Saving to M-Files

To save existing files to M-Files:

  1. Drag and drop a file from your computer to the listing area in M-Files:
    • To create a document, drop the file on an empty area or the area with the column headings.
      or
    • To replace a document or file, drop the file on a single-file document or a file in a multi-file document.
      or
    • To add a file to a multi-file document, drop the file on a multi-file document.
  2. If you started to create a document, enter the metadata to the metadata card and click Create.