A wonderful document management system.
September 21, 2018

A wonderful document management system.

Alan Lampe | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with M-Files

M-Files is used in several departments. We scan in various documents, tag them and retain them as historical records. It is easier to find the file in M-Files than search through paper files.
  • It indexes a wide range of documents easily.
  • It allows for custom designed tags.
  • It is easy for me to use.
  • When tagging an Excel spreadsheet of names, I add the person to the tag. If the person is new, M-Files wants to add the new person. The new user window pops up in the middle of the screen every single time. I have to move it out of the way to see the data behind it. M-Files needs to be able to retain the location of where I move a window so that it opens where I want it to, and not right in the middle of the screen, right on top of the data that I need to enter.
  • Wish it had an OCR option.
  • M-Files is very efficient in looking up past invoices. It is also then easier to share, as opposed to putting another piece of paper on someone's desk and with a sticky note marked urgent. You can email the file right from M-Files.
  • With the scanning we have done, we have eliminated a lot of paper records.
  • Microsoft Office is the only system we have integrated M-Files with.
With the M-Files plug-in installed, we can save files right to M-Files from any Microsoft Office application. This was really easy to achieve.
We have not used any other document management system. N/A
M-Files is well suited to retain your invoices, orders, employee information and more. With custom-designed fields for tagging, you have the option to input as much, or as little data you want.

M‑Files Feature Ratings