Workflows are at the heart of M-Files – Workflows enable us to standardize and automate processes within company, and manage various approvals.
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Tag Archives: Zeljko Medic IT Blog
M-Files – users and user groups
We done a simple scenarios so far, just to figure out how M-Files works, and what is the logic behind it. One of the most important topics is definition of users and groups in M-Files. That way we can define who and which group can do what and see what inside M-Files. Users and Groups are extremely important in Workflow scenario and overall in M-Files.
Let’s see what we can do.
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M-Files how to configure Metadata
We went through installation and basic config of M-Files, and in the end we created our first document vault (Vault101). Now, we will finally dig into created Vault and try to understand Metadata in M-Files. In M-Files everything is about Metadata, so you need to understand how Metadata in M-Files works, in order to successfully use this app.
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M-Files basic server/client configuration
After we done simple one server installation, and prepared our environment, let’s start with configuration of the server and client side.
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M-Files – installation
Some times ago I realised we need some kind of document management system – as a company, for my department, and myself. With loads of various documents it is easy to lose track of who has to see a document, who needs to approve it, or where is it. Also, document and process organisation needs an overhaul.
So, the task at hand is to organize our documentation workflow.
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