Compliance management solution

A compliance management solution can improve document control

For companies that operate in highly regulated industries, managing information, data, and documents is a critical part of achieving compliance. Yet enterprise data management can be an enormously complex and confusing task. And when you consider that many companies still rely on manual processes for routing, filing and organizing compliance-critical documents, it’s easy to see how overwhelming the task of correctly handling documents can be.

A superior compliance management solution can help companies avoid the crippling fines and liability issues that result from noncompliance with data and file management requirements. The right compliance management technology can automatically enforce policies, secure documents and ensure that files are created, stored, used, and retained in ways that comply with company guidelines and regulatory requirements.

As a next-generation intelligent information management platform, M-Files offers a compliance management solution that dramatically simplifies document management and enterprise risk management. With M-Files, companies can manage documents easily, automate critical processes and keep information secured and controlled.

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More control over documents and processes

Keep your data secure and enforce policies throughout the organization with M-Files.

Managing Documents for Easier Compliance

M-Files’ metadata-driven approach to organizing documents makes it an ideal compliance management solution. M-Files offers several capabilities that help organizations in highly regulated or document-intensive areas like legal document management to simplify compliance while protecting documents from theft, breach, leaks, or inadvertent exposure.

Automated Workflows

M-Files streamlines the document lifecycle by automating key steps like creation, review, approval, and signature. Using metadata, it routes documents through the correct process, sends timely reminders, and ensures full compliance with internal policies and regulations.

Dynamic Permissions

With M-Files, access to documents is precisely controlled through dynamic permissions. Rights can be set based on user, group, role, or any metadata value, ensuring that only the right people can view or edit sensitive information.

Full Audit Trails

M-Files automatically tracks every interaction with a document. From viewing to editing, it creates a complete audit trail that shows who accessed the file, when, and what changes were made—essential for regulatory and compliance reporting.

Risk Management Solutions

By surfacing all organizational content, M-Files helps teams identify and manage risk effectively. It breaks down data silos, increases transparency, and gives organizations the visibility needed to understand where risks exist and how to mitigate them.

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M-Files: a smarter way to manage documents

M-Files is an AI-enabled platform that offers a smarter way to manage documents, content and compliance within a regulatory framework.

In contrast to other enterprise content management systems, M-Files organizes documents by what they are rather than where they are located. M-Files creates connections to all documents within an organization no matter where they reside, and assigns metadata that makes the documents easier to find and use. A record’s metadata may contain information about what’s in the document, who created it, what client or project it pertains to and what should happen to it next.

In M-Files, metadata makes it possible for users to find the information they need by simply typing a few words about what they’re looking for into the M-Files search bar. They no longer need to remember how a file was named or where it was stored. With M-Files, workers can find any document or group of documents within seconds. M-Files’ AI-enabled technology can even crawl existing repositories and legacy archives to surface relevant documents, analyze their content and automatically assign metadata that makes them easy to find and visible to all authorized users. Impressively, M-Files does all this without requiring documents to be migrated to a central repository. Instead, M-Files connects to documents no matter where they live – in network folders, SharePoint, CRM systems, cloud storage or other business systems – to provide a central and unified view of information within an organization.

Features of the M-Files platform

In addition to serving as a compliance management solution, M-Files offers a comprehensive set of capabilities that make it one of the most powerful information management platforms on the market.

Information at Workers' Fingertips

M-Files ensures users can quickly find any file, eliminating wasted time searching or duplicating files that can’t be located.

Mobile Access

Access M-Files from desktop, web, or mobile clients, allowing remote and work-from-home employees to stay productive from anywhere.

One Copy of Each Document

M-Files eliminates version control issues by maintaining one authoritative copy of a document, accessible to employees, partners, and customers via a secure link.

Easy Co-Authoring

Multiple users can co-author documents in real time, editing, annotating, or commenting simultaneously.

Familiar Tools

Employees can continue using their preferred tools like Microsoft Teams or Salesforce to manage documents within M-Files.

How M-Files keeps your data safe

M-Files provides enterprise-level protection to guarantee the security and privacy of documents and data.

Encryption

M-Files secures documents by encrypting them both in transit and at rest. This ensures that sensitive information remains protected from unauthorized access during transmission and while stored in the system.

Access Rights

M-Files uses dynamic access controls based on document type, project, case, or workflow status. Permissions are automatically updated as team structures or workflows change, ensuring that access stays aligned with organizational roles.

Print and Download Protection

To prevent data leakage, M-Files can restrict users from printing, downloading, or capturing screenshots of documents—especially when using mobile devices—adding an extra layer of security.

Automatic Audit Trail

M-Files automatically saves version history and tracks document edits. With check-in/check-out functionality and version control, it provides a full audit trail to monitor who accessed or modified a document and when.

Why make M-Files your compliance management solution?

M-Files is the ideal platform for everything from accounting and law firm document management to enterprise content management for companies in other highly regulated industries. By making information easier to find and use, M-Files increases the productivity of knowledge workers, provides a seamless digital experience, strengthens collaboration and reduces business risk.

M-Files is a highly configurable platform that can be easily customized for the needs of specific businesses, industries, and use cases. APIs and integrations to line-of-business solutions, other archives and legacy ECM platforms ensure that M-Files works seamlessly with an existing technology stack. M-Files even makes it possible for workers to continue using their favorite tools such as Microsoft Teams or Salesforce, rather than needing to switch to a new platform.

A variety of solution templates provide best practices for multiple use cases, helping organizations avoid the need to start from scratch when implementing intelligent information management plans. And third-party add-ins provide additional capabilities, enabling companies to further customize their M-Files deployment.

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How M-Files Enables Efficiency for Your Business

Faster Search

What you need, when you need it. That is the way M-Files works. Fast, easy, and intuitive.

Familiarity

You can use your favorite daily tools, such as MS Teams or Salesforce to manage your documents.

Easy Collaboration

Share content securely, and co-author documents simultaneously — wherever you work.

Streamlined Daily Work

Let M-Files suggest tags for your documents and add workflows for faster processing.

Discover the Power of Artificial Intelligence Capabilities

Watch videos and access resources to learn how AI can transform your knowledge work with M-Files Aino.

Featured Resources

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