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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Develop essential service workflows that initiate with a request, aiming to boost efficiency, update procedures, and automate wherever feasible. Our solutions deliver the necessary framework and infrastructure to design human-focused workflows that seamlessly integrate technology platforms with organizational processes. Craft contemporary, digital self-service options for your team members and stakeholders to enhance their experience. Gather, validate, and securely store data for utilization and distribution throughout your workflows. Streamline and coordinate processes that address human-centric demands. Facilitate connections with various systems to instantly share, retrieve, or transmit critical data. Implement robust encryption for data both at rest and during transmission, alongside flexible, attribute-based access controls. Our user-friendly framework allows developers to envision, create, and refine their designs using intuitive drag-and-drop features, while a versatile authentication model accommodates a wide range of sign-in preferences. This holistic approach not only supports operational needs but also fosters innovation and agility in adapting to changing requirements.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Active Directory No 
Amazon Web Services (AWS) No 
DocsCorp Yes 
Google Workspace No 
Microsoft Exchange No 
Microsoft SharePoint No 
Salesforce No 
ServiceNow No 

Integrations

Active Directory Yes 
Amazon Web Services (AWS) Yes 
DocsCorp No 
Google Workspace Yes 
Microsoft Exchange Yes 
Microsoft SharePoint Yes 
Salesforce Yes 
ServiceNow Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

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

Deployment

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

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 Yes 

Vendor Details

Company Name

Softdocs

Founded

1998

Country

United States

Website

www.softdocs.com/etrieve

Vendor Details

Company Name

Kinetic Data

Founded

1997

Country

United States

Website

www.kineticdata.com

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 

Product Features

Workflow Management

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

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