Content management
Custom workflows
If you have stacks of paper on your desk or in file cabinets, you need a document management solution.
Lost, misfiled and delayed approvals on documents cost your organization time and money. Remote employees, and compliance and security issues add even more layers of complexity to an already-complex system. And with paper-based processes, lack of visibility into the status of your cash position, workflow approvals, or changes to documents add to the difficulty of making the best decisions for your company.
DocStar ECM makes managing all of your content easy and smart. With a powerful, yet simple to use workflow designer, you can build custom workflows to effortlessly move any kind of content to the right person, at the right time—improving intern.
Working together
Increase efficiency
With DocSar ECM you can scan, capture, retrieve, and store documents digitally in a central location. Having content stored and accessed electronically allows your entire organization to improve collaboration, increase efficiency, and enhance security.
Integration options
With the Epicor ERP integration you efficiently eliminate the manual document management processes.
Access from any workspace
Accounts Payable Invoice Automation
With Intelligent Data Capture and flexible workflows, DocStar AP Automation makes AP processing easy and smart—no more stacks of invoices on your desk, no more missing files, no more chasing the right person down to approve payments. And 24/7 access from anywhere in the world on your computer, tablet or smart phone ensures your AP process will be efficient and cost effective.
ERP integration
Sales Order Automation
DocStar ECM Sales Order Automation accepts and indexes sales orders and then moves the data to the next step.
With ERP integration, DocStar ECM Sales Order Automation enters data, confirms customer information, purchase orders, quotations and validation such as credit check, part number verification and detects missing, incomplete or incorrect data.
If all conditions are met and there are no exceptions, the order is forwarded to the "happy path" directly to automatic assignment and execution in Epicor ERP.
