M-Files Integration

Ellby's team of professionals can provide a solution to achieve efficiency in your company via seamless document and data integration with your M-Files repository.

If your company uses M-Files, then you're already progressing to organised, efficient digital management for your files. With Ellby's suite of solutions, let us improve your process of importing documents to be simple, fast and automated.

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Simple and Streamlined

An Ellby integration solution requires minimal user intervention, and provides results where documents are searchable, properly indexed and named, and stored in your M-Files application for easy access.

Ellby's customised software provides seamless and secure integration, focusing on quality management, scalability, and saving costs for your organisation. Our team will work closely with yours to determine an end-to-end solution that boosts efficiency for all aspects of your M-Files application.

Seamless Integration with Complete Ease of Use

Our migration to M-Files solution distinguishes our services as the premier capture and data extraction option.

Our direct migration is written into the software, such that once it’s configured, there are no extra steps to have the documents moved into M-Files. Our integration with M-Files provides a full start-to-finish document management solution.

With an Ellby solution, you'll be able to:

Scan your documents from any device – MFP, fax, desktop scanner, or RightFax server
Import documents from a network folder or email system
Process the documents through our software
Extract data
Automatically route the documents to your M-Files repository

How Our Integration Works

Configuration

Use the provided template and simply enter the server and credentials to connect our solution with M-Files. You'll be able to import all vaults and document classes for your M-Files application. See below for our variety of configuration options.

Migration

Your solution will automatically process and migrate documents. Once the documents land in your M-Files application, they will be organised with the defined naming structure, and captured data will be auto-populated in the matching fields.

Search

Now your documents have been migrated to M-Files, you'll have full-text search capability within M-Files to locate document data.

Configuration Options

Control of your Ellby integration solution is at your fingertips.

With our M-Files integration, you can control:

The class and vault you'd like documents to be routed to.
Set fields for data capture and auto-population.
Choose customised file naming structures.
Set conditional migration, filtering migration to multiple vaults depending on criteria.

Looking for the right application for your organisation?

The Ellby team is here for you to determine whether M-Files or another solution will best suit your organisation's needs. Our handpicked and proven suite of software options are used for a variety of businesses across industries.

Accurate, Fast & Compliant

Every enterprise-grade cloud document management solution we offer works as a cloud-native solution, offering outstanding security, reliability, and performance.

Reduce Costs

Reduce your operational costs and improve business processes by automating your tasks, thus saving time for your team to focus on what matters.

Our Support

Ellby’s dedicated Customer Success Program (CSP) is on-hand to ensure a smooth transition into any improvements we recommend. You always have our support!

Transform Your Processes

Digital transformation is the key to improved results from accounts payable to customer satisfaction for companies of all sizes, and Ellby's portfolio confirms this. Add your business to the growing list of those benefiting from an Ellby custom solution.

Grow your business and achieve greater financial health with help from our Ellby experts. We'll work with you to assess your needs, then re-design and boost your processes to ensure security, reliability, and efficiency. Application integrations are just one of Ellby's key capabilities that can help drive your success.

Speak to an Ellby expert to determine which option from our range of technology solutions will best improve your day-to-day tasks. Let’s change the game together!

Book a consult

Join the long list of Ellby clients who have taken the next logical step with our digital solutions. Make the smart choice with Ellby today.

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