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Find expert insights, customer success stories, and quick demos to help your organization streamline processes and accelerate digital transformation.

ExplainerAP Automation Demo — Revolutionizing Accounts Payable

See how DocStar AP Automation reduces errors, speeds invoice approvals, and streamlines payments.

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Product Tour DocStar Document Management

Tour DocStar’s document management solution to see how teams securely organize, access, and share files from anywhere.

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ExplainerDocStar in 2 Minutes: Quick Solutions Overview

Get a quick overview of how DocStar simplifies workflows, boosts collaboration, and improves efficiency.

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Demo Spotlight Demo: Document Management — Never Lose a Document Again

Learn how DocStar eliminates folder chaos and keeps documents searchable, secure, and under control.

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DemoSpotlight Demo: AP Automation — From Invoice to Approval

See AP Automation in action: capture invoices, streamline routing, and reduce processing time.

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DemoSpotlight Demo: HR Automation — Turn HR Paperwork into Workflows

Discover how HR Automation speeds onboarding, tracks compliance, and secures employee records.

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DemoSpotlight Demo: Contract Management — Avoid Missed Renewals

Track contracts, automate renewals, and improve visibility to reduce compliance risk.

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ExplainerDocStar Electronic Forms

Learn how drag-and-drop eForms reduce paper use, streamline data capture, and automate workflows.

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DemoDocStar–Microsoft Dynamics 365 BC Integration Demo

See how DocStar integrates with Dynamics 365 BC for seamless invoice capture, approvals, and posting.

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DemoDocStar–Microsoft Dynamics GP Integration Demo

Discover how DocStar connects with Microsoft Dynamics GP to automate invoices, approvals, and payments for faster, more accurate AP processing.

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ExplainerAP Automation in 3 Minutes: Quick Explainer

A short explainer video on how DocStar reduces manual AP tasks, cuts errors, and accelerates processing.

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eBook Deploying Modern Content Management: Finding the Approach That Works for You

Discover proven strategies to deploy ECM without costly missteps. This guide compares on-premises, vendor-led, and partner-supported models, helping you select the right approach for long-term scalability and efficiency.

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eBook Back to Basics: Addressing Long-Standing Operational Challenges with Modern Content Management

Learn how to replace outdated processes with automation and intelligent workflows. This guide shows how organizations reduce inefficiencies, ensure compliance, and prepare for future growth.

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eBook Top 10 Signs You May Have a Content Management Problem

Identify & Solve Content Management Issues Before They Escalate
Explore the most common signs of failing content systems—such as rising costs, compliance risks, and workflow delays—and discover practical solutions to fix them.

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eBook Exploring the Mechanics of Modern Content Management

A Practical Guide to ECM in the Digital Age
Uncover the latest practices and technologies shaping content management today. This guide highlights AI, automation, and compliance-driven processes that maximize efficiency.

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eBook Embracing the Future of Content Management

Strategies to Stay Ahead in the Digital Era
See how leading organizations adopt cloud-first, automation-driven ECM strategies to ensure their systems remain effective and future-ready.

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INFOGRAPHICFuture-Proofing Your Content Management Strategy

Build a Long-Term, Scalable ECM Roadmap
Learn how to align your ECM strategy with automation, compliance, and cloud capabilities to stay competitive and adaptable over time.

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INFOGRAPHICEvolution of Content Management: A Timeline

The Journey from Paper to Digital Transformation
Trace the evolution of ECM and discover how technology, automation, and AI have reshaped the way organizations manage information.

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

The Essential Guide to Evaluating ECM Deployment Options
Explore the pros and cons of cloud vs. on-premises ECM solutions. This guide helps you make an informed decision that balances compliance, cost, and scalability.

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PlatformDocStar ECM

Centralize documents, streamline search and access, and control permissions across teams. Integrates with leading business systems to improve visibility, compliance, and productivity.

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ProductDocStar Intelligent Data Capture

Automatically extract, validate, and route data from incoming documents. Reduce manual entry and errors while accelerating downstream processes in DocStar ECM.

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ProductDocStar ECM AP Automation

Capture invoices, route approvals, and manage exceptions with visibility into every step. Speed cycle times, improve accuracy, and support strong financial controls.

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Product DocStar ECM Reports

Monitor workflow performance and compliance with prebuilt and ad-hoc reports. Track KPIs, identify bottlenecks, and share insights that drive continuous improvement.

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IntegrationDocStar PO Acknowledgment for Prophet 21

Automate supplier PO acknowledgements in Epicor Prophet 21. Capture responses, update order status, and route exceptions for faster resolution and fewer manual follow-ups.

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IntegrationDocStar ECM for Microsoft Dynamics 365 Business Central

Link documents to BC transactions and automate invoice processing, approvals, and vendor records. Reduce processing time and improve audit readiness.

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IntegrationDocStar ECM AP Automation for Dynamics GP

Integrate AP automation with Microsoft Dynamics GP to capture invoices, match POs, route approvals, and post results back to GP.

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IntegrationDocStar ECM AP Automation for Sage ERP

Extend Sage with invoice capture, coding, and approval workflows. Improve visibility and reduce manual handling from receipt to posting.

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IntegrationDocStar ECM Sales Order Automation for Dynamics GP

Digitize and validate sales orders, reduce manual entry, and sync documents with GP transactions for faster, more accurate order processing.

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ProductDocStar ECM HR Automation

Standardize onboarding and employee file management with secure, searchable records. Automate approvals and stay audit-ready with consistent retention and access controls.

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ProductDocStar ECM Forms

Replace paper with smart, web-based forms connected to DocStar workflows. Capture clean data, trigger reviews, and track submissions end-to-end.

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ProductDocStar ECM PackageWorks

Build repeatable, package-based workflows to enforce process consistency. Increase throughput while keeping document sets complete and organized.

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IntegrationDocStar ECM eSignature

Embed legally compliant e-signatures within DocStar workflows. Send, track, and store signed documents automatically—no manual upload or filing.

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IntegrationDocStar ECM for Karmak Fusion

Connect DocStar ECM with Karmak Fusion to manage repair orders, documents, and approvals. Improve access and control across the service lifecycle.

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Fact SheetDocStar SoftCare

Software assurance and support that keeps your system current. Access updates and expert assistance to maximize uptime and value.

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PlatformDocStar ECM and DocStar IDC Minimum Requirements

Review supported environments and minimum hardware/software specs for DocStar ECM and Intelligent Data Capture—cloud or on-premises.

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ComplianceDocStar ECM Customer Agreements

Access current customer agreements and related legal documents for DocStar ECM.

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VIDEO SERIES The ROI of Modern Content Management

This 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.

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VIDEO SERIESThe 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.

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Webinar ReplayMastering 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.

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CUSTOMER WEBINAR193% ROI: How Coast Counties Streamlined its AP Processes with DocStar

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. 

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WEBINAR REPLAY Future-Proofing Your Supply Chain with Content and Process Automation

Discover how content and process automation boosts supply chain efficiency, ensures compliance, and enhances scalability for resilient, future-ready operations.

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DEMODynamics 365 BC Deep Dive

Full walkthrough of DocStar + Microsoft Dynamics 365 Business Central—invoice capture, 2/3-way match, exception handling, approvals, posting to BC, and audit-ready records.

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ANALYST REPORT DocStar Named Leader in 2024 Enterprise Content Management Award

by Into-Tech SoftwareReviews

DocStar was named a 2024 leader in Enterprise Content Management by Info-Tech SoftwareReviews. With top rankings in user satisfaction, innovation, and functionality, DocStar delivers automation solutions that streamline workflows, boost efficiency, and drive measurable results.

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RESEARCH NOTENucleus Research: A Business Case for DocStar

by Nucleus Research

Explore Nucleus Research’s Business Case for DocStar to see how organizations achieve measurable ROI, reduce costs, and gain efficiency with DocStar’s solutions.

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INFOGRAPHICEnterprise Content Management Buyers Guide 2022 Infographic

by Into-Tech SoftwareReviews

See why Epicor DocStar was named the #1 Enterprise Content Management provider in the 2022 Info-Tech Quadrant Report. Download the infographic to compare vendor capabilities, product features, and customer experience.

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ANALYST REPORTNucleus Research CSC Technology Value Matrix 2023

by Nucleus Research

The 2023 Nucleus Research CSC Technology Value Matrix highlights how automation, AI, and collaboration are reshaping enterprise content management. See how leading vendors are redefining efficiency, driving consolidation, and setting new standards for content services and collaboration.

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GUIDEThe Definitive Guide to Sales Order Automation

by DocStar

Sales order entry is mission-critical—but manual processes slow everything down. This guide shows how sales order automation accelerates order capture, reduces errors, and eliminates repetitive tasks. Learn the solutions, benefits, and ROI behind transforming sales order entry with DocStar.

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EXECUTIVE BRIEFBuild a World-Class Human Resources Department with Document Management

by DocStar

HR teams can’t afford to waste talent on outdated, paper-heavy processes. This guide shows how leading organizations use document management to automate HR workflows, improve efficiency, and empower staff to focus on strategic priorities.

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Looking for Expert Insights?

Explore the DocStar Blog for thought-leadership articles on automation, AI, and digital transformation designed to help your organization work smarter and stay ahead.

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