Likelihood to Recommend Works fine for accounting but we've found workflow capabilities are limited for those who aren't using our accounting system. License seats need to be concurrent instead of user specific.
Read full review 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.
Read full review Pros Helps keep track of multiple vendors' receipts and invoices. The integration with GP accounting is particularly helpful and it's why we chose the system. Users find the system easy to understand. Read full review 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. Read full review Cons It would be nice if we could automatically email invoices from KwikTag to responsible parties for approval. Need to provide a web interface that doesn't use up a license seat so other members than KwikTag users can view documents that go with what's been charged to their budget. Read full review 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. Read full review Likelihood to Renew 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.
Read full review Usability 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.
Read full review Reliability and Availability always there.
Read full review Performance 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.
Read full review Support Rating 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.
Read full review In-Person Training We had online conference call training with a recording to use later as needed
Read full review Online Training They answer all questions and record your training for later use.
Read full review Implementation Rating 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.
Read full review Alternatives Considered We use
Laserfiche for our legal and membership services departments.
Laserfiche is a full blown workflow and document management system that runs on our own SQL server. Therefore we have much more control of how it's set up and we can customize it more easily.
Read full review 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.
Read full review Scalability do so much more than we need but has all the stuff we do need.
Read full review Return on Investment KwikTag has taken a large burden off our AP staff. Documents are readily available for retrieval without having to scan through directories full of files or boxes of paper. Would like to see the ability for others to at least search and view documents. Read full review 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. Read full review ScreenShots