Frequently Asked Questions
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Frequently Asked Questions : M-Files

Version 1.1 | Last Updated 27 June 2019 1     OVERVIEW Please notice that we have published a web page that contains information on M-Files products' support lifecycles. The most important at this point is the support information on M-Files 2015 fami...
APPLIES TO: * M-Files versions prior to 2015 SR1 (11.0.4300.34) * Microsoft .NET Framework 4.6 SYMPTOMS: .NET Framework 4.6 causes some compatibility issues with M-Files. In practice, this means that FEDERATED AUTHENTICATION (SAML V2.0, AD FS, OA...
You might have come across a situation where the filename changes if the file is exported outside of M-Files. The filename may have a "{2}" in it that wasn't present in M-Files. There is a good reason for this. The "/" is a prohibited character in Windo...
When the following error is shown upon a client operation (such as checking in or out a document), we have found that the most common resolution is to uninstall M-Files desktop client, reboot the computer, then re-install the client. There is mention re...
PROBLEM DESCRIPTION In some cases, "Filters" tab used to refine searches on M-Files Desktop does not show any options. Normally, at least "Scope" and "Object type" options should be visible. POSSIBLE REASON AND SOLUTION One possible reason for this is...
There have been numerous cases while trying to use the "Sharing, E-mail and PDF" > "Send Link by E-mail" have resulted in an error: > EmailClientThread.cpp, 224, An error occurred in the e-mail > application. > Make sure that the e-mail application is a...
If you are using Microsoft SQL Server as the database engine for your M-Files document vault and suddenly many operations in M-Files start to produce errors like "Violation of PRIMARY KEY constraint.. Cannot insert duplicate key in object..." then ...
Version 1.0 | Last Updated February 28, 2019 1     OVERVIEW M-Files does not scale with 4K screen resolution. The following is a work around to this issue until a real solution is made in place. 2     IMPACTED PRODUCTS AND VERSIONS M-Files is the on...
1     OVERVIEW Use of Microsoft Access Database Engine Redistributables is not recommended with M-Files (i.e. importing value lists or objet types from an Excel file). These redistributables are typically used to transfer data to or from Microsoft Access...
1     OVERVIEW When using Microsoft SQL Server as the Database Engine the basic setup is that you have one M-Files Application Server and one instance of Microsoft SQL Server as a database. Administrator credentials are configured manually and by default...
Using a custom placeholder in metadata card configuration rules consists of two steps: * Define a custom placeholder. * Assign the placeholder's value as a dynamic value for some property. The image below illustrates an example configuration where:...
STEPS TO REPRODUCE: 1. Creation of separate assignments as part of one workflow step (E.g. In Progress) 2. Assigning separate assignments to one specific responsible user as part of the workflow step 3. Transition into another workflow step (E.g. Ready...
1     OVERVIEW This document describes technical issue regarding a user not receiving assignment notifications from M-Files Server. 2     IMPACTED PRODUCTS AND VERSIONS All supported versions of M-Files. 3     SYMPTOMS When sending an assignment no...
1     OVERVIEW A common misconception with the automatic refresh of external value lists and object types is that they are refreshed once every 15 minutes (quick refresh interval). While the quick refresh interval is set to 15 minutes, the automatic refr...
With regards to opening a vault when Windows opens, there is no configuration on M-Files to do this. However there is a trick to do this inside Windows under the Startup, depending on the version of Windows. 1. Go to Start > Run > and type "shell:startu...
Vault index data is redundant data, it is not absolutely necessary to back it up as it can be rebuilt. However, especially in large vaults, loss of index data will result in a demanding indexing operation, during which full text searches from the data (me...
Version 1.0 | Last Updated 5 March 2019 1     OVERVIEW / WORK NOTES This issue occurs when the Print and Download Prevention Manager is enabled and you try to view a file that is larger than 10.5 MB. What is attempting to be done is the file is being c...
In some cases it would be handy if you could change the "Assigned To" property of an assignment to someone else, but trying this gives you an error. Changing an assignment's "Assigned To" property requires "Full control of vault" permissions. Unfortunat...
We haven't made any changes to the module since 2015, except bug fixes. Here are the following bug fixes: #135077: MFWA: "You do not have permission to view this directory or page" when refreshing report #134686: Nothing happens when attaching report ...
Problem: Changing the user account or username to new login account with compliance kit or QMS creates an error stating "This operation is not allowed when the electronic signature and Compliance module mode is active." Similar error message can occur i...
If you want to use your own icons for your workflow states, it is quite easy, but first you need to know where it's done. The short answer is: in M-Files Admin tool. The longer and more accurate answer is: * Open M-Files Admin tool * Open [Vault N...
1     INFORMATION Quite often, we are asked if the "Check-In Immediately" checkbox at the bottom of the New Document metadata card is available to be selected by default. Unfortunately, this feature does not exist today. 2     FEATURE ENHANCEMENT Our ...
1. OVERVIEW This document describes issues presented after Chronoscan Application is automatically updated. 2. IMPACTED PRODUCTS AND VERSIONS M-Files is only impacted by the use of the Chonoscan Application. M-File tools work as expected. Chronoscan app...
 1 OVERVIEW Some cloud customers have reported cloud vault connection issues after the May 19th cloud vault update (version 19.5.7811.7.) This is a sample error message: CoShellFolder.cpp, 1005, The parameter is incorrect. (CRemoteSettingsManager is...
Enabling _Developer Options_ on your Android device gives you a few more advanced settings. Other than making these additional settings visible, it will not make any changes to your device. _STEP 1:_ Visit your device's _Settings_ app and select _About_...
Starting with Windows Server 2008 and Windows Vista with Service Pack 1 (SP1), Windows Error Reporting (WER) can be configured so that full user-mode dumps are collected and stored locally after a user-mode application crashes. Applications that do their ...
When using the Compare function in the M-Files ribbon inside Word, and you select the older document you want to revise, Word should display your current document and the older document on the right-hand side. https://www.m-files.com/user-guide/2018/eng...
M-Files 2018 was made publicly available on December 13, 2017. It featured the new Intelligent Metadata Layer (IML) to provide a unified and simple interface that enables users to quickly access documents and other information regardless of the system in ...
The Compliance Kit license could go invalid for one of the following reasons, but it will not actually check to make sure the M-Files Compliance Kit license is valid until a server or vault restart. This can make it so that it will be several months befor...
1     IMPACTED PRODUCTS AND VERSIONS M-Files version 11.3.x.254 and older. Issue does not occur in M-Files 12.0 and newer. 2     SYMPTOMS When attempting to install a vault application, an error is seen stating: Could not load file or assembly
This is a quick notice of Compliance Kit versions and what version M-Files it belongs to. Below is a summary of the version compatibilities for M-Files Server 2018 M-FILES SERVER COMPLIANCE KIT 12.0.6400.37 2.4.675.50 (CK 2015.3) * 12.0.6550.8 ...
The following is supplemental knowledge in addition to the details provided in the 2018 user guide with regard to mail sources: https://www.m-files.com/user-guide/latest/eng/Connections_to_external_sources_Mail_sources.html Q: If the user chooses to rea...
If there is a need to figure out why a certain program or a process crashes, you can use a utility called PROCDUMP. It is a command line debugger tool, which will dump the in-memory contents of the process of an application into a .dmp (dump) file. Dumps ...
WHAT IS A DUMP AND HOW IS IT USEFUL? A dump is a snapshot of an application at the point in time the dump is taken. It shows what was being executed, which modules are loaded, and if saved with a heap, contains a snapshot of what was in the application's...
1     OVERVIEW In our user guide [https://m-files.com/user-guide/latest/eng/document_collections.html], the steps indicated to create a Document Collection state to click on the Create button at the top and select Document Collection. By default, this op...
If you use the "Event subscriptions" Event "Document or object matches the conditions of the filter" when creating a custom notification in M-Files Client side, note that only the Digest Message delivery actually works with this selection. You are actua...
1     OVERVIEW / WORK NOTES This error can occur either in the M-Files Desktop UI or be put into the Windows Event Viewer. This error can occur whenever a date is outside of the range of what M-Files can display. Generally years less than 1,000 or years ...
If you encounter a problem in which the date format is not being observed in a concatenated property, here's what you can try: - Go to Settings > Time & Language > Change date and time formats. Make sure that "Short date" field has the desired format ...
The M-Files properties "Time" and "Timestamp" work differently. The M-Files server is operating in UTC time. And the Time zone of the Client PC is affecting how the timestamps are visible in the metadata card. If the Time zone in PC is UTC+2 and in th...
_EDIT: Since this KB article was published, there has been an update in the M-Files User Guide that represents new settings available in later versions. For more information, see here: https://m-files.com/user-guide/latest/eng/configuring_automatic_update...
1     OVERVIEW QUESTION Is there a way to fully disable multi-file documents (MFD) in the platform? 2     ANSWER At the time of version 19.6, there is no way to disable multi-file documents in the platform. There is a feature enhancement request under...
When you import objects from an external database, the ID on the object's metadata card displays the ID given to the objects by the external database. However, M-Files also assigns an internal ID to the external objects, just like it does for objects that...
If you run into a situation where you create an instance of a template from M-Files, fill out the metadata card, and then the Office Application such as Word or Excel opens up with the fields empty, chances are the MFstatus.exe is not running or respondin...
Scenario: Event Viewer shows the following errors when you start the vault/bring the vault online: Error 1: The vault application is not running. Check for errors in the event log around the time the vault was last brought online. For more information...
OVERVIEW M-Files 2018 prohibits the use of DTD references in XML when importing files from an external file source and reading metadata from an accompanying XML file. IMPACTED PRODUCTS AND VERSIONS M-Files version 2018 onwards. SYMPTOMS When import...
1 OVERVIEW When trying to destroy object, you may get the following kind of error message: _Error 2601, Level 14, State 1, Procedure -, Line 1, Message: Cannot insert duplicate key row in object 'dbo.OBJECTTnnnIS' _ _with unique index 'IX_OTnnnIS_EXTID...
1     OVERVIEW / WORK NOTES When trying to add or update an Object that utilizes a Connection to External Database and it throws an error similar to: MPropertyPage2.cpp, 102, Duplicate property definition. (0x80040013) MPropertySheet2.cpp, 143, Dupli...
1      OVERVIEW The received email date and time shown in M-Files preview can differ from the ones used in the email and metadata. 2      CAUSE AND REASON Before the email is shown in M-Files preview it is converted to PDF format using a third-party P...
In M-Files 2018 and Online October '18 releases (version 18.10.6895.5) a new feature was introduced: Zoom and Rotate toolbar in Preview tab. The release notes (e.g. https://www.m-files.com/en/release-notes-2018 [https://www.m-files.com/en/release-notes-20...
When migrating an M-Files vault from Firebird to SQL, the below error may be encountered: _Status: Failed. Error: Migrating document vault "[vault name]" failed._ _Copying of database table "TRANSLATION_TID3_OT0_IW" failed._ _Unspecified error. (Uns...
Applies to: M-Files 2018 (12.0.6400.37), M-Files 2018 SR1 (12.0.6550.8). This bug has been fixed in M-Files 12.0.6554.0. Configuring a document vault connection or logging in to the vault may fail with the error "A security package specific error occurr...
1     SYMPTOMS When trying to launch M-Files, similar error messages are displayed: _CustomControlSite.cpp, 1051, 'jQuery' is undefined (0x80040008)_ _ Home Screen: jquery.placeholder.js, 16, 'jQuery' is undefined (0x80040008)_ _ MErrorHelper.cpp, 2395...
1     OVERVIEW / WORK NOTES It is usually a good idea to exclude the MFClient.exe process from any real-time scanning on the client computers. Excluding the MFClient.exe process from real-time scanning can help improve performance by preventing the virus...
In case you have issues when refreshing external object types, you can enable logging for external object types to get more information about the problem. This can be done with the following server-side registy keys: LOGGING CAN BE CONFIGURED (ON/OFF) B...
This article focuses on SQL. When connecting to an external SQL source to get Object Types, you need to specify the log-on credentials. Please refer to the M-Files User Guide: https://www.m-files.com/user-guide/latest/eng/Connection_to_external_database...
1     OVERVIEW / WORK NOTES Using data from a SQL database that contains Chinese characters as source for an M-Files object or a value list can cause issues with the data being formatted as question marks instead of the actual string values. Even the cas...
Problem: After updating the M-Files client software to version 2018 or higher from 2015.3 or lower, the only properties available in the Advanced Search drop down are "Checked Out" and "Checked Out To". Resolution: The cache from the M-Files Client need...
FIREWALL SETTINGS FOR M-FILES SERVERS ►Incoming TCP/IP traffic from Client computers to port 2266 should be allowed - Only applicable when using standard TCP/IP protocol - For RPC over HTTPS allow incoming traffic to port 443 ►HTTP-traffic to port...
It is normal in M-Files operations that the IDs of the vault events or objects within an object type are not continuous. During M-Files operations, object IDs and event IDs etc. other ID values are reserved at the time such object or event is being create...
A small, but an often forgotten tip on using the Help in M-Files products: press F1 when you are in a situation where you need help and the M-Files User Guide is opened to that function of M-Files. For example, if you press F1 while creating a view, your ...
1     SYMPTOM An error message is displayed when using M-Files Web Access: > Error: Exception in observer: TypeError: W.GetIdAsStringForRequest > is not a function > > Continue? 2     SOLUTION This problem is related to an M-Files Server upgrade an...
OVERVIEW If you are using SQL Server as M-Files database backend the SQL Server Query Store feature can be used to get an insight on query performance of the vault database. It continuously collects and presents detailed historic information about all qu...
1     OVERVIEW M-Files support may require an event viewer log for investigating M-Files related issues in many cases. M-Files stores detailed logs for different M-Files events in Windows Event Viewer Log. These logs can be helpful while investigating an...
You can use an UI Extensibility Framework application to control which built-in commands are visible in the UI and which ones are hidden. Use the ready-made "Customized Commands Demonstration" demo application as a starting point: http://www.m-files.com/...
1     OVERVIEW You can use so-called pseudo-users, or users from metadata, when defining permissions directly for an object or for automatic permissions or named access control lists. By default, the number of indirection levels for pseudo users is two...
1     OVERVIEW The history dialog can have additional columns. Some users know how to add/remove those, and they are user specific. Same way as other views in M-Files the history view can be set to have different defaults for all users. 2     SOLUTION ...
You will need some scripting to get the date when the document was created in M-Files. * Make a new property of data type "Date" * In property definition, open "Automatic Values" * Calculated value (VBScript)" add the following script: Option Exp...
By default the metadata card only shows two decimals for real numbers. This default limit comes from Windows' Regional settings. To display more decimals on real numbers, go to Windows Control Panel > Region > Additional Settings, and adjust the "No. of d...
If you have automatic state transitions back and forth then M-Files sees that there is a possibility to create infinite loop and does not allow to save the workflow. You see an error message: "The automatic state transitions of this workflow can lead into...
1      OVERVIEW The previewer software used in M-Files desktop client, can be changed from using the M-Files default (PDF-Xchange) to the Windows default previewer. This change might be needed if documents include elements that are not fully supported wi...
By default, M-Files stores 10,000 events in the inventory transaction log. When the maximum size is reached, M-Files will automatically remove events from the earliest time. However, if the Electronic Signatures module is in use and the Advanced Event Log...
You can try increasing the default values of the following registry settings on the server if you are having timeout errors with your scripts Default value Registry Key HKEY_LOCAL_MACHINESOFTWAREMotiveM-FilesServerMFServer Value ...
1      OVERVIEW When doing a quick search in M-Files using the default search engine (DtSearch), the search might not give any results if the used search term(s) consists only of "common" words. 2      CAUSE AND REASON Common words such as "the" and "...
1. OVERVIEW In case you have issues related to indexing, indexing and indexing manager logs provides more information about the issue. Please send those logs to M-Files Support for further investigation. 2. SOLUTION Logging can be enabled with followi...
1 OVERVIEW In case you have issues with 'Optimize Database (Thorough)', there are specific logs that can be enabled to provide more information about the issue. Please send those logs to M-Files Support for further investigation. 2 SOLUTION You can en...
1     OVERVIEW In some cases, M-Files support may ask client to send a metadata backup for investigating critical issues. This document describes the process for creating metadata backup for M-Files vault. 2     IMPACTED PRODUCTS AND VERSIONS For MS S...
To build an advanced search or a view that uses a date range on a given date property's value as a filter, you need to add two instances of the date property as filters. One instance will specify the start of the date range and the other instance will spe...
1     OVERVIEW Disabling notifications in a document vault is a frequently asked feature. It is also a feature we are working to develop in M-Files. This article describes the methods of disabling the different kinds of notifications in M-Files. This a...
Our download pages were changed a bit after the release of M-Files Online in August 2018. Here's how to download updates from the new pages. M-FILES CLOUD VAULT SUBSCRIPTION Login to the Subscription Management Portal with admin credentials (https://ma...
M-Files provides the option to allow/disallow use of properties, objects, and classes as grouping levels. This allows Admins to better tailor the views and grouping level options that users can access. If you would like to create a View with a Grouping ...
There is a feature to pop up the metadata card of an object, and have it updated when another object in listing view is selected. You can pop up the metadata card with ALT-ENTER or by right-clicking an object and choosing "Properties". This feature is p...
SYMPTOMS: IF YOU ARE RUNNING THE 64-BIT VERSION OF WINDOWS 7 (OR VISTA), YOU MAY FIND THAT YOUR PDF FILES DO NOT PREVIEW IN WINDOWS EXPLORER OR AT M-FILES PREVIEW WINDOW, AS THEY DO IN THE 32-BIT VERSIONS. INSTEAD, ALL YOU SEE IS A MESSAGE STATING THAT T...
In the latest versions of M-files 2018 Desktop, there is an issue in media file preview; video files, such as .mp4 ori .avi files, play not play correctly in the preview window. This issue can be fixed by setting Windows Media player as the Windows defa...
1     OVERVIEW Google Chrome is the preferred browser for using M-Files Web as it offers the ability to use M-Files for Chrome extension with full features capability like M-Files Desktop client. Investigating issue related to M-Files Web (MFWA) and M-Fi...
1     OVERVIEW This document covers how to get an object count in a vault with the use of the Admin Tool. Keep in mind that for enterprise level vaults, this is NOT RECOMMENDED as this will tax performance of the database. 2     STEPS * Open Admin t...
If you use an Employee object type to hold more metadata about your employees than what is available via the vault users and login accounts, you can fetch metadata for the Employee objects from Active Directory via the "Connection to External Database" ta...
The following error might be triggered when the user trying to import more than 1000 users from active directory to M-Files. Error: CoSnapInComponent.cpp, 815, Failure in retrieving the members of the group "XXXXXMfiles.XXXXX.ReadAccess [XXXXXMfiles.X...
Though SharePoint does not accept URLs that start with m-files:// as clickable hyperlinks, you can still enter clickable M-Files links to your SharePoint pages by using the M-Files URL Opener service. This service is hosted on the public Internet and can ...
The user guide has a chapter about installing a vault application, please see: https://www.m-files.com/user-guide/latest/eng/Applications.html?hl=install [https://www.m-files.com/user-guide/latest/eng/Applications.html?hl=install] Installing an update t...
M-Files URL properties document (https://kb.cloudvault.m-files.com/Default.aspx?#3ECA226F-7B54-428B-B539-DE443E6134EC/object/BE2AA2E4-8B75-43DF-8E31-C045A31938B0/latest [https://kb.cloudvault.m-files.com/Default.aspx?#3ECA226F-7B54-428B-B539-DE443E6134EC/...
The Date and number formats that are visible in M-Files UI are following the formatting set in Windows Regional settings on Current user or System account. Current user regional settings can be managed from Control Panel -> Clock, Language, and Region -> ...
Two grouping functions (InitialGroup() and FirstLetters()) were discarded from the view grouping level UI around the build 12.0.6678.0 because those functions could degrade the performance in some cases. Views that were built before and include one of tho...
There is a registry setting available to disable the ID number from the file name when it is being copied from M-Files to file system. Please take note, that it might cause serious problems if the ID is removed and the files are then imported back to va...
OVERVIEW A sample vault that comes with M-Files Server installation is a suitable playground for testing purposes. If the sample vault gets in the condition that you would like to start over, there is a fresh version of it in original condition available...
1     OVERVIEW When using the 'Share Public Link' functionality within M-Files, vault administrators may need to keep track of which documents are currently being shared or have previously been shared with external parties. The following information will...
1     OVERVIEW With non-built-in object types, the default icon for class objects is the icon that has been set as the object type's icon. This icon can be changed to make it easier to differentiate between classes of the same object type and to further ...
1     OVERVIEW It is possible to set new icons for workflows. These icons replace the default ones and show up on the metadata card workflow area. Custom icons can clear up the workflow process for the user and make it easier to differentiate between dif...
If you delete an object in M-Files, it can be restored (unless it has been destroyed). But if you have deleted a traditional folder, the process for restoring the folder is different. If you want to restore only the traditional folders, it must be done ...
You can use the following command to uninstall any currently installed version of M-Files via the command prompt without having the corresponding version's msi package available: wmic product where "name like '%%M-Files%%'" uninstall /nointeractive
By default custom rules gives string type of proposals in M-Files Text Analytics. For dates this can be changed by adding configuration property like the following: "normalizeAs": "Date(fi-FI;d.M.yyyy)", If the string to be normalized already happens ...
Sometimes setting up IIS for M-Files Web or RPC over HTTPS connections causes issues whose root causes are not obvious. In these cases you can enable IIS Failed Request Tracing to get more details about what might be causing the problem. Before you star...
This knowledgebase article describes how to establish a connection between M-Files to an Oracle database. First, install Oracle's database drivers on the M-Files server computer. NOTE: M-FILES SERVER SERVICE MUST BE OFFLINE DURING THE DRIVER INSTALLATIO...
Placing various M-Files URL placeholders in workflow notifications results in the links being displayed as plain text in the notification message. Only the "M-Files hyperlink (HTML)" placeholder %HYPERLINKFRAGMENTHTML% and "M-Files Web URL" placeholder %W...
MFAutonomyConsole is a command line tool for making queries directly into the IDOL. It can give you status information about every engine as well as you can make searches directly to IDOL. That way you can rule off the influence of the M-Files. For exampl...
Sometimes, for example for increasing the server performance it is necessary to move IDOL index to another server. Usually there is no option for re-indexing (which can take weeks). One alternative option is to move the index files to the new server. Th...
When testing different IDOL setups there might become a situation, where multiple testing setups including registry settings and IDOL indexes have been created. As time passes, the configuration file will be bloated by deprecated index configurations and ...
NOTE: IDOL installation and configuration is currently a complex setup and it is generally suggested to have the assistance of M-Files or other skilled staff in setting it up and configuration. IDOL FAQ'S Q: What's the difference between the regular M...
IMPORT OF REPLICATION FAILS INSTANTLY BECAUSE OF MALFORMED INDEX.XML VERSION 1.0 | LAST UPDATED 5 MARCH 2019 1     OVERVIEW / WORK NOTES A one time import of a replication package fails instantly. The index.xml file is 5 MB big. This is much too big ...
1     OVERVIEW Working with large files and having them searchable by content may be not working with the default settings. Use case: Add a large file, for example file(s) of over 400 MB, into M-Files. The files are created in M-Files with no issues. A...
The process of indexing metadata and file data of vault objects can be very memory intensive and can take an extended amount of time. It is not recommended to start a "Rebuild Full-Text Search Index" task during working hours. Small vaults can be indexed ...
Will I be able to run M-Files (x86/x64) on a Personal Computer with a Windows 10 S OS? Windows 10 S is designed to run on low spec, educational PCs and what differs most from Home or Pro is that apps that are not currently available in the Windows Store...
In many - if not most - cases, when a disaster happens, it happens suddenly and unexpectedly, like a hard drive failure. Or someone might accidentally delete something that is not supposed to be deleted. However, there is a far less common, but very disas...
PROBLEM DESCRIPTION There is a database level restriction of how many characters notification messages can have. You will notice this limitation when inserting notification message contents in workflow state. The input field will not allow a message ex...
M-Files 2015.3 introduced the ability to lock M-Files Mobile Apps (Android and iOS) with a personal PIN code. A fingerprint can be used if the device supports fingerprint identification. In this case, a PIN code is still required as a backup measure. This...
Features that are introduced in 2018 but will not function in 2015 server (not guaranteed to be full extensive list) -Pinning documents -IML (both external repository connections and AI powered information management) -Metadata configuration handled...
1 OVERVIEW If your operating system of the server is Windows Server 2012, M-Files Admin tool crashes when trying to use Configurations (Vault-> Configurations). M-Files Admin requires Internet Explorer version 11 to work properly and IE 11 is not availa...
1     OVERVIEW M-Files has built-in shortcuts that are listed in the user guide here: Keyboard Shortcuts in M-Files Desktop [https://www.m-files.com/user-guide/latest/eng/Shortcuts.html]. It is not possible to customize these shortcuts in M-Files, but yo...
Some customers reported the issue with M-Files co-authoring using OneDrive. The following warning is shown after trying to use "Share via OneDrive" and "Begin co-authoring in OneDrive" functions "This API is no longer supported. Please see https://aka...
Issue: There have been reported connection issues with errors when accessing M-Files after upgrading the M-Files Desktop Client to version 19.5.7811.7 Observerd Error Code: "CoApplication.cpp, 1223, The parameter is incorrect. (CRemoteSettingsManager is...
1     OVERVIEW This article is meant for M-Files Administrators. This explains one specific Dynamics 365 feature in depth: Discovery Service. If the Discovery Service (and user account) part in the M-Files Dynamics integration is misconfigured it may lea...
M-Files normally operates on object IDs (for which there are three types: Internal, External and Original). However, in certain situations, mostly in verify and repair reports or some error messages, a file id or file version may be seen. It is important ...
There are instances where M-Files Online will not upgrade. The system may even display alerts in the bottom right hand of the screen saying a new version has been downloaded and installed, but the version never increments. This only seems to effect system...
Since Office 2013/2016 and up, Outlook add-ins with load time over 1000ms tend to be automatically disabled. Microsoft explains that this has been implemented to speed up the performance of Outlook / Office products. The problem has been reported by m...
The M-Files Outlook add-on is part of the M-Files integration into the MS Office suite of products. It provides a ribbon along the top of the software that has M-Files actions such as "Save to M-Files" and "Save Attachments to M-Files". This add-on is ins...
Sometimes, the M-Files Reporting reports' "Update Report" button is not functioning. The solution to this kind of case to try to setting the Windows display scaling back to 100%. (In Windows 10: Settings -> System -> Display -> Scale and layout -> Cha...
1     OVERVIEW Sometimes when using some mail clients, such as Thunderbird, as the default e-mail client, it is not used when sending links or copies of objects from M-Files by e-mail. M-Files tries to use Outlook (Express) if the program is available wh...
1. OVERVIEW This document describes the denial of Vault access due to SQL password expiration. 2. IMPACTED PRODUCTS AND VERSIONS All M-Files versions. 3. SYMPTOMS Constant spinning within M-Files Admin for 30secs-1min until user receives a "Passwor...
In some rare occasions, the M-Files UI does not load when starting M-Files. Starting M-Files just opens the M-Files views in Windows Explorer as folders. We already have an internal bug report (ID 142426) about this. If you face this issue, please try fol...
OVERVIEW This document describes technical details of M-Files user password complexity. IMPACTED PRODUCTS AND VERSIONS M-Files version 10.0 and later. DIFFERENT USERS M-Files allows to use two different kind of users. The user can be an M-Files int...
1     OVERVIEW / WORK NOTES The following are the max character field sizes for the various property definition data types. 2     INFORMATION DATA TYPE MAXIMUM NUMBER OF CHARACTERS Single line text 100 Multi-line text 10,000 Object ID (top...
It may come to a misunderstanding with newly released M-Files updates. From the filename description, it may appear that '"EV" in the filename stands for "Evaluation" and that the newest release is for testing purposes. (i.e M-Files_Online_x64_ara_18_...
Starting from M-Files 2018, the ribbon at the top of the metadata card does not change its color when an object is being edited. If you want to restore the orange color (or any color of your choice) to the ribbon when the metadata card is being edited, ...
APPLIES TO: * M-Files 8 and above ADDITIONAL INFORMATION: If the metadata extended permissions are set on for the vault (see the properties of the Vault), you cannot set automatic permissions that are based on choice "Current User". In automatic pe...
1     OVERVIEW A file with extension .MFL is created instead of .MFLINK when invoking the "Send Link by E-Mail" function under the "Sharing, E-mail and PDF" context menu item. 2     IMPACTED PRODUCTS AND VERSIONS M-Files versions earlier than 11.3.433...
1     OVERVIEW / WORK NOTES AutoSave is a new feature available in Excel, Word, and PowerPoint for Office 365 subscribers that saves your file automatically, every few seconds, as you work. When a document in an M-Files vault is opened for editing, this ...
It has been observed that some parts of M-Files user interface are not shown optimally on Microsoft Surface devices with high resolution displays or an additional high resolution display connected to it as an external display. This problem is encountered ...
1     OVERVIEW / WORK NOTES As informed in other support articles and M-Files documentation, the M-Filed default Firebird database engine is only intended for small vaults (metadata size of about 1 GB) and for larger vaults the database engine that M-Fil...
Here's an outline for a procedure to move the whole M-Files installation to a new server: 1. Take backups of the master database and document vaults. 2. Shut down the M-Files Server services on the current server computer to prevent users from accessi...
Many features in M-Files Admin show data in a listing format, such as Users, User groups, Event Log etc. Columns can be hidden from view and this can lead to confusion when viewing a particular feature and not finding the expected columns. Columns are n...
Version 1.0 | Last Updated 5 March 2019 1     OVERVIEW / WORK NOTES This issue only effects the following setup: * SQL Server database used as the M-Files backend * Files stored outside the database in the File Data Location The symptoms of this...
Microsoft Word has a feature that can be confusing if it is used without realizing it: hiding whitespace. Hiding the whitespace in a Word document hides headers and footers in a document. If that document is saved to an M-Files document vault, the previ...
1.    INTRODUCTION This document will describe how multi-factor authentication can be used with the M-Files system. Multi-factor authentication is using two or more factors to authenticate a user. This can be in the form of two separate passwords, an ema...
1     OVERVIEW There is a common problem that can occur when accessing network folder via M-Files even though the same folder can be accessed by the same user via Explorer. One of the reasons why this could happen is that the end user doesn't have "Log o...
OVERVIEW If you are experiencing slowness while using M-Files Desktop, like slow metadata card loading or even getting timeout errors, there could be several reasons for this, but among the first things to check is the network connection quality between ...
1     OVERVIEW / WORK NOTES When trying to make a change in M-Files to a class, property, etc. it throws an exception like: MPropertyPage2.cpp, 102, Cannot change the unmodifiable parts of a property definition. (0x8004002F) MPropertySheet2.cpp, 143,...
By default, 500 objects are shown in the single page. This can be changed with the following client-side registry key: _Key: HKEY_CURRENT_USERSOFTWAREMotiveM-Files[Version]ClientMFShell[VaultName]_ _Value name: ObjectsPerGroupInViews_ _Value type: REG_D...
When scanning a document from a scanner or simply dragging and dropping to the vault as a TIFF file, the conversion to a searchable PDF occurs only when the 2 conditions have been met. * OCR is enabled in your license. This would be listed under the A...
1     OVERVIEW Preview for Office documents (e.g. MS Word, Excel, PowerPoint etc.) in M-Files Desktop client views always uses Windows previewer as default, as it more efficient than using M-Files own preview handler. Sometimes you can face trouble when ...
1     OVERVIEW This document describes how you can improve M-Files View Performance. 2     IMPACTED PRODUCTS AND VERSIONS All supported M-Files versions 3     SYMPTOMS M-Files views can become slow; here are some tips on how you can attempt improve...
_WHAT IS HAPPENING?_ When opening Outlook the following error message is shown: CoMSOutlookApplicationEventSink.cpp, 497, Unspecified error. (The Outlook data file (.pst) failed to load for this session.) (0x80004005) MSOutlookApplication.cpp, 1221, Un...
OUTLOOK PLUGIN CRASHES OR SLOW PERFORMANCE   Version 1.0 | Last Updated June 28, 2019 1     OVERVIEW M-Files Office plugin may cause slowness and possible crashes with Outlook or some other Microsoft Office products. 2     SOLUTION / WORKAROUND The...
OVERVIEW The purpose of this article is to resolve issues on pdf files not showing as expected while converted from Excel in M-Files. IMPACTED PRODUCTS AND VERSIONS M-Files version 2015 and later. SYMPTOMS Converting an Excel file to PDF using M-Fi...
SUMMARY M-Files integrates with AutoCAD and AutoCAD LT. If the version of M-Files that you have installed was released prior to the release of the AutoCAD LT version that you have installed, you may receive the following error message when starting AutoC...
Starting from M-Files 2015.1, M-Files server clears the "Assigned to" property from assignments that were created in a workflow when the workflow state changes. To prevent M-Files server from removing the "Assigned to" value, add the following script to t...
1. OVERVIEW When configuring the Metadata Card, the Property Filter will show built-in Properties from the drop-down list. When you want to use a custom/created Property, you'll need to type it out. 2. IMPACTED PRODUCTS AND VERSIONS All M-Files versio...
In M-Files Views, for example, you can define property search conditions. If you want to set a certain property value as search term, you may see in the drop down list two types of items: normal properties and ones with a text (any property). What doe...
In the unfortunate situation you happen to encounter an error in M-Files, you can usually find a button labeled 'Details' in the error dialogue. The extra error data found when clicking the button is called an "error stack", which is very useful for M-Fil...
1     OVERVIEW This is just to illustrate the purpose of the temp folder that exists in the Filedata folder. 2     EXPLANATION The filedata temporary folder is used to temporarily to store files, if for example a client requests the server to download...
Version 1.0 | Last Updated 5 March 2019 1     OVERVIEW / WORK NOTES You must be using dtSearch for this to apply. Set up a new folder for indexes such as C:M-Files Indices. FILEDATA Registry path M-Files 2015.2 or newer: HKLMSOFTWAREMotiveM-Fil...
1     OVERVIEW / WORK NOTES When trying to access an object or affected features in M-Files it will throw an error similar to: CoSnapInComponent.cpp, 814, Registry key is missing. The key is: HKEY_LOCAL_MACHINESOFTWAREMotiveM-Files19.3.7499.3. (0x80043...
1     OVERVIEW The following are steps on how to remove files out of a multi-file document. 2     STEPS * First, check out the multi file document. * At this state, drag and drop the files you want to remove from the multi-file document into the d...
1. OVERVIEW Reset Windows10 Default Apps 2. IMPACTED PRODUCTS AND VERSIONS All M-Files versions. 3. SYMPTOMS Customers are unable to Check-Out documents within M-Files. Error, "Windows cannot access the specified device, path, or file. You may not hav...
1. OVERVIEW When a built-in View is deleted in error, there is a solution to restore it. 2. IMPACTED PRODUCTS AND VERSIONS All M-Files versions. 3. SYMPTOMS 1. Built-in View isn't accessible to anyone. If the taskbar shortcut is active, an error may b...
PROBLEM DESCRIPTION: When saving an email from Outlook to M-Files either through the M-Files folder in Outlook or from M-Files ribbon, user encounters error message: "SaveToMFilesThread.cpp, 181, Error loading type library/DLL. (0x80029C4A)" Cause: ...
If you experience an error stating "Conversion to searchable PDF failed. The input file could not be loaded, possibly due to a wrong format." whether this happens in the client side or on an automated operation such as a file scan, the most common resolut...
OVERVIEW This article talks about a problem in which customers tries to open M-Files Web in Google Chrome, login, select their vault and get redirected back to login page once again, not being able to login until cache is cleared. IMPACTED PRODUCTS AND...
1     OVERVIEW How to set values workflow and state with metadata card configuration to the metadata card. 2     SUPPORTED VERSIONS M-Files versions supporting Metadata card configuration feature (2015.1->). The syntax in metadata card configuration i...
1. OVERVIEW You can set M-Files to automatically log users out of vaults by using a registry setting. This is useful when you have concurrent licenses in use and want to release them automatically. 2. SOLUTION _NOTE: This setting will not log out user...
* Open M-Files Admin. * Expand the server node in the left-side tree view. * Expand the _Document Vaults _ * Right-click the vault of your choice and select PROPERTIES. * Open the _Advanced _ * Click the DEFINE… button under the _Use Microsoft...
M-Files' SharePoint Online and OneDrive for Business connectors do not currently support SharePoint's modern authentication. If your SharePoint Online tenant uses modern authentication, then you need to specifically allow applications to connect without m...
Setting up the preview pane to always show at the bottom of the client on a system can be accomplished by setting the following configuration in Named Value Manager. Be cautious as this will lead to some visual metadata card configurations from loading pr...
M-Files first checks if the file can be found from client's cache at the user's computer: If it is not found, M-Files Server will then generate a PDF preview of the document as a one-time operation for the first time. Subsequent previews will render faste...
 *** THE UPDATE TO FIX THE WINDOWS 10 CREATORS UPDATE M-FILES MENU AND DRIVER SIGNING ISSUE IS AVAILABLE, SEE BELOW *** BACKGROUND Microsoft released Windows 10 Creators update 1703 for general availability on April 11th, 2017 for manual installation v...
1     OVERVIEW The following information is a brief summary of what services in Windows would need to be stopped to properly bring M-Files Server offline. Note that when bringing the server offline, all vaults attached to this server will be inaccessible...
Note: This example is only useful for vaults that use SQL for their database and where the the file data for the vault is stored outside of the database itself. This is useful if, for example, you have a virus scanner that detects a virus in one of the ...
Many times customers have questions about what is actually going on when the Optimize Database job is run. Since some of the screens flash up so quickly they can't be read, here is a listing of exactly what is performed for each step during the Optimize D...
If you are experiencing issues with being stuck in Offline mode when logging in but the vault connection tests are successful from the document vault connection settings, following the steps below can help to resolve the issue. In this situation, the fa...
APPLIES TO: * M-Files 9, 10, 2015, 2015.1   SYMPTOMS: Often users tend to do fast full text searches with operators '+' or '-', and expect that if they use '-' the results do not contain the words excluded from search. However, as there are legima...
1. OVERVIEW This document describes a useful tool called, Step Recorder, for troubleshooting issues. 2. IMPACTED PRODUCTS AND VERSIONS Works for all M-Files versions. Applies to Windows 7, 8.1, and 10. 3. DESCRIPTION *Recorder (called Problems Steps...
Here is a useful tip that was originally posted in the M-Files community: https://community.m-files.com/index.php?topic=4636.0 [https://community.m-files.com/index.php?topic=4636.0] It gives useful tips on how to find the total amount of documents (or...
When copying, moving or backing up a vault, this error might be encountered in rare instances. To troubleshoot this problem, please check the antivirus software's quarantine storage for these files. In general, you should set the antivirus software of t...
Situation: If the anti-virus software protection in use has not been excluded from M-Files, The error message below may be triggered and M-Files add-ins may be disabled. This can cause performance issues in M-Files Server and M-Files Server administrato...
1. OVERVIEW  Applications that have separate licenses (such as Compliance kit) must have a license matching the server license. In some (rare) cases there are problems installing the license or that it is marked invalid after a period. 2. SOLUTION  If...
If you have mail notifications enabled, M-Files server sends assignment notifications using assignment owner's email address by default. Some SMTP mail servers (Office 365 mail servers for example) are configured not to accept connections where the sender...
Version 1.0 | Last Updated 5 March 2019 1     OVERVIEW / WORK NOTES Symptoms * Unable to delete object type from M-Files Admin even though objects of this type cannot be found in the vault * Present or past connect to external database * Refere...
While deleting a project that contain documents in it, Event Log in M-Files Admin only registers the deletion of the project object but not its associated documents. This should be logged for auditing purposes. Improvement ID 149149 has been opened for ...
* Overview /Work Notes M-Files Web, receive error message attempting to view PDF in IE browser. "PDF document viewing is not currently supported by the Mobile viewer" * Solution /Workaround With touch enabled devices, the preview is handled by th...
* Overview /Work Notes M-Files Web, receive error message attempting to view PDF in IE browser. "PDF document viewing is not currently supported by the Mobile viewer" * Solution /Workaround With touch enabled devices, the preview is handled by ...
When exporting a reporting data set from M-Files, you may get an "Unspecified error". The full error stack (which is recorded in the M-Files server's Windows Event Viewer > Application log) looks like this: > M-Files 2018 > > Reporting and Data Export...
1     OVERVIEW Sometimes M-Files support personal might ask you to collect Microsoft Network Monitor (Netmon) log which is often required for troubleshooting network or communication related issue. Get the Microsoft Network Monitor from https://blogs.t...
You can configure one M-Files Web proxy to relay traffic to several M-Files application servers instead of installing a separate proxy server for each application server. As a starting point, follow this document to install the proxy server: https://kb...
When something doesn't quite work the way it should on a computer, Process Monitor (a.k.a ProcMon) can be a valuable tool to investigate the root cause of the problem. ProcMon is a tool that is named after what it literally does; it monitors processes on ...
1     OVERVIEW When monitoring assignments within your vault, you may want to create views which group assignments by users (i.e. group by 'Assigned to'). This document will not only provide steps for creating a view which achieves this, but it will also...
There is an option in Object Type properties that says "Objects of this type can have files". This option enables users to drag and drop files on top of non-document objects, attaching the files directly to the object, instead of storing them as independe...
Customer's license works with M-Files major releases (e.g. 11.0, 12.0) and minor releases (e.g. 11.3, 10.2) that has been released during the subscription period. Also, it works with the patch builds (SR's and other "bug fix" releases) of the major and mi...
1. OVERVIEW This document outlines steps to take when a user's M: drive has gone missing. 2. EXPLANATION a. Check if Antivirus software is scanning any of the M-Files drives, installation folders, or services b. Check if MF Status.exe is running, ...
1     OVERVIEW Logging into a document vault in M-Files Admin tool might not always require a license. 2     DESCRIPTION The following scenarios have been identified: * Login to M-Files Server from Admin as Current Windows User (myDomainJohn) * ...
You have external file sources in M-Files and now some (or all) of those external files are deleted somehow? Have no fear, there is a method to the madness. And your files are safe. THIS IS WHAT HAPPENS * You have external file sources in M-Files and...
When creating a vault connection in Windows 7 to an M-Files server that uses Windows 2016 Server operating system, an "Access is denied" or "The RPC server is unavailable (0x800706BA)" error could be encountered. The reason for this error is that Window...
1     OVERVIEW An Office application such as Word or Excel could not open a document in M-Files when opening it via Recent files in a certain scenario. 2     IMPACTED PRODUCTS AND VERSIONS M-Files Online or M-Files 2018 with Office 365. 3     SYMPTO...
1     ISSUE This issue can occur when a new document is created and assigned to a workflow, or if an existing document is assigned to a workflow, and the workflow state is empty. In the workflow diagram, you have a transition from "no state" to the first...
1     OVERVIEW When creating a workflow, it is important to be aware of the default workflow state. The attachment 'WFExample1.png' is an example of a properly configured workflow, where the initial state is set as the default workflow state (State A). ...
1 OVERVIEW A metadata card of an object shows an ID number in the upper left corner. This ID is called "Display ID" and changes depending on where the object originates. Display ID shows the object's IDs in the order shown below (if the object has any ...
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