Lost in SharePoint? M-Files Puts You Back in Control.

Forget folder chaos and endless searches. M-Files makes managing documents effortless with smart organisation and automation.

Why people choose M-Files over “The Other Guys”

Companies often say, “We already have a folder structure” or ask, “Why not just do it in SharePoint?”
The answer is simple: M-Files is superior in practically every way!
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Metadata-Driven

Instead of relying on traditional folders, metadata-driven document management lets users search for a document by what it is, not where it's saved. Think of it like Spotify: you don't need to remember which playlist a song is in - you can find it by artist, albums, or genre.

Managing Information with metadata removes the headaches caused by folders: no more duplicate documents, broken links, or digging through layers of folders to find what you need. Just fast, flexible access to the right information every time.
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Automated Permissions at a Document Level

Traditional document managment systems manage permissions by location, staff need to know where to put a document to ensure the permissions are correct. With M-Files, your staff can feel safe with metadata-based permissions which are automatically assigned at the document level based on roles and security policies...

No more security breaches, AI crawling risks, or information governance nightmares - just the right people accessing the right information, every time.
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Automatic Version History

In M-Files, whenever you find a document, you know it's the correct version!

Every change is automatically version controlled and time-stamped. If a mistake happens, you can easily roll back to a previous version - no more asking IT to restore from backups.

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Unlimited Version History

With no limits on stored versions, you always have a full history of changes. Whether it’s a minor edit or a major revision, every version is kept.

This is crucial for businesses needing long-term records for compliance or project tracking. You’ll never have to worry about losing valuable document history.
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Built-in Workflow

Documents automatically follow preset workflows, ensuring smooth approval processes. No more chasing people for sign-offs, everything moves efficiently.

This keeps business operations running smoothly, reducing delays and boosting productivity. Documents get where they need to go fast.
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Generative AI Assistant

M-Files’ AI Assistant 'Aino' can extract key insights, summarise content, and answer questions about documents, regardless of language. It helps you cut through information overload, speed up decision-making, and save valuable time on manual work.

This improves efficiency and helps businesses make faster, more informed decisions. Aino works in real time and integrates seamlessly with your workflows, taking care of tedious tasks so you don’t have to. It’s like having a smart research assistant built into your document system.
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AI-Based Automated Metadata

When saving documents, M-Files Aino takes care of classifying and organising the information for you.

With Aino, your staff can extract useful information from documents and save it for later. Aino goes beyond just capturing metadata - it can make smart, human-like deductions that drive permssions, workflow, follow-up actions and more!
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Management of Structured Data as Objects

Beyond just documents, this system treats unstructured data such as customers, projects, suppliers, audits, assets, and more as connected objects.

This is what separates M-Files from other document management systems, it's not another silo - it's a platform that makes it easier to track and manage your business's data holistically.
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Enterprise Search

M-Files has powerful google-like search capabilities which can search across multiple repositories at the same time. This includes keyword search across the content of documents in all your connected repositories, such as Network Folders, SharePoint Online, MS Teams, and Google Drive.

With M-Files, your staff can quickly find what they need, work more efficiently, and avoid frustration - no matter where documents are stored. (And don’t worry - they’ll only see what they’re allowed to, thanks to metadata-driven permissions!)
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Fully Integrated Portal Solution

A centralised portal provides employees, partners, and customers with easy access to the documents they need. Everything is in one secure place.

This streamlines collaboration and communication, making it easier for businesses to manage shared files efficiently.
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Built-in Outlook Integration

M-Files integrates into the Microsoft Office suite seamlessly, including Outlook - making it easy for staff to save important emails and tag them to the right customer, project, or case.

No more losing key emails in someone’s old inbox. With M-Files, you can always find the email you need, when you need it.
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Automatic Retention & Disposal

With M-Files, documents can be automatically archived or destroyed based on metadata - helping you meet compliance requirements and avoid digital clutter.

M-Files becomes your document controller. No more manual sorting or guesswork. M-Files keeps your records organised, your data secure, and your business audit-ready at all times.
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Seamless Integration with Enterprise Systems

This system integrates with platforms like Salesforce, SAP, and Microsoft Dynamics, reducing manual data entry and duplication.

Users can access and manage documents within their familiar tools, streamlining workflows and improving efficiency.
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No More Folder Chaos

SharePoint is folder-based. M-Files isn’t. Instead of endlessly clicking through folders, M-Files lets you find documents by what they are, not where they’re stored.
  • Search for documents using tags, not locations.
  • Instantly find the latest version no duplicates or confusion.
  • Avoid saving documents in the wrong place (because there is no "wrong" place!).
It’s like going from a messy filing cabinet to a smart assistant who knows where everything is.

Smarter Workflows , Built In

SharePoint may store your documents, but it doesn’t help you move them through your business. M-Files has workflow automation built in.
  • Automate approvals, renewals, and review cycles.
  • Track progress and get reminders for upcoming tasks.
  • Ensure nothing slips through the cracks.
Work doesn’t stop just because someone forgets to check their email.

True Visibility and Control

With SharePoint, managing access and compliance can be a headache. M-Files gives you full visibility and confidence.
  • Role-based access controls for sensitive info.
  • Full audit trails and version history.
  • Compliance support for data protection and record-keeping.
You’re always in control, with complete transparency.

Frequently Asked Questions

Yes! M-Files can connect to SharePoint, so you don’t have to migrate everything at once. You can even manage SharePoint documents through the M-Files interface.

Not at all. DocSmart’s experienced team will guide you through setup, migration (if needed), and training. We make it smooth and painless.

Absolutely. M-Files integrates seamlessly with Microsoft 365, Teams, Outlook, and more.

M-Files uses metadata instead of folders. That means you can find, sort, and automate your documents faster and more accurately with fewer headaches.

Nope. M-Files is user-friendly and doesn’t require a dedicated IT team to manage day-to-day tasks.

Ready to Work DocSmarter?

Let M-Files and AI do the heavy lifting. Book a free consult to see how intelligent document management can make your team’s life easier.