We're happy to introduce a new M-Files User course designed to help you get started with the new M-Files Desktop and M-Files Web clients.
This course is ideal if:
- You're new to M-Files and you're using the new M-Files Desktop or M-Files Web.
- If you are transitioning from the classic M-Files Desktop.
What you'll learn
This course covers the essential everyday use of M-Files through:
- Short theory sections
- Step-by-step demos
- Short exercises and quizzes
All content is delivered in a bite-sized microlearning format, making it easy to fit learning into your schedule.
- Introduction
- Welcome to the M-Files User course
- M-Files is a context-first document management system
- Tour of M-Files
- Where to get more help
- What you will learn in this course
- Saving information
- Introduction to saving information
- Introduction to the metadata card
- Saving your documents to M-Files
- M-Files Aino can help you fill in metadata
- Different ways to save your documents to M-Files
- Creating new documents and other objects
- How much metadata is enough?
- Different ways to create new information
- Finding and organizing information
- Introduction to finding and organizing information
- Finding information with metadata and search
- Relationships
- Finding information with views
- Workspaces
- Pinning and sorting your favorites
- Modifying and editing information
- Introduction to modifying and editing information
- Modifying without versioning chaos
- Opening version history
- Co-authoring documents
- Sharing information
- Managing information
- Introduction to managing information
- Permissions
- Workflows
Meet your AI Coach 
The course includes an embedded AI Coach that can:
- Answer your questions
- Explain topics in simple terms
- Summarize key points
- Generate practice questions
Get started
The course is now available in M-Files Academy and automatically assigned to new users. If you're an existing M-Files Academy user, you can find the course in the Course Catalog.
What's M-Files Academy and how do I access it?
M-Files Academy is an eLearning portal with role-specific M-Files product courses. A dedicated M-Files Academy portal for up to 100 users is included in all M-Files platform edition tiers. If you don't know the address of your M-Files Academy portal, you can ask your M-Files contact person or sign up at here!
