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M-Files

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You can link documents to projects and manage the customer database.. #Database organizer  #Document management  #Automatic synchronization  #Manager  #Database  #Organize  

Description

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M-Files takes a whole new approach to document management. This modern application organizes documents to a single location, where they are easily accessible and retrievable for the entire organization at all times.

M-Files is well suited also for small and medium-sized companies. It is quick and easy to take into use and does not require a costly customization project. M-Files gives you total control of all of your organization's documents, from small office documents to complex CAD drawings.

With M-Files, invoice circulation can be done electronically, and documents can be published at the company web site. If you connect M-Files to a scanner, you can input paper documents - and all company documents will be stored in the same place. At the same time, you can be sure that your documents remain available but safe.

You can also manage projects and customers through the familiar M-Files user interface. You can use Quick Search to quickly locate the customer and edit the customer's information. At the same time, version information is stored. This allows you to return to view older customer information at need.

Projects and customers can be grouped just like documents. You can link documents to projects and manage the customer database. Naturally you can set permissions so that viewing and editing information is restricted to the user groups of your choice.

To define and monitor tasks is easiest where the task documents are located. With the Workflow feature, the company's routines can be widely automated and tasks are assigned to the right persons at the right time.

Here are some key features of "M Files":

�■ Integrates with Windows Explorer - instantly familiar to everyone. �■ The document repository appears as a virtual disk drive. �■ Direct opening and saving from all Windows applications. �■ Supports all file types, including Office, PDF and CAD files. �■ Check-out and check-in operations eliminate the problems of simultaneous changes. �■ Preserves old versions automatically. �■ Records a change log with user names, timestamps and comments. �■ Find documents instantly by typing words in the search box. �■ High-performance index of file contents and metadata. �■ Dynamically view documents in any hierarchical structure you choose. �■ Make the same document appear in multiple folders without creating copies. �■ Remarkably fast over remote connections. �■ Traveling users can view, create and edit documents in offline mode, with automatic synchronization. �■ Enable M-Files Web Access to make documents available to anybody with a web browser, including Mac and Linux users. �■ Control data visibility; hide sensitive documents while maintaining a single storage location. �■ Simple options and customizable default permissions by document class reduce the risk of human errors. �■ Compatible with Active Directory. �■ Scheduled backups of all data. �■ E-mail notifications of new and modified documents. �■ Simple assignments for ad hoc collaboration. �■ Basic and advanced workflow capabilities for formal processes. �■ The most advanced metadata structure capabilities, including multi-select lists and filtered fields. �■ Graphical interface for all metadata customization, no programming required. �■ Relationships between documents; collections; templates. �■ More than documents: Manage client and project data or virtually anything by defining your own object types. �■ Straightforward installation: ideal for implementing a document management system on your own. �■ Drag and drop existing files into M-Files. �■ Does not require dedicated IT staff. �■ Professional implementation assistance and consulting services available for customers anywhere in the world. �■ Define links to external databases to utilize existing data such as customer and project listings. �■ Import and link files from existing network shares. �■ Feed paper documents from scanners and multi-function devices. �■ Import e-mail messages from your mail server. �■ Use M-Files API for special integration needs.

Limitations:

�■ 30-day trial period

M-Files 4.0.1808.0

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  runs on:
Windows All
  file size:
74.2 MB
  filename:
M-Files_eng_4_0_1808_0.msi
  5 screenshots:
M-Files - screenshot #1M-Files - The Organize menu enables you to perform certain actions, including modifying the folder and search options.M-Files - The New menu allows you to view the contact persons, customers or documents and you can also import files and folders.M-Files - The All Projects Properties window has three tabs and they all are meant to configure these settings in order to improve the program's performance.M-Files - The Settings menu displays three categories that can be changed whenever you need to.
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