During the Spring 2022 semester, Etrieve by Softdocs will replace Hyland OnBase as Davidson's primary document management system.
Project Basics & Timeline
Davidson's primary document management system will transition from Hyland OnBase to a cloud-based solution, Etrieve by Softdocs. Training and implementation will begin in April on the following schedule:
March 16, 2022: Etrieve Basics training session.
April 4, 2022: No new documents added to OnBase after this date.
April 4 - 11, 2022: Vendor to migrate existing files from OnBase to Etrieve.
April 11 - 14, 2022: Etrieve training sessions. Sessions will primarily be department-based. To schedule a session for your department, please email firstname.lastname@example.org.
June 30, 2022: Access to retrieve files from OnBase will end.
Etrieve Basics Overview Session
Most Etrieve training will happen at the departmental level for this project. The project team hosted an initial overview that is available here: Past Session Recording [27 min - Requires Davidson Login]
Note that an additional session specific to searching for AP Payment Requests and AP Invoices was held on Tuesday, April 19th at 2 PM. Recordings of this session is available in this folder on Google Drive, or directly in Zoom.
Etrieve Connect - Payment Request Forms Overviews
If you utilized OnBase Forms in the past to submit payment requests ("Voucher Forms") to Business Services, you will now submit an AP Payment Request Form in Etrieve Central. Etrieve Central can be accessed via a web browser here (single sign-on access). There are two versions of this request form.
AP Payment Request - Short Form
Use this form if you have already entered your invoice into Banner and have a Banner Document ID (i.e. "I0" or "Eye-Zero" number).
Resource: AP Payment Request - Short Form Training Recording (Requires Davidson login)
AP Payment Request - Long Form
Use this form if you have NOT entered your invoice and Business Services will enter it on your behalf.
Resource: AP Payment Request - Long Form Training Recording (Requires Davidson login)
Resource: AP Payment Request - Long Form Step by Step Guide
Additionally, T&I conducted live sessions for both types of payment requests on Wednesday, April 6th. Links to the recordings of these Zoom sessions are available below.
AP Payment Request - Short Form (April 6, 2022) (Requires Davidson login)
AP Payment Request - Long Form (April 6, 2022) (Requires Davidson login)
If you are an academic/holistic adviser, you will be able to access documents previously available to you in OnBase in the new Etrieve system.
If you have any questions about the transition to Etrieve, please contact the project team at email@example.com or 704-894-2900.