M-Files vs Templafy: The Best Document Management Tool for You

Evaluate M-Files and Templafy for their abilities to streamline document creation, management, and ensure compliance across your organization

In today’s fast-paced business environment, where documents flow in and out like the tide, choosing the right document management tool isn’t just an IT decision; it’s a business strategy. Enter M-Files and Templafy, two giants in the realm of document management, each with its own set of strengths and philosophies. M-Files, with its metadata-driven approach, promises a revolution in how businesses access, manage, and secure their documents. Templafy, on the other hand, offers a user-centric solution that streamlines document creation and ensures brand consistency across all company documents. But when it’s time to make a choice, which of these solutions fits your business narrative?

G2 Score – 4.3 out of 5 starsG2 Score – 4.2 out of 5 stars
TrustRadius Score – 9.2/10TrustRadius Score –  8.8/10

Integration Capabilities: The Key to a Unified Digital Workspace

In our interconnected digital landscape, a document management system’s ability to integrate seamlessly with existing business applications is crucial for enhancing productivity and operational efficiency.

M-Files: The Deep Integrator

M-Files stands out for its deep integration capabilities, offering a powerful API that connects with a wide array of ERP, CRM, and other essential business applications. This level of integration ensures that documents and data can flow freely across systems, breaking down silos and streamlining workflows. M-Files’ approach to integration supports a more cohesive digital environment, enabling businesses to leverage their existing software investments fully.

Beyond standard integrations, M-Files shines in its ability to be customized to meet specific business needs. Whether it’s tailoring the system to work with niche industry software or developing unique workflows, M-Files offers the flexibility to create a truly integrated document management solution that fits your business like a glove.

Templafy: The User-Friendly Collaborator

Templafy excels in integrating with the tools users work with daily, from Microsoft Office and Google Workspace to major CRM and ERP systems. This ensures that employees can easily create, manage, and distribute documents without leaving their preferred work environments. Templafy’s focus on user experience extends to its integration capabilities, making it easy for staff to adopt and use the system effectively.

Templafy’s strength lies in its ability to streamline document creation within the digital workplace. By integrating with existing templates and digital assets, it ensures that all documents are consistent with the latest company branding and compliance standards, directly within the applications where users spend most of their time.

User Experience (UX) and Ease of Use: Simplifying Document Management

The way a DMS is designed—how intuitive its interfaces are and how easily users can perform essential tasks—can significantly affect the productivity and satisfaction of its users.

M-Files: Precision Engineered for Efficiency

M-Files offers a streamlined user experience designed around its innovative metadata-driven approach to document management. This setup allows users to search, access, and manage documents based on what they are, rather than where they are stored, which can be a game-changer in terms of efficiency. However, the sophistication of M-Files’ system may present a steeper learning curve for new users, though it’s one that’s often quickly overcome with proper training.

M-Files is built with the end-user in mind, featuring a clean and intuitive interface that simplifies the complexities of document management. Customizable views and automated workflows further enhance the user experience by reducing manual tasks and making information retrieval a breeze. While its robust features cater to a wide range of business needs, getting the most out of the system may require a more in-depth initial setup and familiarization.

Templafy: Streamlined for Everyday Use

Templafy shines in offering a highly user-friendly experience focused on streamlining document creation and ensuring brand consistency across all company documents. Its integration directly into tools like Microsoft Office and Google Workspace allows users to manage and produce documents within familiar environments, significantly reducing the learning curve and enhancing immediate productivity.

The strength of Templafy lies in its simplicity and the immediate value it offers to everyday users. By automating aspects of document creation and ensuring that all templates and assets are easily accessible and up to date, Templafy reduces the time and effort required to produce on-brand and compliant documents. This focus on enhancing day-to-day document workflows makes Templafy an attractive option for organizations prioritizing efficiency and consistency in their document management.

WinSavvy helps grow VC-funded startups digitally

Customization and Scalability: Tailoring Solutions to Fit Evolving Needs

In an era where businesses evolve rapidly, having a DMS that can adapt to changing needs and grow with your organization is indispensable for long-term success and operational efficiency. The degree to which a DMS can be customized to fit specific business processes, along with its ability to scale in response to organizational growth, are crucial factors in its effectiveness and longevity as a solution.

M-Files: Adaptable to the Core

M-Files stands out for its highly customizable nature, allowing businesses to tailor the system extensively to their unique operational requirements. From defining specific metadata properties for documents to creating custom workflows that automate routine tasks, M-Files offers a level of flexibility that enables businesses to mold the DMS to their exact needs, enhancing both user adoption and process efficiency.

With its robust architecture, M-Files is designed to scale seamlessly with your business. Whether you’re expanding your team, diversifying your service offerings, or growing your customer base, M-Files can accommodate an increasing volume of documents and users without compromising on performance. This scalability ensures that M-Files remains a fit-for-purpose solution, even as your business evolves.

Templafy: Streamlining for Growth

Templafy provides a different take on customization, focusing primarily on the customization of document templates and content to ensure brand consistency and compliance. While it may not offer the same level of system-wide customization as M-Files, Templafy allows for significant personalization within its domain, ensuring that all documents produced adhere to company standards.

Templafy excels in growing with your business, particularly from the perspective of user access and document template management. As your organization expands, adding new users and managing an increasingly diverse portfolio of document templates become straightforward tasks, thanks to Templafy’s cloud-based infrastructure and user-friendly administration interface.

As businesses navigate through an increasingly complex regulatory landscape and face growing cybersecurity threats, the ability of a document management system (DMS) to ensure the security of sensitive information and facilitate compliance with industry standards is more critical than ever.

Document Security and Compliance: Safeguarding Your Business Assets

The strength of a DMS in protecting documents and aiding organizations in meeting compliance requirements can significantly impact risk management and operational credibility.

M-Files: Fortified Security with a Focus on Compliance

M-Files takes document security seriously, employing robust measures such as advanced encryption for data at rest and in transit, dynamic permissions for access control, and detailed audit trails for monitoring document interactions. This comprehensive security framework ensures that sensitive information is safeguarded against unauthorized access, providing peace of mind to businesses and their clients.

M-Files excels in facilitating compliance with a wide range of regulatory standards and industry-specific requirements. Its ability to automate record-keeping and retention policies not only simplifies compliance efforts but also reduces the risk of penalties associated with non-compliance. M-Files offers specialized solutions for various industries, including finance, healthcare, and manufacturing, making it a versatile tool for businesses facing complex compliance landscapes.

Templafy: Streamlining Security in Document Creation

Templafy focuses on securing the document creation process, ensuring that all documents produced adhere to company policies and are protected from inception. While its security measures are robust, including rights management and secure template sharing, Templafy’s approach is more centered on the prevention of issues related to document misuse and inconsistency rather than on broad cybersecurity threats.

Templafy aids organizations in maintaining compliance through controlled document templates and content. By ensuring that all documents are created using approved templates that meet legal and branding requirements, Templafy helps prevent compliance breaches related to document content. While it offers strong support for compliance in document creation, Templafy may need to be complemented with other tools for comprehensive compliance management in areas such as data protection and privacy.

In a world where data breaches and compliance failures can lead to significant financial penalties and damage to reputation, the ability of a document management system to protect sensitive information and adhere to regulatory standards is paramount.

Security and Compliance: Safeguarding Your Business Assets

The robustness of a DMS’s security features and its capacity to ensure compliance with legal and industry standards can significantly impact an organization’s risk management strategy and its ability to protect client and business data.

M-Files: A Fortress of Data Protection

M-Files offers a comprehensive suite of security features designed to protect sensitive information from unauthorized access and potential breaches. This includes advanced encryption for data at rest and in transit, dynamic permissions that can be tailored to specific roles within the organization, and extensive auditing capabilities to track document access and modifications. M-Files’ security measures are built to safeguard your data across every facet of the document management process.

Beyond its security offerings, M-Files shines in the realm of compliance management. It is equipped with tools to help businesses adhere to a wide range of regulatory requirements and standards, such as GDPR, HIPAA, and various ISO certifications. With features that automate retention policies, ensure proper document classification, and facilitate easy retrieval for audits, M-Files positions itself as a leader in compliance management, reducing the risk of non-compliance penalties for businesses.

Templafy: Streamlining Compliance in Document Creation

Templafy also places a high emphasis on data security, utilizing encryption and secure cloud storage to protect documents and data. While its security features ensure the safe management of documents, Templafy’s approach is particularly focused on securing the document creation process, ensuring that all documents produced are automatically compliant with company standards and policies.

Templafy’s strength in compliance lies in its ability to enforce consistency and accuracy across all company documents, significantly reducing the risk of compliance failures related to incorrect or outdated content. By automating the inclusion of the latest legal disclaimers, branding guidelines, and regulatory information in documents, Templafy simplifies compliance in document production, making it an invaluable tool for marketing teams and compliance officers alike.



M-Files price


Templafy price


In summing up our detailed exploration of M-Files and Templafy, it’s clear that both document management systems offer distinct advantages tailored to meet diverse organizational needs, from integration capabilities and user experience to customization, scalability, and crucially, security and compliance.

M-Files excels as a comprehensive solution designed for organizations seeking deep customization and robust security and compliance features. Its strength lies in its metadata-driven approach, offering unparalleled organization, searchability, and control over documents. This makes M-Files a perfect match for businesses with complex document management needs, requiring a secure, scalable, and compliance-ready platform.

Templafy, on the other hand, specializes in streamlining document creation and ensuring brand consistency across all company documents. It stands out for its user-friendly approach and integration with everyday productivity tools, making it an ideal choice for teams prioritizing efficiency in document production and compliance with brand standards. Templafy’s focus on automating the inclusion of the latest compliance and brand elements in documents simplifies maintaining accuracy and integrity, particularly for marketing and compliance departments.

Read Next:

author avatar
Abir Das
Abir Das is a seasoned writer with a Bachelor's in Technology, specializing in insightful reviews and comparisons of business software. His expertise lies in dissecting complex software tools, helping readers navigate the evolving landscape of business technologies.
Scroll to Top