Softdocs Webinars

Enjoy free presentations of customer case studies, product demonstrations, and industry solution discussions.

Upcoming Webinars

Higher Education

Join us for an interactive Office Hours session where our experts will walk you through a full demo of the platform, showcasing how it simplifies workflows across departments like Admissions, Financial Aid, and the Registrar’s Office. No pre-set agenda—just a 30-minute open forum to explore how we can help.

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K-12 School Districts

Still drowning in paper forms and manual approvals? Murray County Schools was too—until they went fully digital with Softdocs. Starting with 30 high-impact forms, they launched a digital-first initiative that now spans over 100 forms across all departments, including HR, Finance, and Student Services.

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Join us for an interactive Office Hours session where our experts will walk you through a full demo of the platform, showing how it enhances processes in Student Services, HR, Finance, and more. Bring your questions—this live Q&A is your opportunity to dive into key features, get real-time answers, and explore how Softdocs can support your district’s needs.

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Government

Softdocs helps government agencies eliminate paperwork, streamline operations, and securely manage documents—all in one powerful platform. Whether your goal is to improve efficiency, enhance compliance, or reduce manual tasks, this session is your chance to see Softdocs in action. No pre-set agenda—just a 30-minute open forum to explore how we can help.

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Maintaining compliance and securing sensitive records is critical for government agencies. Manual processes increase risks, slow down audits, and make access control difficult. Softdocs provides a secure, digital-first approach to records management, helping agencies automate compliance tasks, enforce security policies, and ensure audit readiness.

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Past Webinars

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.

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Is your institution held back by outdated systems and manual processes? Oakland Community College (OCC) was in the same position—until they switched to Softdocs. By replacing two legacy systems with a single, cost-effective solution, OCC gained more functionality and saved thousands of labor hours annually.

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Join Vince Silvestri, VP of Sales Engineering and Solutions Expert at Softdocs, for a 30-minute walkthrough of how automation transforms registrar operations—from document capture to seamless digital workflows and secure storage. See firsthand how Softdocs eliminates manual tasks, reduces errors, and improves efficiency across your office.

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Join us for an interactive Office Hours session where our experts will walk you through a full demo of the platform, showing how it enhances processes in Student Services, HR, Finance, and more. Bring your questions—this live Q&A is your opportunity to dive into key features, get real-time answers, and explore how Softdocs can support your district’s needs.

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Managing employee files with paper forms and manual workflows causes delays in approvals, higher error rates, and increased compliance risks. With Softdocs, automating HR process tracking, version control, and retention policies ensures employee records are better organized, easily accessible, and fully compliant with audit requirements.

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Softdocs helps government agencies eliminate paperwork, streamline operations, and securely manage documents—all in one powerful platform. Whether your goal is to improve efficiency, enhance compliance, or reduce manual tasks, this session is your chance to see Softdocs in action.

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This targeted case study dives into why UMass Global chose Softdocs, how they implemented the platform, and the transformative results they achieved by replacing three legacy systems. Join UMass Global as they share a syllabus for streamlining operations, finding new cost savings, and regaining team productivity. Don’t miss this webinar.

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Join Philip Askins, Solutions Engineer at Softdocs, for a 30-minute walkthrough of what a complete cumulative folder looks like in Softdocs—from document capture to secure archiving. See how Softdocs eliminates time-wasting tasks while giving staff instant access to the records they need. 

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Is your district struggling with outdated processes for managing student records and ensuring compliance with Texas state standards? Katy ISD was facing similar hurdles—until they adopted secure document management and automated their workflows.

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Industry Neutral

How to Be a Better IT Leader

Being an effective IT leader goes beyond technical prowess; it requires strong leadership skills, strategic thinking, and the ability to inspire and guide a team towards achieving common goals. In this session, senior executives explore key strategies and practices to help you become the best IT leader you can be.

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Discover how K-12 districts are transforming engagement and breaking down silos to drive greater efficiency. Join us to hear inspiring stories from K-12 leaders who have successfully streamlined processes and strengthened communication across departments. You’ll gain actionable insights to help you enhance collaboration and connection in your own district.

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Milwaukee Area Technical College (MATC), one of the largest technical colleges in Wisconsin, has selected Softdocs’ integrated platform to enhance both student-facing and back-office operations. Discover how you and other Wisconsin organizations can implement document management and workflow automation without needing a lengthy RFP process.

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Learn how public safety departments are reducing paperwork, streamlining processes, and improving security and data access.

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Higher education institutions use artificial intelligence campus-wide to capture, recognize, and process high-value, high-volume documents in admissions, financial aid, registrar, business, and beyond. This allows the university to operate more efficiently and enables office staff to dedicate themselves to higher-value tasks. In this session co-presented by HEUG, we explore newly trained models for this form of AI, also known as intelligent document processing. We’ll discuss how documents are automatically recognized, data is extracted and then indexed into content storage and core applications, regardless of whether campuses use Peoplesoft, Workday, Ellucian, Anthology, Jenzabar, or any other ERP.

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School districts are using artificial intelligence in new and valuable ways to capture, recognize, and process high-value, high-volume documents in student records, HR, finance, and the business office. Explore newly trained models for this form of AI called intelligent document processing.

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Watch how other colleges and universities have saved time and money by transitioning to Softdocs solutions. Institutions still rely on paper or PDF forms, facing challenges with multi-signatures and conditional workflows while lacking integration with their Student Information Systems (SIS) or Content Management Systems (CMS). Learn how to eliminate these barriers with automation and digital tools designed specifically for higher education.

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Higher Ed is using artificial intelligence campuswide to capture, recognize, and process high-value, high-volume documents in admissions, financial aid, registrar, business, and other offices. This allows office staff to dedicate themselves to higher-value tasks. In this webinar, we will explore newly trained models for this form of AI called intelligent document processing. Whether your campus uses Ellucian, Anthology, Workday, Peoplesoft, Jenzabar, or any other ERP, discover how documents are automatically recognized, data is extracted, and then indexed into content storage and core applications.

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Explore the successful strategies and processes implemented by Katy Independent School District to automate student records and registration processes. Learn how Katy ISD increased staff capacity to safely manage sensitive student information and adhere to state standards for public school records management.This session is designed for administrators and school district leaders looking to improve student and administrative processes across the district.

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See why four major higher education institutions upgraded their process automation and document management platform, how they undertook the process, and what they learned along the way.

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With the rise in cyberattacks targeting the public sector, enhancing efficiency and security in county services and records management has never been more crucial. Learn how process automation can transform the way you serve constituents while also improving your cybersecurity resilience.

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Are you ready to say goodbye to paper and embrace a more efficient way of managing your district's operations? Join us to learn how 3 districts achieved remarkable efficiency and streamlined their operations district-wide with process automation and document management solutions.

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Join us to discuss key topics covered at ISTE.

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Hear why Softdocs is the first choice for eForms and secure process automation solutions for local governments.

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You have trusted Jenzabar solutions to be the foundation of your operations. Now, it’s time to unlock the full potential of your campus with modernized solutions that drive innovation and efficiency.

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Hear the top three reasons why Seattle University, College of DuPage, and Lane Community College have migrated from ImageNow/Perceptive Content and OnBase to the fully secure, fully supported, cloud-based Softdocs platform.

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Join our panel of experts as they discuss TX-RAMP certification, audit partner importance, Softdocs compliance and security protocols, and what it all means to Texas schools and agencies.

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Listen in as Karen Hamm, Supervisor of Accounting Systems with Aiken County Public Schools, shares the district’s journey of streamlining workflows, implementing electronic forms, and storing documents with a secure, user-friendly solution.

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Join Government Technology and Softdocs for a live webinar to explore the latest strategies for AI and automation use cases.

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Learn how city clerks are eliminating inefficiencies tied to paper documents, automating processes with eForms, workflows, and eSignatures, and driving municipal success with greater self-sufficiency and data security.

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Join us to hear why government agencies are moving away from paper or migrating away from on-premises systems like ImageNow/Perceptive Content and OnBase to the fully secure, fully supported, cloud-based Softdocs platform.

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Join our NERCOMP partners as well as hosts Heather Dobbin, Information Technology Business Technology Analyst, from Siena College along with Lori Halligan, Account Executive, and Vince Silvestri, Director of Solutions Engineering, from Softdocs as they discuss how Siena College optimized its workflows and secured its documents into a secure, user-friendly solution. They’ll also cover the additional benefits of enhanced access and efficiency on campus.

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If your government organization is running paper-based, manual processes, you are not alone. However, there is a groundswell of public sector agencies and offices that are modernizing technology platforms and moving to cloud-based process automation solutions, like Softdocs. The results are better security, time and cost-savings, and improved workforce engagement and productivity.Join us to learn how state and local governments are leveraging automation to modernize manual processes in departments including HR, Finance, and the Clerk’s Office.

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Join us along with Rasmussen’s CIO, Crag MacGibbon, to learn how a multi-campus institution is automating business and student processes in the Bursar’s Office, admissions, registration, student records, and beyond.

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Join Todd Kleine, CIO, and Pete Peterson, Director of Web and Application Services, at Dominican University to learn how Dominican transitioned from time-consuming paper-based processes to an automated, secure, and efficiency-focused campus with cloud-based document management.

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Join us for an exclusive moderated panel discussion featuring industry experts as they cover findings from recent Inside Higher Ed and EDUCAUSE research.

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Government organizations are experiencing the challenge of maintaining a compliant, accessible, and secure tech environment for today’s students, constituents, and staff.

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Artificial intelligence has the potential to transform many roles in K-12 district leadership by automating manual processes, enabling administrators to take on a more visionary leadership role.

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As colleges and universities grapple with the complexities of student information system integration, platforms like Ellucian Ethos often add an extra layer of complexity. Effectively leveraging Ethos demands an institution’s IT department invest time into developing new skills, knowledge, and data governance.

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During this K-12-focused webinar, our Softdocs experts will discuss the following. Why process automation is critical to your district’s operational success. How to leverage automation to remove friction from daily tasks, reallocate resources, and boost efficiency. How you can drive automation within your Finance, HR, and Student Records departments in 2024.

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Only 42% of higher education employees intend to retain their current role for the next year, leaving institutions struggling with critically high turnover.

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Join us to hear the five reasons why organizations are upgrading their document management solution and why Softdocs is the preferred choice of partner.We’ll discuss the current IT climate, what we’re hearing from previous legacy system clients, and solutions for your largest operational pain points.

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Join us as we dive into the evolving landscape of accessibility and compliance. We will share insights, strategies and real-world experiences to tackle the challenge of maintaining a compliant, accessible and secure tech environment for today’s students, constituents, and staff.

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You’re invited to join a roundtable discussion with four IT security leaders from around the country. You’ll hear expert perspectives and lived experiences on threat mitigation, data protection, incident response and recovery, and much more. You’ll also have the opportunity to ask questions about cybersecurity.

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Come learn why community colleges across the U.S. are turning to Softdocs for document management, eSignatures, electronic forms, and workflow solutions to modernize campus operations and do more with limited staff.

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We have all come to rely on technology and immediate access to information and data as part of everyday life. When did you last evaluate all the solutions deployed across your organization? Whether you are focused on reducing the overall budget, increasing security against cyberattacks or optimizing efficiencies, join us to learn from Softdocs’ subject matter experts as they guide you through an evaluation of your tech stack.

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Technology across your district is critical to student, faculty, and staff success. Immediate access to information and accurate data is no longer a luxury but a requirement. When did you last evaluate all the solutions deployed across your organization?

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In this webinar, we detail the top 3 reasons why numerous Hyland customers have migrated over to Softdocs. Come learn why institutions are turning to our document management, eSignature, electronic forms, and workflow solutions to modernize campus operations and do more with limited staff bandwidth.There is also a brief demo on Softdocs’ capabilities and an open Q&A session.

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Join us as we how focus on the Softdocs platform can help transform your human resources department into a well-oiled, efficient machine.From hire to retire, teachers and staff will have access to personnel files, as needed with this robust platform. Simplify common processes like electronic teacher contracts, onboarding and personal information updates, becoming a more streamlined department and district.

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In today’s dynamic landscape of technology, you are under constant pressure to meet the demands of faculty, staff, students, and parents, while optimizing office resources.

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Join us as we dive into the ever-evolving landscape of cybersecurity. Our panel of experts will share insights, strategies and real-world experiences to tackle the challenge of maintaining a secure tech environment in today’s dynamic digital world.

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In today’s dynamic educational landscape, financial aid professionals are under constant pressure to meet student needs while optimizing office resources.

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Streamline everyday finance & business operations by leveraging workflow automation. In this webinar we’ll provide quick tips for managing invoices, receipts and other correspondence, as well as how to introduce paperless AP processing, drastically reducing turnaround for orders and requests.Join us as we take a deep dive into how your department can restructure manual processes into efficient, automated workflows.

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Improve student experience and save your staff time! From application imports to transcript evaluations, there are many processes that make student processing easier and faster.

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Dive into the realm of cybersecurity challenges within higher education and discover the protective capabilities of cloud technologies in safeguarding institutional data, upholding privacy standards, and enhancing overall resilience.

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Technology across campus is a critical component of your ability to drive student & employee success. As higher education institutions continue digitize their records and modernize their operations, having a detailed strategy is imperative.Join us to discuss content management best practices to deploy across campus to increase efficiencies with secure access to data and records they need.

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You have trusted Anthology solutions to be at the core of your campus and now it’s time to capitalize on solutions to further modernize your campus.

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Higher Education

What AI means for Education

Watch an exclusive webinar exploring the transformative world of Artificial Intelligence (AI). Discover the latest advancements, trends, and future possibilities in AI technology.

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Join us for a roundtable discussion, bringing together industry experts, thought leaders, and cybersecurity professionals to share their insights and experiences.

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Come learn the keys to a stress-free data migration along with the benefits of our document management, eSignature, electronic forms, and workflow solutions to modernize campus operations and do more with limited staff bandwidth.

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Join us for a collaborative session between Softdocs and Pathify.In this joint webinar, we’ll be: Highlighting how schools are using technology to better serve studentsDiscussing solutions that are flexible and built to meet your specific needsSharing current use cases

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Facing pressure to do more with fewer resources throughout your institution or district? Do you know what your options for services and support look like in both the short term and long term?

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