The Softdocs Platform

The leading document management and process automation platform for higher education, K-12 districts, and government agencies.

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

Secure student records, HR, finance, and other documents within an integrated repository.
Workflow Automation

Design digital, no-code workflows to transform, simplify, and enforce key business processes.
User-Friendly eForms

Build user-friendly eForms to securely and reliably capture precise key data.
Intelligent Document Processing

Automate data extraction, classification, and validation for every captured document.
Unlimited eSignatures

Expedite approval processes with unlimited electronic signatures.
Print Customization

Connect printing processes with document management to control content from capture to distribution.

Modern Features for Process Digitization

cloud

Cloud-Native

End the burden of on-prem software with low-code/no-code process automation tools.

security

Secure by Design

Data is protected using Microsoft Azure, with NIST 800-53 and SOC 2 Type I & II compliance.

workflow

Powerful Integrations

Connect seamlessly with your ERP, SIS, CRM, and other core student and business systems.

growth

Scalable

Achieve efficiencies in one department, then easily scale and expand across your organization.

ux

Easy to Use

Our software is purpose-built to provide an intuitive, simple, and powerful user experience.

accessibility

Accessible

The platform is WCAG 2.1 AA compliant, web/mobile-friendly, and built with accessibility in mind.

award

No Downtime

Maximize business operations with guaranteed automatic upgrades and zero downtime.

analytics

Eliminates IT Burden

Optimize resources and give time back to your employees to focus on what matters most.

Technology Integration Partners

Infinite Campus
Ellucian
Jenzabar
Oracle NetSuite
Workday
Microsoft
Oracle PeopleSoft
Salesforce
PowerSchool
Frontline Education
SAP
Slate
Anthology
Harris School Solutions
Infor

Softdocs Platform Release Notes Summary

Read the product release blog post

eForms

  • Apply color and logo themes to forms
  • Clone existing form with all fields, logic, and integrations
  • Add image element anywhere in a form

Delegate Management

  • Delegate local control by role-type (example: grant access to those doc types via roles)

Content Manager

  • Added support for HEIC image format

Read the product release blog post

Batch Capture

  • Upload and process documents in batches via local folders and drives
  • Batch process documents with Intelligent Document Processing

eForms

  • Populate form options with integrated external data sources
  • Permanent URLs for every form

Integration

  • Official Softdocs connector is now available in the AppExchange

IAM

  • Added support for Facebook, Microsoft, and Apple

Read the product release blog post

eForms

  • Support for bi-directional API-based data sources
  • Set validating format “masks” on fields
  • View and add attachments to a form while signing it

Softdocs Library

  • Upgraded browsing experience for 100+ forms templates

Delegate Management

  • Delegate the responsibility of Softdocs to departments without compromising system-level security, enabling localized administrative control over workflow approval groups, document type management, custom properties filtering, and more.

Workflow

  • Examine the contents of an in-progress package
  • Move packages forward if they’re stuck between review and approval steps
  • Limit which workflow steps can accept attachments

Ready to talk?

We'd love to show you the full power of the Softdocs Platform for your organization. If you're interested in seeing a custom demo, fill out the form and we'll be in touch right away.