Business processes can involve data and users from a variety of systems at schools. Leverage Etrieve Flow's vendor management software to blend content and forms with existing ERP data to save even more time and resources. Automatically push completed electronic 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.
“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
“We kept asking for things that weren’t possible with Doc e, but that could be accomplished through Etrieve. Etrieve gives us a better, more flexible platform that allows us to continue to grow with the software and Softdocs.”
Todd Poole | Technology Director | Harrison County Board of Education
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.