M-Files SBE Document Management Software

Misc Financial Tools


M-Files® Small Business Edition helps you manage your personal and business documents. Users see the document vault as a virtual disk drive on their computers! FAMILIAR INTERFACE: * Integrates with Windows Explorer - instantly familiar to everyone. * The document repository appears as a virtual disk drive. * Direct opening and saving from all Windows applications. * Supports all file types, including Office, PDF and CAD files. CONTROLLED EDITING: * Check-out and check-in operations eliminate the problems of simultaneous changes. * Preserves old versions automatically. * Records a change log with user names, timestamps and comments. EVERYDAY TIME SAVING: * Find documents instantly by typing words in the search box. * High-performance index of file contents and metadata. * Dynamically view documents in any hierarchical structure you choose. * Make the same document appear in multiple folders without creating copies. REGARDLESS OF LOCATION: * Remarkably fast over remote connections. * Traveling users can view, create and edit documents in offline mode, with automatic synchronization. * Web client for non-Windows users. SECURITY: * Control data visibility; hide sensitive documents. * Compatible with Active Directory. * Scheduled backups of all data. COLLABORATION POSSIBILITIES: * E-mail notifications of new and modified documents. * Basic and advanced workflow capabilities. CUSTOMIZABLE METADATA: * The most advanced metadata structure capabilities. * Graphical interface for all metadata customization, no programming required. * Relationships between documents; collections; templates. CONNECTING TO OTHER SYSTEMS: * Define links to external databases, e.g. customer and project listings. * Import and link files from existing network shares. * Feed paper documents from scanners.

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