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 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.

Task Links to instructions
Opening M-Files clients and accessing vaults
Learning the basics of M-Files Desktop Using M-Files Desktop User Interface
Using metadata and the 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 M-Files Desktop Offline