Architected for Education and the cloud, Softdocs’ Etrieve platform combines document management, electronic forms and workflow automation functionality into an easily scalable, seamless ECM experience for every user—whether on campus or online.
Discover the enterprise-wide impact Etrieve will make for your institution, from academic departments to administrative offices.
IMPLEMENTING THE ETRIEVE PLATFORM — Whether from paper-based processes or a legacy ECM system, migrating to the Etrieve platform enhances the core systems of your campus technology stack.
LEVERAGING ETRIEVE FOR CONTENT MANAGEMENT — Take the next step towards completely digitizing every record on campus, or within a few departments to start. You’ll quickly realize how impactful this is!
LEVERAGING ETRIEVE FOR ELECTRONIC FORMS & WORKFLOW AUTOMATION — Enhance the benefit of your current content management solution by deploying Etrieve as a complementary toolkit for e-forms and workflow automation.
Place the right forms in the right hands, effortlessly. Etrieve provides users with an easy-to-understand interface that delivers electronic forms, content management and workflow automation functionality to a single browser window on the device of their choice. Browser-based and responsive, Etrieve delivers a consistent experience across devices and browsers for users to enjoy.
Cultivate a consistent, campuswide response to disruption, by seamlessly implementing process improvements as needed, without delay. Deployed in the cloud, your deployment of Etrieve can quickly and affordably scale to match the rapidly changing needs of the modern student and today’s digital campus.
Recognizing the impact and value of ECM when implemented enterprise-wide, Softdocs encourages institutions to pursue implementing Etrieve across multiple departments to maximize their ROI. With no caps or per-transaction costs on form submissions, electronic signatures, e-forms or workflows, Etrieve scales with the needs of your institution.
FILING AUTOMATION — Batch scan and automatically index documents into Etrieve, leveraging data displayed on an active ERP session screen
FORMS INTEGRATION — Power mobile-friendly electronic forms that are capable of prepopulating key fields with ERP data and pass collected data back to the ERP
INDEX FIELD INTEGRATION — Keep ERP and ECM data in sync with integration that creates the initial Etrieve records and keeps them current by receiving people events in real time
INTEGRATED SEARCH — Leverage data displayed on an active ERP session screen to locate Etrieve-managed records with just one click
REAL-TIME UPDATES — Automatically update statuses inside the ERP with real-time Etrieve updates on document adds, changes and deletes
Location: Portland, OR
Number of Students: 1,500
Location: Jefferson City, TN
Number of Students: 2,500
Location: Fayetteville, NC
Number of Students: 11,000
Location: Coeur d'Alene, ID
Number of Students: 5390
Location: Dobson, NC
Number of Students: 3236
Let’s review the challenges facing your institution and determine if Etrieve is the right-fit solution you need!