Uploading & Indexing in Softdocs Etrieve Content

In the Softdocs Etrieve platform, the "Content" section serves as the organization's secure, long-term digital repository. While other parts of the system handle active workflows, the Content section is where finalized records are officially filed and managed.

Accessing Content

1. Log in to ClassLink Launchpad

2. Open SoftDocs (Etrieve)

3. Click the application switcher (waffle) in the top right

4. Click etrieve Content

Uploading the Document

1. Select the Department (Area): In the left-hand navigation pane, select the appropriate Area (e.g., Admissions, Financial Aid, or Human Resources).

2. Initiate Upload:

   • Click the Paperclip Icon in the center toolbar.

   • Alternatively, you can drag and drop a file from your computer directly into the document viewer pane.

3. Choose File: Select your document from your local drive and click Open.

Indexing (Filing) the Document

1. Locate the File: Click on the Unfiled tab or folder in the left-hand tree.

2. Open Indexing Pane: With the document selected, look at the Index/Key Fields panel on the right side of the screen.

3. Enter Metadata: Fill in the required fields (marked with an asterisk *)

4. Finalize: Once you fill out all the necessary fields, it will automatically finalize and file

🆘 Need Help?

If you experience issues accessing SoftDocs or completing the Mentor Interest Form:

IT Services Help Desk
📞 814‑231‑7743
🕗 Monday–Friday, 8:00 AM–4:00 PM
🎫 Submit a ticket via the IT Services Portal