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.
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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.
Upcoming Webinar
Oct. 12: What is ECM and Why is it Important in K-12?
This webinar introduces to basics of what ECM is, how it works, and how your peers are already leveraging it to eliminate the bottlenecks and paper-based processes that could be at the center of your frustrations.
Blog
Softdocs Announces Adam Park as Chief Executive Officer
"We are thrilled to welcome Adam to the Softdocs team. He is a well-respected, proven leader in this space and we are excited to have him join us—and the Softdocs Community—for this next chapter in our story."
Business processes can involve data and users from a variety of systems at schools. 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.
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 at your institution that are easy for everyone to understand. And with real-time reporting and intelligent navigation features, this graphical designer increases workflow visibility.
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.
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.
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.
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.
