How To Use Document Templates

Use of templates in M-Files is really easy. Just select what you want to create and M-Files offers you the templates available. You can select from the ones created specifically for your company and for the specific class chosen, or you can choose from the blank templates.

Does your M-Files look different? - This video features the previous user interface. This video will be updated shortly to feature the latest version of M-Files (released in November 2022). Please note that the lessons in this video still apply.