Document management that deploys directly to your AWS account.
Includes intelligent document processing, multi-tenant support, document search, and a comprehensive API — with complete source code for unlimited customization.
Includes:
- Document Events using Amazon SNS
- Scalable Document Storage
- Document API and Web Console
- Document Search (both Metadata and Fulltext)
- Document Classification and Schemas for Validation
- Optical Character Recognition (OCR) using Tesseract
- Document Actions and Inbound/Outbound Webhooks
- Multi-Team and Multi-Tenant Functionality
- Access to 200+ AWS services
- 100% Open Source, Community-Driven
- Full freedom to use, customize, and distribute
Document management with essential security, single sign-on, and automated workflows - plus expert installation and operational support.
Builds on FormKiQ Core with enhanced OCR, encryption, and document controls.
Includes all of Core, plus:
- Installation and Onboarding Support
- Professional Operational Support (two business day SLA via FormKiQ Support Portal)
- Single Sign-On using any SAML Provider, including Microsoft Entra, Google IdP, and Auth0
- Custom Domains for APIs and Console
- Workflows, Queues, and Rulesets
- Antivirus and Anti-Malware Scanning
- Encryption (both in-transit and at-rest)
- Document Control and Versioning
- OCR and IDP with AWS Textract and Custom Mappings
Extensible document and information management for growing operations — with modules, compliance controls, and security reporting.
Builds on FormKiQ Essentials with access to modules, enhanced support, and available compliance and infrastructure reporting for regulated deployments.
Includes all of Essentials, plus:
- Professional Operational Support with Private Slack Channel and Videoconferencing
- Add-On Capability Extension Modules (AI Processing and Analysis, Document Generation, eSignature Integration, Enhanced Full-Text Search, KnowledgeBase)
- Add-On Document Gateway Modules (Microsoft Office / SharePoint, Google Drive / Workspace, Email, Secure File Transfer, Scan and Capture, Cloud)
- Prioritized Bug Fixes
- Add-On Professional Services
- Add-On Document and Metadata Migration Services
- Add-On Cloud Management Services
- Flexible Multi-Instance and Multi-Region Licensing
- Both Proof-of-Value and Production Cloud Deployments Available
- Customized Solution and Quote Available
Governed enterprise document and information management for regulated industries, multi-region programs, and OEM and partner deployments.
Builds on FormKiQ Advanced with strategic architecture support, full compliance documentation, and flexible licensing options.
Includes all of Advanced, plus:
- Architecture Review Sessions
- Custom Integration Planning and Support
- System Health Assessments
- Best Practices Consulting
- Custom Backup and DR Planning
- Custom Compliance Documentation Support
- Early Access to New Features
- Roadmap Consultations
- FormKiQ Partner, OEM, and Reseller Licensing Available
- Conditional source code licensing available for qualified enterprise scenarios
- Both Proof-of-Value and Production Cloud Deployments Available
- Customized Solution and Quote Available
What's Included — Full Feature Comparison
| Document Management Feature | ||||||||
|---|---|---|---|---|---|---|---|---|
| Scaleable Document Storage using Amazon S3 and DynamoDB | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
Included
|
| Bulk Document Upload Functionality using Amazon S3 and AWS CLI | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
Included
|
| FormKiQ Document API using Amazon Cognito JWT, API Keys, and AWS IAM | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
Included
|
| FormKiQ Document Console using Amazon CloudFront and the FormKiQ API | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
Included
|
| Document Search using Amazon DynamoDB | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
Included
|
| Document Deeplinks to reference and interact with documents seamlessly across other systems | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
Included
|
| Document Optical Character Recognition (OCR) using Tesseract, with Amazon Textract available with Essentials, Advanced, and Enterprise | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
Included
|
| Basic Fulltext Document Search using Typesense | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
Included
|
| Document Events using Amazon SNS | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
Included
|
| Multi-Team and Multi-Tenant Support | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
Included
|
| Document Actions customizable actions that can be run consecutively | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
Included
|
| Document Classification Schemas organizing documents, as well as enabling validation rules and search patterns | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
Included
|
| Inbound Webhooks | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
Included
|
| Outbound Webhooks | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
Included
|
| Enhanced Forms and Form Builder |
Currently in Preview
|
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| FormKiQ CLI bulk document upload, migration, and administrative management from the command line | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
||
| Document Workflows Automate document processing and transformation, including approval workflows, condition sets, and integration with other systems | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
|
| Document Anti-Virus and Anti-Malware Scanning and Protection using AWS Lambda and ClamAV | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
|
| Document Control and Versioning Module using Amazon S3 Versions | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
|
| Full Document Encryption Module (using AWS Key Management Service and other AWS services for complete encryption while in transit and at rest) | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
|
| Single Sign-On and Custom JWT Authorizer (including Microsoft Active Directory, Google Workspace, and Auth0) | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
|
| Document Archiving and Lifecycle Management Retention, Disposition, Check-Outs, Legal Holds, Archiving, and Document Lifecycles | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
|
| Custom Domains for APIs and Console, including Private DNS to safeguard document APIs | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
|
| Installation and On-Boarding Support | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
|
| Professional Operational Support SLA of two business days, via the FormKiQ Support Portal | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
Included
|
|
| Professional Operational Support, Advanced and Enterprise SLA of two business days, via the FormKiQ Support Portal, Private Slack Channel, and Videoconferencing | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
||
| Rapid Response Operational Support SLA of eight business hours, via the FormKiQ Support Portal, Private Slack Channel, Videoconferencing, or Phone | Core | Essentials | Advanced | Enterprise |
Optional Add-On
|
Optional Add-On
|
||
| Prioritized Bug Fixes | Core | Essentials | Advanced | Enterprise |
Included
|
Included
|
||
| Enhanced Fulltext Document Search Module (using Amazon OpenSearch, formerly Elasticsearch) | Core | Essentials | Advanced | Enterprise |
Optional Add-On
|
Optional Add-On
|
||
| AI Processing and Analysis Module extraction, classification, summarization, and routing using Amazon Bedrock LLMs (Anthropic, Amazon Nova, and other models) | Core | Essentials | Advanced | Enterprise |
Optional Add-On
|
Optional Add-On
|
||
| Document Generation Module by combining templates and data sources; also includes document certificates | Core | Essentials | Advanced | Enterprise |
Optional Add-On
|
Optional Add-On
|
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| e-Signature Integration Module using DocuSign, Adobe Sign, or other providers | Core | Essentials | Advanced | Enterprise |
Optional Add-On
|
Optional Add-On
|
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| FormKiQ Document Gateways structured ingestion from Microsoft Office/SharePoint, Google Drive/Workspace, Email, Secure File Transfer, Document Scanning, and Cloud Storage | Core | Essentials | Advanced | Enterprise |
Optional Add-Ons
|
Optional Add-Ons
|
||
| Email Ingestion Gateway captures documents arriving by email with structured ingestion of attachments, metadata extraction, and configurable routing | Core | Essentials | Advanced | Enterprise |
Optional Add-On
|
Optional Add-On
|
||
| Secure File Transfer Gateway connects FormKiQ to SFTP and managed file transfer environments for structured ingestion of documents arriving from partners, agencies, and regulated counterparties | Core | Essentials | Advanced | Enterprise |
Optional Add-On
|
Optional Add-On
|
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| Integration Frameworks structured integration with ERP, CRM, HRIS, Case Management, and custom line-of-business applications | Core | Essentials | Advanced | Enterprise |
Optional Add-Ons
|
Optional Add-Ons
|
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| Additional Third-Party Integration Modules (examples: Mavro Imaging, Webiny Web CMS, Equifax Credit Check) | Core | Essentials | Advanced | Enterprise |
Optional Add-On
|
Optional Add-On
|
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| Custom Module Development and Professional Services | Core | Essentials | Advanced | Enterprise |
Optional Add-On
|
Optional Add-On
|
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| FormKiQ Partner / SaaS / OEM Licensing (for the resale and distribution of FormKiQ as part of a software product) | Core | Essentials | Advanced | Enterprise |
Optional Add-On
|
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| Deployment Options | ||||||||
| Customer-Managed AWS Deployment | Core | Essentials | Advanced | Enterprise | Yes | Yes | Yes | Yes |
| Hybrid Deployment non-production environments accessible to FormKiQ for implementation support; production remains fully customer-owned and operated | Core | Essentials | Advanced | Enterprise | Yes | Yes | ||
| Vendor-Managed (FormKiQ-Hosted) | Core | Essentials | Advanced | Enterprise | Yes | |||
| Proof-of-Value Deployment | Core | Essentials | Advanced | Enterprise | Yes | Yes | Yes | |
| Multi-Region Licensing | Core | Essentials | Advanced | Enterprise | Yes | Yes | Yes | |
| Multi-Instance Licensing | Core | Essentials | Advanced | Enterprise | Yes | Yes | Yes | |