M-Files Web

M-Files vaults are also accessible via a web browser. This means that you do not have to install M-Files Desktop on the computer if you are planning to use M-Files exclusively via M-Files Web.

You can access M-Files from any computer that has web browsing capabilities. Ask your system administrator for the address of M-Files Web in your organization. Or if you are looking for instructions on how to set up the M-Files Web connection in your organization, please refer to Enabling Web and Mobile Access.

Note: M-Files Web is, by default, installed and configured to run on the same computer with M-Files Server, providing access to the vaults on this server. If you need to set M-Files Web to use M-Files Server located on another computer, refer to the document How to Configure M-Files Web Access on a Separate Server Computer.

For additional security, M-Files can be configured to require a pre-shared key in addition to the user's username and password. This provides an additional level of security without requiring users to open a VPN connection for accessing M-Files. For more information, see Accessing M-Files Vaults without VPN. In case your organization is using federated identity management, see Deploying SAML v2.0 for M-Files Authentication.

Logging in to M-Files Web

To log in:

Navigate to the M-Files Web address provided by your system administrator or an M-Files consultant.
- Let's say the name of your vault is Sales Tracker. In this case, the connection address can be, for example, https://sales-tracker.cloudvault.m-files.com for cloud-based deployments, or http://sales-tracker.mydomain.com/ for on-premises vaults. Within your corporate network, the connection protocol might be HTTP instead of HTTPS.
Input your login credentials or select Log in with current Windows credentials.
If you have access to several vaults, select the vault you want to connect to.
- If you have access to only one vault, you will be connected automatically.

Using M-Files Web

M-Files Web enables you to use all the basic M-Files functions, including eSigning for workflow state transitions (see Electronic Signatures).

The user interface is also highly similar to that of M-Files Desktop. M-Files versions 10.2 and later also provide a similar metadata card and preview functionality as M-Files Desktop.

M-Files Web for M-Files 2015.

For more information on the user interface components, see Using M-Files Desktop.

Note: To gain more vertical space, it is also possible to show the search functions in the right pane as a dedicated search tab.