Document Management and Process Automation for Enrollment

Give students a first-class experience, from financial aid to course enrollment, while dramatically simplifying and expediting the processes behind the scenes.

Softdocs streamlines the dual enrollment process with an elegant, fast workflow and electronic signatures.

Attract, Onboard and Retain Students

Remove the barriers that prevent students from completing their financial aid and enrollment processes, and simplify your team's life with eForms, automated workflow, eSignatures, and a unified repository for every record.

Admissions

Start with admissions processes that use mobile-friendly eForms to route information to key staff and initialize a digital student record.

Financial Aid

Create a simplified, seamless financial aid experience for clear communication between students, parents, and your financial aid office.

Registrar

Help students navigate their course journey with robust process automation, from course management to transfers to administrative data changes.

Digitize Key Enrollment Documents

Admissions

  • National Letters of Intent
  • Student Identification
  • Documentation of AP and IB Scores
  • Letters of Recommendation
  • Medical and Immunization Records
  • Transcripts
  • Personal Essays
  • SAT, ACT, and Other Scores

Financial Aid

  • Award Letters
  • Federal Direct Parent PLUS Loan
  • Income Tax Documentation
  • 1040, 1099-MISC, W-2
  • Scholarship Recommendation Letters
  • Veterans Benefits Documentation

Registrar

  • Academic Standing Reviews
  • Class Schedules
  • Course Planning/Multi-Year Course
  • Degree Audits
  • Correspondence
  • FERPA Agreements
  • Grade Reports

Automate Key Enrollment Processes

Admissions

  • Admissions Application
  • Common Application
  • Parent and Student Verification
  • Residency Application and Verification
  • Tuition Exemption Request

Financial Aid

  • Change of Dependency Request
  • Change of Income Request
  • Dependent Verification
  • Federal Direct Loan Cancellation
  • Request to Cancel Financial Aid
  • Satisfactory Academic Progress Appeals
  • Scholarship Application
  • Tuition Reciprocity Request
  • Work Study Job Application

Registrar

  • Academic Withdrawal Form
  • Application for Individualized Study
  • Course Add/Drop
  • Course Authorization
  • Course Withdrawal
  • Enrollment Verification
  • Grade Change
  • Internship Course Registration
  • Leave of Absence
  • Request to Rush Diploma
  • Request for Change of PII
  • Request to Take a Course
  • Course Substitution/Waiver
  • Transfer of Graduate Credits

After 10+ years with a legacy document management system, we chose Softdocs. Their system offers unlimited eForms and eSignatures, which is a significant advantage over using multiple solutions and paying for each envelope or document. We migrated over 8 million documents from our legacy system, redesigned workflows, and consolidated 10+ separate forms into a single super form.

Khalid Tariq, Associate Vice Chancellor, Information Systems UMass Global

Critical Features for Enrollment and Financial Aid

security

Security

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

accessibility

Accessibility

The platform is WCAG 2.2 AA compliant, web/mobile-friendly, and built with accessibility in mind.

ux

User Experience

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

cloud

Cloud-Native

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

100+ Pre-Built Forms to Plug Into Your Enrollment Processes

The Softdocs Library is an easy-to-use tool to add prebuilt forms created by Softdocs to your own Forms library — and then customize them to perfectly fit your organization. Cut form development time dramatically with forms that are:

  • Built on best practices from hundreds of deployments
  • Customizable, including adding your own brand
  • Straightforward UI and fully WCAG 2.2 AA compliant
  • Scale and deploy with minimal IT burden

See the Full List of 100+ Forms

Featured Webinar: Higher Education

Demo Day: How to Simplify Dual Enrollment with Softdocs

Many schools still rely on paper forms, wet signatures, and disconnected systems to manage dual enrollment, resulting in delays, misplaced documents, and frustrated families. Students are often left printing and hand-delivering forms, while staff spend countless hours tracking down approvals and manually entering data. Join Vince Silvestri, VP of Sales Engineering at Softdocs, for a 30-minute walkthrough of how Etrieve eliminates the paper chase and streamlines the entire dual enrollment process.

Duration: 30 minutes

Watch the Webinar

Vince Silvestri
Vince Silvestri VP, Sales Engineering Softdocs

Platform Capabilities Powering the Business Office

Intelligent Document Processing

Automate data extraction, classification, and validation for every captured document.
User-Friendly eForms

Build user-friendly eForms to securely and reliably capture precise key data.
Unlimited eSignatures

Expedite approval processes with unlimited electronic signatures.

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