M-Files document management and content management

M-Files

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M-Files offers a unique, smarter approach to enterprise information management (EIM). M-Files enterprise content management software helps you easily store, organize and access all kinds of documents and information. It’s what many EIM and ECM industry analysts describe as “content in context” wherein content is personalized and tailored to each individual user, providing quick and easy access to the most relevant content whenever it’s needed. It’s more intuitive, powerful and flexible, and while it’s the future of information management, it’s here today.

Product Description

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M-Files manages documents, projects, contracts and business processes) while adding intelligence by combining it with information from other systems (like SharePoint, Salesforce and SAP). M-Files provides business complete control of their documents, records and contracts.

Business is no longer confined to the office, so why should your data be? Securely share information with anyone while making the most of your current infrastructure with the solution that’s right for your business. Choose between on-premises, cloud or hybrid M-Files deployment.

Not just document management

Powerful solution lets you take complete control of your documents, processes, information and content. Also packs in a host of powerful features to make your business run smoother.

Document Management

M-Files allows users to access the latest version of document from anywhere, anytime. With full capabilities to share and collaborate, users can send co-author documents, securely share with external parties, and assign permissions (including auto permissions).

The solution allows you to search content by document name, customer, document type, keyword, and more. M-Files uses virtual folders called ‘Views’ to display documents and records dynamically. Information in M-Files is presented based on what the content is, rather than where it is located. The feature called ‘Dynamic Views’ M-allows you to organize and view anything exactly how you want to.

Like any good document management solution M-Files naturally offers automatic version control of documents. M-Files takes a holistic approach to this by ensuring that users view the latest documents even with open sharing and collaboration. Not only this but documents can View documents and manage processes on the go with the M-Files mobile app for iPhone, iPad, Android and Windows Phone. Scan, access, review and approve documents no matter your location or mobile device.

M-Files Information Management System

Providing employees with quick access to up-to-date information that resides within your various internal business applications and databases is challenging. M-Files eliminates information silos and breaks down the barriers between your employees and their information. Structured data and unstructured content is freed from the confines of applications, platforms and information silos.

Quality and Compliance

Reducing regulatory risk is also made extremely easy with M-Files. Failure to comply with regulations is expensive and risky. M-Files helps you remain compliant with ISO 9001 to FDA 21 CFR Part 11 through organizing, recording and automating everything in your business.Managing standard operating procedures (approvals), training records, and keeping track of pending CAPAs can be daunting and resource-intensive. M-Files makes it easy to improve your quality management system, stay compliant and fly through audits with document and process management capabilities designed for organizations with strict quality and compliance needs.

Providing real-time reporting and through combining the DMS with quality workflows and complete audit trails, M-Files enables you to keep track of the assigned actions, per audit, department, workflow state or any other defined property.

Automated Invoice Processing

M-Files through its automated workflow management allows businesses to also automate their invoice processing. This helps you ensure consistency, efficiency as well as helping you reduce errors and reworks.  M-Files enables you to automate and track the review and approval of invoices as well as other financial business processes. Not only this but M-Files automatically monitors each step of the workflow process and sends a notification when there’s something that needs to be handled.

Integration

M-Files acts just like a normal drive location, so you can easily save to your vault from any program- slso with easy drag and drop. Users can open and save documents in the usual manner. Instead of being saved on a local hard drive or on the file server in the company’s network, documents are securely saved and protected in the central repository. High-performance functions such as document check-in and check-out as well as version history are provided to the user directly within Microsoft Word. M-Files allows you to preview all kinds of documents quickly. The preview pane shows most popular file types, like Word documents, Excel spreadsheets, PowerPoint presentations and PDFs.

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On the go

M-Files provides extensive mobility of its solution whilst retaining security as a primary focus. That means you can access your data, your documents and control your workflow tasks on the go. By allowing you to access the M-Files interface via your smartphone and tablet, users can login securely to access relevant information, documentation, as well as add annotations, and process workflow tasks. This also enhances user adoption of M-Files it provides a consistence interface across any platform, making it easier for users.

Annotations and Redlining

M-Files allows any internal user to add comments to a document without modifying the original file. See all annotations and comments at once, or view each bit of feedback individually. The feature is fully compatible with PDF files, Word documents, Excel spreadsheets, PowerPoint presentations and Visio drawings.

Smart integration

M-Files works well with other systems. With dedicated intergrations into many popular business systems (such as ERP & CRM) you can access your content in one place.

The M-Files ribbon that’s built in to Microsoft Office provides quick access to important functions within Microsoft Office programs. Easily open, save, check in or out and more by selecting the M-Files tab.

M-Files Smart Folders know exactly what documents are and who they are related to, so you don’t have to manually save emails and attachments to the M-Files vault.

The Intelligent Metadata Layer

The amount of data is exploding, and it’s often stored in a variety of different systems or scattered across shared drives, making it hard to find and control. Multiple different interfaces to learn slow down user adoption and decrease productivity. In short, today’s business information environment is chaotic, complicated and are a drain on IT resources to maintain. And the bigger the company, the worse it is.

Contract Lifecycle Management

M-Files helps manage and track contracts through their entire life cycle, and does it securely (audits, permissions, dynamic data security). Combining with full audit trails, it also recognises who is responsible for every task and sends notifications automatically to the relevant users.

Using a unique approach to store and organise contracts, M-Files helps reduce the

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Additional Information

Cloud

Yes

Company Size

500+

Extra pay add-on modules

Auto Import, Auto Index, Automatic OCR, File Retention, Merge Files, OCR Files, Workflow

Advanced Search

Yes

Annotations

Yes

Audit Log

Yes

Automatic Backup

Enterprise Only, Yes

E-signatures

Yes

Edit Files

Yes

Email Files

Yes

Free Trial

Available

Indexing Files and Folders

Yes

Integration Tools

Active Directory (Enterprise Only), Microsoft Office (Word, Excel, Outlook), Software Development Kit, Virtual PDF

Modular

Yes

Multi-User

Yes

Print Files

Yes

Quick Search

Yes

Scan Files

Yes

Support

Documentation, Email, Online- CS, Online-FAQ, Phone

Version Control

Enterprise Only, Yes

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