Document Management, Electronic Forms and Workflow—A Modern Cloud Platform for Education

Education is implementing operational efficiency like never before. Eliminate paper to save time and money, ensuring the best student, staff, teacher, and faculty experience.

From On Campus to Online

Eliminate every disconnect between departments. Let’s talk operational transformation. Let’s talk Etrieve by Softdocs—a cloud-first, ECM solution designed for the education space.

Adaptable Processes


Cultivate a consistent, campuswide response to change, with the seamless implementation of new decision points, approval thresholds and notifications into every applicable business process.

Operational Efficiency


Place the right forms in the right hands effortlessly. Through mobile-friendly e-forms and automated workflows, services are conveniently extended to meet your staff and students, wherever they may be.

Campuswide Scalability


Digitize every document, every form and every process. Transformation begins with one platform, ready to serve all of campus, integrated with your ERP/CRM and without per-user or per-transaction costs.

Ensured Consistency


Insulate your departments’ processes from disruption by streamlining and automating how needed information is collected, processed and distributed on campus. Reduced errors and consistent results.

Etrieve & Your Institution

Let’s take a look at how electronic forms, document management and automated workflows support the processes of your campus, or district. Schedule your personal product demonstration today.

Etrieve Content


Document Management Explained

Etrieve Forms


Electronic Forms Explained

Etrieve Flow


Workflow Automation Explained

Upcoming Webinars

Join us in the Softdocs webinar room to discuss a variety of Education topics with industry thought leaders, innovative institutions and key Softdocs personnel. Go ahead, take a look at what’s on the schedule.