1,000+ Organizations Are Modernizing Their Processes With Softdocs

We're proud to work with leading organizations across Texas. Here are some of our esteemed clients.

HigherEd_Logos_Grey_Central Texas College
K12Logos_Grey_Katy Independent School District
HigherEd_Logos_Grey_Odessa College
HigherEd_Logos_Grey_Austin College
HigherEd_Logos_Grey_Amarillo College
Grapevine-Colleyville ISD
HigherEd_Logos_Grey_Del Mar College
HigherEd_Logos_Grey_Southwestern University

“Softdocs is a one-stop shop for our information. It provides betterment for my team and increases security for our students and families’ data so that we can keep the promise of keeping them safe and secure.”

Mary Frances Schmidt | Katy Independent School District ​


Creating a Unified Organization

Our suite of products eliminates paper-based inefficiencies, securely houses records, automates form-driven processes, and integrates with core systems to drive success across all of your departments.


Capture all necessary forms and documents electronically, as well as electronic signatures from students, parents or spouses, for a smoother enrollment experience.

  • Combine incoming student applications and documents into one, secure electronic repository.
  • Simplify how students complete and send applications with mobile-friendly forms.
  • Automate forms processing steps for your staff and create flexible workflows.
  • Expedite student transactions, such as grade changes and drop-adds.

Financial Aid

Easily and quickly process financial aid applications using eForms and eSignatures. Accelerate the awarding of student funds by automating every step from submission to review/approval.

  • Use business rules to route documents to assigned staff members for processing.
  • Quickly and accurately answer student inquiries about award status.
  • Use convenient, compliant digital signatures for parents, students, and internal reviewers.
  • Reduce in-office student visits with online forms and automated notifications.

Student Services

Electronic forms, automated workflow and push notifications keep students informed and up to date with a highly detailed audit trail of their requests and submissions.

  • Give student advisors secure access to specific student information.
  • Maintain complete student records in a secure electronic repository.
  • Answer inquiries quickly and cut long student wait times.
  • Make student requests like meal plan or room assignment changes easy with eForms.

Human Resources

Create a secure digital repository for incoming resumés, applications, and other hiring-related documents. Quickly manage employees’ information changes and resolve payroll concerns by reconciling issued pay checks with data in your HR application.

  • Speed up the hiring process by automating application review workflows.
  • Use eForms to simplify benefits updates or address changes for employees.
  • Capture employee documentation electronically and tie it to your ERP.
  • Remove the need for interoffice paper shuffling with eSignatures.

Business Office

Scan and index invoices and POs upon receipt. Facilitate productivity using automated workflow queues, and electronically route invoices to the right people for faster approval.

  • Reimburse expenses faster to faculty and staff.
  • Accelerate invoice approvals with email notifications and digital signatures.
  • Automate AP processes to electronically print and distribute checks.
  • Reinforce records retention efforts.

Finance & Procurement

Streamline invoice and PO processing and facilitate productivity using automated workflow queues and electronically route invoices to the appropriate channels for faster approval.

  • Automatically capture data from standardized electronic forms.
  • Use load-balancing routes and collaborative dashboards to keep workload evenly distributed.
  • Enable remote staff to actively manage procurement responses, invoice requests, and more.
  • Answer vendor inquiries with complete details.

Case Management

Keep an accurate, easily accessible record of each client’s history. Capture, organize, and archive HUD forms, food assistance applications, and other important documents.

  • Use single sign-on to keep all client information confidential and accessible only to authorized staff.
  • Allow staff to view all supporting documents alongside CRM and ERP data.
  • Automatically identify and classify standardized government forms.
  • Provide electronic forms via a portal or public website, and minimize office and phone traffic.

Permitting & Licensing

Automated workflow queues and routing keep applications moving quickly and allow staff and/or constituents to check the status of a license or permit request easily.

  • Provide simple electronic forms via a portal or public website to minimize office and phone traffic.
  • Capture and link forms and documents on arrival for immediate online viewing by staff.
  • Dramatically reduce the costs of paper and printing.
  • Easily and securely manage document retention schedules.

Join Us at Upcoming Events


End the burden of on-prem software with low-code/no-code process automation tools.

Secure by Design

Data is protected using Microsoft Azure, with NIST 800-53, TX-RAMP, and SOC 2 Type I & II compliance.

Powerful Integrations

Connect seamlessly with your ERP, SIS, CRM, and other core student and business systems.

Easy to Scale

Achieve efficiencies in one department, then easily scale and expand across your organization.

See Softdocs in Action

See how Softdocs helps modernize operations and automate processes. Schedule your custom demo today.

Request Demo