Manage Your Documents and Processes with Maximum Security
Eliminate the costs, inefficiencies, and risks of paper and manual business activities by digitizing documents and forms, and automating your daily constituent, student, and business processes.
By integrating with your ERP, SIS or CRM, Softdocs breaks down information silos to provide your staff and faculty with easy, secure access to the information they need when they need it. All while ensuring the highest level of data security in the cloud.
- Document Management: Store, organize, search, edit, and review all documents from a single, secure repository.
- Forms: Create, edit, and route electronic forms from anywhere, on any device.
- Workflow: Build, configure, and automate workflows for simple and complex business processes.
- Signatures: Automatically initiate federally compliant signature requests and routing.
- Print Customization: Run print jobs with logos, signatures, and MICR bank information with data from core systems.
Cloud-Native
End the burden of on-prem software with low-code/no-code process automation tools.
Secure by Design
Data is protected using Microsoft Azure, with NIST 800-53 and SOC 2 Type I & II compliance.
Powerful Integrations
Connect seamlessly with your ERP, SIS, CRM, and other core student and business systems.
Scalable
Achieve efficiencies in one department, then easily scale and expand across your organization.
Easy to Use and Administer
Our software is purpose-built to provide an intuitive, simple, and powerful user experience.
Accessible
The platform is WCAG 2.1 AA compliant, web/mobile-friendly, and built with accessibility in mind.
No Downtime
Maximize business operations with guaranteed automatic upgrades and zero downtime.
Eliminates IT Burden
Optimize resources and give time back to your employees to focus on what matters most.
Our Products
Whether migrating from paper-based processes or a legacy document management system, Softdocs captures, routes, and secures student, constituent, and business information in one complete, cloud-based platform.
Document Management
Store and organize all your documents in a single, secure repository. Create a long-term solution for searching, reviewing, and editing documents with complete control over access permissions and an extensive audit trail.
Forms
Replace paper with electronic forms you can pre-populate with data from any ERP or SIS. Employees, students, and constituents can now complete and submit forms anytime, anywhere, using their computer or mobile device.
Workflows
Move eForms and other documents through the proper process automatically. You can build, configure, and automate workflows in minutes for simple and complex business processes. Enhance your team’s ability to work at their best with configurable alerts, audit history, real-time reporting, and drag-and-drop controls.
eSignatures
Collect federally compliant digital signatures while drastically reducing the usual costs associated with capturing wet signatures using Softdocs’ unlimited signature model. Staff can automatically initiate signature requests and routing for students, parents, constituents and staff, and provide one-click authorization that meets compliance requirements.
Print Customization
Customize print jobs with logos, watermarks, signatures, and MICR bank information—all pre-populated with data from your ERP or SIS for common payroll documents, purchase orders, and check creation.
Who We Serve
Educational institutions and public sector organizations choose Softdocs document management and process automation solutions to help increase operational efficiency and better serve lean-resourced organizations.
We Love Our Clients
See Softdocs in Action
See how Softdocs helps modernize operations and automate processes. Schedule your custom demo today.