Index Terms - M-Files User Guide

- [1][2][3][4][5][6][7][8]
  - settings[1]
A
- access[1]
- access control list[1]
- additional conditions
  - permissions[1]
- add to favorites[1]
- add vault[1]
- administrative rights[1]
- Advanced Document Compare[1]
- advanced vault settings[1][2]
- AI assistant[1]
- alias[1][2]
- Android[1]
- annotations[1]
  - enabling[1]
  - using[1]
- application
  - configuration[1]
  - connector[1]
  - disable[1]
  - enable[1]
  - export[1]
  - install[1]
  - intelligence service[1]
  - license[1]
  - type
    - client application[1][2]
    - server application[1][2]
  - uninstall[1]
- application account[1]
- archiving[1][2]
- assignment[1]
- authenticating to
  - [1]
- authentication[1]
- AutoCAD
  - M-Files functions[1]
- automatic updates[1][2]
  - registry settings[1][2]
  - settings[1][2]
- automatic value[1][2]
  - VBScript[1]
- automatic values[1]
- automation[1]
B
- background tasks[1]
- backup[1][2]
  - differential[1]
  - full[1]
  - secondary data[1]
- back up a proxy[1]
- back up a search index[1][2][3]
- back up a vault[1]
- blacklist[1]
- bring online[1][2]
- browser requirements[1]
- business Intelligence[1]
C
- cache[1]
- categorizing pinned items[1]
- CFR[1]
- check in
  - check in with comments[1]
- check out[1][2]
- class[1][2]
  - class group[1]
  - create[1]
- classic[1]
- clear archiving marker[1]
- clear local cache[1]
- cloud authentication
  - configuration[1]
- co-authoring[1][2]
- collection members[1]
- comments[1]
- common rule[1]
- compare document content[1]
- computer-specific settings[1][2]
- concatenated[1][2][3][4]
- concatenation[1][2][3][4]
- concurrent editing[1]
- configuration[1]
  - add[1]
  - modify[1]
- configurations
  - advanced vault settings[1][2]
  - custom vault data[1]
  - export[1]
  - import[1]
- connection status[1]
- connections to external locations[1]
- contact[1]
- convert to[1][2]
- convert to multi-file document[1]
- convert to single-file document[1]
- copy a document vault[1]
- copy link[1]
- copy links[1]
- create[1]
  - create of existing object[1]
  - document[1]
  - object[1]
- Created
  - timestamp[1]
- create login account[1]
- customer support[1]
- custom vault data[1]
D
- database engine
  - [1][2]
    - file data location[1]
  - Firebird[1][2][3]
- database insert speed[1]
- data set[1]
- data type[1]
- default search filters[1]
- default vault language[1]
- delete a vault[1]
- DELETE statement[1][2][3][4]
- destroy[1]
- destroy a vault[1]
- detach[1]
- digest message[1]
- disable[1]
- disk space[1]
- document
  - collection[1]
  - deleted document[1]
- document collection[1]
- document comparison[1]
- domain[1]
E
- electronic signature[1][2]
- email integration[1]
- enable
  - MSAL[1]
- enable search engine
  - enable[1][2]
- event handler[1][2]
  - execution order[1]
- Excel
  - insert property[1]
  - M-Files functions[1]
- export
  - export results of views or searches[1]
- Export languages[1]
- external object
  - refresh[1]
- external repository[1]
  - log in[1]
  - log out[1]
- external source[1]
  - delete[1]
- external sources
  - e-mail source[1][2]
  - linked document[1]
  - metadata[1]
F
- faceted search[1]
- facet search[1]
- favorites[1]
- FDA 21 CFR Part 11[1][2]
- file data location[1]
- filters tab[1]
G
- getting started[1]
- go offline[1]
- go online[1]
- ground link[1][2][3][4][5][6][7][8][9][10][11][12][13]
- grouping level[1]
  - reference direction[1]
- grouping pinned items[1]
H
- hardware[1]
- hit highlighting[1]
- home screen[1]
- hotkeys[1]
- how do I log in to a vault?[1]
- how do I log out of a vault?[1]
I
- ID[1]
  - display ID[1]
  - external ID[1]
  - internal ID[1]
  - original ID[1]
- IMAP[1]
  - folder[1]
- IML[1]
- import languages[1]
- import login account[1]
- indexing[1]
- indexing views[1]
- indirect view[1]
- individual ID[1]
- inherited property definitions[1]
- INSERT INTO statement[1][2][3][4]
- installation[1]
- instructions[1]
- intelligence service
  - metadata suggestions[1]
- Intelligent Metadata Layer
  - architecture[1]
  - connector[1][2]
    - add[1]
    - authentication[1]
    - configuration[1][2]
  - external repository[1]
    - authentication[1]
  - external repository user[1]
  - external repository user group[1]
  - intelligence service[1][2]
    - add[1]
    - configuration[1][2]
  - promote[1]
- interactions between vaults[1]
- iOS[1]
- IP address[1][2]
K
- keyboard shortcuts[1]
- knowledge base[1]
L
- language[1]
  - select[1]
  - software[1][2]
  - vault[1][2]
- license
  - management[1]
- license type[1]
- link path[1]
- listing[1]
- listing area[1][2]
- logging in[1]
- logging in to a vault[1]
- logging out[1]
- logging out of a vault[1]
- log in[1]
- login account[1][2][3][4][5]
  - change login account[1]
- log in automatically[1]
- log out[1]
M
- make[1]
- make copy
  - make copy of existing object[1]
- mark for archiving[1]
- master database[1]
  - back up[1]
  - restore[1]
- measuring vault performance[1]
- menu
  - view[1]
- metadata[1][2][3]
  - external source[1]
  - structure[1]
  - suggestions[1][2]
- metadata card[1]
  - configuration[1][2]
  - option ribbon[1]
  - preview[1]
- metadata definition[1]
- M-Files[1]
- M-Files Admin[1][2]
- M-Files flag[1]
- M-Files Server[1]
  - deployment options[1]
  - named value settings[1]
  - registry settings[1]
- M-Files Web[1]
  - appearance[1]
- Microsoft Office[1]
- migrate a proxy database[1]
- mobile app[1]
- module[1]
- multi-file document[1]
  - MFD[1]
- multi-language metadata structure[1]
N
- NACL
  - create[1]
- named access control list[1]
  - create[1]
- named value storage[1]
- network name[1][2]
- notification[1][2]
  - personalization[1][2]
O
- object
  - conflict[1]
  - create[1][2]
  - deleted object[1]
  - history[1]
  - managed[1]
  - pinning[1]
  - type[1]
  - unmanaged
    - promote[1]
- object type
  - external[1][2][3][4][5]
  - refresh[1][2]
- OCR[1][2]
- OCR module[1]
- OCR value source[1]
- ODBC[1][2][3][4]
- office for the web editor[1]
- office online[1]
- offline[1][2][3]
  - mark for offline availability[1]
  - remove offline availability[1]
- OLE DB connection string[1][2][3][4]
- online[1][2]
- operating system[1]
- operating system requirements[1]
- operator[1]
- Outlook[1][2]
  - folder[1]
  - rule[1]
  - Send and Save to M-Files[1]
P
- paginated listing[1]
- pagination[1]
- passcode-protected visitor link[1][2]
- password
  - change password[1]
- PDF[1][2][3]
  - conversion[1]
    - locale[1]
    - settings[1]
- performance[1]
  - configuration options[1]
- permissions[1][2]
  - automatic[1][2]
  - effective[1]
  - metadata-driven permissions[1]
  - restriction[1]
- pinned[1][2]
- pinned group[1]
- pinning items[1]
- placeholder[1]
- POP3[1]
- PowerPoint
  - insert property[1]
  - M-Files functions[1]
- property[1]
  - edit multiple[1]
  - toolbar[1]
- property definition
  - create[1]
  - data type
    - date[1]
    - number (integer)[1]
    - number (real)[1]
- protocol[1]
- proxy
  - backup[1]
  - configuration[1]
  - restore[1]
- publication settings[1]
- public link
  - configuration options[1]
Q
- quick search[1][2][3]
R
- redlining[1]
  - enabling[1]
  - using[1]
- relationships[1]
- replace with file[1]
- replication[1][2][3][4]
  - export[1][2]
  - import[1]
  - schedule[1]
- report access identity[1]
- reporting data services[1]
- reports[1]
- report URL[1]
- restore a proxy[1]
- restore document vault[1]
- right pane[1]
- rollback[1]
- roll back[1]
- round-trip time to the database server[1]
S
- sample vault[1]
- save as[1]
- scanning[1]
- scheduled[1][2]
- scripting[1]
  - execution order[1]
- search
  - additional conditions[1]
  - advanced search[1]
  - boolean[1]
  - criterion[1]
  - filter[1]
  - Filters tab[1]
  - fuzzy[1]
  - indirect search[1]
  - operators[1][2]
  - phonic[1]
  - quick search[1][2]
    - inflected forms[1]
  - refinement[1]
  - results
    - sorting[1]
  - search bar[1]
  - search results in other vaults[1]
  - subordination of search criteria[1]
  - synonym[1][2]
  - wildcard[1][2]
- searchable PDF[1]
- search filters[1]
- search index
  - [1]
  - backup[1][2][3]
  - dtSearch[1][2]
  - file format[1]
  - IDOL[1][2]
- search refinements[1]
- search result sorting[1]
- SELECT statement[1][2][3][4]
- send check-in request[1][2]
- server[1]
- setting up vault[1]
- setup[1]
- share
  - passcode-protected visitor link[1]
  - share link[1]
  - share passcode-protected visitor link[1]
  - share to users[1]
  - share to vault users[1]
  - share visitor link for anyone[1]
  - visitor link for anyone[1]
- share content[1]
- share passcode-protected visitor link[1]
- share public links[1]
- share visitor link for anyone[1][2]
- sharing[1]
- sharing link[1]
- shortcuts[1]
- single-file document
  - SFD[1]
- specific
  - object version[1]
- state transition[1][2][3]
- status[1]
- substitute user[1]
- support[1]
  - policy[1]
  - portal[1]
  - scope[1]
  - ticket[1]
- system administrator[1][2]
- system administrator permissions[1]
- system administrator versus vault administrator[1]
- system requirements[1][2][3]
T
- take offline[1][2]
- task area[1][2]
- terminology[1]
- text recognition[1][2]
- traditional folder[1]
- translate object titles[1]
- translation[1]
- troubleshooting[1]
U
- undelete[1]
- update[1][2]
  - manually[1]
- UPDATE statement[1][2][3][4]
- URL[1]
- user[1]
  - authentication[1]
  - external repository user[1]
  - external repository user group[1]
  - logging in as a different user[1]
  - new user[1]
  - pseudo-user[1]
  - synchronization[1]
  - user account[1]
  - user from metadata[1]
  - user group[1][2]
- user account[1]
- user-specific settings[1]
- user vault language[1]
V
- validating property values[1]
- validation[1]
- value list[1][2]
  - contents[1]
  - external[1][2][3]
    - refresh[1][2]
  - icons for value list items[1]
- vault[1]
  - access[1]
  - attach[1]
  - backup[1]
    - [1]
  - connection[1]
  - copy[1]
  - create[1]
  - delete[1]
  - destroy[1]
  - detach[1]
  - language[1][2][3]
  - maintenance[1]
  - operation[1]
  - performance[1][2]
  - set up[1]
- vault administrator permissions[1]
- vault indexing[1]
- VBScript[1]
  - variables[1]
- version compatibility[1][2][3]
- version history[1]
- version number[1]
- view
  - quick view[1]
- view hierarchy[1]
- view permissions[1]
- views[1]
- virtual folder[1]
- virtual folders[1]
- virus scanning[1]
- visitor link for anyone[1][2][3]
- VPN[1]
W
- web publication[1]
- whitelist[1]
- wildcard[1]
- Word
  - insert property[1]
  - M-Files functions[1]
- workflow[1]
  - state[1]
- workflow assignment[1]
- workflows[1]
- workflow state[1][2][3]