Case Study: Transylvania University modernizes student services with Softdocs Etrieve

Transylvania University - Customer Case Study

Transylvania University, a private liberal arts college in Lexington, Kentucky, needed a better way to manage student records and departmental workflows. With inconsistent file naming, disconnected systems, and paper-heavy processes slowing service for students and staff, the university turned to Softdocs and its Etrieve platform for document management, electronic forms, and workflow automation.

Softdocs implemented Etrieve Content, Etrieve Forms, Etrieve Flow, and Doc e Serve across key areas including registrar, financial aid, international students, and student billing. The result was a more centralized and secure process with better collaboration, faster turnaround times, and major paper savings: a financial aid timesheet process that once took a full day now takes about an hour, and is expected to shrink to just minutes with further automation.

Transylvania University

Jason Whitaker

Director of IT, Transylvania University