How FormKiQ Handles the Four Essential Functions of Document Management
1. Document Collection and Storage Easily collect documents, forms, and records
FormKiQ Core, Pro, and Enterprise provide secure and scaleable storage, along with multiple methods for adding and updating documents:
- Scaleable Document Storage and Bulk Upload Functionality
- HTML Web Forms (Client SDK available)
- AWS Command Line Interface
- Sync with Network Shares and Fileservers (using a FormKiQ Enterprise Add-On Module)
- Email and Document Scanning (using a FormKiQ Enterprise Add-On Module)
- Create MS Office Documents with ONLYOFFICE (using a FormKiQ Enterprise Add-On Module)
- Import from Various Third-Party Tools
2. Document Organization and Classification Quickly organize documents, forms, and records
FormKiQ Core, Pro, and Enterprise provide multiple features for organizing and classifying documents:
- Add, Update, and Remove Metadata and Tags
- Tag Incoming Web Forms or Scanned Documents
- View and Tag Documents
- Implement Parent and Child Document Structures
- Create Suborganizations and Teams
- Enable Tag Schemas to specify Required and Optional Tags (using FormKiQ Pro or FormKiQ Enterprise)
3. Document Processing and Transformation Efficiently process documents, forms, and records
FormKiQ Core, Pro, and Enterprise allow an endless array of document processing options:
- Trigger Document Events (whenever a document is created, updated, or deleted)
- Build Custom 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
- Protect Documents with Anti-Virus and Anti-Malware Scanning (using FormKiQ Pro or FormKiQ Enterprise)
- Track Changes with Document Versioning, for Document Control (using FormKiQ Pro or FormKiQ Enterprise)
- Enhance and Understand Documents with Optical Character Recognition (OCR) and Intelligent Document Analysis using Natural Language Processing (NLP) (using FormKiQ Pro or FormKiQ Enterprise)
4. Document Discovery, Presentation, and Integration Effectively view and integrate documents, forms, and records
FormKiQ Core, Pro, and Enterprise provide connectivity into your organization's processes and tools, including:
- Search by Tag, Date, or Document ID
- Create Composite Keys for More Efficient Tag Searches (using FormKiQ Pro or FormKiQ Enterprise)
- Use Advanced Document Search (including Fulltext Search) with OpenSearch (using a FormKiQ Enterprise Add-On Module)
- Integrate with an E-Signature service (such as DocuSign) (using a FormKiQ Enterprise Add-On Module)
- Data Import/Export with webhooks and services like Zapier, Automate.io, and Microsoft Power Automate
- Document Import/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
- Customize Workflows with Add-On Integrations for Third-Party Services (such as credit checks or CRM integration; using FormKiQ Enterprise Custom Modules)
Plus FormKiQ's Super Powers: Full Flexibility and Customization with FormKiQ's API and Console Meet all of your programmability and client interface requirements for an electronic document management system (EDMS)
FormKiQ Core, Pro, and Enterprise use their open-source Document API and Document Console provide a turn-key EDMS solution with complete flexibility:
- Scaleable API and Console components built using AWS Serverless
- RESTful API that can be authenticated via AWS IAM or Amazon Cognito
- Mobile-Friendly Web-Based Document Console with a complete Document Management System Interface
- Every Feature Accessible through both the Document API and the Document Console
- Both the Document API and the Document Console are Open Source and can be forked, cloned, and customized
- Custom API and Console Domains (using a FormKiQ Enterprise Add-On Module)
- Single Sign-On, Federation, and Custom JWT Authorizer using AD FS, OpenID, Social Logins, or SAML (using a FormKiQ Enterprise Add-On Module)
