[
M-Files Reviews
](https://www.g2.com/products/m-files/reviews)

[
M-Files Reviews
](https://www.g2.com/products/m-files/reviews)

# M-Files Features

##### 
## File Management (17)

Device Syncing

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

Web Interface

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

File Type Support

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

Search

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

Mobile Apps

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

File Type Support

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

Metadata

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.

OCR Scanning

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

Versioning

Keep track of incrementally changing versions of the same file.

Collaboration

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

Document Assembly

Autogenerate documents based on templates and form submission.

Form Creation

Able to create and manage submittable user forms.

Portals and Sites

Able to create user portals and sites.

Disposition

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

Search

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

Web Interface

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

Mobile Apps

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

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##### 
## Collaboration (8)

File following

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

File Sharing

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

Simultaneously Editing

Users can work simultaneously on files.

Change Tracking / Audit Logs

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

Change Tracking

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

Simultaneous Access

Allows users to work simultaneously on files.

File Sharing

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

Commenting on Documents

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

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##### 
## Administration (6)

User and Role Management

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

Policies and Controls

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

Device Management

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.

Storage Limits

Administer storage limits by user or group

Storage Zones

Choose data center your files should be stored at

Security

Stores and transfers files in secure environment

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##### 
## Platform (9)

Performance and Reliability

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.

Reporting and Auditing

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

System of Record Integration

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

APIs

Enables custom integration to external systems

Internationalization

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

Performance and Reliability

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.

Reporting and Auditing

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

System of Record Integration

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

APIs

Enables custom integration to external systems.

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##### 
## Workflow (5)

Process Automation

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.

Conditions

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

Activities

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

Records Management

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

Case Management

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.

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##### 
## Setup (4)

Activities

Provide standard activities and tasks that can be customized by users

Flows

Users can easily create flows using drag and drop features

Dependencies

Define and manage dependencies between tasks and workflows

Notifications

Include alters that can be used with workflows

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##### 
## Management (3)

Updates

Ability to update multiple workflows at the same time

Audit Trail

Maintain a history of all workflow changes

Integration

Integrate with ERP or project management software

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##### 
## Data Management (3)

Document Identification

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

Workflows

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

Version Control

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

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##### 
## Dashboards (4)

Resource-based Reports

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

Data Visualization and Analysis

Allows data visualization and analysis capabilities

Quality-Based Reports

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

Automated Dashboards

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

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##### 
## Security (3)

Authorization

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

QR Code

Facilitates verification of document authenticity via QR code scanning feature

Updates on Files

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

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##### 
## Generative AI (1)

AI Text Generation

Allows users to generate text based on a text prompt.

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##### 
## Management and Discovery - IT Documentation (3)

Search and Indexing

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

Version Control

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

Access and Permissions

Ensures that only authorized personnel can view or edit content.

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##### 
## Operations - IT Documentation (3)

Integrations

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

Automation

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

Reporting

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

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##### 
## Agentic AI - Enterprise Content Management (ECM) (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Natural Language Interaction

Engages in human-like conversation for task delegation

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Cloud Content Collaboration (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Natural Language Interaction

Engages in human-like conversation for task delegation

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##### 
## Agentic AI - Workflow Management (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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[

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M-Files Comparisons

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4/5

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##### Categories on G2

[
Workflow Management
](https://www.g2.com/categories/workflow-management)[
Cloud Content Collaboration
](https://www.g2.com/categories/cloud-content-collaboration)[
Document Management
](https://www.g2.com/categories/document-management)

[
Enterprise Content Management (ECM)
](https://www.g2.com/categories/enterprise-content-management-ecm)[
IT Documentation
](https://www.g2.com/categories/it-documentation)[
Engineering Document Management
](https://www.g2.com/categories/engineering-document-management)

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