SoftDocs Software Overview

Overview

SoftDocs (Etrieve) is an enterprise document management and workflow automation system. It is primarily used for submitting, processing, and storing institutional forms and supporting documents electronically. Use cases include submitting student forms (e.g., Change of Major, Graduation Petition) and routing documents through approval workflows across departments.

All active forms available in SoftDocs can be accessed via the Form and Document Submission page on MyPima.

Documentation

Installation

• SoftDocs is a web-based platform and does not require installation on individual machines.

Troubleshooting

• Problem: A form does not load, behaves unexpectedly, or an error occurs during submission.
  • Solution:
    1. Ensure you are logged in to MyPima using your PCC credentials.
    2. Try Clearing the Browser Cache and Cookies
    3. If that does not resolve the issue:
       1. If you are a student, contact an Advisor for further assistance.
       2. If you are a staff member, submit a Report a Problem to Student Information Systems ticket.

Access Information

• Navigate to my.pima.edu and log in with your PCC credentials.
• Click on the “Forms and Document Submission” shortcut or go directly to the Form and Document Submission page.
• Select the form you wish to use. SoftDocs will launch with the selected form preloaded.

Getting Support

Vendor Support

• [External Link] SoftDocs Support Portal (SoftDocs Admins)

Internal Support

• For assistance with SoftDocs:
  • If you are a student, contact an Advisor.
  • If you are a staff member, submit a Report a Problem to Student Information Systems ticket.
• SoftDocs is managed by the ES - Applications team.