eForms & eSignatures
Build digital forms for students, parents, faculty & staff to access anywhere, at any time. With full eSignature compliance, you will benefit from secure access and a detailed audit history.
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Solutions
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.
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Resources
Simplifying Collection of Electronic Payments
With the help of Softdocs’s eForms and workflow solutions, Fresno Pacific was able to come up with an elegant solution that tied together their 3rd-party payment processing vendor with their registration process.
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Company
Single platform for all its process needs in Softdocs
Waers had to find replacements for these applications – ideally within a single platform – and do it quickly, which led him to find Softdocs.
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Clients
Connect with Support
Visit the Softdocs Community, our all-in-one customer portal, to access product documentation and updates, network with fellow Softdocs users or interact with our support team.
eForms & eSignatures
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 education 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.
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.
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 eForms file into the appropriate student, vendor, or employee folder within Etrieve Content, saving time and ensuring consistency.
Sign Forms Electronically With 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.
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.
