Softdocs Partner Portal

Softdocs Library

The Softdocs Library is a collection of 100+ prebuilt forms created by Softdocs and an easy-to-use tool to add those prebuilt forms to your own Forms library — and then customize them to perfectly fit your organization.

Product Catalog

The Softdocs Product Catalog is a complete list of all products, organized by Document Management, Capture and Automation, Intelligent Processing, Forms and Workflow, Eletronic Signatures, Integrations, Reporting, and Print Customization.

K-12 Buyer's Guide: Evaluating Vendors for Digital Transformation

The K-12 Buyer's Guide: Evaluating Vendors for Digital Transformation helps district leaders cut through the noise and make smarter technology decisions. Inside, you'll find a comparison of solution types, a practical vendor evaluation checklist, key demo questions to ask, and real examples from districts that have already made the leap.

Case Study: UMass Global

UMass Global, a private, nonprofit affiliate of the University of Massachusetts, is committed to transforming lives through education. Facing outdated systems and redundant processes, the university sought a modern document management and process automation platform to streamline internal processes and enhance student services.

Case Study: College of DuPage

College of DuPage (COD) runs high-volume work across student services and campus operations — transcript evaluation, financial aid requests, program applications, and more. Before Softdocs, it was difficult to standardize processes, hard to evolve workflows quickly, and challenging to provide consistent visibility across departments. The Etrieve platform from Softdocs consolidated intake, routing, and completion — reducing manual workarounds and enabling campus teams to build processes on a more consistent foundation.

Case Study: Fairleigh Dickinson University

Fairleigh Dickinson University (FDU) needed to modernize its digital operations. The university relied on Perceptive Content for document management and Docusign for e-forms, but the systems didn’t integrate, leading to duplicate work, inconsistent forms, and mounting licensing costs. FDU replaced the legacy tools with the Etrieve platform from Softdocs, building a single, connected foundation integrated with Ellucian Colleague for campus-wide digital transformation.

Case Study: Oakland Community College

Oakland Community College (OCC), one of Michigan’s largest community colleges, serves 15,000+ students across five campuses with a diverse team of 1,200+ faculty and staff. Faced with outdated systems and manual workflows, OCC needed a modern solution to eliminate inefficiencies, integrate seamlessly, and enhance the student experience.

Migration Guide: Moving from Banner Document Management to Softdocs

Etrieve from Softdocs is the leading solution for IT leaders moving away from BDM. The integrated platform combines document management, workflow automation, e-forms, e-signatures, and more in a single cloud application.

Migration Guide: Hyland OnBase to Softdocs Etrieve

Etrieve from Softdocs is the leading solution for IT leaders moving away from Hyland OnBase. The integrated platform combines document management, workflow automation, e-forms, e-signatures, and more in a single cloud application.

AI Privacy and Security in Azure

Softdocs has partnered with Microsoft Azure, a leader in cloud computing, to offer robust solutions that prioritize the protection of sensitive data and the ethical use of AI. This white paper outlines Azure’s key capabilities for ensuring privacy and security in AI deployments.