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Etrieve 101 [clear filter]
Monday, March 11
 

11:00am

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
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 →


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

1:00pm

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
avatar for Steve Ostrovsky

Steve Ostrovsky

Technical Solutions Consultant, Softdocs


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

2:00pm

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
avatar for Matt Ligon

Matt Ligon

Softdocs


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

3:10pm

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
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 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 →


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

4:10pm

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
avatar for William Scalf

William Scalf

Softdocs
avatar for Dale Fowler

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
Hoover
 
Tuesday, March 12
 

9:00am

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
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 →
PW

Peter Woodward

Business Solutions Consultant, Softdocs


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

10:10am

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
avatar for Matt Ligon

Matt Ligon

Softdocs


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

11:10am

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
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 11:10am - 12:00pm
Hoover

2:10pm

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
avatar for Dan Stitely

Dan Stitely

Technical Solutions Consultant, Softdocs
avatar for Reyn Oyadomori

Reyn Oyadomori

Pepperdine University
avatar for Billy Smith

Billy Smith

Softdocs


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