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Softdocs Etrieve

Online Forms and eSignatures

Etrieve is the UofM's solution for electronic forms and digital signatures. It allows users to:

• Access a centralized library of forms
• Send, sign, and stay up to date on form progress
• Create no-code forms and workflows
• Automatically route and store completed forms

All faculty, staff, and students can submit and sign documents. To create or manage forms, you must .

How to Use Etrieve

For General Users

User Guide

For Developers

Developer Overview

Developer Guides

Classic Form Builder

No-Code Form Builder

Upload Fillable PDF

Build Workflows

Customize Email Templates

Monitor Workflows

 

Additional Support

For help, contact umTech:

• Call the Service Desk at 901.678.8888