Example: A New M-Files Document

Steps

Open M-Files Desktop and navigate to a vault.
By default, your active M-Files vault connections are located in Windows Explorer under the M-drive.
Select New > Document via the task pane on the left side of the user interface.
The New Document wizard should be opened.
Either:
1. Enter a search term to the search field and select a template based on the search results.
  or
2. Select a class from the Select class drop-down menu and then a template belonging to the selected class.
  or
3. Select a template via the Recently Used, All, or Blank quick lists.
Click Next.
A New Document dialog should be opened.
Enter a name for the document.
At minimum, enter values to the mandatory metadata fields (marked with an asterisk).
You may want to add additional metadata fields by clicking the Add property command below the last metadata property on the list.
Define permissions for your document.
For more infomation on setting document permissions, see Permissions.
Select a workfow and a workflow state for the document.
For more information about workflows, see Workflows.
Either:
1. Select Open for editing if you want to modify the content before making the document public.
  or
2. Select Check in immediately if you are planning on adding the content later on, or having someone else add it.
Select Create.

Results

Your newly created document has been added to the vault. If you chose Check in immediately in the ninth step, the document is also visible to others, according to your permission settings.