M-Files for Salesforce Brings New Content Management Abilities

Date Entry
June 17, 2019

PaperFree partner M-Files recently announced an exciting new addition to their lineup - M-Files for Salesforce.  This product efficiently integrates M-Files functionality into the popular Salesforce interface, adding document management abilities as well as enhanced compliance and oversight.  This added capability improves productivity because Salesforce users no longer have to go search a separate repository for information relating to a customer account - their focus can remain on accounts, opportunities, and deals in progress.  Documents related to a customer account or project in process are simply listed alongside other Salesforce information.  Among a multitude of features the new product offers:

  • Cloud and on-premise content repositories
  • Version history
  • Added security
  • Collaboration features
  • Workflows
  • eSignatures
  • Compliance support

M-Files for Salesforce also skips the hassle of importing data by integrating with popular content storage utilities such as Microsoft OneDrive, SharePoint, Dropbox, Google Drive, and more.  This integration means that the linked documents in Salesforce are always up to date and available.  Like the M-Files content management product, M-Files for Salesforce uses AI to extract information and classify documents intelligently so users don't have to spend their time classifying and organizing documents in a repository.  This saves time in filing and retrieving information, which returns increased productivity among workers.

This article was based on a June 11, 2019 M-Files press release

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