DocStar ECM

DocStar ECM

RATING:

3.98

(94)

About DocStar ECM

DocStar Enterprise Content Management serves large and midsize businesses across all industries and provides tools to upload, store and share documents in a variety of formats. Cloud-based and on-premise versions of the software are available. Users can capture and upload content using desktop computers, smartphones, tablets and multifunction printers, and the cloud-based version of the software allows users to upload content anywhere there is an internet connection. Supported file types include standard document formats such as .doc and PDF, as well as .wav, .jpg, .html and more. DocStar helps users comply with document retention and records management policies. Other key features include version control, user-based permissions to control access to files and ...
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DocStar ECM Reviews

Overall Rating

3.98

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4

Value for money

4

Functionality

4

Showing 1 - 5 of 84 reviews

Jennifer

Verified reviewer

Company size: 2-10 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

EASE OF USE

4

FUNCTIONALITY

5

October 2022

Highly customizable tool

Pros

This software is highly customizable and can fit a variety of workflows and industries. We are able to store thousands of files (well into the GBs) forever and can search among the document text thanks to OCR so even documents 10+ years old that weren't named using our current organization structure can be found and referenced. It is an invaluable tool in my daily work as an insurance broker.

Cons

The trouble with "highly customizable" is that unless you have someone who speaks tech, it can be difficult to take advantage of all the features that would best serve your company. Originally our software was setup in some wacky ways that made it more difficult to sue, however after I came aboard, I was able to tweak settings and workflows to optimize efficiency.

Adam

Company size: 201-500 employees

Industry: Wholesale

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

October 2022

DocStar P21 Review

We have made our accounting functions essentially entirely paperless. We started with the AP process and eliminated hours of extra time dealing with paper and printing. We have also incorporated it into remittances and other AR functions. It has helped with document storage and recalling documents quickly. Everything is labeled and available at your search.

Pros

It has the ability to incorporate with our ERP (Epicor P21) which has the potential for more additional growth features. Workflows are easy to set up and adjust to your company process. Takes a little time to learn, but helpful in the long run as you can edit on the fly.

Cons

DocStar staff being more helpful with adjusting or adding features. We were one of the first to purchase DocStar after Epicor purchased the software. We were left in the dark about setup. I have had to create all the workflows on my own. Security classes and some integrations need to have better instructions or ability to edit them for our company needs

Reasons for choosing DocStar ECM

Mainly because it was owned by Epicor now so we believe that the potential for future integrations will occur for our benefit.

Susan

Company size: 51-200 employees

Industry: Electrical/Electronic Manufacturing

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

EASE OF USE

2

VALUE FOR MONEY

4

CUSTOMER SUPPORT

2

FUNCTIONALITY

5

October 2022

Need Viewer to work with Epicor Kinetic windows using passwordless single sign-on

We are automatically attaching our Part drawings along with purchase orders to outgoing emails to suppliers. We are auto attaching documents (Commercial invoices, etc.) from QuickShip to the Customer Shipment Entry window in Epicor.

Pros

Love that we can have Epicor place documents into ECM and also pull documents from ECM to be sent on emails with Advanced Printing. Also that we can place records into ECM and they will auto attach to Epicor.

Cons

**** WE REALLY NEED THE VIEWER TO WORK FOR EPICOR KINETIC WINDOWS USING PASSWORDLESS SINGLE SIGN-ON. **** It worked in Classic but does not work in Kinetic windows. *Drag and Dropping documents into windows no longer works in Kinetic *The user interface is really not intuitive.

Reasons for choosing DocStar ECM

We wanted it to integrate with Epicor

Reasons for switching to DocStar ECM

Epicor made the switch

Billy

Company size: 2-10 employees

Industry: Legal Services

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

October 2022

DocStar Has been a Life Saver

We store both not only client information, but also our own business support documents. The overall experience has surpassed all expectations. [SENSITIVE CONTENT] and [SENSITIVE CONTENT] are Super-Stars in this business..

Pros

DocStar integrates with many programs, including various email platforms and PDF editors. Our users have not problems accessing and using the software when out of the office. The dependablility of the platform is awesome. The User access and passwords make it both easy to use and easy to control. In the 15 year plus that we have been a DocStar customer, it has saved us time, effort and money. In addition, our clients have been very impressed with our ability to gather, retain and send files to them.

Cons

There were times in the past, when DocStar would do updates that negatively affected our ability to use the software and it would cost several hours of "down time". In the most recent years, this seems to have been mostly resolved.

Reasons for choosing DocStar ECM

[SENSITIVE CONTENT] gave a great presentation and earned my trust immediately...-+

User Profile

Anthony

Verified reviewer

Company size: 51-200 employees

Industry: Food & Beverages

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

October 2017

Use it for about 3 years. AP, contracts, invoices

Pros

We use the workflow function in more than a few area and it makes our approval and processing of AP much smoother. Also have a few automated OCR feeds that make pulling key words from documents easy on users.

Cons

Need a mobile app or dynamic website to allow easier review and approval by users out of office. Also ability to easily take picture and scan and upload from phone is missing. It's not usable for our team when out of office.

Response from DocStar

Thank you for your review! We are so glad that your AP processing is running smoother and that DocStar AP Automation making easier work for your team! Our sales team has reached out to you regarding your desire to have mobile approvals and uploads and they are currently processing new licenses and scheduling training for you for that functionality! Please contact our sales or support line for any further product needs. Best, Dawn DiLorenzo Digital Marketing Manager DocStar

Replied October 2017

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