Bridge 2019: Full Schedule

11:00am EDT

Etrieve 101 - Back to Basics

Geared for those with limited knowledge of Etrieve, this session serves as a crash course to review everything that can be accomplished with our next-generation ECM platform. Get a behind-the-scenes look at the software to understand how all the components work together to help institutions go paperless.

Speakers

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 →

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

Etrieve 101

1:00pm EDT

An Introduction to Etrieve Content

Familiarize yourself with Etrieve’s document management capabilities, in this introductory session to Etrieve Content. Topics to be discussed include: visual filing structure, intelligent indexing and powerful search options.

Speakers

Steve Ostrovsky

Technical Solutions Consultant, Softdocs

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

Etrieve 101

2:00pm EDT

An Introduction to Etrieve Forms

Learn all about Softdocs’ electronic forms solution, Etrieve Forms. Covering everything from leveraging pre-built forms to designing custom ones, even including pre-population of forms with ERP data, this session provides a great introduction to the ins-and-outs of Etrieve Forms.

Speakers

Matt Ligon

Softdocs

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

Etrieve 101

3:10pm EDT

An Introduction to Etrieve Flow

Join us for an introductory session all about Etrieve Flow, our easy-to-use workflow designer. A Softdocs’ system expert will walk through how you can automate simple and complex business processes, increasing workflow visibility while reducing workflow bottlenecks.

Speakers

Robert Gunning

Manager of Professional Services, Softdocs

I've been with Softdocs since 2005 and always dedicated to the success of our clients. I like long walks on the beach, the scent of candles, and painting sunsets.

Drew McCollum

BSC, Softdocs

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

Etrieve 101

4:10pm EDT

Etrieve Security 101

See how Etrieve keeps your data safe from prying eyes and scheming cybercriminals. This session reviews the security considerations which factored into Etrieve’s design and structure, as well as centralized authentication and other cybersecurity advantages of Etrieve.

Speakers

William Scalf

Softdocs

Dale Fowler

Business Solutions Consultant, Softdocs

Etrieve Content, Central, SecurityHiking, Canoeing, sports or anything else that is important to you.

Monday March 11, 2019 4:10pm - 5:00pm EDT
Hoover

Etrieve 101

9:00am EDT

10 Things You Didn't Know

This session is all about uncovering new and possibly surprising ways to view or utilize Etrieve Content, Etrieve Forms and Etrieve Flow. Gain new insights about Etrieve that are sure to help you revitalize your institution’s implementation of Content, Forms or Flow.

Speakers

Drew McCollum

BSC, Softdocs

Peter Woodward

Business Solutions Consultant, Softdocs

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

Etrieve 101

10:10am EDT

Etrieve Forms Builder Overview

Explore the ins-and-out of Form Builder as a Softdocs’ system expert walks you through how to create, modify and deploy dynamic HTML forms that are mobile-ready. This session reveals how to utilize Forms Builder fully, with no coding required.

Speakers

Matt Ligon

Softdocs

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

Etrieve 101

11:10am EDT

Introducing Softdocs Certification

This session officially kicks-off the Softdocs Advanced Training and Certification program. Learn about the curriculum and requirements for becoming a Softdocs Certified workflow engineer, system administrator or project professional.

Speakers

Drew McCollum

BSC, Softdocs

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

Etrieve 101

2:10pm EDT

From Migration to Successful Expansion – A Pepperdine University Case Study

From vendor analysis to transition from Nolij, hear firsthand how Pepperdine navigated through a successful migration process and is now expanding its application. After selecting Etrieve as their new ECM solution, Pepperdine completed an extensive initial migration lead by the Softdocs team. Overcoming a few challenges and successfully creating department/user buy-in, they have since completed multiple migrations, lead primarily by the Pepperdine team. Their next project? Employee Onboarding. Hear about this true Etrieve success story that is just getting started!

Speakers

Dan Stitely

Technical Solutions Consultant, Softdocs

Reyn Oyadomori

Pepperdine University

Billy Smith

Director, Head of Client Success, Softdocs

Softdocs is the number 1 electronic document management and process automation partner of NCCCS institutions, helping 32 system schools get beyond the hassles and inefficiencies of paper-based processes. As the leader of Client Success at Softdocs, I'd be happy to speak with you about... Read More →

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

Etrieve 101