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Description

Folio3, a California-based software development company is well-known for its extraordinary contributions to introducing smart solutions worldwide, one of which EcoDocs. EcoDocs improves productivity and compliance by automating workflows. Use the dynamic form builder to create checklists and tasks, and integrate IoT devices to get real-time alerts about tasks.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

DocsCorp No 
Dropbox Yes 
Microsoft OneDrive Yes 

Integrations

DocsCorp Yes 
Dropbox No 
Microsoft OneDrive No 

Pricing Details

$19.95 / user / month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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) No 
Online Support No 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Folio3

Founded

2005

Country

United States

Website

www.ecodocspro.com

Vendor Details

Company Name

Softdocs

Founded

1998

Country

United States

Website

www.softdocs.com/etrieve

Product Features

Asset Tracking

Activity Tracking Yes 
Audit Trails Yes 
Barcoding / RFID No 
Checkout / Check-In No 
Depreciation Tracking Yes 
Disposal Tracking No 
Inventory Management No 
Location Tracking Yes 
QR Codes No 
Reservations No 
Service History Yes 

Building Maintenance

Asset Tracking Yes 
Commercial Properties No 
Customer Database No 
Dispatch Management No 
Inventory Management No 
Job Costing No 
Job Management Yes 
Maintenance Scheduling Yes 
Residential Properties Yes 
Routing Yes 
Scheduling Yes 
Work Order Management Yes 

CMMS

Asset Tracking Yes 
Calibration Management No 
Inventory Control No 
Key & Lock Management No 
Mobile Access Yes 
Preventive Maintenance Yes 
Purchasing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Construction Scheduling

Bid Management No 
Change Orders No 
Gantt Charts No 
Job Scheduling Yes 
Project Scheduling Yes 
Rescheduling Yes 
Staff Calendar No 
Task Management Yes 

Equipment Maintenance

Customer Database No 
Dispatch Management No 
Equipment Tracking Yes 
Inventory Control No 
Job Management No 
Maintenance Scheduling Yes 
Warranty Tracking Yes 
Work Order Management Yes 

Facility Management

Asset Management Yes 
Commercial Properties Yes 
Equipment Management Yes 
Facility Scheduling Yes 
Incident Management Yes 
Inspection Management Yes 
Inventory Control Yes 
Maintenance Tracking Yes 
Preventive Maintenance Yes 
Residential Properties Yes 
Room Scheduling No 
Schools No 
Space Planning No 
Vendor Management No 
Visitor Management No 
Work Order Management Yes 

Fleet Maintenance

Cost Tracking No 
Fuel Tracking No 
Maintenance History Yes 
Maintenance Scheduling Yes 
Parts Inventory Management No 
Repair Tracking Yes 
Tire Management No 
Vehicle Information Yes 
Warranty Tracking Yes 
Work Order Management Yes 

Fleet Management

Dispatch Management No 
Employee Management No 
Fuel Management No 
GPS Tracking No 
Incident Reporting No 
Inspection Management Yes 
Inventory Management No 
Maintenance Management Yes 
Mileage Tracking Yes 
Motor Pool No 
Routing No 
Tire Management No 
VIN Lookup No 
Work Order Management Yes 

Inspection

Appointment Management No 
Customer Database No 
Dispatch Management No 
Equipment Tracking Yes 
Photos In Reports Yes 
Print on Site No 
Report Templates Yes 
Speech Recognition No 
Subcontractor Management Yes 

Maintenance Management

Asset Tracking Yes 
Billing & Invoicing No 
Calibration Management No 
Dispatch Management No 
Inventory Control No 
Inventory Management No 
Key & Lock Management No 
Mobile Access Yes 
Planning Calendar No 
Predictive Maintenance Yes 
Preventive Maintenance Yes 
Purchasing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Quality Management

Audit Management Yes 
Complaint Management Yes 
Compliance Management Yes 
Corrective and Preventive Actions (CAPA) Yes 
Defect Tracking Yes 
Document Control No 
Equipment Management Yes 
ISO Standards Management Yes 
Maintenance Management Yes 
Risk Management Yes 
Supplier Quality Control Yes 
Training Management Yes 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling No 
Automated Scheduling Yes 
Calendar Management No 
Class Scheduling No 
Employee Scheduling No 
Facility Scheduling Yes 
Group Scheduling Yes 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location Yes 
Online Scheduling No 
Payment Processing No 
Real-time Scheduling No 
Reservations No 
Resource Scheduling No 
Room Booking Management No 

Work Order

Contract Management Yes 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Preventive Maintenance Yes 
Quotes / Estimates No 
Recurring Appointments Yes 
Routing Yes 
Scheduling Yes 
Task Management Yes 

Workflow Management

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