Document Templates can be huge life and time saver in M-Files for repetitive tasks. Idea is that you have repetitive task – let’s say a contract template, and instead of copying existing contract and manually going through contract every time to correct and enter new data in it – we can do it simpler and easier way with templates in M-Files.
Read MoreWe 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.
Read MoreSince M-Files is a bit different concept, even simple things as saving document can be challenge. Let’s take a quick look on how to save or modify documents in M-Files.
Read MoreM-Files is different kind of application – logic in the desktop application is different, everything looks upside down at first, even for IT people. Where are my documents, what is the logic of this app, how will I find what I need, where are my documents? Where are folders??? If you give this system a chance – you may like it. This is definitely a powerful tool, but requires mind and workflow change. It works more like a Google and other search engines then typical document management, and it can be very useful if configured properly.
Let’s go step by step.
Read MoreI already covered topic of M-Files Vault backup in my M-Files basic configuration article. In this one, we are going to look a bit more into the topic, and try to restore the Vault we do backup on.
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