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Document Management
and Automation

Efficiency thanks to automation

Document Management

SMEs are constantly flooded with information from all directions – There are internally created documents, but also files from customers, partners and suppliers.

Not to mention the various versions of each file circulating. The result? Time is wasted searching for the correct info in the correct version. Enter SoftAdvice.

  1. Helping companies find and implement smart document management solutions.
  2. Efficient automation to reduce administrative costs and allow for greater focus on core activities.
  3. SoftAdvice offers seamless implementation, team training and ongoing support for maximum efficiency.
AI and automation

M-Files

M-Files is not only a user-friendly solution for centralized document management but also a automation software that enables the creation of more efficient workflows to better organize business information. With an integrated AI feature, M-Files is a leader in document management and workflow optimization, resulting in improved external collaborations, security, and quality management.

M-Files advantages

No more lost documents

Instead of searching through complex folder structures, as a user of M-Files, you can simply enter relevant keywords or phrases in the search function to find the right document.

Metadata search

M-Files mainly uses metadata (properties of documents) to search. Users can search by title, author, date, keywords, customer, project, etc.

Full text search

In addition to metadata, M-Files can also search within document content. This is useful for specific info in documents.

Advanced filters

M-Files has filters to refine search results (type, version, status, permissions, etc.). Combine criteria for complex searches.

Quick search

M-Files has a quick keyword search bar. Ideal for quick searches without complex parameters.

Example search results

M-Files displays search results in a list with title, metadata and a preview of the content. This will help you find the right document faster.

Always the correct version

With version management in M-Files, different versions of documents are tracked and managed, allowing users to view, edit and restore previous versions, while keeping a clear history of changes.

Version tracking

M-Files automatically assigns a version to new documents (version 1, ...). Any change to content or metadata increases the version number.

Checking in and out

Edit documents securely by checking them in and out. Once changes are made, the document is checked back in, the version number is updated, and the document becomes available again.

Version history

M-Files stores all versions of a document. This allows you to see who adjusted what when and helps control and understand document development.

Revert to older versions

In M-Files, you can easily revert to previous versions. This way, you don’t lose any information and can restore documents to a previous state.

Messages

Receive notifications when changes are made to a document, e.g. when a new version is created.

Workflow integration

Automate your processes by linking version control to workflows. For instance, an approval process can automatically begin when a new version is released.

No more slow, repetitive document processes

With M-Files’ workflow and notification features, document and task processes are automated and coordinated. Responsibilities are assigned, and notifications are sent to streamline collaboration and ensure efficient workflow progress.

Workflow automation

M-Files streamlines work processes by automatically organising and moving documents and tasks. It acts like a digital assistant, ensuring your workflow stays organised and efficient.

Automated processes

Create automated processes for document and task management. Define steps, actions and rules for the document or task flow.

Task allocation

Assign tasks to individuals or teams based on predetermined criteria. For example, a document is automatically submitted for review as soon as it is created.

Messages

Receive notifications on required actions. These could be alerts about approvals, deadlines or other important events.

Conditional logic

Set conditions to determine actions. For example, a document may follow a different path if it is marked 'urgent'.

Approvals and reviews

Perform approval and review processes. Make sure documents are checked by the right people before completion or publication.

No more complex workflows

M-Files Ment

M-Files Ment is an intuitive and affordable document automation platform with easy onboarding to accelerate your legal work and business processes. M-Files Ment is the first 100% visual, no-code automation interface tool that removes the barriers of complex document automation processes.

This is how you compose legal documents with a few presses of a button. To do this, you answer a few substantive questions and M-Files Ment composes your document. No more cutting and pasting.

Intelligent and automated

M-Files Hubshare

A collaborative and secure file-sharing platform that allows professionals to work together more effectively and efficiently.

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Customer Portal

Central access to important information for your customers.

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Secure file sharing

Protected storage and easy access to files for customers and employees.

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Extranet portal

Improve collaboration by easily sharing files and information.

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Self-service customer portal

Give customers control over documentation and disclosure of information.

Discover all

Features

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Search & find
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Document generation
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Artificial intelligence
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Mobile access & apps
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Automatic permissions
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Version control
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Workflow automation
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Collaboration
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E-signing
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Intelligent folders
Discover all solutions
Discover our

40+ DMS solutions

Take your business to the next level with SoftAdvice’s solutions!

All solutions
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Your partner for increased efficiency in business processes with intelligent Document Management solutions.

Quick links

Contact

  • info@softadvice.eu
  • BE: +32 2 895 06 00
  • BE: +32 14 71 62 19
  • NL: +31 79 799 61 40
  • LUX: +352 27 86 46 55

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