Pinned Content

The Pinned tab lets you collect items that you frequently use into a single tab. Click the Pinned tab in the view navigation bar to see your pinned items.

Click the arrow in front of a group name to expand or collapse a group of pinned items. Use the options at the top of the Pinned tab to filter pinned items by name, add a group to the Pinned tab, or expand or collapse all groups.

Click an item on the Pinned tab to see its metadata or preview in the right pane. Double-click the item to do the default action of the object. To move a pinned item on the Pinned tab, drag and drop the item.

Click the three dots icon () to show more options. For example, you can rename a pinned item. This changes the name of the shortcut but not the name of the item.

The Pinned tab can contain a maximum of 200 items.

Video: How to use the Pinned Tab in M-Files

Favorites and Pinned tab

The Favorites functionality is no longer part of the most recent versions of M-Files. You can instead pin items and move content from Favorites to the Pinned tab.

Pinning an item

To pin an item to the Pinned tab:

  1. In M-Files Desktop, find and select the item that you want to pin.
  2. Complete one of these steps:

The selected item is pinned to the Pinned tab.

By default, the item is pinned to the Ungrouped group. To unpin an item, click the three dots icon ( ) and select Unpin.

Adding groups to the Pinned tab

You can divide the pinned items into groups.

To add a group:

  1. In M-Files Desktop, click the Pinned tab.
  2. Click the plus icon () at the top of the Pinned tab.
  3. Enter a name for the group.
    Result:The group is added to the Pinned tab.
  4. Optional: Drag and drop items to the group.

Editing groups on the Pinned tab

To change the position of a group:
  1. On the Pinned tab, drag and drop a group.
To rename a group:
  1. Click the three dots icon () and select Rename.
  2. Enter a new name.
To remove a group:
  1. Click the three dots icon () and select Remove.
  2. Optional: If the group contains pinned items, select one of these options in the Remove Group dialog:
    Unpin Removes the group and unpins the pinned items that it contains.
    Keep Pinned Removes the group and moves the pinned items to the Ungrouped group.

Moving content from your favorites to the Pinned tab

  1. In M-Files Desktop, open the All tab.
  2. Open Other Views > Favorites.
  3. In the Favorites view, select the items that you want to move.
  4. Right-click one of the selected items.
  5. Select Move from Favorites to Pinned.
The selected items are moved to the Pinned tab.