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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

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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

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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

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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

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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

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Document Management Explained

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Etrieve Forms

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Electronic Forms Explained

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Etrieve Flow

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Workflow Automation Explained

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Bringing the Cloud to Campus

Free your staff to focus on process automation by deploying ECM in the cloud and allowing Softdocs to manage system maintenance or support for you.

View Our Architected for the Cloud Overview

Stay Out of the News

Complement your existing cybersecurity initiatives by elevating your ECM utilization to the cloud, with Microsoft Azure and Etrieve.

View Softdocs and Cybersecurity Information

Every Process, Every Office

Operational transformation begins here, with a single platform capable of serving any department on campus with electronic forms, automated workflows and content management.

Download Our Toolkit for the Digital Campus E-book

“Think university wide, not departmentally. Think strategically and scalable. Whether you are decentralized or not, this will improve your ability to make the most of any technology you select.”

JONATHAN SEE | CIO | PEPPERDINE UNIVERSITY

Read the Pepperdine University Case Study

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.