For more information, see Creating a Document. When you save to M-Filesĭirectly, the metadata card opens for editing just as it does when you create a newĭocument via M-Files Desktop. Save is the handiest way to save a new or edited document to M-Files.
This function is also available on the File and Using several document vaults, use the Open from M-Files function to select the desired document You can open a document for reading or editing directly from the document vault. The M-Files functions discussed in this section are available in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint versions 2013, 2016, and 2019, as well as in Office 365 ProPlus versionsĬurrently supported by Microsoft according to their lifecycle policy.
The menus may look a little different,ĭepending on the software versions in use.Īll M-Files functions are available through the M-Files menu. You can access the functions from theįile menu, Office menu, or M-Files menu. The M-Files functions accessible directly in Microsoft Word, Microsoft Excel and Microsoft PowerPoint for Microsoft Windows make itĮasy to work with documents.
