Process Automation and Document Management in One System

Process Automation and Document Management in One System

The Softdocs Platform combines all the functionality of document management, electronic forms, and workflow automation into a flexible, scalable and seamless experience.

Digitize, Automate and Secure

Discover the full impact that Softdocs can have on your organization in the public sector, whether education or state and local government. Allow your teams to focus on priorities to increase efficiency, access and security.

Enterprise-Level Efficiency Begins Here

Whether from paper-based processes or a legacy system, migrating to the Softdocs platform enhances the core systems already deployed.


Supporting the creation of comprehensive digital records, Etrieve extends secure, anytime document access to your students and staff.


Optimizing the experience of remote employees and distance learners, Etrieve streamlines and simplifies data collection processes.


Increasing process visibility, Etrieve increases data consistency across disparate systems—standardizing how content is managed.

A Right-Fit Solution for Education

Browser-Based, Responsive Design


Users complete every action, including scanning and system administration within a single browser window-on any device-without the need for locally installed software.

Deployed in the Cloud


Leveraging Microsoft Azure for deployment and hosting, Etrieve provides significant improvements in security, disaster recovery and compliance that is available when leveraging on premise higher education or K12 ECM systems.

Enterprise Level Access


Whether your institution pursues an enterprise implementation from the start or a phased approach over time, the Softdocs licensing model means easily scalable, affordable ECM system expansion is never out of reach.

Integrations with ERP/SIS/CRM


Multiple integration points and an extensive API framework allow Etrieve to seamlessly integrate with your deployed ERP, SIS and CRM, in addition to other trusted campus systems. Etrieve can deliver value for your school district by improving efficiency and scalability across departments and increasing student and family engagement.

Etrieve is Intuitive

Place the right forms in the right hands, effortlessly. Etrieve provides users with an easy-to-understand interface that delivers electronic forms, content management and workflow automation functionality to a single browser window on the device of their choice. Browser-based and responsive, Etrieve delivers a consistent experience across devices and browsers for users to enjoy.

  • icon

    Easily organize and file documents with a visual filing structure

  • icon

    Annotate, redact, rotate and clean images without third-party tools

  • icon

    Leverage Etrieve’s graphical workflow designer to build and manage automated workflows

Etrieve Deploys in the Cloud

Cultivate a consistent, campuswide response to disruption, by seamlessly implementing process improvements as needed, without delay. Deployed in the cloud, your deployment of Etrieve can quickly and affordably scale to match the rapidly changing needs of the modern student and today’s digital campus.

Etrieve is Designed to Grow

Recognizing the impact and value of ECM when implemented enterprise-wide, Softdocs encourages institutions to pursue implementing Etrieve across multiple departments to maximize their ROI. With no caps or per-transaction costs on form submissions, electronic signatures, e-forms or workflows, Etrieve scales with the needs of your institution.

  • icon

    Browser-based, with no need for locally installed software

  • icon

    Unlimited use of electronic forms and workflows

  • icon

    No per-transaction or per-submission fees

Etrieve Serves All of Campus

FILING AUTOMATION — Batch scan and automatically index documents into Etrieve, leveraging data displayed on an active ERP session screen

FORMS INTEGRATION — Power mobile-friendly electronic forms that are capable of prepopulating key fields with ERP data and pass collected data back to the ERP

INDEX FIELD INTEGRATION — Keep ERP and ECM data in sync with integration that creates the initial Etrieve records and keeps them current by receiving people events in real time

INTEGRATED SEARCH — Leverage data displayed on an active ERP session screen to locate Etrieve-managed records with just one click

REAL-TIME UPDATES — Automatically update statuses inside the ERP with real-time Etrieve updates on document adds, changes and deletes

Get a Personalized Demo Today

Let’s review the challenges facing your institution and determine if Etrieve is the right-fit solution you need!