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Document Gateways

Overview​

FormKiQ Document Gateways enable seamless integration with external document systems, providing unified access to documents across your organization. These Enterprise Add-On Modules connect FormKiQ with popular platforms like Google Drive, Microsoft Office Online, and SharePoint, enabling comprehensive document management and processing capabilities.

Supported Platforms​

Microsoft Integration​

  • SharePoint document libraries
  • Office Online real-time collaboration
  • OneDrive storage integration

Google Workspace​

  • Google Drive integration
  • Google Docs collaboration
  • Workspace document management

Key Features​

Document Discovery​

  • Cross-platform search
  • Unified document access
  • Metadata synchronization
  • Automated categorization

Information Integration​

  • Centralized document management
  • Consistent metadata
  • Unified access control
  • Cross-platform workflows

Process Automation​

  • Document transformation
  • Automated processing
  • Workflow integration
  • Content synchronization

Integration Benefits​

  1. Unified Access

    • Single point of entry
    • Consistent user experience
    • Simplified document management
    • Cross-platform search

  2. Enhanced Collaboration

    • Real-time document editing
    • Version control
    • Comment synchronization
    • Sharing management

  3. Advanced Processing

    • Document transformation
    • Format conversion
    • Metadata extraction
    • Content analysis

  4. Security Integration

    • Unified access control
    • Permission synchronization
    • Audit trail management
    • Compliance monitoring

Gateway Features​

Document Management​

  • Create and edit documents
  • Manage document metadata
  • Track document versions
  • Control document access

Content Processing​

  • Document conversion
  • Format transformation
  • Content extraction
  • Metadata synchronization

Workflow Integration​

  • Automated processing
  • Custom workflows
  • Status tracking
  • Event notifications

Platform-Specific Features​

Microsoft SharePoint​

  • Library integration
  • Permission sync
  • Metadata mapping
  • Version control

Microsoft Office Online​

  • Real-time editing
  • Document co-authoring
  • Comment integration
  • Version management

Google Drive​

  • Folder synchronization
  • Document collaboration
  • Permission management
  • Content indexing

Best Practices​

  1. Integration Setup

    • Plan permission mapping
    • Configure metadata sync
    • Define workflow rules
    • Test integrations thoroughly

  2. Content Management

    • Establish naming conventions
    • Define metadata standards
    • Plan content organization
    • Configure version control

  3. Security Configuration

    • Map access permissions
    • Configure authentication
    • Set up audit logging
    • Monitor access patterns

  4. Performance Optimization

    • Configure sync intervals
    • Optimize content indexing
    • Manage resource usage
    • Monitor system health

Use Cases​

Enterprise Document Management​

  • Centralized document access
  • Cross-platform search
  • Unified metadata
  • Consistent permissions

Content Collaboration​

  • Real-time editing
  • Team collaboration
  • Document sharing
  • Version management

Process Automation​

  • Document workflows
  • Content transformation
  • Automated processing
  • Integration orchestration

Information Governance​

  • Policy enforcement
  • Compliance management
  • Audit trail tracking
  • Security control