Enterprise Content Management

Empower growth with the industry-leading content services platform, Epicor ECM (formerly DocStar)

The smarter way to manage information so you can focus on managing your business. With Epicor ECM you can reduce costs, save space, increase performance, and eliminate errors from manual paper processes. Eliminate paper and filing cabinets; Access critical business documents from anywhere; Empower organizational growth without increasing FTE (Full Time Equivalent).

  • Overview
  • Benefits
  • Industries
  • Process Automation
  • Connectors & Integrations
  • Epicor Intelligent Data Capture
  • Content Protection
  • Mobile Access
  • Epicor ECM Forms
  • Version Control

Enterprise Content Management is the technology used to capture, manage, store, preserve, and deliver content and documents related to organizational processes. ... ECM tools and strategies allow the management of an organization's unstructured information, wherever that information exists.

Epicor ECM (DocStar) software is a revolutionary product that’s built for the web and delivers deployment choice. Customers can install the solution on their on-premises hardware or use Epicor ECM (DocStar) SaaS or hosted service. The same software, the same user experience, the same great results.

Epicor ECM (DocStar) software supports all popular browsers and mobile devices delivering access anytime, anywhere. When deployed as a SaaS or 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 centre. There is no specialized hardware to manage and there is no up-front capital investment. Although designed using robust enterprise architecture, Epicor ECM (DocStar) software is flexible and affordable to meet the needs of a small office or enterprise environment.

  • Cloud-based, high-speed access from any device
  • Leverages smartphones and tablets
  • Quickly streamlines document processes and reduces errors
  • Elegant, intuitive design reduces the learning curve
  • Minimizes business risk associated with lost files
  • Files can be easily and securely shared with others
  • Enforces document integrity and eSignature validation

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

  • Accounts payable
  • Human resources
  • Sales Operations
  • Healthcare
  • Manufacturing
  • Distribution
  • Financial Services
  • Education

Epicor ECM uses artificial intelligence and machine learning to automatically classify documents and submit them to the right process, so teams can work smarter instead of harder.

  • Create touchless workflows for AP, AR, HR, Sales, and more
  • Eliminate manual data entry and reduce the risk of errors
  • Electronically route documents for approval
  • 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

ERP-agnostic with virtually unlimited integrations. The Epicor ECM Connector uses embedded electronic signature capability using the DocuSign eSignature API.

Common ERP integrations include:

  • Microsoft® Dynamics®
  • Sage® ERP
  • Epicor® ERP 10
  • Epicor Prophet 21®
  • SAP®
  • Oracle®
  • Esri ArcGis
  • Salesforce®

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
  • 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
  • Secure data center
  • Ensure document integrity with Validate
  • Instantly access key information via mobile phones or tablets
  • Participate in content workflows
  • Extend collaboration to users on the go
  • Search the contents of the entire repository in seconds
  • Using “Fuzzy” searches easily locate documents that sound similar

Easily create electronic input custom forms with drag and drop technology.

  • Easy to use drag and drop forms builder
  • Auto-populate data from other systems
  • Permission-based security
  • Automated e-mail alerts for forms status
  • Form Sets with guided, rapid entry in groups of related forms
  • Uncluttered views, with attachments neatly arranged in expandable ribbon bars
  • Field Validations including conditions setup
  • Embedded Forms Signatures or use DocuSign eSignature
  • 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