General Information about eForms (also known as SoftDocs)

Information about eForms (also known as eTrieve)

Forms for many offices on campus are now available electronically in a system called eTrieve. Some forms will be initiated by the student and some by the professor. We have created workflows 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 log in to and click on the eTrieve tile. (If you go to instead of Okta, you must click on the Okta icon and log in there first.)

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 available forms based on your email classification (i.e., faculty, staff, student). Select the form 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 you submitted it to will receive an email stating they have a document to review. They then can approve, deny, refer, or return. 

  • If they approve the form, it will be moved to the next step in the workflow, and the next person will receive a notification email. Depending on the workflow, 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 rejected.
  • If they refer to the form, it takes it out of the workflow and sends it to the person they select. The selected person will receive an email informing them they have a form to review. The form will not move on until the person it was referred to returns it to the workflow. 
  • The person who receives the form can return it to the previous step if they feel more information or something on the form needs to be corrected. 

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

Questions? Need Help?

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


Article ID: 102919
Wed 3/25/20 10:50 AM
Tue 2/14/23 11:24 AM