Workflows That Do the Work for You

M-Files automates approvals, tasks, and document flow, saving you time and money.

Automate Approvals & Reviews

Get rid of endless email chains and paper forms. M-Files workflows automatically route documents to the right people for approval.
  • Built-in notifications and deadlines.
  • Automatic escalation if something’s missed.
  • Clear audit trails for compliance.
Nothing falls through the cracks.

Keep Teams on Track

Workflows ensure everyone knows what’s next, who’s responsible, and when it’s due.
  • Task reminders and assignments.
  • Visual status updates for every document.
  • Reduced back-and-forth communication.
Your team stays aligned, even when they’re remote.

Standardise & Streamline Processes

With M-Files, you can build repeatable, reliable workflows for things like:
  • Onboarding new clients or staff.
  • Managing contracts and renewals.
  • Processing invoices or claims.
Create consistency across your business, no more reinventing the wheel.

Watch: How M-Files Workflows Work

Want a peek behind the curtain? This short guide shows how M-Files workflows make document and task flow simple and effective.

Frequently Asked Questions

A workflow is a series of automated steps that guide documents or tasks through your business process, like approvals, reviews, or sign-offs.

Nope! M-Files workflows are user-friendly. And DocSmart is here to help you design the perfect setup.

Absolutely. Every workflow can be tailored to fit your exact needs, from invoice approvals to HR onboarding.

Not necessarily. M-Files integrates with your current tools so you can enhance what you already use.

By reducing manual admin, eliminating delays, and cutting down on errors, workflows free up your team to focus on higher-value work.

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.