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eployment options and scalability

Nutzer Interfaces Core Standard Professional Enterprise
M-Files Desktop für Windows
M-Files App für Android und iOS
M-Files Web
Embedded UI für Microsoft SharePoint Online & Teams
Embedded UI für Salesforce
Chrome Anbindung für Gmail und Google Drive
Embedded UI für ESRI ArcGIS
GANTT Charts
Advanced Outlook Add-in Add-on Add-on Add-on Add-on
Häufig genutzte Lösungs Vorlagen Core Standard Professional Enterprise
Dokumentenmanagement Funktionen
Vertragsmanagement (DocuSign Integration)
Back Office Vorlagen Template 
Personalmanagement
Projektmanagement: Vorlage um Dokumente nach Projekten, Fällen und Objekten anzuzeigen. Individuelle Strukturen sind immer anpassbar. 
GDPR und DSGVO Templates erweiterter Compliance Umfang
Qualitätsmanagement Kit 
Versionskontrollen Core Standard Professional Enterprise
Check- out und Check-in Funktionen

 

Capture all changes in file content and metadata though the enforced version control feature. Previous versions can be accessed via the object history window.

Use the Version Control Lite module to configure multiple versioning schemes including major and minor versioning and manage working copies and published versions of documents separately.
Use the Advanced Version Control module to manage multiple published versions and translations per document simultaneously.
Use the Change Request module to initiate version updates via formal change request objects.
Collaboration and sharing Core Standard Professional Enterprise
Share documents as email attachments.
Share objects and documents with other M-Files users with M-Files URLs.
Share files to external users with Public Links.
Use co-authoring to let multiple users edit Microsoft Office files simultaneously.
Use the M-Files for Google G Suite module to enable editing and co-authoring of native Google documents.
File manipulation and control Core Standard Professional Enterprise
Show a file preview for common file types.
Show a file preview for native Google Docs, Sheets, and Slides.
Annotate and redline files without modifying the original file.
Convert files to PDF in workflows, while importing files, while sharing files, and when adding documents from a scanner to M-Files.
Use the PDF Processor module for advanced document rendering.
Track and manage prinouts of official documents with the Controlled Printing module.
Print and Download Prevention - prevent users from taking local copies and printing sensitive documents.
Compare two different file versions of the same Microsoft Word document.
Use the Advanced Document Comparison feature to compare two different file versions, two different documents, and multiple file types.
Filing content Core Standard Professional Enterprise
Save content based on what it is and apply metadata properties for better discoverability.
Leverage AI-powered metadata suggestions for more efficient and accurate filing.
Save documents from any Windows application directly to M-Files' virtual M drive.
Save emails and email attachments from Microsoft Outlook to M-Files.
Automate filing of email correspondence from Microsoft Outlook using the Advanced Outlook Add-in. Add-on Add-on Add-on Add-on
Save email messages from Gmail to M-Files.
Save email attachments from Gmail to M-Files.
Assign documents to workflows automatically based on metadata.
Set permissions individually for each document and object manually or automatically via metadata.
Organize files with dynamic views and virtual folders.
Detect duplicate files based on the file content.
Search Core Standard Professional Enterprise
Use full-text search from M-Files repository (file content and metadata).
Use full-text search from connected external repositories (file content and metadata).
Use fuzzy search for searching for spelling variations of the search term.
Use proximity search to find two words or phrases within certain distance from one another.
Save searches (dynamic views) for later use.
Use faceted search to provide additional search filters in the user interface.
Maximum full-text search index size
1 million objects
Unlimited
(Requires IDOL implementation)
IDOL Search - run full-text search indexing services on separate servers and implement multi-server search index cluster to support large search indexes with millions of indexed files.
Workflows, Processes and Audit Trail Core Standard Professional Enterprise
Build workflows with graphical workflow designer.
Send assignments to other users.
Implement advanced automated processes without scripting or API using the Configuration Accelerators utility.
Use the Advanced Notifications module to log send notification messages better and for more advanced features for notification message templates.
Use the Periodic Tasks module in the Advanced Workflows add-on to automatically create recurring periodic tasks, such as periodic document reviews in workflows.
Automate sending of learning requirement assignments of controlled documents with the Training Management module.
Enable automatic progression of parent or child workflows with the Hierarchy Manager module in the Advanced Workflows add-on.
Reporting and Analytics Core Standard Professional Enterprise
Reporting module - export M-Files metadata to a reporting database for data insights. Use your favorite data visualization tools such as Microsoft Power BI to create dashboards of document metadata.
M-Files Information Extractor - suggests metadata tags for documents based on text analytics.

Suggestions are either based on matches with other metadata in the vault (such as synchronized account names from CRM) or based on text analytic rules, such as pattern matching or data libraries.
Smart Metadata - uses machine learning to learn and suggest metadata for new or existing documents. Its machine learning is based on the documents and metadata already in the vault.
Image Analysis - provides metadata suggestions for images based on the Computer Vision API of Microsoft Cognitive Services. Requires Microsoft Computer Vision API subscription that needs to be purchased separately.
M-Files Smart Classifier - offers automatic document categorization suggestions for documents.
M-Files Discovery - finds business critical information such as agreements and sensitive data within M-Files and any connected external repository.
Use Log Exporter to export M-Files vault event log entries out from the M-Files Server to be stored, analyzed and, and archived elsewhere. This allows managing the vault database size better and also allows analyzing M-Files vault event logs with third party tools, such as Splunk.
Enable User Action Log to have more visibility on actions performed by individual M-Files Desktop users in a given vault.
Email management Core Standard Professional Enterprise
Standard add-in for Microsoft Outlook - save emails and attachments from Outlook to M-Files
Advanced Outlook Add-in - automate archiving emails to M-Files and browse M-Files directly via the Outlook UI. Add-on Add-on Add-on Add-on
Chrome Plugin for Gmail - save email messages and attachments from Gmail to M-Files for long-term preservation.
Electronic Signing Core Standard Professional Enterprise
Capture content approvals via workflows in M-Files event log,
Use DocuSign integration for use cases where at least one signer is not a user in the M-Files vault. Requires DocuSign subscription.
Electronic signatures - require additional verification of workflow state transition in M-Files to fulfill technical requirements for electronic signing in highly regulated environments. This feature is designed for use cases where documents are approved internally in M-Files.
Trusted Digital Signatures - Ideal for use cases where documents are approved internally within M-Files and signed documents must be digitally signed for authenticity. This module is designed for use cases where two or more organizations share official records as PDF files and the receiving party wants to ensure that the digitally signed PDF document was signed by the other party.

Requires a hardware-based digital signature certificate that must be obtained separately. The feature is not compatible with M-Files cloud repositories.
Smart Card Signatures - enforce Smart Card authentication for workflow state transitions in M-Files Desktop.
File migration, Capture, and OCR Core Standard Professional Enterprise
Import files and folders
Client-side scanning
Hot folder monitoring
M-Files OCR Lite module - Convert scanned images to searchable PDFs and use zonal OCR to capture metadata attributes from within certain area on the scanned page.
M-Files OCR module - Use barcode recognition to capture barcode values as metadata attributes and use hyper-compression to reduce the file size of the scanned images without compromizing the image quality.
M-Files Importer tool to mass-import documents from file systems and data objects from Excel files to M-Files.
Multi-repository support Core Standard Professional Enterprise
Network folder connector
SharePoint Online connector
Google G Suite connector
Connectors for other repositories
Add-on Add-on Add-on
Connections to external data sources Core Standard Professional Enterprise
Connections to External Databases - Synchronize data objects from external databases and map them with M-Files metadata structure.
Use Ground Link to establish secure network connections between different network domains or between M-Files Cloud and local on-premises resources, such as network folders.
M-Files for Salesforce - Synchronize Salesforce data objects to M-Files and tag documents to Salesforce accounts, opportunities and other objects.
M-Files Plugin for Microsoft Dynamics CRM and Dynamics 365 - Synchronize data objects from Microsoft Dynamics to M-Files and tag documents accounts, opportunities and other data objects.
Extensibility and Programmability Core Standard Professional Enterprise
M-Files API
M-Files Web Service API
M-Files UI Extensibility Framework
Developer Portal
Authentication, User management and Permissions Core Standard Professional Enterprise
M-Files Authentication
Windows Kerberos Authentication for on-premises vaults
Azure Active Directory Authentication
Create and Manage user groups and named access control lists in M-Files Admin.
Manage administrator roles and privileges.
AD FS Authentication
OKTA authentication
Google Authentication
Data Encryption Core Standard Professional Enterprise
File data encryption at rest. This feature is enforced for all cloud repositories and can be enabled for all on-premises vaults.
Metadata encryption at rest - enabled in the cloud but requires additional configuration for local deployments.
Encryption of data in transit
Azure Key Vault integration - manage encryption keys independently.
Deployment Options and Included Volume Core  Standard  Professional Enterprise
Included cloud volume
150,000 objects per subscription + 10,000 objects per each named and concurrent user license
Included cloud file storage
1 MB per object
Additional cloud volume available

 

Support for mulitiple M-Files cloud vaults
Included on-premises volume 1 million objects 1 million objects*
Support for multiple on-premises vaults on each M-Files Server
Support for multiple on-premises servers
Additional on-premises volume available
Use Multi-Server Mode to build fault-tolerant on-premises implementations with multiple application servers instances that attach to the same vault database(s).
Restrictions for M-Files Cloud Vaults Core Standard Professional Enterprise
Maximum volume per M-Files vault
N/A
40 million objects
40 million objects
40 million objects
Max. average metadata database consumption per object
N/A
50 KB
50 KB
50 KB
Max. average search index consumption per object
N/A
20 KB
20 KB
20 KB
Max. # of database calls per second N/A 100 100 500
Product Support and SLA Core Standard Professional Enterprise
Community support
User Guide and M-Files Knowledge Base
M-Files Academy Add-on Add-on Add-on Add-on
Guaranteed uptime (99.5%) in the cloud
Email support
Phone support
8/5 24/7
Initial response times No SLA Standard SLA Standard SLA 24/7 SLA
Fix or workaround times No SLA Standard SLA Standard SLA 24/7 SLA

eployment options and scalability Nutzer Interfaces Core Standard Professional Enterprise M-Files Desktop für Windows... mehr erfahren »

eployment options and scalability

Nutzer Interfaces Core Standard Professional Enterprise
M-Files Desktop für Windows
M-Files App für Android und iOS
M-Files Web
Embedded UI für Microsoft SharePoint Online & Teams
Embedded UI für Salesforce
Chrome Anbindung für Gmail und Google Drive
Embedded UI für ESRI ArcGIS
GANTT Charts
Advanced Outlook Add-in Add-on Add-on Add-on Add-on
Häufig genutzte Lösungs Vorlagen Core Standard Professional Enterprise
Dokumentenmanagement Funktionen
Vertragsmanagement (DocuSign Integration)
Back Office Vorlagen Template 
Personalmanagement
Projektmanagement: Vorlage um Dokumente nach Projekten, Fällen und Objekten anzuzeigen. Individuelle Strukturen sind immer anpassbar. 
GDPR und DSGVO Templates erweiterter Compliance Umfang
Qualitätsmanagement Kit 
Versionskontrollen Core Standard Professional Enterprise
Check- out und Check-in Funktionen

 

Capture all changes in file content and metadata though the enforced version control feature. Previous versions can be accessed via the object history window.

Use the Version Control Lite module to configure multiple versioning schemes including major and minor versioning and manage working copies and published versions of documents separately.
Use the Advanced Version Control module to manage multiple published versions and translations per document simultaneously.
Use the Change Request module to initiate version updates via formal change request objects.
Collaboration and sharing Core Standard Professional Enterprise
Share documents as email attachments.
Share objects and documents with other M-Files users with M-Files URLs.
Share files to external users with Public Links.
Use co-authoring to let multiple users edit Microsoft Office files simultaneously.
Use the M-Files for Google G Suite module to enable editing and co-authoring of native Google documents.
File manipulation and control Core Standard Professional Enterprise
Show a file preview for common file types.
Show a file preview for native Google Docs, Sheets, and Slides.
Annotate and redline files without modifying the original file.
Convert files to PDF in workflows, while importing files, while sharing files, and when adding documents from a scanner to M-Files.
Use the PDF Processor module for advanced document rendering.
Track and manage prinouts of official documents with the Controlled Printing module.
Print and Download Prevention - prevent users from taking local copies and printing sensitive documents.
Compare two different file versions of the same Microsoft Word document.
Use the Advanced Document Comparison feature to compare two different file versions, two different documents, and multiple file types.
Filing content Core Standard Professional Enterprise
Save content based on what it is and apply metadata properties for better discoverability.
Leverage AI-powered metadata suggestions for more efficient and accurate filing.
Save documents from any Windows application directly to M-Files' virtual M drive.
Save emails and email attachments from Microsoft Outlook to M-Files.
Automate filing of email correspondence from Microsoft Outlook using the Advanced Outlook Add-in. Add-on Add-on Add-on Add-on
Save email messages from Gmail to M-Files.
Save email attachments from Gmail to M-Files.
Assign documents to workflows automatically based on metadata.
Set permissions individually for each document and object manually or automatically via metadata.
Organize files with dynamic views and virtual folders.
Detect duplicate files based on the file content.
Search Core Standard Professional Enterprise
Use full-text search from M-Files repository (file content and metadata).
Use full-text search from connected external repositories (file content and metadata).
Use fuzzy search for searching for spelling variations of the search term.
Use proximity search to find two words or phrases within certain distance from one another.
Save searches (dynamic views) for later use.
Use faceted search to provide additional search filters in the user interface.
Maximum full-text search index size
1 million objects
Unlimited
(Requires IDOL implementation)
IDOL Search - run full-text search indexing services on separate servers and implement multi-server search index cluster to support large search indexes with millions of indexed files.
Workflows, Processes and Audit Trail Core Standard Professional Enterprise
Build workflows with graphical workflow designer.
Send assignments to other users.
Implement advanced automated processes without scripting or API using the Configuration Accelerators utility.
Use the Advanced Notifications module to log send notification messages better and for more advanced features for notification message templates.
Use the Periodic Tasks module in the Advanced Workflows add-on to automatically create recurring periodic tasks, such as periodic document reviews in workflows.
Automate sending of learning requirement assignments of controlled documents with the Training Management module.
Enable automatic progression of parent or child workflows with the Hierarchy Manager module in the Advanced Workflows add-on.
Reporting and Analytics Core Standard Professional Enterprise
Reporting module - export M-Files metadata to a reporting database for data insights. Use your favorite data visualization tools such as Microsoft Power BI to create dashboards of document metadata.
M-Files Information Extractor - suggests metadata tags for documents based on text analytics.

Suggestions are either based on matches with other metadata in the vault (such as synchronized account names from CRM) or based on text analytic rules, such as pattern matching or data libraries.
Smart Metadata - uses machine learning to learn and suggest metadata for new or existing documents. Its machine learning is based on the documents and metadata already in the vault.
Image Analysis - provides metadata suggestions for images based on the Computer Vision API of Microsoft Cognitive Services. Requires Microsoft Computer Vision API subscription that needs to be purchased separately.
M-Files Smart Classifier - offers automatic document categorization suggestions for documents.
M-Files Discovery - finds business critical information such as agreements and sensitive data within M-Files and any connected external repository.
Use Log Exporter to export M-Files vault event log entries out from the M-Files Server to be stored, analyzed and, and archived elsewhere. This allows managing the vault database size better and also allows analyzing M-Files vault event logs with third party tools, such as Splunk.
Enable User Action Log to have more visibility on actions performed by individual M-Files Desktop users in a given vault.
Email management Core Standard Professional Enterprise
Standard add-in for Microsoft Outlook - save emails and attachments from Outlook to M-Files
Advanced Outlook Add-in - automate archiving emails to M-Files and browse M-Files directly via the Outlook UI. Add-on Add-on Add-on Add-on
Chrome Plugin for Gmail - save email messages and attachments from Gmail to M-Files for long-term preservation.
Electronic Signing Core Standard Professional Enterprise
Capture content approvals via workflows in M-Files event log,
Use DocuSign integration for use cases where at least one signer is not a user in the M-Files vault. Requires DocuSign subscription.
Electronic signatures - require additional verification of workflow state transition in M-Files to fulfill technical requirements for electronic signing in highly regulated environments. This feature is designed for use cases where documents are approved internally in M-Files.
Trusted Digital Signatures - Ideal for use cases where documents are approved internally within M-Files and signed documents must be digitally signed for authenticity. This module is designed for use cases where two or more organizations share official records as PDF files and the receiving party wants to ensure that the digitally signed PDF document was signed by the other party.

Requires a hardware-based digital signature certificate that must be obtained separately. The feature is not compatible with M-Files cloud repositories.
Smart Card Signatures - enforce Smart Card authentication for workflow state transitions in M-Files Desktop.
File migration, Capture, and OCR Core Standard Professional Enterprise
Import files and folders
Client-side scanning
Hot folder monitoring
M-Files OCR Lite module - Convert scanned images to searchable PDFs and use zonal OCR to capture metadata attributes from within certain area on the scanned page.
M-Files OCR module - Use barcode recognition to capture barcode values as metadata attributes and use hyper-compression to reduce the file size of the scanned images without compromizing the image quality.
M-Files Importer tool to mass-import documents from file systems and data objects from Excel files to M-Files.
Multi-repository support Core Standard Professional Enterprise
Network folder connector
SharePoint Online connector
Google G Suite connector
Connectors for other repositories
Add-on Add-on Add-on
Connections to external data sources Core Standard Professional Enterprise
Connections to External Databases - Synchronize data objects from external databases and map them with M-Files metadata structure.
Use Ground Link to establish secure network connections between different network domains or between M-Files Cloud and local on-premises resources, such as network folders.
M-Files for Salesforce - Synchronize Salesforce data objects to M-Files and tag documents to Salesforce accounts, opportunities and other objects.
M-Files Plugin for Microsoft Dynamics CRM and Dynamics 365 - Synchronize data objects from Microsoft Dynamics to M-Files and tag documents accounts, opportunities and other data objects.
Extensibility and Programmability Core Standard Professional Enterprise
M-Files API
M-Files Web Service API
M-Files UI Extensibility Framework
Developer Portal
Authentication, User management and Permissions Core Standard Professional Enterprise
M-Files Authentication
Windows Kerberos Authentication for on-premises vaults
Azure Active Directory Authentication
Create and Manage user groups and named access control lists in M-Files Admin.
Manage administrator roles and privileges.
AD FS Authentication
OKTA authentication
Google Authentication
Data Encryption Core Standard Professional Enterprise
File data encryption at rest. This feature is enforced for all cloud repositories and can be enabled for all on-premises vaults.
Metadata encryption at rest - enabled in the cloud but requires additional configuration for local deployments.
Encryption of data in transit
Azure Key Vault integration - manage encryption keys independently.
Deployment Options and Included Volume Core  Standard  Professional Enterprise
Included cloud volume
150,000 objects per subscription + 10,000 objects per each named and concurrent user license
Included cloud file storage
1 MB per object
Additional cloud volume available

 

Support for mulitiple M-Files cloud vaults
Included on-premises volume 1 million objects 1 million objects*
Support for multiple on-premises vaults on each M-Files Server
Support for multiple on-premises servers
Additional on-premises volume available
Use Multi-Server Mode to build fault-tolerant on-premises implementations with multiple application servers instances that attach to the same vault database(s).
Restrictions for M-Files Cloud Vaults Core Standard Professional Enterprise
Maximum volume per M-Files vault
N/A
40 million objects
40 million objects
40 million objects
Max. average metadata database consumption per object
N/A
50 KB
50 KB
50 KB
Max. average search index consumption per object
N/A
20 KB
20 KB
20 KB
Max. # of database calls per second N/A 100 100 500
Product Support and SLA Core Standard Professional Enterprise
Community support
User Guide and M-Files Knowledge Base
M-Files Academy Add-on Add-on Add-on Add-on
Guaranteed uptime (99.5%) in the cloud
Email support
Phone support
8/5 24/7
Initial response times No SLA Standard SLA Standard SLA 24/7 SLA
Fix or workaround times No SLA Standard SLA Standard SLA 24/7 SLA

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