Workday and Softdocs integrate together to connect records, automate workflows, and reduce manual data entry across your organization.
Workday covers student, HCM, and financial management for a growing number of institutions.
The Softdocs integration supports REST APIs, flat file exchange, and Workday Integration Cloud depending on institutional preference. Student and employee data from Workday can drive form prepopulation and workflow routing, completed submissions post back to Workday or export for processing, and documents stored in Softdocs are accessible from contextual links within the Workday interface. Integration configuration stays within the institution's existing IT governance structure.
UMass Global replaced legacy DMS, e-forms, and e-signatures apps with Etrieve from Softdocs while integrating to Salesforce, Workday, and Ellucian Banner.
Conversations with the customer teams who did the work, discussing implementation, lessons learned, and key results.
Key platform release overviews, including roadmap updates.