A document management software that features workflow automation, version control, OCR enhance productivity and more.

Product Overview

M-Files is a document management system that offers features like workflow automation, version control, and advanced metadata management. Its interface mimics the familiar Windows File Explorer, easing user adoption. M-Files integrates well with existing software ecosystems, enhancing document accessibility and organization.

Pros

  • Advanced metadata management and OCR capabilities
  • Offline access and efficient file sharing options
  • Robust workflow automation and version control features

Cons

  • Requires consult call for pricing
  • Does not support .zip files
  • Some users report slow load times

Target Market

Companies seeking an easy-to-use yet powerful document management system, especially those transitioning from paper-based systems to digital. Its intuitive design and robust features suit businesses of various sizes and sectors.

About M-Files

M-Files is designed to help businesses manage, share, and secure documents and information, catering to even highly regulated industries.

M-Files Key Features:

  • Centralized Document Management: M-Files organizes content based on its nature, eliminating the need for traditional folder structures.
  • Document Check Out/In: This feature prevents simultaneous editing conflicts by allowing users to lock documents during updates.
  • Advanced Search: Quick and comprehensive document search capabilities, including content search and local caching for performance.
  • Dynamic Views: Virtual folders automatically organize information by its type rather than location.
  • User-Friendly Interface: Direct integration with Windows Explorer, simplifying user interaction.
  • Office Integration: Seamless compatibility with Microsoft Office applications.
  • Sharing and Collaboration: Easy document sharing and collaboration, both internally and externally.
  • Mobile Access: Enables document access and editing from mobile devices.
  • E-Signature: Integrated eSignature functionality for remote approvals.
  • Automated Workflows: Streamlines common business processes and provides notifications for task management.
  • Document Templates: Allows creation of templates for frequently used documents.
  • Customizable Permissions: Metadata-driven permissions for sophisticated access control.
  • Co-Authoring: Supports simultaneous document editing by multiple users.
  • Offline Access: Allows document access and editing without an internet connection.
  • Scan & OCR: Integrated OCR technology for digitizing and organizing paper documents.
  • Annotations: Users can add comments to documents without altering the original file.
  • Compliance Management: Aids in maintaining regulatory compliance and quality consistency.

Video Overview

Product Overview

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User Reviews of M-Files

★★★★★
★★★★★
Submitted on January 1st, 1900 by Dave Newmarch And Kristin McIntosh

It was about getting away from multiple layers of folder structures and finding a system that enabled us to access documents quickly. It has good version control and, crucially, good audit processes.

We found it very easy to manage the configuration ourselves. So when we decided to make a change to some of our structures and how we wanted to have things set up, we could do that ourselves.

In terms of service delivery, it enables more time for face to face. If you’re not in front of a screen searching for information, you’ve got time to speak to your customers. If everyone is saving 15 minutes a day, by the time you’ve got a staff of over 100, that’s a significant amount of time per week that is being saved.