Forms Integration

Deploys extensive Forms capability to any M-Files Vault

Forms may be pre-filled from M-Files

Works interactively with Push Server

Based on award-winning form.io technology

Advanced Forms Deployment

Pre-filled Forms from M-Files

Enhance M-Files with the capability to pre-fill forms using existing data, streamlining the process of form completion and improving user experience. This functionality reduces manual data entry, minimizes errors, and ensures consistency across documents.

Interactive Push Server Integration

Facilitate real-time interaction between forms and M-Files through push server technology, allowing for dynamic updates and immediate data synchronization. This integration enables seamless communication between the forms system and M-Files, enhancing responsiveness and efficiency in data management.

Powered by Form.io

Incorporate the advanced form-building capabilities of the award-winning form.io platform into M-Files, offering a robust and flexible solution for creating, managing, and deploying forms. This technology allows for the design of complex forms that can handle diverse data inputs, improving the collection and management of information.

Deep Workflow Integration

Seamless M-Files Integration

Directly integrate form submissions into the M-Files database, allowing forms to participate interactively in workflows and enabling a smooth flow of information. This deep integration ensures that data captured through forms is immediately available in M-Files, streamlining document management and process automation.

Workflow Automation with Forms

Enhance workflow automation by integrating forms directly with M-Files, facilitating efficient and accurate data capture that drives process advancement. This connection allows for the automatic triggering of workflow steps based on form submissions, simplifying complex processes and improving operational efficiency.

Seamless M-Files Integration

Workflow Automation with Forms

Flexible Authentication and Access

Diverse Authentication Options

Support a wide range of authentication methods including OAuth2, Single Sign-On (SSO), and Active Directory (AD), catering to diverse business and consumer scenarios. This flexibility ensures secure access to forms for all users, regardless of their authentication preferences.

Anonymous Submission Capability

Enable the submission of forms anonymously, expanding the range of potential interactions with external parties and customers while maintaining the integrity and security of the system. This feature is particularly useful for collecting feedback, inquiries, or other information without requiring user registration

Enhanced Management Features

Automatic Logging and Version Control

Automatically log every form submission with detailed information on submission dates and user identity, while managing multiple submissions of the same form with an intelligent versioning system. This feature ensures a comprehensive historical record of form interactions, facilitating audits and data tracking over time.

Form Libraries for Easy Access

Build and manage comprehensive libraries of forms that can be easily accessed or deployed by M-Files users on-demand, supporting a wide range of applications from web pages to email communications. These libraries enable the creation of sophisticated forms, such as quality management system (QMS) controlled forms or simple contact forms, supporting both online and offline functionalities.