How To Create Document Collections in M-Files

A document collection is a set of interrelated documents. The difference from a multi-file document is that each member of a document collection is independent and has its own metadata. In addition, the document collection has a collective set of metadata that is independent of the member documents. By contrast, in a multi-file document, all document files share the document's properties.

To create a document collection in M-Files, click the Create button and select Document collection... from the list. Then select a class and fill in the shared metadata of the collection. For more information click here: https://www.m-files.com/user-guide/latest/eng/document_collections.html

Video Timestamp:

00:32-01:06 Creating the collection

01:06-02:07 Adding collection members, and "latest version" vs. "specific version"

02:07-02:29 Removing a collection member

02:29- the end Collection permissions and member permissions

Does your M-Files look different? - This video features the previous user interface. This video will be updated shortly to feature the latest version of M-Files (released in November 2022). Please note that the lessons in this video still apply.

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