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M-Files

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About M-Files

M-Files is a metadata-driven document management system that organizes documents in context and automates workflows for businesses.

M-Files suits business and IT leaders in document-driven industries like accounting, consulting, wealth management, engineering, and manufacturing. It helps teams manage customer information, projects, contracts, risk, compliance, and quality records. It also works inside Microsoft 365 apps like Teams, SharePoint, Outlook, and Copilot for document-related tasks.

Good to know: Offers a free trial and demo; integrates with Microsoft 365, Adobe Acrobat Sign, Google Workspace, Salesforce, and SAP.

Key features

At a glance

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Sources: Details checked on the tool’s own website · Researched by AI Made Easy

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