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Restructure docs and expand FormKiQ guides
- Replace autogenerated docs sidebar with curated documentation sections - Add category landing pages for getting started, features, tutorials, operations, troubleshooting, and changelog - Add new how-to guides for user/group management, API keys, sharing, webhooks, OCR search, audit reporting, and versioning - Add new tutorials for scalable architecture, review workflows, OCR archives, event-driven processing, and Java document APIs - Refresh feature, platform, SDK, tutorial, and operations documentation - Add redirects for renamed API reference and error handling categories - Initialize gtag dataLayer support in Docusaurus config
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background: var(--ifm-color-emphasis-100);
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border: 1px solid var(--ifm-color-emphasis-200);
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border-radius: 8px;
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grid-template-columns: repeat(2, minmax(0, 1fr));
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display: grid;
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grid-template-columns: repeat(3, minmax(0, 1fr));
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margin: 1.5rem 0 2rem;
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.card,
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border: 1px solid var(--ifm-color-emphasis-200);
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color: var(--ifm-font-color-base);
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display: block;
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.card {
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min-height: 170px;
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.section {
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docs/category-pages/changelog.mdx

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---
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title: Changelog
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slug: /category/changelog
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hide_table_of_contents: true
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---
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import styles from './category-page.module.css';
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# Changelog
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<div className={styles.introPanel}>
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<p>Review FormKiQ release notes and changes by version.</p>
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</div>
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<div className={styles.wideGrid}>
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<a className={styles.compactCard} href="/docs/changelog/v1.18.2"><h2>v1.18.2</h2><p>Latest documented release notes.</p></a>
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<a className={styles.compactCard} href="/docs/changelog/v1.18.1"><h2>v1.18.1</h2><p>Patch release notes.</p></a>
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<a className={styles.compactCard} href="/docs/changelog/v1.18.0"><h2>v1.18.0</h2><p>Release notes.</p></a>
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<a className={styles.compactCard} href="/docs/changelog/v1.17.1"><h2>v1.17.1</h2><p>Patch release notes.</p></a>
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<a className={styles.compactCard} href="/docs/changelog/v1.17.0"><h2>v1.17.0</h2><p>Release notes.</p></a>
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<a className={styles.compactCard} href="/docs/changelog/v1.16.1"><h2>v1.16.1</h2><p>Patch release notes.</p></a>
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<a className={styles.compactCard} href="/docs/changelog/v1.16.0"><h2>v1.16.0</h2><p>Release notes.</p></a>
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<a className={styles.compactCard} href="/docs/changelog/v1.15.1"><h2>v1.15.1</h2><p>Patch release notes.</p></a>
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<a className={styles.compactCard} href="/docs/changelog/v1.15.0"><h2>v1.15.0</h2><p>Release notes.</p></a>
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</div>
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<div className={styles.section}>
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<h2>Older Versions</h2>
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<div className={styles.linkList}>
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<a href="/docs/changelog/v1.14.2">v1.14.2</a>
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<a href="/docs/changelog/v1.14.1">v1.14.1</a>
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<a href="/docs/changelog/v1.14.0">v1.14.0</a>
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<a href="/docs/changelog/v1.13.1">v1.13.1</a>
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<a href="/docs/changelog/v1.13.0">v1.13.0</a>
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</div>
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</div>
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---
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title: Core Concepts & Features
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slug: /category/features
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hide_table_of_contents: true
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---
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import styles from './category-page.module.css';
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# Core Concepts & Features
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<div className={styles.introPanel}>
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<p>Learn the main FormKiQ building blocks: documents, metadata, attributes, entities, OCR, search, workflows, rulesets, schemas, and localization.</p>
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</div>
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<div className={styles.wideGrid}>
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<a className={styles.compactCard} href="/docs/features/documents"><h2>Documents</h2><p>Storage, metadata, actions, relationships, and document lifecycle behavior.</p></a>
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<a className={styles.compactCard} href="/docs/features/attributes"><h2>Attributes</h2><p>Structured metadata for filtering, classification, automation, and search.</p></a>
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<a className={styles.compactCard} href="/docs/features/search"><h2>Search</h2><p>Document retrieval through metadata, full text, and search integrations.</p></a>
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<a className={styles.compactCard} href="/docs/features/workflows"><h2>Workflows</h2><p>Route and process documents through operational workflows.</p></a>
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<a className={styles.compactCard} href="/docs/features/rulesets"><h2>Rulesets</h2><p>Apply conditional document automation and processing behavior.</p></a>
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<a className={styles.compactCard} href="/docs/features/ocr"><h2>OCR</h2><p>Extract text and support intelligent document processing flows.</p></a>
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<a className={styles.compactCard} href="/docs/features/schemas"><h2>Schemas</h2><p>Structure classification and site-level document metadata rules.</p></a>
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<a className={styles.compactCard} href="/docs/features/entities"><h2>Entities</h2><p>Model business objects that relate to documents and metadata.</p></a>
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<a className={styles.compactCard} href="/docs/features/mappings"><h2>Mappings</h2><p>Configure mappings for integrations and document metadata behavior.</p></a>
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<a className={styles.compactCard} href="/docs/features/locales"><h2>Locales</h2><p>Manage localized resource items and language-specific configuration.</p></a>
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</div>
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---
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title: How-to Guides
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slug: /category/how-to
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hide_table_of_contents: true
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import styles from './category-page.module.css';
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# How-to Guides
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<div className={styles.introPanel}>
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<p>Use these task-focused guides when you need to complete a specific API or migration workflow.</p>
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</div>
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<div className={styles.cardGrid}>
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<a className={styles.card} href="/docs/how-tos/api-add-documents">
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<p className={styles.eyebrow}>Documents</p>
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<h2>Add Documents</h2>
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<p>Add documents through the FormKiQ API.</p>
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</a>
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<a className={styles.card} href="/docs/how-tos/api-add-document-tags">
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<p className={styles.eyebrow}>Metadata</p>
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<h2>Add Document Tags</h2>
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<p>Attach tags and metadata to documents for organization and retrieval.</p>
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</a>
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<a className={styles.card} href="/docs/how-tos/api-document-search">
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<p className={styles.eyebrow}>Search</p>
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<h2>Search Documents</h2>
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<p>Search documents through API-driven query workflows.</p>
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</a>
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<a className={styles.card} href="/docs/how-tos/api-document-actions">
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<p className={styles.eyebrow}>Automation</p>
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<h2>Add Document Actions</h2>
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<p>Trigger and inspect document processing actions.</p>
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</a>
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<a className={styles.card} href="/docs/how-tos/jwt-authentication-token">
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<p className={styles.eyebrow}>Authentication</p>
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<h2>Get a JWT Authentication Token</h2>
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<p>Get a JWT token for API requests and Postman-based testing.</p>
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</a>
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<a className={styles.card} href="/docs/how-tos/manage-users-and-groups">
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<p className={styles.eyebrow}>Administration</p>
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<h2>Manage Users and Groups</h2>
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<p>Create users, assign groups, and set site permissions.</p>
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</a>
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<a className={styles.card} href="/docs/how-tos/manage-api-keys">
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<p className={styles.eyebrow}>Integration</p>
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<h2>Manage API Keys</h2>
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<p>Create, use, rotate, and revoke API keys for server-side integrations.</p>
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</a>
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<a className={styles.card} href="/docs/how-tos/folder-permissions-and-sharing">
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<p className={styles.eyebrow}>Access Control</p>
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<h2>Folder Permissions and Sharing</h2>
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<p>Create folders, assign permissions, and share folders with groups.</p>
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</a>
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<a className={styles.card} href="/docs/how-tos/document-versioning-checkout-legal-hold">
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<p className={styles.eyebrow}>Lifecycle</p>
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<h2>Versioning, Checkout, and Legal Hold</h2>
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<p>Inspect versions, restore a version, check out a document, and apply legal hold.</p>
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</a>
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<a className={styles.card} href="/docs/how-tos/webhooks-end-to-end">
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<p className={styles.eyebrow}>Automation</p>
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<h2>Webhooks End-to-End</h2>
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<p>Create and test webhook intake workflows.</p>
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</a>
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<a className={styles.card} href="/docs/how-tos/ocr-full-text-search-pipeline">
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<p className={styles.eyebrow}>Search</p>
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<h2>OCR and Full-Text Search Pipeline</h2>
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<p>Run OCR, inspect extracted text, add full-text content, and search it.</p>
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</a>
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<a className={styles.card} href="/docs/how-tos/audit-user-activity-reporting">
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<p className={styles.eyebrow}>Governance</p>
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<h2>Audit and User Activity Reporting</h2>
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<p>Retrieve document, user, and resource activity for audit workflows.</p>
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</a>
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<a className={styles.card} href="/docs/how-tos/migration-core-to-enterprise">
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<p className={styles.eyebrow}>Migration</p>
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<h2>Migrate Documents from Core to Enterprise</h2>
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<p>Migrate data between FormKiQ Core and Enterprise environments.</p>
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</a>
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</div>
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---
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title: Modules & Commercial Offerings
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slug: /category/formkiq-modules
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hide_table_of_contents: true
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---
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import styles from './category-page.module.css';
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# Modules & Commercial Offerings
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<div className={styles.introPanel}>
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<p>Explore commercial deployment notes and optional modules for security, search, OCR, document generation, versioning, SSO, migration, and integrations.</p>
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</div>
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<div className={styles.cardGrid}>
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<a className={styles.card} href="/docs/formkiq-modules/installation/formkiq">
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<p className={styles.eyebrow}>Commercial deployment</p>
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<h2>Deployment Notes</h2>
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<p>Understand customer-specific CloudFormation links and commercial deployment prerequisites.</p>
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</a>
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<a className={styles.card} href="/docs/formkiq-modules/installation/opensearch-serverless">
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<p className={styles.eyebrow}>Search</p>
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<h2>OpenSearch Serverless</h2>
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<p>Install and configure OpenSearch Serverless for enhanced document search.</p>
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</a>
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<a className={styles.card} href="/docs/formkiq-modules/modules/document-generation">
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<p className={styles.eyebrow}>Automation</p>
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<h2>Document Generation</h2>
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<p>Generate documents from templates and data as part of document workflows.</p>
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</a>
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<a className={styles.card} href="/docs/formkiq-modules/modules/filesync-cli">
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<p className={styles.eyebrow}>Migration</p>
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<h2>FileSync CLI</h2>
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<p>Use CLI tooling for document sync, import, and migration workflows.</p>
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</a>
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</div>
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<div className={styles.section}>
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<h2>More Modules</h2>
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<div className={styles.linkList}>
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<a href="/docs/formkiq-modules/modules/document-versioning">Document Versioning</a>
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<a href="/docs/formkiq-modules/modules/enhanced-fulltext-document-search">Enhanced Full-Text Search</a>
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<a href="/docs/formkiq-modules/modules/enhanced-document-ocr-and-classification">Enhanced OCR and Classification</a>
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<a href="/docs/formkiq-modules/modules/anti-malware-antivirus">Anti-Malware / Antivirus</a>
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<a href="/docs/formkiq-modules/modules/full-encryption">Full Encryption</a>
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<a href="/docs/formkiq-modules/modules/single-sign-on-and-custom-jwt-authorizer">SSO and Custom JWT Authorizer</a>
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</div>
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</div>

docs/category-pages/operations.mdx

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---
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title: Operations
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slug: /category/operations
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hide_table_of_contents: true
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---
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import styles from './category-page.module.css';
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# Operations
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<div className={styles.introPanel}>
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<p>Operational guidance for maintaining FormKiQ environments, monitoring system health, managing backups, handling failures, and planning migrations.</p>
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</div>
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<div className={styles.cardGrid}>
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<a className={styles.card} href="/docs/platform/updates_upgrades_and_rollbacks">
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<p className={styles.eyebrow}>Lifecycle</p>
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<h2>Updates, Upgrades, and Rollbacks</h2>
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<p>Plan and execute stack updates while preserving a rollback path.</p>
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</a>
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<a className={styles.card} href="/docs/platform/backup_and_recovery">
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<p className={styles.eyebrow}>Resilience</p>
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<h2>Backup and Recovery</h2>
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<p>Protect document data and platform configuration against failure scenarios.</p>
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</a>
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<a className={styles.card} href="/docs/platform/migration-and-data-import">
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<p className={styles.eyebrow}>Migration</p>
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<h2>Migration and Data Import</h2>
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<p>Plan document imports and migrations from existing systems.</p>
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</a>
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<a className={styles.card} href="/docs/how-tos/set-up-status-monitoring-and-alerting">
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<p className={styles.eyebrow}>Observability</p>
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<h2>Status Monitoring and Alerting</h2>
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<p>Set up monitoring and alerting for operational visibility.</p>
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</a>
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<a className={styles.card} href="/docs/platform/error_handling/dlq">
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<p className={styles.eyebrow}>Recovery</p>
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<h2>Dead-Letter Queue (DLQ)</h2>
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<p>Investigate failed asynchronous processing and safely redrive messages.</p>
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</a>
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</div>
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---
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title: Platform Architecture
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slug: /category/platform
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hide_table_of_contents: true
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---
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import styles from './category-page.module.css';
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# Platform Architecture
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<div className={styles.introPanel}>
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<p>Understand how FormKiQ runs in your AWS account, how documents and metadata are stored, and how the platform is operated, extended, and sized.</p>
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</div>
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<div className={styles.cardGrid}>
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<a className={styles.card} href="/docs/platform/overview">
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<p className={styles.eyebrow}>Start here</p>
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<h2>Platform Overview</h2>
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<p>Review the AWS-native architecture, core components, and design principles behind FormKiQ.</p>
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</a>
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<a className={styles.card} href="/docs/platform/document_storage">
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<p className={styles.eyebrow}>Storage</p>
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<h2>Document Storage</h2>
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<p>See how FormKiQ stores content, metadata, and related document data.</p>
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</a>
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<a className={styles.card} href="/docs/platform/document_console">
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<p className={styles.eyebrow}>User interface</p>
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<h2>Document Console</h2>
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<p>Configure and understand the web console used with FormKiQ deployments.</p>
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</a>
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<a className={styles.card} href="/docs/platform/costs">
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<p className={styles.eyebrow}>Planning</p>
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<h2>Costs</h2>
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<p>Review pricing and AWS cost considerations for planning a deployment.</p>
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</a>
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</div>
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<div className={styles.section}>
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<h2>Deeper References</h2>
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<div className={styles.linkList}>
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<a href="/docs/platform/database_schema">Database Schema</a>
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<a href="/docs/platform/reporting-and-analytics">Reporting and Analytics</a>
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</div>
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</div>

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