Getting Started with M-Files

If you are a new M-Files user, we recommend that you start with the content in M-Files Help Center and then come back to the user guide.

The table given here contains links to help you get started with the use of M-Files. Many of the linked sections put focus on the use of the classic M-Files Desktop, but many of the concepts and procedures are usable in all M-Files clients. There is a separate user guide for M-Files Web and the new M-Files Desktop.

Task	Links to instructions
Opening M-Files clients and accessing vaults	Accessing M-Files Desktop Accessing M-Files Web Accessing M-Files Mobile
Learning the basics of the classic M-Files Desktop	Using the Classic M-Files Desktop
Using metadata and the metadata card	Object Metadata Metadata Card
Adding content to M-Files	Adding Content to Vault
Editing content in M-Files	Editing Content
Finding content with searches	Searching
Finding content with views	Using Views
Using document templates	Using Document Templates
Working offline	Using the Classic M-Files Desktop Offline