Make it easier and safer
May 13, 2020

Make it easier and safer

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

Overall Satisfaction with M‑Files

M-Files is used in the whole company as the main document handling system. With meta data all contracts are classified and saved.

Pros

  • Metadata classification helps to find the correct document or all equivalent items.
  • Version method of one document helps to get rid of different documents that are hard to recognise ("final. FINAL").
  • Documents can be defined by different Permissions and confidentiality level. Well appreciated feature by our customers.
  • Interface (API) from our CRM system produces the metadata structure to M-Files.

Cons

  • Scanning settings from multiprinter directly to M-Files should exist by default.
  • The number of documents grow hard to manage. I have not found assisting feature to pack or separate historical data.
  • Efficiency for first 5 years.
  • Improvement from the start has been average.
  • Compliance and safety requirements are fulfilled.
  • CRM
  • ERP
  • e-Signature
For filing of individual documents and document classes M-Files is unbeatable.
If there is need to save folders or files with numerous different types of documents the saving is tedious and time consuming.

M‑Files Feature Ratings

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