Metadata, Classes, and Properties
Metadata is information that describes various facets of an information asset to improve its usability throughout its lifecycle.
All saved objects in the vault are described with metadata:
- Type (Class), such as a Contract or Correspondence
- Relations to other objects, such as the matter to which a document is attached
- Permissions through metadata, such as who has Full Access or Read Access to a document
- Automatic metadata, such as an audit trail that shows who made edits to a document
To view the metadata for a document, navigate to the Home view, select the document, and click the Metadata card in the right-hand pane.
Objects, Classes, and Properties
M-Files organizes data into Objects and then Classes:
- Matter Object
- Matter Class
- Person Object
- Staff Class
- Document Object
- Email Class
- Memo Class
Each class is given a number of “Properties” (fields) that hold data about the object in that class. Properties are defined independently and can be used on one or more classes.