Etrieve by Softdocs is a true all-in-one platform that includes enterprise content
management, electronic forms and workflow automation. Etrieve provides users
with a single point of entry for system administration, access to content, forms and
workflows, as well as reporting and security utilities. Accessible from any device on
any platform, Etrieve offers fully functional component-base architecture that is
flexible to meet the needs of any school district or higher education institution.

Our next generation enterprise content management solution allows you to manage all documentation and related content in a secure, standardized manner to increase efficiencies and access to information across all departments.


Explore Content

Our electronic forms solution enables students and employees to complete web-based forms with intelligent workflow designs, eliminating the need for paper at its source while decreasing processing time and more.


Explore Forms

Connect all departments and aspects of your institution through our intuitive graphical workflow designer, allowing administrators, finance, IT and HR manage simple to complex processes entirely online.


Explore Flow

Intuitive UI

A simple, intuitive interface for users at all levels.

fully browser based

Browser-Based & Responsive

Perform all actions within your browser from a PC, Mac, tablet or phone without local software to install or configure.

ERP Integration

Easily pass data to and from ERP solutions.

Enterprise Level Licensing

Designed to grow, with no additional per-user license fees to worry about.

Software Extensions


Etrieve Launch Allows for one-click access to documents related to an active ERP screen.

Etrieve File Enables automatic indexing of scanned documents based upon content displayed on an active ERP screen. Etrieve File can also provide easy batch scanning of documents in a high production environment.

Email Capture Automatically captures emails and their attachments from one or multiple monitored mailboxes into the appropriate folder within Etrieve. The body of the email, attached files and key information can all be captured and stored within Etrieve Content.

Forms Integration Allows for the push and pull of data to and from an ERP system and other third applications back to Etrieve Forms. This integration includes the ability to pre-populate form data based on known student or employee information.


You can’t go with what you have, you have to re-engineer it to what you want it to be. Just because something worked one way before…maybe with [Softdocs] you can do it a better, different way.


Lynn Reynolds | Registrar | Monmouth University

See Etrieve in action.

Our innovative software solutions work to redefine business processes in the educational marketplace by improving student service and employee productivity with complete control over how content is captured, processed and distributed.