Comparing documents and document versions

You can use M-Files to compare the content of two documents or two versions of a document. This section gives examples on how you can use the feature.

Good to know before you start

  • The compared documents must be Microsoft Word documents or PDFs and their total file size must be less than 16 MB.
  • Your admin must set up Advanced Document Compare for this feature to be available.

Starting document comparison on the listing area

To compare the content of a document with its previous version or another document:

  1. Use a search or a view to find the document that you want to compare.
  2. Select one of these options in the document's context menu:
    • Select Compare > Compare with another document to compare the current document version with another document.
      or
    • Select Compare > Compare with previous version to compare the current document version with its previous version.
  3. In the Compare documents dialog, use the Previous change and Next change buttons, the navigation links in the Change Summary list, or scroll through the document.
  4. Optional: To save a copy of the comparison in PDF or DOCX format, use the commands Save as PDF, Save as DOCX, or Track changes.
    Save as DOCX creates a simple Microsoft Word version of the comparison that you see in the Document compare dialog. Track changes creates a document that lets you control the tracked changes from the Review tab in Microsoft Word.

Starting document comparison in the version history dialog

To compare the content of two document versions:

  1. Use a search or a view to find the document that you want to compare.
  2. Select Open version history in the document's context menu.
  3. Press and hold down the Ctrl key and select two versions.
  4. Select Compare selected documents in the context menu for either version.
  5. In the Compare documents dialog, use the Previous change and Next change buttons, the navigation links in the Change Summary list, or scroll through the document.
  6. Optional: To save a copy of the comparison in PDF or DOCX format, use the commands Save as PDF, Save as DOCX, or Track changes.
    Save as DOCX creates a simple Microsoft Word version of the comparison that you see in the Document compare dialog. Track changes creates a document that lets you control the tracked changes from the Review tab in Microsoft Word.