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Solutions
- 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 and Word files or read data from documents to 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.
  
  Extend AI capabilities in M-Files
  Use AI to automatically classify documents, extract metadata, create related objects, route workflows, and generate new 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.
  
  HTTP integrations
  Keep systems in synchronization using HTTPS and REST API.
  
  Microsoft 365 and Microsoft Azure integration
  Use Azure or Microsoft 365 services to exchange data with M-Files.
  
  REPORTING AND ANALYTICS
  
  Create reports from M-Files data
  Define the dataset and create scheduled or user-triggered reports in multiple formats.
  
  Export M-Files data for process analysis
  Export M-Files data in event-based format to analyze processes.
  
  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.
  
  No-code app builder
  Create custom business applications without coding
Products
Pricing
Resellers
Resources

Get started free

📢 New on-demand webinar: Extend AI capabilities in M-Files without coding! WATCH NOW

Solutions
Products
Pricing
Resources

Solutions
- 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 and Word files or read data from documents to 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.
  
  Extend AI capabilities in M-Files
  Use AI to automatically classify documents, extract metadata, create related objects, route workflows, and generate new 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.
  
  HTTP integrations
  Keep systems in synchronization using HTTPS and REST API.
  
  Microsoft 365 and Microsoft Azure integration
  Use Azure or Microsoft 365 services to exchange data with M-Files.
  
  REPORTING AND ANALYTICS
  
  Create reports from M-Files data
  Define the dataset and create scheduled or user-triggered reports in multiple formats.
  
  Export M-Files data for process analysis
  Export M-Files data in event-based format to analyze processes.
  
  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.
  
  No-code app builder
  Create custom business applications without coding
Products
Pricing
Resellers
Resources

Get started free

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Topics with their latest replies in reversed order
	Fomatting Boolean property in E-mail notification. By Karl Lausten 2 weeks ago \| Last Post: 2 weeks ago Forum General Discussion
	Hi @karl-lausten, At the moment, this i... 2 weeks ago By Nika ... When you insert a boolean property into the e-mail... 2 weeks ago By Karl ...
	Excel Reader - Range Input By Kevin 1 month ago \| Last Post: 2 weeks ago Forum General Discussion
	The work item is currently included in our monthly... 2 weeks ago By Nika ... @nikatilic Sounds good. When do you think this wil... 2 weeks ago By Kevin Hi Kevin, Thank you for sharing the details. ... 3 weeks ago By Nika ... view all posts
	Save copy of sent notification in vault? By Karl Lausten 3 weeks ago \| Last Post: 3 weeks ago Forum General Discussion
	Hi Karl, Thank you for the suggestion! We have c... 3 weeks ago By Nika ... Some external notifications are important, and we ... 3 weeks ago By Karl ...

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