Great product to documentation
February 09, 2022

Great product to documentation

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

Overall Satisfaction with M‑Files

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.

Pros

  • Connectivity to other solutions
  • Data sharing
  • Easy to use
  • Works pretty well together with Office 365

Cons

  • The windows client is sometimes quite slow
  • On small laptop screen it might be hard to use
  • Touchscreen use is not easy
  • Search should be easier

Do you think M‑Files delivers good value for the price?

Yes

Are you happy with M‑Files's feature set?

Yes

Did M‑Files live up to sales and marketing promises?

Yes

Did implementation of M‑Files go as expected?

Yes

Would you buy M‑Files again?

Yes

  • findability of documents
  • data integrity
  • efficiensy improvement
  • Dynamics 365
  • Microsoft Data Warehouse
  • Frends ingeration platform
  • Active Directory
Our integrations are very deep. All of our user information comes from AD. Dynamics 365 gives customer information to our M-files documents as metadata.
Document handling is much easier as in SharePoint. We select M-files because its metadata model fits our needs better, and it is easier to use than SharePoint. You can customize metadata easily and fast.
The combination of CRM and M-Files works great especially if you use Dynamics 365 CRM. Datawarehouse integration works very well.

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