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Views and folder structures

Former Member
Former Member
Hi,
Can anybody help......I have 150 templates across 5 departments. Client Files,  Project Files, HR, Forms, General Admin.
When the templates come into M-Files they are all in one big list. Is there any way I can set up views that show the 5 different departments and the templates within that.

For instance in Client Files I have 100 court documents that are from the Family Court, the Magistrate Court etc. so I have an Initiating Application template for each court. I want employees to go to Court Documents, Applicants, Respondents etc. to grab the template quickly. I know M-Files is not files and folders but it is how the majority of staff work. Or is it easier to just add an FC and MC to the naming function.

Otherwise can anyone give me any tips on how to set views up that incorporate this type of system?
Any help much appreciated! :)
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  • Not quite sure that I understand exactly what you are asking.
    You can fill selected properties on your templates with default values that will then have that default value in every new document created from the template.
    With M-Files 2015.1 you can also configure the metadata card to have default values based on different rules. This is very flexible so you can decide that if one property has a certain value then another property by default should have a specific value, or the other property should be hidden or made mandatory or whatever you need.
    Users can always overwrite default values, so they are really just a help to speed up work in cases where default values are appropriate.
    You cannot populate properties in existing documents automatically unless you write a script that will lookup the documents and fill the properties for you. Only if you use Automatic Values in certain properties, then you can recalculate the values of that property in existing documents.
    Karl
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  • Not quite sure that I understand exactly what you are asking.
    You can fill selected properties on your templates with default values that will then have that default value in every new document created from the template.
    With M-Files 2015.1 you can also configure the metadata card to have default values based on different rules. This is very flexible so you can decide that if one property has a certain value then another property by default should have a specific value, or the other property should be hidden or made mandatory or whatever you need.
    Users can always overwrite default values, so they are really just a help to speed up work in cases where default values are appropriate.
    You cannot populate properties in existing documents automatically unless you write a script that will lookup the documents and fill the properties for you. Only if you use Automatic Values in certain properties, then you can recalculate the values of that property in existing documents.
    Karl
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