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DocStar

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Product Details

Overview

Epicor ECM, formerly DocStar ECM, is a document-management and process-automation platform for capturing, storing, finding, securing, and routing business records. It is commonly used with finance and ERP processes, but can also support contracts, personnel files, purchasing, and other district content that needs controlled access and an audit trail.

The platform can be deployed in the cloud or on supported customer infrastructure. It combines document capture, indexing, workflow, electronic forms, retention, and integrations with ERP, accounting, CRM, and productivity systems so staff can work with documents from the applications where transactions occur.

Features
Document capture and indexing
  • Captures files from scanning, uploads, email, and intelligent document-processing tools.
  • Uses OCR, classification, extraction, and metadata to reduce manual filing.
Repository and search
  • Stores documents in a centralized, permission-controlled repository.
  • Provides browser and mobile retrieval through metadata and full-text search.
Workflow automation
  • Routes invoices, purchase documents, forms, contracts, and other content through configured steps.
  • Tracks approvals, exceptions, timestamps, and process status.
Business-system integration
  • Connects with Epicor and supported third-party ERP, finance, CRM, and office platforms.
  • Displays related documents within transaction-centered workflows.
Governance and integrity
  • Maintains version history, audit evidence, retention controls, and document-integrity checks.
  • Supports cloud-hosted and on-premises deployment models.
Company News
Today, nearly 2,000 organizations in North America rely on DocStar solutions—available as a cloud hosted service or on premises. docSTAR enables customers to streamline business processes with smart enterprise content management, document management, automated accounts payable and electronic forms technology that integrates with third party ERP solutions. DocStar solutions are suitable for a number of industries including insurance, financial services, healthcare, real estate, manufacturing, legal, non-profit, education and the public sector. 

Today, nearly 2,000 organizations in North America rely on DocStar solutions—available as a cloud hosted service or on premises. docSTAR enables customers to streamline business processes with smart enterprise content management, document management, automated accounts payable and electronic forms technology that integrates with third party ERP solutions. DocStar solutions are suitable for a number of industries including insurance, financial services, healthcare, real estate, manufacturing, legal, non-profit, education and the public sector. 

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District Systems Initiative

School Districts that use this:

5 California school districts are currently associated with this product in the SDLA database.

Data comes from SDLA district surveys, public records, vendor information, and ongoing review.