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
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  • 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
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  • Validation
    • Module Introduction
    • Use Cases
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      • Triggering options
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    • Advanced Rule Configuration
      • Advanced rule configuration
      • Advanced Property validation rule configuration
  • SQL Integration
    • Module Introduction
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      • 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
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  • Excel Reader
    • About the Module
    • Use Cases
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  • 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
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  • 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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  • Extension Kit Core
  • Configurations
  • Extension Methods
  • Configuration

Configuration

After you have successfully installed the application, you should configure Extended Methods.

  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 Extension Methods

Field description #

Field Value Description
Enabled Yes/No Specifies whether the module is in use.
Configuration mode Simple/Advanced Display simple or advanced configuration options for module.
Rule groups [n] > Group [n]
Name Text Specifies the name of rule group.
Rule groups [n] > Group [n] > Rules [n] > Rule [n]
Name Text Specifies the name of the rule.
Description Text Optional rule description.
Enabled Yes/No Specifies whether the rule is in use.
Configuration mode Simple/Advanced Display simple or advanced options for rule.
Trigger type One of the following:·        ObjectCreated·        ObjectChanged·       ObjectEnteredState·        OnComment·        Scheduled·        RunOnce Type of event that triggers the execution of this rule.ObjectCreated. If this option is selected, rule will be executed when the source object is created.ObjectChanged. If this option is selected, rule will be executed when any change is made to the source objectObjectEnteredState. If this option is selected, rule will be executed when the source object has entered a new state.OnComment. If this option is selected, rule will be executed when the source object has new comment.RunOnce. If this option is selected, rule will be run only once and on all matching objects in vault.
Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Monitored properties
Property definition Property definition Property definition that needs to change in order for rule to be executed. Multiple properties are combined with OR operator, meaning that at least one of the properties has to change for rule to be executed.
Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Trigger source
Object type Object type Object type of source object.
Class Class Class of source object.
Workflow Workflow Workflow of source object.
State State Workflow state of source object
Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Trigger source > Search filters [n] > Filter [n]
Search conditions SearchConditions Optional additional conditions that source object needs to satisfy.Conditions inside a single filter are combined with AND, while multiple filters are combined with OR operator.
Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Trigger source > Search filters [n]
Look in One of the following:·        LatestObjVersion·        AllObjVersion When trying to matching the above sourceconditions, look in all object versions, or only the latest one.Latest obj version. If this option is selected, thecurrent object version must match the specified conditions for an object to be treated as a source for this rule.All obj versions. If this option is selected, any object version must match the specified conditions for object to be treated as source for this rule.
Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Vault search [n] > Search [n] > Status field conditions [n] > Status field condition
Field One of the following:·        ID·        Type·        Version Status field.
Operator One of thefollowing:·        =·        =!·        < Â·        > Â·        <=·        · >= Operator to use for comparing actual and expected property value.
Value Status field value Expected status field value.
Rule groups [n] > Group [n] > Rules [n] > Rule [n] > [Advanced] Vault search [n] > Search [n] > Property conditions [n] > Property condition [n]
Property Property definition Specifies the property whose value will be checked
Operator One of thefollowing:·        =·        =!·        < Â·        > Â·        <=·        >=·        Contains·        Does not·        contain·        Starts with·        Does not start with Operator to use for comparing actual and expected property value.
Value Status field value Expected status field value.
Rule groups [n] > Group [n] > Rules [n] > Rule [n] > [Advanced] Vault search [n] > Search [n] > Property conditions [n] > Property condition [n]
Property Property definition Specifies the property whose value will be checked
Operator One of thefollowing:·        =·        =!·        < Â·        > Â·        <=·        >=·        Contains·        Does not·        contain·        Starts with·        Does not start with Operator to use for comparing actual and expected property value.
Rule groups [n] > Group [n] > Rules [n] > Rule [n] > [Advanced] Vault search sort
Sort by Property definition Sort search results by property.
Sort direction One of the following:AscendingDescending Specifies in which direction results can be shown.
Rule groups [n] > Group [n] > Rules [n] > Rule [n]
Search timeout (seconds) Integer Search timeout in seconds.
Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Extension method
Name Placeholder Text Extension method name.
Input Placeholder Text Extension method input.
Value from One of the following:·        VaultSearch·        Source Specifies whether to resolve placeholder expressions from trigger source or from vault search.
Result type One of the following:·        None·        SimpleValue·        ObjectID·        ObjectName·        ValueListItemID·        ValueListItemName Specifies what the result represents.
Rule groups [n] > Group [n] > Rules [n] > Rule [n]
Target property Property definition Optional save Extension method returns value to selected property.
Target object One of the following:·        TriggerObject·        VaultSearch Specify whether extension method result will update property on trigger source object, or vault search result object.
Advanced settings
Time to wait (milliseconds) Integer Number of milliseconds to wait before executing any rule in background.
Number of retries Integer Maximum numbers of times COM errors are retried.
Updated on May 12, 2025
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Extension Kit for M-Files | Unitfly
Extension Kit for M-Files | Unitfly
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