Document Discovery, Presentation, and Integration

FormKiQ's model of flexibility-by-design allows unlimited potential for how documents are discovered, presented, and integrated:

Document Search

Using Amazon DynamoDB, FormKiQ provides searches using metadata attributes, dates, and document IDs.

Available with:

FormKiQ Core FormKiQ Pro FormKiQ Enterprise

A Reliable and Cost-Effective Search Service using DynamoDB

For more advanced searches, FormKiQ Pro and Enterprise include a Classification Schemas for creating composite tag keys, as well as offering an Enhanced Fulltext Document Search Module powered by Amazon OpenSearch as an Optional Add-On.

Create Composite Keys for More Efficient Tag Searches

Using an advanced Amazon DynamoDB architecture, FormKiQ provides composite keys to enable advanced use cases for document retrieval.

Available with:

FormKiQ Pro FormKiQ Enterprise

Advanced Metadata Search Functionality

The ability to create composite keys allows searches to be performed on multiple metadata keys and values within a single API request, providing more efficient search functionality for your integrated applications and the FormKiQ Document Console.

Basic Fulltext Document Search Module

All versions of FormKiQ include the option for basic fulltext search capabilities using Typesense.

Available with:

FormKiQ Core FormKiQ Pro FormKiQ Enterprise

Fulltext Search Functionality for both Document Content and Filenames

If fulltext search is a required component for your document management functionality, you can enable Typesense to create and store an index with document content and filenames. As this requires OCR in the case of PDF files and images, all versions of FormKiQ also enable OCR using Tesseract, with Amazon Textract available for FormKiQ Pro and Enterprise.

As Typesense runs in an AWS Fargate container, FormKiQ provides the option to customize the number of characters of content stored, along with whether or not to include a document's content in the fulltext index at all, in cases where having the filename searchable meets the need of the application.

Enhanced Fulltext Document Search Module

Using Amazon S3, Amazon OpenSearch, and Amazon DynamoDB, FormKiQ provides fulltext search capabilities for document retrieval, including enhanced querying and aggregation.

Available as an Add-On Module with:

FormKiQ Enterprise

Fulltext and Advanced Search Functionality

FormKiQ is able to provide fulltext search queries powered by Amazon OpenSearch, a managed service based on Elasticsearch.

In addition to allowing fulltext queries, this module enables flexible combinations of search parameters, including the use of multiple tag key and value search clauses, which can then be combined with the fulltext queries for advanced search functionality.

E-Signature Integration (using DocuSign, Adobe Sign, or other providers)

Enabling electronic signatures that integrate seamlessly with current workflows

Available as an Add-On Module with:

FormKiQ Pro FormKiQ Enterprise

Provides full and flexible e-signature integration using leading solutions

Any document can be sent for e-signature, with inline and email process flows, and with additional signature box and initial box placement using FormKiQ's Document Generation module.

FormKiQ Document Gateways for Google Drive, MS Office Online, and Microsoft SharePoint

Full document integration with external document systems, such as MS Office Online, Google Drive / Workspace, and Microsoft SharePoint

Available as Add-On Modules with:

FormKiQ Pro FormKiQ Enterprise

Enabling document and information discovery and integration across the organization

FormKiQ Document Gateways provide access to documents everywhere, allowing not only categorization and discoverability, but also supplying automation, transformation, and processing functionality.

Data Import/Export with webhooks and services like Zapier, Automate.io, and Microsoft Power Automate

FormKiQ provides access through its API and its AWS resources to create customized data import and export. In addition, FormKiQ can provide customized integrations to import and export data.

Access to customize your integration is available with:

FormKiQ Core FormKiQ Pro FormKiQ Enterprise

FormKiQ can provide that customization as an Add-On Service with:

FormKiQ Pro FormKiQ Enterprise

Customized Data Import and Export Built by You or by FormKiQ's Data Experts

Depending on your resources and the scope of the data import/export, you may prefer to build internally or to engage FormKiQ's experts to create the functionality.

If provided by FormKiQ, your custom data import/export functionality will be designed to be scaleable and flexible, and will be kept up-to-date as FormKiQ Enterprise adds future enhancements and improvements. If the custom data import/export may have use for other customers now or in future, the cost can be partially offset by the added functionality of a new Add-On Module that could be made available to other organizations.

Document Import/Export with services like Google Drive, Dropbox, and Microsoft SharePoint and OneDrive

FormKiQ provides access through its API and its AWS resources to create customized document import and export. In addition, FormKiQ can provide customized integrations to import and export documents.

Access to customize your integration is available with:

FormKiQ Core FormKiQ Pro FormKiQ Enterprise

FormKiQ can provide that customization as an Add-On Service with:

FormKiQ Pro FormKiQ Enterprise

Customized Document Import and Export Built by You or by FormKiQ's Document Experts

Depending on your resources and the scope of the document import/export, you may prefer to build internally or to engage FormKiQ's experts to create the functionality.

If provided by FormKiQ, your custom document import/export functionality will be designed to be scaleable and flexible, and will be kept up-to-date as FormKiQ Enterprise adds future enhancements and improvements. If the custom document import/export may have use for other customers now or in future, the cost can be partially offset by the added functionality of a new Add-On Module that could be made available to other organizations.

Content Integration with services like Notion, Confluence, Trello, and Jira

FormKiQ provides access through its API and its AWS resources to create customized content integrations. In addition, FormKiQ can provide customized integrations for content management, including integration with more advanced CMS functionality, such as Notion databases and Jira tickets.

Access to customize your integration is available with:

FormKiQ Core FormKiQ Pro FormKiQ Enterprise

FormKiQ can provide that customization as an Add-On Service with:

FormKiQ Pro FormKiQ Enterprise

Customized Content Integration Built by You or by FormKiQ's Document and Content Experts

Depending on your resources and the scope of the content integration, you may prefer to build internally or to engage FormKiQ's experts to create the functionality.

If provided by FormKiQ, your custom content integration functionality will be designed to be scaleable and flexible, and will be kept up-to-date as FormKiQ Enterprise adds future enhancements and improvements. If the custom content integration may have use for other customers now or in future, the cost can be partially offset by the added functionality of a new Add-On Module that could be made available to other organizations.

CRM Integration with services like Salesforce, HubSpot, and Zoho

FormKiQ provides access through its API and its AWS resources to create customized CRM integrations. In addition, FormKiQ can provide customized integrations for customer resource management, including integration with more advanced CRM functionality, such as Salesforce Forms.

Access to customize your integration is available with:

FormKiQ Core FormKiQ Pro FormKiQ Enterprise

FormKiQ can provide that customization as an Add-On Service with:

FormKiQ Pro FormKiQ Enterprise

Customized CRM Integration Built by You or by FormKiQ's Document and Integration Experts

Depending on your resources and the scope of the CRM integration, you may prefer to build internally or to engage FormKiQ's experts to create the functionality.

If provided by FormKiQ, your custom CRM integration functionality will be designed to be scaleable and flexible, and will be kept up-to-date as FormKiQ Enterprise adds future enhancements and improvements. If the custom CRM integration may have use for other customers now or in future, the cost can be partially offset by the added functionality of a new Add-On Module that could be made available to other organizations.

Integration with Custom Applications using the FormKiQ Document API or GraphQL using AWS AppSync

FormKiQ provides access through its API and its AWS resources to create custom applications. In addition, FormKiQ can provide customized integrations for custom application development.

Access to integrate custom applications is available with:

FormKiQ Core FormKiQ Pro FormKiQ Enterprise

FormKiQ can provide customized integrations for custom applications as an Add-On Service with:

FormKiQ Pro FormKiQ Enterprise

Custom Application Integration Built by You or by FormKiQ's Document and API Experts

Depending on your resources and the scope of the custom application integration, you may prefer to build internally or to engage FormKiQ's experts to create some or all of the functionality.

If provided by FormKiQ, your custom application integration functionality will be designed to be scaleable and flexible, and will be kept up-to-date as FormKiQ Enterprise adds future enhancements and improvements.

Industry-specific Integrations, such as Case Management, Health Records Management, or Financial Software Packages

FormKiQ provides access through its API and its AWS resources to create integrations for industry-specific purposes. In addition, FormKiQ can provide customized integrations to meet the specific needs of any industry.

Access to create industry-specific integrations is available with:

FormKiQ Core FormKiQ Pro FormKiQ Enterprise

FormKiQ can provide customized industry-specific integrations as an Add-On Service with:

FormKiQ Pro FormKiQ Enterprise

Custom Industry-Specific Integration Built by You or by FormKiQ's Document and API Experts

Depending on your resources and the scope of the industry-specific integration, you may prefer to build internally or to engage FormKiQ's experts to create some or all of the functionality.

If provided by FormKiQ, your custom industry-specific integration functionality will be designed to be scaleable and flexible, and will be kept up-to-date as FormKiQ Enterprise adds future enhancements and improvements. If the custom industry-specific integration may have use for other customers now or in future, the cost can be partially offset by the added functionality of a new Add-On Module that could be made available to other organizations.

Easy access to 200+ services within AWS (and Optional Custom Implementation Services)

FormKiQ connects and integrates with 200+ services within Amazon Web Services (AWS)

Available with:

FormKiQ Core FormKiQ Pro FormKiQ Enterprise

FormKiQ can provide new AWS service integrations as an Add-On Service with:

FormKiQ Pro FormKiQ Enterprise

Endless Combinations of Best-in-Class Cloud Products

Creating custom M/L pipelines, video encoding, or Internet of Things (IoT) integrations is available by combining FormKiQ with other AWS services.

If provided by FormKiQ, your custom AWS service integration functionality will be designed to be scaleable and flexible, and will be kept up-to-date as FormKiQ Enterprise adds future enhancements and improvements. If the custom AWS service integration integration may have use for other customers now or in future, the cost can be partially offset by the added functionality of a new Add-On Module that could be made available to other organizations.

Customize Workflows with Add-On Integrations for Third-Party Services (Custom Modules)

FormKiQ can provide customized integrations for third-party vendors and services, such as an eSignature integration or a consumer credit check module

Available as an Add-On Service with:

FormKiQ Enterprise

Using API and Data Professionals to Build Your Integration

An add-on integration is a subset of a custom module, as it is often smaller in scope. By using the existing FormKiQ module architecture and process, the integration can be just as scaleable as other FormKiQ components, while being kept up-to-date as FormKiQ Enterprise adds future enhancements and improvements. If the custom add-on integration may have use for other customers now or in future, the cost can be partially offset by the added functionality of a new Add-On Module that could be made available to other organizations.