Efficient Solutions for Document Management

Plenion Integration

Synchronise customers, projects and site addresses from Plenion with M-Files. Categorise documents easily for efficient project-related management.

Optedo Integration

Synchronise customers, projects, contacts and sales opportunities from Optedo with M-Files. Use data directly in workflows for efficient project management.

Document Snapshot

Bundle document collections into a zip file with a predefined structure for easy exchange. Ensure efficient and organised collaboration with third parties.

NACEBEL integration

Automatically add NACEBEL structures based on the company number in M-Files. Simplify business data processing and classification.

WinBooks Integration

Synchronise customers, suppliers, purchases and sales with M-Files. Streamline accounts receivable management and invoice approval for more efficient workflows.

SMART Classifier

Automate document categorisation with M-Files Smart Classifier. Learn from user actions and speed up document management with AI-based suggestions.

Quick Classifier

Quickly classify incoming documents with a customisable interface. Streamline processes like post-classification and simplify tasks with just the touch of a button.

Microsoft Dynamics CRM Integration

Integrate M-Files with Dynamics CRM for customer document management. Tag and link documents to CRM objects such as accounts and leads for efficient management.

Information Extractor

Generate metadata suggestions based on document content with M-Files Text Analytics and Matcher. Speed up document management with automatic analysis and linking.

Image Analysis

Automatically analyse images and generate metadata, such as captions and tags. Use face recognition to enrich image content in M-Files.

Salesforce CRM Integration

Integrate M-Files with Salesforce CRM to centralise your daily content. Instantly find documents, no matter where they are stored, for a seamless and comprehensive overview.

Checklist Tool

Create and manage structured to-do lists in M-Files. Track progress, monitor deadlines and manage workflows more efficiently with the checklist tool.

UBL Tools

Easily read UBL files and map them to metadata in M-Files. Streamline invoice processing, increase efficiency, and reduce errors with smart automation.

Exact Online Integration

Synchronise entries, attachments, journals and more between Exact Online and M-Files for efficient integration and improved accounting workflows.

Acrobat Sign

Use Acrobat Sign to digitally sign documents easily and securely. Optimise workflows and speed up approval processes with legally valid signatures.

DocuSign

Quickly and securely sign documents with DocuSign. Reduce paperwork and speed up contract approval in a secure digital environment.

ChronoScan

Automate document scanning, indexing and extraction with ChronoScan. Work seamlessly with M-Files for better workflows and metadata provision.

e-ID Contact Creator

Read out Belgian eID cards and generate contact objects in M-Files. Automate contact management and reduce manual input.

Pix Resizer

Automatically reduce images uploaded to M-Files. Save storage space and maintain system performance without losing quality.

Date Calculator

Calculate dates such as quarters based on a source date and save them in M-Files. Automate date processing for consistency and efficiency.

Text Calculator

Use regex to parse text fields and populate metadata automatically. Automate and accelerate the document processing workflow within M-Files.

Digidentity eSeal Integratie

Sign documents securely with Digidentity’s eSeal. Verify the origin and integrity of documents for extra security during document exchanges.

Automatic Title Handling

Standardise document titles based on metadata in M-Files. Automate name conventions centrally for consistency in document management.

External Mailer Pro

Automatically send emails to external contacts from M-Files. Use workflow triggers to facilitate the email process without manual intervention.

File Exporter

Automatically download files to a server or via FTP when an object is moved in a workflow. Automate file transfers securely.

Metadata Exporter

Export metadata to .csv, .xml or .json at set times. Share and process data easily in other systems without manual intervention.

Value List Importer

Import items to a value list in M-Files from Excel. Easily automate and complete value lists that cannot be imported by default.

Object Importer

Automatically create objects in M-Files from Excel worksheets. Ideal for bulk import and easy object creation in your M-Files environment.

Excel Reader Module

Integrate Excel calculations into M-Files and read results automatically. Keep values up to date for accurate and dynamic workflows.

Audit Trailer Add-on

Create audit PDFs based on actions in M-Files. Present audit information in a format that is easy to share and read, providing clearer insights.

Workflow Visualizer

Show the workflow structure in an additional tab in M-Files. Visualise complex processes for a better overview and increase efficiency.

Mailimporter Add-on

Automatically classify incoming emails in M-Files. Process attachments and metadata accurately using regex for efficiency.

Penneo Sign Casefiles

Sign documents with Penneo directly within M-Files, maintaining a secure workflow and boosting efficiency by staying within the application.

Deltek WorkBook ERP Integration

Automate financial processes such as invoice processing within the ERP environment. Ensure greater efficiency and better control over accounting.

Companyweb Add-on

Obtain business information directly in M-Files for more informed decisions. Automate data and improve the efficiency of your processes.

Dox42 Document automation

Automatically generate personalised documents in M-Files based on metadata and conditions. Stay within M-Files for efficiency.

Nitro Sign Integration

Sign and manage documents digitally within M-Files. Speed up the signing process and ensure a seamless workflow within your system.

PDF Manager

Manage your PDFs within M-Files by merging, splitting or deleting pages, without leaving M-Files. Increase the efficiency.

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