Efficient document management can deliver dramatic gains in efficiency and productivity for organizations that have invested in SharePoint by improving the way they organize and manage business documents, information and processes.
M-Files compliments SharePoint with “out-of-the- box” purpose-built document management capabilities, and if your organization is considering how to best address its document management needs within a SharePoint framework, take a look at what M-Files brings to the table:
• Deep Integration with SharePoint as well as the ability to seamlessly interface with essentially any CRM, ERP and database system to provide a centralized approach to document management that works in concert with existing systems.
• Fast Comprehensive Search across large numbers of documents and information, including both metadata and full-text search. M-Files also provides unique metadata-driven dynamic views that eliminate chaotic folder structures and provide instant and automated access to any document based on the need. For instance, documents by type, date, customer, or those at a certain workflow state, such as in review or approved.
• Flexible and Secure Metadata-Driven User Access Permissions ensure that only authorized personnel gain access to specified documents and information. M-Files also supports Active Directory and all your existing user and group accounts, automatically creating a seamless single sign-on environment.
• A Full Complement of Document Management Features including version control, automated workflow with assignments and notifications, and check-in/check-out to support editing in a team environment.
• Deep Integration with Windows Explorer, supporting all of your familiar Windows applications so that documents can be saved and opened from a centralized vault using standard File Open and Save commands.
• Available in Cloud, On-Premise or Hybrid Deployments, which combines elements of both cloud and on-premise. For instance, you can manage your vault on-premise with seamless integration with cloud-based applications, such Dynamics CRM Online, or cloud-based document management or publishing, with tight integration to an on-premise implementation of Dynamics AX, GP or NAV.
• Multiple Access Methods including an optimized Windows Explorer client, a Web interface supporting any platform including Mac and Linux, and mobile support for Smartphone and tablets such as the iPhone, iPad, Android and Windows Phone. Offline access is also supported in the event a connection to the Internet is unavailable.
• Built-in and Fully Customizable Document Types, Workflows, Templates and Reporting and audit trail features to support records management requirements and compliance with industry standards and regulations such as ISO 9001, FDA 21 CFR Part 11, EU GMP Annex 11, Sarbanes-Oxley, and numerous other standards, laws and regulations.
• Automated Project Management features to streamline SharePoint team site development, collaboration, distribution of information and communication, with secure automated publishing of managed content. The agility of M-Files enables SharePoint users to build new document types and workflows on the fly.
• Metadata-based architecture enables businesses to manage and track content and processes much more efficiently than traditional file folder-based approaches. This unique approach enables organizations to automate business processes and access permissions in a fundamentally more efficient manner.
• File Sharing and Collaboration with “Co-Authoring” Powered by Windows SkyDrive, so when a document is checked-out for editing, simply designate it for co-authoring, enabling others to make changes to the same document simultaneously. Team members can include internal colleagues as well as external partners without core system access, they just get a link to access the document via SkyDrive. Read-only sharing is also supported.
• Centralized Document Management with integrated automated backup and archiving with support for email.
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In the M-Files white paper, Empowering SharePoint Users with Purpose-Built Document Management, we illustrate how M-Files can boost the value of the overall SharePoint solution as both a rich collaboration portal and a centralized document repository, which creates a better and more comprehensive platform for managing, searching and tracking all the content that exists across an organization’s ecosystem.