How To Create Document Collections

A document collection is a set of interrelated documents. The difference from a multi-file document is that each member of a document collection is independent and has its own metadata. In addition, the document collection has a collective set of metadata that is independent of the member documents. By contrast, in a multi-file document, all document files share the document's properties.

To create a document collection in M-Files, click the Create button and select Document collection... from the list. Then select a class and fill in the shared metadata of the collection.

Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply. To access tutorial videos featuring the previous user interface, please click here here.

To upgrade to the new user interface, please consult your organization's M-Files Business admin to see about updating your M-Files application.