Dragging and Dropping Files to M-Files

To add content to the vault with drag and drop:

  1. In File Explorer, find the file that you want to save.
  2. Drag and drop the file to an empty space in the listing area in M-Files.
    Result:

    The New Document dialog opens.

    Note: In some views opened through the Browse relationships feature, M-Files can usually fill in all the mandatory properties, for example, based on the associated project. When this happens, the New Document dialog is not shown when you drag and drop files to the vault.
  3. Select a class for the file from the Class drop-down menu.
  4. Optional: Enter other optional property values.
    Click Add property to add more properties.
  5. Click Create.