SoftdocsDocument and Records Management

Softdocs is the only education-focused provider of document management and process automation tools enabling schools to modernize campus operations and drive institutional success. We have helped hundreds of clients seamlessly integrate our platform with their SIS and other core systems across campus providing secure and compliant document management, workflow automation, electronic forms, and eSignatures to build a connected campus and easily do more with less.

  • Icon for K-12 Eductaion
    K-12 Education
  • Higher Education Icon
    Higher Education
  • Government icon
    State & Local Government

We take a personal interest in every institution and district we serve. Whether you need help conceptualizing the basics of our products or envisioning the full scope of our solutions, we have resources for you.

Products and Services

Document Management
Etrieve Content stores and organizes all institutional documents in a single, secure, and feature-rich repository. Students and employees can search, review, and edit documents while tightly controlled security limits access with an extensive audit trail. Easily organize documents within our customizable filing structure, share and collaborate across departments, and edit on the fly with image clean-up, redaction, and numerous annotation options.

Electronic Forms & eSignatures
Etrieve Forms enable employees to create, edit and route electronic forms from any device. Paper forms are replaced by fillable PDF or HTML forms pre-populated with data from any campus system, and staff and students can complete and submit forms on their computer or mobile device. Forms also include unlimited, federally-compliant digital signatures with no additional per-signature/envelope costs.

Workflow Automation
Etrieve Flow allows users to build, configure, and automate workflows in minutes for simple and complex business processes. Complete with configurable notifications, detailed workflow history, real-time reporting, and intelligent navigation, Flow improves process efficiencies and reduces processing times across campus.

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