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Let approvals move through workflows, not inboxes.
Workflow management defines which steps a piece of work goes through, who does what at each step and by when, and runs it automatically. In M-Files the workflow is tied to the document itself: the moment a purchase request, invoice or contract is saved, the right approval flow starts.
Document-driven workflow in five steps.
Starts by document type
When a purchase request, invoice, contract or incoming document is saved, the matching workflow starts on its own.
The right person gets a task
Approvers are chosen from metadata such as amount, department, project or supplier, and tasks and reminders go out automatically.
Parallel and sequential approvals
Several units can approve at the same time or in sequence, with conditional steps and delegation rules.
E-signature and mobile approval
Approvals are given from the web and mobile apps and completed with electronic or mobile signatures when needed.
Every step on record
Who approved or rejected what, and when, is kept in the audit trail, and delayed steps become visible.
The approval processes most often digitised.
Purchase approval
From request to order, approved by amount and budget rules.
Invoice approval
Incoming invoices matched with orders and deliveries, then approved.
Contract approval
Contracts made ready for signature with legal, finance and management approvals.
ExploreDocument revision approval
Preparation, review and release approval of procedures and instructions.
ExploreLeave and HR requests
Request, manager approval and filing in the personnel record.
The workflow platform your ERP needs.
- Master data stays in the ERP: customer, supplier, material and project data flow from SAP or Logo into M-Files.
- Approval runs in M-Files: purchase, invoice and contract approvals move through M-Files workflows together with their documents.
- Results show on both sides: the approved document appears on the ERP record, and documents added in the ERP appear in M-Files.
- Change without code: approval steps and rules are configured to business needs.
“One of M-Files’ biggest advantages was how quickly our teams adapted to the system and how fast we could roll out new processes.”Elif FidanSenior Manager, ATAŞ
Workflow management: common questions.
What is a workflow?
A workflow is the defined set of steps a piece of work goes through from start to finish, with an owner and rules for each step. Workflow software runs these steps automatically, assigns tasks and records each step.
What does workflow mean?
Workflow is the English term for the flow of work. In business software it means running approval, review and task steps automatically.
How does a flowchart differ from workflow software?
A flowchart visualises a process on paper. Workflow software actually runs it: it assigns tasks, sends reminders, records approvals and shows delayed steps.
What is BPM? Is M-Files BPM software?
BPM (business process management) is the approach of designing, automating and improving processes. M-Files meets BPM needs for document-driven processes: approvals, tasks and rules run automatically based on document type and metadata.
Can ERP approval processes run in M-Files?
Yes. With ERPs such as SAP and Logo, master data stays in the ERP while purchase, invoice and contract approvals run in M-Files workflows with their documents, and the result appears on the ERP record.
Let’s design your approval processes together.
Let’s decide together which processes to digitise first and how they will work with your ERP.