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Document management

Find and access the right document and other content instantly

Improve the speed and transparency of your processes

Story: Shah Smith & Associates

Avoid content chaos with enhanced content control and security

M-Files is the only intelligent information management platform that organizes content based on what it is, not where it's stored. You can even connect to existing network folders and systems to make them more intelligent with built-in AI to automatically categorize and protect information.

Stop Wasting Time Searching

Most organizations use 4 or more repositories to store and manage content in complex folder hierarchies. As a result, 46% of office workers say it's challenging and time-consuming to find the documents they need.

M-Files manages content by "what" it is. That way, users never need to remember "where" something was stored. Even if that content is stored in a 3rd party system, like SharePoint, Dropbox, network file shares or other ECM systems!

A simple keyword search is enough to find the right content instantly and without having to browse numerous folders and locations. Just knowing what it is you are working on is all that is needed!

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Increase the Speed of Your Business

65% of businesses experience challenges with reviewing and approving documents. Often, review and approval processes are manual and slow down operations, from accounts payable to HR and customer support.

M-Files equips your business with electronic workflow and e-signing, even from mobile devices, allowing your staff to process tasks faster and without the hassle of having to rely on paper.

Going digital will improve insight as you will always know where and with who something is, get clarity on bottlenecks and benefit from a full audit trail for traceability and compliance purposes.

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Keep It Organized and Secure

On average, a document gets copied 19 times during its lifecycle. That makes it hard to find and maintain the latest version. 68% of office workers confirm this is impacting their work negatively.

In M-Files there is only 1 version of every document and it's always up to date, while M-Files maintains a full history of the changes that were made, with the ability to roll-back at any time.

M-Files also allows your staff to share content with colleagues and business partners in a simple and secure manner without having to rely on 3rd party consumer systems like Dropbox. Additionally, advanced co-authoring eliminates the hassle involved with merging multiple document versions.

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Businesses Everywhere Work Better with M-Files

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Schedule a Demo!

Contact us for an obligation-free consultation and find out more about M-Files.

Seeing M-Files in action, and having an expert demonstrate how it adapts to and serves the unique requirements of your team and business, is the fastest way to finding out whether M-Files deserves more of your time.

Contact us today. We promise you will not be disappointed.

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Teams Integration

Use our Information Management Software to keep all your documents in one place. Use M-Files SharePoint integration to search for M-Files documents right out of M-Files. You can also search for your SharePoint documents inside of M-Files UI without migration.

Outlook Integration

Use our Information Management Software to keep your outlook organized. You can store documents directly from Outlook. You can search M-Files for documents inside of outlook. You can create hot folders to start workflows directly from Outlook in M-Files.

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Skyhawk transforms from a paper-based system to electronic document management with solutions and products backed by Function4

The Challenges Limited by Paper and Manual Processes

As a ichemical broker, being able to findidocuments for regulatory compliance is critical; every ipiece of paper must be accounted for. However, due to both cost and the complex nature of each isales order, streamlining Skyhawk’s paper-based world into a document management system seemed out of reach to their team.

As the company started growing its product line, staying on top of the iidetailed documentation of its chemical orders increasingly became a challenge. For over 30 years, Skyhawk relied on paper filing methods; but computer-generated documents associated with sales orders were growing in numbers and contributing to silos of information throughout the company. Often, employees had to look in multiple places, for great lengths of time, just to get a complete picture of an order.

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Cloud-Based Document Storage Solution For Airteam Heating & Cooling

The sheer logistics of AIRTEAM’s business model presented their largest challenge. Because their service technicians spent the vast majority of their time working remotely at client sites, their administrative staff was bogged down with large amounts of information. Hand-delivered documents meant delays of hours, or even days, depending on when the technician could return to the office. Their office staff needed a document management system where they could securely and reliably transmit and receive documents to and from the field without duplication or complex routing paths. In addition, their two office MFDs were outdated and lacked the complementary software to support a new system, if and when they developed one.

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Sharepoint Integration

Use our Information Management Software to keep all your documents in one place. Use M-Files SharePoint integration to search for M-Files documents right out of M-Files. You can also search for your SharePoint documents inside of M-Files UI without migration.

M-Files & Microsoft: Better Together

Make Microsoft 365 the Single Point of Access for All Your Information

Boost Digitalization with AI-Driven Automated Processes

Story: Advanced Diagnostics

Minimize Risks and Simplify Information Governance

Microsoft 365 is a great tool aiming at empowering employees and optimizing their work. But why are organizations still struggling with leveraging the full potential of the Microsoft Suite?

M-Files increases the return on your investment in the Microsoft 365 Suite by increasing productivity across the organization, improving the user and customer experience, and enhancing compliance and security.

Microsoft Teams can be more than a collaboration tool

As a user of Microsoft Teams, you know the value it brings to everyday communication and collaboration with colleagues and customers. Despite those great features, you might find yourself baffled at times when you're trying to search for a document and you don’t know in which system it's stored, or when you're wondering if you found the latest version of the document, or when you want to ensure that only relevant people have access to it.

M-Files not only allows you to access, find, and edit all your content in one single view, but it also displays the content in the right context. When saving, for example, a project contract in M-Files, you add a few relevant metadata tags which then allow you to view the file both in your customer-specific and project-specific Teams channel. The metadata also automatically determines permissions for each object guaranteeing strong security at all times.

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SharePoint Online meets world-class information management

If you're using SharePoint Online as your main content and collaboration hub, you might have come across a few hurdles. Users are unsure about what's the best way for them to manage and share information in SharePoint and have a tendency to still use file shares and network folders.

M-Files breaks down silos by connecting all your SharePoint sites, network folders, business systems, and other repositories, making Microsoft 365 your single point of access for all your business information. No data migration is needed and employees can continue to work in the tools familiar to them while fully focusing on tasks that matter the most.

However, accessing and editing documents should not be enough. M-Files enables the automation of business processes with built-in artificial intelligence and workflows designed for your business. This way you never miss important steps or deadlines and processes are easily managed in compliance with established regulations and company policies.

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Outlook made intelligent, no more email chaos

If you work in an industry where Outlook is pretty much your home, such as in law or professional services, you want to be able to manage not only your email correspondence but also other files and information right within the same interface. Jumping between applications is distracting and time-consuming.

With M-Files, Outlook can be your window to all information relevant to you. You can automatically save high volumes of emails and documents to M-Files and trust that relevant metadata is tagged to them and that only the right people have access. When searching for information you have a 360° view of all your content directly within Outlook, in views that make sense to you, and you can further manage the content e.g. by editing documents or assigning them to a suitable workflow.

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M-Files works well with Microsoft

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Advanced Diagnostics Health

Bringing content from Microsoft Dynamics, SharePoint, and other content repositories together into one view makes productivity skyrocket.

With all of AD Health’s customers and invoicing information in one place, it allowed them to take advantage of an electronic forms system. They were able to create many of their insurance forms using that information and an electronic forms application. These enhancements created additional ways to automate a process and allow continued growth of Advanced Diagnostics Health.

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Schedule a Demo!

See the M-Files and Microsoft duo in action.

Seeing how everything works in practice, and having an expert demonstrate how the platform adapts to and serves the unique requirements of your team and business, is the fastest way to find out if M-Files can add value to you and your organization.

Contact us today and see what happens when world-class collaboration meets world-class information management.

Schedule Demo

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