by Softdocs
Making the Move to Etrieve™
Softdocs has developed a robust and proven software solution with the Doc e Series products. As with most
software applications, new technology and ever-changing business requirements have allowed us to create
an even more robust and user-friendly solution with the Etrieve platform.
Etrieve offers a fully browser-based user interface that allows a seamless transition between the Serve,
Content, Forms, and Flow components. In addition, utilities like Security, Self-Service, Back-up, and APIs
for ease of integration, round out the solution to make the transition from the Doc e series to the Etrieve
platform a no-brainer.
Etrieve Content is the next generation in enterprise content
management and workflow, allowing institutions to increase
performance and efficiency across departments.
CO
N
E
RV
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TE
SE
CONTENT
CENTRAL
Etrieve Forms enables employees and students to complete
web-based electronic forms with intelligent workflows,
decreasing time to completion and reducing the need for paper
and manual business processes.
S
FLOW
R
M
FL
OW
FORMS
FO
Etrieve Flow allows administrators, finance, IT and HR to
manage complex, process-based workflows which ultimately
connect all departments and aspects of the institution.
SERVE
Serve creates a more efficient solution for print output and
communications by allowing image layout, reporting, sorting,
and merging for seamless document delivery.
Etrieve Benefits
aFully browser-based solution, including web-based
scanning
aEasily roll-out software updates without touching
every user desktop
aCentralized authentication and user management for
single sign-on
aComplete data and content encryption throughout
the platform
aInnovative and streamlined user interface to increase
user adoption
aConsistent user experience across all components
including Content, Forms and Flow through Etrieve
Central
a‘Automations’ and ‘Accumulation’ features help
create more standardized filing structures and
business processes
aSimplified, graphical workflow builder to create basic
to complex processes
aRobust workflow capabilities to automate e-forms
and content
aMobile-first design makes Etrieve scalable to work on
any device—laptop, desktop, tablet, mobile
by Softdocs
Etrieve Content TREE VIEW
Etrieve Content SETTINGS
Access all content in a single, customizable, easy to navigate
view. Search, view, annotate, and organize content, while
having immediate access to index information, related
documents, and audit details.
Etrieve Content provides a single point of administration for
system and data configuration. Manage document types, index
information, automations, and system details through a user
friendly administration console.
Etrieve Flow WORKFLOW DESIGNER
Etrieve Flow FORMS ADMINISTRATION
Etrieve Flow allows organizations to automate business
processes around forms and other content. Through the
intuitive, graphical workflow designer, users can build
basic to complex processes.
With Etrieve Forms, fillable PDFs and HTML forms can be
created, accessed, and processed in an effort to reduce the
creation of manual paper-based forms. Administration is eased,
and forms can be accessed from anywhere from any device.
SAL_19-056 MOVE TO ETRIEVE 2016-06
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