You must enable javascript in order to view this page or you can go
here
to view the webhelp.
M-Files 2015.1
User Guide
Change language/version
Content
Search Results
Index
Loading, please wait...
Introduction to M-Files
M-Files Terminology
System Overview
Deployment Options for M-Files Server
M-Files Web
Logging in to M-Files Web
M-Files Web User Interface
Mobile Apps
Enabling the use of mobile apps for on-premises vaults
Logging in to M-Files Mobile
Adding vault connections with links
M-Files and Virus Scanning
Accessing M-Files Vaults without VPN
HTTPS Connections to M-Files Server
M-Files and Federated Authentication
Language Versions of the M-Files Software
Installation and Implementation of the Software
System Requirements
Installing the Software
Creating a Document Vault and a User
New Document Vault
Creating a Document Vault
New Login Account
Creating a Login Account
New User
Creating a User
M-Files Desktop Settings
Adding a Document Vault Connection
User-specific Settings
Computer-specific Drive and Cache Settings
Other Computer-specific Settings
Export Vault Connections and Settings
Installing M-Files Upgrades
Upgrade Instructions for Organizations Using Windows XP
Exploring the Document Vault
Using M-Files Desktop
Task Area
Listing Area
Metadata Card
Efficient Use of the Metadata Card
M-Files Shortcuts
Creating a Document
Example: A New M-Files Document
Saving in M-Files
Example: Saving a PowerPoint Presentation to M-Files
Example: Saving a PowerPoint Presentation to M-Files by Using the M-Files Tab
Checking In a Document
Deleting a Document
Creating and Completing Assignments
Creating a New Assignment for an Existing Document
Creating a New Assignment for a New Document
Completing an Assignment
Completing an Approval Assignment
Creating Other Objects
Example: Creating a New Customer
Transferring Existing Files to M-Files
Transferring Files to M-Files by Dragging and Dropping
Transferring Files to M-Files by Copying and Pasting
Transferring Folders to M-Files by Using the Import Files and Folders Dialog
Annotations and Redlining
Using Annotations
Version History
Using Views
Finding Documents and Other Objects
Show Status
Office and AutoCAD Functions
Basic Functions in M-Files Desktop
"View" Menu
"New" Menu
New Annotation
New Document
Class
Use Template
Single-File and Multi-File Documents
File Extension
Properties
Permissions
Effective Permissions
Pseudo-users
New Document Collection
New Object
New View
Example: Creating a New View for French Customers
Define Filter
Grouping Levels
Grouping Level Advanced Options
Group By and Add Grouping Level
View Advanced Settings
Permissions
Creating a View in a Folder
Customizing a Folder as a View
New Offline Filter
Example: Creating an Offline Filter for a Project
New Traditional Folder
Add File
Import Files and Folders
Transferring Folders to M-Files by Using the Import Files and Folders Dialog
Convert to Document
"Operations" Menu
Make Copy
Check Out
Check Out for Co-authoring
Editing an Office Document in the Co-Authoring Mode
Participating in Co-Authoring
Check In
Undo Checkout
Properties
Offline Availability
History
Relationships
Adding a Relationship Between Two Objects
Relationships Between Objects in Separate Vaults
Collection Members
Subobjects
Comments
Workflow
Scanning and Text Recognition (OCR)
Adding Documents from the Scanner
Adding Documents from the Scanner to a Multi-File Document
Replacing a Document with a Document from the Scanner
Text Recognition (OCR) and Searchable PDFs
Importing and Converting an Image File to a Searchable PDF
Converting an Existing Image File in M-Files to a Searchable PDF
Archiving
Undelete
Convert to Single-file Document
Convert to Multi-file Document
Replace with File
Get Hyperlink
Creating Shortcuts
Sending Shortcuts
Copying Hyperlinks
Sharing, E-mail and PDF
Go Offline
Go Online
Log Out
"Settings" Menu
M-Files Admin
Notification Settings (M-Files Desktop)
Refresh External Objects
Substitute Users
Applications (M-Files Desktop)
Change Language
Clear Local Cache
Export Results of Views or Searches
Search Functions
Quick Search
Advanced Search
Additional Conditions
Example: Searching for a Particular Word Form
Export Conditions
Filter Settings
Status
Example: Searching Only for Deleted Projects
Properties (Additional Conditions)
Example: Searching for Ongoing Projects for American Customers
Files
Example: Searching for PNG Images
Permissions
Example: Searching for Objects That Are Visible to the HR Department
Search Results Groupings
M-Files Functions in Microsoft Office and AutoCAD
Functions in Word, Excel and PowerPoint
M-Files Properties
Insert M-Files Property
Functions in Outlook
Storage Formats
Utilizing Outlook Rules
Saving messages in M-Files Folders
Automatically Populated Metadata
Associating Messages with Contacts
The M-Files Flag
Functions in AutoCAD and AutoCAD LT
M-Files Admin
New Server Connection
M-Files Server
Disconnect, Connect
License Management
License types
Notification Settings (M-Files Admin)
Enabling Web and Mobile Access
M-Files Web Publication Settings
Document-specific Publishing via a Web Link
Back Up and Restore Master Database
Document Vault Overview
New Document Vault
Document Vault Advanced Properties
Using Firebird as the Database Engine
Using Microsoft SQL as the Database Engine
Attach Document Vault
Restore Document Vault
Interaction Among Several Vaults
Associating the Metadata Definitions
Purpose of the Vault vs. Metadata Associations
Associating Metadata
Aliases for Associating Metadata Between Vaults
Assigning Aliases for Metadata Definitions
Login Accounts
Related Objects in Separate Vaults
Synchronization of Objects and Their Values Between Vaults
Synchronizing Objects
Synchronizing Metadata Values
Cached Replica Vaults
Login Accounts
New Login Account
Import Login Accounts
Show Logged-in Users
Applications (M-Files Admin)
Scheduled Jobs
New Scheduled Job
Scheduled Backup Jobs
Electronic Signing and Compliance
Document Vault Administration
Document Vault Action Menu
Creating and Attaching a Document Vault
Log Out, Log In
Vault Operations
Back Up
Copy Document Vault
Migrate to Microsoft SQL Server
Detach
Destroy
Upgrade
Take Offline, Bring Online
Vault Maintenance
Languages and Translations
Implementing a Multilingual Metadata Structure
Adding and Exporting Languages
Translating in Excel
Importing Translations to M-Files
Selecting the Software and Vault Language
Event Handlers
Available Event Handlers
Users
New User
Permissions
Adjusting Permissions
Import Users
User Groups
New User Group
Permissions
Adjusting Permissions
Import User Groups
Metadata Structure
Object Types
New Object Type
Advanced
Permissions
Adjusting Permissions
Connection to External Database
Value Lists
New Value List
Creating a New Value List
Converting a Value List to an Object Type
Value List Contents (Individual Values)
Automatic Permissions
Advanced
Permissions
Adjusting Permissions
Connection to External Database
Property Definitions
New Property Definition
Automatic Values
Editing VBScript Code
Validation
Built-in Property Definitions
Permissions
Adjusting Permissions
Classes
New Class
Assigment Class
Permissions and Automatic Permissions
Adjusting Permissions
Class Groups
Workflows
Graphical Workflow Designer
New Workflow
Creating a New Workflow
Workflow States
Adding States to a Workflow
Conditions
Actions
Set permissions, Delete, and Mark for archiving
Send notification and Set properties
Convert to PDF format
Run script
Assign to user
Create separate assignments
Creating a Workflow State with a Separate Assignment
Workflow State Transitions
Adding State Transitions to a Workflow
Parallel State Transitions
Example: Creating a Workflow with a Parallel State Transition
Permissions
Electronic Signature
Metadata Definitions for an Electronic Signature Object
Inserting the Signature Property to Office Documents
Trigger
Named Access Control Lists
New Named Access Control List
Modifying Named Access Control Lists
Permissions
Adjusting Permissions
Connections to External Sources
External File Sources
Metadata
Use an OCR Value Source
Searchable PDF
Scanner Sources
Mail Sources
Event Log
Reporting and Data Export
Metadata Export and Data Set Settings
Report Access Identity
Creation of Reports and the Required Software
Reports and Their Properties in M-Files Desktop
Content Replication and Archiving
Export Content
Export Package Location
Export Objects and Files
Export Structure
Import Content
Import Package Location
Import Objects and Files
Import Structure
Permissions
Import Summary Report
Scheduled Export and Import
Defining a Scheduled Export
Defining a Scheduled Import
Archive Old Versions
Metadata Card Configuration
VBScript Variables Explained
Contacting Support
Frequently Asked Questions
What are the hardware requirements and recommendations?
How often should I make backups?
What's new in this M-Files version?
How do the automatic updates work?
Why can't I access the document vault?
Why can't I edit a document that has been checked out?
How can I find the documents I have created myself?
How can I create a document that is only visible to me?
How can I add a new property to a class?
Why did a file with a grayed-out icon appear on the M-Files drive when I saved a new document in Word?
How can I add a new item to a value list?
How can I create a new view in which the objects are displayed by customer?
How can I add a new user to the document vault?
Why can't I find the Checked Out to Me view?
Can I use M-Files programmatically?
How do I change the name of a client computer without interfering with M-Files functionality?
Where can I find more information when I need it?
access control list
[1]
[2]
additional information
[1]
administrative permissions
[1]
advanced search
[1]
alias
[1]
aliases
[1]
[2]
Android
[1]
archiving
[1]
assignment
[1]
AutoCAD
[1]
automatic permissions
[1]
[2]
automatic value
[1]
backup
[1]
boolean
[1]
business Intelligence
[1]
cache
[1]
CFR
[1]
change permissions
[1]
Check in
[1]
Checked Out to Me
[1]
classes
[1]
client application
[1]
[2]
command prompt
[1]
common rule
[1]
computer-specific settings
[1]
[2]
concurrent editing
[1]
[2]
conflict object
[1]
connections to external locations
[1]
data set
[1]
data type
[1]
date
[1]
deleted documents
[1]
demo vault
[1]
differential backup
[1]
digest message
[1]
document collection
[1]
document file
[1]
document vault
[1]
[2]
[3]
document vault connection
[1]
domain
[1]
edit permission
[1]
effective permission
[1]
electronic signature
[1]
Electronic Signatures module
[1]
email integration
[1]
event handler
[1]
Export languages
[1]
external value list
[1]
FDA 21 CFR Part 11
[1]
[2]
file extension
[1]
filter settings
[1]
Firebird
[1]
full backup
[1]
grouping level
[1]
grouping search results
[1]
icons for value list items
[1]
ID
[1]
import languages
[1]
indexing views
[1]
indirect search
[1]
indirect view
[1]
individual ID
[1]
inherited property definitions
[1]
INSERT INTO statement
[1]
interactions between vaults
[1]
iOS
[1]
IP address
[1]
[2]
language
[1]
language selections
[1]
license type
[1]
link path
[1]
listing
[1]
listing area
[1]
login account
[1]
M-Files Admin
[1]
M-Files authentication
[1]
M-Files Desktop Settings
[1]
M-Files flag
[1]
M-Files menu
[1]
M-Files reporting services
[1]
M-Files Server
[1]
M-Files URL
[1]
M-Files Web
[1]
master database
[1]
metadata
[1]
[2]
[3]
metadata card
[1]
metadata card shortcuts
[1]
metadata definition
[1]
metadata-driven permissions
[1]
Microsoft Office
[1]
Microsoft Outlook
[1]
Microsoft SQL Server
[1]
mobile app
[1]
multi-file document
[1]
multi-language metadata structure
[1]
network name
[1]
[2]
new file
[1]
new version
[1]
notification
[1]
[2]
number (integer)
[1]
number (real)
[1]
object history
[1]
object type
[1]
OCR
[1]
OCR module
[1]
OCR value source
[1]
OLE DB connection string
[1]
OneDrive
[1]
operating system
[1]
operation
[1]
operator
[1]
[2]
operators
[1]
Outlook
[1]
Outlook folder
[1]
Outlook rule
[1]
paginated listing
[1]
pagination
[1]
PDF
[1]
permission restriction
[1]
permissions
[1]
[2]
placeholder
[1]
pre-shared key
[1]
property
[1]
property definition
[1]
protocol
[1]
pseudo-user
[1]
publication settings
[1]
quick search
[1]
[2]
read permission
[1]
replication
[1]
[2]
[3]
[4]
[5]
[6]
[7]
[8]
[9]
report access identity
[1]
report URL
[1]
reports
[1]
scheduled
[1]
[2]
search function
[1]
search string
[1]
searchable PDF
[1]
SELECT statement
[1]
send by E-mail
[1]
server application
[1]
[2]
server role
[1]
single document vault
[1]
software language
[1]
[2]
space requirements
[1]
subordination of search criteria
[1]
substitute user
[1]
support
[1]
system administrator
[1]
system requirements
[1]
temporary local files
[1]
text recognition
[1]
toolbar
[1]
transferring files to M-Files
[1]
translation
[1]
upgrade
[1]
user from metadata
[1]
user group
[1]
user-specific settings
[1]
value list contents
[1]
vault access
[1]
vault language
[1]
[2]
version history
[1]
view hierarchy
[1]
virtual folder
[1]
VPN
[1]
web publication
[1]
wildcard
[1]
[2]
wildcards
[1]
Windows Phone
[1]
workflow
[1]
workflow assignment
[1]
Your browser does not support iframes.