Softdocs Solutions for the Public Sector

Content is the core of document management in the Etrieve platform. It provides a secure, cloud-based repository for storing, organizing, and retrieving documents across departments. By replacing paper and shared drives with centralized digital storage, Content helps institutions prevent document loss, facilitate instant records access, and securely archive critical business information.

Documents are added by upload, scanning, importing via network folders, virtual printing, integrations, or email attachments, then indexed for secure, searchable storage with role-controlled access. Users with appropriate permissions can apply retention policies, send documents through workflow, and otherwise leverage them within day-to-day processes.

Content streamlines access, enhances compliance, and supports hybrid or remote work, making records instantly available and secure.

Forms let organizations replace paper or PDF forms with secure, dynamic forms. Users can create, complete, and submit digital forms from any device, simplifying data collection and reducing paperwork.

Admins use a no-code, drag-and-drop builder to create custom forms with conditional logic, attachments, electronic signatures, and more. Forms can be shared via portals, links, or public access. Submissions can be routed through workflows, and fields can pre-populate from connected systems to reduce errors. All form submissions are stored securely. Both the authoring environment and the user-facing forms are fully WCAG 2.2 AA accessible.

Forms move processes fully online, improving accuracy, speeding approvals, and reducing admin burden by digitizing data collection and integrating with enterprise systems. It also helps any organization deploy accessible forms out of the box with zero code engineering.

Etrieve Flow lets organizations digitize and automate approval processes with a no-code, visual workflow designer, turning manual workflows into efficient digital ones that improve turnaround and accountability.

Admins design workflows with a drag-and-drop interface, connecting approvals, reviews, and notifications. Workflows support sequential/parallel approvals, conditional routing, and business-logic-driven automation. Integrated with Forms and Content, workflows can be triggered by submissions, metadata, or external events. Notifications and monitoring tools provide real-time status and audit trails. No coding required.

Etrieve Flow removes bottlenecks from paper forms and manual approvals, ensuring consistency, speeding decisions, and reducing admin burden. Automation standardizes processes and strengthens compliance.

Etrieve Document Signatures adds electronic signature functionality to the Etrieve platform, empowering users to place signature boxes and fields on PDFs and securely capture signed documents without needing external tools.

Users can add fillable fields and signatures to PDFs in Etrieve, complete and sign them, and store them securely with version control and audit tracking. All signed files meet platform security and compliance standards.

Etrieve Document Signatures streamlines digital signatures by keeping the process in-platform, eliminating manual and external steps, and supporting secure, auditable, and compliant digital approvals.

IDP, an AI-powered feature of the Etrieve platform, automatically classifies, extracts, validates, and routes information from unstructured documents. It transforms static files like invoices, forms, transcripts, and applications into structured, actionable data, reducing manual data entry, boosting accuracy, and accelerating departmental document processing.

IDP uses generative AI, machine learning, and natural language processing (NLP) to identify document types, extract fields, and validate against records. Unlike traditional OCR that only digitizes characters, IDP reads documents in a human-like pattern, connecting data to context. Integrated with Advanced Capture Suite, it processes and routes files automatically, highlighting uncertain data for review.

IDP removes repetitive data entry and corresponding errors, improving speed and accuracy by several orders of magnitude. Capturing data consistently and securely at scale empowers small teams to ingest large volumes with maximum accuracy to reduce processing costs and accelerate turnaround.

Serve is Softdocs’ print customization and output management tool, automating document generation, formatting, and distribution from ERP, SIS, and core systems. It replaces manual print routines with digital, configurable output that can be archived, printed, or delivered automatically.

Serve intercepts print streams, converts them to PDFs, and applies templates or overlays. Output can be stored in Etrieve Content, routed through workflows, or sent to printers or fax destinations. Serve includes a design module for custom template building, an eDelivery tool for automatic email distribution of generated documents.

Serve eliminates manual, paper-based printing and distribution, reducing costs and admin work. Automated digital output ensures documents are consistent, accurate, and securely archived, helping organizations go paperless.