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Looking to learn more about Document Management software similar to DocStar ECM? Check out these popular alternatives that are closest in terms of key features, functionality, and benefits.
Pros
Plus, their knowledge of accounts payable workflow and MS Dynamics GP, easy to build workflows (even complex ones), and cost effectiveness of the solution made them our top choice.
Cons
Lack of documentation on how to use the software or how to customize it. Difficultly customizing the software so that users can use it.
"Not used to it's potential"
Overall: To date, my experience has not been positive. I think if we had better support, we would be much happier with it. There is so much more we could be using it for, but we just have not had success setting it up to utilize it's capabilities.
Pros: Ability to store documents directly from Epicor.
Cons: Lack of documentation on how to use the software or how to customize it. Difficultly customizing the software so that users can use it.
"Great product, TERRIBLE company (Epicor, not DocStar)."
Overall: I have almost 20 years experience with competing content management platforms so I'm not new to it. I know what I want them to do and how I want them to do it. I also know that many of the products "lose their way" in their quest for profits. It's happened time and again. DocStar does roughly 80% of what the big players do. There are some functionality gaps but they would apply to only the largest of companies. I've got no real complaints with the product; most of what I encountered are experiential things. HOWEVER...dealing with Epicor, the parent of DocStar, is a nightmare. I'm talking about invoice billing. I will warn you right now: these guys don't know how to calculate, will ignore when you tell them that their calculations are wrong and are stuck in the stone ages with how they generate their billing. Every new quote is basically a "re-quote" of a previous quote, rather than what it should be which is just a net difference dollar amount owed. The problem is you've got prorate, you've got one-time fees, you've got discounts and all sorts of things that throw off trying to do "re-quoting" - it's old school and should never be a thing. If you quote X and then quote Y as a "re-quote", and I pay X, you need to subtract X straight out of Y. They don't do that. They keep charges in Y that would have already been paid as part of X. Double-dipping. Their accounting team is inflexible and will refuse to work with you to resolve the problem.
Pros: It's a very simple interface. Integrating with Azure AD was a bit picky but once it works, it works. The forms tool is simple and powerful and I was able to get most of what I wanted done.
Cons: Everything being workflow-driven makes sense, but the UI does not. That needs to be refined. Also, the folder interface has zero power or utility where it could be a standout (people still think in terms of folders). DocStar wants people to just search OCR and meta, that's fine until it comes time to navigate common names and terms. Lastly I couldn't get it to properly talk to a regular Fujitsu scanner the way I needed it to; it was ignoring all imaging settings from the driver. So I just scanned to PaperStream and let it "sweep" stuff in, but I shouldn't have to do that.