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Etrieve & Beyond [clear filter]
Monday, March 11


Etrieve Year in Review
This session review Etrieve’s updates, milestones and successes of the last year. Let’s talk about what’s changed, what’s new and what’s coming soon in Etrieve with a Softdocs’ system expert.

avatar for Arvind Krishnan

Arvind Krishnan

Product Owner, Softdocs

Monday March 11, 2019 11:00am - 11:50am


What's New in Content?
Find out how Etrieve Content has evolved throughout the months since BRIDGE 2017. This session reviews how Etrieve’s document management capabilities have expanded to accommodate the changing needs and growing demands of educational institutions seeking the next generation of paperless.

avatar for Lena Mason

Lena Mason

Business Solutions Consultant, Softdocs
avatar for Jamie Pearson

Jamie Pearson

Enterprise Architect, Softdocs

Monday March 11, 2019 1:00pm - 1:50pm


What's New in Forms & Flow?
This session acts as a top-to-bottom overview of everything that has been updated or added within Etrieve Forms and Etrieve Flow since BRIDGE 2017. Let’s review what’s new and what’s changed, before exploring what that means for you moving forward. 

avatar for Jason Pfaehler

Jason Pfaehler

Business Solutions Consultant, Softdocs Inc.
avatar for Andrew Stoker

Andrew Stoker

UI/UX Developer, Softdocs
I'm one of the user interface/user experience designers at Softdocs. I specialize in creating the visual portion of Etrieve, the part that you interact with on your browser. I'd love to get to know what you think about Etrieve, and how I can make things easier for you to use.

Monday March 11, 2019 2:00pm - 2:50pm


Softdocs R&D Overview
In the never ending pursuit to deliver more Etrieve features and at a quicker pace for our customers, this session will provide a behind the scenes look at the processes, progress, and experimentation the Softdocs' development team explored over the past year and what they learned through the process.

avatar for Mark Metze

Mark Metze

Development Manager, Softdocs

Monday March 11, 2019 3:10pm - 4:00pm


Etrieve Cloud - Understanding the Value
Providing unique security benefits, while also freeing up on-premises resources, cloud-based software deployments are proving to be a great choice for institutions of all types and sizes. This session covers the value and importance of cloud-based deployments and how to determine if they’re the best fit for your institution.

avatar for Lide Winburn

Lide Winburn

Cloud Architect, Softdocs
avatar for Andrew Daniel

Andrew Daniel

VP, Corporate Strategy, Softdocs

Monday March 11, 2019 4:10pm - 5:00pm
Tuesday, March 12


Doc e serve - Did you know it could?
Doc e Serve is a perfect complement to the extensive functionality of the Etrieve platform. This session provides an overview of Serve’s capabilities, as well as a high-level review of best practices and configuration tips for more efficient creation and distribution of content. 

avatar for Jimmie Moore

Jimmie Moore

Business Analyst, Softdocs

Tuesday March 12, 2019 9:00am - 9:50am


Add-on Capabilities
Going beyond document management, e-forms and workflows, this session looks at the additional capabilities of the Etrieve platform by exploring available plug-ins and modules. Do you know everything that Etrieve can do? 

avatar for Jimmie Moore

Jimmie Moore

Business Analyst, Softdocs
avatar for Drew McCollum

Drew McCollum

BSC, Softdocs
I, Drew McCollum am a Business Solutions Consultant for Softdocs. In this role, I am responsible for customer discovery, analysis, consulting, and administrative and End User training. Working along side Project Management and Technical Solutions Consultants, I help to ensure that... Read More →

Tuesday March 12, 2019 10:10am - 11:00am


Etrieve Content's Option Groups, Document Access Rules and more
There are some features of Etrieve Content, that once understood, will prove invaluable in improving your processes. This session reviews Etrieve Content features like Option Groups, which assist with tree structure, Document Access Rules, which grant user access based on pre-determined rules, and more!

avatar for Robert Gunning

Robert Gunning

Solutions Consultant, Softdocs
I like long walks on the beach, the scent of candles, and painting sunsets.
avatar for Lena Mason

Lena Mason

Business Solutions Consultant, Softdocs

Tuesday March 12, 2019 11:10am - 12:00pm


Etrieve Reports Overview
Offering in-depth reporting and customizable visualization of Etrieve managed data, Etrieve Reports is a self-service reporting tool that unlocks a wealth of analytical data for institutions utilizing Etrieve. This session introduces Etrieve Reports and explores what it offers to institutions like yours.

avatar for Steve Ostrovsky

Steve Ostrovsky

Technical Solutions Consultant, Softdocs

Peter Woodward

Business Solutions Consultant, Softdocs

Tuesday March 12, 2019 1:10pm - 2:00pm
Grand Ballroom A


Etrieve Connect - Ethos & Beyond
Defining how existing solutions should communicate with Etrieve, Etrieve Connect provides robust and secure integrations with ERP’s and other third-party applications. This session explores multiple use-cases for Etrieve Connect and examines how data is securely shared across applications.

avatar for David Smith

David Smith

Applications Architect, Softdocs

Tuesday March 12, 2019 2:10pm - 3:00pm