M-Files - Easy document management, easy life.
March 10, 2022

M-Files - Easy document management, easy life.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with M‑Files

M-Files serves as the document hub for our sales and projects. The scope of our use case is fetching data from external cloud apps (sales, forecasting, and CRM).
  • Document hub/center
  • Views (based on roles)
  • Search
  • They make it rather painless to re-think and re-do metadata or an information structure
  • It is hard to stage changes in a controlled manner (test environment -> production)
  • Mostly manual administration of changes
  • Competitive offering to onboarding new customers

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

  • We are amazed by its ease of use and having documents in place without a fuss
  • M-Files' metadata management with access control is hard to match
  • Getting compliance and records management with the dynamic transition of workflow states in metadata rules and version control
  • Sales and forecasting
  • CRM and supplier list
It is too advanced. The depth of integration includes coding in Visual Studio and fetching JSON objects via API.
Microsoft 365 (formerly Office 365)
It is hard to sell an M-Files roll-out for new opportunities due to the lack of new joiners' offerings and support. Otherwise, M-Files is an easy, no fuss, and stable information and document management system.

M‑Files Feature Ratings