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
Roadmap
  • 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

  • Roadmap
  • Extension Kit Academy
  • Community and Support
  • FAQs
  • Release Notes
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  • Home
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  • Roadmap

Roadmap

Do you have any questions regarding the Roadmap? Visit our Toolkit for M-Files Community.

Keep track of changes and updates. Subscribe to our Product Newsletter.

September 2024 #

Modules #

Archiving

In Progress
5.4.0

Insights

In Progress
5.4.0

Features #

[141] Add as a separate file option

Release Candidate
5.4.0
Document Processing

[855] Add ‘Orchestrated’ Trigger Type – Document Processing

Planned
5.4.0
Orchestrator

[1438] Enable converting additional file extensions to PDF

Planned
5.4.0
Document Processing

[164] NOWUTC Auto properties function

Queued
Auto Properties

[341] Add expression in Excel action

Queued
Excel Reader

[383] Version label enable/disable option in Advanced settings

Queued
Property Operations
March 2024

Modules #

Word Reader

Release Candidate
5.2.0

Permissions

In Progress
5.2.0

Archiving

Planned

Features #

[1217] Advanced Word Report

Release Candidate
5.2.0
Reporting

[1247] V2V New Action – Read

Planned
Vault to Vault

[709] OAuth SMTP Support

Planned
Notifications
Reporting

[190] QR / Bar vode Support

Authorized
Document Processing

[164] NOWUTC Auto properties function

Queued
Auto Properties

[341] Add expression in Excel action

Queued
Excel Reader

[141] Add as a separate file option

Queued
Document Processing

[383] Version label enable/disable option in Advanced settings

Queued
Property Operations

[1333] Digital Sign – Word, PDF

Planned
Document Processing
October 2023

Modules #

Word Reader

Release Candidate
4.8.0

Excel Writer

Release Candidate
4.8.0

Features #

[112] Enable SFD – MFD conversion for AddAsAdditionalFile type of export

Release Candidate
4.8.0
Reporting

[546] Option to set metadata card for Add As Additional File in vault

Planned
Reporting

[341] Add expression in Excel action

Planned
Excel Reader

[141] Add as a separate file option

Authorized
Document Processing

[164] NOWUTC Auto properties function

Authorized
Auto Properties

[383] Version label enable/disable option in Advanced settings

Authorized
Property Operations

[709] OAuth SMTP Support

Authorized
Email Notifications
Reporting
August 2023

Modules #

Word Integration

In Progress
4.8.0

Features #

[283] M-Files mode – dynamic columns/rows import

Release Candidate
4.6.0
Excel Integration

[339] Update same object – self

Release Candidate
4.6.0
Excel Integration

[515] Replace name ranges

Release Candidate
4.6.0
Excel Integration

[175] Cell “Alias” / Name support

Release Candidate
4.6.0
Excel Integration

[341] Add expression in Excel action

Planned
Excel Integration

[546] Option to set metadata card for Add As Additional File in vault

Planned
Reporting

[112] Enable SFD – MFD conversion for AddAsAdditionalFile type of export

Planned
Reporting

[592] Check if the number is existing in other property

Planned
Auto Numbering Properties

[141] Add as a separate file option

Queued
Document Processing

[164] NOWUTC Auto properties function

Queued
Auto Properties

[383] Version label enable/disable option in Advanced settings

Queued
Property Operations

[383] Version label enable/disable option in Advanced settings

Queued
Property Operations

February 2023
Extension Kit roadmap for Feb 2023
November 2022
Extension Kit Core roadmap for Nov 2022

October 2022
Extension Kit Core Roadmap Nov 2022

Updated on May 1, 2025
On This Page
  • September 2024
    • Modules
    • Features
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Extension Kit for M-Files | Unitfly
Extension Kit for M-Files | Unitfly
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