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M‑Files

M‑Files

Overview

What is M‑Files?

M-Files is a platform for knowledge work automation, that helps knowledge workers to find information faster. M-Files features a metadata-driven architecture, embedded workflow engine, and advanced artificial intelligence. This helps customers to eliminate information chaos, improve process efficiency, and automate…

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Pricing

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What is M‑Files?

M-Files is a platform for knowledge work automation, that helps knowledge workers to find information faster. M-Files features a metadata-driven architecture, embedded workflow engine, and advanced artificial intelligence. This helps customers to eliminate information chaos, improve process…

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  • No setup fee

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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is M‑Files?

M-Files is a platform for knowledge work automation, that helps knowledge workers to find information faster. M-Files features a metadata-driven architecture, embedded workflow engine, and advanced artificial intelligence. This helps customers to eliminate information chaos, improve process efficiency, and automate security and compliance.

The vendor's value proposition:

  • EASE OF USE: M-Files increases productivity and improves work quality by making information easy to find and use.
  • WORKFLOW AUTOMATION: M-Files increases consistency of work and reduces errors by automating workflows.
  • COLLABORATION: M-Files enables superior customer experiences through a collaborative workspace.
  • COMPLIANCE: M-Files reduces business risk by ensuring compliance.

M-Files is designed to improve business performance by helping people find and use information more effectively. Using artificial intelligence (AI) technologies, M-Files breaks down silos by delivering an in-context experience for accessing and leveraging information that resides in any system and repository, including network folders, SharePoint, file sharing services, ECM systems, CRM, ERP and other business systems and repositories.

M‑Files Screenshots

Screenshot of M-Files - SearchScreenshot of M-Files - Profile openScreenshot of M-Files - PermissionsScreenshot of M-Files - Process mapsScreenshot of M-Files - Pinned items

M‑Files Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows
Mobile ApplicationApple iOS, Android, Windows Phone
Supported CountriesM-Files is available in 100+ countries through direct support or via the company's partner network.
Supported LanguagesM-Files is available in 30+ languages: Albanian, Arabic, Bulgarian, Chinese (Simplified/PRC), Chinese (Traditional/Taiwan), Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Macedonian, Mongolian, Norwegian, Polish, Portuguese (Brazil), Romanian, Russian, Serbian (Cyrillic), Serbian (Latin), Slovak, Slovenian, Spanish, Swedish, Thai, Turkish, Ukrainian, Vietnamese

Frequently Asked Questions

Laserfiche, OpenText Content Suite Platform, and Alfresco are common alternatives for M‑Files.

Reviewers rate Availability highest, with a score of 9.1.

The most common users of M‑Files are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(147)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

M-Files is a versatile software that is widely used across various industries and departments. Users have reported significant improvements in document retention, retrieval, and collaboration. The software serves as a central repository for storing business-critical documentation, including customer data and agreements. It has helped organizations achieve a paperless office by archiving financial data and recording invitations to tender. M-Files has been instrumental in streamlining manufacturing operations, quality control systems, and corporate functions. It simplifies access to files and data from different databases and applications, improving search capabilities and facilitating workflow management. Users appreciate the high configurability of M-Files, enabling the creation of sophisticated systems for structured information. It is also utilized by individuals for managing business and personal documents, easily finding and organizing various types of files. M-Files has successfully been implemented in education institutions to organize and manage decades worth of contracts and contractual details. Risk intelligence analysts benefit from M-Files' AI support and metadata-driven properties when developing risk assessments. The software serves as a strategic DevOps platform and a main database for industrial asset management deployments. Additionally, it is relied upon for powerful workflow tools, allowing organizations to manage internal processes and support growth without additional staffing resources. Overall, M-Files provides efficient information and document management solutions across industries such as manufacturing, education, health, and social sectors.

Users commonly recommend M-Files for its security and affordability. They suggest trying it out and learning all its features to transform the way organizations operate. M-Files is recommended to organizations of all sizes and resources. Users appreciate the convenience of file sharing and the high-level security system provided by M-Files. They also recommend creating specific folders for each topic to enhance organization. Additionally, new users are encouraged to try M-Files.

Another common recommendation is due to M-Files being a next-generation intelligent content management platform. It is highly recommended by users, including business concerns and friends. They find it easy to use and almost bug-free, making it suitable for companies dealing with numerous files and documents. Suggestions include setting up low-hanging fruit in M-Files and utilizing online training materials. Effort should be put into information and document management models and architecture.

Furthermore, users highly recommend M-Files without second thought. They advise allocating sufficient time and resources for training and persuading colleagues for successful implementation. Users suggest trialing the M-Files solution before partnering with another Enterprise Content Management (ECM) vendor as adoption rate is critical for successful implementation. An improvement suggestion is to make the product OS and platform agnostic while implementing optional features into the standard version for a competitive advantage.

Overall, users recommend M-Files for its secure and affordable nature, its convenience in sharing files, its high-level security system, and its next-generation intelligent content management platform capabilities.

Reviews

(1-25 of 68)
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Strong DMS

Rating: 7 out of 10
March 03, 2023
Verified User
Vetted Review
Verified User
M‑Files
1 year of experience
M-Files is used as a platform to provide document management solutions for out clients
  • The most powerful part of M-Files is workflow automation.
  • System has quite a simple interface.
  • Good integration with other applications like MS Dynamics.
M-Files is well suited for what it is designed for - document management. The quality of API documentation makes customization of M-files for a particular client a cumbersome task.

Why M-Files

Rating: 10 out of 10
March 01, 2023
ZH
Vetted Review
Verified User
M‑Files
5 years of experience
As I have been consultant for M-Files, I implemented M-Files in almost 10 organizations. These organization were Manufacturing, Education, health, Social Sector, Public Sector, Oil and Gas Sector, etc. There were different problems in different organizations, but the main one was with Oil and Gas Sector, who were using Documentum and they wanted to replace with M-Files. The organization is now using M-Files in Operations Department, Engineering Dept. and 8 other Departments. Due to COVID situation they are not fully dependent on M-Files and also now SAP integration has been done which is also favoring in Organizational Operations from remote. The main difference in Documentum and M-Files was that Documentum they used to implement on 4-5 Server Machines and when they require an other implementation they were to replica these exercise and again need 4-5 serve Machines where in M-Files there is Vault concept which reduce Hardware and Maintenance Cost with Minimum Administrative Support can manage different organization of one company in Single Installation by creating Separate Vaults.
  • The import tool is the best tool for data migration from other repositories. It helps a lot in migration from Documentum to M-Files.
  • The API enables to add additional customized features which made M-Files different from other solutions where they won't be able to provide solution.
  • User License Model with combined vaults makes organization very affordable like if one company has different organization and they are using concurrent licenses, they can they share those licenses within vaults if there is no load on other organization.
M-Files is best for companies who have multiple sub companies they can manage whole the operations from one single machine. Companies who only want to get DMS for archiving M-Files is not considered suitable as the it has many features and cost is becoming high.

M-files and a small laboratory company

Rating: 8 out of 10
February 28, 2023
AM
Vetted Review
Verified User
M‑Files
6 years of experience
We use M-files across the whole organization. We manage literally everything with it—quotes, purchases, orders, workflow, tasks, etc. We have also tailored it to work as a laboratory information management system in our laboratory, where we manage the samples, analysis data, and quality control.
  • Document management
  • Workflows
  • Easy access and intuitive to use
M-files is well suited for its core tasks like document and information management, automating workflows, keeping track of tasks, sharing materials easily and securely, etc. but I would also recommend to customize M-files to fit for any specific needs. M-files is very versatile and you can integrate it with other software.

M-files is great for document handling

Rating: 8 out of 10
February 14, 2023
Verified User
Vetted Review
Verified User
M‑Files
3 years of experience
Document storage, process drawings and document workflow management.
  • Document storage works well
  • Search works well
  • No problems with larger files
Document storage and search works well if the metadata is well setup and filled in by the user or automation. Getting data via REST API could be easier. Now one needs to combine ID:s and values from different API calls and pad manually to get .csv files. The SQL interface would perhaps be better to maintain, but that requires extra setup so REST would be better.

M-Files...Use It Or Lose It

Rating: 9 out of 10
February 09, 2023
Verified User
Vetted Review
Verified User
M‑Files
5 years of experience
I am a Power Initiator. I create, review, and update Safety Policies, Procedures, and Work Instructions. Train and Re-train employees on the above by Creating and Managing Learning Rules. Troubleshoot and correct user error. Train and Re-train M-Files users. The product helps achieve my work tasks by keeping all our documents organized and in one place.
  • Decent document search engine
  • Notifies when action is needed
  • Recently accessed history
I am not a software expert but understand the complexity of a product such as this, but in my opinion the product is difficult, confusing, and time consuming to master. It takes years if not used constantly. After several years of use I am still learning to manipulate the interface to work as I desire. It gets the job done by holding all of our documents in one place and fairly easy to access once learned.

2 thumbs up

Rating: 9 out of 10
September 02, 2022
Verified User
Vetted Review
Verified User
M‑Files
3 years of experience
We use this for Enterprise Content Management.
  • Content Management
  • Support of Processes
The system has been great for consistent user interaction. Only down side on the user side is the multiple vault configuration specifically with searches. This is probably more of a training issue but users really have confusion knowing to go to other vaults when searching archive items.

Satisfied user

Rating: 9 out of 10
July 07, 2022
I use M-Files in my daily work. I save documents, read instructions, create instructions, manage user accounts, and more. The problems are often user-driven.
  • Saving and editing documents to the system
  • User management
  • Training documentation and monitoring
M-Files is easy to use as long as you get to know it properly. M-Files support is available quickly when you need it.

How a services company uses M-Files in intelligent information management

Rating: 9 out of 10
June 22, 2022
JS
Vetted Review
Verified User
M‑Files
4 years of experience
M-Files is used to save and find all information that is relevant for more than one employee in the company. The M-Files solution has ensured that risk intelligence analysts have access to all relevant internal information when developing a risk assessment. The M-Files AI support makes it easy to add the relevant metadata to documents. M-Files has been used by all employees since 2019.
  • Makes it quite easy to save documents that includes relevant metadata.
  • Makes it quite easy to find relevant information and be sure that all relevant information is found.
  • Possible to show documents in different views to ensure that it is shown where it is relevant.
  • M-Files can be used as the interface for all relevant information in a company using APIs to access information saved in other applications and in folders.
M-Files can be used as the interface for all relevant information in a company using APIs to access information saved in other applications and in folders.

Getting excited about document management

Rating: 10 out of 10
June 07, 2022
Verified User
Vetted Review
Verified User
M‑Files
7 years of experience
I'm a key user at my location. I maintain metadata and views. I train other users to use M-Files and help them solve problems. I'm in a supportive role to make the document management system better. I enjoy using and M-Files to meet our needs at work. The amount of information we have is currently enormous; Thanks to M-Files I can find data systematically and fast.
  • It's easy to adjust. You can modify the system to better meet your needs.
  • User-friendly.
  • Metadata structure is systematic and easy understand and/or to modify.
I'm a big fan of M-Files but I also have development ideas. We have a chemical register in M-Files but the reports we create don't have chemical hazard signs. Also some visual effects in the main menu would be very good to have.

Document Sharing Portal

Rating: 9 out of 10
May 09, 2022
MI
Vetted Review
Verified User
M‑Files
1 year of experience
We are using it for Document Sharing with our suppliers, vendors, and customers. Previously there was email sharing and it was hard to manage what was shared with our external people. After having this solution it becomes easy to collaborate with non-M-Files users. The user interface of Hubashare is fairly simple and outbox integration with M-Files makes it a more flexible solution.
  • Document Sharing
  • Tightly Integrated M-Files
  • Simple Interface
Like to recommend for Document exchange portal. Construction related companies may use it for Transmittal.

Great Product, Great Team!

Rating: 8 out of 10
May 03, 2022
MF
Vetted Review
Verified User
M‑Files
1 year of experience
We use it to address compliance and workflow issues.
  • They have a high level of customer service
  • The sales/pilot team was truly a pleasure to work with
  • The workflow tool is extremely user friendly
M-Files is a wonderful enterprise document management tool. The only area where I see it lacking is visibility into the workflow; i.e. a visual of what step/person a certain task is with. Secondly, most of the integrations to do document federation is custom code. I'd like to see them have more out-of-the-box functionality to plugin with other major systems such as Oracle.

M‑Files has been a great solution for us!

Rating: 8 out of 10
March 21, 2022
GD
Vetted Review
Verified User
M‑Files
7 years of experience
M-Files is used by the whole company and it is where we store all of our project data for the whole company. Having over 10 locations, file management becomes cumbersome to deal with as well as file security rights. M-Files makes this difficult task super easy with their check out/check in option. I would highly recommend using this program.
  • Version History
  • File Management
  • File Rights
  • One interface for all
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.

M-FIles as metadata machine and efficiency producer

Rating: 9 out of 10
March 15, 2022
Verified User
Vetted Review
Verified User
M‑Files
6 years of experience
We use M-Files in multiple use cases from a base document management solution to dedicated build workflow and business automatization in different business processes. M-Files is for us a strategic DevOps platform in addition to its normal DMS capabilities.
  • Free metadata is the key
  • Capability to integrate to all sorts of solutions
  • Agility in implementation
Overall document management, one may also build any type of workflow, service management, or further automatization or integration to other solutions very easily. Naturally then one needs to have detailed knowledge of M-Files and coding power.

MPS: Measurable time savings enabled by document and information management with M-Files

Rating: 8 out of 10
March 14, 2022
LV
Vetted Review
Verified User
M‑Files
10 years of experience
MPS has been working with M-Files since 2012 and has realized significant improvements in information and document management. M-Files' best-in-class document management functionalities have enabled more efficient work, freed up employees' time to serve customers, and increased data security.
  • more efficient work
  • increased data security
Sharing, reusing and managing knowledge, experience, and exper tise is easy with M-Files.

M-Files delivers unmatched search and access management capabilities.

Rating: 10 out of 10
March 11, 2022
Verified User
Vetted Review
Verified User
M‑Files
3 years of experience
We used M-Files as a general backend for multiple completely custom deployments aimed at delivering value to our customers, specifically in the industrial asset management segment. M-Files supports our custom product via its advanced document search and sharing capabilities, and acts as the main database for most of the data that is being handled in our deployments.
  • Any and all search across all objects
  • Access management capabilities
  • Accessibility across multiple device types
M-Files is in my experience the absolute best document management system currently in existence. It allows for extreme flexibility to suit the needs of any organization, especially in access management. I have never seen a system other than M-Files that delivers the same functionality in document search and access management.

You are on the right path to a user-friendly product

Rating: 8 out of 10
March 11, 2022
JI
Vetted Review
Verified User
M‑Files
10 years of experience
All our business agreements are in M-files. Problems: Search capabilities within M-files are unclear. There's too much metadata to use it user-friendly.
  • Always available (Saas)
  • No lost of data (Backups are done)
  • Performance (Saas and desktop)
Good:It is stable, Bad: difficult to use for search purposes and duplicate information via meta data.

M-Files - Easy document management, easy life.

Rating: 8 out of 10
March 10, 2022
Verified User
Vetted Review
Verified User
M‑Files
5 years of experience
M-Files serves as the document hub for our sales and projects. The scope of our use case is fetching data from external cloud apps (sales, forecasting, and CRM).
  • Document hub/center
  • Views (based on roles)
  • Search
  • They make it rather painless to re-think and re-do metadata or an information structure
It is hard to sell an M-Files roll-out for new opportunities due to the lack of new joiners' offerings and support. Otherwise, M-Files is an easy, no fuss, and stable information and document management system.

Great product to documentation

Rating: 9 out of 10
February 09, 2022
VJ
Vetted Review
Verified User
M‑Files
5 years of experience
In Finnfund, we are using M-files for our business-critical documentation. All of our customer data is stored in M-files. We have connected our CRM solution in M-files to make it easier to use metadata in our documentation. We also have another M-files instance in which we store our agreements. It is pretty useful when it alarms us if the agreement is ending. All company financial data is archived to M-files too.
  • Connectivity to other solutions
  • Data sharing
  • Easy to use
  • Works pretty well together with Office 365
The combination of CRM and M-Files works great especially if you use Dynamics 365 CRM. Datawarehouse integration works very well.

Decreased dependency on paper based processes.

Rating: 9 out of 10
May 19, 2021
GM
Vetted Review
Verified User
M‑Files
3 years of experience
M-Files is used as our major document management tool. It is being used in our organization to store large amount[s] of data to provide a central repository for all our interlinked departments to access data whenever they need it. It is automating all our workflows and eliminating the need for a paper-based system. And the management of complex data is efficient.
  • Quick access of information with up to date data.
  • Easy to use interface that makes using the features and functionalities simple.
  • Integrates seamlessly with our existing systems.
  • High speed in upload and download of files.
I recommend this software to small and large organization that require efficiency and [want to] get rid off paper based processes that consume their time. It is a great tool for organization[s] dealing with huge amount[s] of data for efficient operations.

M-Files review

Rating: 7 out of 10
May 16, 2021
AR
Vetted Review
Verified User
M‑Files
12 years of experience
We use it to become a paperless office. It is mainly used to record invitations to tender and, then, if accepted, to manage the contract from inception to completion.
  • Easy to track contracts.
  • Easy to record and price variations.
  • Easy to keep a record of progress claimed.
It works for our vompany except for this inability to access the admin vault.

M-Files is best content management product

Rating: 9 out of 10
May 09, 2021
Verified User
Vetted Review
Verified User
M‑Files
10 years of experience
M-Files being an enterprise management product is used in many of our daily activities. We also use this as a test management and issue tracking application. It is used by the whole organization. Mainly it helps in managing documents in an easier way with the metadata concept.
  • Metadata based document management system.
  • Effective searching of documents.
  • Workflow based process.
  • Inbuilt e-signing feature.
  • Add-ons to Microsoft Office application.
  • Applications to customize based on the business needs.
  • AI based suggestions.
In the available document management software, M-Files suits most of the business needs. It has a lot of good feature inbuilt that makes document management easier for any organization. Basically, if you are into the application then we need not want to go out of the application for any document management activity and it provides good connectors to Microsoft application that also makes easier with editing the documents.

M-Files did not work for our law firm

Rating: 1 out of 10
November 14, 2020
JK
Vetted Review
Verified User
M‑Files
3 years of experience
After a long and exhaustive search, our law firm decided to purchase and use M-Files to manage our case files back in 2017. It was a long three years. Although M-Files is a capable document management system that presumably works well for some industries, it did not work well for our firm. We wound up deciding to eat our investment and abandon the product this month. We did so for several reasons, but the deal-breakers were
  1. the inability to easily and intuitively store large batches of documents, such as multiple document production sets, in the system
  2. the total lack of support from M-Files.
  • Good integration with Microsoft Office applications
  • It is relatively fast
  • Metadata structure can be adapted to fit each company's unique environment
In my opinion, M-Files is not well suited for law firms that want to use it to manage case files (as opposed to managing individual documents).

M-Files is Great and Reliable for Our Hospital System's Policies and Forms. See What They Can Do for You!

Rating: 10 out of 10
June 09, 2020
PA
Vetted Review
Verified User
M‑Files
2 years of experience

M-Files holds the policies and forms for our hospital system. It is used by all associates/manager's/physicians within Catholic Health. Our M-Files account was created and designed for the needs of our hospital system. It is a very reliable system with easy access for our users. The search capability is extremely fast and reliable. When an associate needs immediate access to a policy or form, it is readily available. This is critical since we have surgery consents on this system as well as many other policies and forms and our five hospitals rely on these documents to function.

From an administrator's view, this system was created by working with M-Files so we have everything that is required, such as the documented date and time stamps for pathologists approvals on our policies, easy access to all versions of each policy, more than one version of a policy visible at a time for training purposes, and excellent customer service.

  • 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.
For Catholic Health, M-Files has been a huge success. We have around 27,000 documents on this system and it's an extremely easy system to use and a great resource for our end users. It's hard when you make the decision to change vendors and need to pick a new system. There are a lot of companies out there offering their services and promising you everything but when it comes down to it, not all can provide what was promised. I honestly don't think we could have picked a better system for us. We had a few glitches in the beginning because we thought we had 10,000 policies and forms, but when we went to transfer them over, we really, at that time, had 25,000 documents because we had the previous versions that were required to be retained. When creating this system, there was tremendous time spent on our special requirements, and it is well worth that time spent to make a system that is exactly what is required for your company, and I think we accomplished that. Honestly, Strickland Solutions has made enhancements to our system since it was created to increase the quality of our system. I think it's endless what can be done by the programmers. They have always been able to come up with a solution for us. As far as scenarios that are less appropriate, we only asked for a presentation based on our needs but it seems like M-Files could create a system for anything based on the amazing skill of the programmers.

M-Files has my recommendation

Rating: 10 out of 10
June 02, 2020
AM
Vetted Review
Verified User
M‑Files
1 year of experience
We use M-Files across the whole company. We have an ERP system that is built on M-Files, so we use it widely for production, quality, and purchasing. Basically all documentation is stored and handled in M-Files. We also use its workflows to manage production flows, purchase orders, agreements etc.
  • Document versioning is very easy and you can easily come back to earlier version
  • You can define, which metadata is needed to each document type. This makes saving with correct metadata easier.
  • Document sharing is easy and you can select, if you want to share a certain version or the newest one.
I think practically everyone can benefit from M-Files. It is especially suitable for those companies that have multiple locations. With M-Files it is easy to share documents and make sure that everyone has the most updated one. If you want to keep things simple, you can replace old folder-based file system with M-files. However, if you want more complex system, that is easy to build.

M-Files Review

Rating: 7 out of 10
May 22, 2020
Verified User
Vetted Review
Verified User
M‑Files
4 years of experience
M-Files is used across the organization for document management.
  • Workflow
  • Version history
The M-Files workflow feature is fantastic, and a lot of our departments use this feature to review/approve various documents.

The metadata feature is a concept that is lost on a lot of people, so there is a big learning curve when new folks start using it.
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