What is Softdocs?
Softdocs is an Enterprise Content Management (ECM) designed for educational institutions in the Public Sector. It consists of three parts: Document Management, Forms, and Workflows. It was purchased as a replacement for the Oracle Stellent Imaging System, referenced here: https://support.uidaho.edu/TDClient/40/Portal/KB/?CategoryID=143
Why are we using Softdocs?
Softdocs serves as a central repository for documents that are auditable and supports retention scheduling. It also serves as a platform for developing forms that can integrate with Banner to both auto-populate form fields and write to banner. Finally, it supports workflows for complex approval processes and email notifications.
What forms are currently in production?
- Faculty Summer Contract with the Provost Office
- Student Consent for Release of Information with the Registrar's Office
- Staff Registration Permit with the Student Account's Office
What is etrieve?
Etrieve is the name of the ECM product provided to the University of Idaho by Softdocs.
Released forms can be accessed by Students, Faculty, and Staff at https://uidahocentral.etrieve.cloud/
The Content Management System can be accessed by authorized Staff here: https://uidahocontent.etrieve.cloud/
Notification emails for submitted forms and approval requests will be sent from: etrieve@uidaho.edu
How do I develop and form/workflow using Softdocs Etrieve?
Submit a technology request using the following form: https://support.uidaho.edu/TDClient/40/Portal/Requests/ServiceDet?ID=926
Who do I contact for additional questions or concerns?
For general questions or concerns, please reach out to the Technical Product Manager for Eforms and Workflows:
Skye Swoboda-Colberg, skye@uidaho.edu