How FormKiQ Handles the Four Essential Functions of Document Management
1. Document Collection and Storage Securely collect, store, and ingest documents from any source
FormKiQ provides scalable document storage deployed in your own AWS account, with multiple ingestion methods and governance controls from the point of collection:
- Scalable Document Storage Built on Amazon S3 and DynamoDB — your infrastructure, your encryption, no shared storage
- Bulk Document Upload and Transfer FormKiQ CLI for high-speed bulk upload and migration (Advanced and Enterprise); Secure File Transfer Gateway for ongoing automated transfer via SFTP
- Enhanced Forms and Form Builder Currently in preview for FormKiQ Advanced and Enterprise — structured online forms connected directly to document intake workflows
- Inbound Webhooks Open and authenticated webhook endpoints for document intake from external services, SaaS platforms, and automation tools
- Document Deeplinks Persistent, governed references to FormKiQ documents from external systems — with metadata enrichment and access control preserved
- AWS Command Line Interface Access Direct CLI access to all underlying AWS resources — S3, DynamoDB, Lambda, CloudFormation — for infrastructure management, security tooling, and disaster recovery
- Full Document Encryption Encryption in transit and at rest across all platform components, with Standard KMS, Custom KMS Key Store, and AWS CloudHSM options (Essentials, Advanced, and Enterprise)
- Document Archiving and Lifecycle Management Retention schedules, disposition rules, legal holds, check-out/check-in, document lifecycle stages, and S3 storage tier transitions (Essentials, Advanced, and Enterprise)
- Document Gateways Structured ingestion from Microsoft Office/SharePoint, Google Drive/Workspace, Email, Secure File Transfer, Document Scanning, and Cloud Storage (Advanced and Enterprise)
- Custom Integration Development Standalone API integrations or FormKiQ module components for source systems not covered by standard gateways (Advanced and Enterprise)
2. Document Organization and Classification Classify, structure, and govern documents at scale
FormKiQ provides a flexible, governed metadata model that supports everything from manual classification through AI-driven automation:
- Document Metadata Management Unlimited custom metadata attributes per document, full CRUD through the Document API and Console, direct DynamoDB access for advanced use cases
- Document Classification Schemas Required and optional attributes, default values, validation rules enforced via AWS Lambda, and Composite Keys for efficient multi-attribute search
- AI-Powered Document Classification and Extraction Document type classification, content sensitivity classification (PII/PHI detection), and metadata extraction — powered by Amazon Bedrock within your AWS account (Advanced and Enterprise Add-On)
- Multi-Team and Multi-Tenant Document Management Site ID model providing complete document isolation per team, department, or customer tenant — with Amazon Cognito for identity and access management across sites
3. Document Processing and Transformation Automate, protect, and transform documents through their lifecycle
FormKiQ provides a processing and transformation layer from document events and OCR through to AI-driven analysis and generation:
- Document Events Real-time SNS notifications on document creation, update, and deletion — triggering actions within AWS or to external workflows
- Document Actions and Workflows Document Actions for discrete processing steps (all editions); Document Workflows for structured multi-step automation with conditions, branching, and approval gates (Essentials, Advanced, and Enterprise)
- Outbound Webhooks Webhook triggers from Document Events and Document Actions to external services
- Document OCR Processing Optical character recognition using Tesseract or Amazon Textract, producing searchable text, table data, and form key/value pairs
- Amazon EventBridge Integration Customizable event sharing across AWS services for event-driven architectures (Essentials, Advanced, and Enterprise)
- Document Anti-Virus and Anti-Malware Protection ClamAV scanning of inbound documents via AWS Lambda (Essentials, Advanced, and Enterprise)
- Document Versioning and Change Tracking Complete version history using Amazon S3 Versioning and DynamoDB (Essentials, Advanced, and Enterprise)
- Document Generation Template-driven document production for contracts, notices, and governed outputs in PDF and Word formats — view module
- AI-Powered Document Processing and Transformation Document summarization, structured analysis, AI content generation, and vision/multi-modal processing — powered by Amazon Bedrock within your AWS account — view module
4. Document Discovery, Presentation, and Integration Find, surface, and connect documents across your organization
FormKiQ provides search, discovery, and integration capabilities that connect document workflows to the systems and people that depend on them:
- Document Search Metadata attribute, date, and document ID search via Amazon DynamoDB — available across all editions
- Enhanced Full-Text Search Full-text search with relevance tuning, faceted filtering, and metadata-aware queries powered by Amazon OpenSearch — view module
- KnowledgeBase Natural language queries across your governed document collection using retrieval-augmented generation — powered by Amazon Bedrock within your AWS account — view module
- eSignature Integration Controlled signature workflows supporting DocuSign and Adobe Sign via BYOL — view module
- Document Gateways Structured connectivity from Microsoft Office/SharePoint, Google Drive/Workspace, Email, Secure File Transfer, Document Scanning, and Cloud Storage — view gateways
- Integration Frameworks Structured integration with ERP, CRM, HRIS, Case Management, and custom line-of-business applications — view frameworks
- Custom Application Integration Direct FormKiQ Document API integration for custom applications; AWS AppSync for GraphQL-based access patterns
- Automation Platform Integration Data import/export and workflow integration with Microsoft Power Automate, Zapier, and similar tools via webhooks and the Document API
EXTRA: FormKiQ's Document API and Document Console Full programmatic access and a governed document management interface across every FormKiQ capability
Every FormKiQ feature is accessible through both the Document API and the Document Console — providing complete flexibility for integration, automation, and operational use:
- Scalable serverless API and Console built on AWS
- RESTful API authenticated via AWS IAM, API Key, or Amazon Cognito
- Mobile-friendly web-based Document Console with a complete document management interface
- Both the Document API and Document Console are open source and can be forked, cloned, and customized
- Custom API and Console Domains (Add-On — Advanced and Enterprise)
- Single Sign-On, Federation, and Custom JWT Authorizer AD FS, OpenID, Social Logins, or SAML (Add-On — Advanced and Enterprise)
