M-Files + Microsoft 365: The Future of Document and Content Management

Elevate Your Information Management & Workflow Automation

Harness the power of M-Files, integrated by RBC Technology Group, to modernize how your business manages documents, workflows, and compliance, all within the Microsoft 365 ecosystem. Built for simplicity, security, and scale, M-Files delivers AI-ready document management that’s Copilot-enabled, metadata-driven, and designed to help you do more with less.

Why M-Files?

M-Files is the only Microsoft-native, metadata-driven Document Management System (DMS), built to work seamlessly with your Microsoft 365 tools. That means your teams can stay productive in Word, Excel, Teams, Outlook, and SharePoint, while enjoying intelligent control, visibility, and automation.

Key Capabilities:

Metadata-driven document management
Intelligent version control and audit trails
Automated workflows and approvals
Secure internal and external collaboration
Seamless governance with Microsoft Purview

M-Files Solves the Limitations of SharePoint

SharePoint Limitations	With M-Files
Difficulty finding and sharing documents	Intelligent search powered by metadata and context
Ineffective AI outputs for business use cases	AI-ready document intelligence and unified content access
Limited out-of-the-box functionality	Fully featured, Microsoft-native document management
Compliance risk and permission sprawl	Automated, AI-driven governance with version history, permissions, and secure controls
Fragmented information and oversharing	Centralized, secure, and governed collaboration

Key Benefits for Your Business

Extend Copilot: Surface M-Files content directly in Microsoft Copilot, gaining deeper insights and automation across your entire document ecosystem.
Consistency & Productivity: Unified access improves Copilot answers and user efficiency, a complete view of all enterprise content, not just Microsoft-stored files.
Governance Built-In: Enforce compliance automatically through AI-driven policies, access controls, and version history.
Future-Proof: Apply new Copilot innovations seamlessly to M-Files use cases and content.
Scalable & Secure: Cloud or hybrid deployment built to grow with your business.

RBC Technology Group: Your M-Files + Microsoft Experts

Deep SME experience
Proven document management expertise
Deep Microsoft 365 experience; delivering the best of both worlds with M-Files and M365 working in harmony
Local implementation, support, and training
Secure, scalable, future-ready solutions

M-Files in Action: Smarter Document Management

Docs2me for M-Files – instant capture and auto-categorisation
M-Files Workflow Apps – prebuilt or custom automation
Compliance & Audit – Ready Module – AI driven governance built in
Collaboration & Sharing – secure links for internal and external users
Integration Connectors – Microsoft 365, CRM, ERP, and accounting systems

Case Study Highlight

We helped a legal SME reduce document retrieval time by 70%, automate approval workflows saving 2+ hours per file, and strengthen compliance with complete version trails, all via Docs2me for M-Files.

Get Started

Grow your business with M-Files, the only Microsoft-native DMS—powered by RBC Technology Group.

Testimonials

    
 
 
       Posted on Google  
   
   Harcourts Local 
 
 
 
 Trustindex verifies that the original source of the review is Google. Our team have been using RBC's services for a few years now, they have always been responsive, informative and pleasant to deal with. A huge shoutout to Wade Reynolds who looks after our four offices, he's an amazing account manager and we consider him part of our own team now. Thanks RBC & Wade!
  
 
      Posted on Google  
   
   Tania Lapthorne 
 
 
 
 Trustindex verifies that the original source of the review is Google. Boyd, Iresh and the rest of the team have been a pleasure to work with. Always available when needed and happy to help with all jobs, big and small.
  
 
      Posted on Google  
   
   Sarah Guerrera 
 
 
 
 Trustindex verifies that the original source of the review is Google. Best printers EVER!
  
 
      Posted on Google  
   
   Ella Zhang 
 
 
 
 Trustindex verifies that the original source of the review is Google. Nickolas Collins from RBC was great to deal with, efficient and prompt. Very happy with his service on our new photocopier upgrade.
  
 
      Posted on Google  
   
   Luke McNamara 
 
 
 
 Trustindex verifies that the original source of the review is Google. We've relied on RBC Group for our printing and IT services for almost a decade, and throughout this time, our experience has been consistently positive. Our account manager, Dylan, has exemplified professionalism in every interaction, always making himself available and ensuring our needs are met with prompt and effective solutions. His accessibility and commitment to our satisfaction have been key factors in our ongoing partnership with RBC Group.
  
 
      Posted on Google  
   
   Kylie Liscombe 
 
 
 
 Trustindex verifies that the original source of the review is Google. Kurtis Smith has been amazing to deal with at RBC.  Always going above and beyond.
  
 
      Posted on Google  
   
   Dietmar Frick 
 
 
 
 Trustindex verifies that the original source of the review is Google. Kurtis has been looking after us for a couple of years now and I just wanted to acknowledge his excellent customer service and dedication :)
  
 
      Posted on Google  
   
   Marcin Kucfir 
 
 
 
 Trustindex verifies that the original source of the review is Google. Having partnered with RBC for over six years, we have witnessed and experienced their long-term commitment to providing support and operational capability. RBC supported us through multiple relocations and company growth across various locations.

Our account manager, Wade Reynolds, always displays a high level of transparency in all our dealings. From clear communication about products and pricing to honest updates about service timelines and any potential issues, his openness has been crucial in building trust. This transparency ensures that expectations are consistently met and fosters a collaborative and honest working environment.

Over the years, we have tripled our equipment footprint. This has been facilitated by their expertise and proactive approach in understanding our evolving needs and providing tailored solutions that align with our requirements.

RBC provides excellent support. Their dedicated support team is highly knowledgeable and responsive, efficiently addressing any issues or queries. Whether itâ€™s technical assistance or guidance on product usage, their support has ensured smooth operations and minimal downtime.

Wade is always reachable, providing personalised service and prompt resolution to any concerns. This dedicated point of contact enhances our overall service experience and ensures that our specific requirements are consistently addressed.
  
 
      Posted on Google  
   
   E S 
 
 
 
 Trustindex verifies that the original source of the review is Google. Michael & Kienan have been an imperative part to my business success for close to a decade. They are helpful and the business solutions they offer ensure they continue to be market leaders.
  
 
      Posted on Google  
   
   Troy Fox 
 
 
 
 Trustindex verifies that the original source of the review is Google. Kurtis and the RBC team have been fantastic to deal with. They have provided our business with value add solutions.