To enable this command, you can follow the steps below:

1. Right Click in the Task Area

2. Hover over Commands 

3. Select Get Hyperlink

The Get Hyperlink command will be accessible in the View and Modify section of the Task Area when a document is selected.

Please note that this command needs to be enabled for each user.

The post Get Hyperlink Command appeared first on SimplerQMS.

By default, this should be enabled, but there are times when it would not turn on. In that case, your items will be organized based on the selected organization mode that is dictated by the columns in the view that you are in.

If enabled, small groups will be created for all your objects based on object type:

To enable this:

1. Right click in any white space in the center Listings Area

2. Hover over “Display Mode”

3. Click on “Group Objects by Object Type”

The post Grouping Objects by Object Type appeared first on SimplerQMS.

This is regardless of the Class it is filed under, because these files get encrypted by the software used to add the signature.

This is something to keep in mind when signing documents using an electronic signature application. This also applies when filing documentation received from external sources with existing electronic / digital signatures.

The best way to avoid this situation is to save a copy of the original PDF through Print to PDF:

1. Open file including the external signature

2. Hit Ctrl+P or open the print dashboard

3. Select “Microsoft Print to PDF” as the printer setting

4. Save as a flattened file on the desktop

5. Upload to SimplerQMS

If you have already filed the document and only noticed this issue once the version 1 has been approved, then the document will need to be routed for updates and re-filed using the method above.

Alternatively, the choice can be made to release in native format, but that will entail that the signatures captured inside SimplerQMS will not be added as the last page of the document, as M-Files will not process the uploaded file as a PDF – meaning no overlay either.

The post External Electronic Signature Blocks PDF Release Inside SimplerQMS appeared first on SimplerQMS.

Please follow the guide below:

Before doing any of these steps, make sure that you have no documents checked out to yourself in the vault whereyou want to destroy data! (Production or Test/Training)

Then ensure to log out properly from the system by clicking on your initials up in the righthand corner and logging out:

1. Open the hidden icons [^] on your taskbar

2. Right-click on the M-Files logo

3. Hover over Settings and click on M-Files Desktop Settings

4. Click on the Settings tab

5. Then on Computer-Specific Settings

6. This might ask for admin rights, click Yes

Note: if you have admin control on your laptop you might not be able to do this without the person controlling it

7. Click on Destroy Local Data

8. Click on the production vault

9. Then click Destroy

If the destroy button is greyed out, you need to first log out of SimplerQMS

10. Click Yes

Exit all the windows and try logging into the production vault again

The post How to Destroy Local Data to Reset Permissions appeared first on SimplerQMS.

Click File on Excel

Go to Options

Then Add-ins. If not active, make sure to enable it.

If this does not work. The solution to this issue is to reinstall Excel or Word (or the entire Office Package):

• Uninstall Excel/Word
• Restart computer.
• Install Excel/Word

The post M-Files does not Show in Excel or Word Toolbar appeared first on SimplerQMS.

Depending on how the organization’s Entra ID (Active Directory) is set-up, SimplerQMS might need to do a manual mapping from the ‘old’ account name to the ‘new’ account name. In some cases this is not necessary and the update of the domain will take place automatically. In either case, the users data will remain accessible and will not notice any difference – other than having to use another user account to login. This means that all historic records are still available after switching to the new domain.

Please be aware that the SimplerQMS “DNS address” for your organization will NOT change when you switch to a new domain. Example:

DNS address before change: company123.cloudvault.m-files.com

DNS address after change: company123.cloudvault.m-files.com

Preparation Steps

To prepare for this change before it is implemented in your organization’s Entra ID, please email a list of user accounts that will be changing along with the date and time of effectivity to SimplerQMS Support.

Example:

Effectivity Date and Time: Monday, 13th of December 2022 at 2:00 PM

Please email this list at least one week in advance of the change being implemented.

New Entra ID Tenant

If your organization is switching to a new Entra ID Tenant, then a few more steps need to be completed. If you are keeping your current Tenant, then please disregard this section.

In the new Tenant, the following steps need to be completed:

1. The SimplerQMS User Groups should be created. Please name these groups so it’s possible to distinguish the “Old” groups from the “New” groups. Example:
   • Old group name: SEC_M-Files_All_Contributors
   • New group name: SEC-NEW_M-Files_All_contributors
2. Assign the relevant users to the new groups
3. Make sure that at least one Entra ID Premium P1 License is available and assigned to a user
4. Arrange a meeting with SimplerQMS to set-up the SimplerQMS Enterprise Application in the new Tenant
5. Agree with SimplerQMS about when the cut-over to the new Tenant will take place

Login Names

After you made the switch to the new domain, users need to use their new login name, when logging into SimplerQMS.

Be aware that some users might have their old login names stored/cached in Windows. This could mean that the login prompt might suggest the user to use the old login name instead of the new one.

Please be sure to contact support@simplerqms.com well ahead of any changes to your domain or Entra ID. In this way we can plan for the change and make sure that your users will experience a smooth transition.

The post Changing Domain Name for SimplerQMS User Accounts appeared first on SimplerQMS.

1. In the Desktop Client press the Alt key >Settings> M-Files Desktop Setting>Settings
2. Change the file to a .txt file and save to an accessible location.

3. This file will contain all registry keys for all vaults. In the file you will see an entry for Auto Login = “AutoLogin”=dword:00000001. Each vault will have it’s on entry.

4. To turn off Auto Login, please set value to “AutoLogin”=dword:00000000

The post How to Disable M-files Auto Login When Windows Start appeared first on SimplerQMS.

3.1 Important Remarks

The timer is reset continuously if the client computer has a document opened in a program (for example Microsoft Word). The automatic logout occurs, for example, if:

• The document is checked out but not opened in a program.

• The user is editing the metadata card of an object.

If you want to set the automatic logout to occur when the client computer has documents opened in read-only mode, also add the registry setting IgnoreOpenReadonlyHandlesOnAutoLogout in the client computer.

3.2 Registry Settings

Add or change this setting to enable automatic logout in M-Files Desktop:

Add or edit this setting for the logout to occur when documents are opened in any mode:

After the modification, restart the client computer to take the setting into use.

The post How to Set-up Automatic Logout in M-Files Desktop appeared first on SimplerQMS.

These type of error messages are not related to a problem on the M-Files Server, rather they are caused by internet connection issue.

Error when trying to recreate a Vault connection.

If you see this kind of connectivity issue, please try to use an alternative internet connection like your mobile phone.

For further assistance, please reach out to support@simplerqms.com.

The post Solving Network Problems Preventing M-Files from Connecting with the Server appeared first on SimplerQMS.

Result: Extension is now removed.

2. Now open SimplerQMS – your production system – not tests as displayed here.

Click on “add this extension” – first link.

3. Click on “Add to Chrome”

Return to web of simplerQMS

4. Now click on second link “Then click here….”

Result will download the new extension file.

5. Click on downloaded file and install.

The post Guide to Solve the Chrome Classic Web Issue for Using SimplerQMS appeared first on SimplerQMS.