Electronic Forms

Electronic Forms

Etrieve Forms eliminates the need for paper at its source, decreasing processing time and more. Allow students and employees at your school to complete forms online, and easily route them through a pre-determined, automated workflow via Etrieve Flow. Users can review, approve, deny, comment or re-route forms based on their need, making paper forms something of the past.

Forms Template Library


Leverage, modify and deploy pre-built forms from a library of professionally designed templates.

Reduce Processing Times


Avoid the laborious process of responding to employee and student requests by mail. Electronic forms allow for automatic updates and responses to save you time and keep your people informed.

ERP Integration for Pre-Population of Data


Integrate electronic forms with your ERP solution to automatically populate common form fields.

Track and Escalate Form Status


The whereabouts and status of a form will update automatically, improving accountability and communication.

Complete Forms in a Fraction of the Time.

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.

Explore how Etrieve Forms makes processes more efficient and convenient.

Intuitive, Supportive, Intelligent.

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.

Automatically Route and Store Completed Forms.

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.

Electronic Signatures Within Etrieve

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.

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    Secure login credentials ensure users can only access the forms they need to submit, view or approve

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    Detailed form history audits which users sign a form and when, as well as changes or comments made

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    Electronic signatures in Etrieve are compliant with the ESIGN Act and the UETA

Etrieve Forms makes it easy.

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

    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

    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.