Tip – Missing M-Files Add-In on Outlook.

With a few clicks you can save an email from outlook to M-Files, however what do you do when for reasons you cannot explain there is no M-Files add-in showing on your Outlook. The add-in will remain active until Outlook decides to disable it. The email client will disable the add-in’s to make things go a little faster for you, if it notices that the client is slowing down. HOW TO ADD THE M-FILES ADD-IN On the outlook ribbon, start by clicking on ‘File’ Under the heading ‘Account information’ locate and click on ‘Slow and Disabled COM Add-ins’ All you […]

Tip – Current session no longer valid.

27 May, 2020 When the work day starts, setting yourself up with what you will need is the norm. But what happens when you open your M-Files and you’re staring eye to eye with an M-Files session error. Yes, you can panic for a quick moment, however the “M-Files session error” only means you have been idle on M-Files for too long and M-Files wants you to log in again.   HOW TO LOG OUT WHEN YOU HAVE A SESSION ERROR: Open the Taskbar hidden icons and locate the M-Files icon. Click on the M-Files icon and the log out […]

What new skills have you learnt?

20 May, 2020 Well another week of lockdown and another week of trying to figure out what to do, how to do it and when to do it?… Our skill sets have all been stretched and new skills have been creeping into our lives, even if we didn’t realise it.  Many will have heard me say, I am the cook, the cleaner and bottle washer. Well I can now proudly add to my growing skill set, the baker, the seamstress and the school teacher! Yes, I have been trying my hand at baking bread and this is a skill I […]

Tip – Pin a Document or Object

18 May 2020, If there is a document or object that you will be working with regularly on M-Files, you can simply “Pin” it to your M-Files home screen for quick access. All you have to do is right click on the document or object. Click on pin. The document or object will be pinned to your home screen in the “Pinned” view. Ralton, is VM Consulting’s dedicated support consultant always ready to be at your service. Should you find yourself stuck with an issues, feel free to get in touch with us and he will be on the other side ready […]

Tip – Working Offline

11 May 2020, We all know the Internet has its moments when it decides to let us down, whilst there is still work to be done. Should today be one of those days, don’t waste time with powering your device off and on, changing cables or moving the router, just take advantage of the M-Files offline mode. You can access and modify documents stored in an M-Files vault without a network connection – as long as they have been marked to be available offline. How  to “Mark for offline availability”? A VIEW: Locate and right click on the view you […]

Thank You for allowing us to be part of your Digital Transformation Journeys

07 May 2020, I would like to take a moment and say a big thank you to all our clients! We have had the great privilege over the past couple of years to work with amazing clients on their digital transformation journeys. Our ideas ( mine in particular ) have pushed many boundaries and my amazing team of developers and consultants can often be heard saying under their breathes “she wants us to do what?”, but they are always up for a challenge and the results have been astounding: From complete Information Management Solutions to basic Document Management solutions. From […]

Tip – M-Files Connection Status

06 May 2020, Are you experiencing issues, but cannot quite figure out what the problem is? The first item to check would be your desktop network and M-Files connection status. M-Files is a cloud based software, meaning that it needs to be connected to the invisible stuff called the Internet. Desktop network. Ensure your desktop is connected to the network by checking your WiFi connection, which can drop. 2. The M-Files connection status icon, this is in the upper right corner on your M-Files interface. This displays the status of your connection to the document vault by measuring the round-trip […]

Tip – M-Files and Outlook

05 May 2020, Not sure what happened to the email you just saved to M-Files? When saving an email to M-Files the outlook email client will flag the email with a blue category square. If you have been waiting for a minute or two after saving your email to M-Files and you don’t see the blue category on your email or you don’t see the email in M-Files. One way to resolve this is to : Right click on the email you are wanting to save. After right clicking, locate and select “Update M-Files status”. If another user has saved […]

Tip – M-Files Refresh

04 May 2020, Are you trying to upload documents into M-Files, but due to slow Internet don’t have visibility on that document in M-Files? Quick tip use the refresh icon on your M-Files screen, this applies to updating information on an object card as well. All you need to do is select the refresh icon located on the right in the top tool bar of M-Files. About Ralton Ralton, is VM Consulting’s dedicated support consultant always ready to be at your service. Should you find yourself stuck with an issues, feel free to get in touch with us and he […]

The Lockdown Honeymoon Is Over.

29 April 2020, As we start to prepare for the next phase of lockdown, many of us have realized that remote working is something that needs to remain in play in order to protect our employees, families and businesses. Getting your business future fit in this digital race is a necessity if you are to survive in this changing world. So you have sorted out your virtual meetings and you are using MS Teams, Skype, Zoom or WhatsApp video calls. Emails are also sorted, as you receive your emails at home via office 365, exchange, google mail or whatever your […]