M-Files Document control software comparison table for a free Express version and upgraded Professional licence
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Because every business has unique needs and goals for electronic information storage and access, we provide both a Express version and an upgraded option. M-Files Express is a free feature-limited edition of M-Files. M-Files Professional ("M-Files") is a full edition, including all the unique features of M-Files. |
| Features | M-Files Express |
M-Files Professional |
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| Easily store and share documents and other data, including metadata |  |
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| Store and share electronic documents. | |
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| Easily create new documents and other objects, including metadata. | |
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| Open existing documents directly from the M-Files document management system repository, make changes, and save the changed document back in the repository, all without leaving the application. | |
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| Manage clients, projects, and other data content. | |
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| Add, edit and delete document metadata. | |
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| Create and use document templates. | |
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| Drag and drop documents and other files directly from an e-mail message into M-Files, or vice versa. | |
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| Create M-Files hyperlinks and shortcuts | |
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| Learn the system quickly, with a familiar interface that integrates with Windows Explorer. | |
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| Use the preview function in M-Files to read and copy the content of the document. | |
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| Protect documents from accidental deletion. | |
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| Use M-Files as a virtual disk drive. | |
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| Save as and send as PDF in M-Files. | |
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| Save all your files and documents directly to M-Files | |
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| Save all of your electronic files and documents to M-Files. | |
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| Save a document in many virtual folders without any actual copies being made. | |
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| Save in any file format. | |
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| Save documents directly from any Windows applications to M-Files. | |
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| Drag and drop existing files into M-Files. | |
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| Use the "Save to M-Files" menu function in MS Office applications. | |
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| Use the "Save to M-Files" menu function in AutoCAD. | |
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| Save from AutoCAD: M-Files supports XREFs. | |
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| Rely on advanced technical functions, such as XREF repathing. | |
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| Avoid the problems of simultaneous changes | |
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| Avoid the problems associated with simultaneous changes by using the check-out and check-in functions. | |
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| Check out the documents you want to modify. | |
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| See which documents are currently checked out by others. | |
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| Browse relationships between documents, customers, projects, and other data | |
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| Get a quick list of every document and project relating to a particular customer. | |
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| Move directly from a document to a related customer or project, and vice versa. | |
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| Gain full benefit by using the integrated M-Files menu | limited | |
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| Gain full benefit by using the integrated M-Files menu in Word, Excel, and PowerPoint. | |
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| Work easily with the integrated M-Files menu in AutoCAD. | |
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| View and edit document metadata in Word, Excel, PowerPoint, and AutoCAD. | |
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| Include document metadata stored in M-Files in a document content. | |
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| Enable automatic naming and numbering | |
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| Create standard conventions for your company - utilize automatic naming of documents. | |
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| Enable automatic numbering, such as consecutively numbered invoices. | |
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| Quickly find only the right, relevant documents | |
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| Experience convenience in document management - there are no difficult folder structures. | |
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| Find documents by using content, metadata and classification information. | |
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| Use advanced search functions, choosing the one that best suits your needs. | |
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| Specify a Boolean expression containing multiple keywords. | |
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| Personalize views and searches for viewing and organizing documents the way you want. | |
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| Use automatic views, such as Checked Out to Me and Recently Modified by Me. | |
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| Use common views to show documents as virtual folders for all users. | |
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| Control data visibility and satisfy security requirements | |
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| Hide sensitive documents by using permission settings. | |
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| Satisfy specific security requirements (government, legal, medical, finance etc.). | |
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| Give access to documents by document class type to only certain people or groups of people. | |
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| Specify user-specific and user-group-specific rights and permissions. | |
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| Specify different automatic permission settings for document templates. | |
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| Reduce the risk of human error by means of automatic permission settings. | |
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| Manage required user login accounts based on Windows and/or M-Files authentication. | |
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| Turn on automatic scheduled backups. | |
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| Administrate your system yourself | |
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| Perform user and user group administration. | |
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| Use classes, object types, metadata definitions etc. to customize metadata. | |
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| Take advantage of multi-select lists and filtered fields. | |
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| Take advantage of sample metadata structure to create your own metadata structure. | |
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| Create one or more document repositories including different user-specific permissions. | |
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| Install and implement the system yourself | |
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| Download from the M-Files Web site. | |
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| Implement the system and create metadata structures matching your specific needs. | |
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| Choose any software interface language you wish to use. | |
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| Consulting services are available anywhere in the world. | |
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| Create notifications and workflows | |
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| Receive and set up e-mail notification of new and modified documents. | |
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| Create rules-based workflows through an organization. | |
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| Define substitute users for, e.g., your holiday periods. | |
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| Send assignments | |
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| Work in offline mode | |
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| Edit and save documents without online network connection. | |
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| Synchronise documents automatically between online and offline modes. | |
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| M-Files Web Access | |
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| Let users connect via a Web-based interface. | |
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| Make the system available to Mac and Linux users, too. | |
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| Support for Microsoft SQL Server | |
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| Active Directory integration | |
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| Import users and user groups from Active Directory. | |
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| Synchronize users and user groups from Active Directory. | |
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| Replication | |
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| Speed up document handling from geographically separate facilities. | |
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| Connect to other databases and systems | |
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| Define links to external databases to utilise existing data, such as customer and project listings. | |
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| Import and link files and e-mail messages from external locations via administration settings. | |
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| Input paper documents from scanners and multi-function devices. | |
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| Translatable metadata structure | |
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| Event handlers | |
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| Use M-Files API to meet special integration needs | |
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| Technical support | per incident | free | |
| Consulting services are available anywhere in the world. | |
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| Number of users and documents | limited | unlimited | |
| Maximum number of concurrent users | 5 | unlimited | |
| Maximum number of user licenses, of any type | unlimited | ||
| Maximum number of documents and other objects | 10,000 | unlimited |
