FormKiQ Advanced: Enhanced Information and Workflow Management that Scales with Your Organization

Advanced enterprise content management (ECM) and business process management (BPM) platform with premium support and workflow automation

FormKiQ Advanced is designed to enable more customization, including additional support and access to FormKiQ's Add-On Modules.

FormKiQ Advanced builds on FormKiQ Essentials, with customizable modules.

FormKiQ Document Management System: Editions and Add-On Modules

FormKiQ Document Management System: Editions and Add-On Modules

At A Glance:

  • Maximum Customization Power: Access to FormKiQ's complete library of Add-On Modules enables unlimited workflow customization and industry-specific integrations that adapt to your unique business processes.
  • Intelligent Document Processing: Advanced OCR with data extraction, intelligent document analysis, and automated workflow triggers transform complex document handling into streamlined, error-free operations.
  • Enterprise-Scale Integration Hub: Seamlessly connect with 200+ AWS services, major CRM platforms, cloud storage providers, and custom applications through robust APIs and pre-built connectors.
  • Enhanced Search & Discovery: Powered by Amazon OpenSearch with fulltext capabilities, composite key searches, and advanced filtering—find any document instantly across massive document repositories.
  • Premium Support & Expertise: Dedicated professional support with faster SLAs, priority bug fixes, and access to FormKiQ's engineering team for complex customizations and integrations.
  • Future-Ready Architecture: Built on proven FormKiQ Essentials foundation with modular design that scales infinitely—add capabilities as your organization grows without system migrations.
  • Compliance & Security Ready: Advanced anti-virus protection, enhanced access controls, and industry-specific compliance modules ensure your document management meets the strictest regulatory requirements.

FormKiQ Advanced includes all of the following features:

Document Collection and Storage

  • Scaleable Document Storage
  • Bulk Document Upload Functionality
  • FormKiQ JavaScript Client SDK, for HTML Web Forms and other front-end applications
  • Inbound Webhooks for Document Creation
  • AWS Command Line Interface
  • Full Document Encryption (standard FormKiQ Essentials, Advanced, and Enterprise functionality)

Document Organization and Classification

  • Add, Edit, and Remove Tags and Document Metadata using API, Console, or Client SDK
  • Create Parent and Child Document Structures to create Nested Documents
  • Create Sub-Organizations or Teams for Multi-Team and Multi-Tenant Document Management
  • Enable Classification Schemas to specify Required and Optional Tags

Document Processing and Transformation

  • Trigger Document Events
  • Build Custom Application and 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
  • Outbound Webhooks
  • Document Anti-Virus and Anti-Malware Scanning and Protection (standard FormKiQ Essentials, Advanced, and Enterprise functionality)
  • Document Optical Character Recognition (OCR)

Document Discovery, Presentation, and Integration

  • Document Search using Tag, Date, or Document ID
  • Composite Keys for More Efficient Tag Searches
  • Basic Fulltext Search
  • Data Import and Export with webhooks and services like Zapier, Automate.io, and Microsoft Power Automate
  • Document Import and Export with services like Google Drive, Dropbox, and Microsoft SharePoint and OneDrive
  • 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
  • Outbound Webhooks

FormKiQ's Super Powers: the Document API & the Document Console

  • FormKiQ Document API
  • FormKiQ Document Console

Enterprise Professional Support, Services, and Licensing

  • Installation and On-Boarding Support
  • Prioritized Bug Fixes
  • Professional Operational Support (SLA of two business days, via email)
  • All licenses and support are provided by FormKiQ, Inc., the legal entity and copyright holder of the software.