Resources

Your Central Hub for Document Management, Automation, and Best Practices. Gain Expert Insights and Empower Your Digital Transformation Journey.

Mastering Modern Content Management

In this webinar our industry experts delve into the transformative landscape of content management in the digital age. Discover how AI, machine learning, and smart automation are reshaping traditional practices, streamlining workflows, and enhancing productivity.

DocStar AP Automation

Discover how DocStar’s AP Automation streamlines your accounts payable processes, reducing manual tasks and minimizing errors. Watch our 3-minute explainer video to see how our innovative platform leverages AI and smart automation to accelerate your financial workflows and enhance productivity.

193% ROI: How Coast Counties streamlined its AP Processes

Watch this exclusive webinar featuring Nucleus Research and Coast Counties Peterbilt, a leading truck and trailer dealership since 1949 and discover the inside scoop on how they achieved an extraordinary 193% ROI through their partnership with DocStar.

Embracing Future of Content Management | eBook

In today’s digital landscape, organizations must adapt their content management strategies. Our eBook offers invaluable insights, expert tips, and actionable strategies to keep your content management relevant and effective.

Cloud or On-Premises? 6 Questions You Must Answer | eBook

Navigating your next technology investment? Start here. This guide dives into critical factors to consider, including infrastructure, device access, total cost of ownership, and disaster recovery. Gain clarity on your needs and make an informed decision that drives efficiency and resilience.

HR Executive Brief

Transform Your HR Department: From Cost Center to Value Center

Discover how world-class HR teams leverage document management to reclaim 60% of staff time, reduce labor costs, and achieve a 77% ROI in just 18 months.

Get insights into future-ready strategies that set top-performing HR departments apart. Download the executive brief and see how DocStar can revolutionize your HR processes.

Understanding Changes to Microsoft Dynamics GP

Explore the current state and future of Microsoft Dynamics GP with industry advocate Bob McAdam. Gain insights into GP’s latest updates, strengths, and practical strategies to navigate upcoming changes in the ERP landscape.

Key Takeaways:
🔹 Updates on the latest Dynamics GP news from Microsoft.
🔹 GP’s relevance and strengths in today’s market.
🔹 Actionable planning tips to manage disruptions effectively.

DocStar Revolutionizing How AP Automation is Done

Transform AP processes with DocStar’s automation. Streamline invoice and payment management, reduce manual tasks, minimize errors, and accelerate financial workflows.

DocStar Document Management Tour

DocStar is affordable document management software which can be installed on-premises or in the cloud. Implemented as a SaaS solution, there are no up-front capital investments. DocStar allows access from any internet-enabled device, anywhere in the world. Scalable for enterprise customers, the flexibility and affordability of DocStar  meets the needs of small businesses as well.

DocStar Solutions 2-Minute Explainer

iscover how DocStar can revolutionize your business in just 2 minutes. Our explainer video provides a concise overview of DocStar’s industry-leading content management and process automation solutions. Learn how we streamline document workflows, enhance collaboration, ensure compliance, and boost overall efficiency. Watch now to see how DocStar can transform your operations and drive business success.

DocStar—Microsoft Dynamics 365 BC Integration Deep-Dive Demo

Author

Take a Deep-Dive. See the powerful synergy between DocStar and Microsoft Dynamics 365 BC, showcasing how seamless integration enhances document management and data efficiency in your ERP system.

DocStar  AP Automation 3-Minute Explainer

Discover how DocStar’s AP Automation streamlines your accounts payable processes, reducing manual tasks and minimizing errors. Watch our 3-minute explainer video to see how our innovative platform leverages AI and smart automation to accelerate your financial workflows and enhance productivity.

DocStar AP Automation Software Tour

Get professional AP processing with automatic routing and approvals. Accounts payable automation quickly and securely captures, processes, and routes your AP invoices automatically, empowering your team to focus on higher value goals by reducing your procure-to-pay processing time with DocStar AP Automation.

DocStar Electronic Forms

With DocStar Forms, easily create custom electronic forms with drag & drop technology—no need for IT, complex coding or expensive third party resources.  Your teams can access DocStar Forms on any device and integration with your existing line of business software allows for automated notifications of workflow assignment to ensure faster, more efficient processing across every department.

Top 10 Signs You May Have a Content Management Problem

eBook by DocStar

This essential guide will walk you through the most common symptoms of content management issues and offer actionable solutions to streamline your processes, improve efficiency, and reduce costs.

Exploring the Mechanics of Modern Content Management

eBook by Dave Jones, Information Management Industry Marketing Expert and Luke Sigrist, Sr. Solution Engineer DocStar

The ultimate guide to the technologies, practices, and challenges of enterprise content management in the digital age.

Embracing the Future of Content Management

eBook by DocStar

In today’s rapidly evolving digital landscape, organizations must adapt their content management strategies to stay ahead of the curve. Our eBook provides invaluable insights, expert tips and actionable strategies to ensure your content management strategy remains relevant and effective over time.

Cloud or On-Premises? 6 Questions You Must Answer Before Selecting Your Next Business Solution

eBook by DocStar

In today’s fast-paced work environment, time and resources are tight. Choosing a new business solution, especially one with cloud or on-premises options, requires careful research. Our eBook guides you through the key questions to make the best decision for your organization.

Section 179 Tax Deduction

For Qualifying equipment and software. Now is the right time to reinvest in a software solution that can streamline your operations, help you grow your business, and save you significant money on your taxes.* Businesses can deduct the full price of qualifying equipment and/or software purchased or financed during the tax year, according to section179.org. Read section179.org for a complete list of Section 179’s requirements and limitations.

DocStar ECM

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 ECM supports all popular browsers and mobile devices delivering access anytime, anywhere.

DocStar Intelligent Data Capture

DocStar IDC (Intelligent Data Capture) eliminates labor-intensive, error-prone and time-consuming manual document processing. Easy to use and configure, DocStar IDC is integrated with DocStar ECM to simplify data capture for content management and business process automation.

DocStar ECM AP Automation

If your AP team is spending countless hours performing routine tasks associated with entering and manually processing invoices, you’re not alone. But it doesn’t have to be that way. With DocStar AP Automation, your AP team will be empowered to work smarter with real-time access to invoices—on any device and from any location around the globe. Processing is faster, approvals are faster, and payments are faster—increasing the efficiency along the entire Procure-to-Pay process.

DocStar ECM Reports

Empower your team to work smarter. With DocStar ECM reporting capabilities, employees will be provided fast insights and metrics to allow for better-informed decisions. The reports module allows for strong business intelligence and metrics to your platform that allows for insight into your business. Set the parameters and metrics that are most unique to your business to the insights you need most.

DocStar PO Acknowledgement for Prophet 21

Bring order to the chaos with the PO Acknowledgement add-on for DocStar, an Epicor solution, paired with Epicor Intelligent Data Capture (IDC). This tool captures PO Acknowledgements from fax, email, scanner, or file drop, and IDC reads and indexes key fields like PO number, vendor ID, and price. For handwritten acknowledgements, manual indexing is available. DocStar then auto-matches these fields to the Prophet 21 PO records, marking each as “Acknowledged” and storing it for easy access. Any matching exceptions are sent for manual review to complete the process.

DocStar ECM for Microsoft Dynamics 365 Business Central

How much time is spent tracking down invoices, purchase orders, and getting approvals to pay? With DocStar AP Automation for Dynamics 365 Business Central, your Accounts Payable team can quickly reduce unnecessary time and tasks associated with invoice processing. Empower your team to focus on higher-value goals by reducing the procure-to-pay processing time with AP Automation for Business Central.

DocStar ECM AP Automation for Dynamics GP

Integrated ECM allows filing and retrieval of documents right from within Microsoft Dynamics GP.

DocStar ECM AP Automation for Sage ERP

Integrated ECM allows filing and retrieval of documents right from within Sage ERP.

DocStar ECM Sales Order Automation for Dynamics GP

DocStar ECM Sales Order Automation takes the extra work and worry out of sales order entry, automating the process and eliminating manual sales-order entry errors.

DocStar ECM HR Automation

DocStar HR Automation securely scans and stores your employee files, along with critical electronic files, allowing for quick and easy document retrieval without ever leaving your desk.

DocStar ECM Forms

Goodbye paper forms. Hello smart workflow. Paper forms that are scanned or re-keyed into your database cause loss of data, efficiency, and profitability. Fillable PDFs help bridge the gap between paper and true e-forms, but without real-time workflow integration, you’re missing out on a truly paperless process.

DocStar ECM PackageWorks

DocStar ECM PackageWorks delivers streamlined, intelligent package-based workflows designed to dramatically increase productivity and ensure that document packages are consistent and complete.

DocStar ECM for Karmak Fusion

DocStar ECM is the powerful enterprise content management and process automation solution you have been looking for—tightly integrated with Karmak Fusion. DocStar ECM supports all popular browsers and mobile devices delivering for Karmak Fusion access to documents and information anytime, anywhere.

DocStar SoftCare

DocStar SoftCare is a valuable customer program to protect your investment in DocStar. Annual SoftCare software assurance and support provides easy access to product support and entitles you to the latest version of DocStar—at no additional cost—so your system will always be current.

DocStar ECM and DocStar IDC Minimum Requirements

DocStar ECM can be installed in the cloud or on-premises. The linked fact sheet details the various minimum server, workstation, browser, and mobile device hardware requirements.

Tips to Successfully Transition to Modern Content Management

Infographic by DocStar

As organizations embark on the journey of transitioning from traditional Enterprise Content Management (ECM) to Content and Process Automation (CPA), it is crucial to future-proof their content management strategies. Here are essential steps and insights to help ensure your content management strategy is and remains future-proof. 

Future-Proofing Your Content Management Strategy

Infographic by DocStar

In a rapidly evolving world, supply chains must go beyond efficiency to achieve true resilience and adaptability. This session dives into the transformative power of modern content and process automation, showcasing strategies to streamline workflows, enhance compliance, and scale operations. Discover actionable insights and the pivotal role technology plays in overcoming today’s challenges while preparing your supply chain for long-term success. Don’t miss this opportunity to future-proof your operations!

Evolution of Content Management: A Timeline

Infographic by DocStar

This timeline provides an insightful journey through the evolution of content management systems over time. This visual narrative is not just a stroll down memory lane; it’s a compelling testament to the pivotal role content management has played in shaping our digital landscape. By tracking the development of content management from its humble beginnings to its current and future states, this infographic highlights the transformative impact of technology on how we create, organize and distribute digital content.

Enterprise Content Management Buyers Guide 2022

Infographic by SoftwareReviews (Info-Tech)

Software users made their voices heard in the 2022 ECM Data Quadrant Report, where vendors were rated across vendor capabilities, product features, and customer experience. Download the infographic to learn why DocStar was named the #1 Enterprise Content Management provider.

Mastering Modern Content Management

In this webinar our industry experts delve into the transformative landscape of content management in the digital age. Discover how AI, machine learning, and smart automation are reshaping traditional practices, streamlining workflows, and enhancing productivity.

Length: 30:00

193% ROI: How Coast Counties Streamlined its AP Processes with DocStar

Features: Coast Counties Peterbilt and Nucleus Research

Watch this exclusive webinar featuring Nucleus Research and Coast Counties Peterbilt, a leading truck and trailer dealership since 1949 and discover the inside scoop on how they achieved an extraordinary 193% ROI through their partnership with DocStar.

Length: 50:00

Hiding In Plain Sight

Features: Salesforce and Epicor

In this panel, thought leaders discuss simple process changes that significantly impact business costs, employee satisfaction, and improve customer and vendor relations. 

Length: 60:00

Revolutionizing Dealership Profitability Through Smart Automation

Features: Bram Auto Group

Learn how Bram and other dealerships transformed their warranty compliance approach, saving time and boosting profits.

Length: 30:00

Navigating the Future: A Deep Dive into the State of Microsoft Dynamics GP

Features: MSDynamicsWorld, Cavallo, Endeavour Solutions, Dynamo, LLC and DocStar

Our expert panel of Microsoft Dynamics Advocates explore Microsoft’s latest guidance, the product’s current relevance and strengths, and pragmatic planning tips for GP’s foreseeable future

Length: 45:00

Introducing DocStar—Microsoft Dynamics BC Integration

Learn how you can revolutionize the way you manage your document-driven business processes with DocStar-MS Dynamics BC Integration.

Length: 45:00

Navigating Disruption: Understanding the Changes Coming to Microsoft Dynamics GP and How to Prepare

Features: Cavello and DocStar

Join MS Dynamics GP Advocate Bob McAdam to learn more about the current state of Microsoft Dynamics GP and the future role it will play in the modern ERP ecosystem.

Length: 30:00

ECM Essentials Part 1: Document Management and HR Automation

Learn how DocStar ECM Essentials bundle with HR Automation is the simple and affordable solution that can be deployed quickly for managing your documents and processes—all within a browser.

Length: 40:00

ECM Essentials Part 2: AP Automation

Learn about the latest features, best practices, and practical tips for maximizing efficiency and accuracy in your AP processes

Length: 30:00

Explore Industry-Leading DocStar Enterprise Content Management

Learn how DocStar Enterprise Content Management (ECM) software can help you and your teams make better, faster, and smarter decisions by storing your business documents electronically

Length: 30:00

Best Practices for AP Automation

Streamline your procure-to-payment process and beyond. With the help of automation, you can begin to streamline your essential business processes—most importantly, automate your accounts payable approval and sales order processes and other paperwork activities.

Length: 40:00

Best Practices for AP Automation and Beyond with Microsoft Dynamics

With the help of automation, you can begin to streamline your essential Microsoft Dynamics business processes—most importantly, automate your accounts payable approval and sales order processes and other paperwork activities.

Length: 60:00

Transforming Business Documents and Content Into Electronic Information Assets

Is your team spending way too much time mired in manual data entry tasks? Intelligent Document Processing (IDP) technology can help! Empower your team to focus on the high-level tasks at hand by eliminating hours of manual data entry

Length: 20:00

Is a Cloud Solution Right for You?

In this webinar we answer your most FAQ’s when deciding upon upgrading your on-premises solution to SaaS or when considering choosing a new ECM SaaS solution for your company.

Length: 30:00

How Paperless Workflow Simplifies Work for Your Work-From-Anywhere Teams

Learn how DocStar ECM can save you from a hair-pulling, frustrating day and simplify how you get work done. DocStar provides key functions to manage the entire lifecycle of your documents and other content in a secure central repository, including automated data entry, paperless workflow, and remote access.

Length: 30:00

Introducing New Epicor ECM (DocStar) Reports

Introducing the new Epicor ECM (DocStar) Reports, featuring new and improved standard reports plus new cloud reporting for SaaS customers!  During this presentation preview and learn more about the new product reporting features and benefits.

Length: 45:00

The ROI of Modern Content Management

This video series is packed with insights to help business leaders, IT professionals, and decision-makers with the insights needed to maximize their investments in modern content management technologies.

The Mechanics of Modern Content Management

This video series is designed to guide you through the evolving landscape of content management technologies, practices, and challenges in the digital era.

Build a World-Class Human Resources Department with Document Management Software

Executive Brief by DocStar

Many HR departments still rely on manual, paper-based processes, even though document management software projects yield a 77% ROI within 18 months. This often means HR teams spend more time on admin tasks than on attracting and hiring talent. Our Executive Brief shares research on productivity gains through HR automation and offers insights into automating recruitment and onboarding for greater efficiency.

Nucleus Research: A Business Case for DocStar

Business Case by Nucleus Research

Explore Nucleus Research’s “A Business Case for DocStar” to discover the tangible benefits and ROI organizations achieve with DocStar’s solutions.

Nucleus Research CSC Technology Value Matrix 2023

Report by Nucleus Research

Modern solutions for content services and collaboration remain a crucial element of maximizing efficiency across processes, departments, teams, and users regardless of physical location. As the prevalence of such systems grows, the CSC market continues to experience consolidation. Leaders in the space seek to redefine the standard for enterprise content management with increased investment in capabilities such as automation, collaboration, and artificial intelligence.

The Definitive Guide to Sales Order Automation

White paper by DocStar

Sales order entry is a mission-critical part of the sales transaction—setting the pace for the entire process. Sales order automation streamlines the sales order entry process by accurately capturing data, reviewing it, and entering it into your system—eliminating the need for time-consuming, labor-intensive manual sales order entry. Read this guide to learn more about sales order automation – the solutions, the benefits, and the returns on investment.

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The Future of Accounts Payable: Why Automation is No Longer Optional

Manual accounts payable (AP) processes are costly, inefficient, and risky. AP automation enhances compliance, cash flow visibility, and supplier relationships while reducing manual work and processing errors. Discover how automation can streamline workflows, cut costs, and drive financial control in a rapidly evolving business environment. Learn why now is the time to modernize AP.

IMA25 Accounting and Finance Conference

Join DocStar and Vital Records Holding at IMA 2025, the leading event for finance professionals. Visit Booth #400 in Scottsdale to see live AP automation demos, connect with experts, and discover how our solutions drive efficiency and compliance. Don’t miss exclusive insights, networking opportunities, and giveaways. Register now with code SPECIALGUEST10 for 10% off!

The Future of Accounts Payable: Why Automation is No Longer Optional

Manual accounts payable (AP) processes are costly, inefficient, and risky. AP automation enhances compliance, cash flow visibility, and supplier relationships while reducing manual work and processing errors. Discover how automation can streamline workflows, cut costs, and drive financial control in a rapidly evolving business environment. Learn why now is the time to modernize AP.

IMA25 Accounting and Finance Conference

Join DocStar and Vital Records Holding at IMA 2025, the leading event for finance professionals. Visit Booth #400 in Scottsdale to see live AP automation demos, connect with experts, and discover how our solutions drive efficiency and compliance. Don’t miss exclusive insights, networking opportunities, and giveaways. Register now with code SPECIALGUEST10 for 10% off!

The Future of Accounts Payable: Why Automation is No Longer Optional

Manual accounts payable (AP) processes are costly, inefficient, and risky. AP automation enhances compliance, cash flow visibility, and supplier relationships while reducing manual work and processing errors. Discover how automation can streamline workflows, cut costs, and drive financial control in a rapidly evolving business environment. Learn why now is the time to modernize AP.

IMA25 Accounting and Finance Conference

Join DocStar and Vital Records Holding at IMA 2025, the leading event for finance professionals. Visit Booth #400 in Scottsdale to see live AP automation demos, connect with experts, and discover how our solutions drive efficiency and compliance. Don’t miss exclusive insights, networking opportunities, and giveaways. Register now with code SPECIALGUEST10 for 10% off!

The Future of Accounts Payable: Why Automation is No Longer Optional

Manual accounts payable (AP) processes are costly, inefficient, and risky. AP automation enhances compliance, cash flow visibility, and supplier relationships while reducing manual work and processing errors. Discover how automation can streamline workflows, cut costs, and drive financial control in a rapidly evolving business environment. Learn why now is the time to modernize AP.

IMA25 Accounting and Finance Conference

Join DocStar and Vital Records Holding at IMA 2025, the leading event for finance professionals. Visit Booth #400 in Scottsdale to see live AP automation demos, connect with experts, and discover how our solutions drive efficiency and compliance. Don’t miss exclusive insights, networking opportunities, and giveaways. Register now with code SPECIALGUEST10 for 10% off!

The Future of Accounts Payable: Why Automation is No Longer Optional

Manual accounts payable (AP) processes are costly, inefficient, and risky. AP automation enhances compliance, cash flow visibility, and supplier relationships while reducing manual work and processing errors. Discover how automation can streamline workflows, cut costs, and drive financial control in a rapidly evolving business environment. Learn why now is the time to modernize AP.

IMA25 Accounting and Finance Conference

Join DocStar and Vital Records Holding at IMA 2025, the leading event for finance professionals. Visit Booth #400 in Scottsdale to see live AP automation demos, connect with experts, and discover how our solutions drive efficiency and compliance. Don’t miss exclusive insights, networking opportunities, and giveaways. Register now with code SPECIALGUEST10 for 10% off!

The Future of Accounts Payable: Why Automation is No Longer Optional

Manual accounts payable (AP) processes are costly, inefficient, and risky. AP automation enhances compliance, cash flow visibility, and supplier relationships while reducing manual work and processing errors. Discover how automation can streamline workflows, cut costs, and drive financial control in a rapidly evolving business environment. Learn why now is the time to modernize AP.

IMA25 Accounting and Finance Conference

Join DocStar and Vital Records Holding at IMA 2025, the leading event for finance professionals. Visit Booth #400 in Scottsdale to see live AP automation demos, connect with experts, and discover how our solutions drive efficiency and compliance. Don’t miss exclusive insights, networking opportunities, and giveaways. Register now with code SPECIALGUEST10 for 10% off!

The Future of Accounts Payable: Why Automation is No Longer Optional

Manual accounts payable (AP) processes are costly, inefficient, and risky. AP automation enhances compliance, cash flow visibility, and supplier relationships while reducing manual work and processing errors. Discover how automation can streamline workflows, cut costs, and drive financial control in a rapidly evolving business environment. Learn why now is the time to modernize AP.

IMA25 Accounting and Finance Conference

Join DocStar and Vital Records Holding at IMA 2025, the leading event for finance professionals. Visit Booth #400 in Scottsdale to see live AP automation demos, connect with experts, and discover how our solutions drive efficiency and compliance. Don’t miss exclusive insights, networking opportunities, and giveaways. Register now with code SPECIALGUEST10 for 10% off!

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What Types of Content Are You Most Interested In?