An all-inclusive workflow solution, simplified.
Business processes can involve data and users from a variety of systems. Leverage Etrieve Flow to blend content and forms with existing ERP data to save even more time and resources. Automatically push completed e-forms through a pre-determined workflow to a reviewer. Once approved, e-forms can file directly to the correct student, vendor or employee folder in Etrieve Content and pass data back to your ERP, eliminating the need to manually re-key submitted information.
See how Etrieve Flow automates and manages business processes easily.
“Electronic workflow has changed everything because we now have the information we need at our fingertips.”
Tracy Bolt | Registrar | Stevenson University
“The SmartFusion integration capabilities and additional functionality of Softdocs workflow solution, at the cost we could get it for, made Etrieve the obvious choice.”
Kevin Judy | Assistant Superintendent for Human Resources | Bulloch County Schools
“It changed our entire office. Before, if we needed any information on a student we literally had to walk up from our desk and go search for that file. The fun thing was when somebody else had that file. Now everybody has every student on the desktop where they can pull up information on any student they want to at any time, and it is wonderful.”
Melonie Kilby | Registrar | Wilkes Community College
Graphical, integrated, automated.
Build workflows of any type with Etrieve Flow's simple drag and drop workflow designer. With no complex configuration or coding required, you can deploy conditional and dynamic workflows that are easy for everyone to understand. And with real-time reporting and intelligent navigation features, this graphical designer increases workflow visibility.
An Overview of Etrieve Flow Designer
This brief, visual overview demonstrates the use of Etrieve Flow, Softdocs’ automated workflow solution. Etrieve Flow allows you to blend content and forms with existing ERP data to save time and resources, eliminating the need to manually re-key submitted information. while maintaining data consistency.
An Overview of the Inbox in Etrieve Central
This brief, video overview demonstrates the Inbox functionality within Softdocs’ Etrieve Central, including the ability to approve, decline, refer, return and add attachments to all documents and packages received, as well as viewing their comments history and audit trail.
An Overview of Etrieve Connect
This brief, visual overview demonstrates the use of Etrieve Connect to extend and seamlessly integrate Etrieve, Softdocs’ Enterprise Content Management (ECM) solution, into trusted campus systems. Enjoy the benefits of data consistency across applications (including ERPs, CRMs and Student Information Systems) and eliminate the need to manually rekey information, with Etrieve Connect.
See Etrieve Flow Go
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.
Fully browser-based, Etrieve Flow is built from the ground up to manage complex, process-based workflows to connect all aspects of your electronic world.