M-Files review
April 04, 2019

M-Files review

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with M‑Files

M-Files is in use in the whole organization. We use it mainly in document management but with the M-Files objects we are able to create relations between documents and objects which are for example imported automatically from our ERP-system. This allows us to for example import customers from our ERP and then when creating a document relate the new document to the customer with metadata. We use it also for orders, quotes and parts just to mention a few. This allows us to access/find documents more effective than before.

Pros

  • Object & document relations
  • Finding documents & objects
  • Workflows for classes
  • Metadata behind documents & objects (is the key to search & discover documents)

Cons

  • After sales customerS accounting could be done more professionally.
  • There could be more "ready-made" models for different types of usage and these could be included in the main product.
  • For example: A company can have more than one Vault and when implementing the customer could choose from a base structure to implement on a vault (HR, Sales, Quality, logistics...). This should all be included in the main product.
  • Before M-Files documents were spread out to two different "systems" and documents were difficult to find. With M-Files finding documents became efficient.
  • Document revisions and maintaining revisions is improved after implementing M-Files.
  • Importing data from ERP-system to M-Files
  • Importing data from Solidworks. With this integration, we are importing structured metadata directly to parts (imported from ERP to M-Files). We are managing revisions in Solidworks and when importing again to M-Files a new revision is created to M-Files. This integration helps us to share data from design to organization and users can find reliable data that they can trust. Earlier the correct revision was difficult to find.
I think M-Files fits in quite well for large scale needs to manage documents and also to create relations for documents to objects imported from for example an ERP. If a customer uses something else other than a Windows-based ecosystem it might create some issues. Otherwise M-Files is probably a good choice for managing documents.

M‑Files Feature Ratings

Comments

  • Valerie Jackson | TrustRadius Reviewer
    Thank you for your review. We appreciate you taking time to provide this valuable feedback regarding your M-Files solution!

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