Saving to M-Files from Application

For information on how to save your work from a Microsoft Office application (Office 2013 or later) to M-Files, see Example: Saving a Microsoft PowerPoint Presentation to M-Files with the M-Files Tab. For information on how to save your work from other desktop applications to M-Files, see Example: Saving a Microsoft PowerPoint presentation to M-Files.

Example: Saving a Microsoft PowerPoint Presentation to M-Files with the M-Files Tab

  1. In Microsoft PowerPoint, create a new presentation or open one.
  2. Make changes to the document.
  3. Open the M-Files tab in the Microsoft PowerPoint ribbon.
  4. Click Save to M-Files.
  5. Click the vault where you want to save your presentation.
    Result:The New Document dialog is opened.
  6. Select a class for the file from the Class drop-down menu.
  7. Optional: Enter other optional property values.
    Click Add property to add more properties.
  8. Click Create.
Your presentation is saved to M-Files.

Example: Saving a Microsoft PowerPoint presentation to M-Files

  1. In Microsoft PowerPoint, create a new presentation or open one.
  2. Make changes to the document.
  3. Click File > Save As > Computer > Browse.
    Result:The Save As dialog is opened.
  4. In the left pane of the Save As dialog:
    • Click the Computer location and, in the right pane, double-click M-Files.
      or
    • Click the arrow next to Computer to expand the location and click M-Files.
  5. Double-click the vault where you want to save your presentation.
  6. In File name, enter a file name for your presentation.
  7. Select Save.
    Result:The New Document dialog is opened.
  8. Select a class for the file from the Class drop-down menu.
  9. Optional: Enter other optional property values.
    Click Add property to add more properties.
  10. Click Create.
Your presentation is saved to M-Files.