M-Files Features

Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on

Ability to access documents via a web interface without a client being installed on a device

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

Can easily find files via a simple and/or advanced search

iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.

Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.

Keep track of incrementally changing versions of the same file.

Multiple users can collaborate on document creation, annotation, and review.

Autogenerate documents based on templates and form submission.

Able to create and manage submittable user forms.

Able to create user portals and sites.

Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.

Can easily find files via a simple and/or advanced search.

Ability to access documents via a web interface without a client being installed on a device.

iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.

Allows users to receive updates when files have been updated, added, deleted or moved.

Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.

Users can work simultaneously on files.

Provides an audit log of changes and enables users to revert to a specific version

Provides an audit log of changes and enables users to revert to a specific version

Allows users to work simultaneously on files.

Allows users to share individual files/folders to persons outside or inside the organization in a secure manner

Allows addition of comments digitally to the document and facilitates maintenance of a comment audit trail in the system

Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.

Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.

Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely.

Administer storage limits by user or group

Choose data center your files should be stored at

Stores and transfers files in secure environment

Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Access pre-built and custom reports to monitor user activity and storage

Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint

Enables custom integration to external systems

Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.

Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Access pre-built and custom reports to monitor user activity and storage.

Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.

Enables custom integration to external systems.

Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.

The workflow engine provides relevant and customizable conditions on which to execute rules.

Any action a user can perform in the system can be specified as an automated action.

System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.

System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.

Provide standard activities and tasks that can be customized by users

Users can easily create flows using drag and drop features

Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows

Ability to update multiple workflows at the same time

Maintain a history of all workflow changes

Integrate with ERP or project management software

Allows for easy document identification using a unique document number, version reference or other features.

Includes workflows and defines the roles of users who need to create, review and approve each type of documents.

Tracks versions and changes in a project, stores, and monitors those online.

Generates resource-based reports on planned and actual time spend on documents to highlight inconsistencies.

Allows data visualization and analysis capabilities

Generates quality-based reports on the documents to diagnose issues, take remedial action, and/or avoid future complications

Generates automated dashboards and reports on the document information and workflow progress

Controls information access by only allowing authorized users to search, view and retrieve engineering documents

Facilitates verification of document authenticity via QR code scanning feature

Generates automated notifications to inform users during specified events, potential issues, or upon nearing the auto-escalation dates and times.

Allows users to generate text based on a text prompt.

Provides powerful filtering, tagging, and indexing to quickly locate relevant documents across complex IT environments.

Maintains a history of changes and allows admins to revert documentation to a previous version.

Ensures that only authorized personnel can view or edit content.

Seamlessly connects with existing IT service management and monitoring platforms, streamlining ticket resolution and ensuring real-time updates.

Offers ready-to-use templates and automated workflows, standardizing documentation creation and speeding up routine procedures

Provides dashboards and reports to track documentation quality, regulatory compliance, and alignment with internal policies.

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives