- Edit Email Address
Quick Tip on how to edit a users email address in M-Files
- M-Files New Web Interface Navigation
Information on the M-Files New Web Interface
- M-Files New Web Interface Search
Covers the M-Files New Web Interface and how to Search and apply filters
- M-Files Filter Locks
This topic covers Filter Locks in M-Files 20.5 Release
- M-Files Virtual Training Prerequisite Course
This course is required to take before your M-Files Virtual Training Class.
- M-Files Compare Feature
I will cover terms, setup and demo M-Files Compare Feature.
- Add a Document
How to Add a Document to M-Files using Windows Explorer, complete the Metadata Card, and locate the file in M-Files.
- Assignment
How to create an Assignment in M-Files with a document attached to it. I will also cover terms and how to complete the Assignment.
- Quick Search
How to start a Quick Search in M-Files and cover the Quick Search options.
- Advanced Search
How to start an Advanced Search in M-Files, search options, and how to convert your search into a view.
- Workflow
How to advance a Workflow in M-Files, review history, and how to see where other items are in the Workflow from Common Views in M-Files.
- Desktop Scan
M-Files Desktop Scan, overview of the Directive Page and Patch Codes, and the importance of stacking order.
- Network Scan
M-Files Network Scanning, overview of the Directive Page and Patch Codes, and the importance of stacking order.
- Terms and Resources
Cover some additional M-Files Terms and Resources
- Template
How to create a M-Files Template for Microsoft Word and Excel.
- Check Out and In a Document
How to Check Out and In a Document in M-Files with Microsoft Word and Adobe Photoshop
- Quick Tip Menu Bar
This short video will cover how to turn on the Menu Bar in the M-Files Client.
- Quick Tip New Login and User Accounts
This short video will cover how to create a Login and User Accounts in M-Files.
- Quick Tip Change Login and User Accounts
This short video will cover how to change a Login Account and update User in M-Files. With a five question Knowledge test at the end of the Quick Tip.
- Quick Tip Personal Views
This short video will cover how to create a Personal View in M-Files.