery uses M-Files to centralize product information, improve access to Engineering documents and Accelerate product Development.

18. 6. 2026

This video introduces you to views. Views are saved searches. When you click a view, you tell M-Files what you'd like to see based on metadata criteria Creating views is largely based on specifying the metadata used for searching and categorizing documents. Browsing and access documents through views make up a heavy part of using M-Files every day. To upgrade to the new user interface, please consult your organization's M-Files Business admin to see about updating your M-Files application. 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 using 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

16. 6. 2026

During Global conference M-Files IMPACT 2025, Joakim Nordström shares insights on the evolving role of information management, digital transformation, and the value of close collaboration between Microsoft and M-Files. Learn how organizations can improve productivity, strengthen governance, and unlock greater value from their information with AI-powered document management and knowledge work automation. Key topics: - Information management strategies for modern businesses - The role of AI in knowledge work - Microsoft and M-Files collaboration - Driving efficiency, compliance, and productivity - Future trends in digital transformation Subscribe for more customer stories, product updates, and insights from M-Files IMPACT 2025. #MFiles #Microsoft #InformationManagement #AI #DigitalTransformation #KnowledgeWork #DocumentManagement #MFilesIMPACT2025

12. 6. 2026

Discover why organizations are moving to M-Files Cloud to modernize information management, reduce IT complexity, and create a scalable foundation for future growth. In this video, we explore the key benefits of M-Files Cloud, including lower infrastructure costs, predictable pricing, enhanced security, simplified maintenance, and seamless integration with Microsoft technologies. Highlights include: - Reduced IT costs and infrastructure requirements - Predictable and scalable cloud pricing - Improved security and compliance - Faster innovation and automatic updates - Microsoft Azure benefits and cloud-native architecture - A future-ready platform for knowledge work automation Learn how M-Files Cloud helps organizations work smarter, stay compliant, and accelerate digital transformation. #MFiles #MFilesCloud #CloudMigration #InformationManagement #DigitalTransformation #MicrosoftAzure #KnowledgeWork #EnterpriseContentManagement #CloudComputing

12. 6. 2026

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