Скачать или смотреть How to Save, Edit, and Manage Documents in M-Files

This tutorial walks you through the essentials of managing documents in M-Files. You'll learn how to save files using drag-and-drop, right-click options, or directly from Microsoft Word and Excel. We'll also cover how to add metadata to organize and categorize your files for easy access.

See how to create and edit documents, use the check-in/check-out system for version control, and track version history to view or restore previous versions. Designed for beginners, this straightforward guide will help you get started with M-Files document management.

For more information about M-Files and how it can streamline your document management processes, visit https://baystreamonline.com/solutions....
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Baystream specializes in providing cutting-edge document management solutions tailored to businesses of all sizes. As an authorized M-Files partner, we help organizations implement and optimize their workflows to achieve greater efficiency, security, and compliance. From advanced metadata management to seamless integrations, Baystream ensures your document management system works for you. Learn more about our services at https://baystreamonline.com.

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CHAPTERS
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0:00 - Intro
0:23 - Adding Document via Drag and Drop
1:00 - Adding Document via Right Click
1:26 - Saving Documents from Word
1:54 - Creating Document in M-Files
2:40 - Modifying (Checking In / Checking Out) Document in M-Files
3:25 - Version History
3:52 - Outro