DOCUMENT ACTIONS

  • Work with barcodes, watermarks, and images
    Automatically add and read barcodes, or add or remove watermarks and images.
  • Encrypt and decrypt files
    Automatically encrypt and decrypt files in M-Files.
  • Work with electronic and digital signatures
    Automatically add signatures and digital certificates to your documents.
  • Gain more control over your PDF files
    Merge, split, convert, undo conversion, and revert to the original document.
  • Sync data between Excel or Word with M-Files
    Populate Excel cells and Word files or read data from Word/Excel and update/create objects in M-Files
  • Perform advanced file export/import
    Import files from SFTP or file share and read associated metadata. Export files and metadata. Zip/unzip documents
  • AI and ML classification and metadata extraction
    Use the power of AI and Machine Learning to automatically classify and extract important documents

OBJECT ACTIONS

  • Automate object creation and duplication
    Create and duplicate objects from templates and sync between vaults.
  • Validate objects and metadata
    Control object permissions and validate related objects and metadata
  • Control object numbering and versioning
    Define any custom object versioning and numbering formats

INTEGRATIONS

  • Advanced SQL integration
    Set property values from SQL, call stored procedures, execute SQL functions and more
  • REST/HTTPS integrations
    Keep systems in synchronization using HTTPS and REST API
  • Office 365 and Microsoft Azure integration
    Use Azure or Office 365 services to exchange the data with M-Files

REPORTING AND ANALYTICS

  • Create reports from M-Files data
    Define the data set and create reports (Excel, Word,...) Schedule or user triggered.
  • Export M-Files data for process analysis
    Export M-Files data in event-based format for process analysis

PROPERTY OPERATIONS

  • Automatically set property values
    Use prebuilt expressions like Math, Date, Regex, and other operations
  • Copy and set property values
    Set properties on objects or copy from other based on different rules and triggers.
  • Count and math operations on related objects
    Enumerate related objects and apply math operations on properties

NOTIFICATIONS

  • Send emails to external parties
    Send branded emails to external parties based on predefined rules.
  • Send emails with attachments
    Define which documents you want to automatically attach to your emails.

UI

  • Embed web pages in M-Files
    Display external reports and web pages directly in M-Files tabs