Data in multiple locations not only wastes time and resources, but also increases room for error and inconsistency. Etrieve Forms has pre-populating capabilities that can automatically fill in data from your existing ERP system, as well as pass back form data upon approval, ensuring accuracy, reducing processing times and ensuring the protection of sensitive information.
Stay up-to-date on the status of e-forms by electing to receive email notifications and view the lifecycle of a form at any stage, eliminating lost documents and workflow delays. With Form History, you can view an instant snapshot of where a form has been, where it is now and where it is going.
Set up repeat processes for handling similar types of forms. Automatically route and file like forms upon completion, eliminating the potential for misplaced files. Completed e-forms file into the appropriate student, vendor or employee folder within Etrieve Content, saving time and ensuring consistency.
Replace the time-intensive process of gathering signatures and simplify your approval processes by leveraging electronic signatures within Etrieve. Supporting single sign-on, Etrieve login credentials provide secure access to the forms and documents that each user needs to submit, review or approve, while user-assigned privileges in Etrieve and a detailed form history ensure electronic signatures are valid and compliant with the ESIGN Act and the UETA.
Etrieve Forms is an electronic form solution that allows students and employees to review, approve, deny, comment and re-route forms as needed, eliminating the need for paper. View this brief video demonstration of Etrieve Forms’ pre-populating capabilities, ERP integration and other key electronic form features.
Our innovative software solutions redefine business processes in the educational marketplace by improving student service and employee productivity through providing complete control over how content is captured, processed and distributed.
Etrieve Forms is our next generation, browser-based electronic forms solution. Paired with Etrieve Flow, our intuitive workflow engine, users can easily complete forms on the web for routing through rules-based workflows.
Etrieve Forms Builder is an extension to the next generation, browser-based Etrieve Forms solution, allowing institutions to easily create, modify and deploy mobile-ready, dynamic HTML forms.
