Creating Documents

You can create documents normally and save them directly to the M-Files drive. You can also create other types of objects, such as customers or assignments. See Creating Non-Document Objects and Creating and Completing Assignments for more information.

To start the creation of a document click Create () and select Document. The new document dialog helps you to select the correct template and class for the document. You can also use search to find a template, or select a class to show only the templates available for that class.

Select All to show all available templates and file formats. Recently Used shows all the templates you have recently accessed. Blank shows all file formats available for a document.

Click Next to open the metadata card for the new document. Properties marked with an asterisk (*) are mandatory.

Tip: You can use keyboard shortcuts when you edit object metadata. For more information, see Shortcuts for the metadata card.
Tip: Use permissions to specify who can view, open, or edit the document.

When you are ready with the metadata, select whether you want the document to be opened for editing (Open for editing) or available to others immediately (Check in immediately). Finally, click Create to save your changes.

When you create a document in another application, you enter the metadata when you save the document to the vault on the M-Files drive.

Converting a temporary local file to a document

The Convert to Document operation is available for files that are imported to M-Files with an unusual procedure, for example with command prompt. M-Files shows these temporary local files with a gray icon. To convert a temporary local file to an M-Files document, right-click the file and click Convert to Document.