Document Management Module

Why FormKiQ - Overview

FormKiQ vs. Off-the-Shelf Software and Less Flexible SaaS When is FormKiQ a better choice than Off-the-Shelf Software and Less Flexible SaaS?

FormKiQ vs. Building It Yourself How does FormKiQ save time over custom in-house solutions?

Use Cases FormKiQ works for small and large workflows, across all verticals and industries.

FormKiQ For Teams Find out how FormKiQ can work for your team

FormKiQ For Industries Discover the advantages FormKiQ can bring to your industry

Use Cases

Document Management Module Integrate all of the required functionality of a document management system into an existing software solution

Job Application Form Receive applications, including cover letter and resume attachments, and import into an existing HR Management System

Legal Discovery Tool Find information quickly by combining full-text search with AI-powered document classification

Icon: Digital Document Processing Service

The Paperless Office: Digital Document Processing Collect, process, and store paper and digital documents, allowing for archival, integration, and future recall

Product Leasing System Process client lease applications, including a credit check and approval workflow

For Teams

Company-Wide Break down the silos in your organization with a centralized control center for documents, ready for integration with any and all systems

Engineering and Product Reduce development time and agony with battle-tested components for your applications

Finance and Accounting Process paper and electronic invoices and receipts, ready for integration with your important systems

HR and Recruiting Build and support your people across the organization by integrating with your essential tools

IT and InfoSec Provision a secure document store with the encryption and controls needed for compliance and protection

For Industries

Accounting, Financial Services, and FinTech Standardize financial documents, metadata, and workflows across systems, teams, auditors, and clients

Education, Training, and EdTech Integrate Learning Management Systems with other essential applications and tools

Icon: Healthcare, Life Sciences, and MedTech

Healthcare, Life Sciences, and MedTech Combine secure and compliant records management with laboratory information management systems

Law Practices and Legal Services Ensure efficient legal discovery and case management

Tech Startups Build robust document management functionality into your disruptive product

Using our free and open source version of FormKiQ, you can include the core functionality of a document management system in an application

Note: while this example uses FormKiQ Core, an Enterprise version could include additional functionality, such as intelligent document processing or the eSignature Integration module.

FormKiQ Use Case: Document Management Module

Workflow Steps:

Internal and external users sign into the existing software application and upload or create and edit various types of documents.
Using the existing authentication system within the application, the documents are added to FormKiQ using the Document API; this can be integrated using JWT tokens or authentication cookies. [ Learn more about the FormKiQ Document API ]
FormKiQ processes the documents as they are submitted, creating metadata that can be used for searching and retrieving the documents.
Internal and external users access the documents as needed using new client-side functionality added to the existing software application, powered by the FormKiQ Document API.

Why FormKiQ?

Why FormKiQ - Overview

Use Cases

For Teams

For Industries

Resources

Learning Center

Document Management Module

Integrate all of the required functionality of a document management system into an existing software solution.

Using our free and open source version of FormKiQ, you can include the core functionality of a document management system in an application

Try FormKiQ Core today

Get Started with FormKiQ Essentials

FormKiQ Advanced and Enterprise