Installing M-Files Web Companion
M-Files Web Companion is an application that lets M-Files users edit documents in desktop applications. M-Files Web Companion is supported in Microsoft Windows and macOS.
If you have already installed the application, see Using M-Files Web Companion or First-Time Use. For update instructions, see Updating M-Files Web Companion.
By default, M-Files Web Companion supports these file types:
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M-Files Web Companion supports files smaller than 200MB.
Admin aid
- Vault admins can use Advanced Vault Settings in M-Files Admin to set M-Files Web Companion to support additional file types. The setting is .
- For instructions on how to install M-Files Web Companion to many computers at a time, refer to Distributed Installation of M-Files Web Companion.
- To use M-Files Web Companion with OAuth 2.0, the system admin must also set up authentication with the instructions in Setting Up OAuth 2.0 for M-Files Web, M-Files Web Companion, and Web-Based Add-Ins.
Installing M-Files Web Companion in Microsoft Windows
M-Files Web Companion is supported in Microsoft Windows 10 and later.
To install M-Files Web Companion:
- Open M-Files on your browser.
- Click your initials in the top-right corner of the M-Files user interface.
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Select Install M-Files Web Companion.
After the installation, if there is a newer version available, the option Update M-Files Web Companion is shown here. For update instructions, see Updating M-Files Web Companion.
- In the Install M-Files Web Companion dialog, click Install.
- Wait for your browser to download the installer.
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Double-click the installer to start the setup.
If a dialog about firewall settings is shown, please allow M-Files Web Companion to use the domain and private networks.Result:M-Files Web Companion is installed to the computer and its icon is shown in the taskbar notification area.
- In M-Files, refresh the browser window.
Installing M-Files Web Companion in macOS
To install M-Files Web Companion:
- Open M-Files on your browser.
- Click your initials in the top-right corner of the M-Files user interface.
-
Select Install M-Files Web Companion.
After the installation, if there is a newer version available, the option Update M-Files Web Companion is shown here.
- In the Install M-Files Web Companion dialog, click Install.
- Wait for your browser to download the installer.
- Double-click the installer (DMG file) to open it.
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Install the application:
- If you are an administrator user, drag and drop M-Files Web Companion to the Applications
folder.or
- Open a Finder window and drag and drop M-Files Web Companion to a personal Applications folder. For example, /Users/<your account name>/Applications.
- If you are an administrator user, drag and drop M-Files Web Companion to the Applications
folder.
- Use Finder to go to the installation folder.
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Double-click the application to start it.
Result:The application icon is shown in the menu bar and a security dialog is shown.
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Enter your macOS credentials and click Update
Settings.
This creates a certificate, which makes sure that your macOS can securely communicate with M-Files Web Companion. The certificate is valid for one year. When it is time to create a new one, M-Files Web Companion asks for your permission to update the certificate.
- In M-Files, refresh the browser window.