Document Management Software Features and Benefits


 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 high volume scanning
  • Smart text extraction and evaluation of data from content

Easily create and edit content driven workflows using a drag and drop technology

  • 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

Track document versions through multiple revisions

  • 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
  • Create historical record of changes made with comments

Retrieval has never been easier with powerful context searching

  • Automatically perform the most 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

Cloud-based content driven process automation and collaboration provides secure and reliable service

  • Rid your organization of upfront costs associated with its servers
  • Easily access and update information wherever you are, rather than having to run back to the office
  • Deploy on-premises if needed for even greater flexibility—same great software

Workflow-enable your smartphones, tablets, and notebooks

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

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 encrypted communication
  • Deliver a Single Sign On experience through Active Directory/LDAP integration

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



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2,000 World-Class Organizations Trust DocStar for Document Management and Automated AP Solutions

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From Our Customers

AP software user neil

“The custom workflows are one of the best things in DocStar AP Automation—really powerful. This is pretty much the coolest system we’ve ever implemented.”

Neil Baier, VP of Finance
Crescent Crown Distributing

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