M-Files Introductory Training Lab 2A

  • Open Lab 2 Folder
  • Double click on "Job Application B"
  • Click on "M-Files" from the Ribbon
  • Click "Save to M-Files"
  • “Class” is “Application”
  • Complete Metadata Card with information from document
  • Department select "Finance" from Value List
  • Click "Create"
  • Click on “M-Files” from Ribbon
  • From the Ribbon click "Check In"

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