In October 2026, we will introduce a new DMS DropForm for customers using our DMS Connector to connect their ERP solution Business Central with the document management platforms M-Files or SharePoint. This update modernizes the user interface while creating the technical foundation for future enhancements. At the same time, the familiar workflows remain unchanged.
For users, this means there is no need to adapt daily processes, while benefiting from significantly improved search, filtering, and document display capabilities.
One of the most common questions can be answered right away: your existing workflows will not change.
All familiar functions remain available, and existing standard groupings will be automatically transferred. No additional configuration is required for standard use cases.
The new DropForm offers numerous enhancements for working with documents and information:
Especially when working with extensive document repositories, information can be found and evaluated faster than before.
One of the most significant enhancements is the ability to display additional metadata fields directly within the DropForm.
This allows users to view important information directly from the document overview without opening the document card. The result is fewer clicks and a more efficient user experience. Administrators can individually define which information should be displayed.
Additional grouping levels can now be configured to organize documents even more effectively.
Existing standard groupings remain available. If required, administrators can create additional customized groupings for different business scenarios.
With the rollout, the document preview will also be integrated directly into the document card.
Users can view document content and metadata simultaneously without first downloading the document or opening it in a separate application.
Benefits:
A document preview will also be available when creating new document records.
The document content is displayed alongside the metadata card, making it easier to capture information and verify documents during the upload process.
Benefits:
The new DropForm will be available in both German and English. No additional costs will be incurred for its use.
The rollout will begin gradually on October 19, 2026. All affected customers will be informed in advance and will receive updated documentation covering the new features and configuration options.
If you have any questions, please contact your usual point of contact or the TSO-DATA support team.
TSO-DATA
Andreas Blom
+49 (641) 13 95-84
m-files[at]tso[dot]de
