Softdocs Reviews & Product Details

Trackin images and document for Alimni Dept and also collecting and streamlining the process for recurring gift and pledge agreements Review collected by and hosted on G2.com.

None so far, so not have any dislikes to report Review collected by and hosted on G2.com.

We are retrieving information back from our ERP into Softdocs eforms. That along with the workflows, help solve our paper trail issues. We authenticate with CAS which also allows us to sign documents electronically in the examples of financial aid or HR paperwork. Softdocs has also helped us along our journey as we take the application even further to updating data in our ERP. We also like the Form Builder options which allow users to create forms without requiring IT support. The support we get from Softdocs is outstanding! Both students and staff see the huge difference Softdocs has made in our workflows and processes. Review collected by and hosted on G2.com.

We decided not to purchase the Content Document Storage product and that would have been very helpful for the overall user experience. Content would have allowed us to store, index, and report on our eforms. Review collected by and hosted on G2.com.

The ability to build a form quickly, assign a workflow and have it operating for end-users in such a short period makes the tool worth the money and effort. Review collected by and hosted on G2.com.

We made the mistake of not purchasing Content, but instead have attempted to make Banner Document Management work instead. The other areas for improvement are electronic signatures for anonymous users. One other area of help to the form builder would be to have the function to unhide hidden rows when working with the form. Review collected by and hosted on G2.com.

The documents are scanned, stored, and are secure. The clarity of the scanned document is very near if not as good as the original document. I do not have a lot of experience with other companies. Review collected by and hosted on G2.com.

I have not scanned recently but when we first began you could choose to scan to the front of the document. So if you have a 100-page document that you added pages to...you could choose to make the page you were scanning the first page. That changed somewhere along the line and now you have to move the pages manually to the front of the document to view the last page scanned as the most current page. Review collected by and hosted on G2.com.

I appreciate the user-friendly format. Making corrections, and adding post-it notes keeps everyone in the loop. Review collected by and hosted on G2.com.

Occasionally it goes offline. I don't think there is anything missing, there are probably several features that I do not use as my job doesn't require it. Review collected by and hosted on G2.com.

The ability to attach documents after a file has been made. Review collected by and hosted on G2.com.

Downtime for maintenance can be an issue sometimes but doesn't happen often and can be done outside of the workday most times. Review collected by and hosted on G2.com.

I like having a form and a workflow that ends with secure storage all in one tool. Review collected by and hosted on G2.com.

The building out of forms and workflows is not as easy as implied. For someone who is not a programmer type, there is a steep learning curve. Review collected by and hosted on G2.com.

I like the ease of transferring documents into Etrieve. I also like the electronic stamps (official, unofficial, processing, etc) Review collected by and hosted on G2.com.

I wish documents would be larger when looking in a file that has been submitted, and trying to delete some of the pages (i.e. when students submit several pages of taxes we don't need - and we have to delete some of them) - or move them around. Review collected by and hosted on G2.com.

I process documents all day from Etrieve. They are clear and easy to view. The filing process is also very smooth. Review collected by and hosted on G2.com.

Nothing, really. It is very user friendly. Review collected by and hosted on G2.com.

Ability to store employee docs and vendor docs in one location Review collected by and hosted on G2.com.

Building the workflows can be cumbersome Review collected by and hosted on G2.com.