Native Microsoft 365 Desktop Co-Authoring in M-Files

Native Microsoft 365 Desktop Co-Authoring in M-Files

We introduced the new solution in early July to unlock native Microsoft 365 capabilities for M-Files AI-curated content, including agentic experiences delivered by Microsoft 365 Copilot and M-Files Aino. This solution provides unified security and compliance: M-Files content stays within the Microsoft 365 security boundary while leveraging organization-wide compliance and governance policies defined by Microsoft Purview.

With this new capability, documents are stored directly in your Microsoft 365 environment, giving you:

  • Seamless collaboration – edit simultaneously in Microsoft 365 with colleagues.
  • Better AI outcomes – ensure Copilot and M-Files Aino generate results grounded in accurate, trusted content.
  • Stronger compliance – apply Microsoft Purview’s governance and security features to your M-Files content.

The first native capability is available now: Activate desktop co-authoring in your Microsoft 365 environment

Desktop co-authoring in M-Files is the first of the native capabilities. With desktop co-authoring, you can edit documents simultaneously in Microsoft 365 while M-Files organizes information, guides business processes, and automates security and compliance. Get a best-in-class authoring experience, increasing your satisfaction, engagement, and adoption. 

Desktop co-authoring in M-Files is included in the M-Files Business platform subscription using M-Files Cloud at no extra cost. All you need to do is activate it in your environment.

Steps to activate desktop co-authoring:

  1. Admin Consent:
    Give M-Files application the Microsoft 365 admin consent – directly from M-Files Manage user interface.

  2. Enable Co-Authoring:
    Toggle desktop co-authoring on from M-Files Admin vault properties today. Additional capabilities coming soon!

  3. Enjoy Native Experiences:
    The new M-Files desktop and web users can now double-click Office documents and directly co-author in Excel, PowerPoint and Word desktop applications.

Read the detailed instructions with FAQ

Why it matters:
By storing your M-Files content directly in Microsoft 365, you maximize ROI on your Microsoft investment while ensuring your business is ready for future AI and compliance innovations.

Activate Desktop Co-Authoring Today!

If you’re not yet on M-Files Cloud and want to maximize business benefits and security with Microsoft 365, explore the advantages and make the switch today: M-Files Cloud: Business Benefits & Capabilities. Additionally, if you're interested in upgrading to the M-Files Business platform edition, you can read more here: M-Files Business Platform Edition.

Have questions? Contact your M-Files representative or Contact us here.