Audience
Companies searching for a solution to manage and improve their workflow
About Etrieve
Etrieve by Softdocs is a fully browser-based ECM solution that combines document management, electronic forms, and workflow components into one, scalable platform. Etrieve offers a fully-functional component-based architecture that is flexible to meet the needs of any school district or higher education institution. Available on-premises or as a fully cloud-based deployment, Etrieve truly provides next generation of paperless. Enhance the benefit of your current enterprise content management solution by deploying Etrieve as a complementary toolkit for e-forms and workflow automation. Supporting the creation of comprehensive digital records, Etrieve extends secure, anytime document access to your students and staff. Optimizing the experience of remote employees and distance learners, Etrieve streamlines and simplifies data collection processes.
UnForm
UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes.
UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.
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DocuPhase
DocuPhase is a leading provider of intelligent automation solutions designed to maximize business efficiency for the back office of the CFO. Our comprehensive, intelligent financial solutions eliminate mundane workflows and shorten approval processes. Our solutions include document management, AP automation, Invoice and Data Capture, Forms & Workflow, AP Automation, and Vendor and Supplier Payments. Learn more below.
AP Automation and Vendor Payments Solutions:
Allow DocuPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice.
Document Management Solution:
Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders.
Forms and Workflow Automation:
Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.
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Enterprise Process Center (EPC)
Interfacing’s Digital Twin Organization software provides transparency and Governance to improve Quality, Efficiency, and ensure Regulatory Compliance.
Map, analyze, and automate processes, manage regulatory compliance, assess risks within a single platform! Interfacing’s digital twin solution (Enterprise Process Center - EPC) is an enterprise management system that helps companies digitalize processes to streamline operations, increase productivity, and continuously improve.
Interfacing’s digital business platform – Rapid Application Development (RAD) Tools, with its Low-Code Development methodology will optimize usage of your technical resources and maximize transparency for ongoing improvement.
Discover how our Low-Code Rapid Application Development module provides all the tools to create and deploy Custom, Scalable, Secure, and Mobile ready Applications in Days vs. Months!
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Jotform
Trusted by more than 25+ million users worldwide, Jotform is an all-in-one platform that offers powerful tools for effortless data collection and management, including its popular drag-and-drop Form Builder. Create digital forms and surveys for your business without any coding to collect leads, contact information, files, appointments, payments, e-signatures, and whatever else you need. Build your own form from scratch, or customize 10,000+ ready-made templates for contact forms, order forms, feedback surveys, registration forms, and much more. Go beyond the basics with advanced features like conditional logic, autoresponder emails, and 200+ integrations with popular apps. Make the most of your data by turning responses into personalized PDFs with Jotform PDF Editor, visual reports with Jotform Report Builder, or tasks in an automated approval flow with Jotform Approvals. Create an online store with Jotform Store Builder — no coding required.
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Integrations
Company Information
Softdocs
Founded: 1998
United States
www.softdocs.com/etrieve
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Product Details
Platforms Supported
SaaS
On-Premises
Training
Documentation
Support
Phone Support
Online
Etrieve Frequently Asked Questions
Etrieve Product Features
Workflow Management
Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Graphical Workflow Editor
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration
Approval Process Control
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
No-Code