M-Files

Who Uses M-Files?

M-Files excels as a solution in small to medium sized businesses that rely heavily on paper-based processes. M-Files delivers high value to businesses in highly regulated industries.

What Is M-Files?

M-Files’ AI-powered intelligent information management solution connects all documents and information, across every platform and repository, then analyzes them to place them in context. This makes it possible to serve up the right information to the right people right when they need it—and automate information-driven business processes—while maintaining complete control and compliance.

M-Files Details

M-Files

http://www.m-files.com

Founded 1989

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Starting price

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US$2.00/month
US$5.00/month

Free Version

Free Version No
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Free Version Yes
Free Version Yes

Free Trial

Free Trial Yes
Free Trial Yes
Free Trial Yes
Free Trial Yes

M-Files deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Windows (Desktop)
  • Windows (On-Premise)
  • Linux (On-Premise)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

M-Files Features

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Asset Management
  • Audio File Management
  • CRM
  • Calendar Management
  • Campaign Management
  • Collaboration Tools
  • Commenting/Notes
  • Configurable Workflow
  • Content Library
  • Content Management
  • Content Publishing Options
  • Customisable Branding
  • Customisable Forms
  • Customisable Templates
  • Document Classification
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Forms
  • Email Management
  • Engagement Tracking
  • File Management
  • Filtering
  • Forms Management
  • Full Text Search
  • Image Editing
  • Metadata Management
  • Multi-Language
  • Reporting & Statistics
  • Role-Based Permissions
  • SEO Management
  • Search/Filter
  • Single Sign On
  • Social Media Integration
  • Tagging
  • Template Management
  • Text Editing
  • Third Party Integrations
  • User Management
  • Version Control
  • Video Support
  • WYSIWYG Editor
  • Website Management
  • Workflow Management

View full list of Content Management Systems

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Content Management
  • Customisable Branding
  • Customisable Templates
  • Data Import/Export
  • Digital Signature
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Forms Management
  • Full Text Search
  • Offline Access
  • Optical Character Recognition
  • Projections
  • Reporting & Statistics
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Tagging
  • Task Management
  • Template Management
  • Third Party Integrations
  • Version Control
  • Workflow Management

View full list of Document Management Software

  • API
  • Access Controls/Permissions
  • Active Directory Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Automated Scheduling
  • Change Management
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Corrective and Preventive Actions (CAPA)
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Digital Signature
  • Document Automation
  • Document Check-in / Check-out
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • FDA Compliance
  • File Management
  • For Engineering Documents
  • Forms Management
  • Full Text Search
  • Indexing
  • Metadata Management
  • Quality Control
  • Real Time Reporting
  • Reporting & Statistics
  • Revision History
  • Role-Based Permissions
  • SSL Security
  • Status Tracking
  • Tagging
  • Task Management
  • Third Party Integrations
  • Training Management
  • Version Comparison
  • Version Control
  • Version Rollback
  • Workflow Management

View full list of Document Version Control Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Archiving & Retention
  • Asset Management
  • Audit Management
  • Audit Trail
  • Collaboration Tools
  • Compliance Management
  • Configurable Workflow
  • Content Library
  • Content Management
  • Customisable Branding
  • Customisable Forms
  • Customisable Templates
  • Data Capture and Transfer
  • Digital Asset Management
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • File Management
  • Filtering
  • Forms Management
  • Full Text Search
  • Image Editing
  • Indexing
  • Information Governance
  • Metadata Management
  • Mobile Access
  • Multi-Language
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • SEO Management
  • Search/Filter
  • Secure Data Storage
  • Single Sign On
  • Tagging
  • Task Management
  • Template Management
  • Third Party Integrations
  • Version Control
  • Website Management
  • Workflow Management

View full list of Enterprise Content Management Software

  • API
  • Access Controls/Permissions
  • Active Directory Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Calendar Management
  • Chat/Messaging
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Content Management
  • Customisable Branding
  • Customisable Templates
  • Data Synchronisation
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Encryption
  • File Management
  • File Transfer
  • Full Text Search
  • HIPAA Compliant
  • Live Chat
  • Messaging
  • Mobile Access
  • Projections
  • Real Time Notifications
  • Real Time Synchronisation
  • Reporting & Statistics
  • Role-Based Permissions
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Single Sign On
  • Tagging
  • Task Management
  • Third Party Integrations
  • Two-Factor Authentication
  • User Management
  • Version Control
  • Workflow Management

View full list of File Sharing Software

M-Files Alternatives - Capterra New Zealand 2021

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M-Files Reviews

Read all reviews

Overall rating

4.2/5

Average score

Ease of Use 4
Customer Service 4.1
Features 4.2
Value for Money 4.2

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Clarwin C.
Clarwin C.
IT Services Manager
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2/04/2018

"Go-to application for any Digitization Project"

Comments: M-files is a must for any company seeking to implement digital transformation initiatives in their company. I love best is its extensive feature set and seamless integration with Microsoft products (e.g., office, IIS server, MS SQL, Windows, etc.) The workflow feature is easy to customize, setup, and implement. It will change the way you deal with paper documents once you experience how easy it is to digitize, and manage your documents. The OCR functionality is a beast! Just like having Google on your local repository, reading through the very contents of your digital documents.

Pros: The thing I like the most is the seamless integration with Microsoft products. This made it easy for implementing the use of M-files into our office workflow (it works well from within Outlook, Microsoft Office, even Windows Explorer). The creation of a Workflow is made very easy via a graphical workflow editor. Just a little learning curve and we are able to setup the different manual processes into a solid digital workflow for the office (e.g., filing for leave, routing of papers for approval, storing scanned copies of contracts and any kind of document in the office).

Cons: When implementing on a large scale (e.g., company-wide) we really had to sit down and plan out our licensing arrangement. Note that M-Files comes in a variety of licensing options (e.g., read-only, named user, concurrent user). Some offices can possibly share licenses (but number of active sessions will be limited). Planning out the best license option is quite a task since we were woking on a limited buget and we had to optimize the value-for-money setup we can have. It can also be a bit overwhelming for new users. We had a bit of difficulty in the deployment since we had to train all the users (who found it not so intuitive at first). But then, after the training, it has then been integrated well for our daily use.

  • Reviewer Source 
  • Reviewed on 2/04/2018
David G.
David G.
IT Project Manager
Investment Management, 501-1,000 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 30/04/2019

"One Place for All Document Types"

Comments: M-files was a great tool to create one common space for us to store, share, and retrieve documents and digital assets online. Workflow are next, but we're still securing more funding given the new pricing model.

Pros: Our office being limited with space has decided to keep tidy and lean by going digital. We tried M-files because it has good reviews, good recommendations from industry partners, and it has been receiving awards as well. So far, so good. After manual scanning, we upload our files into the M-files vault and everything is securely stored and easily accessible in one place. Searching for the file you need is easy because M-Files makes searching via metadata, and also not by location logic, but by what the document you're looking for is. Workflows is another reason we took M-Files in. We played around with it and it really is easy to create workflows via the graphical logic setup screen. Even the non-technical staff understands how the design works because it is pretty intuitive and straight-forward.

Cons: M-Files has changed its delivery and pricing model. We have a perpetual license for 2018, but it turns out we need to upgrade into the subscription model for M-Files 2019 in order to continue receiving the updates, upgrades, and customer support. Since we have not yet upgraded, we are put on hold in terms of implementing our digital workflows. Now we're just waiting for the next budget season and release to upgrade.

Vendor Response

by M-Files on 1/05/2019

Hi David,
Thank you for sharing about your experiences using M-Files with others on Capterra. It is rewarding to hear that M-Files has helped your business with its digital transformation and that you are realizing improvements in the way that your staff store, share, and retrieve documents and digital assets online.

I am confident that when you are ready to upgrade to M-Files Online that your company will see the value in having immediate access to product improvements and new capabilities.

Please feel free to reach out or visit our customer portal should you have any questions or if we can be of assistance to you.

  • Reviewer Source 
  • Reviewed on 30/04/2019
Verified Reviewer
Software Developer
Security & Investigations, 201-500 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
    Unrated
  • Value for Money
  • Likelihood to Recommend
    1/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 16/02/2017

"Expensive, bad documentation, no debugging capability and bad support from the vendor"

Comments: We are a german company that uses M-Files for some years. I'm the poor guy that has to configure the backend/server side.
The basic functions are easy to setup, once installed, the server and client side runs well. The basic idea is easy to understand, documents belongs to classes ans has class-specific metadata attributes like "telephone number". Attributes can be linked to other objects... fine!
What makes me sleepless nights is, that if the implementation of a little bit more complex things like right structures, workflows with many steps e.g., you're totally lost with M-Files.
There are some different documentation pdfs, describing just the basic functionality - WITHOUT CLEAR EXAMPLES.
There's the possibility to submit tickets (if you have a support contract). This tickets are answered after some days by (asian?) supporters. There's a lot of mail-overhead just to desribe the problem. In most cases the supporters does not respond to the concrete problem. The do'n offer, for example, a short teamviewer session to solve the problem on the customers system. That's can not be calles good support!
M-Files provides the possibility to write own (visual basic) code, triggered by event handlers. This code can be written to a empty white editor (without any debug possibilities, or any kind of help to the programmer) on the server side. Notepad.exe provides more features! No Breapoints, no debug log output, the only way to debug own code is to rise exceptions that blows the script. That is 1983, not 2017! The API functions are not nice encapsulated, it's a nightmare to wirte own code...but required often - to customize and build workarounds for missing functionality.
Logging in general...not nice. There's a "event log" on the server side. Some basic events are logged here, for example login, logout, document checkout... But it's not very detailed! If somethin went wrong, it's not written there. Maaan!
The user frontend (windows client) looks nice and works well. The server side looks also nice on the first view, but many "nice" features are not implemented. Lists of 300+ Users... no search field, no possibility to select 5 people and delete them, you have to do tis one by one...
I hope this (view from the administration part) gives you a small impression of the daily work. M-Files seems to spend a lot of money in marketing an nice small videos to bring the CEO to buy the product, but where are the videos describing the rights structure from the technical side? Nope!

Pros: - Usefull user interface on the client side
- Good basic structure

Cons: - Expensive
- Very bad support
- Bad documentation
- No usefull examples
- Not self-explaining to the adminsitrator

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 16/02/2017
Çağrı E.
Çağrı E.
Engineer
Automotive, 10,000+ Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 6/03/2020

"Good For Data Storage But It Needs To Be Faster To Allow User Better Experience""

Comments: I have been using this software for 2 years.We were storing the working documets to another sharefolder. First feeling was there was no folder structer and user interface is not familliar as we were using before. But I would like to add using M-files Software has increased our storage capacity. It also helps data transmits when someone left the company.We have started to eliminate know-how lost in company .Addition to this I feel working with this softare may be time consumer.M-Files team needs to improve the infterface and needs to make the software more user friendly

Pros: I woudl say the most I like about the M-Files is ensuring security to the companies for working in bussiness.M files eliminating the data transfer and data leak to 3rd party companies which are not allowed to Access the data. Other think I like at it is integrated and working pretty fine with Microsoft Office softwares .It aslo makes our business efficiency great

Cons: What I dislike about the M-Files is User interface quite diffuclt to get used .They need to impove as well. One other thing check in and check out to folder requires additional tasks and reminders to proceed with document.It decreases work efficiency dramaticaly

Vendor Response

by M-Files on 16/03/2020

We appreciate your candid response regarding your experience with M-Files. Would you be open to discuss in more detail? If so, please feel free to contact me as my contact information can be found below.

  • Reviewer Source 
  • Reviewed on 6/03/2020
Alvaro M.
Alvaro M.
Account Manager
Utilities, 1,001-5,000 Employees
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 29/03/2019

"Central Digital Repo"

Comments: M-Files has changed the way we move decision papers around in the office. We are slowly in the process of digitizing our workflows and simple business processes like forms approvals and routing of papers through the management team members. M-Files is now our central repository for archived documents and new ones coming into the inbox.

Pros: 1. We scan the majority of our paper documents in the office, and it goes straight to M-Files. I love the seamless integration with Microsoft products (Office, Outlook, File Explorer) as there are quick buttons for upload, and the usual cut&paste, drag&drop also works. 2. The setup for workflows is amazing and easy to do. It uses a graphical interface that is fun to experiment with but at the same time powerful and highly customizable. 3. M-files works best in the Microsoft Windows environment as well as with mobiles devices for easy access to our vaults from anywhere with internet connectivity.

Cons: We initially had some trouble with integration with our Active Directory for a unified username/password management. We had to go through the documentation (which some are not so up to date), and the vendor we had was not so helpful either.

  • Reviewer Source 
  • Reviewed on 29/03/2019