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Category: Process Automation

Document Snapshot
Document Snapshot

Bundle document collections into a zip file with a predefined structure for easy exchange. Ensure efficient and organised collaboration with third parties.

NACEBEL Integration
NACEBEL integration

Automatically add NACEBEL structures based on the company number in M-Files. Simplify business data processing and classification.

Checklist Tool
Checklist Tool

Create and manage structured to-do lists in M-Files. Track progress, monitor deadlines and manage workflows more efficiently with the checklist tool.

UBL-Tools
UBL Tools

Easily read UBL files and map them to metadata in M-Files. Streamline invoice processing, increase efficiency, and reduce errors with smart automation.

Workflow Visualizer
Workflow Visualizer

Show the workflow structure in an additional tab in M-Files. Visualise complex processes for a better overview and increase efficiency.

Penneo Sign Casefiles
Penneo Sign Casefiles

Sign documents with Penneo directly within M-Files, maintaining a secure workflow and boosting efficiency by staying within the application.

Deltek WorkBook ERP Integration
Deltek WorkBook ERP Integration

Automate financial processes such as invoice processing within the ERP environment. Ensure greater efficiency and better control over accounting.

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