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
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    • Extension Kit Core
    • Extension Kit Document AI
    • Extension Kit Cloud Connector
    • Extension Kit REST Object Type
    • Extension Kit Process Intelligence
  • Pricing
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  • 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.
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Extension Kit – O365 OAuth Setup Manual
  • Do more with M-Files

Extension Kit for M-Files | Documentation

Getting Started

  • About Extension Kit Core
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Essentials

  • How to Create Rules
  • Rule Execution
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      • Triggering options
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      • 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
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      • Advanced Rule Configuration
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  • Extension Kit – O365 OAuth Setup Manual

Extension Kit – O365 OAuth Setup Manual

Extension Kit – O365 OAuth setup manual is needed only for Email Notifications and Reporting module in the Extension Kit.

If you want to setup Mail server configuration using Office365 OAuth, then choose Authentication type Office365OAuth and follow this manual to setup and gather needed information from Azure portal.

  1. Open Azure portal and go to Microsoft Entra ID
  2. Under App registrations add new registration (for example: Extension Kit)
  3. Save Application (client) ID and Directory (tenant) ID, as they will need to be added to the Mail Server configuration in Extension Kit
  4. Under Certificates & secrets add new client secret. After creation, copy your client secret value to use it in Extension Kit configuration. It’s important to copy its value immediately, as later you can’t see and use it again.
  5. Under your app new registration navigate to API permissions, click on Add permissions.
    Go to APIs your organization uses, find Office 365 Exchange Online, and add these permissions:

Microsoft Graph, User.Read permission is there by default and you can leave it there.

All added permissions need to be granted by Admin.

IMAP.AccessAsApp – is needed for delivery notifications in the E-mail Notifications module.

6. Next step is then to add new service principal in exchange and add desired user/s permission to that principal Register service principals in Exchange

Once a tenant admin consents your Microsoft Entra application, they must register your Entra AD application’s service principal in Exchange via Exchange Online PowerShell.

To use the New-ServicePrincipal cmdlet, install ExchangeOnlineManagement and connect to your tenant as shown in the following snippet:

Install-Module -Name ExchangeOnlineManagement -allowprerelease Import-module ExchangeOnlineManagement Connect-ExchangeOnline -Organization <tenantId>

If you still get an error running the New-ServicePrincipal cmdlet after you perform these steps, it’s likely because the user doesn’t have enough permissions in Exchange online to perform the operation.

Registration of an Microsoft Entra application’s service principal in Exchange is shown in the following example:

New-ServicePrincipal -AppId <APPLICATION_ID> -ObjectId <OBJECT_ID> [-Organization <ORGANIZATION_ID>]

The tenant admin can find the service principal identifiers referenced above in your Entra AD application’s enterprise application instance on the tenant. You can find the list of the enterprise application instances on the tenant in the Enterprise applications blade in the Microsoft Entra view in Azure Portal.

Get-ServicePrincipal | fl

The OBJECT_ID is the Object ID from the Overview page of the Enterprise Application node (Azure Portal) for the application registration. It is not the Object ID from the Overview page of the App Registrations node. Using the incorrect Object ID will cause an authentication failure. The tenant admin can now add the specific mailboxes in the tenant that will be allowed to be accessed by your application.

The following example shows how to give your application’s service principal access to one mailbox: Add-MailboxPermission -Identity “[email protected]” -User <SERVICE_PRINCIPAL_ID> -AccessRights FullAccess

7. Set Extension Kit Mail server configuration

References

Set up OAuth 2.0 client credentials flow – Azure AD B2C | Microsoft Learn

Authenticate an IMAP, POP or SMTP connection using OAuth | Microsoft Learn

Updated on May 1, 2025
Extension Kit for M-Files | Unitfly
Extension Kit for M-Files | Unitfly
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