Creating Other Objects

Besides documents, you can also create other objects like customers and projects. You can thus use M-Files to manage, for instance, your customer database by adding and editing customer objects in the document vault. Similar to documents, objects such as customers and projects have a metadata card, but they can exist without any files. They are also deleted and edited the same way as documents.

When you start creating a new object other than a document, the first thing you will see is the metadata card.



The metadata card for a new customer.

After you have entered the values for the mandatory fields (marked with an asterisk), the object can be saved by selecting Create. Selecting Cancel deletes the newly created object.

The Check in immediately option is selected by default to ensure that the new object is saved to the repository immediately after selecting Create. You can leave the object checked out to you if you plan to add additional metadata to it before saving the information to the vault.

Object types are defined using the M-Files Admin tool. For more information, refer to Object Types.