Workflow Automation

Etrieve Flow, our fully interactive, user-friendly workflow designer, allows institutions to automate both basic and complex business processes. The intuitive design allows you to create pathways as simple or multifaceted as your specific processes dictate, reducing current workflow bottlenecks, increasing visibility and standardizing disparate business operations.

Fully-Integrated

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Integrate documents, electronic forms and ERP data into workflow routing and decisions to connect all aspects of your electronic world.

Detailed Workflow History

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Achieve maximum accountability with a detailed history of all your data. From creation and revisions to ultimate storage, you'll have a clear picture of the path your data took.

Customizable Notifications

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Customize your notifications to tell you exactly what you need to know, when you need to know it. Our flexible, complex workflows allow you to stay informed at every step of your repeat business processes.

Graphical Workflow Designer

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Intuitive UI makes the process of building and maintaining workflows simple - no complex configuration or coding required.

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.

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    Improve process efficiencies with flexible, complex workflow capabilities.

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    Integrate Content, Forms and ERP data to automatically route your data where it needs to go.

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    Increase workflow visibility so you always know what went where (and who sent it).

"[Electronic] workflow has changed everything because we now have the information we need at our fingertips."

Tracy Bolt | Registrar | Stevenson University

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"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

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"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

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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.

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 Cloud

    Leveraging the Microsoft Azure platform, Etrieve Cloud offers a fully cloud-based deployment option for Softdocs’ enterprise content management, electronic forms and workflow solution.

    Download Cloud Brochure

  • Etrieve Flow

    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.

    Download Flow Brochure