M-Files delivers Context-First Document Management with an AI-native, metadata-driven architecture that eliminates information chaos and improves productivity across the document lifecycle. By linking documents to the people, processes, clients, and projects that give them meaning, M-Files creates a unified, connected environment that accelerates decision-making, strengthens governance, and streamlines industry-specific workflows through advanced workflow automation and AI.
M-Files is also the only document management system that is native to Microsoft 365. This unified solution extends Microsoft collaboration, Copilot, and Purview capabilities to curated M-Files content, enabling stronger security, more consistent compliance, and more accurate AI outcomes grounded in trusted, contextualized information. Organizations gain a seamless, future-ready environment that maximizes ROI on their Microsoft investments while supporting smarter and more efficient work across the business.
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All M-Files Discussions
# How do you update M files?
How do you update M files?
##### Post Metadata
- Posted at: over 3 years ago
- Author title: Pinned by G2 as a common question
- Net upvotes: 1
# Is anyone else struggling with AI tagging and advanced workflows adding chaos instead of clarity?
One of the things that drew me to M-Files was the promise of smart features like AI tagging and more advanced workflows. In practice, I have found these to be the areas where I spend the most time firefighting.
When we tried the AI assistant for tagging, it started assigning the wrong metadata to the wrong files, which quickly caused confusion in searches and views. Instead of saving time, I had to backtrack and clean up, and eventually turned it off to avoid making things worse.
Similarly, setting up more sophisticated workflows has felt like something I cannot do alone. I either need dedicated IT help or outside support, which slows down improvements and makes me think twice before suggesting new automated steps, even when I know they would help the team.
For those of you who have gone deeper into AI and complex workflows, how are you using these tools without creating new messes to clean up later, and how do you decide which parts are safe to roll out to everyday users?
##### Post Metadata
- Posted at: 4 days ago
- Author title: Pinned by G2 as a common question
# How are you dealing with the older‑feeling desktop client and extra clicks in everyday work?
Day to day, I spend a lot of time in the desktop client, and while it gets the job done, it often feels like I am working in an older tool that requires more effort than it should. Moving or renaming documents sometimes takes extra clicks compared to what my team was used to, and the layout can feel cluttered, especially for colleagues who are still getting used to it.
When I train new users, I can see that the look and flow of the client add friction to their first impressions. Instead of focusing on how helpful the metadata concept is, they get hung up on where to find common actions or why simple tasks feel slightly slower.
Over a full day, all those little pauses and extra steps add up, and it makes it harder for me to present M-Files internally as a clear upgrade from what we had before, even though I know the engine behind it is stronger.
For other long-time users, do you have any practical ways of arranging views or adjusting habits so that the older style and the extra clicking get in the way less of your daily document work?
##### Post Metadata
- Posted at: 4 days ago
- Author title: Pinned by G2 as a common question
# What are you doing to cope with slow performance on large data sets and in the cloud?
As our usage of M-Files grows, I am noticing more friction tied to speed. Large files can take a while to sync, searches or views over heavy data sometimes lag, and working against the cloud feels noticeably slower than what my team was used to before.
Most of the time it is tolerable, but when I am trying to pull up documents during a live client call or move through a big batch of files on a tight deadline, those extra seconds add up and break my flow. It is awkward having to stall on a call because a document is still loading.
I also see a bigger impact when the connection is less than perfect, where things can briefly feel like they have stalled completely. That leaves me nervous about relying on the system in environments where connectivity is not ideal.
For others who have run into these slowdowns, how are you working around them day to day, especially with big vaults, large files, or heavier cloud use so that you are not left waiting in front of a spinning cursor when you need to move quickly?
##### Post Metadata
- Posted at: 4 days ago
- Author title: Pinned by G2 as a common question
# How are you helping new and non‑technical colleagues get over the M-Files learning curve?
I am convinced that the metadata approach is the right long term move, but getting my team to that same point has been tough. People who have spent years living in Windows folders find the whole idea foreign, and even after training they still ask me where the “real” folder is.
On top of that, the number of features, views, and workflow options makes the product feel like too much for newcomers. I see smart colleagues avoiding some of the more powerful tools because they are worried about “breaking something” or getting lost in menus.
The result is that I keep fielding basic questions, re-explaining concepts, and double-checking that documents are tagged correctly, instead of focusing on my own work. New hires in particular seem to need weeks, not days, before they are comfortable.
For those of you who have already been through this, how do you introduce M-Files to non‑technical users and long‑time folder users in a way that reduces anxiety and gets them productive faster, without turning every week into another training session?
##### Post Metadata
- Posted at: 4 days ago
- Author title: Pinned by G2 as a common question
# Complex setup and constant metadata tweaks slow my rollout and ongoing work
I have been using M-Files long enough to really appreciate what it can do, but I keep hitting the same hurdle at two stages, first during rollout and then months later when the structure inevitably needs to change.
Initial setup took far longer than I was prepared for, both because the whole metadata way of thinking is so different from folders and because configuring vaults, permissions, and workflows seemed to assume I had deeper technical knowledge than I actually do. I had to lean heavily on IT and outside help, which delayed going live and added cost I had not planned for.
Then, once we were finally up and running, I realized that some of the choices we made about metadata and workflows did not age well. Adjusting that structure after the fact is possible, but it feels risky and time consuming, and I constantly worry that one change will ripple into some other part of the system.
This combination of a heavy initial setup and ongoing structure changes turns what should be a productivity gain into a recurring project that steals time from my actual work. Has anyone found a practical way to manage both the first-time configuration and the inevitable “we need to rethink our structure” phase without it derailing normal operations every few months?
##### Post Metadata
- Posted at: 4 days ago
- Author title: Pinned by G2 as a common question
# What does M-Files do?
What does M-Files do?
##### Post Metadata
- Posted at: almost 3 years ago
- Author title: Pinned by G2 as a common question
# What is M files online?
What is M files online?
##### Post Metadata
- Posted at: over 3 years ago
- Author title: Pinned by G2 as a common question
# What is M Files Document Management?
What is M Files Document Management?
##### Post Metadata
- Posted at: almost 4 years ago
- Author title: Pinned by G2 as a common question
# What is the best way to learn about the capabilities and features of M-Files?
Features & Capabilities
##### Post Metadata
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