Document 365 vs. FormSwift vs. M‑Files

One of the things that I have noticed the most is that it saves a lot of time when working with documents of different formats that need to be converted to PDF. Scanning documents is also one of the best features of this app. Being able to have the history of modifications, and changes in the documents is very important for any sector, as well as the signing of documents online. The issue of authentication every time you need to use it can sometimes cause inconvenience, but then you forget when you have a robust and comfortable tool to work with. I do not recommend this application if the company has different versions of operating systems. It is not the most recommended application.

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FormSwift is well suited for legal and accounting firms that need to quickly create form documents. It is easier to navigate than Nolo.

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M‑Files is great for companies with multiple locations. Drive letters can become cumbersome to use and collaborate with colleagues and M‑Files fills that gap. The check out/check in system is great and allows only one editor at a time. This can be good and bad depending on the situation.

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• Scanning ability.
• Easy to use
• Work with PDF files

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• The "Document Creator" is an excellent tool. Very easy to work with.
• The "My Documents " area is a helpful storage area for completed docs.
• The "Document Library" is an extremely valuable resource.

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• Reliable: Our M-Files system has only gone down one time (for a very short period of time) at the beginning of the two years that we have been with M-Files. Our previous vendor's system had so many downtimes that our IT Department had to assign an associate to work with me for sending out notifications to associates etc. With our last vendor, one day I came to work and only 60 of the 260 consent for surgery forms were available to our end users although they were visible to me as the Administrator but weren't showing up for the end-users!
• Our M-Files system was created for us. It was created by working with developers to only have on our system what we required, and I must say, there were so many extra features that M-Files offered in our program that weren't available with our previous vendor. As mentioned previously, we can have two policies or forms visible to the end-user so one can be listed as "draft" or "training only" so our end users can read and use for training as we get ready to roll out a new medical record system. I can also preload policies and leave them in the working stage until they are approved and go back and publish them the day they are approved. The list goes on with so many great features.
• Our end users would say the greatest asset of this product is the search function. It's amazing how fast it is. There are many ways to search out a form or policy which makes it a true asset for our associates.

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• Sign in every time you need to use
• NOT support other formats, only PDFs.
• Different features between Windows and MAC for the same app

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• The "Fillable Fields" area could use some additional customizable fields.

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• If you are new to Electronic Document Management, this can be a really difficult product to roll out. Since it is infinitely versatile, there are infinite ways to configure it wrong. I highly recommend the M-Files admin training offered by M-Files as it will set you in the right direction.
• Many options are paid add-ons. So while you are not paying for what you don't need, many great features will come at a cost.
• If you don't have a technical person on staff, this will be tricky to maintain. Not impossible. If your processes do not change, once setup it will be fine.

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M-files meets our almost all needs, we dont have other option to replace m-files. it saves lots, like Hardware because of Vault Feature means we can create many vaults (mini-servers) in m-files in other solutions we need more hardware for more installations.

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It is a powerful system that can locate content fast and effectively. The system takes quite some time to setup initially. It can be hard for M-Files support to know how businesses operate and how they want to use the system in a way that works for them. The customization makes it great for companies to cater to their own needs. Once the system is set up in a way that makes sense for the business, the user experience is positive. There is room for improvement in the notifications, workflow, and support areas.

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always there.

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I noticed some lagging with the integration with Microsoft Office but not so much that I would not use it. It has gotten better with updates. to be fair the issues were when Office 2013 first came out.

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Usually when I need help from them I got support and it was very good and focused to solve my problem. I didn't have so many problems, but when used it worked. I just would like to have a support in my native language, but I can understand that sometimes is hard for the companies.

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We had online conference call training with a recording to use later as needed

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They answer all questions and record your training for later use.

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The key insight is that the most important thing is to have a open mind. The application is easy to use, but if you have a company with different views and it is not aligned could be a huge problem. So the company transformation is required together with the application. Ensure to use as much as possible the capabilities of the application helps to have best ROI.

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Basically the recommendation of Document 365 is based on the price-performance ratio against NITRO and Adobe (Really expensive)Ease of use was not decisive in the evaluation.The ease of scanning against NITRO and Adobe is more or less the same.The determining feature of Document 365 is the ease of converting documents to PDF

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Much better than Rocket Lawyer.

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The customization ability seemed to be a level above and easy to navigate and available options are constantly being reinvented. We have used OnBase for years and now desire to move away from this option for a number of reasons.

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do so much more than we need but has all the stuff we do need.

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• Save time when working with documents
• The log in the documents permit more security before sending documents to a customer
• Cost of the tool is really inexpensive for the productivity that the tool cause in the companies.

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• FormSwift has enabled us to work faster and smarter.
• FormSwift saves time and money.

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• M-Files allows us to track important milestones and expiration dates. We are now able to easily track revisions to contracts with community partners and record comments and history in one place.
• We are able to track all contracts that come through our District and to create monthly reports to present to our Board.

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