M-Files is a leading global developer and vendor of software for Document Management, Information Management and Enterprise Content Management. As Nordic Partner, we implement solutions using the software that answer to the unique demands of our customers.
The system is easy to use and fully scalable. M-Files quickly becomes widely adopted by the users, mainly because of M-Files unique way of organizing documents and other information: not based on where it is stored in a folder structure, but what it is.
Used by many different customers, for many different things
M-Files has 10.000’s of customers world-wide, with more than 500.000 users. Their overwhelming verdict is that document management is effective with M-Files, and that it is quick and easy to find and use the right information for the users. The customers vary from small, local firms to global franchises. They use M-Files to solve many challgnes, not just document managment and enterprise content services, but also to make different business processes more efficient. Read customer stories at M-Files.com
Effective and Secure standard solution
Manage documents and other data
Trusted by the users
Take control of your data
Access all data from one system
Increase productivity and value of data
Advanced template management
Safe and secure
On-premises or Cloud
Encrypted, secure storage of data
Manage access rights effectively
Work in a Standardized way
Capture processes, design workflows and collaborate
Get started quickly, expand as needed
Find information really quickly
Intuitive user experience
Access to all relevant functionality
Via Desktop, Web and Mobile devices
Fully integrated with MS Office and Windows
Examples of pre-configured solutions, other than Document Management
Get started quicker with your Document Management! M-Files DMS (Document Management System) is a very fast and user-friendly software for managing information. Among its key strengths is its quick implementation and easy configuration, but perhaps its main success factor is its ease of use for the End Users.
By assigning documents and other data different Metadata (category, usage area, project, customer, etc.) instead of placing them into folders, it is easier to locate them quickly since everything can be found in several ways without manual searching. The Document Management System can easily be adapted to your unique requirements. Except for Document Managemnt, M-Files can also solve several other challenges. There are ready-made M-Files solutions to Quality Management (QMS), Customer Relations (CRM), Contract Lifecycle Management (CLM) and more.Find your information faster!
Processing and finding documents and other data is lightning fast, thanks to the technology and principles behind M-Files Document Management.
Research into Information Management shows that even companies that make extensive use of systems for ERP, CRM and other business areas still retrain 60 % of their information in documents; mainly simple documents in Microsoft Office formats (Word, Excel, PowerPoint, etc.) Other studies show that companies generally tend to have about 19 versions of the same document, usually in different folders in the company network — excluding versions on the employees’ own desktops! This further compounds the already complex issues of finding the right information in the right time, and be sure that it’s the right version of that piece of information.
Using M-Files to manage your information, it become much easier to find what you need than in traditional, folder-based solutions. With M-Files DMS, you can be certain to always find the right version first, with full version management allowing you to see past versions. M-Files keeps track of all sorts of informations and can in most cases completely prevent file doubles in your network.
Metadata ensures relevant promotion of data
When setting up M-Files as your DMS, you decide which metadata, assignments, workflows etc. to connect to different documents. At that point, you typically assign the relevant Users/User Groups as responsible and/or collaborators for different document types and categories.
These documents and other data kan then be published or “marketed” in various clever ways, to ensure they reach the relevant people when they are needed. This makes it very easy to direct the flow of information to the users in a successful way.
Using the search function it is possible to find data based not only on the subject and free-text from within the document, but also on connected roles, groups, projects and other metadata. View the video about Metadata Cards in this section to learn more!
Document Management in different ways, for different people
Find your information faster! Quickly getting a hold on the right information among 100 000’s of documents and other data requires optimal methods for finding and searching in your document management system. With our easy-to-use system for document management, it is possible to find the right data in several ways:
In Views: virtual folders that filter files and other data based on select metadata. These can be general views setup for access by the whole company; specific to certain user groups; or completely individual and created by the users for their own Home screen.
Through Simple Search, where M-Files quickly give you a ranked list of the most relevant results based on your free-text search. These searches use an advanced algorythm to ensure the items you are most probably looking for get a top ranking.
Using Advanced Search, which lets you filter your search and get a smaller selection of results.
Manage data in Views
In M-Files it is possible to filter content based on metadata and promote it to the relevant people using Views. The screenshot shows a View designed to give an overview of projects. Watch the video about Views
Simple search in M-Files
It is possible to perform simple searches on both document contents and metadata. The results are presented with a personal scoring, ensuring that the most relevant data for the current user is shown at the top. Watch the video about Simple Search
Advanced search in M-Files
With the Advanced Search in M-Files, you can specify more precise search criteria and narrow down the results to specific data types, process areas or other metadata. Watch the video about Advanced Search
People are different and it is our experience that they prefer different approaches. Some want pre-configured Views to find the data they are expected to work with quickly from their Home screen, others want to configure their own individual Views based on their schedules and responsibilities. Then there are those that prefer to only use the smart search function. M-Files DMS lets people use any way as a way to find their data: different ways for different people!
Role-based content with Personal Views
In M-FIles, it is possible for users to create their own views with filters for information they need to find quickly. These views can also be created and delivered to the users by an admin. Examples include:
List of Active Projects that you have a stake in.
Documents you have created or edited recently.
Contracts you are responsible for, which are due to expire soon.
If you use Advanced Search and create a really useful set of filters for your role, you can also save that search as a View so that you can have it handy the next time you need it.
Of course, you can also filter normal searches to only find you have a stake in.
Workflows i M-Files
Workflows are used to add value to content, standardize processes and make your people more efficient at using content. They can be used on documents and other data, including projects.
We use M-FIles is for managing all of our Customer Relationship Management (CRM) data and tasks. In our setup for Opportunities, we have the following Workflow steps:
Closed as Won
Closed as lost
Each step can be configured to trigger different events, such as:
Send notifications to specified roles
Create and send out assignments
Give additional users access to a piece of data
Change or add metadata to an object
… and much more!
If a group of users in Sales are not supposed to be disturbed by every incoming lead before their are set to Qualified status, it is possible to use the M-Files access rights to only give those users access after the lead has reached the relevant step in the workflow. In this way it is possible to govern the flow of data so that the most relevant reaches the users via their Home page, searches and views in the Document Management System.
Very high acceptance among End Users
M-Files has a very intuitive user interface. The software is built into Windows as an extension of Windows Explorer. Saving, searching and managing documents in M-Files feels just like Windows functions, without forcing users to learn a new system.