How FormKiQ Handles the Four Essential Functions of Document Management

DMS Document Collection and Storage Icon

1. Document Collection and Storage Easily collect documents, forms, and records

FormKiQ Core, Pro, and Enterprise provide secure and scaleable storage, along with multiple methods for adding and updating documents:

  • Scaleable Document Storage and Bulk Upload Functionality
  • FormKiQ Forms (includes a Form Builder, currently under preview for FormKiQ Pro/Enterprise customers)
  • HTML Web Forms (Client SDK available)
  • AWS Command Line Interface
  • Inbound Webhooks for Document Creation
  • Deeplinks to reference and interact with documents seamlessly across other systems, enabling quick access and integration without duplication
  • Sync with Network Shares and Fileservers (using FormKiQ Pro / Enterprise)
  • Email and Document Scanning (using a FormKiQ Add-On Module)
  • Import Documents from MS Office, SharePoint, or Google Workspace / Google Drive (using a FormKiQ Add-On Module)
  • Import from Various Third-Party Tools
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DMS Document Organization and Classification Icon

2. Document Organization and Classification Quickly organize documents, forms, and records

FormKiQ Core, Pro, and Enterprise provide multiple features for organizing and classifying documents:

  • Add, Edit, and Remove Document Metadata using API, Console, or Client SDK
  • Add Metadata to Incoming Documents, including Web Forms and Scanned Documents
  • Use AI to Intelligently Create Document Metadata Based on Content
  • Add Relationships between Documents, to enable attachments, appendices, and renditions
  • Implement Parent and Child Document Structures
  • Create Sub-Organizations or Teams for Multi-Team and Multi-Tenant Document Management
  • Enable Document Classification Schemas to specify required and optional attributes and create efficient search patterns
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DMS Document Processing and Transformation Icon

3. Document Processing and Transformation Efficiently process documents, forms, and records

FormKiQ Core, Pro, and Enterprise allow an endless array of document processing options:

  • Trigger Document Events (whenever a document is created, updated, or deleted)
  • Build Custom Administration Functionality to meet Customer and Compliance Needs
  • Convert Scanned Paperwork into Digitized Records, Contracts, and Forms
  • Integrate Import and Export Flows
  • Customize Document Workflows with Document Actions
  • Enhance and Understand Documents with Optical Character Recognition (OCR)
  • Share Customizable Events via Amazon EventBridge (using FormKiQ Pro and Enterprise)
  • Protect Documents with Anti-Virus and Anti-Malware Scanning (using FormKiQ Pro and Enterprise)
  • Track Changes with Document Versioning, for Document Control (using FormKiQ Pro and Enterprise)
  • Generate documents by combining data sources with document templates (using a FormKiQ Add-On Module)
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DMS Document Discovery, Presentation, and Integration Icon

4. Document Discovery, Presentation, and Integration Effectively view and integrate documents, forms, and records

FormKiQ Core, Pro, and Enterprise provide connectivity into your organization's processes and tools, including:

  • Search by Metadata, Date, or Document ID
  • Create Composite Keys for More Efficient Tag Searches
  • Use Enhanced Document Search (including Fulltext Search) with OpenSearch (using a FormKiQ Add-On Module)
  • E-Signature Integration (using DocuSign, Adobe Sign, or other providers) (using a FormKiQ Add-On Module)
  • Full integration with MS Office Online, Google Workspace, and/or Microsoft SharePoint using FormKiQ Document Gateways (using FormKiQ Add-On Modules)
  • Document Import/Export with services like Dropbox and Box.com
  • Data Import/Export with webhooks and services like Zapier, Automate.io, and Microsoft Power Automate
  • Content Integration with services like Notion, Confluence, Trello, and Jira
  • CRM Integration with services like Salesforce, HubSpot, and Zoho
  • Integration with Custom Applications using the FormKiQ Document API or GraphQL using AWS AppSync
  • Industry-specific Integrations, such as Case Management, Health Records Management, or Financial Software Packages
  • Easy access to 200+ services within AWS
  • Customize Workflows with Add-On Integrations for Third-Party Services (such as credit checks or CRM integration; using FormKiQ Custom Modules)
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FormKiQ's API and Console Super Powers Icon

Plus FormKiQ's Super Powers: Full Flexibility and Customization with FormKiQ's API and Console Meet all of your programmability and client interface requirements for an electronic document management system (EDMS)

FormKiQ Core, Pro, and Enterprise use their open-source Document API and Document Console provide a turn-key EDMS solution with complete flexibility:

  • Scaleable API and Console components built using AWS Serverless
  • RESTful API that can be authenticated via AWS IAM or Amazon Cognito
  • Mobile-Friendly Web-Based Document Console with a complete Enterprise Content Management / Document Management System Interface
  • Every Feature Accessible through both the Document API and the Document Console
  • Both the Document API and the Document Console are Open Source and can be forked, cloned, and customized
  • Custom API and Console Domains (using a FormKiQ Add-On Module)
  • Single Sign-On, Federation, and Custom JWT Authorizer using AD FS, OpenID, Social Logins, or SAML (using a FormKiQ Add-On Module)
FormKiQ's API and Console Super Powers Graphic