A Simplified, All-Inclusive Workflow Solution

Business processes within education and the public sector can involve data and users from a variety of systems and departments. Softdocs Workflow Automation software combines content and forms with existing ERP or SIS data to save time and eliminate communication gaps across disparate systems.

Automatically Route and Store Completed Forms

Set up repeat processes for handling similar types of forms. Automatically route and file like forms upon completion, eliminating the potential for misplaced files. Completed eForms file into the appropriate student, constituent, vendor, or employee folder within Etrieve Content, saving time and ensuring consistency.

Reimagine the Ideal Process Workflow

Customize workflows based on your specific processes, and automatically push completed documents and electronic forms through a predetermined workflow to the proper reviewer. Once approved, eForms can file directly to the correct student, constituent, or employee folder in Softdocs and automatically share data back to your ERP or SIS.

Change Workflow Queues or Assignments

Automatically update your workflows to reflect new process steps or a change in staffing, such as when an employee takes PTO. Or create a centralized workflow dashboard that allows staff to process documents in the queue on a “first come, first served” basis.

7.2 million

Unique forms processed over last 12 months

5.7 billion

Executed Cloud Transactions over last 12 months

7.2 million

Unique forms processed over last 12 months

Simple, No-Code Workflow Creation

Build process workflows of any type with our simple drag and drop workflow designer. With no complex configuration or coding required, you can deploy conditional and dynamic workflows that are easy for everyone to understand.

Product Features

Fully Integrated

Integrate documents, electronic forms, and ERP data into workflow routing to simplify processes organization-wide.

Detailed Workflow History

Improve accountability with a detailed history of all document interactions, from creation to revisions to storage.

Customizable Notifications

Customize notifications to communicate exactly what they need to know and when

Graphical Workflow Designer

Intuitive UI simplifies building and maintaining workflows by eliminating complex configuration and coding.

Client Testimonials

One of the nice things about Softdocs is it helps us mask complexity. When a group needs to be notified about a student information or status change, it just happens in the background.

We wanted to consolidate all employee onboarding information in one platform, making it streamlined for new employees and less cumbersome for hiring managers. Softdocs has allowed us to do that.

With Softdocs eForms, the data is pre-populated and indexed automatically, so it lessens the opportunity for user error.

(The new process) just makes sense to students. It's intuitive, and they're like, ‘Yep, this is how it should be.’

With Softdocs, the data tells the story.

Now the Business Office receives live updates of student payments when it used to take weeks or months to resolve.

One of the nice things about Softdocs is it helps us mask complexity. When a group needs to be notified about a student information or status change, it just happens in the background.