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Information Technology

2025 M-files training tutorial


Description
M-Files is a robust document management solution that streamlines the organization and management of electronic documents. This training is designed for beginners, providing you with all the essential skills to get started and work effectively in M-Files. You'll learn the key features and fundamentals needed to navigate the platform with confidence and efficiency.

For any questions you may have after the training, please contact the subject matter expert: Elton Souza.

Internal or classroo...: Internal training Course type: Internal

Content
  • Introduction
  • 01. M-Files introduction
  • 02. Test
  • Saving Information
  • 03. Introduction to the Metadata Card
  • 04. Test
  • 05. Saving Your Documents to M-Files
  • 06. Creating New Objects in M-Files
  • 07. Test
  • Finding Information
  • 08. Finding Information with Metadata and Search
  • 9. Test
  • 10. Finding Information with Views
  • 11. Pinning and Sorting Your Favorites
  • Modifying and Sharing
  • 12. Modifying Without Versioning Chaos
  • 13. Test
  • Course feedback
Completion rules
  • All units must be completed