2025 Softdocs Winter Platform Release
We’re excited to jump into the enhancements of the Softdocs platform in the Winter 2025 release. Of particular interest is the new Web Capture app for batch capture and its integration with Intelligent Document Processing, additional integration options within eForms, and the introduction of Softdocs within the Salesforce AppExchange. Let’s get into it.
Batch Capture with IDP
The new Web Capture App gives your team the ability to upload and process documents in batches via local folders and drives. Batch capture is fully supported by Intelligent Document Processing (IDP), Softdocs’ AI-based engine that reads each document, identifies its business context, and categorizes its key values.
Intelligent Document Processing (IDP) is a true productivity booster. In addition to batch capture, it’s also available in email plugins and our virtual printer.
eForms Integration Updates
Softdocs eForms is the no-code form designer that customers use to collect information from students, staff, faculty, citizens, and more. (Softdocs does not limit how many forms you create, or how how many submissions you receive.) We’re pleased to announce that Softdocs now supports form options populated by external data sources to reduce unnecessary fields and provide a smarter user experience. For example, schools could pull in class names and availability based on the student’s information.
eForms now also have a permanent URLs that remain stable even when the form is updated, saving the headaches of having to republish when changes are made.
Extended IAM
In the Fall release, we announced user login support for Google. Our next-generation Identity and Access Management (IAM) tool now includes support for Facebook, Microsoft, and Apple. IAM users can log into Softdocs without a Softdocs user account to submit forms and participate in approval workflows. This is ideal for parents, donors, and volunteers. IAM users remain under the complete control of your admin.
Salesforce AppExchange
For all of you Salesforce users, the official Softdocs connector is now available in the AppExchange.
See it in Action at Bridge 25
Register for Bridge 25, the Softdocs User Conference taking place in Nashville this July, to see and test every feature and many more in action. Bridge 25 is the best opportunity to get your hands on the newest features.