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M-Files Search & Find

How search & find works in M-Files
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Metadata-Based Search

M-Files primarily relies on metadata (attributes or properties associated with documents) for searching.

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Users can specify search criteria based on metadata such as document title, author, creation date, keywords, customer name, project ID, and more.

Full-Text Search

In addition to metadata, M-Files also supports full-text search. This means it can search the content within documents, including text, PDFs, Word documents, and other text-based files.

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This is useful when you’re looking for specific information within documents.

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Want to see this feature in a live demo ?

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Advanced Search Filters

M-Files offers advanced search filters that allow users to narrow down search results further.

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Filters may include document type, version, status, access permissions, and more. Users can combine multiple criteria to create complex queries.

Quick Search

M-Files typically provides a quick search bar that allows users to enter keywords or phrases for an immediate search.

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This is useful for quickly finding documents without needing to set up complex search parameters.

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See quick search in action

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Search Results Preview

After performing a search, M-Files displays search results in a list format.

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Users can typically see document titles, metadata, and a preview of the document content.

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This preview helps users quickly identify the right document.

Overall, the search function in M-Files is a crucial feature for efficient document management. It enables users to quickly and accurately locate documents, fosters organization, and enhances collaboration while maintaining security and compliance.