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.
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M-Files how to save or modify documents?
Since 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 MoreUnderstanding M-Files logic + Overview of M-Files desktop
M-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 MoreHow to backup and restore M-Files Vault
I 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.
Read MoreM-Files Creating Views for M-Files Desktop
Using M-Files can be confusing in the beginning, equally for users and IT people. It is good when you grasp logic of it, but until you do, it can be struggle. First of all, understanding metadata helps a lot, and I wrote already about that. But we cannot expect the same understanding from the users of the M-Files. So, to make life for everybody easier we will create Views.
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