On-Demand Webinars

On-Demand Webinars

Check out our library of recordings from previous Softdocs webinars – available to you 24/7. You'll find a variety of education topics with industry thought leaders, innovative institutions and key Softdocs personnel.

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Educational Institutions Speak Out

April 13 at 1 PM est

The economy, student enrollment, budget constraints, COVID-19 - all factors putting pressure on educational institutions to readjust their strategies. It’s no longer about in-person vs remote, but what will most advance your institution’s viability and the success of your students. What are key factors you should consider when selecting how your dollars are spent, especially when it comes to technology?

Listen as several educational organizations discuss their evaluation and implementation strategies for a campuswide eforms, workflow and document management solution to support their efficiency and growth initiatives. Additionally, an industry expert will walk you through the document migration process. You want the answers? Come prepared with all your questions!

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Paperless Prowess – Fresno Pacific’s Move to eforms, Workflows and Document Management

April 7 at 2 PM est

Fresno Pacific University believes in “connecting every student’s untapped potential with unlimited opportunity”. Toward that end, they began an initiative to end their paper-based processes by moving to an integrated eForm, automated workflow and digital document management solution. The result has been substantial staff time savings, improved process transparency
and delivery of a superior student experience. Join this session to hear how they:

-Integrated the solution with their ERP to create error-eliminating, multi-layered smart forms
-Created fast, efficient, paperless processes throughout HR, Financial Aid, Athletics and the Registrar
-Incorporated electronic payments directly into their late registration eform process
-Quickly adapted to handle COVID-related processes and staff communications

“Our use of eforms and content management keeps expanding. We constantly have departments asking if they can use Etrieve for a new process. It is exciting … we have just scratched the surface of what we can do.” -Catherine Lusk, Systems Analyst | Fresno Pacific University

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The Road to Eforms and Content Management – The Frostburg State University Story

March 2 at 2 PM est

For years Frostburg State University had known they needed a document management solution as well as a robust workflow automation tool. And while they did have an electronic forms solution, it lacked much of the functionality they needed, as well as the ability to integrate with their ERP, Peoplesoft. With backing from functional leaders in multiple offices, they were able to finally move towards a true enterprise content management (ECM) solution. This story (which just might sound familiar), includes the:
• Fight to convince leadership of the true, campuswide ROI available with ECM
• Efficiency gains achieved after only a few months of installation
• Pains of dealing with staffing shortages and IT turnover which threaten to derail the project
• Ability to rid the university of costly eSignature and ineffective forms solutions
• Creation of an integrated platform that includes document management, eforms and automated workflows

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3 Higher Ed ECM Success Stories

February 24 at 2 PM est

The economy, changes in student enrollment, budget constraints and even COVID-19 - all factors putting pressure on higher education institutions to readjust their strategies. It’s no longer about in-person vs remote classrooms, but what will most advance your institution’s viability and success. Community Colleges in particular must embrace their ability to pivot to new types of students and opportunities. But how?

Listen as three Community College stories are presented, showcasing how each evaluated and/or migrated to a campuswide eForms, automated workflow and content management solution to support their efficiency and growth initiatives. Following each story will be a brief demo on the parts of the technology that institution is using to help propel their strategy.

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Evaluating E-Forms and Automated Workflows – 3 K12 Customer Success Stories

February 17 at 2 PM est

In-person, remote classrooms and now hybrid- the need for technology within education is only growing. But your EdTech budget might not be. It is imperative you look at needs as well as what will most advance your district’s success. What are the key factors you should consider when selecting how your technology dollars are spent?

Listen to three K-12 district stories on how each evaluated and/or migrated to a districtwide electronic forms, automated workflow and content management solution to support their efficiency initiatives. Following each story will be a brief demo on the parts of the technology that district is using to propel their strategy.

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ESignatures, EForms and Document Management: What You Should Know

February 3 at 2 PM est

Within both higher education and K-12, there are many processes which require documents to be signed by students, parents and/or staff. In most cases, you now must be able to gain those signatures digitally, adding an additional burden to an education field that is already stretched financially and timewise.

As institutions increasingly take documents and other processes digital, it is vital they maintain compliance with the various laws and regulations surrounding the use of electronic records and signatures. This session will cover basic requirements that institutions must meet, as well as a brief introduction to how Enterprise Content Management (ECM) can cost-effectively satisfy these requirements— while also providing the efficiencies available through electronic forms and automated workflow.

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What is ECM? Why is it important in K12?

January 20 at 2 PM est

The work within a K-12 school district only seems to increase these days. But you can’t always hire (or even find) additional, qualified staff. So it becomes essential to find ways to increase efficiencies and speed up already existing processes. For many K-12 schools and districts, the answer is often Enterprise Content Management (ECM). What the heck is THAT??

In this brief, 30-minute webinar, an EdTech veteran explains the basics of what ECM is, how it works, and how it can eliminate bottlenecks and paper-processes that bog down your district. Specifically, this session covers how ECM :

Provides a centralized, digital content repository - capturing often lost content and eliminating paper.
Improves efficiencies by simplifying and automating business processes with easy-to-use electronic forms.
Helps you gain more visibility into your operations and cross-departmental processes with workflow automation.

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K-12's Choice for E-Forms and Workflow - An Etrieve Presentation and Demo

February 16 at 12 PM est

Is your K-12 district still paper-based, yet looking to transform and integrate key processes? Have you thought about utilizing electronic forms and automated workflows to streamline operations across your district? If 2020 taught us anything, it’s that now is the time! And here Etrieve is the place to start.

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