Process Automation and Document Management in One System
The Softdocs Platform combines all the functionality of document management, electronic forms, and workflow automation into a flexible, scalable and seamless experience.
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.
Modernizing the Student Experience
University leadership believes in the importance of process improvement and making it easier for people to engage and do business with the institution. Integrating Softdocs into their tech stack is just one more essential building block toward that goal.
Single platform for all its process needs in Softdocs
Waers had to find replacements for these applications – ideally within a single platform – and do it quickly, which led him to find Softdocs.
Connect with Support
Visit the Softdocs Community, our all-in-one customer portal, to access product documentation and updates, network with fellow Softdocs users or interact with our support team.
The Softdocs Platform combines all the functionality of document management, electronic forms, and workflow automation into a flexible, scalable and seamless experience.
Discover the full impact that Softdocs can have on your organization in the public sector, whether education or state and local government. Allow your teams to focus on priorities to increase efficiency, access and security.
Whether from paper-based processes or a legacy system, migrating to the Softdocs platform enhances the core systems already deployed.
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
Let’s review the challenges facing your institution and determine if Etrieve is the right-fit solution you need!