M-Files

M-FILES is a Document Management System with Automated Workflows.

M-FILES

Document Management System with Automated Workflows.

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Innovate the way employees automate processes — from document creation and management to workflow automation, external collaboration, organization-wide search, security, regulatory compliance, and flow control. Unlock the value of information through automation and AI.

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With M-Files, you no longer waste time searching for lost documents or manually trying to keep track of different versions. Working with documents becomes fast, effortless, convenient, and secure.

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Creating documents with M-Files is incredibly easy. Simply use the tools you already know — Microsoft Office, Google Workspace — and M-Files takes care of the rest. You can even generate tables by pulling content directly from your business systems — like CRM or ERP — to pre-fill documents with consistent data right from the start.

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Organize documents so they can be easily found and used in a standard business context
In a typical folder-based setup, users often wonder where exactly to save a document — in a client folder, a project folder, or an issues folder. They also need to figure out how to name the document so they can find it later. This process works differently — with metadata.
Metadata helps tag information based on its content, making it easier to locate specific information through simple searches and to create connections between different documents, offering a complete understanding of a given topic. M-Files transforms document management with a powerful platform designed for efficiency and productivity.
You can easily create documents using familiar tools like Microsoft Office and Google Workspace. Templates are automatically populated with data from your CRM or ERP systems. Forget traditional folders. M-Files organizes your documents using intuitive metadata tags, making retrieval effortless.

Improve the efficiency and accuracy of your processes.

Automate document-centric workflows during creation and approval.

Process automation frees up time currently spent searching for or creating documents.
M-Files systems can automatically ensure that your company’s procedures are followed.
Draft deliverables can be instantly routed to the right stakeholders for review and approval.
Staff can rest easy knowing the system delivers the right information with absolute accuracy when it's needed.
Critical information from any stage of a project is always immediately accessible.
Automate tagging and data discovery, and add workflows for hands-free document management.

Automate document access rules

Securely share with external parties, and create a complete audit trail.

Ensure that all offices, staff, and projects comply with established practices and policies designed for operational efficiency and risk mitigation.
Client-specific policies, regulatory requirements, or legal mandates regarding data retention or destruction can be automated at the file system, user, or user group level.
Role-based permissions provide instant access to the right people, while others remain unaware the information even exists.

The M-Files platform

Empowers customers to take control of their business

With M-Files, information management becomes seamless regardless of dependencies, systems, applications, databases, or external collaborators.
Information managers can finally access all relevant data, including inactive records. With our platform, storing, searching, and sharing information becomes a natural part of everyday work for all participants.
Information stakeholders can operate in new environments, meaning they can reshape their daily routines with new searches, views, workflows, or follow workflows created by others.
With our platform, the number of leverage points is limitless. If your business can model it, you can create workflows and automate your processes.