M-Files PRO Document Management Software 4.0

M-Files PRO Document Management Software 4.0 is a useful tool which is designed  to provide help with data management.

M-Files PRO Document Management Software - M-Files® helps you organize, find and track the documents of your business in a centralized manner. Users see the document vault as a virtual disk drive on their computers!

Major Features:

1. Easily store and share documents and other data, including metadata   
   • Store and share electronic documents.
   • Easily create new documents and other objects, including metadata.
   • Open existing documents directly from the M-Files document management system repository, make changes, and save the changed document back in the repository, all without leaving the application.
   • Manage clients, projects, and other data content.
   • Add, edit and delete document metadata.
   • Create and use document templates.
   • Drag and drop documents and other files directly from an e-mail message into M-Files, or vice versa.
   • Create M-Files hyperlinks and shortcuts
   • Learn the system quickly, with a familiar interface that integrates with Windows Explorer.
   • Protect documents from accidental deletion.
   • Use M-Files as a virtual disk drive.
2. Save all your files and documents directly to M-Files   
   • Save all of your electronic files and documents to M-Files.
   • Save a document in many virtual folders without any actual copies being made.
   • Save in any file format.
   • Save documents directly from any Windows applications to M-Files.
   • Drag and drop existing files into M-Files.
   • Use the "Save to M-Files" menu function in MS Office applications.
   • Use the "Save to M-Files" menu function in AutoCAD.
   • Save from AutoCAD: M-Files supports XREFs.
   • Rely on advanced technical functions, such as XREF repathing.
3. Avoid the problems of simultaneous changes   
   • Avoid the problems associated with simultaneous changes by using the check-out and check-in functions.
   • Check out the documents you want to modify.
   • See which documents are currently checked out by others.
4. Browse relationships between documents, customers, projects, and other data 
   • Get a quick list of every document and project relating to a particular customer.
   • Move directly from a document to a related customer or project, and vice versa.
5. Gain full benefit by using the integrated M-Files menu   limited   
   • Gain full benefit by using the integrated M-Files menu in Word and Excel.
   • Work easily with the integrated M-Files menu in AutoCAD.
   • View and edit document metadata in Word, Excel, and AutoCAD.
   • Include document metadata stored in M-Files in a document content.
6. Enable automatic naming and numbering   
   • Create standard conventions for your company - utilize automatic naming of documents.  
     
   • Enable automatic numbering, such as consecutively numbered invoices.
7. Quickly find only the right, relevant documents   
   • Experience convenience in document management - there are no difficult folder structures.
   • Find documents by using content, metadata and classification information.
   • Use advanced search functions, choosing the one that best suits your needs.
   • Specify a Boolean expression containing multiple keywords.
   • Personalize views and searches, for viewing and organizing documents the way you want.
   • Use automatic views, such as Checked Out to Me and Recently Modified by Me.
   • Use common views to show documents as virtual folders for all users.
8. Control data visibility and satisfy security requirements   
   • Hide sensitive documents by using permission settings.
   • Satisfy specific security requirements (government, legal, medical, finance etc.).
   • Give access to documents by document class type to only certain people or groups of people.
   • Specify user-specific and user-group-specific rights and permissions.
   • Specify different automatic permission settings for document templates.
   • Reduce the risk of human error by means of automatic permission settings.  
   • Manage required user login accounts based on Windows and/or M-Files authentication.
   • Turn on automatic scheduled backups.
9. Administrate your system yourself   
   • Perform user and user group administration.
   • Use classes, object types, metadata definitions etc. to customize metadata.
   • Take advantage of multi-select lists and filtered fields.
   • Take advantage of sample metadata structure to create your own metadata structure.
   • Create one or more document repositories including different user-specific permissions.
10. Install and implement the system yourself   
    • Download from the M-Files Web site.
    • Implement the system and create metadata structures matching your specific needs.  
    • Choose any software interface language you wish to use.
    • Consulting services are available anywhere in the world.
11. Create notifications, assignments, and workflows   
    • Receive and set up e-mail notification of new and modified documents.  
    • Send assignments.  
    • Create rules-based workflows through an organization.
12. Work in offline mode   
    • Edit and save documents without online network connection.  
    • Synchronize documents automatically between online and offline modes.
13. M-Files Web Access   
    • Let users connect via a Web-based interface.  
    • Make the system available to Mac and Linux users, too.
14. Active Directory integration   
    • Import users and user groups from Active Directory.  
    • Synchronize users and user groups from Active Directory.
15. Replication   
    • Speed up document handling from geographically separate facilities.
16. Connect to other databases and systems   
    • Define links to external databases to utilize existing data, such as customer and project listings.  
    • Import and link files and e-mail messages from external locations via administration settings.  
    • Input paper documents from scanners and multi-function devices.
17. Use M-Files API to meet special integration needs
18. Technical support   
    • Consulting services are available anywhere in the world.
      

Enhancements: Version 4.0

Requirements:

• Windows Vista/Windows XP/Windows 2000/Windows Server 2008/Windows Server 2003
• Mac and Linux users can access M-Files via a browser-based interface.

WareSeeker Editor