# DocStar ECM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is DocStar ECM the right Document Management solution for you? Explore 97 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/82408/DocStar-ECM-AP-Automation/reviews

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DocStar ECM

4 (97)

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Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated April 30th, 2026

# Reviews of DocStar ECM

Ease of use

3.8

Customer Service

3.8

## Pros and Cons in Reviews

YB

Yevstakhii B

TeacherE-Learning, 51 - 200 employeesUsed the software for: Less than 6 months.

“The platform provides intuitive tools for categorizing, indexing, and searching documents, making it easier to locate and retrieve specific files.“

May 28, 2023

YB

Yevstakhii B

TeacherE-Learning, 51 - 200 employeesUsed the software for: Less than 6 months.

“These challenges can arise from compatibility issues, customization requirements, or technical complexities, leading to additional effort and potential delays in the integration process.3.“

May 28, 2023

YB

Yevstakhii B

TeacherE-Learning, 51 - 200 employeesUsed the software for: Less than 6 months.

“DocStar ECM is generally regarded as a comprehensive enterprise content management solution that offers a range of features for efficient document management and workflow automation.“

May 28, 2023

YB

Yevstakhii B

TeacherE-Learning, 51 - 200 employeesUsed the software for: Less than 6 months.

“I have found certain aspects, such as customizing workflows or configuring metadata fields, to be restrictive or not as intuitive as desired.2.“

May 28, 2023

YB

Yevstakhii B

TeacherE-Learning, 51 - 200 employeesUsed the software for: Less than 6 months.

“Workflow automation and collaboration: DocStar ECM offers powerful workflow automation features that help streamline business processes.“

May 28, 2023

YB

Yevstakhii B

TeacherE-Learning, 51 - 200 employeesUsed the software for: Less than 6 months.

“Integration challenges: I have difficulties in integrating the platform with specific business applications or systems.“

May 28, 2023

Jennifer F

Account ExecutiveInsurance, 2 - 10 employeesUsed the software for: More than 2 years.

“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.“

October 13, 2022

JH

Jacob H

IT Database ManagementUtilities, 11 - 50 employeesUsed the software for: More than 2 years.

“our state mandates certain records cannot be stored as .pdf...having to upload a document as a .tiff from a different scanner and then uploading into Docstar is time consuming when we have dozens of documents at a time“

October 27, 2023

## Showing most helpful reviews

Showing 1-25 of 97 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

GP

Gaylynn P.  
Helpdesk Analyst  
Law Practice  
Used the software for: 2+ years

### "easy to use and teach other how to use the software."

February 12, 2018

4.0

it fast and easy to access old client files

Pros

Fast Retrieval of documents and easy set up and configuration. on need to install on local user's computer.

Cons

importing and merging of existing is a challenge but can be done if you create a whole new document.

Review Source

CC

Charles C.  
Sr. Business Systems Analyst  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Highly functional and easy to manage"

October 21, 2022

5.0

Pros

We have several departments actively archiving documents into the system, resulting in millions of documents. We don't have issues with searching for documents even with the growing number of records. The system also integrates with existing systems. For example, I can create dynamic lists for the users to select from based on another system's records.

Cons

We like using lots of folder levels to organize the various documents, but the system doesn't have an explicit way to navigate "up" to the previous folder level. Instead we use the browser's back button, which is not going to work if I searched for and jumped to a file. In Windows Explorer, you can search for a file and navigate to its folder, and from there you can move up a folder with an explicit button...

Review Source

ZF

Zach F.  
System Administrator  
Retail  
Used the software for: 2+ years

### "DocStar ECM: You can pay for support but when you need it prepare to shell out more $$$"

July 27, 2022

2.0

Pros

Nice document management, Can be granular with workflows but there is no documentation on workflow creation. This is probably a push to sell professional services

Cons

You can pay for a support contract, but if you ever need support prepare to get told you need to pay for professional services. Needed to upgrade our Docstar instance to a new version got directed to professional services. Need assistance with creating a workflow, Professional services will help you for the right price. Really confused on why we pay for support when every support request gets the reply "You would need professional services for that". Requested access to download new versions of Docstar from their website... This was 4 months ago and they still have not come through with the request. Probably a way to get people to pay for professional services.

Review Source

BG

Bryan G.  
System Software Specialist  
Mechanical or Industrial Engineering  
Used the software for: 1-2 years

### "ECM - Invoice Processing and more"

October 13, 2022

4.0

We had a rocky start, but through deep discussions and strong support from ECM, we are successfully using ECM and enjoying a great process with automating our AP.

Pros

Our use for this software is to streamline our invoicing process. Receiving the invoices via email, the PDF is captured by IDC, verifies data, then sends to ECM. I find not handling paper a great convenience. Previously, we would receive the email, print the document, open the invoice processing, and proceed with AP. The ECM process is quite smooth and has helped bring us further into the digital age.

Cons

We would like to have an option to capture tracking numbers from invoices (if applicable) and populate P21.

Review Source

DL

Dennis L.  
System manager  
Legal Services  
Used the software for: 2+ years

### "Old school long time user, "

August 1, 2022

5.0

Storage of paper documents in the office is gone. We down sized the office. We were completely ready to go to remote working, no shut down.

Pros

The data stored is available to who ever has access including remote access. People do not have to be in the office to be productive. you can find thing fast and storing document's with workflows keep the lookup consistent.

Cons

The folder system for looking up document's needs features. Renaming folders, combining folders contents and. general maintenance of folders is not there.

Reason for choosing DocStar ECM

The sequel data base to keep track of what you have. The end user ease of use. The security features. although some what complicated. It allows you to keep groups separate.

Review Source

KH

KamLin H.  
VP  
Financial Services  
Used the software for: 2+ years

### "DocSTAR ECM"

October 16, 2022

5.0

Excellent

Pros

We love DocSTAR ECM because it is easy to use and search scanned documents.

Cons

The delete option of document by staff users who do the scanning.

Reason for choosing DocStar ECM

We have great experience with DocSTAR.

Review Source

BC

Billy C.  
Owner  
Legal Services  
Used the software for: 2+ years

### "DocStar Has been a Life Saver"

October 18, 2022

5.0

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.

Reason for choosing DocStar ECM

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

Review Source

WC

William C.  
Senior Software Engineer  
Information Services  
Used the software for: 2+ years

### "Easy to use and functional"

March 14, 2023

4.0

Overall, DocStar ECM is an easy to use and efficient enterprise content management system. It is a great tool for streamlining document processes and allows users to set up automated workflows. It does have some drawbacks, such as slow performance and difficulty in customization, but these are minor issues that can easily be addressed.

Pros

DocStar ECM is an intuitive and comprehensive enterprise content management solution that helps streamline document processes and increase efficiency. The user-friendly interface makes it easy to navigate and allows users to quickly access and manage their documents. The automated workflow feature is particularly useful and allows users to easily set up and monitor document processes.

Cons

While the user interface is intuitive, the software can be slow at times, and there may be difficulty in customizing the software to fit specific workflows. Additionally, customer support can be slow and unhelpful at times.

Review Source

TR

Thomas R.  
Vice President  
Aviation & Aerospace  
Used the software for: 2+ years

### "Great storage and retreival tool!"

October 13, 2022

4.0

We got rid of 62 file cabinets! We use this as a repository for all of our records.

Pros

We love that we can always access any document from any desktop. The search is amazing!

Cons

It is expensive and there are additional modules to purchase if you need more functionality.

Reason for choosing DocStar ECM

More features

Review Source

JM

Julie M.  
Accounts Payable Manager  
Hospital & Health Care  
Used the software for: 2+ years

### "I love DocStar!"

October 13, 2022

5.0

When we started using DocStar 5 years ago it actually saved us from hiring another person in accounts payable, which added to the product value tremendously!

Pros

There is rarely a day that goes by that I don't say to myself or outloud "I love DocStar!" The ability to find a document when you need it is priceless. Approval stamps on the document provide necessary backup.

Cons

With every product there a few things you wish were different. If you find those things you can suggest the change in the betterizer.

Review Source

CD

Carol D.  
Accounting  
Construction  
Used the software for: 2+ years

### "DocStar"

October 15, 2019

5.0

Very happy overall and would purchase it again if needed.

Pros

II used DocStar in my last job. I found it very user friendly and easy to set up. I looked at several different programs at the time and very glad I choose DocStar.

Cons

Nothing about the product. I did think the price was a little high. Would have liked it being a little lower

Reason for choosing DocStar ECM

I used Treeno before and Doctor was a better product/

Review Source

BP

Bruce P.  
Manager - Engineering  
Mechanical or Industrial Engineering  
Used the software for: 2+ years

### "DocStar"

October 18, 2022

5.0

Our integration limited the power of DocStar.

Pros

Product was poorly cascaded thru the business.

Cons

Lack of our integration. We have not been trained in how to take advantage of the features.

Review Source

JM

Jane M.  
manager of vendor relations  
Hospital & Health Care  
Used the software for: 2+ years

### "easy to use"

October 14, 2022

4.0

positive

Pros

ease of use, high level of customer service

Cons

breaks down whenever there is an update to the software

Reason for choosing DocStar ECM

i did not make the final decision

Switched from

[KwikTag](https://www.capterra.com/p/19725/KwikTag/)

microsoft no longer supported

Review Source

DP

Daniel P.  
Project Engineer  
Mining & Metals  
Used the software for: 6-12 months

### "Solid Document Management System"

October 13, 2022

4.0

We're using this to automate our material certifications process by attaching documents to lots within Epicor Kinetic so that we can then send them with out with Finished Goods.

Pros

Easy to upload files. The integration with our ERP (Epicor Kinetic) allows us to attach documents to records within in the system and then pull back those records later.

Cons

The integration is Static. Once you run the workflow, the links are no longer live. Also, the workflow feature is nice. But it would be better if you could customize the software to have workflows run on certain actions. There is nothing preventing a user from circumventing a workflow.

Review Source

BW

Brent W.  
Managing Director  
Information Technology and Services  
Used the software for: 2+ years

### "An EDM system with great value, web enabled with heavy workflow focus"

August 25, 2017

5.0

Data entry automation for AP and AR, matching, routing of Invoices and sales orders and ease of finding documents. Version control comes standard and integrates very nicely with MS Office

Pros

Base system comes with lots of standard features such as records management document workflow, zone ocr, content searching, approval routing and audit trail. The product is browser based so can support Apple/ios environments and be easily placed on premise or in the cloud. Support for multiple companies, TWAIn or ISIS scanning. Batch importing thru email, hot folder, xml or csv comes free. Full MS Office integration and virtual print driver come free. Lots of great options at an affordable price point

Cons

Looking forward to new rebranding in the 7.16 version , not a fan of the old logo and color pallet

Review Source

Response from Epicor Software

August 25, 2017

Thank you for the review Brent! I'm glad you like our new branding and I'll be sure to let the Product team know you're on the lookout for it in the product!

KY

Kristin Y.  
Human Resources Manager  
Transportation/Trucking/Railroad  
Used the software for: 1-2 years

### "Outshines Dark Filing Cabinets!"

November 18, 2016

4.0

Before our company transitioned to docSTAR Eclipse my office was wall to wall dark filing cabinets crammed full of personnel files. They were overwhelming and more importantly even though locked, not fully secure. With docSTAR Eclispe mountains of paper are a dark memory. Security and confidentiality are top priorities. Past and present employee information is always at your fingertips! Fingertips that no longer have to deal with constant paper cuts! Previously an audit would require extensive time pulling individual files and documents, hoping that everything would be put back in the correct place. Now a few clicks of the mouse and documents are exported with ease with no risk of losing information or it falling into the wrong hands. docSTAR Eclipse has been a game changer for our Human Resources Department! I couldn't dream of going back to piles of paper. I highly recommend this product to HR departments both large and small!

Pros

The ease of use. With just a little training I was able to fully use the software. It's very intuitive.

Review Source

Response from Epicor Software

November 18, 2016

Thank you for your review Kristin and we are so happy to hear that you are seeing the value and return on investment your investment in eclipse!

kF

kori F.  
medical biller  
Medical Practice  
Used the software for: 2+ years

### "Review"

October 25, 2022

3.0

Pros

The product was easy to use. The product was easy to navigate

Cons

Not a smooth process with searching through the whole system compared to the old docstar.

Review Source

VR

Verified Reviewer  
SBA  
Industrial Automation  
Used the software for: 2+ years

### "ECM Epicor AP Automation"

October 13, 2022

2.0

EPS was awful at first. Sales pitch did not materialize in implementation, bug remains. Lack of turn key solutions that was paid for.

Pros

Able to connect with Kinetic ERP out of the box with EPS service

Cons

Lack or ready report, lack of ready workflow, lack of full Kinetic feature in ECM that works, bugs all around related to Kinetic

Reason for choosing DocStar ECM

Kinetic ERP

Review Source

PP

Peter P.  
General Manager  
Wholesale  
Used the software for: 2+ years

### "It saves time to find documents."

November 15, 2022

4.0

I can find documents much easier. It has powerful document management automations.

Pros

I love how easy it is to securely store, search and send any document.

Cons

Documentation is difficult to load and has a learning curve.

Review Source

CM

Cindy M.  
Deputy Assessor  
Government Administration  
Used the software for: 2+ years

### "Consider all options "

October 18, 2022

3.0

Pros

Having all documents at your fingertips is the most desirable feature.

Cons

Due to software updates problems have occurred with movement of annotations. The only way to fix the problem has been to delete all previously entered information and re-enter it. Very frustrating. Cost of having more than one person with the ability to make changes is ridiculous

Review Source

KS

Kristen S.  
COO  
Retail  
Used the software for: 2+ years

### "Long Time User"

October 24, 2022

5.0

We no longer maintain paper files because of it

Pros

Our \[SENSITIVE CONTENT\] used to sell DocStar solutions, so we've been using it for years. It's easy and intuitive to use.

Cons

No dislikes at all! We love our docstar!

Review Source

SD

Susan D.  
Financial Coordinator  
Education Management  
Used the software for: 2+ years

### "Great Product"

October 18, 2022

5.0

Pros

It is so easy to use and not time consuming at all. We use it to digitize all our student records and accounting information. It is easy to access the scanned information later and either print out or send documents via email. It's also great for any audit you may have for quick and easy access. Customer support is so helpful and easy to get a hold of if you need technical support or need assistance in downloading any new software.

Cons

I have no comment on this as it works for us!

Review Source

LT

Lindsay T.  
Assistant Treasurer/ Collector  
Government Administration  
Used the software for: 2+ years

### "Asst. T/C Newbury"

October 13, 2022

5.0

Pros

Ease of usage; ability for others to grab what is stored.

Cons

That the program does not allow all users to create the folders that are needed.

Review Source

DM

Dave M.  
System Admin  
Machinery  
Used the software for: 1-2 years

### "Great potential but needs refining!"

May 8, 2020

3.0

Unfortunately, there were too many issues that we felt did not have good solutions therefore, are no longer using this integration. It was taking longer to process invoices which should not be the case.

Pros

I love the integration with Epicor and the workflow approvals.

Cons

The fact that this was sold as out of the box ready solution was not true. We had to spend weeks of consulting hours (plus thousands of $$$) to get this programmed. There was not even a base install package available. :-(

Review Source

AF

Al F.  
General Manager  
Wholesale  
Used the software for: 1-2 years

### "Docstar ECM - Works Fine for our Purpose"

October 14, 2022

4.0

The implementation process took way too long, and their support is not as good as we are used to. However, the software does do most of what we wanted, and has been working well since all appropriate employees were trained fully on how to use it.

Pros

Integration with Prophet21 ERP was the main reason that we purchased Docstar ECM for document management. It achieves that purpose.

Cons

There are certain documents that we want to have available through Prophet21's specific windows, but they haven't yet considered these work flows.

Review Source

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