API-First ERP Integration
Connect FormKiQ to SAP, Oracle, Microsoft Dynamics, or other ERP platforms using REST APIs and event-driven workflows.
ERP Document Management on AWS
ERP Document Management for Archives, Attachments, and Search
Connect invoices, purchase orders, shipping records, certificates, workpapers, and supporting documents to ERP transactions with API-driven integration, metadata, retention, and audit trails.
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View ERP Document Management Guide
45-minute consultation · Problem-focused discussion · No commitment
Documents Tied to Business Objects
Link invoices, POs, delivery records, certificates, contracts, and supporting files to ERP transactions and entities.
Retention Aligned to ERP Lifecycle
Apply retention, access, and audit rules based on document type, transaction status, business unit, or record lifecycle.
FormKiQ connects documents, metadata, search, and APIs so ERP records and supporting documents stay searchable, governed, and connected.
What ERP Documents Can Be Managed
Common ERP-Connected Documents
Invoices and credit notes
Purchase orders and requisitions
Shipping and delivery records
Bills of lading
Certificates and compliance documents
Vendor and supplier records
Contracts and statements of work
Payment and remittance support
Tax and audit support files
Legacy ERP archive documents
FormKiQ can organize ERP-related documents with configurable metadata, document relationships, APIs, and retention rules.
What FormKiQ Helps Connect
Transactions
Connect documents to invoices, purchase orders, shipments, projects, or other ERP records.
Metadata
Capture ERP IDs, vendors, dates, amounts, regions, statuses, and document types.
Search
Find documents by ERP reference, metadata, full text, or business context.
Workflows
Route documents for review, approval, exception handling, or downstream updates.
Retention
Apply rules based on document type, transaction lifecycle, or policy.
Audit
Track access, updates, workflow actions, and document history.
Built for ERP-Connected Document Operations
ERP documents should not live in disconnected folders or email attachments. Teams need to find the right supporting document from the ERP context, preserve it with the right metadata, control access, apply retention rules, and prove what happened to it over time. FormKiQ provides a governed document layer that can connect to ERP records through APIs and metadata-driven workflows.
API-driven document upload and retrieval
ERP transaction and business-object references
Configurable metadata schemas
Full-text and metadata search
Document relationships and supporting files
Retention, access control, and audit history
More Than ERP Attachments
| Basic ERP Attachments | FormKiQ ERP Document Management |
|---|---|
| Documents attached one record at a time | Documents can be managed with metadata, relationships, workflows, and APIs |
| Search limited to ERP context or filename | Search by ERP reference, metadata, full text, document type, or status |
| Retention often handled outside the ERP | Retention rules can be applied by document type, policy, or lifecycle |
| Audit history may be fragmented | Document access, updates, workflows, and deletion events can be tracked |
| Integration depends on manual uploads | APIs and event-driven workflows can support automated ingestion and retrieval |
FormKiQ complements ERP systems by managing the document layer around transactions, attachments, metadata, retention, search, and audit history.
API-First Integration Pattern
FormKiQ is API-first, so ERP systems, integration middleware, portals, and internal applications can create, retrieve, search, tag, and govern documents programmatically. This allows documents to stay connected to ERP transactions without forcing users to manage files manually.
REST APIs for document operations
Metadata and tagging APIs
Search and retrieval APIs
Workflow and automation triggers
Event-driven integration patterns
Support for custom ERP object references
Search, Retention, and Audit for ERP Records
ERP-related documents often need to be retrieved years after the transaction occurred. FormKiQ supports searchable metadata, full-text indexing, retention rules, access controls, and audit history so teams can find and govern the documents behind ERP records.
Search by ERP ID, vendor, date, document type, or content
Retention by document type or lifecycle
Access control by team, role, or metadata
Audit history for views, downloads, updates, and deletion
Support for compliance, finance, operations, and procurement review
Designed for Your AWS Environment
FormKiQ deploys into your AWS account, giving your organization control over infrastructure, region selection, access policies, encryption, audit logging, integrations, and processing boundaries.
What We Cover on the Call
In a 45-minute consultation, we can review your ERP document workflows, integration requirements, transaction references, metadata model, search needs, retention rules, AWS environment, and whether FormKiQ is a fit.
ERP systems and integration points
Document types and business-object relationships
Metadata and search requirements
Upload, retrieval, and archive workflows
Retention, access control, and audit needs
Deployment model and next steps
See how FormKiQ connects document management with your ERP
Discuss your ERP document types, transaction references, search requirements, retention policies, audit needs, and AWS deployment model.
45-minute consultation · Problem-focused discussion · No commitment