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About M-Files

Everything In One Place

Sometimes finding the right document when you need it seems impossible.

Where was that file saved? Who edited it last? What if it didn’t matter?

M-Files organizes everything in one centralized place based on what it is, so you never have to remember where it’s saved or which version is the right one.

Benefits

Find it fast

Search for and access files however you want – by client, project, date, status or other criteria. It’s completely dynamic, which means you can organize and display information any way you want to. Say goodbye to static folder structures.

Just save it

Adding files and documents to the vault is simple. Just save the document and tell M-Files what type of content it is.

It’s always up-to-date

In M-Files, you always know what is the latest version of the document. We also store the old versions for you automatically.

No more duplicates

With M-Files, the same document can be found many different ways. For instance, a document related to a customer and a project will show up based on the name of the customer, project, or both.

The One And Only Version

Want to make sure that no one modifies a document while you’re editing it? Just check the document out in M-Files to protect it from any changes while you make updates. Checking it back in when you’re done allows everyone to view your changes or make any future edits.

Benefits

Check it out

Check-in and check-out functions, so you can keep track when a file is being edited and who is making changes.

Preserve old versions

Preservation of old versions and the ability to revert back to previous versions is built into M-Files.

Track everything

View a change log of every version of the file that shows which user made edits, when they were made as well as other information about the lifecycle of the document.

Edit simultaneously

Multiple people can co-author a document at the same time. You can even invite external users to the co-authoring session.

Edit shared documents with zero hassles

M-Files simplifies document collaboration and editing. Checking out a document in M-Filesprotects it from being edited by someone else. When you’re done editing, just check it back in and others can see any changes you’ve made. You can also view the history of changes made to a document with a right-click.

Find The Right Content Instantly

Searching for (and finding) information in M-Files is simple and lightning fast. Search by document name, customer, document type, keyword, and more. M-Files even searches inside documents to make sure you can easily find anything you’re looking for. And with efficient local caching, files open fast even with slow and unreliable network connections.

Benefits

Search with any keyword

Looking for a recent invoice or proposal? Just type the related information in to the search field and hit ENTER.

Search inside documents

M-Files features advanced search capabilities, so you can even search the contents of documents – not just titles and metadata.

Relevant results appear first

M-Files automatically ranks search results to make sure the most relevant documents and information appear at the top of the list.

No duplicates

Only the latest of every document is shown in the search results, so you’ll never have to deal with confusing duplicates.

View everything exactly how you want to

No one knows how to organize your stuff better than you. Standard folder-based systems force you to conform to a pre-determined structure — one that might not work for you. M-Files allows you to view all of your documents and information in the way that’s most natural and efficient for you.

See how everything is connected

Every bit of information in M-Files is interconnected. Want to see other invoices from a certain customer or view a related customer’s contact information? M-Files makes it easy to have a full 360-degree view of your entire business.

Access files from any device

You’re not always sitting in front of a computer. Most systems require you to be at the office to be productive. M-Files mobile apps for iOS, Android and Windows give you access to all of your files from any device you’re using.

Instantly Familiar

M-Files integrates directly with the Windows Explorer interface – so there’s no learning curve. You can access the document repository just like a disk drive, and drag and drop files into and out of M-Files in seconds.

Benefits

Guarantee high user adoption

The biggest challenge of deploying a new system is getting everyone to use it. With M-Files, user adoption is never a problem because it conforms to how you work. Manage documents, information and processes without having to consult a user manual. It’s intuitive, accessible from all of the programs you use and it just works.

You already know how to use M-Files

Learning a new system is usually a tough, time-consuming process. Since M-Files looks and feels so familiar, you don’t have to deal with the frustration of learning how to use something foreign.

Save to M-Files from any program

M-Files acts just like a normal drive location, so you can easily save to your vault from any program.

The same interface across platforms

Whether you’re using a Windows PC, Mac or Web Access via a web browser, M-Files looks the same.

Tight Office Integration

M-Files integrates tightly with Microsoft Office. Access data vaults with standard file commands such as Open and Save As.

Benefits

Save to M-Files from any program

M-Files acts just like a normal drive location, so you can easily save to your vault from any program — like Word, Excel or PowerPoint.

Built-in M-Files ribbon

The M-Files ribbon that’s built in to Microsoft Office provides quick access to important functions within Microsoft Office programs. Easily open, save, check in or out and more by selecting the M-Files tab.

Smart folders in Microsoft Outlook

M-Files Smart Folders know exactly what documents are and who they are related to, so you don’t have to manually save emails and attachments to the M-Files vault.

Preview everything in M-Files

M-Files allows you to preview all kinds of documents quickly. The preview pane shows most popular file types, like Word documents, Excel spreadsheets, PowerPoint presentations and PDFs.

Outlook Integration in M-Files

M-Files is tightly integrated with Microsoft Outlook. Easily save emails and attachments directly to your M-Files vault. M-Files Smart Folders know exactly what documents are and who they are related to. Watch how M-Files and Microsoft Outlook help you get things done quickly.

Access M-Files Anywhere

Access M-Files Anywhere

Sometimes work needs to get done when you’re away from the office. M-Files allows you to access any document, anywhere, any time.

Benefits

Native Mobile Apps

With M-Files mobile apps, you can access M-Files repositories from iPhone, iPad, Android and Windows devices. Install the apps on your mobile device from the Apple App Store,Google Play andWindows Store.

Scan documents and receipts

Take a photo of a document or receipt with your smartphone no matter where you are and save it to M-Files using the M-Files mobile app.

eSign from a phone or tablet

M-Files Mobile enables businesses to maintain compliance outside of the office. The eSignature capability integrated intoM-Files allows for regulated businesses to approve and monitor processes… even from a mobile device.

Review and approve from your mobile device

Manage and track business processes while you’re away from the office. M-Files mobile apps allow you to review documents like contracts and invoices and approve everything from your smartphone or tablet.

eSigning

eSigning

M-Files supports signing documents and objects with electronic and digital signatures.

Benefits

Stay compliant

M-Files fulfills the technical requirements for FDA 21 CFR Part 11 and EU GMP Annex 11.

Eliminate unnecessary paper use

Electronic signatures replace the need to print and sign countless documents.

Review and approve faster

Managing and tracking workflows like contract and invoice approvals requires a lot of time. M-Files frees up more hours in the day by automating processes like contract lifecycle management (CLM). Get notified when a document needs to be signed.

Sign from your mobile device

Sometimes work needs to get done when you’re away from the office. M-Files allows you to sign documents – anywhere, any time.

Automated Workflows

Automated Workflows

M-Files automated workflows streamline common business processes (like contract approvals, controlled content, invoicing, etc.) so you can stay productive and ensure compliance. M-Files automatically monitors each step of the workflow process and sends a notification when there’s something that needs to be handled. It’s simple, quick, and built in to M-Files.

Benefits

Review and approve faster

Managing and tracking workflows like contract and invoice approvals requires a lot of time. M-Files frees up more hours in the day by automating processes like contract lifecycle management (CLM). Because M-Files knows who is responsible for every task along the way, notifications are sent automatically.

Automate processes

Manually managing day-to-day processes isn’t a good use of your time. M-Files automates workflows like verifying a new version of an SOP has been reviewed and approved by the management team before it’s provided to employees. That means you can ensure consistency while M-Files verifies that every step in your business process is followed.

See the entire history of everything

All workflow steps are tracked in the version history of each file. Audit-proof your business while gaining full visibility into all of your important business processes.

Learning and development

Managing and tracking learning requirements and training taskscan be a huge task. M-Files allows training assignments to be created, completed and tracked seamlessly. From orientation to new skill development, ensuring employees are trained and prepared is vital for business success.

Document Templates

Document Templates

Eliminate unnecessary recreation of documents with M-Files document templates. Quickly create a template that will fill in information automatically for commonly used documents.

Benefits

Stop recreating documents

70% of documents and files get recreated. M-Files keeps everything organized and makes sure there’s only one up-to-date file, so you never have to remember which version is the right one.

Eliminate mistakes

Recreating documents can create compliance & legal issues because every contract, agreement, or legal document looks different. M-Files helps reduce the risk of unsatisfactory audits and regulatory non-compliance by organizing, recording and automating everything.

Save time

M-Files pre-fills important document fields automatically based on information that’s already in M-Files. You’ll never have to manually enter a customer name, address, or date again.
Make templates for almost anything

M-Files document templates are available for Word, Excel and PowerPoint documents.

Automatic Permissions

Automatic Permissions

Metadata-driven permissions: a revolutionary approach providing unprecedented power and flexibility for user access control management.

Benefits

Permissions based on what something is instead of where it’s stored

With M-Files, you can set access permissions for entire classes of documents and data objects, as well as individual documents and objects, and even for different versions of the same document or object – including assigning roles that give different levels of access to different users or user groups, such as managers.

Focus on the important stuff

Your time is precious. The last thing you need to worry about is spending time manually establishing employee access rights to company information. M-Files reduces the demands for IT involvement by enabling those closest to the business need to easily configure the system to meet their requirements.

Secure content while making it accessible

It’s important to keep your content safe while making sure everyone in your company has access to the files and information they need. Permissions are set automatically and dynamically in M-Files. Automate data security and accessibility for everyone.

Flexible organizational permissions

If there is a management or organization change, changing the supervisor of the employee in M-Files allows all related documents to become visible to the new supervisor.

Instant IT Support

Let our engineers access your screen and resolve your IT issues with our online remote support and collaboration portal. You can install a client for permanent support, join a public session or start a new session...

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NHS Scotland Supplier

Business telecoms solutions for surgeries, hospitals and medical centres. Resource Telecom can provide your practice or hospital with a quality business telecoms solution that is guaranteed to make communication with staff and patients a thing of ease...

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Free System Evaluation

To keep up with the latest technology, improve your productivity and customer service, a free system audit and evaluation will help you make sure your communications are working harder for you. To arrange yours email or call us today on 08451 800 400

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Our guarantee

All solutions provided by Resource Telecom are guaranteed to be future-proof; a great advantage to both public and private sector health firms who are looking to control their budget and gain a long-term asset.

Customers, partners & accreditations

Partners Logos

Panasonic Business Solutions Centre for both ISDN & Voice Over IP (VOIP) Telephone Systems. Mitel Partners. Horizon from Gamma Partners.