www.softdocs.com | 888.457.8879 | 807 Bluff Road Columbia, SC 29201 PR_08-055 ETRIEVE CONTENT BROCHURE 2017-03

SOLUTION OVERVIEW

Simple, Elegant, Powerful.Etrieve Content represents the next generation in enterprise content management and workflow. Browser-based and designed to work on any device or platform, Etrieve Content will change the way your institution thinks about managing documents and information.

With responsive design and an intuitive, touch-friendly UI, users will appreciate the ability to perform all functions–from scanning to search to viewing to indexing–within a single browser window. Matched with the ability to automatically capture and file content generated by your ERP or Finance, Payroll and SIS solution, Etrieve Content provides game-changing functionality.

Developed with multiple integration points and an extensive API framework, connecting Etrieve Content to other applications, including your ERP solution, is simple.

Powerful search and reporting options allows users to quickly fulfill security-driven record queries, and tightly controlled security ensures users only have access to the documents they should, while at the same time maintaining an extensive audit trail.

Features and Benefits ▶ Multiple distribution options, including in-app email

generation and intelligent workflow, allow content to be easily shared with others

▶ Intelligent indexing pre-populates data fields from known sources, reducing errors and saving valuable time

▶ Annotate, redact, rotate and clean images with ease, requiring no third-party tools

▶ Easily organize and file documents through an intuitive, visual filing structure

▶ Establish automatic retention schedules, ensuring documents are only stored for the length necessary

▶ In-browser scanning eliminates the need for locally installed software

▶ Supports centralized authentication through solutions such as:

■ Active Directory and ADFS ■ CAS ■ Shibboleth ■ Other LDAP compliant systems

Fully Browser-Based Perform all actions within the browser, including scanning and system administration

Feature-Rich API Built to integrate, Etrieve

Content easily communicates with third party solutions

Intuitive UI Access all components of

Etrieve through a single and robust user interface

Designed for Mobile Mobile-first design allows

users access from any device, anywhere

FLOW

Features and Benefits ▶ Know the status of a document or form at any time,

eliminating lost documents and workflow delays

▶ Supports parallel workflows, allowing for simultaneous user actions

▶ Embraces centralized authentication and single sign on, ensuring users don’t have to remember another username and password

▶ Graphical workflow designer and intuitive UI makes the process of building and maintaining workflows simple–no complex configuration or coding required

SOLUTION OVERVIEW

www.softdocs.com | 888.457.8879 | 807 Bluff Road Columbia, SC 29201 PR_08-057 ETRIEVE FLOW 2017-03

Graphical, Integrated, Functional.Fully browser-based, Etrieve Flow is built from the ground up to manage complex, process-based workflows. With the ability to integrate with Etrieve Content for scanned or captured content and Etrieve Forms for secure, electronic forms, Etrieve Flow connects all aspects of your electronic world.

Touch-friendly and designed for mobile use, Etrieve Flow incorporates responsive design to access and engage in workflow from anywhere. An intuitive graphical workflow designer prompts users with logical actions to reduce the complexities of building and configuring workflows.

Real-time reporting and intelligent navigation features provide you with an all-inclusive workflow solution. End users and administrators alike will have increased visibility and knowledge of submitted forms throughout their entire lifecycle.

Fully-Integrated Integrate documents, e-forms

and ERP data into workflow routing and decisions

Workflow Designer Easily configure and

deploy conditional and dynamic workflows

Accumulate Content Automatically suspend

workflows until all required content has been submitted

Detailed Audit Trail Easily track activity and status of content and forms from any step in the workflow process

www.softdocs.com | 888.457.8879 | 807 Bluff Road Columbia, SC 29201 PR_08-056 ETRIEVE FORMS 2017-03

FORMS SOLUTION OVERVIEW

Features and Benefits ▶Supports both fillable PDF and HTML based e-forms

▶Intuitive, graphical workflow designer makes it easy to build and manage workflows

▶Integrated HTML designer allows for on-the-fly form revisions and updates

▶Form History provides an instant snapshot of where a form has been, where a form is now and where a form is going, eliminating lost documents and workflow delays

▶Customized reminders ensure users know when and how to act on a submitted form

▶Users can easily complete forms on the web, then automatically route them through rules-based workflows

▶Completed e-forms automatically file into the appropriate student, vendor or employee folder within Etrieve Content, our browser-based enterprise content management solution

Forms Template LibraryLeverage, modify and

deploy pre-built forms to save valuable time

Automate and Store FormsPublish, process and store forms using dynamic and

conditional workflows

ERP IntegrationPre-populate forms with

ERP data and pass submitted data back

Track and Escalate StatusView form history at any time, improving accountability and

communication

Intuitive, Supportive, Intelligent.Etrieve Forms is our next generation, browser-based electronic forms solution. Paired with Etrieve Flow, our intuitive workflow engine, users can easily complete forms on the web for routing through rules-based workflows. Form recipients can review, approve, deny, comment, edit or re-route forms based on situational needs and business rules, ensuring forms always go where they should. And reminders and summary views ensure actions occur in a timely manner.

Designed to integrate, Etrieve Forms becomes an extension of your existing ERP solution. With the ability to pre-populate forms with ERP data—as well as write submitted form data back to your ERP—manual rekeying is a challenge of the past.

No Coding Required User-friendly interface for

building dynamic and responsive HTML forms

Make Edits FreelyEdit completed forms

as needed and preview changes before publishing

Seamlessly IntegratedQuickly design, deploy,

route and store electronic forms within Etrieve

Forms TemplatesSimplified form creation through the use of field

and form templates

www.softdocs.com | 888.457.8879 | 807 Bluff Road Columbia, SC 29201 PR_08-058 ETRIEVE FORMS BUILDER 2017-03

FORMS BUILDER SOLUTION OVERVIEW

Electronic Forms Made Easy.Etrieve Forms Builder is an extension to the next generation, browser-based Etrieve Forms solution, allowing institutions to easily create, modify and deploy mobile-ready, dynamic HTML forms. Designed to work seamlessly with Etrieve components, Forms Builder allows users of all backgrounds to create customizable forms unique to their institution’s needs.

The user-friendly interface allows users to build forms with no coding required. For those with the specific customization or advanced integration needs, Forms Builder also offers the option to build out form functionality through HTML code. The intuitive user interface not only expedites the building process, but also lightens the load for your institution’s IT department.

Administrators and end-users can design and customize responsive electronic forms through a fully browser-based interface. Upon completion, the E-forms can be quickly deployed within Etrieve Forms and Etrieve Flow, and stored automatically to the correct student or employee record within Etrieve Content.

Features and Benefits▶ No coding knowledge required, making Forms Builder

easy to use while also freeing up your institution’s IT resources

▶ Create consistency in forms through the use of templates for common data sets like address, student information and signature rows

▶ Designer allows flexibility to make edits to completed forms, saving you both time and unnecessary effort

▶ Intuitive user interface and responsive design makes the process of building forms simple

▶ Preview forms as you build, reducing errors and ensuring accuracy of form creation

▶ Option to use provided templates for quicker customization, or build forms from the ground up

▶ Maintain branding consistency throughout various forms with the ColorSaver feature

Capture, Customize, DistributeMost institutions rely on inefficient document delivery processes and are limited in their ability to customize laser print output. By automating these processes, your staff can spend less time physically handling documents and more time performing other pressing tasks. Automation not only reduces document delivery time and cost, but allows for print output customization that improves the clarity of your institution’s overall brand and reduces costs by eliminating the need for pre-printed business forms.

Softdocs’ Doc e Serve allows for a seamless transition to digital document delivery. By networking your laser printing, email and fax delivery processes, Doc e Serve creates a more efficient document workflow. Additionally, Doc e Serve enhances your existing ERP solution with the flexibility of image layout, reporting and sorting options, merging multiple files and more.

Features and Benefits▶Graphically enhances your institution’s

print output

▶Laser prints documents with signatures, logos and MICR bank information

▶Directs output to any network printer or splits data between multiple printers

▶Sorts records or creates reports based on user-defined triggers

▶Merges up to 8 disparate documents into a single file

▶Creates e-form templates and maps data streams with floating blocks of text

▶Automatically faxes or emails documents to multiple recipients

▶Exports directly into Doc e Scan™ or Etrieve™ Content for easy document retrieval

▶Imports data from Doc e Fill™ or Etrieve Forms

Raw print output is captured from your ERP solution1

Optional Designer enables your team to create custom documents

Customized output is ready for laser printing on pressure seal or cut sheet stock.

2

3

www.softdocs.com | 888.457.8879 | 807 Bluff Road Columbia, SC 29201 SAL_19-032 DOCESERVE 2017-03

SOLUTION OVERVIEWDoc e Serve™

PR_08-053 ETRIEVE CLOUD BROCHURE 2017-03

Cloud-based ECM, E-Forms and WorkflowAfter years of developing proven on-premises enterprise content management solutions for the education marketplace, Softdocs has introduced Etrieve Cloud. Leveraging the Microsoft Azure platform, Etrieve Cloud offers a fully cloud-based deployment option for Softdocs’ enterprise content management, electronic forms and workflow solution.

With a browser-based, mobile-friendly platform, student and employee needs are met through a robust and intuitive user interface, ensuring access to content, forms and workflows from any device at any time. Softdocs manages the implementation, support and maintenance of the solution, helping institutions simplify technology requirements and reprioritize IT resources for more pressing needs.

As schools look to meet the growing demands of students, faculty and IT, Etrieve Cloud provides a scalable software platform that immediately helps reduce manual paper processes and increase overall efficiencies without draining staff. Institutions of all types and sizes now can deploy leading edge enterprise-wide content management solutions that fit both their resource and budget needs–truly providing the next generation of paperless.

Features and Benefits▶ Fully browser-based solution accessible from

any device

▶ Capture, store, manage and automate all types of content

▶ Create and automate fillable PDF and responsive HTML forms

▶ Robust workflow engine for both dynamic and conditional workflows

▶ Solutions and services dedicated specifically to the education marketplace

▶ Automated system updates with no IT involvement required

▶ Automatic backup of all data and content

▶ Flexible subscription-based pricing

▶ Easily deploy institution-wide, including in Student Services, Finance and HR

Single Paperless Platform Content management,

e-forms and workflow in a single intuitive solution

Fully Cloud-BasedImplementation,

support and maintenance handled by Softdocs

Secure and DependableLeveraging 256 bit AES

encryption, data is secure at rest and in transit

Mobile-First DesignAccess content and

workflow regardless of device type or platform

www.softdocs.com | 888.457.8879 | 807 Bluff Road Columbia, SC 29201

SOLUTION OVERVIEW

www.softdocs.com | 888.457.8879 | 807 Bluff Road Columbia, SC 29201 SAL_19-073 ELLUCIAN INTEGRATION 2017-07

SOFTDOCS INTEGRATIONS

Integration Overview: EllucianSoftdocs is a provider of enterprise content management, electronic forms and workflow solutions designed exclusively for the education marketplace. With customers leveraging Banner®, Colleague® and PowerCampus® by Ellucian solutions, we have built a strong partnership and tight integration to the ERPs to match the business needs of today’s higher education institutions.

Etrieve™ by SoftdocsAvailable both on-premises or in the cloud, Etrieve by Softdocs includes a fully browser-based content management platform that helps institutions consolidate content, as well as reduce paper-based processes leveraging e-forms and workflow automation. With an open architecture, Etrieve can integrate with Ellucian ERPs helping ease the capture, access and processing of content throughout your institution.

Ellucian®Banner®

Colleague®PowerCampus™

by Softdocs

™

STUDENT SERVICES

HUMAN RESOURCES

FINANCIAL

ROUTINE UPDATES

DATA MAP LINKING

Banner, Colleague and Power Campus are the respective property of Ellucian.

PRINT CUSTOMIZATIONFrom checks to purchase orders and tax forms, Softdocs’ print customization utility can integrate directly to Ellucian ERPs to capture output and format content. It is then delivered via email, fax or physical mail, before being stored electronically within Etrieve.

INDEX FIELD INTEGRATIONMap index fields such as student ID, name and status fields to help reduce rekeying of data while also maintaining data consistency. This population of index data can be used for the initial creation of the student record within Etrieve or for ongoing field updates based on changes within Ellucian ERPs.

FILING AUTOMATIONLeveraging data populated on an Ellucian ERP screen, incoming content can be automatically filed, organized and indexed to the corresponding record within Etrieve. The need for manual indexing is eliminated and the capture process is simplified.

FORMS INTEGRATIONFrom financial aid applications to transcript requests and onboarding, completion of e-forms is automated. Once authenticated, e-forms can be pre-populated with related ERP data for the student or employee. Data can be then passed back to Ellucian ERPs upon completion of the form, reducing entry time and increasing data integrity.

AUTOMATIC LAUNCHElectronic records stored within our Etrieve solution can be accessed from the student or employee screens within an Ellucian ERP. Through a dynamic link, users can be authenticated and taken to the corresponding record within Etrieve from Banner®, Colleague® and PowerCampus® by Ellucian.

INSTALLATION PROCESS: ETRIEVE PLATFORM

PHASE 1 Pre-Discovery▶ Softdocs receives Purchase Order from Client.

▶ Softdocs and Client identify project leads (one from Softdocs side, one from Client side).

▶ Project teams schedule a “kickoff meeting” to review and discuss scope of work, Discovery timelines and hardware requirements.

PHASE 2 Hardware Configuration

▶ Softdocs consults with Client IT/IS staff on infrastructure building, to ensure compatibility with Softdocs products.

▶ This phase can be worked on in conjunction with Phase 3. The hardware and installation of the individual solutions has to be completed before Phase 4 begins.

PHASE 3 Discovery and Documentation▶ Softdocs Business Analyst(s) visit Client site to

review business processes for department(s) / business area(s) identified in scope of work.

▶ Business Analyst(s) interview Client departmental leads and staff members to gain an understanding of departmental business flow and decision logic.

▶ Business Analyst(s) collect and review information pertinent to the project and identify any red flags that may lead to delays or process changes.

▶ Discovery Fact Checkers, Gap Analysis Guides, Implementation Plans and Project Configuration Workbooks are created and delivered to the Client project lead for distribution to appropriate departmental staff members for their review.

PHASE 4 Admin Training▶ Softdocs Business Analyst(s) train the Client’s

“Softdocs Administrators” on how to configure and maintain the licensed solutions.

■ Security will be verified and training on imports will generally be conducted as well.

▶ After Admin Training is complete and the Solutions are configured, other licensed modules may require remote training.

▶ Softdocs Business Analyst(s) will work with the Client Softdocs Administrators to ensure that all configurations are completed and tested prior to moving to Phase 5.

PHASE 5 Implementation/Training—Departmental▶ A training plan based upon Discovery findings

and the Implementation Plan is created and reviewed with the Client.

▶ Softdocs Business Analyst(s) visit the Client site to train at the departmental and end-user levels, with the goal that each user understands how the solutions apply to their daily tasks, and can successfully operate and utilize them.

▶ As each department / business area is trained, they are considered to be live on the Softdocs Applications.

NOTE If a project involves many varying departments or business areas, the implementation may be split. In such a case, once Phase 5 is completed, we will return to Phase 3, skip Phase 4, and move to Phase 5 once the client has configured the system for the new departments / areas.

PHASE 6 Post Implementation Support▶ Softdocs and Client project leads remain available

to provide post-implementation support to departments and business areas.

▶ Once departments / business areas are comfortable with the solutions in place, support is transitioned to the Softdocs Support Team.

Professional Services

www.softdocs.com | 888.457.8879 | 807 Bluff Road Columbia, SC 29201 PS_05-013 IMPLEMENTATION PHASES 2016-06