M-Files released some fantastic new features in March, providing an improved user experience for computer and mobile users. Let’s take a look at what’s new.
M-Files Web Companion
M-Files has released a new feature called M-Files Web Companion that allows seamless editing with native
applications combined with M-Files Web. This improvement enables locally installed Windows/Mac applications to edit files with M-Files Web, including all file extensions that have been associated with an application. Both Windows and Mac are supported together with the M-Files Web, but Classic Web is not supported.
Once you’ve installed the March 2023 release, you can start using M-Files Companion by opening M-Files Web and looking at the user menu in the top right corner. You’ll see an option to launch the M-Files Web Companion installer.
Your explicit authorization is required the first time you use the Web Companion with a vault. Verify the email address and then restart your browser. After this initial setup, you can double-click on a document to open it in the locally installed application for editing or viewing, as in M-Files Desktop. It only differs in that a manual check-in is required.
New Internal Object Types
In M-Files, object types specify the types of objects that should be stored. Object types built into the system include documents and document collections. Specifying object types such as customer, contact, or project is also possible. The March 2023 improvements allow new internal object types, Email and Email Conversation. These object types will initially be used for the Advanced Outlook Integration that is coming soon, but they could have other uses.
You can hide them from the vault for your current users if you prefer. Just open M-Files Admin and right-click “Metadata Structure (Hierarchical View).” Then select, “Show All Object Types and Classes.” Right-click on “Email” Object Type and select “Properties.” From there, you can deselect “Show the creation command in the task area” and click “OK.” Repeat the process for the “Email Conversation” Object Type
M-Files Mobile Updates
There were several new updates for mobile users for iOS in March. “Show More” is now an option for views and search results when more content is available. However, the vault must be connected to the server with the gRPC protocol.
There is now an option to collapse or expand all groups in search results, and the home view in the app now uses the home tab setting. The setting can be changed in M-Files Web and M-Files Desktop.
Mobile apps now display pinned item groups from M-Files Desktop. The app does not support creating groups, but you can move items between groups. HTML tags are now supported in property descriptions. Metadata card configuration rules define the descriptions. Metadata views can also display related objects. Just tap the open button in a value list to open a related object. And by accessing “Advanced Vault Settings” from M-Files Admin, groups can now be set to expand or collapse by default.
Commitment to Customer Satisfaction
All these exciting new features emphasize M-Files’ commitment to delivering best-in-class customer satisfaction. It’s another reason to get a competitive advantage with better document management. But you don’t have to take our word for it. You can see for yourself when you contact us for a demo.