Editing documents with M-Files Web

This section tells you how to edit content in M-Files Web. For the best user experience, we strongly recommend that you use M-Files Web Companion. Your administrator can also set up Microsoft Office for the web.

To edit a document when you cannot use M-Files Web Companion or Microsoft Office for the web:

  1. Open the context menu for the document in the listing area.
  2. Select Check out.
    This makes sure that only you can edit the document.
    To edit a document that is checked out to someone else, open the context menu for the document and select Ask object to be checked in.
  3. Open the context menu for the document in the listing area again.
    For a document with multiple files, select the arrow on the left side of the document to open a list of files included in the document. Then, open the context menu for the file that you want to edit.
  4. Select Download.
    Result:Your browser downloads the file.
  5. Open the file in an editor. For example, Microsoft Word.
  6. Make and save your changes to the file.
  7. Replace the original file in M-Files with the edited one:
    OptionDescription
    To use the Replace with file operation:
    1. Open the context menu for the original file in M-Files.
    2. Select Show more options > Replace with file.
    3. In the Open dialog, select the edited file on your computer.
    4. Select Open.
    To use dragging and dropping:
    1. Drag and drop the edited file from your computer to the listing area in M-Files, on top of the original file.
    2. In the confirmation dialog, select Yes.
  8. Open the context menu for the document in the listing area.
  9. Select Check in.
Your edits are checked in to the vault and other users can see them.