Book a demo
M‑Files add‑ons

CtrlDocs add‑ons that take M‑Files further

Managers get dashboards with live figures, and a new project gets its team in Microsoft Teams. Our development partner CtrlDocs builds these add‑ons, we sell and implement them, and each one runs on every M‑Files edition, in the cloud or on your own servers.

Ask us about the add‑ons Visit ctrldocs.com
Three screens from the CtrlDocs add-ons: a project board from CtrlPortals with a column for each state, the people a document is shared with in CtrlShare, and an M-Files document shown as a card in a Teams chat by CtrlConnect
CtrlDocs add‑ons

What each add-on does for you

CtrlPortals

Dashboards with the live figures managers ask for, and a portal behind every customer, project or document. Charts, kanban boards, Gantt plans, forms and knowledge bases, on data from M‑Files or SQL.

See the product at ctrldocs.com 

CtrlShare

One click opens an M‑Files document in OneDrive for colleagues and people outside the company to edit together. It comes back to M‑Files as a new version.

See the product at ctrldocs.com 

CtrlScout

Ask M‑Files in plain words. CtrlScout finds the records, counts and charts them, summarises documents and drafts the email, and it only sees what the person asking is allowed to see.

See the product at ctrldocs.com 

CtrlProcesses

Your Elements.cloud process maps inside M‑Files. Each activity leads to its approved procedure, the open cases and the form that starts a new one.

See the product at ctrldocs.com 

CtrlTeams

Start a project in M‑Files and its team in Microsoft Teams is ready, with the members, channels, folders and templates it needs. The documents come back to M‑Files with their metadata.

See the product at ctrldocs.com 

CtrlSync

People keep working in Teams or SharePoint. The documents you choose to keep are copied to M‑Files, with metadata taken from where the file sits.

See the product at ctrldocs.com 

CtrlConnect

An M‑Files link in a Teams chat or an Outlook email shows the record's details beside it, and M‑Files can be searched from the chat, on the desktop, on the web and on a phone.

See the product at ctrldocs.com 

CtrlTime

People record their hours in a calendar, on the customer, project or other M‑Files record they worked for. Weekly timesheets are approved, and the hours are reported for payroll and invoicing.

See the product at ctrldocs.com 

FancyLinks

M‑Files links that show what they point to and which version, formatted from your own templates with the metadata you choose. Free to use.

See the product at ctrldocs.com 

Unsure which add-on fits? Ask us

Contact us
From M‑Files itself

Add‑ons and connectors from M‑Files

These come from M‑Files' own catalogue rather than from CtrlDocs. Which of them your subscription includes varies, so we check each one before we quote.

M‑Files for Outlook

File emails from Outlook into M‑Files with their metadata, and M‑Files can pick up the customer or contact from the email. It works in classic Outlook, in the new Outlook and in Outlook on the web.

M‑Files for Teams

Open M‑Files content in Teams and search M‑Files from Teams, with the M‑Files app for Teams.

SharePoint Online connector

Find and manage SharePoint Online content from M‑Files without moving it, so a migration can wait or never happen.

M‑Files Hubshare

Share selected content with invited clients and partners, who see only the hubs they are invited to. Licensed separately.

M‑Files Metadata Agent

Suggests metadata when documents are added, and with Metadata Agent at Scale adds metadata to existing documents in bulk, for example in a migration. Licensed separately.

Copilot connector

Microsoft 365 Copilot can work with M‑Files documents and respects M‑Files permissions, through Microsoft 365 storage or the M‑Files Connector for Copilot, for people with a Copilot licence.

M‑Files OCR

Turns scanned pages into searchable PDFs, so a scanned agreement is found by the words in it.

M‑Files Reporting

Copies vault data to a reporting database, so dashboards and reports can be built in external tools. For dashboards inside M‑Files itself, see CtrlPortals from CtrlDocs.

Three screens of VisualQMS: the statements of ISO 9001 listed as a tree, a CAPA board with each CAPA in the column of its workflow state, and the metadata card of one CAPA
Solutions

When you need a whole solution

  • CtrlDocs for Elements — The controlled documents behind your Elements.cloud process maps, reviewed and approved in workflows in M‑Files. The approved PDF is published to the Elements.cloud URL library.
  • VisualQMS — Our own quality management system with visual business processes, where people find their way by the process map. It uses several M‑Files apps from CtrlDocs.
See the solution at ctrldocs.com Visit visualqms.com
Next step

We help you pick the right add-on

Tell us what you want M‑Files to do, and we point to the add-on that does it. Email sales@solutionmanagement.eu or call +45 2141 6100. We answer the same working day.

Contact us
Questions

Questions about the add‑ons

Are the CtrlDocs add‑ons included in M‑Files?
No. CtrlPortals, CtrlShare, CtrlScout, CtrlProcesses, CtrlTeams, CtrlSync, CtrlConnect and CtrlTime are products of our development partner CtrlDocs and are licensed on top of M‑Files; FancyLinks is free to use. We sell and implement them. The product pages at ctrldocs.com describe each one, including licensing and requirements.
Do the add‑ons need a particular M‑Files edition?
No. Every CtrlDocs add-on runs on every M‑Files edition, in M‑Files Cloud or on your own servers, with M‑Files 25.1 or later on the server and in the clients. Of the add‑ons from M‑Files itself, Hubshare and the Metadata Agent are licensed separately, and we check each against your subscription before we quote.
Who supports the add‑ons?
We do, as the reseller that implements them: after go-live you have fast access to specialist knowledge, an agreed SLA, and technical advice and support. Behind us stands our development partner CtrlDocs, which builds and maintains the add‑ons and was named M‑Files Solution Partner of the Year 2025.
Can we start with one add-on?
Yes. Start with the one that answers a need you have today, such as CtrlPortals for a dashboard the management team asks for, or CtrlShare for editing a document with someone outside the company, and add others later. We can start quickly with a pilot.
Where are the requirements listed?
For the CtrlDocs add‑ons, on each product page at ctrldocs.com. For the add‑ons and connectors from M‑Files itself, in the M‑Files catalogue, which says for each one which subscriptions include it. We go through both with you before a quote.
Can documents be signed electronically?
With the DocuSign or Adobe Acrobat Sign integration from M‑Files and your own subscription to that service, signed documents return to M‑Files automatically. Approvals inside the company are workflow steps recorded in the event log; signed approvals with an electronic signature need an add-on module from M‑Files.
Do we need an add-on to use M‑Files in Word, Excel and Outlook?
No. Opening, editing and saving documents from Word, Excel and PowerPoint, with the metadata filled in as you save, is part of M‑Files, as is filing emails from Outlook. CtrlShare, CtrlTeams and CtrlConnect from CtrlDocs add one-click editing in OneDrive with people outside the company, a project team in Teams, and M‑Files details and search in a Teams chat. M‑Files in Microsoft 365 goes through it.