Getting Started
CKB121 - Using Document Templates
Knowledge Base Article: Using Document Templates Document templates in M-Files allow you to create new documents based on predefined formats. Using templates ensures consistency and helps you select the correct metadata for your documents. Selecting ...
CKB120 - Using Views in M-Files
Knowledge Base Article: Using Views Views organise objects in the vault by metadata. This makes the correct information easy to find. Views can use, for example, object types (such as Customer or Project) and they can be further grouped by properties ...
CKB119 - Searching in M-Files
Knowledge Base Article: Searching M-Files offers powerful search capabilities that allow you to find any document or object in your vault quickly. You can use quick search for simple searches or advanced search filters for more specific criteria. ...
CKB118 - Editing Content in M-Files
Knowledge Base Article: Editing Content This section describes how documents are edited in M-Files. Documents are first checked out for editing or co-authoring. After edits are done, documents are checked back in to the vault. This section also ...
CKB117 - Adding Content to the Vault
Knowledge Base Article: CKB117 - Adding Content to Vault This section describes how to add content to your M-Files vault using the classic M-Files Desktop. Note: When you save files to your M-Files drive, the information is not usually stored on your ...
CKB109 - M-Files Terminology
Knowledge Base Article: CKB109 - M-Files Terminology Table of Daily M-Files Terminology Term Definition Client A client is the regular M-Files user's computer or mobile device and the software installed on it. The regular user performs operations ...
CKB116 - Object Metadata and the Metadata Card
Knowledge Base Article: Object Metadata and Metadata Card Object Metadata Metadata is information that describes an object in M-Files. Every object in M-Files has metadata — properties that describe what the object is, who created it, and other ...
CKB115 - Using the Classic M-Files Desktop
Knowledge Base Article: Using the Classic M-Files Desktop This section describes the user interface for the classic M-Files Desktop and its main components. Top Area The top area of the M-Files Desktop contains the following elements: M-Files logo — ...
CKB114 - Accessing M-Files Mobile
Knowledge Base Article: Accessing M-Files Mobile M-Files Mobile allows you to access your M-Files vaults from your iOS or Android device. Logging In to M-Files Mobile To log in to M-Files Mobile: Contact your vault administrator or an M-Files ...
CKB113 - Accessing M-Files Web
Knowledge Base Article: Accessing M-Files Web M-Files Web is a browser-based M-Files client that lets you use the basic M-Files functions. There are two versions available: the classic M-Files Web and the new M-Files Web. The user interfaces for the ...
CKB112 - Accessing M-Files Desktop
Knowledge Base Article: Accessing M-Files Desktop When M-Files Desktop is installed and your vault connections are set up, you see all the vault connections on your M-Files drive in File Explorer. Opening M-Files Desktop To use M-Files, use one of ...
CKB111 - Using M-Files Desktop Offline
Knowledge Base Article: Using the Classic M-Files Desktop Offline M-Files allows you to work with vault content even when you do not have a network connection. You can mark objects, views, and virtual folders for offline availability, and M-Files ...
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 ...