Softdocs Document Management and Process Automation Platform

Solution: Softdocs Document Management and Process Automation Platform 

Provider: Softdocs

The leading document management and process automation platform for higher education, K-12 districts, and government agencies.

EdgeMarket Contract Highlights

The EdgeMarket contract includes discounted pricing and favorable terms for our Edge members and EdgeMarket participants for the following Softdoc solutions:

Secure, Cloud-Based Document Management (Etrieve Content)

 The Softdocs Platform includes document management capabilities that support secure storage, indexing, and retrieval of digital records across your organization. This solution eliminates paper reliance and manual file handling while ensuring anytime, anywhere access.

Dynamic eForms, Workflow Automation, and eSignatures (Etrieve Forms & Flow)

The Softdocs Platform empowers organizations to digitize forms, automate approvals, and collect eSignatures with an intuitive, no-code interface. Designed for agility and compliance, it accelerates processes across departments without the need for custom development.

Custom Print Output and Document Generation (Serve)

This solution enables the design, generation, and secure delivery of personalized outputs like transcripts, tax forms, and communications. Output files are fully customizable to meet branding, layout, and regulatory requirements.

AI-Powered Document and Transcript Data Capture

Leverage advanced data extraction and classification tools to automate indexing and data entry from transcripts and structured documents. This service streamlines inbound document workflows, improving accuracy while reducing manual processing.

Guided Implementation and Onboarding Services

Softdocs offers comprehensive implementation services to ensure a smooth, tailored deployment of the platform. Our experienced team partners with you to configure, integrate, and launch your solution on time and with confidence.

Custom Development and Consulting Services

From unique form builds to specialized workflows or integration enhancements, our professional services team delivers tailored solutions that align with your operational goals. These services are ideal for addressing one-time initiatives or complex requirements.

Ongoing Managed Services and Administrative Support

Our managed services subscription provides proactive platform management, configuration assistance, and expert support beyond your internal team’s capacity. It’s ideal for organizations seeking continuous optimization and operational efficiency over time.

To Inquire

For more information, contact: edgemarket@njedge.net

Method of Procurement

Bid, Award and Contract Documents

EdgeMarket Contract Identification Number (ECIN)

The ECIN for this contract is: 269EMCPS-24-001-EM-SDOC

When you utilize this agreement:

  • Please be sure to include the ECIN all purchase orders for goods or services purchased pursuant to this contract vehicle, and ensure that the vendor include the ECIN on relevant invoices.
  • Please complete the EdgeMarket: Notice of Use of EdgeMarket Agreement form.

Vendor Contact

  • Lori Halligan | Higher Education | Senior Account Executive - Northeast US, Alaska, and Canada
  • 816.714.0889
  • lhalligan@softdocs.com