Workflow Automation

If you’re still operating with manual workflows and paper forms, you’re wasting hundreds of hours trying to track down paper and the status of paper forms. Give your staff this time back and expedite a number of tasks with Etrieve Flow, a fully interactive, user-friendly workflow designer that allows institutions to automate both basic and complex business processes.



Integrate documents, electronic forms, and ERP data into higher education or K-12 workflow routing to connect all aspects of your electronic world and simplify a number of processes, including teacher onboarding, transcript management, admissions, and more.

Detailed Workflow History


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


Customize your notifications to tell you exactly what you need to know, when you need to know it. Our workflows are built specifically for K-12 and higher education, allowing you to stay informed at every step of the process.

Graphical Workflow Designer


Intuitive UI makes the process of building and maintaining workflows simple. Say goodbye to complex configuration and coding!

An all-inclusive workflow solution, simplified.

Business processes within education can involve data and users from a variety of systems and departments. Etrieve Flow's vendor management software blends content and forms with existing ERP data to save time and eliminate communication gaps across disparate systems. Here’s how it works:

- Customize workflows based on your specific processes.
- Automatically push completed electronic forms through a predetermined workflow to a reviewer.
- Once approved, eForms 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 solutions fit to handle the most complex workflows.

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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.

See how Softdocs' education workflow automation solutions improve school business processes.

Graphical, integrated, automated.

Build education 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.

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.