Softdocs Etrieve suite of products is UofM’s electronic forms, workflow and signature solution. With Etrieve Forms, users can take paper-based forms and build sophisticated, interactive electronic forms that are easily completed online. Route your electronic forms through a pre-determined, automated workflow with Etrieve Flow, and users can review, approve, deny, comment or re-route forms based on need. Softdocs Etrieve is a cloud-based application that allows users to send and sign securely and automate both basic and complex routing workflows.

All faculty, staff and students have the ability to sign documents, but in order to create documents to be signed you must submit a service desk request to be granted permission needed to become a developer using this form.

If you have specific questions, contact umTech via the Service Desk at 901.678.8888 or please submit an online service request.

Softdocs for General Users

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Etrieve User Guide

Softdocs for Developers

(Developers must first request access using this form.)

Etrieve Guidelines for Developers
Forms Builder Guide
Workflow Builder Guide