Is there a best way to replace several PDF files?

KCox 2 months ago

A client I work for started using M-Files for document management but didn't really include any training so I've been feeling things out...

I was told 2 things by the coordinator I work with, 1) you CANNOT delete ANY files, and 2) to replace PDFs you MUST drag and drop onto the existing PDF of that same name, one by one... however this leaves so much room for user error, not to mention it is extremely time consuming when you have 50+ PDFs to replace each time.

So, I'm wondering, is there a better way to replace multiple files without creating a copy?

0 Craig Hawker 1 month ago

It's probably worth speaking to the reseller who helped install M-Files. What you're describing sounds like an overly error-prone and manual process. I guess my question would be around where those PDFs come from, why they're being updated outside of M-Files, things like that. Are you able to elaborate a little on the wider process at play here, rather than the specific act of updating the PDFs?
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0 Andraz 14 days ago in reply to Craig Hawker

I have a similar issue. We have word files with M-files properties to match different packages. Once we update a word document I need to drag&drop the updated file over existing file for each package.

Is there a better way to do this?
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0 Joonas Linkola 13 days ago in reply to Andraz

Like Craig suggested it's best to raise this with your reseller as there are many variables and the recommended solution depends on the details of your processes.
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