DOCUMENT MANAGEMENT

We provide a variety of solutions to help organizations manage their entire set of electronic assets. These electronic or digital assets may be DOCUMENTS (PDF, Word, Excel, etc); or DIGITAL IMAGES (logos, brand elements, etc); or organizational METADATA (information about each asset, and data generated in the course of business).  A more generalized term for storing and managing all of these types of assets is “Enterprise CONTENT Management”.

One key solution we have successfully deployed and integrated into many organizational workflows is M-Files.

M-Files Key Features

Annotate & Redline

Annotations and relining in M-Files allows any M-Files user to add comments to a document withought modifying the original file. See all annotations and comments at once or view each bit of feedback individually.

eSign

M-Files Mobile Access enables businesses to maintain compliance outside of the office. The eSignature capability integrated into M-Files allows for regulated businesses to approve and monitor processes even from a mobile device.

Outlook

M-Files is tightly integrated with Microsoft Outlook. Easily save emails and attachments directly to your M-Files vault. M-Files Smart Folders know exactly what documents are and who they are related to. Watch how M-Files and Microsoft Outlook help you get things done quickly.

Scan & OCR

Scan documents and automatically make them searchable with OCR technology built right into M-Files. M-Files works with any USB scanner so compatibility is never an issue, just scan, store and let M-Files do the rest.

Templates

Eliminate unnecessary recreation of documents with M-Files Document Templates. Here’s how to quickly create a template that will fill in information automatically for commonly used contracts, agreements and other documents.

Co-Authoring

Simultaneously edit shared documents with Co-Authoring in M-Files. Check a document out in M-Files and send the co-authoring link to co-workers, work groups and other collaborators to seamlessly edit a single document.

Mobile Access

Mobile Access makes your M-Files Vault (including documents and workflows) accessible anywhere even away from the office. M-Files mobile apps are available for download from the iTunes App Store (iOS), Google Play (Android) and the Windows Phone Store.

Permissions

Managing complex access control policies becomes overwhelming with the limitations of most systems. M-Files provides unlimited control over any type of content while keeping things simple. That’s because permissions can be assigned based on what something is instead of where it’s stored.

Search

Searching for (and finding) information in M-Files is supper fast. M-Files even searches inside documents to make sure you can find anything you’re look for.

Views

Dynamic Views are virtual folders that organize information automatically based on what it is instead of where it’s saved.

Edit

Check out a document in M-Files to protect it from being edited by someone else. When you’re done editing, just check it back in and others can see any changes you’ve made.

Offline

Accessing important information and documents no matter wh3ere you are is vital. M-Files Offline Availability allows you to view, edit and save documents even without access to WIFI or a VPN.

Save

Quickly and easily save documents to M-Files while ensuring they can be easily discovered and accessed by others in your organization.

Share

Sharing email and documents in M-Files is as easy as a right click. Whether you need to send someone a document or collaborate with colleagues, M-Files keeps everything streamlined and organized.

Workflows

Use M-Files Automated Workflows to streamline common business processes (like contract approvals, controlled content, invoicing etc.) stay productive, and ensure compliance. M-Files automatically monitors each step of the workflow process and sends a notification when there’s something that need to be handled. It’s simple, quick and built in to M-Files.

Industry Solutions

Accounting Management

The day-to-day operations of your business rely heavily on efficiently managing and processing accounting documents like invoices, receipts, purchase orders, financial statements and tax documents. M-Files lets you take control of accounting documentation, helping you increase performance and competitiveness while improving operational efficiency and avoiding risk.

Document Management (DMS)

Documents are the lifeblood of your organization, and fast access to the correct version of documents can be the difference between success and failure. M-Files document management enables the right people to access the right files instantly.

Project Management

Planning, organizing and managing project resources and processes can be daunting and overwhelming. With M-Files, it’s easy to define simple rules for content visibility, task deadlines and ownership – which is why project management is one of the most prevalent M-Files customer use cases.

Sales and Marketing Automation

Your business relies on CRM software to stay in touch with customers, leads and other contacts. M-Files can integrate with your existing CRM system creating a seamless connection between your core sales automation platform and the critical content that your sales team needs to blow out the numbers. With M-Files, customer-related documents – such as proposals, presentations, contracts, purchase orders, invoices, quotes and emails, can be quickly located and accessed — directly from the CRM of your choice.

Contract Lifecycle Management (CLM)

Manually managing contracts is very time and resource-intensive. M-Files streamlines contract management processes by helping you keep your contracts organized and ensuring the right people always have fast access to the right version of any contract from any place or from any device.

Human Resources (HR)

From recruitment and training to performance appraisals, payroll and benefits, effectively managing your employees enables you to retain talent and maximize operational knowledge. M-Files manages and tracks all employee and HR and employee-related information and tasks to keep your business running smoothly.

Quality and Compliance

Your company produces products with rigorous quality and compliance requirements, and adequately managing standard operating procedures (SOPs), non-conformance reports, corrective and preventative actions (CAPAs) can be daunting and resource-intensive tasks. M-Files makes it easy to improve your quality management systems, meet certification requirements and fly through audits with document and process management capabilities designed for organizations with strict quality and compliance needs.

Standard Operating Procudures (SOP)

Standard Operating Procedures (SOPs) provide your employees with a reference to common business practices, activities and tasks. Ensure your workforce has access to the most current SOP versions and verify the appropriate individuals have read them with M-Files.

Corrective and Preventive Actions (CAPA)

Thoroughly remedying a manufacturing issue or nonconformance by initiating a corrective and preventative action (CAPA) is critical for ensuring high quality and staying compliant. M-Files enables you to organize and manage all quality-related documents (like SOPs) and associated processes, such as CAPAs.

Invoice Processing (AP)

Ensuring invoices are paid in a timely manner helps you maintain good relationships with your suppliers and vendors. M-Files enables you to automate and track the review and approval of invoices as well as other financial business processes.

Records Management (RIM)

Controlling and governing your company’s records throughout their entire life-cycle is critical to ensure compliance with legal and operational obligations. With M-Files, information governance is a snap — you can easily manage records from the point at which they are conceived to their eventual archival and possible disposal.

Training Management

Manually managing staff learning requirements, certifications and other training tasks is a time consuming process. M-Files automates training-related activities and workflows and enables you to easily manage course lists and materials, as well as record, track and report on training.