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About

Ideagen Collaboration Portal is document collaboration software that replaces scattered email chains, shared drives and disconnected platforms with secure workspaces. Teams can work with external partners using configurable permissions and controlled access expiration. Built-in version control and real-time collaborative editing keep one current version, with histories showing who changed what and when. Document-specific comment streams keep conversations next to the files they concern, and a mobile app and dashboards keep progress visible. A full audit trail captures every edit and approval, and compliance reports can be generated on demand. File requests let you collect multiple files at once and track submission status, with recipients dragging and dropping files without special software. Part of the connected Ideagen platform for quality, EHS, compliance and risk.

About

M-Files is a Context-First document management system that uses metadata-driven architecture, workflow automation, and AI to improve visibility, compliance, and efficiency. By organizing information based on what it is rather than where it resides, M-Files reduces manual handling, improves document reliability, and strengthens governance across industry-specific processes. M-Files is the only document management system native to Microsoft 365. This unified approach brings Microsoft collaboration, Copilot, and Purview governance directly to curated M-Files content, creating a secure, connected environment that protects Microsoft investments while improving productivity and policy-driven consistency.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Teams that collaborate on documents with external partners and need a secure audit trail.

Audience

M-Files serves a variety of industries and business needs for mid-market to Enterprise global B2B companies. The M-Files platform is especially suitable for knowledge workers that need to quickly find, collaborate, and process a large number of documents every day.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$11.00/month/user
Starting at $10 per user per month
Free Version Not Supported
Free Trial Supported

Pricing

€65/seat
Starting at €65/seat
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.9 / 5
ease 4.9 / 5
features 4.6 / 5
design 4.8 / 5
support 4.8 / 5

Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 4.2 / 5
design 4.0 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • File organization was intuitive. API integration within Salesforce. Notes and activities are transparent. Drag and drop uploading of files.
  • We apply a very high-performance self-management document process to encourage stewardship and preservation of resources. I like Huddle because I can edit, archive, share and disseminate files as needed. I like it very much; it is a more efficient software in the whole document network development.
  • I love that Huddle is intuitive and easy to use; it provides an environment where I can work on individual tasks or with my team very quickly and effectively. It has features and resources that promote internal and external collaboration; it helps us sync our tasks and projects.
  • Makes previous versions of your files available. Usability is excellent, and there are no support or interface error problems. Manages email documents very well; no room for inbox clutter. It works perfectly, and I have no issues whatsoever.
  • Huddle works great for collaboration for teams. It is secure and seems to work efficiently as well. I would recommend it.

Cons

  • The UI is a ‘busy’ and I can see that being overwhelming for a new user.
  • The price of Huddle is the only problem; it is not suitable for small companies because of its high cost.
  • So far, I haven't had any dislikes using this tool; I love how much it supports our task, project, and file management. It is excellent for organizing assignments and keeping work teams productive within the same platform. Its functions and proper operation make everything easier for teams to ensure success in their work.
  • It is outstanding and works well for competitive performance. It works very well with operating systems.
  • No cons to Huddle that I can see. Seems to work fine.

Pros & Cons from Real Users

Pros

  • I have been using M-Files for over 4 years now and I can say it is one of the best. First, I like that the interface is amazing and that it is easy to understand the many features. Secondly, I like that the tool is very secure. Thirdly, I like the ease of uploading, retrieving and sharing files.
  • There is a lot I like about M-Files. First, the tool is secure which is amazing. The tool comes with an intuitive User Interface. This software makes content collaboration seamless.
  • M-files is easy to deploy and comes with great security features. I like the ease of archiving, retrieving and sharing documents. Accessing files is easy. I like that there is both mobile and web version.
  • Easy to use, if you can use Google, you can use M-Files. The idea of using metadata instead of a file structure is very intelligent. Everything I need to know about my customers, their bills and emails are all in one place. No going to multiple programs/applications to get the full scope of their business.

Cons

  • With my great encounters using M-Files, I cannot think of any flaw. This software is more than great.
  • My only concern is that M-Files is not the most affordable. However, it works well.
  • The user interface is not the best. The vendor should improve on this.
  • Takes a little bit of time to re-think document management.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Ideagen
Founded: 1993
United Kingdom
www.ideagen.com/solutions/compliance/document-collaboration-portal

Company Information

M-Files
Founded: 1989
United States
www.m-files.com

Alternatives

Kahootz

Kahootz

INOVEM Ltd (trading as Kahootz)

Alternatives

UnForm

UnForm

Synergetic Data Systems, Inc.
SynaMan

SynaMan

Synametrics Technologies
Nuxeo

Nuxeo

Hyland
Diliforce

Diliforce

Diliforce (Formerly ContractZen)
Microsoft 365

Microsoft 365

Microsoft

Categories

Categories

File Sharing Supported
IT Documentation Supported

Document Management Features

Access Controls Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

File Sharing Features

Audit Trail Supported
Chat / Messaging Not Supported
Collaboration Supported
Document Management Supported
Drag & Drop Supported
Electronic Signature Supported
Encryption Supported
File Synchronization Supported
Search Supported
User Management Supported
Version Control Supported
Workflow Management Not Supported

Audit Features

Alerts / Notifications Not Supported
Audit Planning Not Supported
Compliance Management Supported
Dashboard Not Supported
Exceptions Management Supported
Forms Management Not Supported
Issue Management Supported
Mobile Access Not Supported
Multi-Year Planning Not Supported
Risk Assessment Supported
Workflow Management Supported

Board Management Features

Agenda Time Management Not Supported
Approval Process Management Supported
Board Assessment Not Supported
Calendar Management Supported
Collaboration Supported
D&O Questionnaires Not Supported
Document Management Supported
Electronic Signature Supported
For Nonprofits Supported
Member Directory Supported
Minutes Management Not Supported
Polls / Voting Not Supported
Role-Based Permissions Supported
Roles and Terms Not Supported
Single Sign On Not Supported
Skills Tracking Not Supported

Collaboration Features

Brainstorming Not Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Project Management Supported
Real Time Editing Supported
Task Management Supported
Version Control Supported
Video Conferencing Supported

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Supported
Compliance Tracking Not Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Supported
Pre-built Templates Supported
Sell Side (Customers) Not Supported
Specialty Contracts Not Supported
Version Control Supported
Workflow Management Supported

Customer Engagement Features

Analytics Not Supported
Churn Management Not Supported
Communication Management Supported
Community Management Supported
Content Syndication Supported
Feedback Collection Supported
Gamification Not Supported
Live Chat Not Supported
Video Content Not Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Supported
Collaboration Supported
Contact Management Not Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Not Supported
Requirements Management Not Supported
Revision Management Supported
RFP Management Not Supported
Task Management Supported
Templates Not Supported
Version Control Supported

Virtual Data Room Features

Anonymity Management Not Supported
Audit Trail Supported
Collaboration Supported
Data Protection Supported
Data Storage Management Supported
Document Tagging Not Supported
Due Diligence Management Not Supported
Procurement Management Not Supported
Project Management Supported
Role-Based Permissions Supported
Secure Preview Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

File Sharing Features

Audit Trail Supported
Chat / Messaging Not Supported
Collaboration Supported
Document Management Supported
Drag & Drop Supported
Electronic Signature Supported
Encryption Supported
File Synchronization Supported
Search Supported
User Management Supported
Version Control Supported
Workflow Management Supported

Integrations

Google Workspace Supported
Microsoft 365 Supported
Salesforce Supported
Adobe Acrobat Sign Not Supported
AutoCAD Not Supported
Bitium Supported
Cadcorp Not Supported
Causal Supported
ChronoScan Not Supported
CloudOffix Not Supported
DMSFACTORY DocumentsPipeliner Not Supported
Desktop.com Supported
Docusign Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft SharePoint Supported
OpenText CEM Not Supported
SaaShop Not Supported
Tray.ai Supported
Upsider Supported

Integrations

Google Workspace Supported
Microsoft 365 Supported
Salesforce Supported
Adobe Acrobat Sign Supported
AutoCAD Supported
Bitium Not Supported
Cadcorp Supported
Causal Not Supported
ChronoScan Supported
CloudOffix Supported
DMSFACTORY DocumentsPipeliner Supported
Desktop.com Not Supported
Docusign Supported
Microsoft Dynamics 365 Supported
Microsoft SharePoint Not Supported
OpenText CEM Supported
SaaShop Supported
Tray.ai Not Supported
Upsider Not Supported
Claim Ideagen Collaboration Portal and update features and information
Claim Ideagen Collaboration Portal and update features and information
Claim M-Files and update features and information
Claim M-Files and update features and information