M-Files Professional

M-Files Professional - Easy and Powerful Document Management Software

M-Files is a powerful yet easy to use document management software application that solves the problems of managing, finding, and tracking documents and information in companies and organizations of all sizes.

M-Files helps businesses succeed in today's fast-paced information-intensive environment by improving efficiency and workflow, maximizing information reuse, eliminating redundancy and avoiding conflicts and data loss.

M-Files Top Ten Benefit List

 
 
1. Easy to Use Windows Interface
  • Integrates with Windows Explorer - instantly familiar to everyone.
  • The document repository appears as a virtual disk drive.
  • Drag and drop documents, e-mail messages, and other files into M-Files, or vice versa.
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2. Get Control of Your Documents
  • Check-out and check-in operations eliminate the problems of simultaneous changes.
  • Preserves old versions automatically.
  • Records a change log with usernames, timestamps, and comments.
  • Automatic naming and numbering options.
 
3. Fast Search and Dynamic Views Save Time Every Day
  • M-Files helps you find the right documents instantly by typing words in the search box.
  • Dynamically view documents in any hierarchical structure you choose.
  • Make the same document available from multiple folders without creating copies.
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4. Independent of Location
  • Remarkably fast over remote connections.
  • Traveling users can view, create, edit, and store documents in offline mode, with automatic synchronization.
  • Enable M-Files Web Access to make documents available to anyone with a Web browser, including Mac and Linux users.
  • Replication speeds up document handling in geographically separate facilities.
 
5. Security
  • Control data visibility; hide sensitive documents while maintaining a single storage location.
  • Simple options and customizable permission settings reduce the risk of human error.
  • Compatible with Active Directory.
  • Electronic document management system automatically schedules backups of all data.
 
 
 
6. Collaboration and Workflow
  • E-mail notification of new and modified documents.
  • Simple assignments for ad hoc collaboration.
  • Basic and advanced workflow capabilities for formal processes.
 
7. Customizable Vault and Metadata
  • The M-Files electronic document management system provides the most advanced metadata structure capabilities available, including multi-select lists and filtered fields.
  • Relationships between documents, use of collections, and templates.
  • More than documents: Manage client and project data or virtually anything by defining your own object types.
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8. Simple Installation and Implementation
  • Straightforward installation, ideal for implementing a document management system on your own.
  • Drag and drop existing files into M-Files.
  • Does not require dedicated IT staff.
  • Professional implementation assistance and consulting services available to customers anywhere in the world.
  • M-Files is also available as a hosted service.
 
9. Connections to Other Systems and Customization
  • Define an active link with external databases such as CRM, ERP, Accounting, and billing systems.
  • Import and link files from existing network shares.
  • Input paper documents from any scanners and multi-function devices.
  • Import e-mail messages from your mail server.
  • Use M-Files API to meet special integration needs.
 

10. Application Integration and Support for All File Formats

  • M-Files integrates seamlessly with all Windows applications including Office apps, CAD, accounting and inventory solutions, etc., allowing users to access data vaults with standard File commands such as Open, Save, Save as, etc.
  • M-Files also supports all file formats, such as standard Office documents like Microsoft Word, Excel, etc., PDF files, CAD models and drawings, images, scans of paper document, and emails and attachments.



Powerful Document Management Software M-Files Professional and M-Files Express
 
M-Files is a powerful document management software application that enables you to easily organize and manage all of your documents and information.
With M-Files any document or information can be organized, managed and tracked, including:
  • Standard Office documents including Microsoft Word, Excel, PowerPoint, as well as other documents
  • PDF files
  • CAD models and drawings
  • Pictures on image files such as JPG, GIF, BMP, etc.
  • Emails and email attachments
  • Scanned or faxed paper documents
  • Any other document, file or information, such as:
    • Customers, Contacts, Employees, etc.
    • Equipment and products, such as computer or a medical device
    • Tasks, Actions, and more...

How The Download Works

Download

Register for your FREE trial version

Contact us for a free 30-day trial of M-Files Professional, including all of the features, with no limitations! You can easily convert this time-limited full version into a free version, M-Files Express, after 30 days.

DSE Oil & Gas - Extracting more from ERP

DSE Oil & Gas
Energy
Document Mangement integrated with ERP

Oil & gas engineers link ERP system to MFiles for airtight document management

When Nanco Eelman and Richard Keijser started Dutch Separation Engineering (DSE) Oil & Gas a little over a year ago, one of the first steps was to purchase an ERP system. They knew that an Enterprise Resource Planning (ERP) application was important for managing the planning and financial details of the separation engineering and power quality engineering projects but they knew they needed something more.

M-Files for Microsoft Dynamics CRM

The Easiest Document Management Solution on the Market is Now Integrated with Microsoft Dynamics CRM 2011 and Dynamics CRM 2011 Online.

Customer-related documents, such as proposals, presentations, contracts, purchase orders, invoices, quotes, and emails, are a key part of customer relationship management. M-Files integrates seamlessly with Microsoft Dynamics CRM 2011 Online as well as Dynamics CRM 2011 on-premise installations, enabling users to easily tag (or attach) documents to Dynamics CRM 2011 objects such as accounts, leads, contacts and opportunities.

Once tagged, it's then simple and fast to locate any important customer-related document directly from the Dynamics CRM 2011 user interface, or with the instantly familiar Windows Explorer interface of M-Files without having to launch the Dynamics CRM.

M-Files for Microsoft Dynamics CRM is easy to setup and configure without requiring a major implementation project or a significant investment of time and IT resources. M-Files is available in both cloud and on-premise versions.

M-Files for Salesforce CRM

M-Files adds state-of-the-art document management capabilities to Salesforce CRM! Customer-related documents, such as proposals, presentations, contracts, purchase orders and emails, are a key part of customer relationship management. M-Files for Salesforce CRM enables you to easily tag (or attach) documents to Salesforce CRM objects such as accounts, leads, contacts and opportunities. Once tagged, it's then simple and fast to locate any important customer-related document directly from the Salesforce CRM user interface, or with the instantly familiar Windows Explorer interface of M-Files without having to launch the Salesforce CRM.

M-Files for Salesforce CRM is available in both cloud and on-premise configurations, and it is easy to setup and configure without requiring a major implementation project or a significant investment of time and IT resources.

M-Files 7.0

 

Technical Data Sheet

 

M-Files Server:

-          Windows 7

-          Windows Vista

-          Windows XP

-          Windows 2000

-          Windows Server 2003 (recommended)

-          Windows Server 2008 (recommended)

-          Windows Server 2008 R2 (recommended)

 

M-Files Client:

-          Windows 7

-          Windows Vista

-          Windows XP

-          Windows 2000

-          Windows Server 2003

-          Windows Server 2008

-          Windows Server 2008 R2

 

M-Files 7.0 is available in both 32-bit and 64-bit versions.

Mac and Linux users can access M-Files via a browser-based interface. Enabling M-Files Web Access requires IIS and ASP.NET 2.0 or later on the server.

 

Processor and RAM Requirements (M-Files Server)

 

Minimum:

Intel Pentium III, 800 MHz 512 MB of RAM

 

Recommendations for up to 50,000 documents:

1 or 2 Intel Xeon processors 4 GB of RAM RAID-1 or RAID-5 disks

 

Recommendations for up to 1,000,000 documents:

2 or 4 Intel Xeon processors 16 GB of RAM RAID-1 or RAID-5 disks 64-bit operating system

 

Recommendations for more than 1,000,000 documents:

4 Intel Xeon processors 32 GB of RAM RAID-1 or RAID-5 disks 64-bit operating system

Consult Motive Systems for requirements and best practices in environments with more than 1,000,000 documents.

Disk Space Requirements (M-Files Server)

 

Metadata database:

Local hard disk drive. 2 GB of disk space for 100,000 documents. 20 GB of disk space for 1,000,000 documents.

Consult Motive Systems for requirements and best practices in environments with more than 1,000,000 documents.

 

File data:

Local hard disk drive OR network file server. Sufficient disk space for storing the document files.

M-Files uses a binary delta algorithm to process old versions of document files. This reduces the disk space consumption of old file versions considerably.

Administrators can free disk space by archiving or destroying old versions.

 

Database Engine and Data Storage

M-Files Server includes Firebird Embedded, a powerful SQL database engine. Firebird is the default database engine of M-Files. The purchase of additional database software is not required. When using Firebird as the database engine of M-Files, the metadata of documents and other objects will be stored in a SQL database. The data files of documents are stored in the file system of the server.

Optionally, Microsoft SQL Server 2005 or later can be used as the database engine of M-Files. The supported editions of Microsoft SQL Server are Standard and Enterprise. When using Microsoft SQL Server as the database engine of M-Files, all data of the document vault is stored in the SQL Server database. Only some secondary data, such as search indices that do not need to be backed up, are stored outside of the SQL Server database. All important data of the document vault are thus stored in the SQL Server database: both metadata and file data.

M-Files uses Unicode and thus supports storing and finding data in East Asian languages, too.

 

Network Communication

M-Files Client installations communicate with M-Files Server via TCP port 2266 (configurable).

Web clients use HTTP or SSL (configurable).

Network Address Translation (NAT) networks: Supported

Virtual Private Networks (VPNs): Supported

 

Special Environments

M-Files is compatible with the following special environments:

Terminal Services, Citrix, Linux file servers, Novell networks

 

64-bit Support

M-Files is compatible with 64-bit editions of Windows, such as Windows XP x64 and Windows Vista x64. Both M-Files Server and M-Files Client can be installed and used with 64-bit editions of Windows.

 

User Authentication

M-Files supports two authentication methods (can be mixed):

-          Windows authentication: Users are authenticated using their Windows account names and passwords. Login accounts can be imported from Active Directory (LDAP).

-          M-Files authentication: Users are authenticated with usernames and passwords that are specified within M-Files.

 

Database Connections

M-Files Server can be integrated with existing databases, such as CRM and ERP databases. All databases with an OLE DB or ODBC driver are supported (includes SQL Server, Access, Oracle, and MySQL).

 

Application Programming Interface (API)

M-Files includes an ActiveX/COM API. Supported languages include VB.NET, C#, Visual Basic, VBScript, and C++.

 

Backups and Maintenance

M-Files supports scheduled full and differential backups.

When using Microsoft SQL Server as the database engine of M-Files, document vaults are backed up using the management tools of Microsoft SQL Server. Any backup system that is compatible with Microsoft SQL Server can be used.

M-Files automatically optimizes the vault database once a week. No other regular maintenance is needed.

 

Technical Inquiries

Send technical inquiries to info@hostaccess.nl

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