Explore Document Management Resources

How education and government organizations are rethinking records management, retention, and modern document security.

The case for moving off paper, shared drives, and other legacy filing systems is no longer the hard conversation it used to be. Most schools and many government teams have already made that decision.

Modern document management is more than an archive or repository. It's about empowering your team to find the right record in the right context, without submitting a request, waiting for IT, or knowing exactly where something was filed three years ago. The measure of success is whether the solution reduces friction for the people using it every day.

The true power document management comes when it's integrated with forms, signatures, workflow, intelligent capture, and more AI-enabled services. Not just an archive, but operational infrastructure that quietly supports every process that touches a record.

Case Studies Related to Document Management

How the Kansas State Board of Nursing Manages 75,000 Licensees, Eliminated Paper Processes, and Closed Workflow Gaps with Softdocs

Kansas State Board of Nursing modernized workflows, fixed audit readiness, and reduced processes with a staff of 27 managing 75,000+ licensees.

Government Electronic Forms Workflow Document Management

University of Massachusetts

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

The University of DuBuque

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

College of DuPage

How College of DuPage Built a Process Automation Engine with Softdocs Dashboards

Discover how College of DuPage scaled process automation to improve visibility, reduce friction, and integrate with Ellucian Colleague.

Higher Education Electronic Forms Financial Aid Document Management Ellucian Colleague Perceptive Content

Carroll University

How Carroll University Consolidated Legacy Tools, Unified Workflows, and Empowered Every Department with Softdocs

By adopting Softdocs, Carroll University streamlined workflows, improved transparency, and achieved near-100% campus adoption.

Higher Education Electronic Forms Compliance Human Resources Document Management Finance Docusign

Pepperdine University

How Pepperdine University Achieves Campus-Wide Innovation with Softdocs and PeopleSoft Integration

Discover how Pepperdine digitized 6 million documents, launched 300 forms, and digitally transformed processes with PeopleSoft integration.

Higher Education Electronic Forms PeopleSoft Document Management

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Recent Webinars on Document Management

Customer Panels

Conversations with the customer teams who did the work, discussing implementation, lessons learned, and key results.

Demo Days

Live screen-share product sessions that look inside real-world processes and workflows.

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