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- M-Files for NetSuite Showcased at SuiteWorld 2012 and on SuiteApp.com
- M-Files Struts its Stuff at the Texas Technology Summit in Houston
- The Demands of Regulatory Information Management in a Global Environment
- Classifying Information in a QMS provides the Foundation for Practical Quality Management
- The Challenges of “Old School” Manual Quality Processes
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Tag Archives: custom workflow
Scandinavian [Software] Design
Is Motive Systems the IKEA of Document Management Solutions? [This month's series features excerpts from our conversation with M-Files user Peter Uhlman, president of the Philadelphia-based Percheron Group, a commercial and residential real estate development company.] In trying to describe … Continue reading
Save the Date
Custom workflows create contracts that remind you later [This month's series features excerpts from our conversation with M-Files user Peter Uhlman, president of the Philadelphia-based Percheron Group, a commercial and residential real estate development company. Read all the excerpts]. Your … 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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Five Software Shopping Tips for Document Management Systems, Part Two
Tip #2: Trace your history with metadata Accounting systems give the ability to look through past actions to analyze historical transactions and identify the source of errors because they create an electronic paper trail. But other departments – whether they’re … Continue reading
