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Job Aids and Guides

Finding your way into a new M-Files vault structure can be challenging. With M-Files Process Maps, organizations can create guiding maps that not only reveal entire processes but also guide their workers on what to do next. Process Maps delivers 'in-context guidance' right within the M-Files user interface – thus offering a more convenient user experience. This helps your colleagues to see the different stakeholders in the process and to better understand their tasks in relation to the entire process, resulting in more accuracy and departamental cooperation.

The idea is, that the process map can be displayed in a tab, when the user finds himself in a specific situation. Since you are completely free to choose what is graphically displayed on the map, you can use this mechanism to show:

  • Tips, rules and guidelines
  • Cheat Sheets
  • Alternative menue structures
  • Business process maps eg. flowcharts
  • Pointers to additional information and helpful tools.

Let us look at some of the typical situations:

Type Example
Root (home view)Central main menu
In viewsExplains what is to be found in the view, and how the items in the view are to be processed
Per object typeIf an object of a specific type or class is selected, then a process map tab can be offered (as background tab and lazy load)
Per workflow and status of an objectIf an object or document is on a workflow path, then you can display guidance, rules and tips. This can be shown for one or multiple statuses of a workflow. The map can be displayed as background tab and lazy load.

Whether you are processing an invoice or putting together a project plan, this can help you to know what to do next or how the task at hand connects with the big picture.

Take a look at the following articles to learn more about adding maps and guides to your M-Files:

Take a look at the following articles to learn more about the integral parts of workflow guidance:

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