M-Files Features
What are the features of M-Files?
File Management
- File Type Support
- Metadata
- Versioning
- Collaboration
- Document Assembly
- Search
- Web Interface
Platform
- Performance and Reliability
- Reporting and Auditing
- System of Record Integration
Workflow
- Process Automation
- Conditions
- Activities
- Records Management
- Case Management
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M-Files Categories on G2
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File Management
Device Syncing | Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on | Not enough data | |
Web Interface | Ability to access documents via a web interface without a client being installed on a device | Not enough data | |
File Type Support | Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. | Not enough data | |
Search | Can easily find files via a simple and/or advanced search | Not enough data | |
Mobile Apps | iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC | Not enough data | |
File Type Support | Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. This feature was mentioned in 80 M-Files reviews. | 91% (Based on 80 reviews) | |
Metadata | As reported in 83 M-Files reviews. Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary. | 91% (Based on 83 reviews) | |
OCR Scanning | Based on 51 M-Files reviews. Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents. | 81% (Based on 51 reviews) | |
Versioning | Based on 69 M-Files reviews. Keep track of incrementally changing versions of the same file. | 90% (Based on 69 reviews) | |
Collaboration | Multiple users can collaborate on document creation, annotation, and review. 70 reviewers of M-Files have provided feedback on this feature. | 83% (Based on 70 reviews) | |
Document Assembly | Autogenerate documents based on templates and form submission. 63 reviewers of M-Files have provided feedback on this feature. | 81% (Based on 63 reviews) | |
Form Creation | Based on 50 M-Files reviews. Able to create and manage submittable user forms. | 77% (Based on 50 reviews) | |
Portals and Sites | Able to create user portals and sites. 43 reviewers of M-Files have provided feedback on this feature. | 80% (Based on 43 reviews) | |
Disposition | Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. 53 reviewers of M-Files have provided feedback on this feature. | 83% (Based on 53 reviews) | |
Search | Can easily find files via a simple and/or advanced search. This feature was mentioned in 84 M-Files reviews. | 90% (Based on 84 reviews) | |
Web Interface | As reported in 68 M-Files reviews. Ability to access documents via a web interface without a client being installed on a device. | 84% (Based on 68 reviews) | |
Mobile Apps | iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. 53 reviewers of M-Files have provided feedback on this feature. | 84% (Based on 53 reviews) |
Collaboration
File following | Allows users to receive updates when files have been updated, added, deleted or moved. | Not enough data | |
File Sharing | Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges. | Not enough data | |
Simultaneously Editing | Users can work simultaneously on files. | Not enough data | |
Change Tracking / Audit Logs | Provides an audit log of changes and enables users to revert to a specific version | Not enough data | |
Change Tracking | Provides an audit log of changes and enables users to revert to a specific version | Not enough data | |
Simultaneous Access | Allows users to work simultaneously on files. | Not enough data | |
File Sharing | Allows users to share individual files/folders to persons outside or inside the organization in a secure manner | Not enough data | |
Commenting on Documents | Allows addition of comments digitally to the document and facilitates maintenance of a comment audit trail in the system | Not enough data |
Administration
User and Role Management | Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users. | Not enough data | |
Single Sign-On | On boarding and off boarding team members with Active Directory/SAML based identity providers | Not enough data | |
Policies and Controls | Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc. | Not enough data | |
Device Management | Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely. | Not enough data | |
Storage Limits | Administer storage limits by user or group | Not enough data | |
Storage Zones | Choose data center your files should be stored at | Not enough data | |
Security | Stores and transfers files in secure environment | Not enough data |
Platform
Internationalization | Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies | Not enough data | |
Performance and Reliability | Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Reporting and Auditing | Access pre-built and custom reports to monitor user activity and storage | Not enough data | |
System of Record Integration | Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint | Not enough data | |
APIs | Enables custom integration to external systems | Not enough data | |
Internationalization | Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. This feature was mentioned in 48 M-Files reviews. | 88% (Based on 48 reviews) | |
Performance and Reliability | Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 80 M-Files reviews. | 84% (Based on 80 reviews) | |
Reporting and Auditing | As reported in 62 M-Files reviews. Access pre-built and custom reports to monitor user activity and storage. | 80% (Based on 62 reviews) | |
System of Record Integration | Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. 65 reviewers of M-Files have provided feedback on this feature. | 84% (Based on 65 reviews) | |
APIs | As reported in 52 M-Files reviews. Enables custom integration to external systems. | 82% (Based on 52 reviews) |
Workflow
Process Automation | As reported in 71 M-Files reviews. Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. | 85% (Based on 71 reviews) | |
Conditions | Based on 71 M-Files reviews. The workflow engine provides relevant and customizable conditions on which to execute rules. | 84% (Based on 71 reviews) | |
Activities | Any action a user can perform in the system can be specified as an automated action. This feature was mentioned in 64 M-Files reviews. | 82% (Based on 64 reviews) | |
Records Management | As reported in 64 M-Files reviews. System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. | 85% (Based on 64 reviews) | |
Case Management | As reported in 54 M-Files reviews. System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable. | 86% (Based on 54 reviews) |
Setup
Activities | Provide standard activities and tasks that can be customized by users | Not enough data | |
Flows | Users can easily create flows using drag and drop features | Not enough data | |
Dependencies | Define and manage dependencies between tasks and workflows | Not enough data | |
Notifications | Include alters that can be used with workflows | Not enough data |
Management
Updates | Ability to update multiple workflows at the same time | Not enough data | |
Audit Trail | Maintain a history of all workflow changes | Not enough data | |
Integration | Integrate with ERP or project management software | Not enough data |
Data Management
Document Identification | Allows for easy document identification using a unique document number, version reference or other features. | Not enough data | |
Workflows | Includes workflows and defines the roles of users who need to create, review and approve each type of documents. | Not enough data | |
Version Control | Tracks versions and changes in a project, stores, and monitors those online. | Not enough data |
Dashboards
Resource-based Reports | Generates resource-based reports on planned and actual time spend on documents to highlight inconsistencies. | Not enough data | |
Data Visualization and Analysis | Allows data visualization and analysis capabilities | Not enough data | |
Quality-Based Reports | Generates quality-based reports on the documents to diagnose issues, take remedial action, and/or avoid future complications | Not enough data | |
Automated Dashboards | Generates automated dashboards and reports on the document information and workflow progress | Not enough data |
Security
Authorization | Controls information access by only allowing authorized users to search, view and retrieve engineering documents | Not enough data | |
QR Code | Facilitates verification of document authenticity via QR code scanning feature | Not enough data | |
Updates on Files | Generates automated notifications to inform users during specified events, potential issues, or upon nearing the auto-escalation dates and times. | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
