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Document Imaging Partners

Training

 

 

  • 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.
     
  • Assignment
    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.
     
  • Quick Search
    How to start a Quick Search in M-Files and cover the Quick Search options.
     
  • Advanced Search
    How to start an Advanced Search in M-Files, search options, and how to convert your search into a view.
  • Workflow
    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.
     
  • Desktop Scan
    M-Files Desktop Scan, overview of the Directive Page and Patch Codes, and the importance of stacking order.
     
  • Network Scan
    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
     
  • Template
    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.