Seattle University is taking a holistic approach to modernize forms, workflow, and content management by:
|
|
DocuSign |
Softdocs |
MS Forms |
|
Use Case |
Contracts and agreements requiring validated signatures |
Official university forms for business processes that involves requests, acknowledgement, and approval. |
Lightweight self-service tool to create surveys, quizzes, and polls, and easily see results as they come in. |
|
Level of set up needed |
Medium |
High |
Low |
|
Integrated with Colleague |
No |
Yes |
No |
|
Target Audience |
SU signatories and non-SU Account Holders (Parents, vendors, etc.) |
Student, Faculty, Staff |
Students, Faculty, Staff, and non SU members for public facing forms |
|
Workflow |
Yes |
Yes |
Limited with plug ins |
|
How do I set up a form |
ITS Project Request |
ITS Project Request |
Sign into Office 365-Forms (hyperlink) |
|
Where can I learn more? |
There are two key parts of the Softdocs project that focus on implementing different solutions the platform offers: Content and Forms. Softdocs Content is a document repository system. Softdocs Forms builds off the structure of Content to move our paper forms online and automating the backend processing.
We are in the midst of a multiyear project to implement this across the university. The long-term goal is for Seattle U offices to utilize Softdocs with ITS acting in an advisory role, providing support when needed to build especially complicated processes.
The Softdocs Content system is now live! This was a major software implementation that required months of collaboration between ITS, Office of the Registrar, and Student Financial Services.
Some of the highlights of this project were:
The Softdocs Forms project kicked off November 2020. This will be implemented in phases across campus starting with the Office of the Registrar and Student Financial Services with a focus on student-facing forms.
The overall goal is to improve the student experience with forms. We will accomplish this by:
- Since obtaining DocuSign in Spring 2020, ITS has worked with multiple offices to implement this solution for specific use cases. Campus partners include the Office of the Provost, Legal Counsel, Facilities, Education Abroad, and the Office of Sponsored Projects.
- Student Financial Services partnered with ITS to deploy 5 key forms using DocuSign, including the FAFSA Dependent Student Verification Form which requires student and parent signatures.
- ITS implemented DocuSign’s eNotary service for the Office of the CFO.
- ITS is working with the School of Theology and Ministry’s Family and Couples Therapy program to enable students to verify clinic hour and supervisory hour reports via DocuSign.
