M-Files Software

4.30 / 5 (151)

Our advisors have recommended this product 13 times in the last 30 days

About M-Files


M-Files is a content management tool that helps users organize, manage and track documents and information. The solution is suitable for small and large businesses in multiple industries. On-premise, cloud-based and hybrid deployments are available. 

Key features include version control, mobile access, e-signature capabilities, automated workflows, document templates, permission management and offline access. M-files’s search engine allows users to search for documents via name, document type, keywords and more. Additionally, it allows users to search inside document text. 

Automated workflow tools include notifications sent to users when they need to review or approve document changes. The co-authoring feature allows users to simultaneously edit documents and send invitations to co-workers, workgroups and users via sharing links. Integrations with various applications including SAP, Microsoft Dynamics, Salesforce and NetSuite are available.

 



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

151 Reviews of M-Files

Average User Ratings

Overall

4.30 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(80)

4 stars

(46)

3 stars

(19)

2 stars

(3)

1 stars

(3)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 151 reviews

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April 2018

Clarwin from University of Asia and the Pacific

Verified Reviewer

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

April 2018

Go-to application for any Digitization Project

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.

April 2017

Chris from APWireless

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

1.0

Functionality

4.0

April 2017

Great Document Management System with lacking support

M-Files is really a great Document Management System with many features, yet easy to use for the end-user. It has advances features like data synchronization between locations, as well as connecting to external databases and support for Dynamics 365. The workflow builder allows a lot of flexibility as well. The only downside is the support. Over the years, the US office has deteriorated. In the first years, there were resources in the US office from Finland. Great consultants that assisted us in setting up the original deployment (that was 5 years ago). But in recent years, the US office doesn't seem to know much about the product and they've devolved into a sales office without technical expertise. So if you are buying the software in the US and need something customized, be prepared to figure everything out by yourself. You will not get help in the US timezone.

Pros

- User-friendly for end-user
- Blows SharePoint out of the water
- Highly customizable on the back-end (custom workflows, external database connections)

Cons

- US based technical support is non-existent
- M-Files will respond immediately if you want to purchase more licenses, but when there is a problem I can't get any support
- Once had a call with a "senior" M-Files consultant that had been with the company for 3 months(!) Needless to say, he had no clue what I was talking about. That was the last time I engaged M-Files for paid for consulting hours.

Response from M-Files

Replied April 2017

Thank you for your comprehensive feedback. We love it when our customers have such great things to say about the solution. We also appreciate the comments about your experience with the consulting team. We have shared that feedback and will reach out to you directly.

March 2017

Sarah from Doctors of BC

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

March 2017

Wish we had M-files sooner!

I've been working with M-files for 2 years now and I can't imagine my professional life without it. I am the Records Administrator for my organization and therefore my concern lies in retaining record history and valuable documents. Of course this is facilitated through comprehensive database searches. I have appreciated the ease of use in the M-files interface and the various features that we now have for documents that simply were not present in traditional folder structures. I've trained close to 100 colleagues on this software with great success. M-files does an exceptional job of allowing everyone to work in a way that is natural and comfortable to them, while simultaneously allowing everyone to collaborate, work together, and find each other's documents.

Pros

-ease of searching
-customize features
-document version ability
-youtube videos

Cons

-the biggest delay in rolling out M-files to our organization was that there was no model in which to consult. No prescribed list of document types or a model to play with.
-From a records point of view, document retention should be built in somehow. We create thousands of documents daily and while some are permanent retention, most are transitory and should have a review process. I've been left to conduct record audits and manually determine record value based on a number of factors of the documents.

April 2019

David from Aboitiz Group of Companies

Verified Reviewer

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

4.0

Functionality

4.0

April 2019

One Place for All Document Types

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.

Response from M-Files

Replied May 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.

April 2017

Treve from Docsmart Solutions Ltd

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2017

M-Files saves time!

There is a strange current normal in global business that 99% of companies accept: Staff either can't find, or it takes a long time to find, the information they need to do their jobs quickly and efficiently. M-Files provides anew normal: Staff can securely access the correct information instantly from anywhere! This is a total paradigm shift for any company and the time and cost savings are incredible!

Pros

It's easy to use so staff acceptance is universal. It saves time by providing access to information that was previously unattainable. It reduces errors and saves money. M-Files can do anything for a company because of the way it uses metadata, workflow and objects. It is a Swiss army knife of software that relies on configuration not coding. It integrates with MS Office & Outlook and talks to other software to share information which reduces data entry. The mobile apps are amazing, you can take a photo of something on your phone, upload it straight to M-Files and have Workflow kick off immediately. M-Files is simple to use and powerful for organisations of any size.

April 2017

Anthony from Hyperactive IT

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2017

Most easy to use EDMS which ticks ALL the boxes

Searching for documents or hand written notes. Documents prepared by others and missing emails sent by staff. All a thing of the past. Its all in M-Files, found in a third of a second, and available on tablet, phone and desktop. We use nothing else for any document we prepare. Hand written notes from meetings are scanned in on the photocopier and sent straight to M-Files. When you need them again, search on the company and, bang, fresh as a daisy. My guys need standards documents in the field, lookup on the phone and they have it. No calls back to the office taking up the time of 2 or 3 staff members reading things out. They can also edit and add photos as they go. Could not recommend M-Files more highly. Old file systems and window search is dead, bid them good bye and join us in the future.

Pros

Ease of use
Ease of Install
Availability of data and documents

Cons

Search for trailing substring characters.
ie if I'm looking for a serial number that ends or contains 1234 there isn't a search option.

Response from M-Files

Replied April 2017

Anthony, thanks for the positive feedback and we are so glad to hear that your company is enjoying efficiency gains in a number of areas using M-Files.

April 2017

Steen from Solution Management ApS Denmark

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2017

Tremendous value from using M-Files

Solution Management is a software reselling company. We use M-Files to manage documents and as our CRM system managing the full sales cycle with lead generation, opportunity management and communication with customers, contract management, all our projects, internal HR and finance management. Before M-Files we used traditional folders and Dropbox, but we suffered from not being able to find the correct versions of documents and made a lot of double work when making proposals, contracts etc. With M-Files we believe we have increased the value of our company by having all information assembled one place, using standard workflows for all processes including opportunity management, making proposals and contracts using templates and in general just being on top of all information in our company. M-Files gives really good value in terms of accessibility of information, security, functionality. If there is functionality you want different to what M-Files offer, you can in a controlled way develop scripts and applications giving you exactly what you want. We have used M-Files in 5 years, and it has never been unavailable. Top class simply.

Pros

Functionality
Stability
Price
Support
Ease of use

Cons

Cannot come up with something

April 2017

Jeff from Stiltner Electric inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2017

Out of the box experience

Mfiles comes with features out of the box that get you started but the real value comes once you start modeling your business processes utilizing the functionality of the core software. I have been very successful at modeling our business processes using the software. I am always amazed with what I can do with it. You can do a lot by simply configuring the software and even more if you want to write a little code. I am very happy with the software and would recommend it to others. Don't expect it to be tailored to your business out of the box though. To leverage it you have to get into the Administration functions and then you can roll out the solutions to your users.

Pros

The fact that I can define a solution with the software that fits our business.

Cons

I think the professional services are expensive and cost prohibitive. That is not a problem with the software but it is a problem if you want to leverage the product. You really need in house expertise if you want to get what you need from the software.

March 2019

Alvaro from Maynilad Water Services, Inc.

Verified Reviewer

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

2.0

Functionality

4.0

March 2019

Central Digital Repo

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.

September 2018

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

September 2018

Best software for managing your electronic documents online.

By sharing required documents with each other and with US staff helps us to making benefits.

Pros

We can manage and control of our documents online by this software. Very user friendly and ease of use. We can share our documents with other employees in our company. We can also set permissions that who can view and change to our documents. So it is very secure. It has a feature of back up and restoring of files to avoid data loss. We can also save our scanned documents and photographs in M-Files. We can also connect to different databases to get the required data.

Cons

M-files provide less customer support. The files saved at M-files store will not save in their existing format like .pdf , .doc etc. it will save the files in their M-files format which is bit annoying.

Response from M-Files

Replied September 2018

Thank you for the review and sharing about your experiences using M-Files. In your review you mention that files saved to M-Files do not store in their existing formats. I'm not certain about your configuration, but a typical installation stores all files in their native formats including .pdf, .doc. xlsx, .png, etc. M-Files can also be configured to automatically convert certain file types to others upon saving if desired. It might be so that your configuration is set-up in the manner you describe to maximize storage capacity. Please consider contacting M-Files support about this and they can help to change your file saving format configuration if you desire.

April 2017

Sherry from GT Solutions International

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality