Smart archiving for digital document management
Autoform DM is a flexible and powerful digital archive designed to meet the needs of both ERP and banking environments. Whether you’re securely storing financial audit records, archiving system-generated invoices, or building customer-facing documentation portals, Autoform DM delivers high performance, compliance, and control at scale.
Built for integration, Autoform DM works across enterprise systems like Microsoft Dynamics 365, Temenos, and other core platforms - giving teams instant access to the files they need without switching tools or workflows.
Designed with security in mind
Secure access via hybrid document encryption, LDAP integration, ISO 27001 compliance, and customisable audit trails
API driven functionality
Sophisticated, automatic indexing and version control via our archive UI or your existing business systems
Lightning fast search
Instant access to millions of documents, enabling teams to quickly search, retrieve, reprint or email any file within seconds
Built for any IT ecosystem
Autoform DM connects directly into the tools your business already relies on. From modern cloud ERPs like Dynamics 365 to leading banking cores and legacy platforms, Autoform DM makes document storage and retrieval part of your day-to-day - not an extra step.
- Store and sort any file type: PDFs, invoices, audio, video, and more
- Share documents with users inside or outside your organisation
- Maintain metadata and content types for consistent, structured archiving
- Reduce the admin overhead of managing documentation in disconnected tools
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Discover how Metro Bank utilised Formpipe’s integrated document management solutions within Temenos to achieve their groundbreaking 15-minute account opening service, significantly boosting customer acquisition and satisfaction.
Smart storage and search - scaled to suit you
Autoform DM is fast to deploy on-premise, in the cloud or as SaaS. It’s simple to roll out, configure, and replicate across your infrastructure. And as your data grows, Autoform DM scales with you.
What to expect:
- Rapid deployment and easy replication across environments
- Clean, centralised administration through a modern UI
- Scalable architecture built for high-volume workloads
- Instant access via archive UI or through your core systems
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As Steel Warehouse grew through acquisition, they needed a tool to help them combine and conquer all of their document processes across multiple ERP systems.
Security & Availability
With hybrid document encryption, LDAP integration, a customisable audit trail and regular software updates, Autoform DM ensures reliability and security without compromise. Additionally, Autoform DM can also be clustered to help ensure uninterrupted access to documents around the clock for businesses of any size.
Our Autoform DM team work to ISO 27001 standards to ensure that hardware, systems, processes and services are all tightly regulated. This, in turn, ensures the quality and consistency of our service provision to you as a partner or end customer. Find out more here.
Stay up to date with everything Autoform DM
Explore our technical knowledgebase to access the latest release notes, documentation, and user guides. Whether you're troubleshooting, exploring new features, or planning your next upgrade, everything you need is just a click away.