EXTENSION KIT DOCUMENT AI

Integrate M-Files with Azure AI to analyze documents using AI

Connect M-Files with Azure AI Document Intelligence services without coding. Bring smart document analysis within the M-Files interface.

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Leverage the power of AI

Connect external AI systems with M-Files to enable intelligent metadata extraction and classification. Analyze invoices, contracts, or receipts directly from the M-Files metadata card, streamlining workflows, reducing manual input, and enhancing accuracy in managing information.

Boost productivity with no-code integration

Connect M-Files with Azure AI Document Intelligence without coding to streamline setup and cut development costs.

Ensure accuracy with AI-powered data extraction
Analyze documents and extract metadata in M-Files to eliminate manual errors and save time.

Improve efficiency with automatic document classification
Classify documents in bulk using AI, reducing manual effort and increasing accuracy across your workflows.

Key features

Integrate M-Files and Azure AI Document Intelligence services without coding.

Automatically classify and save data with a predetermined confidence level.

Extract data from documents directly within M-Files and assign the extracted data as metadata card properties.

Prebuilt invoice, prebuilt receipt, and custom classifier models from the Azure Document Intelligence service. Our current classifier supports Invoice, Receipt, and Contract classes.

Train custom models based on your data in the M-Files vault to accurately classify document types and extract data tailored to your use case.

How EK Document AI works

Extension Kit Document AI seamlessly connects M-Files with Azure AI to classify documents and extract metadata automatically—no manual data entry or custom development needed.

01
Add a document to M-Files

Create and upload the document to M-Files or select from existing files within the vault.

02
Initiate analysis

Click the "Analyze" button on the metadata card to send the document to Azure AI Document Intelligence for processing.

03
AI-powered classification

Azure AI analyzes the document, automatically determining its type (e.g., invoice, contract) and extracting relevant data fields based on prebuilt or custom models.

04
Review and save metadata

The extracted information is presented on the metadata card. Users can review, adjust if necessary, and save the metadata, streamlining the document management process.

Use cases

Connect any REST-enabled app to extend M-Files functionality

Retrieve and display financial data from ERP systems.

Link external cloud storage services with M-Files metadata.

Connect any REST-enabled app to extend M-Files functionality.

FAQS

Frequently Asked Questions

Explore common questions and answers about Extension Kit Document AI to help you make the most of M-Files, without complex setup or coding.

What is Extension Kit Document AI and what does it do?
It’s an M-Files add-on that integrates with Azure AI Document Intelligence. It allows users to analyze documents directly from the metadata card, returning suggested classifications and metadata values that can be reviewed and saved.
What setup is required to use Document AI?
You need to configure two things: a) A Model Pipeline, to define which AI model applies to which document class. b) Model Terms to M-Files Properties, to link extracted metadata from the model to specific M-Files properties.
What happens when I click "Analyze"?
The system either classifies a document (if no class is assigned) or directly extracts metadata if a class already exists. Suggested values are returned to the metadata card for review. The whole process typically completes within 10 seconds.
Which AI models can I use?
Currently supported models include Azure’s prebuilt invoice and receipt models, plus Unitfly’s own classifier that distinguishes between invoices, receipts, and contracts. Support for custom classification models is coming in future releases.

Ready to simplify your next M-Files implementation?

Empower your M-Files implementation and cut development time and cost with Extension Kit for M-Files - low-code/no-code solutions that accelerate deployment, simplify configuration, and deliver advanced features.

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