DOCSLIB.ORG

M-Files User Guide

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
M-Files User Guide M-Files 2015.1 User Guide M-Files | Contents | 2 Contents 1. Introduction to M-Files..................................................................................7 1.1. M-Files Terminology..............................................................................................................................7 2. System Overview......................................................................................... 10 2.1. Deployment Options for M-Files Server............................................................................................. 10 2.2. M-Files Web........................................................................................................................................ 12 Logging in to M-Files Web.............................................................................................................. 12 M-Files Web User Interface............................................................................................................ 12 2.3. Mobile Apps........................................................................................................................................ 13 Enabling the use of mobile apps for on-premises vaults................................................................ 14 Logging in to M-Files Mobile...........................................................................................................14 Adding vault connections with links................................................................................................ 15 2.4. M-Files and Virus Scanning................................................................................................................15 2.5. Accessing M-Files Vaults without VPN...............................................................................................15 2.6. HTTPS Connections to M-Files Server.............................................................................................. 16 2.7. M-Files and Federated Authentication................................................................................................16 2.8. Language Versions of the M-Files Software...................................................................................... 16 3. Installation and Implementation of the Software......................................18 3.1. System Requirements.........................................................................................................................18 3.2. Installing the Software.........................................................................................................................19 3.3. Creating a Document Vault and a User............................................................................................. 20 New Document Vault.......................................................................................................................21 New Login Account......................................................................................................................... 22 New User......................................................................................................................................... 23 3.4. M-Files Desktop Settings.................................................................................................................... 24 Adding a Document Vault Connection............................................................................................ 25 User-specific Settings...................................................................................................................... 28 Computer-specific Drive and Cache Settings................................................................................. 29 Other Computer-specific Settings....................................................................................................30 Export Vault Connections and Settings.......................................................................................... 33 3.5. Installing M-Files Upgrades................................................................................................................ 33 Upgrade Instructions for Organizations Using Windows XP...........................................................36 4. Exploring the Document Vault................................................................... 38 4.1. Using M-Files Desktop........................................................................................................................38 Task Area........................................................................................................................................ 40 Listing Area......................................................................................................................................41 Metadata Card................................................................................................................................. 42 4.2. M-Files Shortcuts................................................................................................................................ 46 4.3. Creating a Document..........................................................................................................................47 Example: A New M-Files Document............................................................................................... 49 4.4. Saving in M-Files................................................................................................................................ 50 Example: Saving a PowerPoint Presentation to M-Files.................................................................51 Example: Saving a PowerPoint Presentation to M-Files by Using the M-Files Tab........................ 52 4.5. Checking In a Document.................................................................................................................... 52 M-Files | Contents | 3 4.6. Deleting a Document.......................................................................................................................... 52 4.7. Creating and Completing Assignments.............................................................................................. 53 Creating a New Assignment for an Existing Document..................................................................55 Creating a New Assignment for a New Document......................................................................... 55 Completing an Assignment..............................................................................................................56 Completing an Approval Assignment.............................................................................................. 56 4.8. Creating Other Objects....................................................................................................................... 57 Example: Creating a New Customer............................................................................................. 58 4.9. Transferring Existing Files to M-Files................................................................................................. 58 Transferring Files to M-Files by Dragging and Dropping................................................................ 59 Transferring Files to M-Files by Copying and Pasting....................................................................60 Transferring Folders to M-Files by Using the Import Files and Folders Dialog............................... 60 4.10. Annotations and Redlining................................................................................................................ 61 Using Annotations............................................................................................................................62 4.11. Version History..................................................................................................................................64 4.12. Using Views...................................................................................................................................... 64 4.13. Finding Documents and Other Objects............................................................................................ 64 4.14. Show Status...................................................................................................................................... 65 4.15. Office and AutoCAD Functions.........................................................................................................67 5. Basic Functions in M-Files Desktop..........................................................68 5.1. "View" Menu........................................................................................................................................68 5.2. "New" Menu........................................................................................................................................ 69 New Annotation............................................................................................................................... 69 New Document................................................................................................................................ 69 New Document Collection............................................................................................................... 75 New Object...................................................................................................................................... 76 New View.........................................................................................................................................76
Load more

Recommended publications
  • Filehold 16.0 Release Guide
    RELEASE GUIDE VERSION 16.0 Copyright ©2018 FileHold Systems Inc. All rights reserved. For further information about this manual or other FileHold Systems products, contact us at Suite 250 - 4664 Lougheed Highway Burnaby, BC, Canada V5C5T5, via email [email protected], our website http://www.filehold.com, or call 604-734-5653. FileHold is a trademark of FileHold Systems. All other products are trademarks or registered trademarks of their respective holders, all rights reserved. Reference to these products is not intended to imply affiliation with or sponsorship of FileHold Systems. Proprietary Notice This document contains confidential and trade secret information, which is proprietary to FileHold Systems, and is protected by laws pertaining to such materials. This document, the information in this document, and all rights thereto are the sole and exclusive property of FileHold Systems, are intended for use by customers and employees of FileHold Systems, and are not to be copied, used, or disclosed to anyone, in whole or in part, without the express written permission of FileHold Systems. For authorization to copy this information, please call FileHold Systems Product Support at 604-734-5653 or email [email protected]. Ta ble of Contents FileHold 16.0 CONTENTS 1. FILEHOLD 16.0 OVERVIEW .................................................................................................................. 1 2. SYSTEM REQUIREMENTS FOR FILEHOLD 16.0 ...................................................................................... 1 2.1.
    [Show full text]
  • Pdfdocs 4 – Advanced User Guide
    pdfDocs 4 – Advanced User Guide pdfDocs 4.2 U1 with OCRDesktop August 2015 Sydney - London - Pittsburgh - Portland - Manila www.docscorp.com - [email protected] Table of Contents TABLE OF CONTENTS ............................................................................................................................................................. 3 INTRODUCTION ..................................................................................................................................................................... 7 WHAT ARE THE KEY FEATURES IN PDFDOCS 4 ...................................................................................................................... 8 SINGLE DOCUMENT MODE ............................................................................................................................................................... 8 ORGANIZER PROJECTS ..................................................................................................................................................................... 8 BINDER PROJECTS ........................................................................................................................................................................... 8 REDACTION .................................................................................................................................................................................... 8 DMS INTEGRATION ........................................................................................................................................................................
    [Show full text]
  • What's New in Office 2016, Windows 10, and Office Online
    What’s New in Office 2016, Windows 10, and Office Online McGraw-Hill Education is pleased to share highlights and summaries of “What’s New” for Microsoft Office 2016 suite (365), Windows 10 and Office Online courtesy of our author Randy Nordell. This “What’s New” content is consistent across all of our MHE content including Nordell; In Practice Series, Triad Interactive; SIMnet & Skills Approach Series and Project Learn Series. The latest versions of Microsoft Office, Windows 10, and Office Online focus on the following themes: 1. Improved Collaboration and File Sharing (from Office for us, to Office with others) 2. Redesigned Windows 10 to include the best features of Windows 8.1 and Windows 7 3. Enhanced Capability for Online Office files (Office Online)and Mobile Devices (Office Universal apps) 4. Expanded Integration and Consistency of the Windows/Office/Online User Experience (Office Desktop apps, Office Universal apps, and Office Online) Office 2016 • Automatic upgrade with an Office 365 account. • Easier and more intuitive sharing and collaboration via Share task pane (for sharing OneDrive files). • Search/Help—Tell Me feature for quick access to commands (a new and better Clippy☺). • Office 2016 for Mac (Mac gets the Office suite first…for a change). • Office file connectivity with Dropbox. • Rolling updates (What’s New…Got It!). • More intuitive Save As and Open options on the Backstage view. • Manage Microsoft Account more easily from the Backstage view. • Colorful Office theme as the default,Dark Gray for accessibility, and many more Office backgrounds. • Increased pre-set Shape Styles in Word, Excel, and PowerPoint.
    [Show full text]
  • O365 Microsoft Modern Workplace Training Series #2 Learn How to Get More out of the Most Modern Microsoft Applications
    O365 Microsoft Modern Workplace Training Series #2 Learn how to get more out of the most modern Microsoft applications Join me online to learn more – Click the link (s) to join during the following dates/times. **These are all online meetings. Please j oin via USB headsets if you have them** Microsoft Teams (Moving your Team to Teams) Join me in Microsoft Teams Meeting on 8/ 11/2020 10AM-11AM ((CLICK HERE)) Microsoft Teams (Working productivily just in Teams all day) Join me in Microsoft Teams Meeting on 8/12/2020 10AM-11AM ((CLICK HERE)) Microsoft Teams Mobile App (Learn more about Teams mobile app) Join me in Microsoft Teams Meeting on 8/18/2020 10AM-11AM ((CLICK HERE)) Microsoft for Telecommuting (Using remote tools and Managing a remote workforce with Microsoft tools) Join me in Microsoft Teams Meeting on 8/19/2020 10AM-11AM ((CLICK HERE)) Microsoft Optimization and MyAnalytics (Work smarter NOT harder and gain back time with Microsoft tools) Join me in Microsoft Teams Meeting on 8/25/2020 10AM-11AM ((CLICK HERE)) Microsoft Forms (Get the most out of your Forms) Join me in Microsoft Teams Meeting on 8/26/2020 10AM-11AM ((CLICK HERE)) Microsoft Power Automate (Automate even more & gain back time) Join me in Microsoft Teams Meeting on 9/01/2020 10AM-11AM ((CLICK HERE)) Microsoft PowerBI (WORKSHOP - Make and share a simple report dashboard) Join me in Microsoft Teams Meeting on 9/02 /26/2020 10AM-11AM ((CLICK HERE)) Microsoft PowerApps (WORKSHOP – Build your first app) Join me in Microsoft Teams Meeting on 9/08/2020 10AM-11AM ((CLICK HERE)) Microsoft Planner (Use Planner and To Do to Manage personal tasks or team tasks and get more done) Join me in Microsoft Teams Meeting on 9/09/2020 10AM-11AM ((CLICK HERE)) ***See below for a brief description of what top use application are*** Brief description of each new modern workplace application • Microsoft Teams/O365 Groups - Microsoft Teams is a unified communication and collaboration platform that combines persistent workplace chat, video meetings, file storage, and application integration all in one place.
    [Show full text]
  • What Is Office 365? What Is Office 365?
    ARMA Greater Columbus Office 365 eDiscovery and Information Governance Workshop May 17, 2018 2 Both Sides Now by Joni Mitchell 3 Agenda – O365: monumental impact on IG and eDiscovery – Background on O365 – Dynamics introduced by moving to O365 – What is O365? – Key elements of O365 – How does O365 work? – Security & Compliance Center – Information Governance features in O365 – eDiscovery features in O365 – O365 Resources 4 IG considerations in context of O365 Executive Sponsor • IG is primary stakeholder for O365 planning, strategy, and management Information policy development and communications • Policies created to account for and/or adapt to O365 Information organization and classification • Labels and auto-classification and what to use when Information security • Identifying and protecting sensitive content with data loss prevention and information rights management Information accessibility • Right people at the right time via Teams, Groups, SharePoint Information control • Identify, classify, access, preserve, review, records management, eDiscovery Information governance monitoring and auditing • Data loss prevention, Supervision, Data Governance dashboards 5 Keep in mind – Pros and cons of O365 adoption from your perspective – What features and functions to adopt? – Technology replacement opportunities? – SourceOne – DMS – DLP – Others 6 O365: monumental impact on information governance and eDiscovery The widespread adoption of O365 is one of the most disruptive and significant trends to hit the Information Governance and eDiscovery
    [Show full text]
  • Symbols and Numerics a - (Subtraction) Operator, Excel Formulas, 267 A4 Paper, Printing On, 184 % (Percent) Operator, Excel Formulas, 267 Access, 532
    Index Symbols and Numerics A - (subtraction) operator, Excel formulas, 267 A4 paper, printing on, 184 % (percent) operator, Excel formulas, 267 Access, 532. See also databases, Access & (ampersand) symbol, Access, 514 cells, 493 & (concatenation) operator, Excel, 267 creating, 497–499 * (asterisk) operator, 157 database tables * (multiplication) operator, Excel formulas, 267 Attachment data type, 513 / (division) operator, Excel formulas, 267 AutoNumber data type, 513, 514–515 ? (question mark) operator, Word, 157 Calculated data type, 513 @ (at) symbol, Access, 514 choosing fields for, 503 ^ (exponentiation) operator, Excel formulas, 267 creating, 505–509 + (addition) operator, Excel, 267 Currency data type, 513 < (left bracket) symbol, Access database data types for, 512–515 tables, 514 Date/Time data type, 513 < (less than) operator defined, 493 Access, 550 entering data in, 533–539 Excel, 267 fields, 510–524 <= (less than or equal to) operator filtering, 544–550 Access, 550 finding missing records, 540–541 Excel, 267 finding/replacing data, 541–542 <> (not equal to) operator Hyperlink data type, 513 Access, 550 indexing, 524–526 Excel, 267 Large Number data type, 513 = (equal to) operator Long Text data type, 513 Access, 550 Lookup Wizard data type, 513 Excel, 267 mapping relationships between, 503–504 > (greater than) operator, 157 Number data type, 513 Access, 550 OLE Object data type, 513 Excel formulas, 268 opening, 509–510 > (right bracket) symbol, Access database overview, 492–494 tables, 514 primary key fields, 503–504 >= (greater
    [Show full text]
  • PIIDPA Annual Report 2017
    PERSONAL INFORMATION INTERNATIONAL DISCLOSURE PROTECTION ACT 2017 Annual Report Nova Scotia Department of Justice Table of Contents Message from the Minister of Justice ............................................................................................... i Methodology ................................................................................................................................... v Key to Submitted PIIDPA Reports .................................................................................................. vi Foreign Access and Storage by Government Departments ............................................................. 1 Aboriginal Affairs ......................................................................................................................... 1 Agriculture ................................................................................................................................... 1 Business ..................................................................................................................................... 2 Communications Nova Scotia...................................................................................................... 2 Communities, Culture and Heritage ............................................................................................. 3 Community Services ................................................................................................................... 6 Education and Early Childhood Development .............................................................................
    [Show full text]
  • How to Use Office 365 and X1 Discovery to Achieve Your Ediscovery Goals Agenda
    HOW TO USE OFFICE 365 AND X1 DISCOVERY TO ACHIEVE YOUR EDISCOVERY GOALS AGENDA • Office 365 eDiscovery and Compliance features and functions • X1 Distributed Discovery features and demo • Q&A/Open Discussion with Audience WWW.D4DISCOVERY.COM 2 PANELISTS Rachi Messing Senior Program Manager John Patzakis Executive Chairman of the Board Rafe Stanley [Moderator] Discovery Engineer WWW.D4DISCOVERY.COM 3 OFFICE 365 RACHI MESSING WWW.D4DISCOVERY.COM 4 Employees work on nearly 2x the number of teams than they did five years ago* 41% employees say mobile business apps are changing the way they work* Information overload wastes 25% of employee time, costing Digital trends are U.S. business $997B each year* changing the way 160M customer records leaked* people work 229 days to detect security infiltration* * Multiple industry sources. Office 365 Service offerings by category Authoring Mail & Social Sites & Content Chat, Meetings Analytics & Voice Word Outlook OneDrive Microsoft Teams Power BI Excel Yammer SharePoint Skype for Business MyAnalytics PowerPoint Delve OneNote Office 365 Groups Graph Security & Compliance Top 3 Cloud Concerns 73% orgs indicated security as a top challenge holding back SaaS adoption 89% of orgs required to govern content for compliance or business continuity purposes 63% of orgs state transparency challenges restrict them from growing their cloud usage Office 365 Built-in capabilities and customer controls Best-in-class security Privacy by design with a Commitment to meeting Transparency in our with over a decade of commitment
    [Show full text]
  • Advanced Classification and Auto Labeling Using Microsoft Information Protection to Detect and Protect Sensitive Data
    Advanced Classification and Auto Labeling Using Microsoft Information Protection to detect and protect sensitive data Microsoft Information Protection Tony Themelis (Product Management) Nir Hendler (Customer Adoption Team) Adam Bell (Customer Adoption Team) Microsoft Information Protection (MIP) BUILT-IN Built-in labeling and protection experience in Microsoft 365 apps, Microsoft 365 services, other MS services like Power BI, Edge and Windows INTELLIGENT Accuracy in classification via ML based trainable classifiers, exact data match and entities UNIFIED Single admin console to configure and manage your policies and view analytics across on-premises, Microsoft 365 apps, Microsoft 365 services, 3rd party services and Windows devices EXTENSIBLE MIP platform extends the protection experience, in a consistent way, to popular non-Microsoft apps and services Microsoft Information Protection is a built-in, intelligent, unified and extensible platform and solution to protect sensitive data. Microsoft Information Protection Windows MCAS MacOS iOS Android On- Premises MIP Data Classification Service AZURE Azure Sensitive Information Types Purview ADLS SQL DB Azure Files Cloud Upload Out of Box Custom Trainable Classifiers o Credit Card o RegEx o Sample Content Blobs Cosmos DB App Control o SSN o Dictionary o Test o License o Fingerprint o Validate USB Drive o More o EDM o Publish Network Endpoint Sensitivity Labels Print Insider Risk S3 IG Management / Clipboard Public Confidential AED Communications Compliance General … MIP policy scope and coverage
    [Show full text]
  • Auto Numbering in Excel Spreadsheet
    Auto Numbering In Excel Spreadsheet Is Zacharia rhinencephalic or hypogynous when constellating some obeyer misdrawing meticulously? drummockAveril overstay and herimpolder goalposts his dotage synecologically, so crabwise! she toggles it mutually. Relegable Nevil bits some If cab is not introduce you observe, Excel Enters All running The Required Punctuation, then adhere to Macros. Excel Macro Find Column Header And Copy Column. Thanks for auto numbering in excel spreadsheet in a google sheets can use auto numbering using? Normally you do fill A1 in with 1 fill A2 with the formula A11 and then drag the choice box on back bottom height of cell A2 down as of as each want money go. This spreadsheet tool automatically filled in spreadsheets. Drag its fill handle notice the final cell harvest the series. The article will not yet fixed now we can also be possible for microsoft excel maintenance work or null value in excel using only for. How did with a complex topology it does a cell are created with. In our but, I weep a fence row at the end reading the whine, and can click Excel Options. Select voice typing tool for excel spreadsheet will display a really want the background. Please enter your spreadsheet using only auto filled all versions of excel format cells. This flawless approach will no longer be a range or moving from google sheets file, any intricacies might have javascript disabled and. However, do finally show lazy loaded images. Spreadsheets needs improvement, record and i need sequence alignments of! Sometimes you likely find that cut want to numb a holding of numbers very core when creating a spreadsheet without theft to manually type each day in.
    [Show full text]
  • Sharing Documents with Office
    DeepDive THINKSTOCK Copyright © 2016 InfoWorld Media Group. All rights reserved. • $79 PAASOFFICE 365 DOCUMENT SHARING InfoWorld.com DEEP DIVE SERIES 2 Deep DiveDive How to get Office 365 document sharing to actually work BY GALEN GRUMAN You know how in the movies the monster lopes along yet always somehow catches the screaming girl who’s running away from it? That’s been the story of Office 365, Microsoft Office, and OneDrive, the three pillars of Micro- soft’s attempt to move its productivity suite into a collabo- ration tool, both across users and across devices. But now, after years of progress and piecemeal rollouts, Microsoft has finally pulled together the pieces into a cohesive package and delivered on the original collaboration promise. OFFICE 365 DOCUMENT SHARING InfoWorld.com DEEP DIVE SERIES 3 Deep Dive Well, mostly — the tools still have gaps, but the main issue is deadly practical: It’s not obvious how to use them together, so many users can’t capitalize on the collaboration promise, though they now have the tools to do it. Office 2016 makes it very easy to share documents, whether for collaboration or library purposes, such as making a manual available to your team. Office 2016 also makes it easy for individuals to access documents stored in their OneDrive cloud storage accounts from multiple computers, tablets, and even smartphones. If you install Microsoft’s OneDrive app, you can access your documents — any files, in fact — from any application, not only Office 2016 ones, from any of your devices. You can also share those files with anyone using the OneDrive Online Web app — again, whether or not they are Office 2016 documents.
    [Show full text]
  • Microsoft 365
    MICROSOFT 365 The POPI Act, GDPR & Compliance. Brought to you by First Technology, in strong partnership with Microsoft. THE KEY PURPOSES WHAT IS THE POPI OF THE POPI ACT ACT? (AS DECREED) ARE: The Protection of Personal Information Act (or POPI Act) is South Africa’s equivalent of the EU GDPR. It sets some conditions for 01 responsible parties (called controllers in other jurisdictions) to lawfully process the personal To give effect to the constitutional right to privacy, by information of data subjects (both natural and safeguarding personal information when processed by a juristic persons). responsible party. The POPI Act does not stop you from processing and does not require you to get consent from data subjects to process their 02 personal information. Whoever decides why and how to process personal information is responsible for complying with the conditions. To regulate the manner in which personal information There are eight general conditions and three may be processed, by establishing conditions, in extra conditions. The responsible party is also harmony with international standards, that prescribe responsible for a failure by their operators the minimum threshold requirements for the lawful (those who process for them) to meet the processing of personal information. conditions. The POPI Act is important because it protects data subjects from harm, like theft and 03 discrimination. The risks of non-compliance include reputational damage, fines and To provide persons with rights and remedies to protect imprisonment, and paying out damages their personal information from processing that is not in claims to data subjects. The biggest risk, after accordance with this Act.
    [Show full text]