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)
Try FormKiQ Core today
Get started with FormKiQ through our core offering, which is free forever.