Information about the Softdocs Etrieve Enterprise Content Management System including Forms and Workflows.

Categories (4)

Form and Workflow Documentation

Documentation for each form/workflow; addressing any outstanding issues and listing future enhancements.

Form Development

The purpose of this category is to document how to develop forms and workflows.

Etrieve Content

The purpose of this category is to document how to use Etrieve Content to completed forms and imported documents.

Etrieve Central

The purpose of this category is to document how to use Etrieve Central to find, fill out, and submit forms. it also explains how to review and approve forms.

Articles (2)

Pinned Article Softdocs FAQ

Frequently asked questions about Softdocs, including forms and workflows.

Softdocs Etrieve Guides for 2024.1

This article contains links to all the Etrieve User and Administrator Guides for v 2024.1