Epicor ECM / DocStar
Streamline Document Management with Ease
Effective document management is always essential for businesses. 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.
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.
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?
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