Electronic Forms
Easy build forms and get them where they need to go with Etrieve Flow.
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. View our Architected for the Cloud Overview.
Solutions
By Market:
Etrieve by Softdocs
Architected for Education and the cloud, Softdocs’ Etrieve platform combines document management, electronic forms and workflow automation functionality into an easily scalable, seamless ECM experience for every user—whether on campus or online.
Press Release
Sandhills Community College Launches Etrieve Cloud Initiative To Improve Efficiency and Security
"We are excited to partner with Sandhills Community College on this migration to ensure they have greater control and feel more secure.”
Easy build forms and get them where they need to go with Etrieve Flow.
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 education ERP system, as well as pass back form data upon approval, ensuring accuracy, reducing processing times and ensuring the protection of sensitive information.
Etrieve Forms' contract lifecycle management tools are time-saving and resourceful. Stay up-to-date on the status of eForms 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 eForms 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.
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.