M-Files Features

M-Files

Document Management Software

4.24/5 (172 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Active Directory Integration
Approval Process Control
Archiving & Retention
Audit Management
Audit Trail
CRM
Collaboration Tools
Commenting/Notes
Compliance Management
Compliance Tracking
Content Library
Content Management
Customizable Templates
Data Import/Export
Data Migration
Data Retention Management
Digital Asset Management
Digital Signature
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
ERP
Electronic Signature
Encryption
File Conversion
File Recovery
File Sharing
Forms Management
Full Text Search
HIPAA Compliant
Historical Reporting
Indexing
Information Governance
Match & Merge
Metadata Management
Mobile Access
Multimedia Archiving
Offline Access
Optical Character Recognition
Preview Functionality
Projections
Real Time Synchronization
Records Management
Reporting/Analytics
Search/Filter
Storage Management
Tagging
Third Party Integrations
Version Control
Workflow Management
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API
Access Controls/Permissions
Active Directory Integration
Approval Process Control
Archiving & Retention
Audit Management
Audit Trail
CRM
Collaboration Tools
Commenting/Notes
Compliance Management
Compliance Tracking
Content Library
Content Management
Customizable Templates
Data Import/Export
Data Migration
Data Retention Management
Digital Asset Management
Digital Signature
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
ERP
Electronic Signature
Encryption
File Conversion
File Recovery
File Sharing
Forms Management
Full Text Search
HIPAA Compliant
Historical Reporting
Indexing
Information Governance
Match & Merge
Metadata Management
Mobile Access
Multimedia Archiving
Offline Access
Optical Character Recognition
Preview Functionality
Projections
Real Time Synchronization
Records Management
Reporting/Analytics
Search/Filter
Storage Management
Tagging
Third Party Integrations
Version Control
Workflow Management
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API
Access Controls/Permissions
Active Directory Integration
Approval Process Control
Archiving & Retention
Audit Management
Audit Trail
CRM
Collaboration Tools
Commenting/Notes
Compliance Management
Compliance Tracking
Content Library
Content Management
Customizable Templates
Data Import/Export
Data Migration
Data Retention Management
Digital Asset Management
Digital Signature
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
ERP
Electronic Signature
Encryption
File Conversion
File Recovery
File Sharing
Forms Management
Full Text Search
HIPAA Compliant
Historical Reporting
Indexing
Information Governance
Match & Merge
Metadata Management
Mobile Access
Multimedia Archiving
Offline Access
Optical Character Recognition
Preview Functionality
Projections
Real Time Synchronization
Records Management
Reporting/Analytics
Search/Filter
Storage Management
Tagging
Third Party Integrations
Version Control
Workflow Management
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Mobile apps

iOS App


4 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


337 reviews

M-Files Feature Reviews

25 reviewers had the following to say about M-Files's features:

Dilip R.

User Interface

2017-04-27

My only negative feedback would be that there is no built it UI designer.

Pros

Workflow and Document Management capability

Cons

Lack of User Interface customisation.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering M-Files

In the forms, there should be an ablity to multiple objects the same way you can add multiple stings or numbers.

Source: Capterra
Helpful?   Yes   No
Read more
Ravi T.

A perfect Content Management System

2019-06-25

For the company right now, M-Files works and Management can access documents easily.

Pros

It makes it easier for us to share documents. The workflow feature is quiet robust and if thought out well can replace manual approval processes.

Cons

We have to pay for Electronic Signature and If I want Digital Signature I have to pay 3rd party for the signature account and then M-Files for the integration.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from M-Files


Hello Ravi, we are happy to hear that you find value in the M-Files workflow feature. I would also like an opportunity to discuss the other areas of your review where M-Files is not performing as you wished. If you are open to a conversation, please contact me. Thank you.

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Alvaro M.

Central Digital Repo

2019-03-29

We are slowly in the process of digitizing our workflows and simple business processes like forms approvals and routing of papers through the management team members.

Pros

I love the seamless integration with Microsoft products (Office, Outlook, File Explorer) as there are quick buttons for upload, and the usual cut&paste, drag&drop also works. 2.

Cons

We initially had some trouble with integration with our Active Directory for a unified username/password management. We had to go through the documentation (which some are not so up to date), and the vendor we had was not so helpful either.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Civil Engineering company, 1001-5000 employees)

Online Storage and Easy Information Transfer

2021-02-18

It can also be used for document sharing and version control.

Pros

It is an easy-to-use and powerful document management system that facilitates the management, finding and tracking of documents for companies of all sizes.

Cons

It creates synchronization problems in places where the internet connection is not reliable and there may be version problems.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from M-Files


Hello,
Thank you for taking the time to complete this review. We value your time and appreciate the score!
Again, thank you and we look forward to your continued business!

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Corey M.

Good Document Management Solution for most businesses

2017-04-28

Learned what we did and did not want in a Document/Content Management Solution.

Pros

Fully customizable to however you want to track your documents and tag your metadata.

Cons

Many in the office are used to and prefer the windows folder structure and found that our method of tagging metadata and the general UI experience to be too time-demanding and different from what they were used to. 3.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

3/10
Source: Capterra
1 of 1 people found this review helpful
Helpful?   Yes   No
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Anonymous
(Automotive company, 10001+ employees)

Not a User-Friendly

2019-11-03

In my company, due to confidentiality of our data, we use this software as a file/document/data sharing platform.

Pros

The only feature that I like about this software is that it's easy to access the database even from mobile phones.

Cons

The user interface is not user friendly and it's extremely slow even for basic operations.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No

Response from M-Files


Thank you for taking the time to share your thoughts. Your feedback is very important to us and I would like to further discuss your experience. Can you please contact me at my contact information that has been provided below? Thank you and I look forward to speaking with you.

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Nicholas P.

Using M-Files in the Legal Department

2017-04-19

We have been reselling M-Files into the corporate and government legal market and have found it to be an excellent document management product.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Automotive company, 10001+ employees)

Data Management System with Really Bad User Interface

2020-05-06

Data management system we use in the company.

Pros

Versioning functions allows you to go back if you made a mistake.

Cons

Also, link sharing etc is very hard.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No

Response from M-Files


Hello and thank you for completing a review of M-Files. From your review responses, you have indicated that you are frustrated around some of our features. We would love an opportunity to speak with you and to offer some assistance around some of the items you have listed. My contact information is provided below, please feel free to contact me anytime. Thank you!

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Alice C.

Authentic and reliable solution for all my files

2019-11-15

In short I would say it’s a great intuitive in terms of document management and also in keeping them in a preferred way as well.

Pros

It has the ability to drag and drop out various important files of my concern from one place to another quite frequently.

Cons

Every feature is so much interesting in it that I couldn’t imagine my life without it now.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from M-Files


Hello Alice, thank you for taking the time to share your thoughts. We are very happy to hear that you find value in M-Files. We sincerely appreciate you and your business! Have a great day!

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Rob K.

Crisp, clean, custom product design and easy to deploy into historical low tech savy organisation

2017-09-01

Improved visibility of process, central repository for document management and a true understanding of process challenges which were previously hidden by paper workloads.

Pros

Great use of the workflow functionality, historical tracking and document management.

Cons

Opened a whole new look at our business document process management. Wish we had found this sooner.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ben B.

M-Files Document Management

2016-12-08

At this point, we've scanned our prior year's documents and we are working through the final details of our workflows. M-Files is a very powerful document management system that's easy to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Ivan D.

M-Files review: excellent product

2017-04-18

We were looking for a comprehensive document management system to allow us the share our key documents.

Pros

Powerful search engine.

Cons

Support not always 100%.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

9/10

Recommendations to others considering M-Files

The change management piece is hard, i.e. helping users move away from the Windows filing system state of mind.

Source: Capterra
Helpful?   Yes   No
Read more
Carol H.

M - Files Review

2017-04-18

It should have more capability to search and export more records.

Pros

User friendly

Cons

Reporting function

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Yossi G.

Extremely satisfied

2017-04-19

About 3 years ago we realized that we must deal with our file situation.

Pros

Very customizable. Easy to navigate and learn Was able to make it work as management solution as well

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Matthew G.

M-Files helped us get our document management under control.

2018-03-13

Pros

M-Files is a fantastic software for getting your file server and document management under control. It helps secure our files and teaches employees to be more careful in what they share due to its classification system.

Cons

It can be a tad bit pricey however it does its job well and once it is deployed you can see the value in the cost.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Oz S.

Pretty solid document management software

2017-04-18

It does sometimes crash when importing certain PDF files but otherwise is good.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Benjamin L.

M-Files more then a DMS

2017-04-18

M-files as a object oriented approach that let you customize the software for any information that you want to manage, i worked with many other DMS and competitor could compete with m-files

Pros

Very Flexible Easy to configure Workflow engine well design Pricing stucture make affordable for SMB or Entreprise

Cons

API document not up to date

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering M-Files

I will recommend to use a third parties integrator instead of M-files direct.

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Mechanical or Industrial Engineering company, 51-200 employees)

Document sharing with M-Files

2019-01-31

Pros

With M-files sharing of files is easy and the usage of metadata makes it easy to find documents that you are searching and to categorize files that you upload/share

Cons

It was somewhat challenging to get all the people to install the client and get people using the software as the traditional way of sharing files needs some change management

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Serge P.

M-Files is a great ECM solution

2017-04-07

We use M-Files for invoice processing, contract management, HR documents and of course also for our workflows. Everybody within our company using M-Files likes it very much.

Pros

Ease of use

Cons

No idea

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering M-Files

Yes, strongly recommended to any entreprise

Source: Capterra
Helpful?   Yes   No
Read more
Neill W.

M-Files is a powerful document management system with a great user interface.

2017-04-28

Huge time savings, improved project management.

Pros

Power - the way metadata can be parsed, re-used, and filtered is a huge benefit for naming conventions and searching and sorting files.

Cons

It would be great if platforms other than WIndows were better supported (Mac, Linux). I would like to see dedicated clients and better Chrome plugin support for non-Windows systems.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Steen M.

Tremendous value from using M-Files

2017-04-14

With M-Files we believe we have increased the value of our company by having all information assembled one place, using standard workflows for all processes including opportunity management, making proposals and contracts using templates and in general just being on top of all information in our company.

Pros

Functionality Stability Price Support Ease of use

Cons

Cannot come up with something

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering M-Files

Spend some time during your 30 day free of charge trial to try the simplicity of setting up M-Files to fullfill your own requirements.

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Automotive company, 10001+ employees)

Overall software for document sharing

2019-06-23

Working with M-Files but having difficulties for storing and reaching files.

Pros

I can reach my files both from inside/outside the company.

Cons

There are no sub-folders that I can store my files easily.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from M-Files


Thank you for your review. We take these very seriously and would like an opportunity to discuss your experience with you. If you are open to a conversation, please contact me at your earliest convenience. Thank you.

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Hilary R.

Excellent solution

2017-04-24

Apart from a few teething issues we have found the software adaptable and easy to integrate. The search function is phenomenal.

Pros

Search, organisation, assignments.

Cons

Would like to be able to get reports more flexibly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Chance A.

Solid Doc Mgmt

2017-04-18

Admin tool is straightforward for archive management.

Pros

full featured

Cons

Automated Import tool is a facepalm.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering M-Files

I'm certain it will get better, just vet hard for your use.

Source: Capterra
Helpful?   Yes   No

Response from M-Files


Thank you for the feedback! We will continue to find ways to improve coordination between the Support and Consulting teams in order to optimize the success of active projects and address technical issues.

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Luke V.

It has really helped our business stream our document management, saving lots of time!

2017-05-23

Save time with document retrieval and looking for files. Tracking document changes.

Pros

Tracking document changes are great.

Cons

You really need a third party company like to help setup automation and workflows to get the full benefits.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more