Download M-Files Client: A Guide for Beginners
If you are looking for a way to manage your documents and information in a smart, secure, and easy way, you might want to consider using M-Files Client. M-Files Client is a desktop application that allows you to access and work with the content stored in M-Files vaults. In this article, we will explain what M-Files Client is, how to download and install it, how to connect and authenticate to a vault, and how to use its features.
download m-files client
What is M-Files Client?
M-Files Client is a part of the M-Files Online solution, which is a cloud-based platform that provides intelligent information management for various industries and use cases. M-Files Online enables you to store, organize, find, and share your documents and data in a secure and compliant way. You can access your content from any device, anywhere, anytime.
M-Files Client is the desktop application that lets you interact with the content in M-Files vaults. A vault is a repository of documents and objects that have metadata associated with them. Metadata is information that describes the content, such as its type, name, properties, relationships, permissions, etc. Metadata makes it easier to find, manage, and understand your content.
With M-Files Client, you can create, edit, view, delete, and archive documents and objects in the vault. You can also search and browse the content by using different criteria, such as keywords, metadata, views, etc. You can also use built-in M-Files dialogs to perform various actions on the content, such as creating new objects, adding metadata, checking out or in documents, etc.
Benefits of using M-Files Client
There are many benefits of using M-Files Client for your information management needs. Some of them are:
You can access your content offline. M-Files Client allows you to work with your documents and objects even when you are not connected to the internet. You can sync your changes when you go online again.
You can edit documents in Office for Web. M-Files Client supports editing documents directly in Office for Web applications, such as Word, Excel, PowerPoint, etc. This means you don't need to install or pay for desktop applications.
You can integrate with other applications. M-Files Client integrates with various applications that you use daily, such as Outlook, Teams, SharePoint, Salesforce, etc. This allows you to access and manage your content from within those applications.
You can customize your user interface. M-Files Client offers a simplified user interface with minimalistic design that is optimized for daily work. You can also customize your user interface by choosing different themes, layouts, languages, etc.
How to download and install M-Files Client
To use M-Files Client, you need to download and install it on your computer. Here are the steps to do that:
Download links for different languages and versions
M-Files Online is updated monthly with new features and improvements. You can use the links below to download the latest version of M-Files Client for different languages and versions:
LanguageVersionDownload Link
English23.5.12628.4
Chinese (Simplified)23.5.12628.4
French23.5.12628.4
German23.5.12628.4
Spanish23.5.12628.4
Japanese23.5.12628.4
Russian23.5.12628.4
Portuguese (Brazil)23.5.12628.4
Finnish23.5.12628.4
Dutch23.5.12628.4
Swedish23.5.12628.4
Danish23.5.12628.4
Norwegian (Bokmål)
Italian23.5.12628.4
Polish23.5.12628.4
Czech23.5.12628.4
Turkish23.5.12628.4
Korean23.5.12628.4
Hungarian23.5.12628.4
Greek23.5.12628.4
Romanian23.5.12628.4
Slovak23.5.12628.4
Note: The download links are for 64-bit Windows operating systems.
Installation steps and requirements
To install M-Files Client, you need to have the following requirements:
A Windows operating system (Windows 10, Windows 8, Windows 7, or Windows Server)
A compatible web browser (Microsoft Edge, Google Chrome, Mozilla Firefox, or Internet Explorer)
An internet connection (for downloading and updating M-Files Client)
An M-Files Online subscription (for accessing and working with vaults)
An administrator account (for installing M-Files Client)
At least 1 GB of free disk space (for installing M-Files Client)
At least 2 GB of RAM (for running M-Files Client)
A screen resolution of at least 1024 x 768 pixels (for displaying M-Files Client)
To install M-Files Client, you need to follow these steps:
How to download m-files client for Windows
Download m-files client latest version
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Download m-files client API
Download m-files client documentation
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Download m-files client license key
Download m-files client offline installer
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How to install and configure m-files client
How to uninstall and remove m-files client
How to update and upgrade m-files client
How to troubleshoot and fix issues with m-files client
How to use and customize features of m-files client
How to connect and authenticate with m-files server using the MFilesClientApplication object[^4^]
How to access and manage documents in the vault using the MFilesClientApplication object[^4^]
How to create and edit metadata cards using the MFilesClientApplication object[^4^]
How to search and filter documents using the MFilesClientApplication object[^4^]
Download the M-Files Client installer file from the link that matches your language and version.
Run the installer file and follow the instructions on the screen.
Accept the license agreement and choose the installation folder.
Select the components that you want to install (such as M-Files Shell Extensions, M-Files Outlook Add-in, etc.).
Click Install and wait for the installation to complete.
Click Finish and restart your computer if prompted.
Launch M-Files Client from the Start menu or the desktop shortcut.
You have successfully installed M-Files Client on your computer.
How to connect and authenticate to a vault
To use M-Files Client, you need to connect and authenticate to a vault that contains your content. A vault is a repository of documents and objects that have metadata associated with them. You can connect to a vault in two modes: client mode or server mode.
Client mode vs. server mode
In client mode, you connect to a vault that is hosted on M-Files Online cloud service. This means that you don't need to install or maintain any server software on your own premises. You can access your content from any device, anywhere, anytime.
In server mode, you connect to a vault that is hosted on your own premises or on a third-party hosting provider. This means that you need to install and maintain the server software on your own or hire someone to do it for you. You can access your content from devices that are connected to the same network as the server.
Authentication methods and optionsTo connect and authenticate to a vault, you need to provide your credentials and choose the authentication method and options that suit your needs. There are different authentication methods and options available for M-Files Client, such as:
Windows authentication: This method uses your Windows user account and password to authenticate you to the vault. This is the simplest and most secure method, as you don't need to remember or enter any additional credentials.
M-Files authentication: This method uses your M-Files user account and password to authenticate you to the vault. This is the most common method, as it works for both client mode and server mode vaults.
Single sign-on (SSO) authentication: This method uses your existing identity provider (such as Azure AD, Okta, etc.) to authenticate you to the vault. This is the most convenient method, as you don't need to enter any credentials at all.
Certificate authentication: This method uses a digital certificate that is issued by a trusted authority to authenticate you to the vault. This is the most advanced method, as it requires you to have a valid certificate and a smart card reader or a USB token.
To connect and authenticate to a vault, you need to follow these steps:
Launch M-Files Client from the Start menu or the desktop shortcut.
Click Add Vault on the left pane of the M-Files Client window.
Select the mode that you want to use: client mode or server mode.
Enter the name or address of the vault that you want to connect to.
Select the authentication method that you want to use: Windows, M-Files, SSO, or Certificate.
Enter your credentials or select your certificate if required.
Click OK and wait for the connection to be established.
You have successfully connected and authenticated to a vault.
How to use M-Files Client features
M-Files Client offers a variety of features that help you work with your content in an efficient and effective way. Some of these features are:
Editing documents in Office for Web
M-Files Client supports editing documents directly in Office for Web applications, such as Word, Excel, PowerPoint, etc. This means you don't need to install or pay for desktop applications. To edit a document in Office for Web, you need to follow these steps:
Select the document that you want to edit in M-Files Client.
Right-click on the document and select Edit in Office for Web from the context menu.
A new tab will open in your web browser with the document loaded in Office for Web.
Edit the document as you normally would in Office for Web.
Save and close the document when you are done.
The changes will be synced back to M-Files Client automatically.
Using built-in M-Files dialogsM-Files Client provides a set of built-in dialogs that allow you to perform various actions on the content in the vault. These dialogs are accessible from the right-click context menu or the ribbon menu of M-Files Client. Some of these dialogs are:
New: This dialog allows you to create a new document or object in the vault. You can choose the type, name, metadata, and content of the new item.
Properties: This dialog allows you to view and edit the metadata of a document or object in the vault. You can change the type, name, properties, relationships, permissions, etc. of the item.
Check Out/Check In: These dialogs allow you to lock and unlock a document in the vault. When you check out a document, you prevent other users from editing it until you check it in. When you check in a document, you save your changes and allow other users to edit it.
History: This dialog allows you to view and restore the previous versions of a document or object in the vault. You can see when, who, and what changes were made to the item over time.
Workflow: This dialog allows you to view and change the workflow state of a document or object in the vault. A workflow is a sequence of steps that define the lifecycle of an item. You can see the current state, the next state, and the actions required to move to the next state.
Searching and browsing documents and objects
M-Files Client offers a powerful and flexible way to search and browse the content in the vault. You can use different criteria, such as keywords, metadata, views, etc. to find and access your content. Some of these criteria are:
Quick Search: This is the simplest way to search for content in the vault. You can enter one or more keywords in the search box and press Enter. M-Files Client will display all the documents and objects that match your keywords.
Advanced Search: This is the most comprehensive way to search for content in the vault. You can use various filters and operators to refine your search query. You can specify the type, name, properties, relationships, permissions, etc. of the items that you want to find.
Views: These are predefined or custom queries that show you a subset of content in the vault based on certain criteria. You can access them from the left pane of M-Files Client. You can also create your own views by using advanced search or by saving your search results.
Conclusion
M-Files Client is a desktop application that allows you to access and work with the content stored in M-Files vaults. M-Files Client offers many benefits and features that make it a smart, secure, and easy solution for information management. In this article, we have explained what M-Files Client is, how to download and install it, how to connect and authenticate to a vault, and how to use its features. We hope that this article has helped you understand how to download M-Files Client and use it for your needs.
FAQs
Here are some frequently asked questions about M-Files Client:
Q: How do I update M-Files Client?A: M-Files Client updates automatically when there is a new version available. You can also check for updates manually by clicking Help > Check for Updates from the ribbon menu of M-Files Client.
Q: How do I uninstall M-Files Client?A: To uninstall M-Files Client, you need to go to Control Panel > Programs > Programs and Features and select M-Files Online from the list of programs. Then click Uninstall/Change and follow the instructions on the screen.
Q: How do I switch between client mode and server mode?A: To switch between client mode and server mode, you need to go to File > Vault Connections from the ribbon menu of M-Files Client. Then click Add Vault and select the mode that you want to use. You can also edit or remove existing vault connections from the same menu.
Q: How do I share a document or object with others?A: To share a document or object with others, you need to right-click on the item and select Share from the context menu. Then you can choose to share the item by email, by link, or by QR code. You can also set the permissions and expiration date for the shared item.
Q: How do I get help or support for M-Files Client?A: To get help or support for M-Files Client, you can click Help > M-Files Online Help from the ribbon menu of M-Files Client. This will open the online help portal where you can find user guides, tutorials, videos, forums, etc. You can also contact M-Files support by clicking Help > Contact Support from the same menu.
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