Functions in Microsoft Word, Microsoft Excel and Microsoft PowerPoint

You can open a document from the vault to read or edit it. If you have many vaults, use the Open from M-Files function to select the correct one. This function is also available in the File and Office menus.

Save is the easiest way to save a document to M-Files. When you save to M-Files directly, the metadata card opens for editing. For more information, see Creating Documents. If you use many vaults, select the correct vault in the Save submenu. This function is also available in the File and Office menus.

If the opened file is in M-Files, the Explore M-Files function shows it in M-Files. This makes it is easier to use other M-Files functions on the file.

The Check Out function converts a previously read-only document into an editable document.

The Check In function saves the edited document to the vault and closes it in Microsoft Word.

The Check In Changes function checks in your changes and immediately checks out the document to you. This lets other vault users see your changes but lets you continue to edit the document.

The Undo Checkout function closes the current document and cancels the checkout. If the Undo Checkout function is done on an edited document, all changes made after the document was checked out are lost.

With the standard Compare function, you can compare the content of the current document to a previous version of the same document. The Compare function opens the document version history where you can select a previous version with which to compare the current one.

If the Advanced Document Compare feature is used in your vault, document comparison operates differently. You can also compare the content to a different document. For more information, see Comparing Document Content with the Microsoft Word Ribbon.

See Add M-Files Property.

The Properties function opens the document's metadata card. See also Object Metadata.