FormKiQ Essentials: Document Management for Security, Compliance, and Automation, with Expert Support

Document management with essential security, single sign-on, and automated workflows - plus expert installation and operational support

FormKiQ Essentials is designed to provide a document management system for one or more critical workloads

FormKiQ Essentials combines FormKiQ Core with additional document management functionality. FormKiQ Essentials runs as serverless infrastructure, meaning that you generally pay only for at-rest storage and for when the system is used. We also offer cloud management services to help you manage your cloud account effectively and securely.

FormKiQ Document Management System: Editions and Add-On Modules

FormKiQ Document Management System: Editions and Add-On Modules

At A Glance:

  • Production-Ready from Day One: Get enterprise-grade document management with professional installation support, operational assistance, and guaranteed SLAs—perfect for mission-critical business workflows.
  • Enhanced Security & Compliance: Built-in single sign-on, advanced access controls, and compliance-ready features ensure your documents meet regulatory requirements while maintaining seamless user access.
  • Intelligent Document Processing: Automated OCR, workflow automation, and document versioning transform manual processes into streamlined digital operations that save time and reduce errors.
  • Expert Support When You Need It: Professional onboarding and ongoing operational support ensure smooth deployment and reliable performance for your critical workloads.
  • Cost-Effective Serverless Architecture: Pay only for storage and actual usage with AWS serverless infrastructure, delivering enterprise capabilities without the overhead of traditional document management systems.
  • Seamless Integration & Scalability: Built on FormKiQ Core's proven foundation with enhanced features that grow with your organization, supporting everything from departmental workflows to enterprise-wide document management.
  • Balanced Power & Simplicity: Get advanced document management capabilities without complexity—designed for organizations that need more than basic storage but want straightforward, reliable operation.

FormKiQ Essentials 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 (using FormKiQ Essentials, Advanced, or Enterprise)
  • Outbound Webhooks
  • Document Anti-Virus and Anti-Malware Scanning and Protection (using FormKiQ Essentials, Advanced, or Enterprise)
  • 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.