Share, send and convert to PDF
Send by e-mail
Right-click a document and choose Send ▸:
- Copy by Email attaches the files to a new message in Mail.
- Link by Email sends a link to the document, for colleagues with access to the vault.
- PDF by Email attaches a PDF of the document.
In a multi-file document, each file has its own Send ▸ menu.
Share with people outside M-Files
Choose Share to create a link for people who have no M-Files account, the same external sharing as in M-Files Web. It is shown when your vault allows external sharing.
Copy to the clipboard
Select documents and press ⌘C to put their files on the clipboard, then paste them into Finder, Mail or another app. The other way round, copy files in Finder and press ⌘V in M-Client to add them to the vault.
Convert to PDF
- Right-click a document and choose Convert ▸ Convert to PDF (adds separate file) or Convert to PDF (replaces original file). The M-Files server does the conversion. This is offered for single-file documents that are not PDFs yet.
- Convert ▸ Save as PDF saves a PDF copy on your Mac. In a multi-file document, right-click a file for Save as PDF.
- To make a scanned PDF searchable, see Scan paper documents and make PDFs searchable.