We learned how to navigate, save, modify in M-Files Desktop, only one crucial part of the information is missing – how to share your documents? Bonus content – how to save email to M-Files.
I won’t cover in dept sharing documents with all possibilities, since I think that if you are using M-Files in your organisation – most practical way is to share links for access.
There is also possibility of outside access to M-Files via public share, which I also won’t cover since I’m not fan of exposing services to the internet if not absolutely necessary.
But, if you are interested in things that I won’t cover – here is the link with info you need – https://www.m-files.com/user-guide/latest/eng/sharing_content.html?hl=sharing
Ok, let’s do this quickly and say Administracija1 user wants to share something with Uprava1
We want to share Order004.docx with Uprava1
Right click on a document and select Sharing, E-mail and PDF.
Now, I think that sending copy of document or sending it as PDF defeats purpose of M-Files and versioning system.
So, I will select -Send Link by Email
![](https://www.informaticar.net/wp-content/uploads/2022/12/MFilesShare1.png)
Link is in, I will send email…
![](https://www.informaticar.net/wp-content/uploads/2022/12/MFilesShare2.png)
Uprava1 received link and we will double click on it, and select Open.
![](https://www.informaticar.net/wp-content/uploads/2022/12/MFilesShare3.png)
File is opened in Uprava1 M-Files interface.
![](https://www.informaticar.net/wp-content/uploads/2022/12/MFilesShare4.png)
There is another way to send link to your colleagues
Right click on file you want to share, and select Get Hyperlink
![](https://www.informaticar.net/wp-content/uploads/2022/12/MFilesShare5.png)
This way you can share content with mobile and web users, but also embed it in a document if needed.
I will again send it by email, to test if it can be opened
I will select “Copy hyperlink to clipboard” and then open Outlook to send it via email.
![](https://www.informaticar.net/wp-content/uploads/2022/12/MFilesShare6.png)
I copied the link and sent it by email.
![](https://www.informaticar.net/wp-content/uploads/2022/12/MFilesShare7.png)
Now, if we click on link in email after we receive it…
We’ll first get this ugly warning. Yes
![](https://www.informaticar.net/wp-content/uploads/2022/12/MFilesShare8.png)
and it is opened!
![](https://www.informaticar.net/wp-content/uploads/2022/12/MFilesShare9.png)
At that is it about sharing options from me.
Saving emails to M-Files Desktop
We can also do that – from Outlook.
You can save email message or just attachment from Outlook.
![](https://www.informaticar.net/wp-content/uploads/2022/12/MFilesShare10.png)
of course, after you click on Save, additional window with metadata will appear
![](https://www.informaticar.net/wp-content/uploads/2022/12/MFilesShare11.png)
After we entered metadata – our email message appeared in M-Files. We can also drag new messages from the conversation to M-Files to save it with the message we initially got.
![](https://www.informaticar.net/wp-content/uploads/2022/12/MFilesShare12.png)
That is in short that.
My series of articles about M-Files
Server
M-Files how to configure Metadata
M-Files – users and user groups
M-Files – Create and manage simple workflow
M-Files – Create Workflow with assignments
M-Files – Create Workflow with Approvals
M-Files – Manage permissions for Workflows
M-Files – how to create and use document templates
How to backup and restore M-Files Vault
M-Files – How to enable access to M-Files through website
M-Files how to secure connection between server and clients (HTTPS)
M-Files Migrate from Firebird DB to Microsoft SQL DB
Desktop
Understanding M-Files logic + Overview of M-Files desktop
M-Files Creating Views for M-Files Desktop
M-Files how to save or modify documents?
M-Files How to share documents? How to save eMails to M-Files?