DocStar ECM

Document Management and AP Automation for Midsize Orgs.

About DocStar ECM

DocStar ECM is a cloud-based and on-premise enterprise content management solution designed to help businesses upload, modify, share, and store documents in a centralized repository for future reference. The platform comes with an automated data capture module, which enables organizations to extract or import data from various sources and match the information with different support documents to eliminate errors.

DocStar ECM’s customizable workflows let professionals create custom rules to process as well as route content to the team members for approval and receive real-time alerts about document status and progress from the dashboard. The solution offers numerous features such as document scanning, a drag-and-drop interface, audit trails, secure editing, Boolean search, auto-destroy, and more. Plus, the built-in automatic indexing functionality organizes the documents using barcodes, Regex pattern matching, formatting, and other functions.

DocStar ECM includes custom electronic forms, which allows teams to design personalized forms with digital signature capabilities to capture, verify, and approve information. The platform also supports integration with various third-party ERP, accounting & CRM systems such as Microsoft, Sage, Epicor, Oracle, SAP, and Infor.

Key benefits of DocStar ECM

Access and import files from anywhere in the world
Automate paperless document processes such as AP, HR, Sales and more
Design and modify your workflows with a graphical workflow designer
Extract and index key data using OCR and intelligent data capture
Secure content with user-based permissions
Enforce compliance with document retention and records management policies
Integrate with your business software using our advanced API
Flexible deployment in the cloud (SaaS) or on-premises
Electronic forms for easy and predictable data entry
Ensure document integrity with ValiDate and Audit Trail technology
Version control tracks document variants in real time

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Images

DocStar ECM homepage
DocStar ECM workflow queue
DocStar ECM workflow designer
DocStar ECM invoice manager
View 5 more
DocStar ECM video
DocStar ECM screenshot: DocStar ECM homepage DocStar ECM screenshot: DocStar ECM workflow queue DocStar ECM screenshot: DocStar ECM workflow designer DocStar ECM screenshot: DocStar ECM invoice manager

Features

Total features of DocStar ECM: 66

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Aging Tracking
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Automatic Formatting
  • Barcode / Ticket Scanning
  • Built-In Database
  • Case Management
  • Cash Management
  • Collaboration Tools
  • Compliance Tracking
  • Configurable Workflow
  • Content Library
  • Content Management
  • Customizable Forms
  • Data Capture and Transfer
  • Data Extraction
  • Digital Asset Management
  • Digital Signature
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Imaging
  • Document Management
  • Document Review
  • Document Storage
  • Drag & Drop
  • Duplicate Payment Alert
  • Electronic Signature
  • File Conversion
  • File Recovery
  • File Sharing
  • Filtering
  • Forms Management
  • Fraud Detection
  • Full Text Search
  • Graphical Workflow Editor
  • Historical Reporting
  • Indexing
  • Information Governance
  • Invoice Processing
  • Mobile Access
  • Offline Access
  • Optical Character Recognition
  • PO Reconciliation
  • Print Management
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real-time Updates
  • Records Management
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Search/Filter
  • Single Sign On
  • Third Party Integrations
  • Vendor Management
  • Version Control
  • Watermarking
  • Workflow Management

Alternatives

DocuPhase

4,4
#1 Alternative to DocStar ECM
Automate processes within any department or team. Our flexible enterprise solution can be used to map out and automate...

QT9 QMS

4,5
#2 Alternative to DocStar ECM
The most adaptable & easy to use quality management software. The QT9 QMS is a highly modular web-based system designed...

Widen Collective

4,4
#3 Alternative to DocStar ECM
The Widen Collective brings your digital assets into one scalable solution. Gain visibility, access and control into...

Odoo

4,2
#4 Alternative to DocStar ECM
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

Reviews

Overall rating

4,3 /5
(26)
Value for Money
4/5
Features
4,1/5
Ease of Use
4,3/5
Customer Support
4,2/5

Already have DocStar ECM?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 26
Carol D.
Overall rating
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Other for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

DocStar

Reviewed on 2019/10/15

Very happy overall and would purchase it again if needed.

Very happy overall and would purchase it again if needed.

Pros

II used DocStar in my last job. I found it very user friendly and easy to set up. I looked at several different programs at the time and very glad I choose DocStar.

Cons

Nothing about the product. I did think the price was a little high. Would have liked it being a little lower

Marcus C.
Overall rating
  • Industry: Information Services
  • Company size: 2-10 Employees
  • Used Other for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Great product, TERRIBLE company (Epicor, not DocStar).

Reviewed on 2020/09/23

I have almost 20 years experience with competing content management platforms so I'm not new to it....

I have almost 20 years experience with competing content management platforms so I'm not new to it. I know what I want them to do and how I want them to do it. I also know that many of the products "lose their way" in their quest for profits. It's happened time and again.

DocStar does roughly 80% of what the big players do. There are some functionality gaps but they would apply to only the largest of companies. I've got no real complaints with the product; most of what I encountered are experiential things.

HOWEVER...dealing with Epicor, the parent of DocStar, is a nightmare. I'm talking about invoice billing. I will warn you right now: these guys don't know how to calculate, will ignore when you tell them that their calculations are wrong and are stuck in the stone ages with how they generate their billing.

Every new quote is basically a "re-quote" of a previous quote, rather than what it should be which is just a net difference dollar amount owed. The problem is you've got prorate, you've got one-time fees, you've got discounts and all sorts of things that throw off trying to do "re-quoting" - it's old school and should never be a thing.

If you quote X and then quote Y as a "re-quote", and I pay X, you need to subtract X straight out of Y.

They don't do that. They keep charges in Y that would have already been paid as part of X. Double-dipping.

Their accounting team is inflexible and will refuse to work with you to resolve the problem.

Pros

It's a very simple interface. Integrating with Azure AD was a bit picky but once it works, it works. The forms tool is simple and powerful and I was able to get most of what I wanted done.

Cons

Everything being workflow-driven makes sense, but the UI does not. That needs to be refined.

Also, the folder interface has zero power or utility where it could be a standout (people still think in terms of folders). DocStar wants people to just search OCR and meta, that's fine until it comes time to navigate common names and terms.

Lastly I couldn't get it to properly talk to a regular Fujitsu scanner the way I needed it to; it was ignoring all imaging settings from the driver. So I just scanned to PaperStream and let it "sweep" stuff in, but I shouldn't have to do that.

Dave M.
Overall rating
  • Industry: Machinery
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Great potential but needs refining!

Reviewed on 2020/05/08

Unfortunately, there were too many issues that we felt did not have good solutions therefore, are...

Unfortunately, there were too many issues that we felt did not have good solutions therefore, are no longer using this integration. It was taking longer to process invoices which should not be the case.

Pros

I love the integration with Epicor and the workflow approvals.

Cons

The fact that this was sold as out of the box ready solution was not true. We had to spend weeks of consulting hours (plus thousands of $$$) to get this programmed. There was not even a base install package available. :-(

Verified Reviewer
Overall rating
  • Industry: Food & Beverages
  • Company size: 501-1 000 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

DocStar ECM review

Reviewed on 2020/12/29

Pros

Ease of use
Cost of ownership - affordable, feature rich system

Cons

Integration with ERP - best to have document management as a core module
Upgrades have to be timed with the ERP upgrades
Speed (sometimes)

Brent W.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

An EDM system with great value, web enabled with heavy workflow focus

Reviewed on 2017/08/25

Data entry automation for AP and AR, matching, routing of Invoices and sales orders and ease of...

Data entry automation for AP and AR, matching, routing of Invoices and sales orders and ease of finding documents. Version control comes standard and integrates very nicely with MS Office

Pros

Base system comes with lots of standard features such as records management document workflow, zone ocr, content searching, approval routing and audit trail. The product is browser based so can support Apple/ios environments and be easily placed on premise or in the cloud. Support for multiple companies, TWAIn or ISIS scanning. Batch importing thru email, hot folder, xml or csv comes free. Full MS Office integration and virtual print driver come free. Lots of great options at an affordable price point

Cons

Looking forward to new rebranding in the 7.16 version , not a fan of the old logo and color pallet

Response from DocStar

Thank you for the review Brent! I'm glad you like our new branding and I'll be sure to let the Product team know you're on the lookout for it in the product!

Showing 5 reviews of 26 Read all reviews

DocStar ECM FAQs

Below are some frequently asked questions for DocStar ECM.

DocStar ECM offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

Contact DocStar for pricing details.

We do not have any information about DocStar ECM features

DocStar ECM has the following typical customers:

51-200, 201-500, 501-1 000, 1 001+

DocStar ECM supports the following languages:

English

DocStar ECM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

DocStar ECM integrates with the following applications:

ArcGIS, Epicor ERP, Infor Cloud ERP, JD Edwards EnterpriseOne, Microsoft Dynamics GP, Microsoft Excel, Microsoft Outlook, Microsoft SharePoint, SAP Business One, SYSPRO

DocStar ECM offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for DocStar ECM.