Co-workers leveraging digital eForms for increased efficiency of operations

Reduce Paper-Based Inefficiencies

Softdocs document management lets you capture, organize, search, review, and edit documents within a secure, cloud-based repository. When integrated with your existing ERP or SIS, our document management capabilities place essential student, constituent, or employee data in the context of your users’ most familiar applications.

Product Features


Our mobile-first design allows users access to all functionality and content from any device, anywhere, anytime.

Intuitive UI

Access all components of the solution through a single, robust user interface available from any browser.

Feature-rich API

Built to integrate, the Softdocs platform easily communicates with third-party solutions to keep data consistent.

Document Retention

Keep accurate records and ensure your institution or district is prepared to demonstrate regulatory compliance.


Empower students, staff, and constituents with document visibility and access, removing the need for administrative support.

Information You Need, When You Need It

Access everything you need to answer inquiries in seconds. Process transactions faster and have peace of mind that your essential documents and data are safe and sound in the cloud.



Softdocs platform uptime over last 12 months


Total documents stored in Etrieve Content

3.6 million

Unique logins over last 12 months

Employee using mobile phone to electronically sign an eForm to process in a workflow

Access Your Content From Any Device

Designed to be device-agnostic, Softdocs document management allows you to search, review, and edit documents from anywhere. Easily organize content within our customizable filing structure, share and collaborate across departments, and edit on the fly with image clean-up and numerous annotation options.

Smiling female colleagues work together at computer

Automatically Create and Maintain an Audit Trail

Traditional paper filing cannot capture the lifecycle of a document. Softdocs applies centralized authentication and single sign-on, securing user access to content and maintaining an extensive audit trail to ensure the protection of sensitive information at your organization.


Reinforce Your Document Retention Strategy

Rid your offices of unnecessary filing cabinets and burdensome manual searches. Keep only accurate, required records and ensure your organization is always prepared to demonstrate compliance.

Client Testimonials

One of the nice things about Softdocs is it helps us mask complexity. When a group needs to be notified about a student information or status change, it just happens in the background.

-Vice Provost for Information Technology, CIO -Seattle University

We wanted to consolidate all employee onboarding information in one platform, making it streamlined for new employees and less cumbersome for hiring managers. Softdocs has allowed us to do that.

-Manager, Institutional Support Information Technology, Client Services -Pepperdine University

With Softdocs eForms, the data is pre-populated and indexed automatically, so it lessens the opportunity for user error.

-Enterprise Applications Analyst -Fresno Pacific University

(The new process) just makes sense to students. It's intuitive, and they're like, ‘Yep, this is how it should be.’

-Director of Financial Aid -Southeastern Oklahoma State University

With Softdocs, the data tells the story.

-Director of Student Administrative Services -Francis Tuttle Technology Center

Now the Business Office receives live updates of student payments when it used to take weeks or months to resolve.

-Data Management Specialist -Pratt Community College

We Love Our Clients

See Softdocs in Action

See how Softdocs helps modernize operations and automate processes. Schedule your custom demo today.

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