CKB110 - Getting Started with M-Files
Knowledge Base Article: Getting Started with M-Files
The table below contains links to help you get started with the use of M-Files. Many of the linked sections focus on the use of the classic M-Files Desktop, but many of the concepts and procedures are usable in all M-Files clients. There is a separate user guide for M-Files Web.
Quick Start Task Reference
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Task |
Links to Instructions |
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Opening M-Files clients and accessing vaults |
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Learning the basics of the classic M-Files Desktop |
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Using metadata and the metadata card |
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Adding content to M-Files |
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Editing content in M-Files |
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Finding content with searches |
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Finding content with views |
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Using document templates |
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Working offline |
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