Extension Kit for M-Files | Unitfly
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    • DOCUMENT ACTIONS

      • Work with barcodes, watermarks, and images
        Automatically add and read barcodes, or add or remove watermarks and images.
      • Encrypt and decrypt files
        Automatically encrypt and decrypt files in M-Files.
      • Work with electronic and digital signatures
        Automatically add signatures and digital certificates to your documents.
      • Gain more control over your PDF files
        Merge, split, convert, undo conversion, and revert to the original document.
      • Sync data between Excel or Word with M-Files
        Populate Excel and Word files or read data from documents to update/create objects in M-Files.
      • Perform advanced file export/import
        Import files from SFTP or file share and read associated metadata. Export files and metadata. Zip/unzip documents.
      • AI and ML classification and metadata extraction
        Use the power of AI and Machine Learning to automatically classify and extract important documents

      OBJECT ACTIONS

      • Automate object creation and duplication
        Create and duplicate objects from templates and sync between vaults.
      • Validate objects and metadata
        Control object permissions and validate related objects and metadata
      • Control object numbering and versioning
        Define any custom object versioning and numbering formats

      INTEGRATIONS

      • Advanced SQL integration
        Set property values from SQL, call stored procedures, execute SQL functions, and more.
      • HTTP integrations
        Keep systems in synchronization using HTTPS and REST API.
      • Office 365 and Microsoft Azure integration
        Use Azure or Office 365 services to exchange the data with M-Files

      REPORTING AND ANALYTICS

      • Create reports from M-Files data
        Define the dataset and create scheduled or user-triggered reports in multiple formats.
      • Export M-Files data for process analysis
        Export M-Files data in event-based format for process analysis

      PROPERTY OPERATIONS

      • Automatically set property values
        Use prebuilt expressions like Math, Date, Regex, and other operations
      • Copy and set property values
        Set properties on objects or copy from other based on different rules and triggers.
      • Count and math operations on related objects
        Enumerate related objects and apply math operations on properties

      NOTIFICATIONS

      • Send emails to external parties
        Send branded emails to external parties based on predefined rules.
      • Send emails with attachments
        Define which documents you want to automatically attach to your emails.

      UI

      • Embed web pages in M-Files
        Display external reports and web pages directly in M-Files tabs.
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Get started free
Extension Kit for M-Files | Unitfly
  • Solutions
  • Products
    • Extension Kit Core
    • Extension Kit Document AI
    • Extension Kit Cloud Connector
    • Extension Kit REST Object Type
    • Extension Kit Process Intelligence
  • Pricing
  • Resources
    • Learning
      • Insights
      • Extension Kit Academy
    • Technical
      • Documentation
      • Release notes
      • Free trial
      • Download center
    • Support
      • Community
      • Contact
  • Solutions
    • DOCUMENT ACTIONS

      • Work with barcodes, watermarks, and images
        Automatically add and read barcodes, or add or remove watermarks and images.
      • Encrypt and decrypt files
        Automatically encrypt and decrypt files in M-Files.
      • Work with electronic and digital signatures
        Automatically add signatures and digital certificates to your documents.
      • Gain more control over your PDF files
        Merge, split, convert, undo conversion, and revert to the original document.
      • Sync data between Excel or Word with M-Files
        Populate Excel and Word files or read data from documents to update/create objects in M-Files.
      • Perform advanced file export/import
        Import files from SFTP or file share and read associated metadata. Export files and metadata. Zip/unzip documents.
      • AI and ML classification and metadata extraction
        Use the power of AI and Machine Learning to automatically classify and extract important documents

      OBJECT ACTIONS

      • Automate object creation and duplication
        Create and duplicate objects from templates and sync between vaults.
      • Validate objects and metadata
        Control object permissions and validate related objects and metadata
      • Control object numbering and versioning
        Define any custom object versioning and numbering formats

      INTEGRATIONS

      • Advanced SQL integration
        Set property values from SQL, call stored procedures, execute SQL functions, and more.
      • HTTP integrations
        Keep systems in synchronization using HTTPS and REST API.
      • Office 365 and Microsoft Azure integration
        Use Azure or Office 365 services to exchange the data with M-Files

      REPORTING AND ANALYTICS

      • Create reports from M-Files data
        Define the dataset and create scheduled or user-triggered reports in multiple formats.
      • Export M-Files data for process analysis
        Export M-Files data in event-based format for process analysis

      PROPERTY OPERATIONS

      • Automatically set property values
        Use prebuilt expressions like Math, Date, Regex, and other operations
      • Copy and set property values
        Set properties on objects or copy from other based on different rules and triggers.
      • Count and math operations on related objects
        Enumerate related objects and apply math operations on properties

      NOTIFICATIONS

      • Send emails to external parties
        Send branded emails to external parties based on predefined rules.
      • Send emails with attachments
        Define which documents you want to automatically attach to your emails.

      UI

      • Embed web pages in M-Files
        Display external reports and web pages directly in M-Files tabs.
  • Products
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Get started free
Configuration
  • Do more with M-Files

Extension Kit for M-Files | Documentation

Getting Started

  • About Extension Kit Core
  • User Interface
  • Groups and Modules
  • Installation

Essentials

  • How to Create Rules
  • Rule Execution
  • Common Features

Configurations

  • Orchestrator
    • About the Module
    • Configuration
    • Use Cases
  • Embedded Dashboards
    • Module Introduction
    • Configuration
  • Object Templates
    • About the Module
    • Configuration
    • Use Cases
  • Property Calculations
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options
      • Calculation options
    • Advanced Rule Configuration
      • Advanced rule configuration
  • Property Operations
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Trigger-related Options
      • Target-related Options
      • Property error handling behaviour and Act as user
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Document Processing
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options and State actions
      • Action: Convert to PDF or Undo PDF conversion
      • Action: Add or Remove watermark
      • Action: Add or Remove signature
      • Action: Merge or Undo merge documents
      • Action: Restore original / Sync file names with object title
      • Action: Add or Read barcode
      • Action: Add, Replace or Remove file / Add blank page
      • Add digital signature
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Auto State Transition
    • About the Module
    • Configuration
    • Use Cases
  • E-mail Notifications
    • Module Introduction
    • Use Cases
    • Extension Kit – O365 OAuth Setup Manual
    • Simple Rule Configuration
      • Triggering options
      • Mail server
      • Email configuration
      • Delivery notification and Properties
    • Advanced Rule Configuration
      • Advanced rule configuration
  • Extended Assignments
    • About the Module
    • Configuration
    • Use Cases
  • Extended Auto Properties
    • About the Module
    • Configuration
    • Use Cases
  • Extended Permissions
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Trigger-related Options
      • Permission Options
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Auto Numbering Properties
    • About the Module
    • Configuration
    • Use Cases
  • Object Operations
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Trigger-related Options
      • Action: Create objects
      • Action: Duplicate objects
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Property Builder
    • About the Module
    • Configuration
    • Use Cases
  • Validation
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options
      • Property validation rules
    • Advanced Rule Configuration
      • Advanced rule configuration
      • Advanced Property validation rule configuration
  • SQL Integration
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options and Execution mode
      • SQL settings: Value from and Connection string
      • SQL settings: Query and Rollback query
      • Property setting options
    • Advanced rule configuration
      • Advanced rule configuration
  • HTTP Integration
    • About the Module
    • Configuration
    • Use Cases
  • Excel Reader
    • About the Module
    • Use Cases
    • Configuration
  • Excel Writer
    • About the Module
    • Configuration
  • Word Reader
    • About the Module
    • Configuration
  • Word Writer
    • About the Module
    • Configuration
  • Extension Methods
    • About the Module
    • Use Cases
    • Configuration
  • Versioning
    • About the Module
    • Configuration
    • Use Cases
  • Reporting
    • About the Module
    • Configuration
    • Use Cases
    • Extension Kit – O365 OAuth Setup Manual
  • Data Transfer
    • Configuration
    • Use Cases
  • Vault to Vault
    • About the Module
    • Configuration
    • Use Cases
  • Logging
    • Logging
  • Archiving
    • Module Introduction
    • Simple Rule Configuration
      • Triggering options
      • Action type: Compress
      • Action type: Decompress
    • Advanced Rule Configuration
      • Advanced Rule Configuration

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View Categories
  • Home
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  • Configurations
  • Extended Assignments
  • Configuration

Configuration

After you have successfully installed the application, you should configure Assignments.

  1. Open M-Files Admin
  2. In the left-side tree view, expand the desired connection to M-Files Server.
  3. In the left-side tree view, expand the Document Vaults node.
  4. Still, in the left-side tree view, expand the vault where you installed the connector and select Configurations.
  5. Expand Other Applications
  6. Expand Extension Kit
  7. Click on Assignment

Field description #

Field Value Description
Enabled Yes/No Specifies whether the module is in use.
Configuration mode Configuration mode Display simple or advanced configuration options for module.
Vault Structure
Assignments completion object type List of objects types Specifies the object type of a created object. Defined in section 1.
Assignment completion class List of classes Specifies the class of created objects. Defined in section 1.
Assignments completion property List of property definitions Specifies property definition that will contain a list of all Assignment Completions. Defined in section 1.
Vault Structure > Assignments Completion class properties
Completion Name List of property definitions Specifies property definition that will be the Name of newly created Assignment Completion. Defined in section 1.
Completion User List of property definitions Specifies property definition that will contain information about Users who completed the assignment.
Completion Date List of property definitions Specifies property definition that will contain information about the Date of assignment completion.
Completion Date UTC List of property definitions Specifies property definition that will contain information about Date UTC of assignment completion.
Completion Time List of property definitions Specifies property definition that will contain information about the Time of assignment completion.
Completion Time UTC List of property definitions Specifies property definition that will contain information about Time UTC of assignment completion.
Completion Timestamp List of property definitions Specifies property definition that will contain information about Timestamp of assignment completion.
Assignment List of property definitions Specifies property definition that will contain reference to assignment.
Identifier List of property definitions Specifies property definition that can be used as a more specific Identification of assignment that is completed. E.g. Document Approval, Document Review…
Apply to all or selected assignments One of the following:
AllSelected
All. If this option is selected, every assignment completion will create Assignment Completion object (created in section 1 and configured previously) and add it to the assignment. Selected. If this option is selected, a new configuration is visible (Assignments filters) that allows defining more specific rules. Rules allow the definition of Assignment classes and required property definitions that point to the object for which Assignment is created. That way you can create different Assignment classes and control for which classes you want to create a Completion object.
Assignments filters List of assignment filters Displayed only if Apply to all or selected assignments flag is set to Selected.
List of filters that allow fine grained selection of assignment classes that trigger creation a Completion object.
Assignments filters > Assignment Filter [n]
Assignment completion identifier Text Specifies identifier that will be added to newly created Assignment Completion object after assignments are completed. The identifier is used to add extra information to completion object.
Assignments filters > Assignment Filter [n] > Assignment
Class List of classes Assignment class that filter rule applies to.
Source object property List of property definitions Specifies property that needs to exist on the Assignment to apply this rule.
Assignments filters > Assignment Filter [n] > Source
Completions property List of property definitions Assignment Completion reference that will be added to the source object when Assignment Completion is created.
Updated on May 1, 2025
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Extension Kit for M-Files | Unitfly
Extension Kit for M-Files | Unitfly
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