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Necessary user requirements to have when opening a M-Files URL

Last updated on 20 June 2022

Admin
M-Files Desktop

Overview

This document describes what object permissions and M-Files settings the user must have to successfully open a M-Files URL.
 

Symptoms

User might get the following error message saying, "Opening the URL failed" and "Object was not found".

 

Solution

Check user reading rights:

  1. Navigate to the metadata card of the linked object
  2. Click Object Permissions (lock icon) on the lower left corner of the metadata card
  3. On Permissions window look for Effective permissions (bottom section)  
  4. Check that user has Read permission ticked
 

Check that user has document vault connection to the linked object's document vault:

  1. On user's PC, Right click M-Files icon on the Windows notification area on the lower right corner (icon might be hidden behind an arrow)
  2. Click Settings > M-Files Desktop Settings
  3. Check that necessary document vault is listed in Document Vault Connections
  4. Select the necessary document vault and click Test Connection to Document Vault
  5. If the test connection failed, double check the Vault Connection properties.
 

Check if M-Files Desktop Client is on Offline mode

M-Files URL won't work if Document Vault Connection is properly configured, but M-Files Desktop Client is set to Offline mode. M-Files Desktop Client can be set to Online mode by clicking on user name in M-Files Desktop Client and selecting "Go Online".
 

Reference Documents

M-Files User Guide

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