Manage Your Documents and Processes with Maximum Security

Eliminate the costs, inefficiencies, and risks of paper and manual business activities by digitizing documents and forms, and automating your daily constituent, student, and business processes.

By integrating with your ERP, SIS or CRM, Softdocs breaks down information silos to provide your staff and faculty with easy, secure access to the information they need when they need it. All while ensuring the highest level of data security in the cloud.

3.6 million

Unique Logins over last 12 months

7.2 million

Unique Forms Processed over last 12 months


Total Workflow Processes Automated in Etrieve

234 million

Total Documents Stored in Content

The Complete Cloud Platform for Process Automation

FY24 SoftdocsHeroShots_K12_AllDevices
  • Document Management: Store, organize, search, edit, and review all documents from a single, secure repository.
  • Forms: Create, edit, and route electronic forms from anywhere, on any device.
  • Workflow: Build, configure, and automate workflows for simple and complex business processes.
  • Signatures: Automatically initiate federally compliant signature requests and routing.
  • Print Customization: Run print jobs with logos, signatures, and MICR bank information with data from core systems.


End the burden of on-prem software with low-code/no-code process automation tools.

Secure by Design

Data is protected using Microsoft Azure, with NIST 800-53 and SOC 2 Type I & II compliance.

Powerful Integrations

Connect seamlessly with your ERP, SIS, CRM, and other core student and business systems.


Achieve efficiencies in one department, then easily scale and expand across your organization.

Easy to Use and Administer

Our software is purpose-built to provide an intuitive, simple, and powerful user experience.


The platform is WCAG 2.1 AA compliant, web/mobile-friendly, and built with accessibility in mind.

No Downtime

Maximize business operations with guaranteed automatic upgrades and zero downtime.

Eliminates IT Burden

Optimize resources and give time back to your employees to focus on what matters most.

Our Products

Whether migrating from paper-based processes or a legacy document management system, Softdocs captures, routes, and secures student, constituent, and business information in one complete, cloud-based platform.

Document Management

Store and organize all your documents in a single, secure repository. Create a long-term solution for searching, reviewing, and editing documents with complete control over access permissions and an extensive audit trail.

Softdocs document management platform highlighting student transcript on computer monitor


Replace paper with electronic forms you can pre-populate with data from any ERP or SIS. Employees, students, and constituents can now complete and submit forms anytime, anywhere, using their computer or mobile device.

Softdocs eforms purchase approval form on ipad mobile device


Move eForms and other documents through the proper process automatically. You can build, configure, and automate workflows in minutes for simple and complex business processes. Enhance your team’s ability to work at their best with configurable alerts, audit history, real-time reporting, and drag-and-drop controls.

Softdocs workflow designed on laptop


Collect federally compliant digital signatures while drastically reducing the usual costs associated with capturing wet signatures using Softdocs’ unlimited signature model. Staff can automatically initiate signature requests and routing for students, parents, constituents and staff, and provide one-click authorization that meets compliance requirements.

Softdocs eforms and esignatures examples on mobile devices ipad and iphone

Print Customization

Customize print jobs with logos, watermarks, signatures, and MICR bank information—all pre-populated with data from your ERP or SIS for common payroll documents, purchase orders, and check creation.

Softdocs platform on mobile ipad monitor and ipad

Client Testimonials

One of the nice things about Softdocs is it helps us mask complexity. When a group needs to be notified about a student information or status change, it just happens in the background.

-Vice Provost for Information Technology, CIO -Seattle University

We wanted to consolidate all employee onboarding information in one platform, making it streamlined for new employees and less cumbersome for hiring managers. Softdocs has allowed us to do that.

-Manager, Institutional Support Information Technology, Client Services -Pepperdine University

With Softdocs eForms, the data is pre-populated and indexed automatically, so it lessens the opportunity for user error.

-Enterprise Applications Analyst -Fresno Pacific University

(The new process) just makes sense to students. It's intuitive, and they're like, ‘Yep, this is how it should be.’

-Director of Financial Aid -Southeastern Oklahoma State University

With Softdocs, the data tells the story.

-Director of Student Administrative Services -Francis Tuttle Technology Center

Now the Business Office receives live updates of student payments when it used to take weeks or months to resolve.

-Data Management Specialist -Pratt Community College

We Love Our Clients

See Softdocs in Action

See how Softdocs helps modernize operations and automate processes. Schedule your custom demo today.

Request Demo