How to Automatically Index a Large Number of Documents in M-Files?

Hello everyone,

I have a large number of documents that need to be indexed in M-Files, and doing this manually is not feasible.

Is there a way to automatically index these documents inside M-Files?
If so, what is the recommended approach or configuration to enable automatic metadata population based on the document content?

Any guidance or official documentation would be greatly appreciated.
Thank you!

Parents Reply
  • If those documents are similar in structure and content you might be able to extract the relevant metadata using Regex. This can easily be done with the Extension Kit add-on. You can use a simple workflow to trigger the process or simply add or change a specific property as trigger or you can even run it as a Run Once operation.

    You might also get some help from MF Intelligence services like M-Files Smart Metadata, M-Files Matcher or M-Files Text Analytics. However, they all only provide suggestions on individual documents, they can't set metadata directly, and they can't handle mass operations.
    M-Files Smart Migration and Discovery are also options that might be worth looking into. Migration can help you import documents while adding some metadata, Discovery can set certain properties on existing documents in M-Files.

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