Etrieve 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Etrieve

4.7

(26)

Pricing

Pricing available upon request

About Etrieve

Etrieve is a cloud-based software designed to help educational institutions handle documents, manage electronic forms and streamline data workflows on a centralized platform. It provides organizations with a centralized repository, which helps students and employees access, review, edit and share documents across departments.

Etrieve allows organizations to automatically route pre-populated forms to relevant individuals, streamline review and approval processes. Managers can utilize the graphical designer to customize and build workflows according to requirements. The software also helps businesses integrate the platform with various third-party applications.

Etrieve Screenshots

Etrieve Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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Etrieve Features

Popular features found in Content Management
Access Controls/Permissions
Audio File Management
Content Library
Customizable Templates
Image Editing
Search/Filter
SEO Management
Text Editing
Version Control
Video Support
More features of Etrieve
Activity Tracking
Alerts/Notifications
API
Approval Process Control
Archiving & Retention
Audit Trail
Authentication
Autofill
Business Process Automation
Collaboration Tools
Commenting/Notes
Compliance Tracking
Conditional Logic
Configurable Workflow
Content Management
Customizable Branding
Customizable Fields
Customizable Forms
Data Security
Document Capture
Document Management
Document Review
Document Storage
Drag & Drop
Electronic Forms
Electronic Signature
Faculty/Staff Management
For Higher Education
Forms Creation & Design
Forms Management
Full Text Search
Graphical Workflow Editor
Indexing
Metadata Management
Mobile Access
Multi-Party Signing
Process/Workflow Automation
Progress Tracking
Project Workflow
Real-Time Data
Real-Time Notifications
Reminders
Reporting/Analytics
Role-Based Permissions
Rules-Based Workflow
Secure Data Storage
Single Sign On
SSL Security
Status Tracking
Student Management
Surveys & Feedback
Task Management
Template Management
Third-Party Integrations
Web Forms
Workflow Configuration
Workflow Management

Etrieve User Reviews

Overall Rating

4.7

Ratings Breakdown

73%

27%

Secondary Ratings

Ease of Use

4.5

Value for money

4.4

Customer support

4.6

Functionality

4.3

Reid B.

Verified reviewer

Higher Education

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed May 2022

My Review

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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.

Reasons for choosing Etrieve

Other products seem so Y2k. Etrieve seemed to be cool software with good people to work with.

Mark V.

Verified reviewer

Higher Education

201-500 employees

Used daily for less than 2 years

Review source

Reviewed January 2023

Document management made easy.

Overall, excellent experience.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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.

Reasons for choosing Etrieve

It integrated with our Colleague implementation and provided a much simpler and easier interface for our staff and students to navigate. We're very happy.

Reasons for switching to Etrieve

OnBase was difficult to use, licensing was inflexible, and the software is expensive.

Alissa B.

Verified reviewer

Education Management

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed February 2022

Etrieve Review

My overall experience with etrieve has been positive.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

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.

Bary C.

Verified reviewer

Information Technology and Services

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed February 2022

Olivet Nazarene University - eTrieve Experience

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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.

Reasons for choosing Etrieve

Many, many more features included for the price at the time, even with the add-ons like Form Integration, eDelivery, DoceView, RemoteScan (Thin Scan), and AutoLaunch the price was much more affordable than one module of Image Now. Also, at the time, customer service was excellent.

Reyn O.

Verified reviewer

Higher Education

501-1000 employees

Used weekly for more than 2 years

Review source

Reviewed February 2022

Etrieve Review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

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

Reasons for choosing Etrieve

Community feedback, clean interface, and contract.

Reasons for switching to Etrieve

Nolij Web was going EOL

Kyle J.

Verified reviewer

Higher Education

51-200 employees

Used daily for more than 2 years

Review source

Reviewed May 2022

Highly configurable and extremely intuitive

This system has fulfilled several business needs, and provided flexibility and efficiency in many areas of the college. Students and employees are able to access etrieve from anywhere. This allows students to complete forms on their own time, without having to take time out to go to an office and fill out paperwork. The flexibility helps serve students, and we generally observe that it allows staff to process things more quickly. It also allows to staff and faculty to work remotely if needed. Additionally, we see that data entry is generally more efficient using the etrieve forms because we can require certain items and mask certain inputs, so they are entered into systems uniformly. Also, forms are automatically placed in the correct folders after the workflow has ended. this reduces the time taken by staff to scan and file each form individually.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Our institution has been using Softdocs Etrieve since we migrated from another system in 2018. We really started seeing the benefits of the product after implementing forms and workflows because they are so highly configurable. We have created more than 120 forms, for nearly every department in the institution. We use a combination of HTML, JavaScript, and CSS create the majority of our forms, and many of them are integrated with SQL databases. We rarely encounter limitation that cannot be resolved or worked around. The forms seem to have provided a lot of support to process efficiency, and end-user feedback is generally very positive.

Cons:

A relatively high degree of technical skill is necessary in order to build highly integrated forms processes. However, the system does include a very user-friendly form builder that allows users to construct forms without any experience with HTML. Also, since our institution has implemented a large number of forms, we have come across an issue being able to structure them in a way that is simple for users to find what they need. However, this is an issue that could be worked around.

Reasons for choosing Etrieve

Product flexibilities and capabilities.

Reasons for switching to Etrieve

The product was no longer supported, so we needed to migrate.

Andreas B.

Verified reviewer

Education Management

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed May 2022

Continuous improvement and engagement by Softdocs makes Etrieve a great product

We are working on rolling out this solution to more and more departments, and use it in its imaging capability first and foremost. We are also successfully bringing up more and more forms and workflows, adding nice levels of automation to previously manual processes.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

All the features that we are using work well for us, document imaging, document storage and management, workflows and forms, and the design interfaces for both of those. I really like the company behind the software. Softdocs has a big ear for the customer voice, and requests and suggestions are taken seriously. They find their way into the product in one way or the other. Their support has been wonderful as well. The iterative improvements that come our way are great, and continue to make a great software even better.

Cons:

Softdocs is caught between selling the product to people who work with it on their own, and selling consulting services to do everything from implementation to workflow and forms design, etc. Perhaps because of this dichotomy, advanced aspects of forms and workflow design and implementation are not well documented, and diminish the otherwise great experience.

Reasons for switching to Etrieve

When compared, Etrieve was superior in just about every aspect, and the company was hungry.

Julie C.

Verified reviewer

Education Management

51-200 employees

Used daily for more than 2 years

Review source

Reviewed February 2022

Etrieve has been a game changer!

Overall my experience has been wonderful. There have been a few bumps in the road but SoftDocs has always made things right. I have recommended Etrieve to many Community Colleges and will continue to do so.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love almost everything about Etrieve, especially the ability to customize forms and workflows. SoftDocs Tech/Customer Support is amazing. I appreciate SoftDocs listening to their customer and adding features that have been requested. Initially, we purchased Etrieve for Student Services, soon it will be in almost every department on campus.

Cons:

We need to upgrade our authentication software in order to eliminate the primary issue we are having with duplicate accounts being created when there is a name change. I wish there was the ability to merge accounts together, especially with the ability to authenticate with multiple accounts. I wish they would also bring back time banks instead of phasing them out for subscription tech support.

Reasons for choosing Etrieve

We choose Etrieve because of the functionality of having Forms, Flow and Content all work together and the ability to customize the product. The "look and feel" was also highly rated by all committee members reviewing the products. I am very happy with our decision.

Kendra W.

Verified reviewer

Financial Services

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed February 2022

LCSD Etrieve Review

We were already a Softdocs customer so we knew the value of the product we were receiving. Our migration team, led by [SENSITIVE CONTENT] was very easy to work with and patient with our numerous questions and odd workflow scenarios we wanted to implement. We were able to conduct onsite end user training over the course of several days which was very valuable to our implementation.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

As an administrator, I use Content, Central and Security frequently. We have multiple areas in Content where we scan and store documents. It is so helpful to have them right at our fingertips and quickly accessible from the office or when we have to work remotely. We were able to create multiple RPO workflows in Central that afforded us the opportunity to obtain approvals that were not possible through Softdocs legacy product. The workflow monitor has been extremely helpful to move packages to new users or a different step in the workflow as needed. Adding and managing users in Security is very user friendly. We use Google SSO for our users so signing in to Etrieve Central (Employee Self Service) is super quick and easy.

Cons:

We miss the ability to scan a page in front of a document instead of it automatically scanning to the end of that document. We also miss the ability to sort the documents in a Content inbox by the user who scanned the document.

Reasons for choosing Etrieve

Etrieve was a better fit for our organization's needs. We've been a Softdocs customer since 2012 when we began using your legacy product and we were introduced to Etrieve several years prior to our migration when we attended a Bridge Conference.

Catherine L.

Verified reviewer

Higher Education

201-500 employees

Used daily for more than 2 years

Review source

Reviewed March 2022

Etrieve is a Smart ECM Choice

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Etrieve provides all the benefits of an electronic content management system while still allowing customization so that we can develop the software to meet our specific and unique needs. End users have high praise and find it easy to use. Our integrations allow us to make "smart" forms that minimize errors and provide a smooth experience.

Cons:

Field security in forms is still a concern. ADA compliance is in progress, but not up to California standards. Communication is lacking on how to implement new features.

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Etrieve 2026: Benefits, Features & Pricing

Overview

About Etrieve

Etrieve Screenshots

Etrieve Pricing and Plans

Etrieve Features

Etrieve User Reviews

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