Membership Tracking Program Integration

Unified access to class and member documents

No duplicate records across systems

Automatic syncing between MTP and M-Files

Metadata simplifies workflows and reduces errors

Seamless Document Management

The integration of MTP with M-Files connects training and membership management with document storage and retrieval, ensuring seamless workflows. This integration simplifies how trading unions access and manage documents related to members, classes, and courses.

Automatic Document Linking

In MTP, documents are restricted to being linked either to a member or a class, which limits accessibility. With M-Files integration, documents added to a training class are automatically linked to both the class and its participating members, simplifying document management. M-Files unified search allows users to find all documents linked to a member or class from a single search.

Bi-Directional Synchronization

Documents saved in M-Files are instantly synced to MTP, maintaining proper folder structures and database entries for real-time updates. This synchronization ensures consistent and accurate information across both MTP and M-Files, keeping data up to date and reliable.

OCR-Enhanced Searchability

OCR technology in M-Files converts documents into searchable formats, enabling full-text search capabilities for improved search efficiency. Additionally, OCR optimizes file storage by reducing file sizes while preserving content quality, enhancing overall system performance.

Metadata-Driven Workflows

Automated Classification

Documents uploaded to M-Files and classified as "Course Resource" are automatically linked to the relevant class in MTP, streamlining resource management. Workflow transitions, such as moving from "Edit Course Document" to "Upload Resource," ensure that documents are ready for publishing in MTP, facilitating a smooth and efficient process.

Web URL Accessibility

Documents in MTP are made easily accessible by linking them to specific sections via direct web URLs. This functionality allows users to access the documents directly through their browser, bypassing the need to navigate through complex system interfaces. By simply clicking the URL, users can be taken straight to the relevant section of the document in MTP, improving efficiency and reducing time spent searching for information. This feature ensures quick and seamless access to important resources, enhancing user experience and workflow productivity.

Automated Classification

Web URL Accessibility

Operational Efficiency and Flexibility

Simplified Processes

Users can easily upload documents to M-Files using a drag-and-drop interface, minimizing manual effort and speeding up the process. Automated metadata population ensures that documents are accurately categorized, streamlining resource management and reducing the risk of misclassification. This integration of ease-of-use and automation enhances operational efficiency while maintaining data integrity.

Scalable Deployment

The integration is designed to support large-scale operations, adapting to expanding data and user requirements as the system grows. Its robust system architecture ensures efficient performance, even during peak usage, enabling seamless handling of high volumes without compromising speed or reliability.

Complete Traceability

Every operation within M-Files is meticulously tracked, ensuring comprehensive audit trails for compliance and accountability. Additionally, M-Files maintains a detailed version history of documents, recording all changes over time to provide transparency and facilitate easy retrieval of previous document versions when needed.

Security and Compliance

Enterprise-Level Security

Both MTP and M-Files prioritize the secure storage and transmission of sensitive data, offering robust protection against potential threats. Additionally, M-Files supports regulatory archiving requirements, assisting trading unions in meeting compliance standards by ensuring proper document retention and accessibility in line with industry regulations.

Centralized Workflow Management

The integration enables multi-location operations to function under a unified framework, ensuring consistent document and membership control across all locations. This streamlined approach simplifies processes, enhances coordination, and reduces the complexity of managing resources and memberships across distributed environments.