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