Forms and Workflows

Information about Softdocs Etrieve and Adobe Sign

Categories (5)

Form and Workflow Documentation

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

Softdocs Etrieve Development

Area to store documentation on how to develop forms, workflows, exports/imports to content, and content structures.

Softdocs Etrieve

The purpose of this category is to explain how to use Etrieve Central to find, fill out, submit and approve forms. It also explains how to use Etrieve Content to file and access forms.

Adobe Sign

The purpose of this category is to document how to use Adobe Sign to prepare pdf's for signature, complete templates, workflows, and web forms.

Qualtrics

The purpose of this category is to explain how to use Qualtrics to prepare polls, surveys and questionnaires, as well as review the results.

Articles (1)

Which E-Signature system should I use?

The purpose of this article is to help customers determine which Electronic Form, Workflow, and Storage Solution they should use.