With Softdocs Workflow Automation part of your complete document management strategy, you can simplify and automate document routing and review cycles for basic and complex business processes. Business processes within education and the public sector can involve data and users from a variety of systems and departments. Softdocs Workflow Automation software combines content and forms with existing ERP or SIS data to save time and eliminate communication gaps across disparate systems. Build process workflows of any type with our simple drag-and-drop designer. No complex configuration. No coding. Deploy conditional and dynamic workflows that bring control and transparency to your organization.

Example Processes

A list of some common processes that our 1,000+ customers have digitized and automated.

Student Services

• Admissions Application
• Residency Application
• Tuition Exemption Request
• Change of Dependency Request
• Federal Direct Loan Cancellation
• Satisfactory Academic Progress Appeals
• Scholarship Application
• Tuition Reciprocity Request
• Work Study Job Application
• Academic Withdrawal Form
• Course Add/Drop
• Internship Course Registration
• Medical Leave Request
• Accessibility/Disability Services Request
• Meal Plan Request
• Request to Start a New Campus Organization
• Room Assignment Change Request
• Study Abroad Request
• Tutoring Request

Business Office

• AP Approval Form
• New GL Account Request
• Petty Cash Voucher
• Purchase Request
• Travel Reimbursement Request

Human Resources

• Address Change
• Benefit Enrollment
• Direct Deposit Authorization
• Employment Application
• Employment Verification Request
• Leave Request
• Sabbatical Request
• Tenure/Promotion Request
• Travel Request
• Work Study Job Application … and many more

Transformational Benefits of Softdocs Workflow Automation

Enforce Processes

Remove gaps, ambiguity, and deviations from processes with clear, enforceable rules for information flow, approval sequences, and more.

Expedite Approvals

Combine Softdocs' unlimited e-signatures to automate every step in approval processes and get rid of frustrating wait times.

Control Your World

With a drag-and-drop interface and no reliance on scripting, users of all technical levels can implement critical process improvements.

Stay Integrated

Use Softdocs Workflow to integrate information from form submissions and stored documents with external sources to ensure constant, consistent data exchange.

The Magic of eForms and Workflow

In combination, Softdocs eForms and Workflow are an operational game-changer for teams looking to re-invent processes. Automatically capture and route form submissions into the appropriate student, constituent, vendor, or employee folder within Softdocs Document Management, removing manual entry, eliminating redundant and lost information, and enabling staff to get what they need instantly. Customize each intake form and actions within workflow based on your specific processes to remove gaps and control deviations.