Take the tour
An introduction to the M‑Files desktop client and how its screen is laid out.
M‑Files document management
Search once and get the version that counts
The same procedure ends up in several versions in different folders, and nobody knows which to trust. M‑Files is a document management platform from the company M‑Files, run in the cloud, on your own servers or as a hybrid. It files each document by what it is, and the current version comes up first.
In short
Small firms and global franchises use the same system
Fits any size
M‑Files customers range from small, local firms to global franchises, and you can expand as your needs grow.
Secure and consistent
Storage is encrypted, and access follows what a document is about. People work the same way every time, which means fewer errors.
Quick to start
We are an authorised M‑Files reseller, working across the Nordics. We implement M‑Files around your document types and the people who use them, and we can start quickly with a pilot for your use case.
What you get
One system for documents and more
- All your data from one system — A document is filed by what it is, in the document types you define, and everything that belongs together is found together. New documents start from the approved template.
- Secure on your servers or in the cloud — Run M‑Files in the cloud or on your own servers, with encrypted storage and access that follows what each document is about. Workflows carry the process, so everyone handles a document the same way.
- Find it from desktop, web or phone — Search what a document says and what it is, from the desktop, the web or a phone, and open it in Word, Excel or PowerPoint as usual.
Guided video tour
Watch the everyday tasks being done
Short walkthroughs, one task at a time. If you would rather see it with one of us, book a demo.
Recognised software
Recognised by Gartner, Nucleus Research and Forrester
The Total Economic Impact™ of M‑Files
A study by Forrester, commissioned by M‑Files.
Gartner Peer Insights Strong Performer 2024
M‑Files, in the Content Services Platforms category.
Nucleus Research Value Matrix 2023
M‑Files named a Leader in Content Services and Collaboration.
More short videos
One task per video
Save documents
How documents and other data are saved to M‑Files.
Search and filter
Advanced search, where a search is narrowed down with filters.
Use views
Views are virtual folders that gather documents by what they are, per team or per person.
Start from a template
How a new document is started from one of your templates.
Hand out a task
How an assignment is given to a colleague and marked as done.
Plays from YouTube when you press play.
A detailed look
Every version, in one place
The same document ends up in several versions in different folders, before counting the copies on people's desktops. With M‑Files you find the right version first, with the full history behind it, and a document is saved once, so the duplicates stop.
- The reasons are in the documents — Business systems hold the figures. The contract, the procedure and the report that explain them are documents, and M‑Files keeps those, filed by what they are.
- Documents reach the people who need them — You decide once what each type of document carries. After that it turns up for the right people in their views and searches.
- Different ways for different people — Some people want ready-made views on their home screen, others build their own, and some only search.
- Your own home screen — It shows the projects you have a stake in and the documents you edited recently.
Capabilities
Look closer at what M‑Files does
Knowledge work automation
Find information with M‑Files Aino, create and collaborate on documents, and automate workflows.
See the capabilityAI with M‑Files Aino
Ask a document a question and get an answer with its sources, within your own permissions.
See the capabilityMetadata instead of folders
One document, filed once, visible under every customer, project and process it belongs to.
See the capabilityIntelligent Metadata Layer
Network folders and SharePoint Online beside the vault, found by what the documents are.
See the capabilityWorkflow automation
Review, approval and deletion as workflows that tell the next person, hand out the task and record who did what.
See the capabilityMicrosoft 365 integration
Open and save from Word, Excel and PowerPoint, with details from M‑Files written into the document. Outlook, Teams and SharePoint are covered too.
See the capabilitySecurity and compliance
Access that follows the document, an event log, deletion rules and encryption.
See the capabilityM‑Files and GDPR
The ten data-privacy requirements for a document system, and how M‑Files handles each.
See the capability
Workflows
The lead reaches sales when it is worth their time
In a CRM on M‑Files, every sales opportunity moves through these steps. Workflows run on documents and on other data, such as projects. Each step can notify a role, create an assignment, give more users access or change the details on the record.
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Lead
A new opportunity is registered. Sales people who should not be disturbed by every incoming lead have no access to it yet.
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Qualified
Sales
Access rights now open the opportunity to the sales group, so it reaches them through their home screen, searches and views.
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Closed as won or Closed as lost
Every opportunity ends in one of the two closing states, and the process is the same each time.
Solutions on M‑Files
The same platform does more than documents
There are ready-made solutions to configure to your needs, and M‑Files is straightforward to tailor when none of them fits.
Contract management
A pre-configured solution for managing contracts through their lifecycle.
Learn moreQuality management systems
VisualQMS, a complete quality management system with the processes built in.
Learn moreGDPR compliance
How M‑Files meets each of the ten data-privacy requirements.
Learn moreCRM, HR and many processes
Customers, employees, projects and suppliers with their documents.
Learn moreAdd‑ons from CtrlDocs
Dashboards, Teams, OneDrive co-authoring and time recording, from our development partner CtrlDocs.
Learn moreM‑Files and Elements.cloud
Your Elements.cloud process diagrams shown inside M‑Files, through the integration from our development partner CtrlDocs.
Learn more
Questions
Questions about M‑Files
What is M‑Files used for?
For the documents a business runs on and everything around them: contracts, procedures, drawings, project files, employee files and the emails that belong with them. M‑Files keeps one copy of each, filed by what it is, with the current version first, approvals as workflows and permissions that follow the document. The solutions pages show it set up for contracts, quality management, HR files and projects, and the industry pages show how they combine.
Does M‑Files run in the cloud or on our own servers?
Either, or a hybrid of the two. M‑Files Cloud runs on Microsoft Azure, and there your data is encrypted both in storage and on its way over the internet. On your own servers, we set encryption up with you. Which fits your requirements is part of scoping the implementation.
Which M‑Files editions are there?
There are two: Essentials and Enterprise. Both include metadata-based document management, M‑Files Aino, the Microsoft 365 integration and workflows. Enterprise adds more AI capacity, extended audit logging, customer-held encryption keys, federated sign-in and controlled rendering with watermarking; Hubshare is licensed separately. Essentials has a published per-user price on m-files.com and is usually billed yearly, while Enterprise is quoted. Pricing and editions sets out the four parts of a quote, and M‑Files lists the editions at m-files.com/editions.
How does M‑Files work with Microsoft 365?
You open, edit and save M‑Files documents from Word, Excel and PowerPoint and fill in the metadata as you save, and details from M‑Files can be inserted into the document itself. Emails are filed from Outlook with metadata, and M‑Files can pick up the customer or the contact from the email. You can open M‑Files content in Teams and search M‑Files from Teams, and the SharePoint Online connector shows SharePoint content from M‑Files without moving it. M‑Files in Microsoft 365 has the detail per program.
What does the AI in M‑Files do?
M‑Files Aino summarises text documents, answers questions about a document in the language you ask in, and shows the documents the answer came from. It only uses content the user is allowed to see, and M‑Files states that your documents, metadata and questions are not used to train it. Questions across the whole vault and metadata suggestions are extras we include in a quote where you need them. M‑Files Aino goes through it.
How secure is M‑Files?
Access rights can follow metadata, so a document inherits the permissions of the project or customer it belongs to, and the event log records changes, downloads and deletions and can be filtered and exported. M‑Files holds an ISO/IEC 27001 certification that covers M‑Files Cloud, Hubshare and Aino, acts as a data processor under GDPR with a data processing agreement, and in M‑Files Cloud encrypts your data in storage and in transit. Security, permissions and the audit trail has the inventory.
Is there a free trial?
Yes, for 30 days. The trial is a cloud vault with basic content and workflows, and it includes M‑Files Aino. Colleagues can be invited, and the usual next step after the 30 days is a pilot on your own documents. No credit card and no software to install. Ask for the free trial, or book a demo first if you would rather see it with one of us.
Who implements M‑Files in Denmark?
We do. Solution Management is an authorised M‑Files reseller based in Copenhagen (Søborg), with customers across the Nordics. We scope and deliver full M‑Files implementations: metadata, objects and workflows defined with you, the structure set up, integration with your CRM or ERP where you need it, and training. We can start quickly with a pilot, and after go-live you have fast access to specialist knowledge, an agreed SLA, technical advice and support. Enquiries are answered the same working day. What our services cover and about us have more.