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M-Files

M-Files

4.3
(78)
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M-Files enterprise content management solution unifies documents and information across business systems to help you intelligently find, access and manage information.

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M-Files review by Schalk B.
Schalk B.
Validated Reviewer
Verified Current User
Review Source

"Implementation in Local Government"

What do you like best?

M-Files strong points are in the ease of use and the powerful search capabilities. We loved the change from "where it is" to "what it is". It has some really powerful features in the back of it but still can be simple enough for the end user just to "easily file and find their documents". It works great on mobile platforms and integrates well with the Microsoft suite of products.

What do you dislike?

In all products there are room for improvement. I am happy to say these are limited at the moment.

As long as they keep up their R&D and invest in AI and other related technologies I see a great future for them. Integration with Onedrive for business is not yet live and that was a small disappointment so that it can more seamlessly integrate with your corporate Office 365 system.

Recommendations to others considering the product

The biggest challenge for us was not to get the technical solution implemented but more getting the business thinking in a whole new way on how they use the product and enabling them to use it to its full extend.

What business problems are you solving with the product? What benefits have you realized?

Our biggest challenge was to get a better up take in the business utilizing an ECM(IIM) in day to day activities. The ease of use and user friendly interface assisted in the adoption for the product. We are now able to continue on our transformation journey from a heavily paper based environment to a digital workplace.

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M-Files review by Julien F.
Julien F.
Validated Reviewer
Review Source

"Very good ECM tool, visionary mostly for data architecture and IML"

What do you like best?

Main features I believe make M-Files a leading ECM solution:

Data architecture: repository agnostic, centralized info

IML: when IA and ECM work together to add Business value and reduce operational tasks

A broad set of connectors using API model, to interface M-Files with other company systems. Plus the ambition of M-Files to integrate more and more connectors

Compatibility with major "satellites": DocuSign for esignature, ABBY for Capture,...

Desktop integration: M-Files desktop client make it fully integrated on Windows and Microsoft (M-Files as a virtual drive, add-on for Microsoft office suite,...)

M-Files is also a team with skilled people and committed managers.

What do you dislike?

The few points where I believe M-Files should progress:

UX: not the best one I've seen on the ECM market. It looks a bit old to my point of view but it doesn't prevent from an easy usage

System performance: I'm using the SaaS premium solution and we are still struggling with performances (response time) of the web client. I feel like M-Files Professional services are too easily putting the responsibility on the client network and configuration than really questioning their solution in place.

What business problems are you solving with the product? What benefits have you realized?

M-Files is currently used to manage our back-office documentation.

Benefits are the digitalization and the improvement of formerly paper-based processes.

What Enterprise Content Management (ECM) solution do you use?

Thanks for letting us know!
M-Files review by Ivan M.
Ivan M.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"M-Files - the best in class CSP solution"

What do you like best?

M-Files is one of the best software products we have ever worked with. Completely configurable, easy to adopt and maintain and solution for a lot of different business challenge. In comparison with other software products we have worked with, in M-Files, basically there is no case that you cannot solve with built-in features or with simple development using powerfull APIs. We are proud partner and M-Files reseller.

What do you dislike?

There is nothing significant that we dislike about M-Files. We would like to have little more powerful reporting but as a software development company we have our own products and solutions that we are using with M-Files data.

Recommendations to others considering the product

As a partner, resellers and finally users of M-Files we strongly recommend M-Files to any company that wants to improve how they manage their businesses, to companies that would like to create paperless and digital business as well as to improve their workplace.

What business problems are you solving with the product? What benefits have you realized?

There is whole set of different business challenges that can be solved with M-Files. We are successfully managing everything within our company by using M-Files. From invoice processing, marketing and sales processes to project management. We are managing our projects, customer, tickets, solutions, daily tasks and overall whole documentation and documents are managed within M-Files.

M-Files review by Ihsan Akin S.
Ihsan Akin S.
Validated Reviewer
Review Source

"Best DMS you can ever have"

What do you like best?

-Uses the Windows file system so its very familiar and one can start using it without prior training.

-Has built in OCR (Separately Licensed) which makes finding the right document much easier

-The metadata you can store on a file is limitless and customizable

-The security features add value ; you can assign group policies or single user policies easily.

-Has easy to use Admin panel ; if you are tech-savy you can easily customize most of the UI structure yourself.

-The backup system is fail-safe. You can use Cloud or Local or hybrid.

-The integration is very good with Microsoft products. Saving an excel file or an attachment from outlook can be done same as you would to your local computer. That is a big plus!

What do you dislike?

-I would definately like a download restriction for files. All the files a person has access to can be downloaded to the local computer thus making it easy to be uploaded to a USB stick. You can trace the user doing this on the log file but its hard to do so. (At least as far as i know)

Recommendations to others considering the product

If you are looking to solve your paper-mess problems ; MFiles is the way to go. Especially with the Windows Explorer looking base. It will save you and your company tons of money and time.

What business problems are you solving with the product? What benefits have you realized?

We have saved lots of paper and process time.

Reaching a document years back is just a click away

There are no more papers flying around the office or people to approve the paperwork ; its done by MFiles very smoothly and hassle-free ; we never came up to a problem since started using it (2013)

In the end ; we have saved money and more importantly work-force that would otherwise be wasted.

M-Files review by Fay D.
Fay D.
Validated Reviewer
Review Source

"Very customizable and intuitive"

What do you like best?

I like how the structure is flexible to accommodate many business needs. We use it as a DMS, CRM, and for project delivery management. Between the inherent adaptability, and the ability to code in custom scripts, we have been able to implement a lot of very advanced automated processes to compliment our business needs.

What do you dislike?

The speed has definitely been an ongoing issue for us, our server is large/comlex enough to require SQL, and like all things SQL it is a resource hog and can have a lot of lag. That, and the reporting module is really SQL reports with MS report builder, both of which I am personally not a fan of.

Recommendations to others considering the product

It is a solid choice, to my knowledge there isn't anything else with the same metadata/relationship based system that also includes things like versioning, permissions, workflows, in such an integrated manner. If I had to make the choice again I would still choose M-Files.

What business problems are you solving with the product? What benefits have you realized?

We wanted a way to follow our customer projects from the sales cycle, with all the CRM info for our contacts, the legal and purchasing documents, the activity emails from our sales team, to delivering our software, and all the documentation and technical issue resolutions, etc. The meant workflows involving several teams of people, a lot of differing security requirements for the documents, a lot of bi-directional relationships, a lot of history to be kept track of. M-Files allowed us to get all of that working together in a way that made sense to the people utilizing the data directly, as well as providing the necessary oversight for management.

M-Files review by Abe S.
Abe S.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"M-Files is an amazing DMS which rises above the traditional Folder system."

What do you like best?

M-Files doesn't follow the traditional folder system and manages the documents using the metadata.

Also, the level of customization is very wide which is definitely far ahead of any of the other DMS available in the market right now.

On top of that, M-Files easily stands out from most of the CMS.

What do you dislike?

Even though M-Files is fast on search, but few basic operations are just too slow and M-Files takes a large amount of time to execute them. It clearly makes the user feel that they are actually working in a cloud environment. As a user, I would prefer if the system can make me feel as if I am actually accessing the documents from my Hard Drive. (It should be fast on operations)

Recommendations to others considering the product

You will fall in love with the structure M-Files uses to store the documents. It's different and smart from the traditional folder structure.

On top of that, you can perform various actions on your document including implementing a workflow which is not achievable with any other product.

What business problems are you solving with the product? What benefits have you realized?

We are currently using M-Files for Managing the documents for the entire organization. On top of that, the workflows really help us in maintaining our SOP.

M-Files review by Jaime F.
Jaime F.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Jaime Fredes Review Mfiles chilean goberment deployment"

What do you like best?

The capacity to take existing information and processes (workflows that are currently manual in nature) is one of the greatest attributes of M-Files and M-Files Back Office.

People have been made to grow accustomed to following a manual (touch everything) process in their daily operational efforts.

M-Files gives those people back extremely valuable time in their busy work day by having them pay attention to exceptions in a workflow and also allowing for accessing relevant and accurate information that they need in a seconds notice without opening a filing cabinet drawer and digging

What do you dislike?

Some old technology doesn't work with the basic, minimum requirements, but this is the whole reason why people that don't operate with current technology need to refresh their approach to their operations

What business problems are you solving with the product? What benefits have you realized?

Improved efficiencies and reduced process hang ups. More time to focus on specific tasks that are priorities

M-Files review by Michael K.
Michael K.
Validated Reviewer
Verified Current User
Review Source

"Awesome software"

What do you like best?

It's simple, flexible, intuitive and cheap

What do you dislike?

certain technical limitations which make if less convenient than dropbox for issuing documents to outside parties. Also, the assignments features are not robust enough

Recommendations to others considering the product

More of IT world is moving to hosted software, but these hosted solutions do not talk to each other. Have a plan for information connectivity across programs.

There is pushback from users frequently. Build solutions for small groups first, perfect the concepts, then roll out to other departments. Data is easy to change, so smaller mistakes in concept can be corrected. Whatever you end up with will be better than paper.

What business problems are you solving with the product? What benefits have you realized?

standardization is resolved, we don't have to create a bunch of folders for every new tenant or property. simplicity for finding documents from metadata

M-Files review by Jeremy R.
Jeremy R.
Validated Reviewer
Review Source

"M-Files: Managing corporate policies and procedures with ease"

What do you like best?

- Configurable workflows with powerful control over user notifications and document review and approval assignments.

- Excellent scope for building views of content tailored to users' needs. Users often express surprise and gratitude at the convenience afforded to them.

- Highly adaptable access control of content for different audiences and user groups, including external colleagues.

- Deep integration with Windows file management and ability to interface directly with content on network drives.

What do you dislike?

There very is little to dislike, but elements of the interface could be presented in such a way as to guide inexperienced or occasional users more closely. The M-Files website could also contain more detail and visual examples or demonstrations of the various optional modules available.

Recommendations to others considering the product

The product is fantastic, but I would advise any organisation implementing it to ensure that sufficient time and resources are allocated to training their workforce and persuading colleagues of the value and benefits of working with a CSP. The adoption rate is critical to successful implementation.

What business problems are you solving with the product? What benefits have you realized?

My organisation is moving rapidly towards being able to identify country-specific gaps in subject areas covered by policies and procedures by using M-Files to build a picture of coverage which would have been impossible or extremely difficult to do previously.

Coordinating document development has become vastly better controlled whilst simultaneously being less bureaucratic and reducing the overall administrative burden on users and administrators.

M-Files review by Jussi T.
Jussi T.
Validated Reviewer
Review Source

"Good solution for document management"

What do you like best?

The ability to customize the system to suit the company's needs; the ability to use scripting to automate processes. Custom views are an efficient way to find and organize content.

What do you dislike?

The current web interface is outdated and buggy, and most configurations to the desktop and web clients have to be made separately for the two platforms. Web platform configuration is difficult (requires the use of scripting and Windows registry editor). The user interface should be more customizable (e.g window size, single-click to open views and virtual folders). The training module should allow read-only users to answer a training question. Different document version control categories are confusingly named. Some built-in and non-optional features (e.g. automatic adding of properties to new objects based on currently selected search results) are counterproductive. Filtering options are limited (e.g. no ability to select OR condition between rules).

Recommendations to others considering the product

Specify desired functionalities (object types, metadata fields, permissions, workflows, training, notifications, etc.) in detail at project start and agree upon a fixed timetable for the implementation of desired functionalities.

What business problems are you solving with the product? What benefits have you realized?

Document trainings are considerably easier to organize and manage with M-Files.

M-Files review by Administrator
Administrator
Validated Reviewer
Review Source

"M-Files is powerful - Store and Use your data the right way"

What do you like best?

M-Files can help automate process and procedure around the collection, use and storage of your data.

M-Files can give your data meaning and usefulness across your business.

Workflows and Granular Permissions are some of its key strengths.

What do you dislike?

Choosing the right Integration Partner and their ability to work well and effectively with you, is key to a successful deployment.

Have a clear goal on what you need to achieve using M-Files and the exact area it will assist with, avoid “scope creep” as this will slow you down considerably.

The M-Files platform can be used in many ways - start with the “low hanging fruit” and have a clear understanding of what is required to deliver this using the software - just because it is *possible* doesn’t mean it needs to be used that way from day one.

Recommendations to others considering the product

Go for the “low hanging fruit” and set it up with this as the focus - use the online training materials to help get your users onboard.

Don’t let “scope creep” occur - make sure the Scope is delivered and implemented before expanding use.

What business problems are you solving with the product? What benefits have you realized?

Problems solved are efficiency in completion of data collection, submission and storage - Benefits are time saved and the ability to locate data quickly, minimising low level administrative tasks for users.

M-Files review by Erik F.
Erik F.
Validated Reviewer
Verified Current User
Review Source

"Effective and useful metadata based document management"

What do you like best?

Automatic version control, metadata based sorting and searching with automatic privacy settings and class structures are but a few things that have been greatly improved since moving away from simple network drives and basic folders.

What do you dislike?

Unfortunately it is extremely hard to make people understand how to use the system in a wise manner. They always confuse, no matter how many times you explain them, metadata properties, "folders", classes, document collections, multi-file documents and whatnow. There are a lot of concepts which are very useful in M-Files, but the grassroots employees have a hard time understanding everything.

Recommendations to others considering the product

Do not base your class structures on your previous systems or conventions. M-Files works best when you literally start over and build everything from the ground up based on the real life applications of how you use your documents and what kinds of documents you actually create.

What business problems are you solving with the product? What benefits have you realized?

One of the greater achievements has been the automatic generation of M-Files objects straight from our ITSM-system. For example a sales manager can create an offer document with absolutely correct metadata for future searches with a single click of a button and doesn't have to go looking for the correct metadata choices.

These documents are later found very easily found since they have been sorted and tagged with the correct metadata representing our business projects.

M-Files review by Administrator
Administrator
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"User friendly and innovative"

What do you like best?

Innovative approach to storing documents so that you only need to know what you are looking for and not where it is saved or what it is called. User friendly interface and ability to scale up or down easily so not limited to just small or just large enterprises.

What do you dislike?

Some of the pricing structure could improve. We wanted to set up 80+ users to only access the web based version (like a portal) and view reports once a month. We were told we needed full licenses for all (or most) of these since the users were planning to access the system around the same time at month end for financial reports. That was adding too much to the licensing cost so we decided against it and only got M-files for the 20 internal users.

Recommendations to others considering the product

I compared a lot of tools before making M-files my final choice. I liked their innovative approach- as related to other ECM tools- of moving away from the traditional folder structure...but still able to emulate a folder structure (for those having a hard time converting or comprehending the concept) by using 'virtual folders'. The difference is that the virtual folder concept would only store 1 copy of a file regardless of the fact in how many 'folders' you have the file - meaning the SAME file could appear in the virtual folder called 'Project 123' but also in a virtual folder ' Customer ABC' when you are working on Project 123 for Customer ABC.

The addition of workflow functionality (for process automation) or data analytics (i.e which contracts expire by the end of this year, etc) on top of the traditional 'file storage' concept for most document management systems are great!

What business problems are you solving with the product? What benefits have you realized?

improved search and filtering functionality including creating personalized 'views' that organize the files according to one's preference. Resolve the issue with duplication of files - for example, you store payroll related files in your payroll processing system but you can't store in that system other personnel related files so you end up duplicating these on a shared drive or somewhere else that you need to have the 'full' employee profile. M-files is able to connect to the system of record where your employees are set up for HR purposes but then provide you the ability to store additional employee files in M-files. Also, when you set up a new employee, M-files automatically 'knows' about it. Similar concept exists for vendors or other entities you store info about.

M-Files review by Martin L.
Martin L.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Truly the future for managing information"

What do you like best?

The flexibility in linking documents and other information with each other.

Finally, you don't need to decide in which folder you put something - folders are so 80ies, it's time to go to the next level.

The capability of accessing regular network file shares and manage documents there is unique (works even from their mobile app!)

The full text search is super-fast - it's like google search for your company.

Very easy to set up connections with other business applications, for example we have connected our CRM and have all accounts as records in M-Files for tagging documents and projects with.

Workflows are super-easy to set up

Lots of great features are released regularly and the new M-Files Online comes with automatic updates

The cloud version is identical to the on premises version from an end user perspective and you can even mix both

What do you dislike?

M-Files doesn't really have a version for private use. It would be killer to manage all the different docs by tagging rather than putting them in Google Drive folders. I'm dreaming of M-Files Cloud for private use.

Recommendations to others considering the product

Don't get too much hang up on comparing features of different systems since most systems have a similar feature set. The difference lies in how they are implemented. What's important for success is that everybody feels comfortable using the software, so go try out the free demo and see how people like it.

Work with an experienced partner to set up the initial deployment as it requires a bit of experience to get the architecture (of how you organize things) right. Focus on one department or use case. Once you get the hang of it it's super-easy to extend and configure it yourself for other scenarios - even sales guys can do it!

If you are based in Germany feel free to contact us at https://www.electricpaper.de

What business problems are you solving with the product? What benefits have you realized?

M-Files helps us in (i) finding content quickly and (ii) avoiding multiple copies and versions of the same document. The version history also gives you peace of mind since you can roll back any changes that you or someone else made. It's useful to be able to link documents with accounts, projects and products as needed. Sharing documents internally is easy and avoids copies being made or sent by email. Sharing a public download link is useful when we need to send very large documents to customers that would otherwise exceed their inbox size limit.

M-Files review by Gary D.
Gary D.
Validated Reviewer
Review Source

"Great Database Management solution"

What do you like best?

As an IT Admin, its great how easy it is to manage 1 file repository compared to network drives as well as assign security to all the data in m-Files compared to security on a traditional file share.

What do you dislike?

I don't like how many people are reluctant to use the product because they are stuck in their ways with file shares. As for m-Files, I have not come across anything specific that I do not like about the product.

Recommendations to others considering the product

m-Files is a great alternative for long term storage of important data for companies looking to get away from file shares and tape backups as well as having a consistent user interface that is intuitive and very easy to use.

What business problems are you solving with the product? What benefits have you realized?

1 consistent interface for all users. Its much easier to teach individuals about the product when it is always the same. We have also setup workflows for our scanning methods for bids and contracts.

M-Files review by Daniel F.
Daniel F.
Validated Reviewer
Review Source

"Well thought out platform for managing docs but could use some improvements"

What do you like best?

The software performs exceptionally, whether its a native deploy or you are accessing through the web portal. The features are pretty much limitless and customizable for any type of business or business process.

What do you dislike?

The necessary administration, build out and maintenance of the system is extrodinarily time consuming and almost impossible for a non-IT administrator. Even the simplest of internal stakeholder requests for modifications or changes to the platform could take days to figure out and help from M-Files customer service is spotty at best.

Recommendations to others considering the product

Watch out for implementation and maintenance requirements, and ensure that the resources are there before engaging. Use external consultants to manage the relationship and deployment.

What business problems are you solving with the product? What benefits have you realized?

Contract lifecycle management from M-Files new product is amazing . It was expected from their presentation that we would save on FTE hours expended on CLM, but in hindsight it was simply used for adminsitration of the system which now requires an FTE.

M-Files review by Grace N.
Grace N.
Validated Reviewer
Review Source

"Manage your information and content inteligently using M-Files "

What do you like best?

The software keeps all the information in a central repository thereby improving the security of your files and documents.

It can be used from a mobile device and even from a desktop/laptop.

Its simple to use and search the stored files and docs from your system and repository.

What do you dislike?

Some of the less tech-savvy technocrats in our company have expressed some difficulties in searching and locating some of the files and docs

Recommendations to others considering the product

The software is simple to use and it wont frustrate you in any way. It will improve the business process agility especially ensuring compliance with regulations covering handling of confidential customer information. M-Files is a must have business software irrespective of the size of your firm or enterprise.

What business problems are you solving with the product? What benefits have you realized?

before having M-Files, the process of saving and retrieving the files and docs was messy and disorganized. It took time to locate a file from our systems and repositories and sometimes compromised the confidentiality of the files and customer data, but after acquiring M-Files, everything has been automated and now the security of our files has improved a lot.

M-Files review by Camilla W.
Camilla W.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"So much more than Document Management!"

What do you like best?

I love that M-Files helps us manage not just every document that we generate or receive in our business, but workflows help manage and refine our processes as well. From accounting to project management, whatever your process or procedures are, you can customize a workflow to manage it.

What do you dislike?

I'm thinking... but I really have to get back to work. I honestly cannot think of something I dislike. I would like to know more about the setup of vaults and workflows since I'm just a user.

Recommendations to others considering the product

It is huge to convert to a paperless system in any business. Or to convert from one system to another. M-Files was worth the effort and the learning curve.

What business problems are you solving with the product? What benefits have you realized?

We streamlined our AR and AP processes, software license management, quoting and purchases process. It makes it easier to work across departments. It is EASY to see where a slowdown in a process is occurring.

M-Files review by Gopal K.
Gopal K.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Great for going paperless "

What do you like best?

I am using M-files for invoice processing and the best part is that I can search really old invoices within seconds, that may take hours to search through papers.

What do you dislike?

I still have to go through few clicks before I can approve, I believe it can be simplified further so you can approve just by one click. I think that the GUI can also be updated to be more user friendly.

Recommendations to others considering the product

I would recommend this product to anyone willing to save papers and want to use easy to track and store data.

What business problems are you solving with the product? What benefits have you realized?

Using it for Accounts and document sharing

paper saving and easy access to documents

M-Files review by Jaroslav J.
Jaroslav J.
Validated Reviewer
Review Source

"M-Files as main DMS for woring on Office documents "

What do you like best?

Easy of use environment, easy of administration/customizing and programming

What do you dislike?

The last change of licence policy and pricing (leasing instead of owning) was a little bit bad surpise on autumn.

Recommendations to others considering the product

Use the opportunity of Trial version to check the functions of M-Files. Be ready to change your mind from shared folder to database based DMS (attributes, views instead of folders). Be carefull i calculation of required licences (types and counts). Enjoy it :-)

What business problems are you solving with the product? What benefits have you realized?

We are using M-Files as a "intelligent shared folder" for Office (Word, Excel, ...) documents in many processes (marketing, management, ISO 9001, design, ...

M-Files review by Daniel S.
Daniel S.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Real game changer"

What do you like best?

It is so easy to set up a document structure and the way privileges are dynamic according to the metadata

What do you dislike?

They need to improve their documentation a little

What business problems are you solving with the product? What benefits have you realized?

The first problem which is non-existent today was the physical search of documents in file cabinets, now we just type what we are looking for and that's all. The integration through the API is also one of the best things, our client uses their bpm to access to M-Files documents, this allowed our client to keep using their same software and of course, the training was minimal

M-Files review by Michael E.
Michael E.
Validated Reviewer
Verified Current User
Review Source

"On my short list of very good software"

What do you like best?

You can feel the polish of a good, conscientious development team when you use M-Files. I also appreciate the logical structure and general robustness. I like the rapid way you are able to get up and running.

What do you dislike?

With any complex piece of software there are always multiple ways to solve a problem. This can make it difficult to figure out the correct approach. Sometimes if your problem doesn't fit in the box that m-files is trying to solve it can be difficult to get the result you want.

Recommendations to others considering the product

Take it for a spin!

What business problems are you solving with the product? What benefits have you realized?

Categorizing \ filing \ retrieval of regulatory documents. Much more accurate filing and retrieval (much better than file shares!)

M-Files review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Great M-Files Experience"

What do you like best?

The M-Files team! Everyone at M-Files is always there to help us achieve our goals and resolve any issues we may have with the product.

What do you dislike?

It took us too long to find M-Files. Get out there and attend more industry events with partners such as Microsoft and Salesforce.

Recommendations to others considering the product

Try a demo and talk to others that are using M-Files to find out how it can help change the way you do business!

What business problems are you solving with the product? What benefits have you realized?

We use M-Files and Salesforce together to manage customers and projects. We love that we can enter information into the system once and use it for many different purposes. Templates and workflow have made us so much more efficient. We are looking forward to implementing IML and expanding our use of the system.

M-Files review by Henrik G.
Henrik G.
Validated Reviewer
Review Source

"M-Files user"

What do you like best?

You can share easy documents with your colleagues, and if necessary create work flows.

What do you dislike?

Before you start using M-Files, one schould ensure that people are trained and that they have sufficient information about usage of metadata.

Recommendations to others considering the product

Easy to use, helps to share documents with you colleagues and stakeholders, you all ways have the latest version at hand.

What business problems are you solving with the product? What benefits have you realized?

You can easy share your documents with your colleagaus

You all ways have the latest version on your hand

You know how have made latest changes

M-Files review by Sunny U.
Sunny U.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"M-Files Taking CMS innovation further"

What do you like best?

M-Files is one of the robust electronic document management systems design for low, medium and large corporations. It is a user delight for store, search and retrieve in both paper based and communication work areas and content management orientation environment,

What do you dislike?

The simplicity of its deployment and integration. Users love the fact that it does not require huge knowledge to begin use. Windows platform users are at home with it even without base training.

Recommendations to others considering the product

M-Files has provided several options for the management of records and documents. Take advantage of the base solutions and several add-ons for any integration of choice.

What business problems are you solving with the product? What benefits have you realized?

Easy of handling and managing documents/records and papers. It helps improve governance and compliance posture of the business.

M-Files review by Consultant
Consultant
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Best information management ever"

What do you like best?

Easy to use, intuitive, highly effective, mobile access, well organized, views and universal search are top.

What do you dislike?

Based on a unique concept, this system is nearly perfect. There are maybe some in-depth technical challenges for the most advanced customers, but they do not affect the major part of worldwide users.

Recommendations to others considering the product

Act now and implement M-Files ASAP!

What business problems are you solving with the product? What benefits have you realized?

Easily and quickly find information I need, huge time saver, easy task management, all business documents and processes in one environment; audit trail; mobile access to all documents, easy documents approval, no more lost documents, all docs are approved on time; all relevant information in one place. Views are a perfect way of organizing and presenting of docs and related info.

M-Files review by Administrator in Insurance
Administrator in Insurance
Validated Reviewer
Review Source

"Excellent ECM Platform and EDMS but heavily Windows platform based"

What do you like best?

The M-Files Administrative interface is easy to use and configuring a document vault is also relatively simple. The system objects, classes and types make understading of the metadata structure also relatively easy. Search functionality is very powerful. The system is a full ECM but in our case only the document management portion and regrettably traditional folders are being utilised.

What do you dislike?

The system is heavily Windows biased. It still does not work on Mac OS or on Linux platforms. Despite claims from M-Files that the web client can be used, this is not true in practice. A proper client has to be developed for all major operating systems, as has been done for IOS and Android.

Recommendations to others considering the product

Make the product OS and platform agnostic. Currently M-Files is preventing us from deploying MAC's across the enterprise.

What business problems are you solving with the product? What benefits have you realized?

There is so much more to M-Files than just document management. We have been able to solve our document management issues but we are still struggling to use M-Files as the ECM it is supposed to be.

M-Files review by Executive Sponsor
Executive Sponsor
Validated Reviewer
Review Source

"Mfile has provided document workflow and management efficiencies throughout our operations"

What do you like best?

The visual representation of the WF engine and the ease of configuration. We have shortened the amount of time it takes to deploy workflows from a full custom script in our ERP system to just a couple of clicks in MFILE. The time to customer has truly help lower costs.

What do you dislike?

The reporting aspect are not well defined and it takes a SQL expert to get the reporting pieces running. We have a need to report on how many documents we have in a specific state per customer/project. The work needed to get that report out of MFILE (with NO DRILL DOWN) is too complex. The reporting aspects are a major factor in not giving MFILES 10 out 10 rating.

Recommendations to others considering the product

Review the reporting aspects and setups. Ensure that they will meet technical and business requirements. We were no thrilled with the fact that reporting is "outsourced" to SQL server Reporting Services. Ideally, the reporting engine should be part of the client or separate portal that allows visual report creation. Having all reports creation go through information systems department is not ideal. It creates a bottleneck.

What business problems are you solving with the product? What benefits have you realized?

The iterative process of updating CX documents between our teams and vendors. In the past, email was used to request updates or redlines to CX drawings. today, we have a WF process where the system manages the different resources and activities needed to fully complete a document that may or may not be a deliverable to our customer.

M-Files review by Consultant in Information Technology and Services
Consultant in Information Technology and Services
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"M-Files - Intuitive, Robust, Fun and Impressive"

What do you like best?

Intelligent Metadata Layer - Accessing and tagging content outside of M-Files (saves on migrations etc.)

Search and Navigation - Multitude of ways to reach a document (OCR, Search, Views, External Repositories)

Configurations - Metadata Card set values, hidden fields and more), Intelligent Services (Analyze button to read files for potential matching information in M-Files to reduce tagging effort for documents), API integrations

What do you dislike?

Incompatibility of templates and more with products outside of Microsoft Office platform (excel, word, powerpoint). Most companies incorporate PDF format files a lot for their processes. Not being able to leverage the template feature within M-Files can hurt the full potential of this feature for organizations.

Recommendations to others considering the product

I highly recommend M-Files who is also recognized by Gartner as a Visionary in the Content Services space. The solution is intuitive and is a good experience to implement. The support is top notch as an M-Files partner. The solution overall is very dynamic and capable of handling almost all business needs from security, versioning, automation, integration, external sources, etc. Very robust and definitely a solution to be considered for your company if you are looking to enforce your business processes or to enable M-Files as the content management hub for your origanization.

What business problems are you solving with the product? What benefits have you realized?

Digitizing processes, gaining visibility to documentation faster while leveraging granular levels of security and permissions at an enterprise level.

Benefits in productivity, visibility, access, process efficiencies and ease of document creation/upload.

M-Files review by Administrator
Administrator
Validated Reviewer
Review Source

"Great Place for your Files."

What do you like best?

The ability to have a location for all my files which can be very secure and have a quick an easy way to retrieve them. It's also a great way for people in a team or department to be able to share file(s) and work on them/review them buy checking them out. It is very helpful to look at a file and be notified that someone else is working on it (checked out).

What do you dislike?

There is very little to dislike about the software itself. If I had to choose an area maybe getting familiar with all the different things that you can do with the software.

Recommendations to others considering the product

Great product for safe keeping files and for working on projects with your team.

What business problems are you solving with the product? What benefits have you realized?

It helps us work on projects, documentation/updates of company procedures and policies. It also allows for us to be able to retrieve files very easily in case we forgot where we saved them.

M-Files review by Administrator
Administrator
Validated Reviewer
Review Source

"Great Tool for organizing files maintained by multiple people and depts"

What do you like best?

Creating a centralized location for all our critical legal, tax, business documents which avoids emailing 5 people trying to see who has the latest version.

What do you dislike?

I would like to see within the program maybe a FAQ when you get to place and want a quick answer. Right now we call our Tech support but I want to not be so dependent on Tech. Maybe short video "how to" for commonly asked issues.

Recommendations to others considering the product

Have the M Files rep walk you through your own data and how it would look / be managed in M Files. This approach helped us visualize what our company setup would look like.

What business problems are you solving with the product? What benefits have you realized?

We had 5 different people (the CEO, CFO, Business Development, Operations, General Admin) all maintaining documents and some were in a shared network folder, others were on a desktop, and we could never get a quick answer as to who had the latest doc and where it was. M Files solved that by allowing 1 single Admin person to manage and centralize our critical files. Consistency and efficiency and accuracy all in one place.

M-Files review by Executive Sponsor in Construction
Executive Sponsor in Construction
Validated Reviewer
Review Source

"M-Files has streamlined our data management"

What do you like best?

We were excited that M-Files and their partners were able to assist us in developing a custom solution to our data management needs. It has helped us streamline our large data management tasks and share information among the Team members more quickly and accurately.

What do you dislike?

Implementation and launch could have been more effective with additional training from the M-Files staff and/or partners.

What business problems are you solving with the product? What benefits have you realized?

We utilize M-Files to establish and manage a large amount of data for our preconstruction efforts in the commercial construction industry. We have realized our ability to standardize the data management process in a more timely and cost effective method than tradition methods of data management.s

M-Files review by Vineta R.
Vineta R.
Validated Reviewer
Review Source

"Easy to use document management system"

What do you like best?

User friendly interface, easy administration. Very powerpul access management according to user roles and document metadatas. Powerfull search. Users like the system, they are eager to use it.

What do you dislike?

We reached performance problems using built-in Firebirds DB quite soon. Now we are considering move to MS SQL, hoping it would help increase performance.

What business problems are you solving with the product? What benefits have you realized?

Paperless office. All company documents are in one place. Workflows for approving the documents.

M-Files review by User
User
Validated Reviewer
Verified Current User
Review Source

"M-files is great, but does have some issues"

What do you like best?

I like the advanced search capabilities and the check-in/out capability.

What do you dislike?

Doesn't work well with Revit, can't get the windows file folder style display if I search for a project or use the link from a file metadata, limited amount of subfolders

Recommendations to others considering the product

Try to get people to add descriptions to files, it makes the search function so much better.

What business problems are you solving with the product? What benefits have you realized?

It makes creating a standard detail library with AutoCAD significantly easier. Before, there might be details that fit multiple categories (folders) and were hard to find. Now, if the description is well populated, we can just search for aspects of the detail we're looking for.

M-Files review by John I.
John I.
Validated Reviewer
Review Source

"M-Files review"

What do you like best?

It's easy to get into and has a lot of great features

What do you dislike?

At times it can slow down or throw out unexpected errors. Usually restarting the software or discarding any edits you're making takes care of that

Recommendations to others considering the product

FIll in as much metadat as possible for the best results

What business problems are you solving with the product? What benefits have you realized?

Metadata truly helps to connect everything and makes it easier for everyone to find their documents

M-Files review by Jeremy R.
Jeremy R.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"M-Files Review"

What do you like best?

I would say the best feature of M-Files is the security. It allows us to lock down files without it being on a shared drive that could be compromised.

What do you dislike?

Nothing at this point. We have been using M-Files for about 5 years and have little to no problems with it.

What business problems are you solving with the product? What benefits have you realized?

Private users personal Data, OCR function. Metadata function to catalog specific data used daily.

M-Files review by Anna R.
Anna R.
Validated Reviewer
Verified Current User
Review Source

"Great tool for all types of businesses - especially law firms"

What do you like best?

It has cleaned up our law firm's organization immensely. We can now organize complication litigation cases with ease. I enjoy the ability to tag documents with their type, and it makes the search immensely helpful. I also like that it is customizable for the business needs..

What do you dislike?

There is not much that I truly dislike about M-Files. I would say that it would be beneficial if the multi-file documents were also searchable, but that is a minor complaint.

What business problems are you solving with the product? What benefits have you realized?

We had very unorganized electronic files. We had increasing in complexity with our cases, and have now been able to go almost completely paperless.

M-Files review by Ankan N.
Ankan N.
Validated Reviewer
Review Source

"Very reliable Enterprise Content Management Solution"

What do you like best?

It's a very intuitive solution, easy to use. Easy tagging and retrieving and has a very powerful semantic search function

What do you dislike?

Sometimes I felt like too much of metadata information needs to be entered, sometime it can put off the user.

Recommendations to others considering the product

Document intensive organisation that face challenges in finding the right file from a large volume of files can find this really useful. Ideal for law firms, financial and insurance companies that deal with a large volume of information and where versions and workflow become very important.

What business problems are you solving with the product? What benefits have you realized?

As a Sales person, my data used to reside in multiple systems e.g. Salesfoce, custom excel files, outlook etc in our organisation and it was very time consuming to find relevant info. It took me lot of time to organise documents and create folders to store my files and there was lot of duplication that used to happen (although my volume was not very high). I think with M-Files I did not have to worry about where to store the file. I could just tag it and find it later using some keywords. It saved me a lot of time.

M-Files review by User
User
Validated Reviewer
Review Source

"M-Files makes your work more enjoyable"

What do you like best?

You find documents no matter who has saved it (as long as you have access rights naturally). The system is flexible, the project with them was fast and easy.

What do you dislike?

There is nothing I dislike. So far M-Files has fullfilled all my demands.

What business problems are you solving with the product? What benefits have you realized?

Promlem was document caos related to archiving, versioning, workflows etc. Now finding the documents is easy, you dont have to care about versioning etc at all. The most I like about the virtual folders is that you Can modify the folders based on your needs. And the search makes my day.

M-Files review by Sue B.
Sue B.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Happy New M-Files Partner"

What do you like best?

I love the intuitive nature, ease of use and flexibility of M-Files.

What do you dislike?

Nothing that I have encountered yet in my experience

What business problems are you solving with the product? What benefits have you realized?

I am reselling this product, but I also use it personally for all of my work files. It has made it much easier to track, manage and share documents in my every day experience.

M-Files review by Cameron T.
Cameron T.
Validated Reviewer
Review Source

"Time saver"

What do you like best?

M-Files allows us to easily recall any contract instantly. We have been able to completely digitise all of our offsite archive boxes and save money in storage costs.

What do you dislike?

Our implementation of M-Files depends on ChronoScan which unfortunately is not very intuitive to use.

M-Files however is excellent.

What business problems are you solving with the product? What benefits have you realized?

Digital archiving of completed sale contracts

M-Files review by Julien C.
Julien C.
Validated Reviewer
Verified Current User
Review Source

"Très bon produit"

What do you like best?

J'adore la chaine de transfert d'un type de documents que l'on peut mettre en place. Le versionning est aussi très intéressant. L'approbation des documents également.

What do you dislike?

Je ne vois pas de problèmes particuliers avec M-Files

Recommendations to others considering the product

Nothing

What business problems are you solving with the product? What benefits have you realized?

Le partage/transfert de documents entre mon service commercial et mon bureau d'études est maintenant idéal grâce à M-Files

M-Files review by Consultant in Telecommunications
Consultant in Telecommunications
Validated Reviewer
Review Source

"Good for printing signature info for audits"

What do you like best?

Pros:

1) When a document is printed, all the metadata (approvals) are printed with it. No need to hunt down separate approvals to print out and attach.

2) Tool can handle single approval types of documents as well as docs requiring pre and post-approval.

3) Tool can handle living documents (master documents like Trace Matrix, Requirements, etc) as well as project specific documents (unit tests, Change Requests, etc).

What do you dislike?

Cons:

1) System is difficult to navigate to see all docs without doing advanced searches.

2) Project documents have limited display if many documents are included. It cuts off view so only up to about 50 docs, then the others are not visible unless you sort them to look at bottom first.

3) There is no way to automatically link documents to a Change Request. My current dept uses Desc of Change field to manually enter the Change Request ID so we can do advances searches to find all documents associated with a Change Request.

Recommendations to others considering the product

There are similar products which may be more expensive but may meet more needs.

What business problems are you solving with the product? What benefits have you realized?

Main advantage to this software: When a document is printed, all the metadata (approvals) are printed with it. No need to hunt down separate approvals to print out and attach.

M-Files review by Lisa S.
Lisa S.
Validated Reviewer
Review Source

"Saved so much time during audits"

What do you like best?

Easy search and find of all documents. Has eliminated digging through mounds of boxes in our warehouse.

What do you dislike?

Some of the cooler features are sometimes complicated to program and training is very expensive.

What business problems are you solving with the product? What benefits have you realized?

This has helped so much for our audits, it literally saves days that everything is so easily found and accessible.

M-Files review by Alisha M.
Alisha M.
Validated Reviewer
Review Source

"Great product- steep learning curve"

What do you like best?

I love how easy it is to find documents and share them with coworkers. This prevents repeat documents in different places and you know you're always looking at the most recent document.

What do you dislike?

It's difficult to get setup and have everyone onboarded and open to using the product because it is such a steep learning curve.

What business problems are you solving with the product? What benefits have you realized?

No more sending wrong documents because people aren't working with the most current document. The biggest issue we had is collaborating to get it setup and figuring out cross departmentally how it would work.

M-Files review by Trevor S.
Trevor S.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Difficult to navigate and manage"

What do you like best?

coordination of client data, versioning, form creation, single sign-on, collaboration on project documents

What do you dislike?

too many nested folders, difficult to navigate and control input content, difficult to search

Recommendations to others considering the product

Good for managing documents and controlling versioning, form creation and management, single sign-on

What business problems are you solving with the product? What benefits have you realized?

Document change management, versioning of documents, data containers

M-Files review by User in Computer & Network Security
User in Computer & Network Security
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Love the search functionality"

What do you like best?

Easy to search and find content - good on mobile phone. Easy to configure and maintain. The ability to access on multiple devices is very useful for a salesperson. Secure links, templating and workflows are all very useful.

What do you dislike?

The UI - especially web - is old school. The backend configuration is simple for basic setup, however some of the more complex tasks could be simplified. The OCR and reporting modules could use updating - the Zonal OCR is very simplistic compared to the current technologies availables.

What business problems are you solving with the product? What benefits have you realized?

Document management. We have made it easier for staff to find information in and out of the office.Templating saves us time during documentation and being able to send secure links to external users is very powerful.

M-Files review by Scott O.
Scott O.
Validated Reviewer
Review Source

"Smooth product for easy access"

What do you like best?

The versatility of this product allows us to track several types of documents, and several workflows.

What do you dislike?

Configuring each type of document can be tedious until you really get the hang of it.

What business problems are you solving with the product? What benefits have you realized?

We are using it to track several types of legal documents for a 911 dispatch center, and a few law enforcement agencies, located at geo diverse locations. Using MFiles has allowed us to digitize the documents and provide easy access from multiple locations, on demand.

M-Files review by Administrator in Medical Devices
Administrator in Medical Devices
Validated Reviewer
Review Source

"Great tool for managing business content"

What do you like best?

Ability to customize objects as and workflows easily. Possibility of managing so many business processes with a single software from purchasing to inventory management, and controlled documents.

What do you dislike?

Handling of bigger files that have lots of graphical content (PowerPoint files most typically). Not being able to use customized fonts for the PFD converter.

What business problems are you solving with the product? What benefits have you realized?

Enforcing standard working methods (workflows and review/approval practices), manufacturing controls, equipment, inventory control, purchasing controls, traceability from purchased parts to manufactured and delivered products.

M-Files review by Santiago L.
Santiago L.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"change your mind around docs"

What do you like best?

the best around m files is the metadata layer that can add a huge value in the information storage process

What do you dislike?

theres no much i can dislike about m files, maybe in a future will be good to be able to change the look and feel of your m files client

What business problems are you solving with the product? What benefits have you realized?

we are using it as a replacemnet for share flordres and the benefit is huge, in storage we have save more than 50 tb.

Learn more about M-Files

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M-Files
4.3
(78)