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Epicor ECM

Score5.6 out of 10

15 Reviews and Ratings

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What is Epicor ECM?

Epicor ECM is based on docStar, a document management software offering that was acquired by Epicor in 2017.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features Epicor ECM has to offer, as determined by TrustRadius' reviewers.
Based on 15 ratings of Epicor ECM's features
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Top Performing Features

  • Records management

    Secure, policy-controlled and compliant storage, retrieval and production of records, transactional or otherwise.

    Category average: 7.9

  • Content search & retrieval

    Helps users find the content they are looking for. Various methods for assistance include filters, tags, metadata, and the like.

    Category average: 8.1

  • Mobile support

    Repository access from mobile devices

    Category average: 6.5

Areas for Improvement

  • Content publishing & creation

    Supports the publishing of content to web pages or other avenues leading out of the enterprise.

    Category average: 7.6

  • Contract lifecycle management

    ECM tools optimize business transactional processes where they can improve or automate the contract lifecycle (e.g. Invoice Management, Proposals, etc.). This component is similar to the features provided by advanced contract management software.

    Category average: 8.2

  • Artificial intelligence

    Artificial intelligence and natural language processing help automate document classification

    Category average: 6.4

Reviews

What users are saying about Epicor ECM.
View all reviews

DocStar is amazing

Incentivized
Kathleen FlanaganView profile
Sr Financial Accountant in Corporate at Sterling Energy Investments LLC (51-200 employees employees)

Pros

  • VPN access for our field team.
  • Easy to transfer invoices to different approvers.

Cons

  • Adding additional documents.
  • Parameters to read check numbers.

Return on Investment

  • Has cut out approval time from 1 week to Days.
  • Increased our timeliness to pay our vendors.

The Star of Document Management

Incentivized
Julee CarlsonView profile
Service & Support Specialist, Custom Report Development in Customer Service at COMPLETE HEALTHCARE SOLUTIONS, INC. (11-50 employees employees)

Pros

  • Organization.
  • OCR - This is extremely helpful with our billing department. It allows them to easily find and access the documents that they need to complete the billing process.
  • Security levels. This allows us to create multiple levels of access for our employees. It helps us maintain HIPAA and WISP protocols.

Cons

  • Drag and drop capability does not always work.
  • Workflows are difficult to create and require an additional level of understanding to implement.

Return on Investment

  • DocStar has allowed us to end monthly payments for storage of documents that we are required to keep on file for a period of time.
  • It has cut down on the amount of paper that we are using.

Alternatives Considered

eFileCabinet

Other Software Used

ConnectWise Manage, ConnectWise Control (formerly ScreenConnect), QuoteWerks, Adobe Acrobat DC, Microsoft Office 365

Great deal while you use it. Pricey to discontinue.

Incentivized
Verified User
Director (51-200 employees employees)

Pros

  • Files stored are easily accessed by all and are kept legible.
  • A straightforward user interface, no real training needed.

Cons

  • Cost is an issue, pricey for what it's essentially glorified cloud storage.
  • No ability to lookup vehicles by stock number or phone number.

Return on Investment

  • Positive ROI as personnel scanning documents can do so in much less time than filing used to take, freeing them up for other tasks.
  • We will be ending our affiliation with DocStar as our new DMS automatically scans as it prints, and the cost of allowing our new provider access to the existing files is honestly exorbitant.

Alternatives Considered

Veeam Backup & Replication

Other Software Used

ERA-IGNITE, CDK Drive, DocuSign, VinSolutions

docStar Review

Incentivized
Beza YihunView profile
Student Assistant in Finance and Accounting at Moss Adams LLP (10,001+ employees employees)

Pros

  • Templates - By being able to create templates for each document type, it made organizing files much easier. It also made the titles similar in format, which also allows for better organization.
  • We were able to scan documents directly into docStar, which helped us eliminate extra steps. For example, if we were missing a page from a document, and we received it at a later time, we could scan just that page into docStar as opposed to scanning the entire document again.
  • The functionalities are straight forward, so it is not hard to use the docStar system.

Cons

  • There are constantly errors that make it difficult to understand the problems. It made our department work with the IT support desk on a consistent basis to get docStar to work.
  • When creating templates, it is better to have more settings to limit the entry of the person scanning the document. For example, I had a hard time, when trying to limit people to two letters and five numbers. More functionalities on the back end would be great.
  • The search functionality is sometimes not accurate. We would search for a document, and the search result would not show anything. Once we went into a specific folder, we were able to find the document.

Other Software Used

Jabber, Adobe Acrobat DC, OneNote

docStar Huge Future Help With Accountability

Incentivized
Jeremy SmithView profile
Network Administrator in Information Technology at Americo Manufacturing Company (201-500 employees employees)

Pros

  • Annotations of any notes that we are wanting from an end user and they are saved right back to the program.
  • Approval and disapproval process for any documentation needing this such as accounting documentation.
  • Import and export of xml documents and emails have been helpful especially as we have a lot of mass imports and exports to our ERP system.

Cons

  • The interface for the network paths and the setup of the users is simplistic. We would like to be able to integrate with a lot more than Active Directory and other programs.

Return on Investment

  • We have saved almost 10,000 dollars a year just in toner cost. We had to implement some up front cost for tablets and other computer aspects but the initial cost of this was about 3,000 to 4,000 dollars. docStar has saved us an instrumental amount of money and will so in the future as well.

Other Software Used

Syspro 7, Spiceworks, Cisco Unified Communications Manager (Call Manager)

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