First-Time Use

To edit a document with a desktop application when you have not used M-Files Web Companion before:

  1. Make sure that you have the M-Files Web Companion application installed.
  2. Right-click the document in the listing area.
  3. Select Open in desktop app.
    Result:M-Files Web Companion shows a server access dialog.
  4. Enable Allow server to use M-Files Web Companion and click OK.
    This makes sure that M-Files Web Companion can save to the M-Files server the edits that you make in the desktop application.
  5. In the login dialog, select the login method that you use to log in to this vault.
  6. Enter your credentials and click Log In.
  7. Click OK.
  8. In the listing area, right-click the document and select Open in desktop app again.
  9. Select Check out.
    This makes sure that only you can edit the document.
    To edit a document that is checked out to someone else, click the document with the secondary mouse button and select Ask object to be checked in.
  10. Make your changes in the desktop application.
  11. Save the changes and close the desktop application.
  12. In M-Files, right-click the document in the listing area.
  13. Click Check in.
Your edits are checked in to the vault and can be seen by other users.