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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    • Extension Kit Document AI
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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

Resources

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View Categories
  • Home
  • Documentation
  • Extension Kit Core
  • Configurations
  • Word Writer
  • Configuration

Configuration

After you have successfully installed the application, you should configure Word Writer.

  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.
  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 Word Writer.

Field Description

Field Value Description
Enabled Yes/No Specifies whether the module is in use.
Configuration mode Simple/Advanced Display basic or advanced configuration options for module.
Rule Groups > Group
Name Text Specifies group name.
Rule Groups>Group>Rule
Name Text Custom rule name.
Description Text Optional rule description.
Enabled Yes/No Specifies whether the rule is in use.
Configuration mode Simple/Advanced Display simple or advanced configuration options for rule.
Trigger One of the following:
•  Object metadata changed
•  Object changed state
•  Object entered state
•  Object left state
•  OnComment
•  Orchestrated
Type of event that triggers the execution of this rule.
Object metadata changed. If this option is selected, rule will be executed only on any metadata change but not on file change.
Object changed state. If this option is selected, rule will be executed when source object changes workflow state.
Object entered state. If this option is selected, rule will be executed when source object enters specified workflow state.
Object left state. If this option is selected, rule will be executed when source object lefts specified workflow state.
On comment. If this option is selected, rule will run whenever a comment is added to the source object.
Orchestrated. If this option is selected, rule will be run only from the orchestrator rule.
Rule Groups>Group>Rule>Source filename wildcard
Filename wildcard [n] Text Filename wildcards used to select files from object on which action will be executed.
Rule Groups>Group>Rule>Monitored property condition
Property Property definition Property whose value will be checked.
Monitor type One of the following: •  AnyChange
•  WithCondition
Any change – all changes will be monitored, and rule will be triggered on any property change.
With condition – rule will be triggered on property change only if specified condition is satisfied.
Rule Groups>Group>Rule>Monitored property condition>WithCondition
Value from One of the following: • CurrentVersion • PreviousVersion Execute condition for property value in selected object version.
Operator One of the following:
•  =
•  !=
•  >
•  <
•  >=
•  <=
•  Contains
•  Does not contain
•  Starts with
•  Does not start with
Operator for monitored property condition.
Value mode One of the following: •  Dynamic value
•  Static value
•  Empty value
Property value to use in condition. Can be static or dynamic (from current object).
Value Value Property value to use in condition.
Rule Groups>Group>Rule>Trigger source
Object type List of object types Object type of source object.
Class List of classes Class of source object.
Workflow Workflow Workflow of source object.
State Workflow state Workflow state of source object. Note! If you have entered a state, you must also enter the workflow above.
Rule Groups>Group>Rule>Trigger source>Search filters
Search condition Search conditions 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.
Look in One of the following:
• Latest obj version
• All obj versions
When trying to match the above source conditions, look in all object versions, or only the latest one.
Latest obj version. If this option is selected, the current object version must match the specified conditions for object to be treated as 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>Group>Rule>File action
Name Text Unique action name
Enabled Yes/No Specifies whether the action is in use.
Action One of the following:
• InsertImage • InsertExcelObject  • InsertMFilesValues
InsertImage. If this option is selected image from path, source object or object from search will be inserted to configured bookmark in the word file on the source object. InsertExcelObject. If this option is selected excel sheet from excel document defined from path, source object or object from search will be inserted as image to configured bookmark in the word file on the source object.  InsertMFilesValues. If this option is selected value from M-Files object property will be inserted in table cell or to bookmark or to textbox in the word file on the source object.
Action: InsertImage
Word bookmark Text Word bookmark name representation
Image type One of the following: •  FromPath •  FromSourceObject  •  FromSearch FromPath. If this option is selected image will be added from the defined full image file path.  FromSourceObject. If this option is selected image is added from source object or from referenced object on source. FromSearch. If this is selected image is added from the search result object.
Image type: FromPath
Path Text with placeholders Full image file path.
Image type: FromSourceObject
Property Text with placeholders Property expression from source object to object that contains image. Leave empty if file is located directly on the source object.
Filename wildcards Text with placeholders Filename wildcards used to fetch the appropriate file from object. If none set, using first file from object.
Image type: FromSearch
Image search List of search conditions Search conditions for finding object with image.
Search timeout (sec) Integer Search timeout in seconds. Value should be between 1 and 90 seconds.
This timeout is applied to search operation that retrieves object with image from vault.
Filename wildcards Text with placeholders Filename wildcards used to fetch the appropriate file from object. If none set, using first file from object.
Insert image behaviour One of the following:
•  Replace
•  Append
Replace. If image already exists at the bookmark it will be replaced.
Append. Append images to pre-existing ones on the bookmark.
Max width (in points) Integer Resize image so that its width is not greater than selected width, expressed in points. Image will keep its original proportions when resized.
Max height (in points) Integer Resize image so that its height is not greater than selected height, expressed in points. Image will keep its original proportions when resized.
Action: InsertExcelObject
Word bookmark Text Word bookmark name representation
Insert as One of the following:
•  SheetPicture
SheetPicture. Excel sheet will be inserted as image to the word bookmark.
Excel sheet
Resource type One of the following:
•  FromPath •  FromSourceObject  •  FromSearch
FromPath. If this option is selected sheet will be added from the defined full excel file path. 
FromSourceObject. If this option is selected sheet will be added from source object or from referenced object on source.
FromSearch. If this is selected sheet will be added from the search result object.
Resource type: FromPath
Path Text with placeholders Full excel file path.
Resource type: FromSourceObject
Property Text with placeholders Property expression from source object to object that contains excel file. Leave empty if file is located directly on the source object.
Filename wildcards Text with placeholders Filename wildcards used to fetch the appropriate file from object. If none set, using first file from object.
Resource type: FromSearch
Excel sheet search List of search conditions Search conditions for finding object with excel file.
Search timeout (sec) Integer Search timeout in seconds. Value should be between 1 and 90 seconds.
This timeout is applied to search operation that retrieves object with excel file from vault.
Filename wildcards Text with placeholders Filename wildcards used to fetch the appropriate file from object. If none set, using first file from object.
Excel sheet name Text Excel sheet name representation.
Max width (in points) Integer Resize image so that its width is not greater than selected width, expressed in points. Image will keep its original proportions when resized.
Max height (in points) Integer Resize image so that its height is not greater than selected height, expressed in points. Image will keep its original proportions when resized.
Action: InsertMFilesValues
Word lookup type One of the following:
•  Cell
•  Textbox 
•  Bookmark
Cell. Property value will be inserted to the defined cell in word table.  Textbox. Property value will be inserted to the defined word textbox.  Bookmark. Property value will be inserted to the defined word bookmark.
Word lookup type: Cell
Word table Text Word table alternative text representation.
Row Integer Word row to use as write target (1,2,3,..).
Column Integer Word column to use as write target (1,2,3,..).
Word lookup type: Textbox
Word textbox Text Word textbox alternative text representation.
Word lookup type: Bookmark
Word bookmark Text Word bookmark name representation.
Value Text with placeholders Define value to write in word file.
Value type One of the following:
•  Text
•  Lookup
Select how placeholder is represented.
Value type: Lookup – Multi select value behaviour
Multi-select lookup insert format One of the following:
•  SimpleValue  •  HorizontalTable •  VerticalTable  •  UnorderedList  •  NumberedList 
Choose how multi-select lookup will be represented in word file.
Multi-select lookup insert quantity One of the following:
•  All
•  First 
Choose first or all values of multi-select lookup. 
Multi-select lookup item sort by One of the following:
•  ById
•  ByName
Choose value representation of multi-select lookup values.
Multi-select lookup item sort direction One of the following:  •  Ascending
•  Descending 
Sort direction of multi-select lookup values.
Updated on May 1, 2025
Extension Kit for M-Files | Unitfly
Extension Kit for M-Files | Unitfly
  • Solutions

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  • Extension Kit REST Object Type
  • Extension Kit Cloud Connector
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  • Insights
  • Extension Kit Academy
  • Release notes

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