General Information about eForms (also known as SoftDocs)

Information about eForms (also known as SoftDocs)

The forms that are now electronic were created from the paper forms that were used in the Registrar's Office. Some forms will be initiated by the student and some by the professor. We have created work flows to send the document through the departments/people that need to approve or deny them. Once a form has been submitted, there is no way to delete it without contacting ITS. 

To submit a form, users should go to and log in with their Anderson email information. Simply click the Google icon in the center of the page and it will ask you which account you want to use to log in with. 

Once you are logged in, there are several options:

To begin a new form, select Forms on the left hand side. This will pull up a list of the forms that are available to you based on your email classification (i.e. faculty, staff, student). Select the form that you want to complete and fill out any information that is not pre-populated. Once you have completed the form, select Submit at the bottom of the page. Depending on the form, you may have options for who to submit the form to, (i.e. you may need to select your advisor or financial aid representative).

Once you have submitted the form, the person that you submitted the form to will receive an e mail that they have a document to review. They then have the option to approve, deny, refer, or return. 

  • If they approve the form, it will be moved to the next step in the work flow and the next person will receive a notification email. Depending on the work flow, there could be another step, or it could be the last step. If it is the last step, the person that initiated the form will receive an email update.
  • If they deny the form, it will be routed back to the person that initiated it letting them know that the form was denied.
  • If they refer the form, it takes it out of the work flow and sends it to the person they select. The person selected will receive an e mail letting them know that they have a form to review. The form will not move on until the person it was referred to returns it to the work flow. 
  • The person that receives the form has the option to return it to the previous step, if they feel like more information is needed or something on the form needs to be corrected. 

Once the form has moved through the entire work flow, it will be filed in the student's drawer in another section of SoftDocs. 

Questions? Need Help?

If you have questions or need some help, please let ITS know by submitting a Raven Solutions request.


Article ID: 102919
Wed 3/25/20 10:50 AM
Fri 3/27/20 3:30 PM