Etrieve / Softdocs / Inflow

Overview/Introduction

Etrieve by Softdocs is a content management and workflow automation solution designed to help organizations manage documents, automate processes, and improve efficiency.  Ursinus has several processes that utilize the Etrieve workflow for content and approvals - including New and Remove Employee request and Contract Routing Approval. 

Details

Login to your inbox by visiting - https://inflow.ursinus.edu or clicking the tile on your Okta dashboard.

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After logging in, you can select any of the options available:

  • Inbox - contains any forms that are waiting for your action or approval (the red number indicates how many forms are waiting for your action).
  • Activity - contains any form you have created or acted on in the past (the Activity window contains a search feature which can be helpful for active Etrieve users).
  • Forms - contains the array of forms available (these forms are restricted by job type.  If you believe you should see a form that's not there, please have your supervisor contact IT and request access).
  • Drafts - contains started, but not submitted forms (click EDIT at the top to delete unneeded forms).
  • Reports - only available for administrative users.

 

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FAQs

Commonly referred to as "Etrieve", "Softdocs" and "Inflow" interchangeably.

Actions in the workflows are referred to as "Packages".  System email notifications may refer to a "Package" being overdue or waiting for your approval.  That means there is an action you need to take before the workflow can continue.

See Also