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Dynamic Document Selection for Indexing Processes
In M-Files Admin you can change all desktop clients to have the Pop Out follow your document selection in M-Files
M-Files Desktop Refresh
In this session I will cover the New M-Files Desktop Refresh basic navigation Upgrade in late November 2022
Create Directive Pages
In this session I will cover how to create a Directive Page using the Marco Directive Page Creator.
In this session I will cover how to create a Notification Rule and the terms you need to know.
Working with Columns
In this session I will cover how to get to listing views and some features of columns that will help you filters down your search results. I will wrap things up with information about M-Files help.
Quick Tip Default Tab for Objects
Quick Tip on Users Setting for Default Tab for Objects
Quick Tip Share Personal Views
Quick Tip on how to share your Personal Views by Email
Edit Email Address
Quick Tip on how to edit a users email address in M-Files
M-Files New Web Interface Navigation
Information on the M-Files New Web Interface
M-Files New Web Interface Search
Covers the M-Files New Web Interface and how to Search and apply filters
M-Files Filter Locks
This topic covers Filter Locks in M-Files 20.5 Release
M-Files Virtual Training Prerequisite Course
This course is required to take before your M-Files Virtual Training Class.
M-Files Compare Feature
I will cover terms, setup and demo M-Files Compare Feature.
Add a Document
How to Add a Document to M-Files using Windows Explorer, complete the Metadata Card, and locate the file in M-Files.
How to create an Assignment in M-Files with a document attached to it. I will also cover terms and how to complete the Assignment.
How to start a Quick Search in M-Files and cover the Quick Search options.
How to start an Advanced Search in M-Files, search options, and how to convert your search into a view.
How to advance a Workflow in M-Files, review history, and how to see where other items are in the Workflow from Common Views in M-Files.
M-Files Desktop Scan, overview of the Directive Page and Patch Codes, and the importance of stacking order.
M-Files Network Scanning, overview of the Directive Page and Patch Codes, and the importance of stacking order.
Terms and Resources
Cover some additional M-Files Terms and Resources
How to create a M-Files Template for Microsoft Word and Excel.
Check Out and In a Document
How to Check Out and In a Document in M-Files with Microsoft Word and Adobe Photoshop
Quick Tip Menu Bar
This short video will cover how to turn on the Menu Bar in the M-Files Client.
Quick Tip New Login and User Accounts
This short video will cover how to create a Login and User Accounts in M-Files.
Quick Tip Change Login and User Accounts
This short video will cover how to change a Login Account and update User in M-Files. With a five question Knowledge test at the end of the Quick Tip.
Quick Tip Personal Views
This short video will cover how to create a Personal View in M-Files.