Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Streamline the integration, payment processes, and management of intricate business workflows through a single, highly tailored web form. This approach enhances the experience for students, educators, and the entire school district by utilizing web-based forms that are accessible from anywhere at any time. Keep track of inventory, oversee deliveries, and manage orders with online efficiency. Additionally, integrate with third-party applications to maximize productivity and ensure a seamless customer journey. By minimizing administrative burdens, organizations can concentrate more on their missions and initiatives. Utilize improved tools for engaging with members and supporters, enabling collaborative efforts toward shared objectives. Effectively oversee remote teams and collaborate on tasks ranging from routine activities to significant projects. Embed forms to facilitate swift and convenient business transactions, while also allowing for the setup of recurring subscriptions, displaying pricing options, and accepting various international currencies, ensuring comprehensive support for all users. By adopting these strategies, organizations can foster a more connected and efficient working environment, enhancing overall operational effectiveness.

Description

Etrieve, developed by Softdocs, is an entirely web-based ECM platform that integrates document management, electronic forms, and workflow functionalities into a single, adaptable solution. With its component-based architecture, Etrieve is designed to cater to the diverse requirements of educational institutions, including both school districts and colleges. It can be deployed either on-premises or via a fully cloud-based system, representing a significant advancement towards achieving a paperless environment. By incorporating Etrieve as an additional resource for e-forms and workflow automation, you can significantly enhance the capabilities of your existing enterprise content management system. This solution facilitates the development of thorough digital records and provides secure, on-demand access to documents for students and staff alike. Furthermore, Etrieve optimizes the experience for remote employees and distance learners by simplifying and streamlining data collection processes, thereby promoting efficiency and productivity in educational settings. Ultimately, Etrieve stands out as a vital tool for modern institutions aiming to enhance their operational workflows.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Box Yes 
DocsCorp No 
Dropbox Yes 
Google Drive Yes 
Google Sheets Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
KonnectzIT Yes 
Mailchimp Yes 
Morphic Yes 
MySQL Yes 
Zendesk Yes 

Integrations

Box No 
DocsCorp Yes 
Dropbox No 
Google Drive No 
Google Sheets No 
HubSpot CRM No 
HubSpot Customer Platform No 
KonnectzIT No 
Mailchimp No 
Morphic No 
MySQL No 
Zendesk No 

Pricing Details

$30 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

EmailMeForm

Founded

2006

Country

United States

Website

www.emailmeform.com

Vendor Details

Company Name

Softdocs

Founded

1998

Country

United States

Website

www.softdocs.com/etrieve

Product Features

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing No 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control No 

Product Features

Content Management

Audio Content No 
Customizable Templates No 
Document Indexing No 
E-forms No 
Full Text Search No 
Image Editor No 
SEO Management No 
Text Editor No 
Version Control No 
Video Content No 
Website Management No 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow No 
Text Editing No 
Version Control No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control No 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Alternatives

Etrieve Reviews

Etrieve

Softdocs

Alternatives

altaFlow Reviews

altaFlow

airSlate