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DocStar has proven to be an invaluable tool for organizations looking to streamline their document management processes. Users have been …
Overview
What is Epicor ECM?
Epicor ECM is based on docStar, a document management software offering that was acquired by Epicor in 2017.
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What is Epicor ECM?
Epicor ECM is based on docStar, a document management software offering that was acquired by Epicor in 2017.
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Product Details
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- Competitors
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What is Epicor ECM?
Epicor ECM (formerly DocStar) is a browser-based enterprise content management and process automation platform. The vendor says the product is easy to implement and use—both in the cloud and on premises. The solution aims to empower organizations to work smarter, reduce costs, and invest in growth.
Epicor ECM Video
DocStar Enterprise Content Management
Epicor ECM Competitors
- Esker
- Highland
- LaserFische
Epicor ECM Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Frequently Asked Questions
Epicor ECM is based on docStar, a document management software offering that was acquired by Epicor in 2017.
Esker are common alternatives for Epicor ECM.
Reviewers rate Records management and Content search & retrieval highest, with a score of 10.
The most common users of Epicor ECM are from Mid-sized Companies (51-1,000 employees).
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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DocStar has proven to be an invaluable tool for organizations looking to streamline their document management processes. Users have been able to minimize physical storage spaces and costs by utilizing the software's ability to store and organize documents in a centralized location. This has made it incredibly convenient for users to access information from multiple locations, improving overall efficiency within the organization.
One major use case of DocStar is its capability to create different security levels for documents and folders. Customers have praised this feature, as it ensures data privacy and enables organizations to control who has access to sensitive information. Additionally, DocStar's customizable templates have helped users organize their documents based on their content, further enhancing efficiency and ease of retrieval.
Another significant advantage of using DocStar is the reduction in paper usage and printing costs. Users have reported that the software brings technological understanding to employees by eliminating the need for excessive paper printing and toner expenses. This not only saves money but also contributes to a more environmentally friendly approach.
The annotation feature provided by DocStar has been positively received by customers, as it allows for easy note-taking and collaboration among team members. Users have found this tool particularly helpful in maintaining accountability and fostering teamwork within the organization.
Furthermore, DocStar's scanning and storage capabilities have revolutionized document management by freeing up physical storage space while still allowing easy access to scanned documents. Users can effortlessly retrieve any document they need from the electronic filing system, making searches quick and efficient.
DocStar has proven useful across various industries, such as finance and real estate. For financial departments, this software has significantly reduced paper files and saved time spent searching for specific documents. In real estate, DocStar has become essential for storing important corporate documents like Tenant Leases, Operating Agreements, and Closing Binder documents.
Overall, DocStar offers a wide range of use cases that have positively impacted organizations' document management processes. From reducing physical storage needs and costs to enhancing productivity through paperless solutions, this software has proven to be a valuable asset for businesses in various industries.
OCR Functionality: Several users have found the OCR functionality in DocStar to be extremely helpful for their billing department. It has allowed them to easily find and access the necessary documents required for the billing process.
Security Levels: Many users appreciate the security levels offered by DocStar, which allow them to create multiple levels of access for employees. This feature helps them maintain HIPAA and WISP protocols, ensuring that sensitive information is protected.
Template Creation: The ability to create templates for each document type has made organizing files much easier for numerous users. They also appreciate that it ensures consistent formatting of document titles, resulting in better organization overall.
Slow Response Time: Several users have reported experiencing slow response times when using DocStar. They have mentioned that it takes a significant amount of time for the software to process their requests, leading to frustration and delays in their work.
Limited Customization Options: Some reviewers have expressed dissatisfaction with the limited customization options available in DocStar. They feel restricted in tailoring the software to fit their specific business needs and workflows, which can be a drawback for those looking for more flexibility.
Lack of User-Friendly Interface: A number of users have found the user interface of DocStar to be complex and not intuitive. They have mentioned difficulties in navigating through the system, locating specific features or documents, and understanding how to perform certain tasks efficiently. This lack of user-friendliness has led to a steep learning curve for some users.
Users commonly recommend the following when using the software:
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Familiarize yourself with the system: It is important to become familiar with the software before using it. Explore all the different options available and dedicate time to understanding the product. Utilize learning tools and resources for assistance.
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Thorough research and demos: Before purchasing, conduct thorough research, ask questions, and request demos. Demo every vendor's product to ensure it meets specific requirements.
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Ensure proper support and integration: Make sure the person installing the solution is capable of supporting it. Go directly to Docstar for software integration and talk to real users for references. Have a clear contract and understand all features included in the package.
By following these recommendations, users believe that the software can effectively manage a large volume of documents, save space in the office, enhance security, create efficiency in processes like accounts payable (AP), and facilitate paperless operations for HR departments.
Attribute Ratings
Reviews
(1-7 of 7)Companies can't remove reviews or game the system. Here's why
January 22, 2021
DocStar is amazing
It is used across our whole organization.
- VPN access for our field team.
- Easy to transfer invoices to different approvers.
- Adding additional documents.
- Parameters to read check numbers.
March 02, 2020
Great deal while you use it. Pricey to discontinue.
Working within the automotive industry, we create an enormous amount of paperwork. For the past six years, rather than keeping all of the required documents in physical form for seven years, we have, since 2014, scanned all documentation and stored by the client's name, the last 6 of the VIN, and by repair order number on our fixed ops side. This has enabled us to free up an enormous amount of space that would otherwise be taken by file storage, enough room for desks for two additional support staff personnel in our case. All documents are scanned front and rear and are easily accessed by anybody who needs to look something up.
- Files stored are easily accessed by all and are kept legible.
- A straightforward user interface, no real training needed.
- Cost is an issue, pricey for what it's essentially glorified cloud storage.
- No ability to lookup vehicles by stock number or phone number.
February 27, 2020
The Star of Document Management
We use DocStar across our entire organization. It allows us to minimize our physical storage space and cost for all the documentation that we are required to keep on file for many years.
It also centralizes the location of files/information. This is extremely helpful to our organization as we have locations in three states. We are able to access the information quickly and easily.
The ability to create different security levels for documents and folders is also extremely helpful.
It also centralizes the location of files/information. This is extremely helpful to our organization as we have locations in three states. We are able to access the information quickly and easily.
The ability to create different security levels for documents and folders is also extremely helpful.
- Organization.
- OCR - This is extremely helpful with our billing department. It allows them to easily find and access the documents that they need to complete the billing process.
- Security levels. This allows us to create multiple levels of access for our employees. It helps us maintain HIPAA and WISP protocols.
- Drag and drop capability does not always work.
- Workflows are difficult to create and require an additional level of understanding to implement.
February 07, 2019
Small but mighty
We use DocStar as part of our electronic filing system. It is primarily being used by our financial department. This reduces the paper files and the time it takes to look for documents. It is an easy way to look up items that have been scanned in.
- Easy to file documents
- Easy to look up items
- The design of the software appears to be dated.
- There ware several ways to look up a document, sometimes you have to double check to make sure you look up data is in the right field.
August 22, 2016
docStar Review
I was a former student assistant at the University of Washington, so I am not sure if it was used in the entire organization. However, our department used the system on a consistent basis. We used docStar to save documents and make them easier to access once they had been entered into the database. It helped us organize documents based on their content, through the templates we were able to create. It also made it easier to retrieve documents, because we could organize the title the way we wanted to by use of the templates.
- Templates - By being able to create templates for each document type, it made organizing files much easier. It also made the titles similar in format, which also allows for better organization.
- We were able to scan documents directly into docStar, which helped us eliminate extra steps. For example, if we were missing a page from a document, and we received it at a later time, we could scan just that page into docStar as opposed to scanning the entire document again.
- The functionalities are straight forward, so it is not hard to use the docStar system.
- There are constantly errors that make it difficult to understand the problems. It made our department work with the IT support desk on a consistent basis to get docStar to work.
- When creating templates, it is better to have more settings to limit the entry of the person scanning the document. For example, I had a hard time, when trying to limit people to two letters and five numbers. More functionalities on the back end would be great.
- The search functionality is sometimes not accurate. We would search for a document, and the search result would not show anything. Once we went into a specific folder, we were able to find the document.
August 19, 2016
docStar Huge Future Help With Accountability
It is being used across the whole organization as a paperless solution. The two biggest pros to this that we have found as an organization is that it is has reduced the cost of paper/printing and toner in general and it has brought our technological understanding to the rest of our employees as well. We are implementing tablets and other processes to help the solution grow more efficiently throughout our organization. The other big pro to docStar is that there is the capability of annotations of notes as we are still wanting to keep accountability to the users so they can annotate notes on things such as order acknowledgements and other documents in docStar. docStar has helped our company effectively move further technologically and productively as well as efficiently with going paperless and still keeping the productivity and accountability we are wanting.
- Annotations of any notes that we are wanting from an end user and they are saved right back to the program.
- Approval and disapproval process for any documentation needing this such as accounting documentation.
- Import and export of xml documents and emails have been helpful especially as we have a lot of mass imports and exports to our ERP system.
- The interface for the network paths and the setup of the users is simplistic. We would like to be able to integrate with a lot more than Active Directory and other programs.
August 18, 2016
Cumbersome, Time-Consuming & Not At All Intuitive
It is being used to store corporate documents such as Tenant Leases, Operating Agreements, Closing Binder documents. Although it was meant to be used company-wide, I am the only one who knows how to store documents on it because the process is cumbersome and the others in my office have decided not to pursue learning the system and instead rely solely on me to save documents to DocStar. A few other people in the office are able to retrieve documents -- the rest ask me to retrieve for them because they find the system confusing and not at all intuitive.
- I do not have any strengths to report. It is much easier to store/retrieve/email documents directly from our company's network/shared drive than to navigate the many steps of DocStar.
- The procedure to save documents is cumbersome -- too many steps.
- The naming process is not intuitive.
- Emailing large documents from DocStar can be impossible -- if a document is large, we sometimes are unable to email it from DocStar.
- Customer support has not been good. Training is confusing, and even after training sessions, we do not fully comprehend how to use the software.