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M-FILES EXTENSION


Enhance M-Files with Forms

 Deploys extensive Forms capability to any M-Files Vault

  Forms may be pre-filled from M-Files

   Fill-once or Fill-Multiple modes

 Works interactively with Push Server

 Based on award-winning form.io technology !


Forms are an integral part of business processes. Discover how Forms and Quality Management workflows can work together in ISO 27001 Workflows!

Pre-Fillable Forms

Forms can be pre-loaded with data from M-Files on the fly, responding to either user inputs or connected Forms. This is especially relevant when Forms are intended to be updated over time, possibly even by different users. Examples of such Forms are Inspection Forms, Know Your Client Forms, or Medical Forms.

Interactive Workflows

M-Files includes a powerful workflow system that can be used to easily create diverse process flows, distributing tasks to the right user at the right moment. Now, users can be presented with Forms to fill in as part of their interaction. The Forms can be fully or partially pre-filled with data. Responding to user interaction with the Forms, new M-Files objects are created on the fly.

Single or Multiple Submissions

Some Forms can be submitted only once. Others, you can submit multiple times, each submission resulting in a totally separate record. In yet another use-case, submissions can be opened and modified multiple times, sometimes, by the same person while in other cases, a whole team can participate.

Form System For M-Files

Create, design, and deploy flexible and powerful Forms from within M-Files. Design Forms starting from HTML or existing PDF Forms, then deploy the Forms anywhere and track Form submissions from within M-Files, either interactively or in batch processes. Let Forms interact with M-Files workflows in fully interactive flows. Preload partial results when Forms are loaded or interactively as Forms are filled.
 
Baystream’s Form Management solution is unique in its deep integration with M-Files, providing not only the ability to save all Form submissions and all Form field values into the M-Files database but also to have Forms participate interactively in Workflows using Baystream's Push Server technology.

Flexible Authentication

Flanking the availability of OAuth2 Authentication, which opens a vast array of B2B and B2B possibilities, Baystream's Form System works with multiple other technologies including SSO and AD. Forms can also be enabled for anonymous submission. Delivering maximum efficiency, M-Files user licensing is not coupled to Form Authentication or submission count.

Logging & Version Management

Automatic logging of each Form entry, including date and user information. In the case of multiple-submission Forms, all versions are also kept automatically. Imagine recording over time, a patient's temperature and blood pressure. All entries, including the time and identity of the nurse, are automatically kept.
 

Form Libraries

Build collections of Forms that any M-Files user can access or deploy on-demand, publishing these directly from M-Files to web pages or as email messages. Create sophisticated forms, such as QMS Controlled Forms, subject to Change Management or simple Contact Forms. Deploy for online or offline use.

Want to see our Forms Extention in Action?

Schedule a demo and find out if Baystream is right for you! 

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