DocStar ECM: Enterprise Content Management Simplified

Flexible, secure document management for every industry.

Epicor ECM with computer tablet and phone

Benefits

  • Cloud-based, high speed access from any device
  • Leverage smart phones and tablets
  • Quickly streamlines document processes and reduces errors
  • Elegant, intuitive design reduces learning curve
  • Minimize business risk associated with lost files
  • Files can be easily and securely shared with others

Cloud and On-Premises Enterprise Content Management

DocStar (ECM) is a revolutionary product that’s built for the Web and delivers deployment choice. Customers can install the solution on their hardware or use DocStar AWS hosted service. The same software, the same user experience, the same great results. DocStar supports all popular browsers and mobile devices delivering access anytime, anywhere.

When deployed as a hosted service, customers can enjoy the benefits of very low overhead and minimal startup investment, easy access via a Web browser and the security of a redundant, disaster-proof data center. There is no specialized hardware to manage and there is no up-front capital investment. Although designed using robust enterprise architecture, DocStar is flexible and affordable to meet the needs of a small office or enterprise environments.

Cloud

Deploy in the cloud or on-premises with the same powerful features, business continuity, and fast ROI.

Deployment Options

Cloud or on-premises/private cloud—any way you slice it—the same software, the same user experience, the same great results.

Business Continuity

Safeguard your data with secure, redundant backups so you can be ready for anything.

Ease of use = Speed to ROI

Built for speed and usability, DocStar (ECM) provides an exceptional user experience—often with little to no training required.

Mobile Access
  • Instantly access key information
  • Participate in content workflows
  • Extend collaboration to users on the go

Process Improvement

Streamline operations with intelligent workflows, automated data capture, electronic forms, and advanced search.

Workflow

Easily create and edit content driven workflows using an intuitive graphical canvas.

  • Create custom rules to process and route content for approval
  • Distribute items automatically based on business conditions
  • Receive real-time notification of workflow alerts and information
  • Monitor progress through the workflow dashboard
  • Complement existing business applications and technologies
Intelligent Data Capture (IDC)

Capture documents from virtually any input device in any location.

  • Centralized storage accessible from widely distributed locations
  • Easily import/save documents from applications and file systems
  • Automated indexing—advanced OCR, barcodes, Regex pattern matching, formatting
  • Embedded browser-based scanning
  • Smart text extraction and evaluation of data from content
DocStar (ECM) Connector for DocuSign® eSignature

The DocStar Connector uses embedded electronic signature capability using the DocuSign eSignature API. Access DocuSign from within DocStar ad hoc actions and workflow tasks to complete approvals in minutes—not days —by securely accessing and signing documents from virtually anywhere in the world. External, non-ECM users can also be engaged by DocuSign into a signing ceremony.

DocStar Electronic Forms

Easily create custom forms with drag and drop technology.

  • Easy to us drag and drop forms builder
  • Auto-populate data from other systems
  • Permission-based security
  • Automated e-mail alerts for forms status
Search and Retrieve

Retrieval has never been easier with powerful context searching.

  • Automatically perform commonly used searches (text, field, annotation and name) from a Google-style toolbar
  • Use simplified auto-complete or structured boolean search
  • Search the contents of the entire repository in seconds
  • Using “Fuzzy” searches easily locate documents that sound similar
Document Retention

Easily apply and automatically enforce document retention policies.

  • Set document disposition to auto-destroy or place in review folder
  • Easily and instantly apply document freezes when necessary
  • Save time while easily complying with legal or organizational retention requirements
DocStar ECM PackageWorks

Today’s organizations create document packages every day—packages such as:

  • Onboarding packages for new employees in HR
  • Student records in educational institutions
  • Closing documents for real estate transactions
  • Document packages required for legal or accounting clients

These packages need to be complete, accurate, and delivered on time.

DocStar (ECM) PackageWorks delivers streamlined, intelligent, electronic package-based workflows to improve collaboration and ensure consistent, complete document packages.

Content Protection

Protect sensitive information with enterprise-grade security, detailed audit trails, and proven compliance tools.

Security

Granular permission settings in documents, inboxes, folders, workflows, and retention policies meet or exceed compliance requirements.

  • Grant access to documents based on user permissions
  • Organize all enterprise information in a secure, central repository
  • Utilize audit trails to meet compliance requirements
  • Protect your data with secure encryption
  • Experience single sign on through active directory/LDAP integration
Audit trail

With Audit Trail, you’ll be able to instantly know every time someone has viewed or changed any document. You’ll know who performed the action, when it was done and what was done—instantaneously—reducing your exposure to risk and giving your business or organization the tools to operate more efficiently and profitably.

Data Center

DocStar uses a secure, state-of-the-art Data Center with Amazon Web Services (AWS) that utilizes best practices for backup, maintenance and upgrades to ensure maximum performance and availability of your business-critical documents.

DocStar Validate

A unique feature in the core DocStar product, ValiDate verifies document integrity for all new documents added to the repository. When a document is added, an encrypted hashcode is generated, like a “digital fingerprint” stamped with the contents and date and time of entry into the system. ValiDate helps ensure documents are tamper-proof and valid by evaluating and displaying a green or red stamp each time the document is viewed.

Collaboration

Work smarter with built-in collaboration features like email sharing, version control, and integrated workflows.

Email

Files can be easily and securely shared with others.

Verison Control
  • Track document versions through multiple revisions
  • Check-in and check-out
  • Work collaboratively with multiple editors
  • Audit trail for all revisions—editors, order of changes and record of saved versions
  • Assign user access and document “states” for secure editing
  • Store unlimited number of revisions
  • Latest version clearly identifiable
  • Historical record of changes made with comments
Data Center

DocStar uses a secure, state-of-the-art Data Center with Amazon Web Services (AWS) that utilizes best practices for backup, maintenance and upgrades to ensure maximum performance and availability of your business-critical documents.

DocStar Validate

A unique feature in the core DocStar product, ValiDate verifies document integrity for all new documents added to the repository. When a document is added, an encrypted hashcode is generated, like a “digital fingerprint” stamped with the contents and date and time of entry into the system. ValiDate helps ensure documents are tamper-proof and valid by evaluating and displaying a green or red stamp each time the document is viewed.

Connectors and Integrations

Seamlessly integrate DocStar ECM with your ERP, CRM, and core business systems to unify operations.

Integrations
  • Epicor® ERP 10
  • Epicor® Kinetic
  • Epicor® Prophet 21
  • Epicor® Quick Ship
  • Epicor® Vision®
  • Dassault Systèmes DELMIAWorks®
    (formerly IQMS™)
  • Infor® SyteLine®
  • Karmak Fusion™
  • Microsoft® Dynamics® GP
  • Microsoft® Dynamics® BC
  • Microsoft® Dynamics® 365
  • Microsoft Office®
  • Netsuite®
  • Oracle®
  • Sage® 100 and 300
  • Sage® Intacct
  • Salesforce®
  • SAP®
  • UKG® Pro™ (formerly UltiPro)
  • Solution Options
Purchase Order Acknowledgements Module

Use this deeply integrated, packaged workflow to mark PO records as “Acknowledged” in your ERP system based on incoming responses from your vendors. Available for selected ERP systems.

AP Automation Module
Use this deeply integrated, packaged workflow to automate processes and approvals for incoming accounts payable invoices into your ERP system from any source. Available for selected ERP systems.
Sales Order Automation (SOA) Module

Use this deeply integrated, packaged workflow to automate processes and approvals for incoming purchase orders—from any source— into sales orders in your ERP system. Available for selected ERP systems.

DocStar ECM Mobile App

Stay connected anywhere with mobile capture, search, retrieval, and workflow approvals on the go.

Overview

Available for iOS™ and Android™, the DocStar Mobile App provides many features that approach the functionality of the full desktop browser client. Mobile App features for users on-the-go keep workflows and approvals moving forward for continuous business operations.

Capture

Snap a photo of a document or image with your mobile device or import from your photo library or file folder. It’s a convenient way to load documents into DocStar.

Search any metadata content field or content type or set up complex search fields such as “Title Contains AP” AND “Created Before 8/25/2024.” Save your searches for next time.

Retrieve

Add unlimited field columns to your retrieved lists of documents. The grid scrolls horizontally too and adapts to any size device, landscape or portrait. Select one or more documents for such actions as View, Email, Request Approval, Workflow Actions, and more.

View

View the document on the same screen as its menus for Approvals, Content Fields, History, and Workflow. Pinch zoom in and out and rotate the document. Assign a content type to the document and fill in the appropriate metadata content fields for that document. Assign a workflow and approve.

Workflow

Filter the list of workflow documents by workflow type or workflow queue. Perform workflow actions such as Assign Workflow, Restart Workflow, Terminate Workflow, and more.

Solution Languages

Support global teams with DocStar available in multiple languages, including English, French, Spanish, and more.

Languages

DocStar software is available in U.S. English, Canadian French, Simplified Chinese, Spanish for Latin American and Caribbean (LAC) countries, Finnish (Suomi), Swedish (Svenska), Vietnamese, and Dutch (Netherlands). Language is a user preference, so that each user can choose their preferred language from a drop-down menu on their main ECM screen.

Industries

Deliver measurable ROI across industries from manufacturing and healthcare to financial services and government.

Industries

DocStar (ECM) provides a high return on investment across every industry and every department. Use cases include but are not limited to:

  • Accounts payable
  • Human resources
  • Healthcare
  • Manufacturing
  • Distribution
  • Financial Services
  • Education
  • Government

Support Community

Get answers fast with DocStar’s support portal, customer training, and responsive technical assistance.

Support
  • Customer support team call, portal, chat, help knowledgebase, training
  • Customer betterizers, customer satisfaction, training webinars, in-solution and training tips
  • Professional services
  • Softcare, DocStar (ECM) maintenance support