If experience with Etrieve was cake, I'd ask for more cake.

We really needed a forms and workflow solution that could take care of business instead of having little systems here and there that didn't little bits of what needed done.

The form builder can be tricky to use at times but we look forward to the Fall 2022 update that could bring improvements to that.

We started with Docescan/Doceforms/DoceServe and eventually moved to the eTrieve products. The initial move to eTrieve was a little challenging, but once the later version of the product came out and "fixed" various issue the product is now great.

Ease of use and setup, speed and responsiveness of the browser app, great customer service and quick response (and fixes) to major issues, form development (even manually using the built in context sensitive editor) is delightful and fun, and a great community experience. Integration with ETHOS and the awesome support for it (from your developers) really helped. Being part of the beta-testing was great.

Users got used to the tree in DoceScan and were later disappointed that several "features" were not included in the tree. Custom sorting of tree levels is not possible. Sometimes support for ADFS is a little lacking.

My overall experience with etrieve has been positive.

The electronic forms and having all student records electronically has been great especially as more people are now working from home and not in the office

One problem with the electronic forms is that they are difficult to create and edit unless you are throughly trained and have a technical background. It makes it difficult for our office when trying to edit or create a form where we need to rely on IT or someone at Soft Docs for assistance.

Overall, excellent experience.

The learning curve for staff end users is shallow, and our ability to do amazing things with our forms and data is extremely high. The software itself, while initially complex to get installed and integrated with other enterprise systems, is easy to manage on the back end and easy on the users.  

Our primary dissatisfaction revolved around the length of time it took to implement the software. With that said, we also understand that integrating multiple systems for multiple workflows across an enterprise is an intensely complex process. Etreive did a respectable job managing that process with us. 

The platform allows documents to be easily shared, while maintaining proper security in the event of an accidental overshare. Filing capabilities are easy and intuitive in Content with a simplified folder structure. Forms are easy to complete and routed through workflows

There are some inconsistencies in button configurations on the admin side. For example, the save button is not found in all forms.