Administration and Access Management in M-Files – Playlist #5

Administration and Access Management in M-Files

A complex and multifunctional system like M-Files naturally features a highly advanced management system with a wide range of administrative capabilities. Most of these capabilities are focused on managing workflows within the system—since workflows in M-Files are a way to simulate the life cycles of information in accordance with real-world processes.

In this training module, we’ll explain how permissions are created in M-Files for different system users and document types, how to set up permissions for workflows, and how to assign tasks via workflows, create workflows, and approve documents.

Another important topic in this module is the ability to edit document content and metadata in M-Files, as well as managing different document versions and viewing a document’s version history.

Videos:

1 Automatic Permissions in M-Files

2. Modifying the Default Review Functionality in M-Files

3. M-Files Administrator Permissions in 2023 Workflows

4. Editing Information in M-Files

5. Assigning Tasks by an M-Files Administrator via Workflows

6. Creating an Informative Workflow by an M-Files Administrator

7. Creating a Workflow for Reviewing and Approving Documents by an M-Files Administrator

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