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Tag Archives: content control
Reducing Operational Costs with Effective Document Management
There are several factors that can motivate companies to deploy a document management solution. Many organizations seek out more effective document control because it addresses a critical business issue, while for others it’s the ability to find the right information … Continue reading
A Document Management System for Continual Updates
Media company finds Windows-integrated solution for collaborative files that keep changing This month’s in-depth look into real-world applications of the M-Files content management features Liquid Compass, a Denver based media firm that specializes in streaming Internet content. The company helps … Continue reading
Building your own CRM inside M-Files
By expanding M-Files document management with the Customer Relationship Management (CRM) add-on, you can easily add relationship information in your workflow processes. There’s many ways you can tie customer contact information with other M-Files content for greater efficiency. Let’s take … Continue reading
Posted in Uncategorized
Tagged content control, content management, CRM, custom workflow, Customer Relationship Management, document history tracking, document management, document management software, document management system, electronic filing, M-Files, Windows integration, workflow design
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Adding Customer Relationship Management to Document Workflow
A powerful add-on to M-Files document management software is M-Files Customer Relationship Management (CRM), which allows you to add customer attributes into the M-Files database. You can then associate contact events (like emails, meetings, calls, or faxes) as well as … Continue reading
Posted in Uncategorized
Tagged content control, content management, CRM, custom workflow, Customer Relationship Management, document history, document history tracking, document management, document management software, document tracking, electronic filing, M-Files, M-Files Express, process accountability, version control
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M-Files Under the Hood: Check-In/Check-Out
Keep collaborative master documents safe Let’s take a look at how users can check in and check out files in the M-Files interface, thereby preventing unintentional loss of document edits among multiple users. When you check out items in M-Files … Continue reading
