M-Files is the Document Management Solution We Needed
Matthew Sirois | TrustRadius Reviewer
October 08, 2018

M-Files is the Document Management Solution We Needed

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with M-Files

M-Files is being used across multiple departments as a library for raw material and packaging specification documents. It is also being used to manage a number of workflows related to those documents, as well as the onboarding process for new record creation in our main ERP system.
  • M-Files offers fantastic document management capabilities that solve virtually all of the issues associated with managing document libraries in a traditional folder structure. Version control and document history, the ability to classify documents such that they appear in multiple views, and the excellent access control are all tools we can no longer live without.
  • M-Files is extremely customizable without requiring a deep technical background. Basic administrative functions can be learned with relative ease.
  • User support for M-Files is top notch.
  • M-Files lacks the ability to audit for users who have never accessed it.
  • M-Files has greatly improved our ability to manage a large library of raw material and packaging specification documents. General users now have simplified and improved access to these critical documents, and we have gained a greatly improved ability to manage and maintain this library going forward. This has meant significant time savings and improvements in efficiency in multiple functional areas.
  • M Files has afforded us the ability to develop processes and workflows on the fly. M-Files is particularly well suited to the development of processes, since it is easily updatable and generally quite flexible. This has proven to be of great benefit in instances where our organization lacks an established process in the first place, as it allows us to experiment and develop one organically.
M-Files has improved our ability to access documents and to control access to those documents. We have not as of yet tied M-Files directly to any external systems.
The most basic levels of access control in M-Files have been sufficient for our purposes, and have represented a significant improvement over what was otherwise available in a tradition folder structure on a server.
We are not currently housing documents against which we would be audited in M Files, however it is easy to see how version control and document history in M-Files would be of tremendous advantage in these situations.
M Files is faster, easier, and overwhelmingly more well-liked by our average user than SharePoint.

M-Files is specifically well suited for document management, especially when the population documents are significant. When the number of documents is small, that advantages of using M-Files may be offset by the need to setup an appropriate document type and metadata structure.

M-Files is also excellent at managing customized workflows.

M‑Files Feature Ratings

Content capture & imaging
Not Rated
File sync, storage & archiving
9
Document management
10
Records management
10
Content search & retrieval
8
Enterprise content collaboration
8
Security, risk management & information governance
8
Contract lifecycle management
Not Rated
Automated workflows
8
Artificial intelligence
Not Rated