Softdocs Etrieve Content (Document Repository) Frequently Asked Questions (FAQ)

This article will answer frequently asked questions about Etrieve Content, including how to log in, who has access, how to search, share, and add supporting documents at Chico State.

Quick Links: | About Etrieve Content | Logging into Etrieve Content | Access to Etrieve Content | Searching for Documents | Navigating the Tree | Sharing Documents | Adding Supporting Documents |

About Etrieve Content

Etrieve Content (by Softdocs) is Chico State’s secure document repository where departments can store, view, and manage completed records such as HR forms, financial documents, and student files.

Etrieve Content works closely with Etrieve Central — but they serve different purposes:

• Etrieve Central is used to fill out and submit electronic forms and to manage approval workflows.
• Etrieve Content is used to store finalized, approved documents for long-term recordkeeping.

In short, Central handles active processes, while Content stores the final results.

Logging into Etrieve Content

1. Go to the Softdocs Login Page.
2. Sign in with your Chico State credentials.

Access to Etrieve Content

Access to Etrieve Content is granted to: 

• Chico State employees
• Active students
• Auxiliary employees

You will only see documents owned by your department or shared with you through My Documents.

Searching for Documents

1. Open the navigation panel on the far-left side of the Etrieve page.
2. Expand the sidebar if it is collapsed.
3. Use the Tree search fields to find documents by keyword or document type.

Additional details can be found in the Navigation Panel section of the Etrieve Content User Guide - 2024.

Navigating the Tree

The Tree organizes documents into up to five collapsible areas, allowing users to refine searches by document type or department.

 

For more details, visit the Tree section of the Etrieve Content User Guide - 2024.

Sharing Documents

You can share documents directly from Etrieve using the Document Viewer.

1. Open the document you want to share.
2. Click the Share icon.
3. Choose to share via Email or Direct Link.
   
    

Learn more in the Toolbar section of the Etrieve Content User Guide - 2024.

Note about access: Only users with sharing permissions can access this feature. If you need to share documents but lack permission, contact your supervisor.

Adding Supporting Documents

Refer to the Attach, Add Pages, and Scan section of the Etrieve Content User Guide - 2024 for detailed instructions on uploading or scanning supporting documents.

 Still need help? Contact IT Support Services for further assistance.
  
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