M-Files User Guide

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  • Introduction to M-Files
    • M-Files Terminology
  • System Overview
    • Deployment Options for M-Files Server
    • M-Files Web
    • Mobile Apps
    • M-Files and Virus Scanning
    • Accessing M-Files Vaults without VPN
    • HTTPS Connections to M-Files Server
  • Installation and Implementation of the Software
    • System Requirements
    • Installing the Software
    • Creating a Document Vault
      • New Document Vault
      • New Login Account
      • New 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
  • Exploring the Document Vault
    • Using M-Files Desktop
      • Task Area
      • Listing Area
      • Metadata Card
    • M-Files Shortcuts
    • Creating a Document
    • Saving in M-Files
    • Checking In a Document
    • Deleting a Document
    • Creating Other Objects
    • Transferring Existing Files to M-Files
    • 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
    • "View" Menu
    • "New" Menu
      • New Annotation
      • New Document
        • Class
        • Use Template
        • Single-File and Multi-File Documents
        • File Extension
        • Properties
        • Permissions
        • Pseudo-users
        • Effective Permissions
      • New Document Collection
      • New Object
      • New View
        • 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
      • New Traditional Folder
      • Add File
      • Import Files and Folders
      • Convert to Document
    • "Operations" Menu
      • Make Copy
      • Check Out
      • Check Out for Co-authoring
      • Check In
      • Undo Checkout
      • Properties
      • Offline Availability
      • History
      • Relationships
      • Collection Members
      • Subobjects
      • Comments
      • Workflow
      • Assignment
      • Scanning and Text Recognition (OCR)
      • Archiving
      • Undelete
      • Convert to Single-file Document
      • Convert to Multi-file Document
      • Replace with File
      • Create Shortcut or Send Copy
      • 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
      • Filter Settings
        • Status
        • Properties
        • Files
        • Permissions
      • Export Conditions
    • 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
      • Synchronization of Objects and Their Values Between Vaults
    • 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
        • Language Versions of the M-Files Software
      • Event Handlers
        • Available Event Handlers
    • Users
      • New User
      • Permissions
      • Import Users
    • User Groups
      • New User Group
      • Permissions
      • Import User Groups
    • Metadata Structure
      • Object Types
        • New Object Type
        • Advanced
        • Permissions
        • Connection to External Database
      • Value Lists
        • New Value List
        • Value List Contents (Individual Values)
          • Automatic Permissions
        • Advanced
        • Permissions
        • Connection to External Database
      • Property Definitions
        • New Property Definition
        • Automatic Values
          • Editing VBScript Code
        • Validation
        • Permissions
      • Classes
        • New Class
        • Permissions and Automatic Permissions
      • Class Groups
    • Workflows
      • Graphical Workflow Designer
      • New Workflow
      • Individual States
        • State-Transition Permissions
          • Electronic Signatures
        • Conditions
        • Actions
        • Automatic State Transition
    • Named Access Control Lists
      • New Named Access Control List
      • 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
      • Archive Old Versions
  • 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]
  • aliases [1]
  • Android [1]
  • archiving [1]
  • Assignment [1]
  • automatic permissions [1] [2]
  • automatic value [1]
  • backup [1]
  • Business Intelligence [1]
  • cache [1]
  • CFR [1]
  • change permissions [1]
  • classes [1]
  • client application [1] [2]
  • command prompt [1]
  • Common rule [1]
  • computer-specific settings [1] [2]
  • concurrent editing [1] [2]
  • conflict objects [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 card [1]
  • document collection [1]
  • document file [1]
  • document vault [1] [2] [3]
  • document vault connection [1]
  • domain [1]
  • E-mail integration settings [1]
  • edit permission [1]
  • effective permissions [1] [2]
  • electronic signature [1]
  • eSigning and Compliance [1]
  • Event handlers [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 of search results [1]
  • icons for value list items [1]
  • ID [1]
  • Import languages [1]
  • indexing the view [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 selections [1]
  • Languages and translations [1]
  • license type [1]
  • link path [1]
  • login account [1]
  • M-Files Admin [1]
  • M-Files authentication [1]
  • M-Files Desktop Settings [1]
  • M-Files flag in Outlook [1]
  • M-Files folders in Outlook [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-driven permissions [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]
  • notifications [1] [2]
  • number (integer) [1]
  • number (real) [1]
  • object history [1]
  • Object type [1]
  • OCR module [1]
  • OCR value source [1]
  • OLE DB connection string (from server) [1]
  • OneDrive [1]
  • operating system [1]
  • operations [1]
  • operator [1]
  • Outlook [1]
  • Outlook rules [1]
  • PDF [1]
  • permissions [1] [2]
  • placeholder [1]
  • pre-shared key [1]
  • properties [1]
  • property definition [1]
  • protocol [1]
  • pseudo-users [1]
  • quick search [1]
  • read permission [1]
  • replication [1] [2] [3] [4] [5] [6] [7] [8] [9]
  • report access identity [1]
  • report URL [1]
  • Reports [1]
  • restrictions to permissions [1]
  • scheduled [1] [2]
  • search functions [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]
  • site for M-Files Web definitions [1]
  • software language [1] [2]
  • space requirements [1]
  • subordination of search criteria [1]
  • Substitute users [1]
  • support [1]
  • system administrator [1]
  • system requirements [1]
  • temporary local files [1]
  • text recognition (OCR) [1]
  • tip [1] [2] [3]
  • toolbar [1]
  • transferring files to M-Files [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]
  • VPN [1]
  • wildcard [1]
  • Windows Phone [1]
  • workflow assignment [1]
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