Saving in M-Files

When using M-Files, you no longer save documents in a single folder but on the M-Files drive, which can be found on your computer like a hard drive. You do not need to specify any other location than the document vault, as M-Files locates the document in the correct views on the basis of the metadata you define in the metadata card.

You can save the documents directly to M-Files from the applications that you use. The new save location is the document vault.



Saving a document to a document vault.

Tip: On the left side of the Save As dialog, there is a quick link to M-Files.