User Friendly E-Forms Designer

Build accessible, user-friendly electronic forms to securely and reliably capture precise data from students, staff, parents, and constituents.

See drag-and-drop usability, theming, integrated electronic signatures, and the end-user's form experience.

Electronic forms enable your organization to capture key data from staff, students, job applicants, parents, advisors, volunteers, citizens, and more. That information isn't just stored, it's used to kick off automated workflows.

Etrieve Forms offers you a triple advantage:

  1. Robust field options and integration options to support your workflow
  2. Drag-and-drop design experience
  3. Fully accessible, fast-loading, mobile-friendly experience

Etrieve Forms enables precise data collection for any process, ensuring each workflow step executes with the speed and accuracy your team needs.

One Builder. Two Methods. No Limits.

From everyday no-code form creation to advanced design work, the Etrieve Form Builder meets you at every level.

Form Builder - Drag-and-Drop

Drag-and-drop Builder

For department admins and power users. Publish a working form in an hour.

Built for teams that need to design and update forms for the processes they know best. No coding, no setup, no training curve, no IT dependency, no waiting.

  • Pre-built accessible field library
  • Conditional logic with point-and-click rules
  • Live preview as you build
  • Validation, required fields, and error messages built in
  • Mobile-responsive by default
  • Publish instantly via public link
Form Builder - HTML

HTML Builder

For IT and technical staff who require full HTML, CSS, and scripting control.

Built for teams who need sophisticated control. Meet your exact data collection requirements while Softdocs manages routing, security, and compliance behind the scenes.

  • HTML and CSS freedom
  • Advanced scripting and complex logic
  • Same routing, security, and audit trail as drag-and-drop
  • Submissions processed identically regardless of build mode
  • No compromise on accessibility

Transformational Benefits of Etrieve Forms

eforms

Digitize Old Forms

Paper and PDF forms are a pain to update and maintain. They also introduce risk of illegible entries and data input errors. Etrieve Forms applies structure to data, saving time and sanity.

process

Kick Off Workflows

Forms are the perfect opportunity to start new processes, route submissions, trigger deviations, or send alerts — all automatically —based on the user’s responses.

out of the box

Access Prebuilt Forms

Softdocs Library provides more than 100 forms ready to use (or customize) for common processes in HR, finance, contracts, student services, and more.

security

Reduce Risk

Digitalizing forms with strict field controls, integrated data, and legally binding signatures reduces risk of noncompliance via missing, incomplete, or erroneous data.

Part of an Integrated
Productivity Platform

For the student, teacher, colleague, or citizen, form submission is the end. But in our integrated platform, submission is just the beginning.

Pre-populated Fields

Populate user information, dropdown values, and more by pulling data right from your ERP, SIS, or other system of record. Users see data specific to them, not a blank form.

Automatic Updates

Automatically update your ERP, CRM, or SIS systems with submitted form data. No manual entry, no re-keying information, no delays.

Instant Notifications

Fire off notifications to approvers the instant a form is submitted. With native integration to Etrieve Flow, forms become an ignition point for your processes.

Native E-Signatures

Collect compliant electronic signatures embedded directly in the form. Perfect for legally binding acknowledgements without regressing to a paper form.

Submission Archive

Route completed forms directly into the correct folder in Etrieve Content. The data joins related records with a predetermined retention policy. 

Tech Stack Friendly

Integrate with payment platforms, identity and access management, and custom applications to turn every form submission into a coordinated process.

WCAG 2.1 AA Compliant

Accessible Out of the Box

With WCAG 2.2 AA support for assistive technology, every student, parent, constituent, and colleague can complete your forms on any device.

Every field, label and error message created in the drag-and-drop form builder is accessible by default. In fact, the builder itself is also compliant!

Etrieve Forms offers:

  • Support for screen readers
  • Fully navigable via keyboard
  • Device and screen size neutrality

No other forms solution is this compliant.

We combined multiple forms into one, dynamically adjusting based on student responses. It's a game-changer.

Brian Lee, Developer UMass Global

Forms Your Peers Have Already Built

More than 1,000 institutions across higher education, K-12, and government have replaced paper and PDF forms with Etrieve Forms.

Higher Education

  • Admissions application
  • Financial aid appeal
  • Financial aid verification
  • Change of major
  • Course add / drop
  • Employee benefits enrollment

And Many More …

K-12 Education

  • Student enrollment form
  • Parent consent form
  • Special education referral
  • Staff leave request
  • Incident report
  • Field trip permission

And Many More …

Government

  • Public assistance application
  • Permit application
  • Constituent service request
  • HR onboarding packet
  • Vendor registration
  • Travel reimbursement

And Many More …

Dive Deeper Into Etrieve Forms

Blog Post
Customers Showcase: the Power and Possibilities of Etrieve Forms

See how three higher education customers use Softdocs eForms to solve complex processes in facilities, bursar and refunds, and new student admissions.

Higher Education Electronic Forms Admissions Bursar
Case Study
Fresno Pacific University Goes Paperless and Transforms Processes With Campus-Wide Deployment of E-Forms

Fresno Pacific University (FPU) deployed Etrieve Forms from Softdocs in HR, Registrar, and Financial Aid and it was a game-changer for staff and students.

Higher Education Electronic Forms Registrar Office Human Resources Financial Aid Ellucian Colleague
Webinar
From Paper Forms to 100+ Workflows: Casper College’s Automation Journey

In this live, 30-minute conversation, Casper College opens the door on what it’s been like to work with ITP in real, day-to-day workflows, at a time when transcript volume, expectations, and pressure on staff continue to rise.Hear directly from Olivia Wickman as she shares why Casper College took this step, what transcript processing looked like before ITP, and how automated processing is already shifting what’s possible around speed, visibility, and efficiency.

Higher Education

See Etrieve Forms

See how Softdocs eForms provides a whole new means to capture information from colleagues, students, parents, and citizens.

Your demo will cover:

  • How you can create unlimited forms to capture precise information
  • Drag and drop fields with no scripting
  • Link those forms to workflows to kick start automated processes
  • Use the Softdocs Library to grab preconfigured forms and adapt them to your organization

Book a demo today!