M-Files

• Helps you find your information – fast – by letting you reach informed decisions based on your company’s latest data.
• Let’s you access any relevant data across a range of different repositories using a single platform.
• Cuts your costs by offering fast access to this company-relevant data.
• Increases your company’s productivity by creating accelerated, transparent workflows.
• Promotes interdepartmental collaboration.
• Easy, intuitive handling.
• Scalable solution.
• Highly flexible thanks to mobile applications for iOS, Android and an offline mode.
• Uniform user interface, no matter what device.
• Fast ROI = fast profits.

Simple to deploy

• No need to move, migrate or convert data.
• No preparation, organization or advance tagging of files.
• No custom coding or complex integration required.
• Deploys very quickly, so value is realized immediately.

Uniform user interface

• Lets you manage files from any system or repository using a single view, no matter which device you are using – from mobile devices to web applications and desktop clients.

Single sign-in

• Access to all information from single point of entry, regardless of data source.

Personalisation of results

• Creates custom scopes, saving favourites and tag results.
• Creates search scope configurations to individually search results with specific attributes and locations on your behalf.
• Creates favorites to keep track of your most important files.
• Tags your results with personal labels so they can be found again quickly.

Metadata driven

• Capable of managing both structured and unstructured data.
• Metadata are enriched using automatic metadata suggestions.
• Artificial Intelligence (AI) simplifies the indexing of data, automatically proposing metadata attributes such as class, type, customer, project and case.

Active Directory integration

• What is shown is based on access rights.
• Permission managed automatically.
• Secure access: permissions are based on what is stored in a file.
• M-Files Active Directory integration automatically applies organisational changes to individual users as they take on new roles and tasks.

OCR and ICR engine

• Data are extracted from scanned documents using OCR (Optical Character Recognition), barcodes, patch codes and ICR (Intelligent Character Recognition). Verification rules mean accuracy is improved.

Intelligent workflows

• Features resubmission system, including substitution rules and control over deadlines.

Collaboration

• Enables you to share your content with colleagues and external partners quickly and easily.
• Quick, easy co-authoring function.
• Automatic Version Management.
• Enables two people work on same file simultaneously without duplicating content.
• With Version Control, you know (not just hope) the document you access is the most up-to-date version of that file.

Offline function

• M-Files can be used without the need for a WLAN or network connection.
• The program lets you work in offline mode when viewing, editing and saving documents.
• As soon as network is available again, the edited data is automatically updated.

Preview in search results

• Previews your most important office documents within search application (including slide decks, document, pictures and e-mails).
• No longer downloads potentially corrupted files, saving you huge amounts of time.

Modular structure

• Components can be added, removed and changed quickly and easily.
• System simple to install, maintain and upgrade.
• Easy to configure.

Connector to electronic signature functionality 

• Through a connector to DocuSign or VismaSign digitally signed documents can be transported, archived and processed more easily. 
• ​Special storage, as it has to be necessary for the long-term archiving of signed paper documents, is no longer required. 
• Protection against change/exchange of the document is integrated. 
• Changes are immediately visible. 
• Simplifies further processing, e.g. the transfer of accounting data to the controlling. 

Accounts payable

• Manages and processes invoices and receipts, purchase orders, financial statements and tax documents, increasing operational efficiency and minimising risk.

Contract lifecycle management

• Keeps contracts securely organised, ensuring the right people can access the right version of any contract quickly and easily irrespective of their location and the device being used.

Document management

• Permission-controlled system lets users access files instantly from any device, whilst also ensuring version control and avoiding any duplication of content.

Enterprise Content Management

• Manages all your business content, regardless of its format or origin. Converts unmanaged data into managed data within minutes.

Human Resources

• Manages and tracks recruitment, training, performance appraisals, payroll and benefits to maximise operational efficiency and knowledge; protects sensitive information.

Invoice processing

• Automates and tracks reviewing and approval of invoices and other financial business processes, ensuring invoices are paid on time.

Quality and compliance

• Manages audit processes, Standard Operating Procedures (SOPs), non-conformance reports and Corrective And Preventative Actions (CAPAs); particularly useful for companies in highly-regulated industries.

Project management

• Defines simple rules for content visibility, task deadlines and ownership, streamlining project management process as a whole.

Records management

• Manages records from point of conception through to their eventual archival and disposal.

Sales and Marketing automation

• Integrates with existing CRM to create link to critical content such as proposals, presentations, contracts, POs, invoices, quotes and e-mail.

Training

• Tracks and reports on training by managing staff learning requirements, certifications and other training tasks.

• Is metadata-driven (what vs. where).
• Can be deployed flexibly in a cloud, on your business premises, or in hybrid format.
• Is simple, yet highly configurable to ensure all business processes are supported.
• Is instantly familiar (integrated with Windows), and integrates with other software quickly and easily.
• Can be accessed on all devices.
• Offers automatic updates.
• Is available in cloud, on-site and hybrid versions.
• Meets compliance standards, with all data backed up using a comprehensive authorization concept.
• Offers audit-proof archiving subject to General Data Protection Regulations (GDPR).