Higher Education

The Softdocs platform has been designed to help meet the business needs of higher education institutions. With a scalable, browser-based solution that minimizes paper records, improves student and employee service through the use of electronic forms, and increases overall processing efficiencies, your institution can see drastic improvements across the board.

Student Services

Today’s students demand immediate access to information 24-7 from any device. The Etrieve platform makes that a reality by creating a totally paperless, mobile-ready solution to help tackle common student requests. From admissions and financial aid applications to change of major and transcript requests, students can access, complete and collect required documents and signatures seamlessly. In return, institutions reduce lost paperwork, have detailed audit trails and eliminate manual processing bottlenecks along the way.

Student Access to Forms and Content from Any Device

Detailed Audit Trail of All Student Requests

Automatic Notifications of Deadlines and Escalations

Paperless Financial Aid

Consolidate all financial aid documentation including parent, student, federal and state forms to a single portal for easy access, submission, review and verification. The overall process is streamlined and automated, reducing a traditional three week process down to just three days or less.

Student E-Forms

Fully customizable, dynamic e-forms allow your institution to create a complete electronic process for student needs including financial aid, graduation applications, change of major and transcript requests and other key forms. Leveraging tight integration to back-end ERP systems, e-forms can be prepopulated with student data reducing upfront legwork and ensuring data consistency.

Once complete, data captured can be automatically pushed back to the ERP, the form is processed through predetermined workflows and finally stored to the electronic student file in Etrieve Content.


The Bursar’s office is where Softdocs really made an initial impact. Not just for making it efficient, but also for all of the billing and accountability.


August Alfonso | Chief Information Officer | Del Mar College, TX


Checks, purchase orders, and tax forms—all paperless. We eliminate the need for paper at the start for those common financial processes and more. From creating, capturing, indexing, archiving and processing, we help tackle the paper challenge upfront by streamlining workflows, reducing costs and unnecessary effort.

Create a Paperless Audit Trail

Integrate to Existing Accounting Systems to Automatically File and Index Content

Authorize Tax Forms and Capture Electronic Signatures

Paperless AP Approval

Invoices, receipts and other related correspondence can come in through a variety of channels. Capture, store, manage and track accounts payable content in a consolidated and secure electronic file location. Ensure that all documentation is easily accessible and cut down on manual paper-pushing of documents. In addition, seamless integration back to existing accounting systems allows for the automatic creation, capture and delivery of AP checks and correspondence.

Tax Form Processing and Delivery

Given the overload of everyday operations for institutions, tax forms can present an even more daunting task. Our team works to help eliminate that by processing and finalizing 1098-T’s, 1099’s and W-2’s for you. We start by importing data through a fully customizable template to complete the initial process. Once complete, the forms are printed, pressure sealed and mailed, allowing your staff to focus on the more pressing matters at hand.


I still have the first receipt printed in Accounts Receivable. Softdocs exponentially enhanced the way we receive payment from students. It took away all of the existing paper processes.


August Alfonso | Chief Information Officer | Del Mar College, TX

Human Resources

Let our next-generation platform streamline your employee-related needs from hire to retire. From process automation with integrated electronic forms to archived files, our solutions allow your institution to ease personnel processes related to onboarding and overall employee management. The new hire process is eased for the employee and your institution, and future access to files is immediate… at any time, from anywhere.

Complete Onboarding Processes in a Fraction of the Time

Archive All Employee Records While Saving Space

Accumulate and Track Employee Forms and Documentation

Employee Onboarding

The new hire process is full of paper stacks, wet signatures and piecemealed forms. The process is disconnected and archaic, and wastes valuable time for both the institution and new employees. Complete with electronic signature capabilities, new hires can have secure access to fill out forms, have them processed by HR and stored to an electronic employee record, all prior to their start date.


I would say it is just lightning fast for me now. When it was manual, you would have to go through and count to make sure employees added correctly. This automatically does that for you.


Susan Hall | Administrative Assistant | Rockingham Community College

We strive to simplify.

Our innovative software solutions work to redefine business processes in the educational marketplace by improving student service and employee productivity with complete control over how content is captured, processed and distributed.