--- title: Saint Michael’s College Extends Etrieve DMS, Replacing ImageNow description: Saint Michael’s College turned to e-forms and process automation to offer seamless services during the global pandemic. image: https://48231846.fs1.hubspotusercontent-na1.net/hubfs/48231846/resources/case-studies/Saint%20Michael%E2%80%99s%20College/saint-michaels-college-featured-image.jpg --- [Bridge 2026](https://softdocs.com/bridge/2026) [Support](https://community.softdocs.com/s/login/) [Webinars](https://softdocs.com/webinars) [Blog](https://softdocs.com/blog) [![Softdocs](https://48231846.fs1.hubspotusercontent-na1.net/hubfs/48231846/logos/softdocs/NEW/Softdocs%20Logo%20-%20RGB%20-%20Purple.svg) ](https://softdocs.com/) - Platform The leading document management and process automation platform for higher education, K-12 districts, and government agencies. [Explore the Platform](https://softdocs.com/platform) Platform Capabilities [Document Management](https://softdocs.com/platform/document-management) [Workflow Automation](https://softdocs.com/platform/workflow-automation) [User-Friendly E-Forms](https://softdocs.com/platform/electronic-forms) [E-Signatures](https://softdocs.com/platform/electronic-signatures) [Intelligent Document Processing](https://softdocs.com/platform/intelligent-document-processing) [Intelligent Transcript Processing](https://softdocs.com/platform/intelligent-transcript-processing) [Print Customization](https://softdocs.com/platform/print-customization) Integrations [All Integrations](https://softdocs.com/integrations) [Ellucian](https://softdocs.com/integrations/ellucian-banner-colleague-ethos) [PeopleSoft](https://softdocs.com/integrations/peoplesoft) [Salesforce](https://softdocs.com/integrations/salesforce) [Workday](https://softdocs.com/integrations/workday) Explore Further [Security Without Compromise](https://softdocs.com/platform/security) [ADA-Compliant Accessibility](https://softdocs.com/platform/accessible-ada-compliant-document-management-and-workflow-software) [Migrating from Legacy Applications](https://softdocs.com/platform/migrate-legacy-on-premises-dms-ecm-to-softdocs) [Softdocs Services](https://softdocs.com/services) - Solutions [##### Higher Education Connect students, faculty, and school leaders with the right information at the right time. ](https://softdocs.com/solutions/higher-education) [##### K-12 School Districts Unify student records, expedite approvals, and focus on student success, teacher satisfaction, and parent engagement. ](https://softdocs.com/solutions/k-12) [##### Government Eliminate paper, digitize form-based processes, securely archive records, and modernize constituent service. ](https://softdocs.com/solutions/government) - Company Softdocs is on a mission to end the burden of manual business processes. Today, we serve more than 1,000 education and government customers. [Learn About Softdocs](https://softdocs.com/company/about) About Us [About Softdocs](https://softdocs.com/company/about) [Leadership Team](https://softdocs.com/company/leadership) [Partners](https://softdocs.com/partners) [News and Press](https://softdocs.com/news-press) [Careers](https://softdocs.com/careers) [Case Studies](https://softdocs.com/case-studies) Contact Us [Contact Us](https://softdocs.com/contact) [Book a Demo of Softdocs](https://softdocs.com/request-demo) [Support](https://community.softdocs.com/s/login/) - [Resources](https://softdocs.com/case-studies/saint-michaels-college-extends-softdocs-campus-wide-replacing-imagenow#) [Blog](https://softdocs.com/blog) [Webinars](https://softdocs.com/webinars) [Events](https://softdocs.com/events) [ Request a Demo ](https://cta-service-cms2.hubspot.com/web-interactives/public/v1/track/click?encryptedPayload=AVxigLLwAOMFY4w%2F263TxRaWirufuj8PnmdT%2BhomRq8fW%2FQ4wMS6r0lw3mmxjDvyqtLu58%2FV1A3mjbmGQ5M%2FlQ3Ecoqg5lx%2FFpZsDwsWKhtyDBQkdUYDN407ZR4RUkdoNQbxgaU9wEuHA%2BE5aImEWZ9JS0l2a2wqUyN9scmn%2F67MpTxG1ebsCX5mkw%3D%3D&portalId=48231846) [Case Studies](https://softdocs.com/case-studies) # Saint Michael’s College Extends Etrieve from Softdocs Campus-Wide, Replacing ImageNow Saint Michael’s College extended their utilization of the Softdocs Platform from Institutional Advancement to include Registrar, Student Financial Services, and Admissions Offices — replacing ImageNow. Hundreds of thousands of documents were moved into Etrieve, and migration also provided an opportunity for process improvement. Since the switch, Saint Michael’s College has: - Eliminated 16 filing cabinets within Institutional Advancement - Reviewed, corrected, and refiled migrated docs that contained missing or incomplete info - Consolidated different email document types down to one per office - Quickly created an electronic form to collect and record data on student COVID-19 vaccination rates Saint Michael’s College first implemented Softdocs for electronic forms, workflow automation, and digital content management in Institutional Advancement. The benefits were both immediate and significant. Seeking to make constituent data and pertinent information easily accessible to those who are making the calls, the institution began digitizing years of records and files. Paper documents filled 24 file cabinets and were methodically scanned and then shredded. Institutional Advancement was able to completely empty and remove 16 of their file cabinets, essentially reclaiming a whole room’s worth of square footage. But more importantly, all those paper files became easily searchable, readily accessible, and secure within Etrieve. “In this day and age, when sharing a personal conversation with a constituent over the phone, asking for funds is getting harder and harder to do,” said Peter Cross, Senior Systems Analyst at Saint Michael’s College. “Now, Institutional Advancement staff members simply open up a web browser and search for the constituent’s name, where they can access all pertinent information to meaningfully engage with those they call.” > “I had some real concerns about moving documents off ImageNow. Not because we didn’t want to, or need to, but because there were so many, and we had done a lot of different customizations! But the Softdocs services team was top-notch and very supportive. They stepped us right through the process.” ### Expanding Across Campus Institutional Advancement’s success and satisfaction with the Etrieve platform caught the eye of the institution’s CIO amidst frustrations with ImageNow, the digital content repository for a handful of other departments. Due to a continued decline in the quality and consistency of ImageNow customer support, the institution chose to further their relationship with Softdocs, pivoting these remaining departments from ImageNow to Etrieve. > We had been with ImageNow since 2008 in our Registrar’s office, Student Financial Services, and admissions. During that time ImageNow was acquired several different times, and with each iteration, we felt the support diminish. Especially compared to Softdocs support, which is out of this world. > > Peter Cross, Senior Systems Analyst Saint Michael's College Having utilized ImageNow for over a decade, Saint Michael’s College had hundreds of thousands of documents to migrate. The Softdocs Professional Services team worked closely with Cross, holding regularly scheduled meetings to review system best practices and any additional functionality Saint Michael’s College wanted to introduce with the system migration—including document type additions, granular security settings, and import lookups. Tasked with leading the migration, Cross began setting up required document types within Etrieve and tracking his progress. Having assembled a core team (one person from each office), Saint Michael’s College hosted sessions to ensure each department approved the direction of the work being done. “This migration was an opportunity for us to clear up our data, addressing and refiling documents that were incomplete or misfiled,” said Cross. “It was a great chance to clean house, streamline processes, and make things easier to find.” While the institution leveraged several different email document types in ImageNow, they simplified to just one type per office. And with the intuitive nature of Etrieve’s web-based user interface, end users took to the new system like ducks to water. New hires had ready access to any information needed to complete their tasks. If employees got a new computer or device, Etrieve was already there—without having to be installed. “Our end users love the fact that if they need something new—an import or a document type—well, we know how to get that done for them. Our previous system was a black box for us. It would take weeks to get something really simple done,” said Cross. “If a department says they need a new document type or different kind of access granted, I’m able to turn around their request in an hour or less. That is a huge gain for us.” ### Modernizing Transcript Retrieval For decades, Saint Michael’s College has managed the transcripts for Trinity College. The process for handling these transcripts involved a legacy piece of software on a Windows 2000 machine. It was clear there needed to be a simpler, more streamlined way to provide access and service for the more than 10,000 text file transcripts housed within this antiquated system. Following the migration of these documents to Etrieve, employees can now easily search by the transcript requestor’s name, download the transcript, and print it out. In addition to being more accessible, records are backed up each night—providing peace of mind against cybersecurity intrusions and natural disasters. ### Tracking Student COVID-19 Vaccinations Like many other educational institutions, Saint Michael’s College turned to Enterprise Content Management (ECM, i.e. electronic forms, workflow automation, and digital document management) as a central component for offering seamless services during the global pandemic. Electronic forms, within Etrieve, were introduced to collect data from students about COVID-19 vaccinations. The submitted e-forms route into Etrieve’s content repository, where faculty within the institution’s Residence Life and Student Health Offices can easily access them—when needed. This allows the institution to determine vaccination rates among its students when discussing plans for upcoming semesters. ### Enhancing Key Campus Systems “We leverage many different applications. We have Oracle, Colleague, Raiser’s Edge, Slate, and Etrieve,” said Cross. “All of them pass data back and forth.” Integrations and document imports ensure data remains accurate and consistent across systems. For example, during the onboarding process, data is pushed into Colleague from Slate and other systems, while Raiser’s Edge pushes and pulls Colleague data when needed. Leveraging an ECM solution like Etrieve supports the institution’s two Enterprise Resource Planning (ERP) solutions and other key systems with robust e-forms, workflow, and document management functionality. ![Saint Michael's College](https://48231846.fs1.hubspotusercontent-na1.net/hubfs/48231846/logos/customers/Saint%20Michaels%20College.webp) Location Colchester, Vermont Tags Higher Education Registrar Office Student Services Financial Aid Advancement ImageNow ## More Higher Education Case Studies [![](https://48231846.fs1.hubspotusercontent-na1.net/hubfs/48231846/blog-media/bunker-hill-community-college.jpg) ##### How Bunker Hill Community College Went Fully Paperless and Now Delivers Financial Aid Weeks Earlier with Softdocs Learn how Bunker Hill Community College went fully paperless, delivering financial aid packages weeks faster and reducing review times. Higher Education Electronic Forms Student Services Financial Aid Ellucian Colleague Perceptive Content ](https://softdocs.com/case-studies/how-bunker-hill-community-college-went-fully-paperless-and-now-delivers-financial-aid-weeks-earlier-with-softdocs) [![](https://48231846.fs1.hubspotusercontent-na1.net/hubfs/48231846/roger%20williams%20university.jpg) ##### How Roger Williams University Achieved Nine Years of Integrated Workflow Success with Softdocs Roger Williams University built nine years of campus-wide workflow automation with Etrieve, turning a small team into an engine of institutional process improvement. Higher Education Electronic Forms Workflow Managed Services Ellucian Colleague ](https://softdocs.com/case-studies/how-roger-williahow-roger-williams-university-achieved-nine-years-of-integrated-workflow-success-with-softdocs) [![](https://48231846.fs1.hubspotusercontent-na1.net/hubfs/48231846/UMass%20Amherst.jpg) ##### How the University of Massachusetts Built a Foundation for Long-Term, System-Wide Scale with Softdocs The University of Massachusetts replaced ImageNow with Etrieve to scale workflows, share services, and modernize systems across multiple campuses. Higher Education PeopleSoft Document Management ImageNow ](https://softdocs.com/case-studies/how-the-university-of-massachusetts-built-a-foundation-for-long-term-system-wide-scale-with-softdocs) [![](https://48231846.fs1.hubspotusercontent-na1.net/hubfs/48231846/blog-media/university-dubuque-featured-image.jpg) ##### How the University of Dubuque Replaced Legacy Tools and Built Campus-Wide Efficiency with Softdocs The University of Dubuque modernizes workflows, eliminates manual processes, and recovers over 40 hours/week by utilizing Etrieve to streamline operations. Higher Education Electronic Forms Human Resources Advancement Electronic Signatures Document Management Jenzabar Docusign ](https://softdocs.com/case-studies/how-the-university-of-dubuque-replaced-legacy-tools-and-built-campus-wide-efficiency-with-softdocs) Products [Document Management](https://softdocs.com/platform/document-management) [Workflow Automation](https://softdocs.com/platform/workflow-automation) [User-Friendly E-Forms](https://softdocs.com/platform/electronic-forms) [E-Signatures](https://softdocs.com/platform/electronic-signatures) [Intelligent Document Processing](https://softdocs.com/platform/intelligent-document-processing) [Intelligent Transcript Processing](https://softdocs.com/platform/intelligent-transcript-processing) [Print Customization](https://softdocs.com/platform/print-customization) Solutions [Higher Education](https://softdocs.com/solutions/higher-education) [K-12 School Districts](https://softdocs.com/solutions/k-12) [Government](https://softdocs.com/solutions/government) About Us [About Softdocs](https://softdocs.com/company/about) [Leadership Team](https://softdocs.com/company/leadership) [Partners](https://softdocs.com/partners) [News and Press](https://softdocs.com/news-press) [Careers](https://softdocs.com/careers) [Case Studies](https://softdocs.com/case-studies) [Book a Demo](https://softdocs.com/request-demo/) [Get Support](https://community.softdocs.com/s/login/) ![NIST SP-800-53 Compliant](https://48231846.fs1.hubspotusercontent-na1.net/hubfs/48231846/logos/compliance/NIST%20SP%20800-53.svg "NIST SP-800-53 Compliant") ![TX-RAMP Certified](https://48231846.fs1.hubspotusercontent-na1.net/hubfs/48231846/logos/compliance/TX%20RAMP.svg "TX-RAMP Certified") ![CJIS Compliant](https://48231846.fs1.hubspotusercontent-na1.net/hubfs/48231846/logos/compliance/CJIS%20Compliant.svg "CJIS Compliant") ![WCAG 2.2 AA Compliant](https://48231846.fs1.hubspotusercontent-na1.net/hubfs/48231846/logos/compliance/WCAG%202.2%20AA%20Compliance.svg "WCAG 2.2 AA Compliant") ![SOC 2 Type II Certified](https://48231846.fs1.hubspotusercontent-na1.net/hubfs/48231846/logos/compliance/SOC%202%20Type%20II%20-%20KP%20Version.svg "SOC 2 Type II Certified") Copyright © 2026, Softdocs. All Rights Reserved.| [Privacy Policy](https://softdocs.com/privacy-policy)| [Security and Trust](https://softdocs.com/trust)| [Accessibility Statement](https://softdocs.com/accessibility-statement) ```json { "@context" : "https://schema.org/", "@id" : "https://softdocs.com/case-studies/saint-michaels-college-extends-softdocs-campus-wide-replacing-imagenow", "@type" : "BlogPosting", "author" : { "@id" : "softdocs", "@type" : "Person", "name" : "Softdocs", "url" : "https://softdocs.com/case-studies/author/softdocs" }, "dateModified" : "2025-3-21", "datePublished" : "2025-3-21", "description" : "Saint Michael’s College turned to e-forms and process automation to offer seamless services during the global pandemic.", "headline" : "Document Management and Process Automation Case Studies", "image" : { "@id" : "https://48231846.fs1.hubspotusercontent-na1.net/hubfs/48231846/resources/case-studies/Saint%20Michael%E2%80%99s%20College/saint-michaels-college-featured-image.jpg", "@type" : "ImageObject", "height" : "630", "url" : "https://48231846.fs1.hubspotusercontent-na1.net/hubfs/48231846/resources/case-studies/Saint%20Michael%E2%80%99s%20College/saint-michaels-college-featured-image.jpg", "width" : "1200" }, "isPartOf" : { "@id" : "https://softdocs.com/case-study/", "@type" : "Blog", "name" : "Document Management and Process Automation Case Studies", "publisher" : { "@id" : "https://softdocs.com", "@type" : "Organization", "name" : "Softdocs" } }, "keywords" : [ "Higher Education", "Use Case: Registrar Office", "Use Case: Student Services", "Use Case: Financial Aid", "Use Case: Advancement", "ImageNow" ], "mainEntityOfPage" : "https://softdocs.com/case-studies/saint-michaels-college-extends-softdocs-campus-wide-replacing-imagenow", "name" : "Document Management and Process Automation Case Studies", "publisher" : { "@id" : "https://softdocs.com", "@type" : "Organization", "logo" : { "@id" : "https://48231846.fs1.hubspotusercontent-na1.net/hubfs/48231846/logos/softdocs/Softdocs%20Logo%20-%20RGB%20-%20300w.png", "@type" : "ImageObject", "height" : "62", "url" : "https://48231846.fs1.hubspotusercontent-na1.net/hubfs/48231846/logos/softdocs/Softdocs%20Logo%20-%20RGB%20-%20300w.png", "width" : "300" }, "name" : "Softdocs" }, "url" : "https://softdocs.com/case-studies/saint-michaels-college-extends-softdocs-campus-wide-replacing-imagenow" } ```