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
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      • Extension Kit Academy
    • Technical
      • Documentation
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      • Free trial
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    • Support
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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.
  • Products
    • Extension Kit Core
    • Extension Kit Document AI
    • Extension Kit Cloud Connector
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Get started free
Action type: Compress
  • 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
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  • Orchestrator
    • About the Module
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    • About the Module
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      • Triggering options and State actions
      • Action: Convert to PDF or Undo PDF conversion
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      • 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
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    • Module Introduction
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    • 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
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  • Extended Auto Properties
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  • Extended Permissions
    • Module Introduction
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      • 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
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      • Action: Create objects
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    • About the Module
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      • Advanced rule configuration
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      • Triggering options and Execution mode
      • SQL settings: Value from and Connection string
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      • Property setting options
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    • About the Module
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    • About the Module
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    • Extension Kit – O365 OAuth Setup Manual
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  • Logging
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      • Triggering options
      • Action type: Compress
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View Categories
  • Home
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  • Extension Kit Core
  • Configurations
  • Archiving
  • Simple Rule Configuration
  • Action type: Compress

Action type: Compress

Action type #

Type of action to execute.

  • Compress: Compress the specified items to a given format.
  • Decompress: Extract the specified item.

Compress #

Displayed only if Action type is Compress.

Configuration settings for creating a compressed archive. The default fields within this section are:

  • Format of the target archive
  • Archive File Name
  • Password Protect Archive
  • Source
  • Destination

Format of the target archive #

Compress > Format of the target archive

Defines the archive format for the compressed target. Choose the format of the compressed file:

  • SevenZip
  • Tar
  • Zip

Archive File Name #

Compress > Archive File Name

Specifies the name of the output archive file.

Password Protect Archive #

Compress > Password Protect Archive

Displayed when Format of the target archive is SevenZip or Zip.

Enables password protection for the archive. Note: For .7z archives, this implicates AES256 encryption.

  • No (default)
  • Yes: If selected, the Password field becomes available.

Password #

Compress > Password Protect Archive: Yes > Password

Displayed and required only if Password Protect Archive is set to Yes.

Set the password to protect the archive.

Encryption type #

Compress > Format of the target archive: Zip > Password Protect Archive: Yes > Encryption type

Displayed only if Format of the target archive is Zip, and Password Protect Archive is set to Yes.

Specifies the encryption type for the archive (e.g., Traditional, AES128, AES192, AES256).


Source #

Compress > Source

Defines the source location for files to compress, i.e. where the files will be pulled from.

Type #

Compress > Source > Type

Specifies the source type for the file location.

  • Vault: If selected, the Vault source section is available for further configuration.
  • Disk: If selected, the Disk source section is available for further configuration. Note: Disk option is only available when Extension Kit is deployed on-premise.
  • Sftp: If selected, the Sftp source section is available for further configuration.

Vault source #

Compress > Source > Type: Vault > Vault source

Displayed only if Type is Vault.

Settings for retrieving files from a Vault source. The following fields are displayed by default: Type and Source filename wildcards.

Type #

Compress > Source > Type: Vault > Vault source > Type

Displayed only if Type is Vault.

Specifies the type of vault source.

  • TriggerSource
  • TriggerSourceReference: The Reference field opens up.
  • Search: The Search section opens up.
  • VaultSearch

Source filename wildcards #

Compress > Source > Type: Vault > Vault source > Source filename wildcards

Patterns for matching specific filenames in the source. Expand to Add Filename wildcard.


Disk source #

Compress > Source > Type: Disk > Disk source

Displayed only if Type is Disk.

Settings for retrieving files from a Disk source. The following fields are available: Folder path, Filename, and Use Authentication.

Folder path #

Compress > Source > Type: Disk > Disk source

Absolute path to the folder with files for archiving/unarchiving.

Filename #

Compress > Source > Type: Disk > Disk source

File name of the file for unarchiving, or the search string to match against the names of files in the path. This parameter can contain a combination of valid literal path and wildcard (* and ?) characters but doesn’t support regular expressions.

  • * (asterisk): Replaces zero or more characters in that position.
  • ? (question mark): Replaces exactly one character in that position.

Use Authentication #

Compress > Source > Type: Disk > Disk source

Specifies whether the authentication is needed (is it a network drive).


Sftp source #

Compress > Source > Type: Sftp > Sftp source

Displayed only if Type is Sftp.

Settings for retrieving files from an SFTP source. The following fields are displayed by default: Host, Port, Username, Password, File path, Filename.

Host #

Compress > Source > Type: Sftp > Sftp source > Host

Displayed only when Type is Sftp.

Network address or server name.

Port #

Compress > Source > Type: Sftp > Sftp source > Port

Displayed only when Type is Sftp.

Network port. The default value is 22.

Username #

Compress > Source > Type: Sftp > Sftp source > Username

Displayed only when Type is Sftp.

Username to be used for server authentication.

Password #

Compress > Source > Type: Sftp > Sftp source > Password

Displayed only when Type is Sftp.

Password for that username.

File path #

Compress > Source > Type: Sftp > Sftp source > File path

Displayed only when Type is Sftp.

Absolute path to the folder with files for archiving/unarchiving.

Filename #

Compress > Source > Type: Sftp > Sftp source > Filename

File name of the file for unarchiving, or the search string to match against the names of files in the path. This parameter can contain a combination of valid literal path and wildcard (* and ?) characters but doesn’t support regular expressions.

  • * (asterisk): Replaces zero or more characters in that position.
  • ? (question mark): Replaces exactly one character in that position.

Destination #

Compress > Destination

Specifies the destination where the compressed archive will be stored. The following fields are available by default: Mode and File Replace behaviour on Destination.

Mode #

Compress > Destination > Mode

Specifies the mode for the target file location.

  • Vault: If selected, the Vault destination section is available for further configuration.
  • Disk: If selected, the Disk destination section is available for further configuration. Note: Disk option is only available when Extension Kit is deployed on-premise.
  • Sftp: If selected, the Sftp destination section is available for further configuration.

File Replace behaviour On Destination #

Compress > Destination > File Replace behaviour On Destination

Determines the behavior when a file with the same name exists on the destination.

  • Skip
  • Overwrite
  • CreateNew

Vault Destination #

Compress > Destination > Mode: Vault > Vault Destination

Displayed only when Mode is Vault.

Specifies the vault destination configuration. The following field is displayed by default: Type.

Type #

Compress > Destination > Mode: Vault > Vault Destination > Type

Displayed only when Mode is Vault.

Defines the type of destination in the vault, i.e. how the destination item will be added (e.g., on a new object or existing object).

  • TriggerSource
  • TriggerSourceReference: The Reference field opens up.
  • Search: The Search section opens up.
  • VaultSearch
  • NewObject: The Object Replace behaviour On Destination field and New Object Settings sections open up.

Reference #

Compress > Destination > Mode: Vault > Vault Destination > Type: TriggerSourceReference

Displayed only when Type is TriggerSourceReference.

Specifies a reference from the trigger source. Select the property. The properties are referenced by a GUID, ID or alias.

Search #

Compress > Destination > Mode: Vault > Vault Destination > Type: Search > Search

Displayed only when Type is Search.

Define search criteria to find target objects in the vault. The following fields are displayed by default: Find targets, Reference, Reference Direction, Filter Conditions.

Find targets #

Compress > Destination > Mode: Vault > Vault Destination > Type: Search > Search > Find targets

Displayed only when Type is Search.

Specify how to find targets.

  • ViaProperty (default)
  • ViaSearch

Reference #

Compress > Destination > Mode: Vault > Vault Destination > Type: Search > Search > Reference

Displayed only when Type is Search.

Property that acts as a reference between source and target objects. Select the property. The properties are referenced by a GUID, ID or alias.

Reference Direction #

Compress > Destination > Mode: Vault > Vault Destination > Type: Search > Search > Reference Direction

Displayed only when Type is Search.

Specifies the type of reference between source and target objects.

  • Direct (default): The source object references the target object.
  • Indirect: The target object references the source object.

Filter Conditions #

Compress > Destination > Mode: Vault > Vault Destination > Type: Search > Search > Filter conditions

Displayed only when Type is Search.

Optional search conditions used to find the targets.

Object Replace behaviour On Destination #

Compress > Destination > Mode: Vault > Vault Destination > Type: NewObject > Object Replace behaviour On Destination

Displayed only when Type is NewObject.

Specifies how to handle objects with the same name on the destination.

  • Skip
  • Overwrite
  • CreateNew

New Object settings #

Compress > Destination > Mode: Vault > Vault Destination > Type: NewObject > New Object Settings

Displayed only when Type is NewObject.

Additional settings for creating a new object on the destination. When expanded, the following fields are available by default: Object type, Class, SingleFile and Properties.

Object type #

Compress > Destination > Mode: Vault > Vault Destination > Type: NewObject > New Object Settings > Object Type

Displayed only when Type is NewObject.

Select the type of object to create on the destination.

Class #

Compress > Destination > Mode: Vault > Vault Destination > Type: NewObject > New Object Settings > Class

Displayed only when Type is NewObject.

Select the class type for the new object.

SingleFile #

Compress > Destination > Mode: Vault > Vault Destination > Type: NewObject > New Object Settings > SingleFile

Displayed only when Type is NewObject.

Indicates if the destination object should be a single file.

  • Yes
  • No

Properties #

Compress > Destination > Mode: Vault > Vault Destination > Type: NewObject > New Object Settings > Properties

Displayed only when Type is NewObject.

Set additional properties for the new object. Each property will have a corresponding value. When expanded, click on Add PropertyValue. The following fields are available by default: Property, Value from, Value type, Value, Multi select lookup & multi line text behaviour.


Disk Destination #

Compress > Destination > Mode: Sftp > Sftp Destination

Displayed only when Mode is Sftp.

Specifies the disk destination configuration. The following fields are available: Folder path, Filename, and Use Authentication.

Folder path #

Compress > Destination > Mode: Disk > Disk Destination > Folder path

Absolute path to the folder with files for archiving/unarchiving.

Filename #

Compress > Destination > Mode: Disk > Disk Destination > Filename

File name of the file for unarchiving, or the search string to match against the names of files in the path. This parameter can contain a combination of valid literal path and wildcard (* and ?) characters but doesn’t support regular expressions.

  • * (asterisk): Replaces zero or more characters in that position.
  • ? (question mark): Replaces exactly one character in that position.

Use Authentication #

Compress > Destination > Mode: Disk > Disk Destination > Use Authentication

Specifies whether the authentication is needed (is it a network drive).


Sftp Destination #

Compress > Destination > Mode: Sftp > Sftp Destination

Displayed only when Mode is Sftp.

Settings related to file storage on an SFTP server. The following fields are displayed by default: Host, Port, Username, Password, File path. For detailed descriptions, please refer to the Sftp source section.

Updated on May 1, 2025
On This Page
  • Action type
  • Compress
    • Format of the target archive
    • Archive File Name
    • Password Protect Archive
    • Password
    • Encryption type
  • Source
    • Type
    • Vault source
      • Type
      • Source filename wildcards
    • Disk source
      • Folder path
      • Filename
      • Use Authentication
    • Sftp source
      • Host
      • Port
      • Username
      • Password
      • File path
      • Filename
  • Destination
    • Mode
    • File Replace behaviour On Destination
    • Vault Destination
      • Type
      • Reference
      • Search
      • Find targets
      • Reference
      • Reference Direction
      • Filter Conditions
      • Object Replace behaviour On Destination
      • New Object settings
      • Object type
      • Class
      • SingleFile
      • Properties
    • Disk Destination
      • Folder path
      • Filename
      • Use Authentication
    • Sftp Destination
Extension Kit for M-Files | Unitfly
Extension Kit for M-Files | Unitfly
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