Average Ratings 3 Ratings

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Average Ratings 0 Ratings

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Description

Break the invisible barriers between systems, apps, and data. Meet the agentic automation platform that makes quick work of your most complex processes. Make getting things done look easy—because it is. Orchestrate your most complex, critical processes across systems and teams, leaving app and data silos in the dust. Drive every process at maximum speed. Set up and apply AI + automation wherever your teams work with simple-to-use tools and expert support. Get peace of mind and automate with AI in any context, no matter how complex, with full security and governance controls. Get right-size support every step of the way. Start with do-it-yourself training, community expertise from 1M+ automation professionals, and a global partner ecosystem.

Description

Etrieve, developed by Softdocs, is an entirely web-based ECM platform that integrates document management, electronic forms, and workflow functionalities into a single, adaptable solution. With its component-based architecture, Etrieve is designed to cater to the diverse requirements of educational institutions, including both school districts and colleges. It can be deployed either on-premises or via a fully cloud-based system, representing a significant advancement towards achieving a paperless environment. By incorporating Etrieve as an additional resource for e-forms and workflow automation, you can significantly enhance the capabilities of your existing enterprise content management system. This solution facilitates the development of thorough digital records and provides secure, on-demand access to documents for students and staff alike. Furthermore, Etrieve optimizes the experience for remote employees and distance learners by simplifying and streamlining data collection processes, thereby promoting efficiency and productivity in educational settings. Ultimately, Etrieve stands out as a vital tool for modern institutions aiming to enhance their operational workflows.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AccountMate Yes 
Amazon Bedrock Yes 
AuraQuantic Yes 
Base64.ai Yes 
Camunda Yes 
Claude Yes 
ClearProcess Yes 
Cognixia Yes 
Curiosity Modeller Yes 
DocsCorp No 
Docugami Yes 
FundCount Yes 
Google Cloud Document AI Yes 
MeaningCloud Yes 
Meeting360 Yes 
Microsoft 365 Yes 
Microsoft Azure Yes 
SAP Store Yes 
Solvemate Yes 

Integrations

AccountMate No 
Amazon Bedrock No 
AuraQuantic No 
Base64.ai No 
Camunda No 
Claude No 
ClearProcess No 
Cognixia No 
Curiosity Modeller No 
DocsCorp Yes 
Docugami No 
FundCount No 
Google Cloud Document AI No 
MeaningCloud No 
Meeting360 No 
Microsoft 365 No 
Microsoft Azure No 
SAP Store No 
Solvemate No 

Pricing Details

$750.00
Cloud-Based access:
Control Room User
Unattended Bot Runner User
Bot Creator User
Add on capabilities:
Unattended Bot Runners
Attended bot Runners
Bot Insight
AARI Digital Assistant
Discovery Bot
IQ Bot Pre Built Bots in Productivity Pack
Advanced Capabilities:
Bot Store Marketplace
Mobile App
Bot Lifecycle Management
Workload Management
Built-in DR on Cloud
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Automation Anywhere

Founded

2003

Country

United States

Website

www.AutomationAnywhere.com

Vendor Details

Company Name

Softdocs

Founded

1998

Country

United States

Website

www.softdocs.com/etrieve

Product Features

Artificial Intelligence

Chatbot No 
For Healthcare Yes 
For Sales Yes 
For eCommerce No 
Image Recognition No 
Machine Learning No 
Multi-Language Yes 
Natural Language Processing Yes 
Predictive Analytics No 
Process/Workflow Automation Yes 
Rules-Based Automation Yes 
Virtual Personal Assistant (VPA) No 

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow No 
Text Editing No 
Version Control No 

Low-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development No 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop No 
Integrations Management No 
Iteration Management No 
Performance Monitoring No 
Requirements Management No 
Templates No 
Visual Modeling No 
Web / Mobile App Development No 
Workflow Management Yes 

Procure to Pay

Billing & Invoicing No 
Budgeting / Forecasting No 
Compliance Management No 
Contract Lifecycle Management No 
Financial Reporting No 
Integration Management No 
Inventory Management No 
Order Management No 
Vendor Management No 

Robotic Process Automation (RPA)

Analytics Yes 
Attended Automation Yes 
Code-free Development Yes 
Image Recognition Yes 
Optical Character Recognition Yes 
Process Builder Yes 
Third Party Application Integration Yes 
Unattended Automation Yes 

Workload Automation

Alerts / Notifications Yes 
Audit Trails Yes 
Business Process Management Yes 
Cross-Platform Scheduling Yes 
Dashboard Yes 
Data Analysis / Visualization Yes 
Event-Triggers Yes 
Load Balancing Yes 
Resource-Based Scheduling Yes 
Robotic Process Automation (RPA) Yes 
Workflow Foundation Support Yes 

Product Features

Content Management

Audio Content No 
Customizable Templates No 
Document Indexing No 
E-forms No 
Full Text Search No 
Image Editor No 
SEO Management No 
Text Editor No 
Version Control No 
Video Content No 
Website Management No 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow No 
Text Editing No 
Version Control No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control No 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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