List of Softdocs Etrive Customers
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United States
Since 2010, our global team of researchers has been studying Softdocs Etrive customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Softdocs Etrive for Intelligent Document Processing from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Softdocs Etrive for Intelligent Document Processing include: Pepperdine University, a United States based Education organisation with 3000 employees and revenues of $300.0 million, Fairleigh Dickinson University, a United States based Education organisation with 2500 employees and revenues of $300.0 million, University of Redlands, a United States based Education organisation with 593 employees and revenues of $70.0 million and many others.
Contact us if you need a completed and verified list of companies using Softdocs Etrive, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Fairleigh Dickinson University | Education | 2500 | $300M | United States | Softdocs | Softdocs Etrive | Intelligent Document Processing | 2024 | n/a | In 2024 Fairleigh Dickinson University deployed Softdocs Etrive as its Intelligent Document Processing platform to unify document storage, eForms, and workflow across enrollment, financial aid, and administrative departments in New Jersey. The initiative replaced Perceptive Content and DocuSign and aimed to provide a single authoritative repository for forms and transaction status across campus functions. Softdocs Etrive was configured to consolidate form management, standardize eForm templates, and centralize workflow orchestration for multi-department routing and approvals. The implementation emphasized real-time status visibility for submitted forms and staff processing queues, and applied Intelligent Document Processing capabilities such as capture, classification, and automated routing to reduce manual handoffs. The deployment included an explicit integration with Ellucian Colleague as noted in vendor materials and university communications, enabling cross system reference between forms and student records workflows. Operational coverage spanned enrollment, financial aid, and administrative offices across the university in the United States, New Jersey, with migration activities moving existing content and signature processes from Perceptive Content and DocuSign into the Softdocs Etrive environment. Governance was centralized around campus wide form management and workflow ownership to standardize submission, approval, and retention procedures. The completed migration delivered consolidated form management, real-time status visibility, and lower TCO as reported in university communications, while the Intelligent Document Processing platform consolidated capture, eForms, and workflow capabilities under Softdocs Etrive. | |
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Pepperdine University | Education | 3000 | $300M | United States | Softdocs | Softdocs Etrive | Intelligent Document Processing | 2016 | n/a | In 2016, Pepperdine University implemented Softdocs Etrive as a campus-wide document management and forms platform under the Intelligent Document Processing category. The deployment targeted Admissions, Financial Aid, Registrar, Human Resources, and IT processes at the university's California campus, centralizing document capture and electronic forms as core infrastructure. Softdocs Etrive was configured to digitize millions of documents and to host more than 300 live forms, leveraging capture, indexing, and forms processing capabilities aligned with Intelligent Document Processing. The implementation included document management, electronic forms, and workflow orchestration to replace paper based routing and to standardize form lifecycles across departments. The project delivered tighter integrations with PeopleSoft to reduce manual data entry and to improve end to end process visibility for student services and administrative functions. Pepperdine later migrated these implementations to Etrieve Cloud in 2022, preserving the established PeopleSoft connections while moving to a cloud hosted delivery model. Governance focused on campus wide adoption and standardized form and document workflows, enabling centralized records control and consistent routing across Admissions, Financial Aid, Registrar, HR, and IT. Reported outcomes included reduced manual entry and improved process visibility as the primary operational benefits. | |
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University of Redlands | Education | 593 | $70M | United States | Softdocs | Softdocs Etrive | Intelligent Document Processing | 2019 | n/a | In 2019, University of Redlands implemented Softdocs Etrive to move Student Financial Services, Registrar, Human Resources, and other departments to cloud-based document management and eForms. The deployment used Softdocs Etrive as the campus platform for Intelligent Document Processing, centralizing digital forms and records across administrative functions. The program converted all financial aid processes in roughly nine months. Implementation focused on cloud-based document management and eForms capabilities, applying standard Intelligent Document Processing workflows such as capture, indexing, and routed approvals to replace paper workflows. Functional configuration emphasized student financial aid process automation, electronic form rendering for improved student access, and centralized records retention for HR and registrar functions. The design aligned document repositories with departmental workflows to reduce manual routing and to standardize document lifecycle handling. The U.S.-based rollout delivered campus-wide operational coverage across Student Financial Services, Registrar, Human Resources, and other administrative sites, preserving substantial paper and storage space. Governance and rollout pacing emphasized a nine month conversion for financial aid with staged departmental cutovers to maintain service continuity. Business continuity benefits were realized during the COVID-19 remote transition when online access to forms and records supported ongoing administrative operations. |
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