M-Files Features List

M-Files

Document Management Software

4.42/5 (113 reviews)

M-Files Feature Summary

  • Co-authoring
  • Filters and sort functions
  • Windows Active Directory support
  • M-Files open API
  • Log and audit trail
  • Check-out and check-in features
  • "Full text" and metadata search
  • Automatic version naming and numbering
  • Version management
  • Industry regulation compliance
  • Workflow automation
  • Access permissions
  • Remote mobile access
  • File scanning and capture
  • CRM, Accounting and ERP integrations
  • Shareable links
  • Email notifications
  • M-Files hyperlinks and shortcut
  • Windows applications integration
  • Email notifications
  • Access
  • Access Control
  • Automatic Notifications
  • Collaboration Tools
  • Commenting
  • Customizable Branding
  • Document Storage
  • Drag & Drop Interface
  • File Management
  • Permission Management
  • SSL Security
  • Search Functionality
  • Tagging
  • Third Party Integration

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Commenting (115 other apps)
Communication Management (74 other apps)
Customizable Branding (79 other apps)
Document Storage (109 other apps)
Drag & Drop Interface (91 other apps)
File Management (82 other apps)
Instant Messaging (76 other apps)
Permission Management (100 other apps)
Projections (115 other apps)
SSL Security (95 other apps)
Search Functionality (140 other apps)
Tagging (72 other apps)
Third Party Integration (104 other apps)

Mobile apps

iOS App


8 reviews

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Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

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M-Files Feature Reviews

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

Dilip Rao

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
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Ben Balch

M-Files Document Management

2016-12-08

The ability to tag and search documents is great.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
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Steen Madsen

Tremendous value from using M-Files

2017-04-14

M-Files gives really good value in terms of accessibility of information, security, functionality.

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
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Corey Maxon

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. Tasks and Assignments were a huge plus.

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: Other

Likelihood to recommend

3/10
Source: Capterra
1 of 1 people found this review helpful
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Hilary Robson

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
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Jim Norbury

Gold Business Technologies - Kamloops BC

2017-04-18

Our customers that need a solution are amazed at the power under the hood and the simplicity M-Files offers from the UI.

Pros

Very powerful under the hood and IT department see's great benefits to help manage their day to day issues and information management.

Cons

Haven't found any limitations since the new contract module was launched

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

Recommendations to others considering M-Files

learn the user interface to be able to show clients how simple it is.

Source: Capterra
Helpful?   Yes   No
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Rob Kaletsch

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

M-Files was easy to deploy into organization due to simple UI with a great look and feel.

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
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Carol Henry

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
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Yossi Grunbaum

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
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Nicholas Puschak

Using M-Files in the Legal Department

2017-04-19

Lawyers live in their documents and the integration gives them direct access to both document and matter information.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
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Benjamin Larrivee

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
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Josemaria Gabriel

50-year-old Archives... digitized!

2018-06-28

M-Files is our repository of choice for all our digital assets.

Pros

Our filing cabinet with 50 years worth of archives/documents have been digitally scanned recently, and M-files is our DMS of choice because of ease of use, integration with MS Office, secure vault features, OCR and powerful metadata tagging. Workflow design and implementation are easy since it is done via an intuitive graphical interface.

Cons

Licenses do not come cheap. Just make sure to figure out the best possible license type to your use-case (e.g., Concurrent for offices which can share licenses).

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
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Oz Serpersu

Pretty solid document management software

2017-04-18

Was pretty easy to setup and get working and has a great search feature.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
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Luke Van Lathum

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

M-Files is really easy to use as it integrates directly with Microsoft windows.

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
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Ivan Doumenc

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
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Sherry Bergmark

Next Generation Business Management

2017-04-21

Not only is your data retained better, it is retrieved quicker, work time is reduced exponentially, security is granular and well-protected, and analysis possibilities are endless!

Pros

Retrieval of documents, and analysis opportunities.

Cons

It takes some adjustment to move from a linear filing sensibility to a meta-data driven system.

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

The security features blow other file-sharing software out of the water. There are Federal agencies in the U.S. that really need to consider this software, as of YESTERDAY, over what they are currently using,

Source: Capterra
Helpful?   Yes   No
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Shannon Gwyn

Great Software. Poor Support

2017-04-18

With security in mind I have been unable to limit a users security to a class and project as designed.

Pros

Attaching metadata to documents. Importing objects from external sources.

Cons

Support. Security

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

6/10

Recommendations to others considering M-Files

Be sure you have a full test of software, and you fully understand M-Files abilities and shortcomings.

Source: Capterra
Helpful?   Yes   No

Response from M-Files


Thank you for your input regarding Customer Support and Security. We understand your frustrations related to setting up Single Sign On implementation and have communicated the issues you had with your setup to our development team. Our aim is to always provide excellent customer service and we look for ways to continually improve our processes.

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Matthew Gill

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
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Matthew Lewis

the biggest bang for the buck

2017-04-18

Easy user intuitive interface that allows for dynamic and complex workflow processes.

Pros

I like the direct windows integration

Cons

The granular security settings took some getting used to

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
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Chance Angell

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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Serge Pilet

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.

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
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Neill Walker

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

2017-04-28

Huge time savings, improved project management.

Pros

User interface - it's familiar yet flexible, and very powerful.

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
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Traci Fricker

Generally good but would like to see more functionality particularly with search and view

2017-05-01

Single document repository, simplified document retrieval

Pros

Having a single Repository for our documents and not having to save/search by location simplifies things

Cons

Can't add doc to multi-file by file/save as.

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
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Robert Sherry

IT Supervisor

2017-04-18

Management of Change - Where M-Files users respond to a topic and must be current.

Pros

Reliable, easy to use, a good database program.

Cons

Nothing to mention

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
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Sarah von Innerebner

Wish we had M-files sooner!

2017-03-08

Of course this is facilitated through comprehensive database searches. I have appreciated the ease of use in the M-files interface and the various features that we now have for documents that simply were not present in traditional folder structures.

Pros

-ease of searching -customize features -document version ability -youtube videos

Cons

No prescribed list of document types or a model to play with.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering M-Files

Before deployment, the IT Team needs to work closely with the Records Administration and closely with the end user. Get the end user's input in how they work. We used a Business Analyst for this role in determining the document types which are used in Class. This way, our dozen departments, while performing different tasks, are all using the same taxonomy. -We've built our own in-house manual

Source: Capterra
Helpful?   Yes   No
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