Workflow Automation

Free Demo | Workflow Automation

Etrieve by Softdocs includes a fully interactive, user-friendly workflow designer. It enables institutions to automate both basic and complex business processes to modernize campus operations and drive student success. This, in turn, reduces current workflow bottlenecks, increases visibility, and standardizes business operations to increase efficiency. Fill out the form to receive a free demo of Etrieve.

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Who is Softdocs?

Softdocs is the only higher education-focused provider of process automation and content management technology to enable institutions to modernize campus operations and easily do more with less.

We have helped hundreds of educational institutions seamlessly integrate our platform with their SIS and other core systems across campus, providing secure and compliant forms, workflows, electronic signatures, and content storage to build a connected campus and drive student success.

The team at Softdocs is dedicated to helping schools work smarter, not harder, giving their students the best chance at success. At the end of the day, our goal is to help our customers redefine business processes, reduce the need for paper and improve student service and employee productivity through our robust set of solutions for enterprise content management, electronic forms, and workflow automation.

We've come a long way since launching our first print management device in 1998. As our customers' needs have grown, so have we. That need is what's driven us to create a scalable, innovative, responsive software platform that helps eliminate paper-based manual processes in over 700 higher education institutions and K-12 districts.



Integrate documents, electronic forms and ERP data into higher education or K-12 workflow routing and decisions to connect all aspects of your electronic world.

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 flexible, complex workflows allow you to stay informed at every step of your repeat business processes.

Graphical Workflow Designer


Intuitive UI makes the process of building and maintaining workflows simple - no complex configuration or coding required.

Customer Story 

Yosemite Community College District Evaluates Electronic Forms, Workflow and Content Management Solutions

Request A Free Demo

Let’s take a look at how Softdocs' products and its workflow automation can support the processes of your campus or district. Schedule your free product demonstration today.