DocStar ECM

4.0 (99)
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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


Images

DocStar ECM Software - DocStar ECM homepage
DocStar ECM Software - DocStar ECM Workflow Queue
DocStar ECM Software - DocStar ECM Workflow Designer
DocStar ECM Software - DocStar ECM Invoice Manager
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DocStar ECM video
DocStar ECM Software - DocStar ECM homepage
DocStar ECM Software - DocStar ECM Workflow Queue
DocStar ECM Software - DocStar ECM Workflow Designer
DocStar ECM Software - DocStar ECM Invoice Manager

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Reviews

Overall rating

4.0 /5
(99)
Value for Money
3.8/5
Features
3.9/5
Ease of Use
3.8/5
Customer Support
3.8/5

Already have DocStar ECM?

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

Showing 5 reviews of 99
Jacob
Overall rating
  • Industry: Utilities
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Whitworth Water District Review

Reviewed on 2022/07/27

Pros

1) The searchability by entered metadata and OCR text.
2) Customizable workflow and content types
3) Emailing a document to a non-Docstar ECM user
4) Uploading direct from O365 applications

Cons

1) Not being able to choose the file type when scanning such as .jpeg, .png, and .tiff...our state mandates certain records cannot be stored as .pdf...having to upload a document as a .tiff from a different scanner and then uploading into Docstar is time consuming when we have dozens of documents at a time

Charles
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 51–200 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

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

Highly functional and easy to manage

Reviewed on 2022/10/21

Pros

We have several departments actively archiving documents into the system, resulting in millions of documents. We don't have issues with searching for documents even with the growing number of records. The system also integrates with existing systems. For example, I can create dynamic lists for the users to select from based on another system's records.

Cons

We like using lots of folder levels to organize the various documents, but the system doesn't have an explicit way to navigate "up" to the previous folder level. Instead we use the browser's back button, which is not going to work if I searched for and jumped to a file. In Windows Explorer, you can search for a file and navigate to its folder, and from there you can move up a folder with an explicit button...

Liz
Overall rating
  • Industry: Wholesale
  • 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

Wish we had been live in P21 before we setup DocStar

Reviewed on 2022/10/14

Pros

When it works it cuts data entry down and allows for employees to have quick access to AP items

Cons

It currently does NOT work as it was designed. We have more issues than are sustainable

Alternatives Considered

Infor CloudSuite HCM
Bryan
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • 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 9.0 /10

ECM - Invoice Processing and more

Reviewed on 2022/10/13

We had a rocky start, but through deep discussions and strong support from ECM, we are successfully...

We had a rocky start, but through deep discussions and strong support from ECM, we are successfully using ECM and enjoying a great process with automating our AP.

Pros

Our use for this software is to streamline our invoicing process. Receiving the invoices via email, the PDF is captured by IDC, verifies data, then sends to ECM. I find not handling paper a great convenience. Previously, we would receive the email, print the document, open the invoice processing, and proceed with AP.
The ECM process is quite smooth and has helped bring us further into the digital age.

Cons

We would like to have an option to capture tracking numbers from invoices (if applicable) and populate P21.

Dennis
Overall rating
  • Industry: Legal Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Old school long time user,

Reviewed on 2022/08/01

Storage of paper documents in the office is gone. We down sized the office. We were completely...

Storage of paper documents in the office is gone. We down sized the office. We were completely ready to go to remote working, no shut down.

Pros

The data stored is available to who ever has access including remote access. People do not have to be in the office to be productive. you can find thing fast and storing document's with workflows keep the lookup consistent.

Cons

The folder system for looking up document's needs features. Renaming folders, combining folders contents and. general maintenance of folders is not there.

Showing 5 reviews of 99 Read all reviews

DocStar ECM FAQs

Below are some frequently asked questions for DocStar ECM.

DocStar ECM offers the following pricing plans:

  • Starting from: US$47.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

DocStar ECM has the following typical customers:

51–200, 201–500, 501–1,000, 1,001–5,000

DocStar ECM supports the following languages:

Dutch, English, French, Spanish, Traditional Chinese, Vietnamese

DocStar ECM supports the following devices:

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

DocStar ECM integrates with the following applications:

ArcGIS, Infor Cloud ERP, Kinetic, Microsoft Excel, Microsoft Outlook, Microsoft SharePoint, Sage 100, Sage 300cloud

DocStar ECM offers the following support options:

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

Related categories

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