The Softdocs Conference in Sacramento, CA

From Forms to Student Success: Building a Campus Workflow Program with Etrieve

At Santa Barbara City College, campus processes once lived in a scattered mix of PDFs, email inboxes, shared drives, and Google Forms. Moving to Softdocs Etrieve turned out to be less a technical swap and more a new partnership between IT and the departments that own the student experience. David Gowans, Information Systems Specialist, shares SBCC's approach to building a sustainable campus workflow program — not just converting forms — including how they prioritized high-value processes, phased their rollout, and defined ownership between form owners and technical teams. Expect a candid look at starting later than peer institutions, plus a reusable intake and rollout framework attendees can take home.

Softdocs Roadmap

Get an insider preview of major announcements and new, customer-requested features coming in 2026 and beyond. Andrea Link, our SVP of Engineering and Cloud Ops, will review all of the recent updates, show quick demos of new features in action, and learn from you about what's most important to your organization.

One Bite at a Time: Inside Montana State University's Letter of Appointment Redesign

Hidden Gems of Etrieve

Lena Mason, Professional Services Architect, will lead a lively interactive session that combines demonstrations of tips, tricks, secrets, and shortcuts of Etrieve with a group exchange on solving common process challenges.

Workshop: Become a Black Belt in Form Building (Part 1)

Become an expert in the new Etrieve Forms Builder. Learn how to:

• Build ADA-compliant forms with a drag-and-drop interface
• Apply logic to the fields

After three hours, you'll dazzle your colleagues with next-level form building and process automation skills. The session will be led by Robert Gunning, Manager of Professional Services, Softdocs veteran and friend to all customers..

Workshop: Become a Black Belt in Form Building (Part 2)

Become an expert in the new Etrieve Forms Builder. Learn how to:

• Integrate with external data sources to populate dropdowns and other fields
• Use form submissions to kick off approval workflows and other automated processes

By Appointment Only - Meet with Professional Services for a Problem Solving Session

Have a specific challenge or technical roadblock you need to clear?

Don't miss this opportunity to sit down directly with our Professional Services and Product teams to get your issues resolved.

This is your chance for exclusive 1-on-1 access to Robert Gunning and Lena Mason  ensuring you walk away with actionable solutions tailored to your unique goals.

Because these 45 minute  sessions are by appointment only, slots are highly limited. Pre-registration required to attend—make sure to book early to secure your spot and maximize your conference experience!