Epicor ECM / DocStar
Streamline Document Management with Ease
Effective document management is always essential for businesses. Epicor ECM or DocStar has emerged as a powerful solution, enabling organizations to efficiently capture, store, and retrieve electronic documents. With advanced functionalities like intelligent indexing, automated workflows, and collaborative tools, DocStar significantly boosts productivity, ensures compliance, and reduces costs.
What is Epicor ECM or DocStar?
DocStar is a robust document management system that empowers businesses to capture, store, manage, and retrieve documents electronically. It eliminates the need for traditional paper-based document storage, enabling organizations to streamline their workflows, enhance productivity, and improve data accessibility and security.
Here are the two main packaged solutions that DocStar offers:
AP Automation
Simplify and mechanize your business processes with DocStar’s workflow automation capabilities. DocStar’s integration into your operation allows organizations to design, customize and automate complex workflows to increase efficiency and output.
HR Automation
Revolutionize your HR functions with DocStar, streamlining tasks such as employee onboarding, document handling and compliance. Leverage robust automation capabilities to maximize HR efficiency, improve employee satisfaction, and increase overall organizational productivity.
DocStar's Main Features
Revamp Your Document Management Experience with Epicor ECM or DocStar’s Cutting-Edge Data Capture & Extraction
Transform your document processing into a streamlined, automated workflow with advanced data capture technology. Leverage intelligent document analysis along with optical character recognition (OCR) to efficiently extract critical data from a variety of document types, reducing manual keying by up to 90%.
Discover how our inventive solutions enable organizations to accurately and precisely extract critical data from a wide range of document formats. Dive into the world of data capture and extraction to unleash the possibilities of digital evolution within your organization.
Securely store documents in a centralized repository and eliminate the risk of misplacement or loss. Quickly locate and access documents based on custom metadata tags, keywords, or full-text search with advanced search and retrieval capabilities.
Automate document-centric processes, such as approvals, reviews, and notifications. Create customized workflows, define routing rules, and set up alerts to reduce manual intervention and ensure efficient document management.
Simultaneously access and work on documents to better collaborate within your team with version control, audit trails, and secure sharing options.
Comply with industry regulations, such as HIPAA and GDPR, using access controls, user permissions, and document retention policies. Protect sensitive information from unauthorized access or data breaches with a secure document storage and transmission environment.
Epicor ECM Mobile App
Compatible with both iOS™ and Android™ devices, the Epicor ECM Mobile App offers a range of functionality similar to the full desktop browser client. Designed for on-the-go users, the app facilitates seamless workflow management and approvals, ensuring business processes never stop.
- Capture: Easily snap photos of documents or import images from your device’s library or file folders, simplifying the process of loading documents into Epicor ECM.
- Search: Use multiple search options, including content metadata fields or content types, and set up advanced search criteria such as specific titles and creation dates. Save searches for future use.
- Retrieve: Customize retrieved document lists with unlimited columns of fields and easily navigate them on any device in landscape or portrait mode. Perform actions such as view, email, request approval, and perform workflow actions.
- View: Access documents with associated menus for approvals, content fields, history, and workflow on a single screen. Zoom, rotate, and apply metadata, content fields, or workflows directly from the viewing interface.
- Workflow: Streamline workflow management by filtering documents based on workflow type or queue. Perform workflow actions such as assign, restart, or terminate workflows as needed.
Who needs DocStar?
Epicor ECM / DocStar is beneficial for businesses of all sizes and across various industries, such as:
- Accounts payable
- Human resources
- Sales Operations
- Healthcare
- Manufacturing
- Distribution
- Financial Services
- Education
It is particularly useful for organizations that deal with high volumes of documents, such as legal firms, healthcare providers, financial institutions, manufacturing companies, and government agencies.
Why do businesses choose DocStar?
Increased Productivity
DocStar eliminates manual document handling, reduces the time spent on administrative tasks, and enables employees to focus on core business activities.
Improved Collaboration
The system facilitates seamless collaboration among teams, departments, and external stakeholders, enhancing productivity and decision-making.
Cost Savings
By transitioning from paper-based document management to an electronic system, businesses save on printing, storage, and document retrieval costs.
Enhanced Compliance
DocStar’s robust security features and audit trails ensure compliance with industry regulations and safeguard sensitive information.
Scalability and Integration
DocStar can grow alongside businesses, accommodating increasing document volumes and integrating with existing software systems, including Epicor ERP.
How to implement DocStar?
1
Needs Assessment
Identify your organization’s document management requirements and objectives.
2
System Configuration
Customize DocStar to align with your organization’s specific workflows, metadata requirements, and security policies.
3
Data Migration
Transfer existing documents from physical or digital formats into the DocStar system, ensuring data integrity and proper indexing.
4
User Training
Provide comprehensive training to employees on using DocStar effectively, including document capture, retrieval, and workflow automation.
5
Testing and Deployment
Thoroughly test the system to ensure it meets your business requirements and deploy it across the organization.
How to integrate DocStar into Epicor ERP?
Integrating DocStar with Epicor ERP maximizes the benefits of both systems. The integration allows seamless access to documents directly from the Epicor ERP interface, eliminating the need to switch between multiple applications. Documents related to orders, invoices, contracts, and other transactions can be easily retrieved and associated with specific records in Epicor ERP, improving data visibility and streamlining processes.
Steps to integrate DocStar into Epicor Kinetic
1
Consult Epicor and DocStar experts to understand the integration requirements and best practices.
2
Establish the necessary connectivity between the two systems, ensuring data synchronization and secure communication.
3
Customize the integration to align with your organization’s document management and ERP needs.
4
Test the integration thoroughly to verify data accuracy, seamless document retrieval, and workflow automation.
5
Train employees on accessing and utilizing DocStar features within the Epicor ERP environment.
More curious?
Reach out to us and find your advanced MES!