# Page 2 | DocStar ECM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 --- DocStar ECM 4 (97) [View alternatives](https://www.capterra.com/p/82408/DocStar-ECM-AP-Automation/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 3rd, 2026 # Page 2 - Reviews of DocStar ECM ## Showing most helpful reviews Showing 26-50 of 97 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use YB Yevstakhii B. Teacher E-Learning Used the software for: Less than 6 months ### "My expirience of use DocStar ECM" May 28, 2023 4.0 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. Here are some aspects that I have highlighted as positive experiences:Document organization and retrieval: I appreciate the robust document organization capabilities of DocStar ECM. The platform provides intuitive tools for categorizing, indexing, and searching documents, making it easier to locate and retrieve specific files. I can assign metadata, tags, and keywords to documents, enabling quick and accurate document retrieval.Workflow automation and collaboration: DocStar ECM offers powerful workflow automation features that help streamline business processes. I can design and automate workflows to route documents, assign tasks, and facilitate collaboration among team members. This automation reduces manual effort, improves productivity, and ensures consistent and efficient document processing.Document version control: I find the version control functionality in DocStar ECM valuable.But also I had issues with limited customization options, integration challenges, performance and scalability. Pros 1\. Document organization and retrieval: I appreciate the robust document management capabilities of DocStar ECM. The platform allows for efficient organization, indexing, and categorization of documents, making it easier to locate and retrieve specific files when needed. I can assign metadata, tags, and keywords to documents, enabling powerful search and retrieval capabilities.2. Workflow automation: DocStar ECM offers workflow automation features that help streamline business processes. I can design custom workflows to automate document routing, review and approval processes, and task assignments. This automation reduces manual effort, improves efficiency, and ensures consistent and timely document processing.3. Document version control: I find the version control functionality in DocStar ECM valuable. The platform maintains a history of document versions, allowing me to track changes, access previous versions, and revert to earlier iterations if necessary. This feature enhances collaboration and provides a clear audit trail of document modifications. Cons 1\. Limited customization options: While DocStar ECM offers various features for document management, I have limitations in terms of customization and flexibility. I have found certain aspects, such as customizing workflows or configuring metadata fields, to be restrictive or not as intuitive as desired.2. Integration challenges: I have difficulties in integrating the platform with specific business applications or systems. These challenges can arise from compatibility issues, customization requirements, or technical complexities, leading to additional effort and potential delays in the integration process.3. Performance and scalability: In some cases, I had performance issues when working with large volumes of documents or heavy workloads within DocStar ECM. These issues may include slower search or retrieval times, delays in processing workflows, or overall system responsiveness. Review Source AS Adam S. Controller Wholesale Used the software for: 2+ years ### "DocStar P21 Review" October 13, 2022 4.0 We have made our accounting functions essentially entirely paperless. We started with the AP process and eliminated hours of extra time dealing with paper and printing. We have also incorporated it into remittances and other AR functions. It has helped with document storage and recalling documents quickly. Everything is labeled and available at your search. Pros It has the ability to incorporate with our ERP (Epicor P21) which has the potential for more additional growth features. Workflows are easy to set up and adjust to your company process. Takes a little time to learn, but helpful in the long run as you can edit on the fly. Cons DocStar staff being more helpful with adjusting or adding features. We were one of the first to purchase DocStar after Epicor purchased the software. We were left in the dark about setup. I have had to create all the workflows on my own. Security classes and some integrations need to have better instructions or ability to edit them for our company needs Alternatives considered [DocLink](https://www.capterra.com/p/210420/DocLink/) Reason for choosing DocStar ECM Mainly because it was owned by Epicor now so we believe that the potential for future integrations will occur for our benefit. Review Source LF Lisa F. Controller Machinery Used the software for: 1-2 years ### "DocStar Review" October 13, 2022 2.0 Pros The AP automation and IDC is helpful to our AP process and works nicely when it works. Sending invoices for approval through DocStar is also nice for end users, but we feel limited that the approval stamp does not show on the PDF, so you cannot see who approved it when viewing the PDF from Epicor AP Invoice Tracker. Cons We constantly have connection issues and the software does not work. It requires IT to get involved and usually a ticket to Epicor. We also do not like that we have to have an on-premise server for DocStar. Our contract did not mention storage overage fees and we quickly went over our storage in just a few short months and have been paying overage fees. This should have been in the contract. We ended up just moving all of our document storage to our Sharepoint and we are not using DocStar for document storage any longer. For the high cost of DocStar, we are using a very small piece of it. We are aware of many other AP Automation software out there that connect to Epicor for a fraction of the cost. Reason for choosing DocStar ECM We decided to go with Epicor and Docstar was the document management software presented to us as the option. Switched from [SyteLine](https://www.capterra.com/p/143792/SyteLine/) We switched to Epicor as we were faced with a big upgrade cost of our previous ERP and we determined that we wanted to move to a cloud based software. Review Source Marcus C. President Information Services Used the software for: Less than 6 months ### "Great product, TERRIBLE company (Epicor, not DocStar)." September 23, 2020 4.0 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. Alternatives considered [OnBase](https://www.capterra.com/p/62208/OnBase/)[Laserfiche](https://www.capterra.com/p/62196/Laserfiche/)[M-Files](https://www.capterra.com/p/122215/M-Files/)[Alfresco Digital Business Platform](https://www.capterra.com/p/52548/Alfresco-One/)[PaperVision Enterprise](https://www.capterra.com/p/62195/PaperVision-Enterprise/) Reason for choosing DocStar ECM Hyland has started overcharging for their software and no longer accept startups or small companies. Minimum $80k to get started where it used to be as low as $3k. Laserfiche never responded. Docupeak changed the software away from what I needed at some point and only focus on mid-tier and up companies now. M-Files never responded. OpenText never responded. Alfresco is way too basic in comparison (though I do own it too for a different reason). PaperVision requires excessive custom code to do a lot of what DocStar does out of the box. Review Source VR Verified Reviewer Executive Assistant Insurance Used the software for: 2+ years ### "Recommended for Document Storage/Retrieval" October 18, 2022 4.0 Pros DocStar ECM is reliable for document storage/retrieval on a daily basis. Our clients rely on us to protect the highly-sensitive information that they share with us and we have confidence that we do that via this product. Cons I feel as if the support factor could be improved on. At times, it seems that the response time from a rep/technician could be improved. Review Source JH Jacob H. IT Database Management Utilities Used the software for: 2+ years ### "Docstar at Water Company" October 27, 2023 4.0 Pros The workflow builder customization, OCR scanner, ease of data editing. Cons Randomly, the Client Service needs to be repaired or re-installed. The Office Integration module needs an active license on the server. Review Source Miguel Angel C. Diseño Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "Gestión de información empresarial con DocStar ECM" April 30, 2023 4.0 Este software es una solución de gestión de contenido empresarial sólida que puede ayudar a las empresas a mejorar sus procesos y la eficiencia. Sin embargo, también hay consideraciones importantes a tener en cuenta antes de decidirse por este software, como el costo y la curva de aprendizaje. Pros Es una solución integral de gestión de contenido empresarial que puede ayudar a las empresas a optimizar sus procesos y mejorar su eficiencia ofreciendo una variedad de características útiles, como la gestión de documentos, la automatización de flujos de trabajo, el seguimiento de versiones y la búsqueda avanzada de documentos. También permite la integración con otros sistemas empresariales, como sistemas de gestión de recursos humanos (HRM) y sistemas de planificación de recursos empresariales (ERP). Además, DocStar ECM ayuda a mantener la información empresarial segura y protegida de amenazas externas. Cons El costo del software puede ser elevado para algunas empresas, especialmente las pequeñas y medianas empresas, el aprendizaje puede ser complicada para algunos usuarios, especialmente aquellos que no están familiarizados con los sistemas de gestión de contenido empresarial. Además, aunque el software ofrece una variedad de características útiles, algunas empresas pueden encontrar que algunas de estas características no son relevantes para sus necesidades específicas. Alternatives considered [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[Google Drive](https://www.capterra.com/p/161425/Drive/)[Box](https://www.capterra.com/p/148766/Box/)[M-Files](https://www.capterra.com/p/122215/M-Files/) Review Source Jennifer F. Account Executive Insurance Used the software for: 2+ years ### "Highly customizable tool" October 13, 2022 5.0 Pros This software is highly customizable and can fit a variety of workflows and industries. 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. It is an invaluable tool in my daily work as an insurance broker. Cons The trouble with "highly customizable" is that unless you have someone who speaks tech, it can be difficult to take advantage of all the features that would best serve your company. Originally our software was setup in some wacky ways that made it more difficult to sue, however after I came aboard, I was able to tweak settings and workflows to optimize efficiency. Review Source Anthony C. Chief Financial Officer Food & Beverages Used the software for: 2+ years ### "Use it for about 3 years. AP, contracts, invoices" October 14, 2017 4.0 Pros We use the workflow function in more than a few area and it makes our approval and processing of AP much smoother. Also have a few automated OCR feeds that make pulling key words from documents easy on users. Cons Need a mobile app or dynamic website to allow easier review and approval by users out of office. Also ability to easily take picture and scan and upload from phone is missing. It's not usable for our team when out of office. Review Source Response from Epicor Software October 31, 2017 Thank you for your review! We are so glad that your AP processing is running smoother and that DocStar AP Automation making easier work for your team! Our sales team has reached out to you regarding your desire to have mobile approvals and uploads and they are currently processing new licenses and scheduling training for you for that functionality! Please contact our sales or support line for any further product needs. Best, Dawn DiLorenzo Digital Marketing Manager DocStar LJ Liz J. Controller Wholesale Used the software for: 1-2 years ### "Wish we had been live in P21 before we setup DocStar" October 14, 2022 3.0 Pros When it works it cuts data entry down and allows for employees to have quick access to AP items Cons It currently does NOT work as it was designed. We have more issues than are sustainable Alternatives considered [Infor Human Resources](https://www.capterra.com/p/227469/Infor-HCM/) Review Source JH Joan H. ERP Systems manager Wholesale Used the software for: 1-2 years ### "DocStar Review" October 14, 2022 4.0 We just started implementing this through the company wide. Still learning the ins and outs Pros The added forms and workflow that can prefill certain customer profiles in Kinetic Cons We are on prim so the upgrades and information on when the newest release was and release notes. If that was available we would have better judgement on when we need to upgrade Reason for choosing DocStar ECM DocStar was already implemented when I started Switched from [DocLink](https://www.capterra.com/p/210420/DocLink/) Was before I was on board Review Source Ajoob S. Engineer trainee Chemicals Used the software for: 6-12 months ### "Best data management software." June 17, 2022 4.0 Pros The best about docstar ecm is that the software is user friendly has lot of useful features for enterprise data management. The software is helpful in data management, file sharing, document workflow and many more. Software is browser support and easy to access from any system. We can easily search and access the files is a great feature. Cons Sometimes problems with login. No other issues. Review Source SH Stephen H. Advisor Financial Services Used the software for: 2+ years ### "Great product and easy to use" October 18, 2022 5.0 I need teams in multiple locations to be able to securely store and retrieve documents. Problem solved with DOcstar. Pros This product is very easy to use and for the most part is intuitive and user friendly. Cons The dashboard is a little clunky but it does not impact its usefulness. Review Source SR Susan R. ERP Manager Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Need Viewer to work with Epicor Kinetic windows using passwordless single sign-on" October 13, 2022 3.0 We are automatically attaching our Part drawings along with purchase orders to outgoing emails to suppliers. We are auto attaching documents (Commercial invoices, etc.) from QuickShip to the Customer Shipment Entry window in Epicor. Pros Love that we can have Epicor place documents into ECM and also pull documents from ECM to be sent on emails with Advanced Printing. Also that we can place records into ECM and they will auto attach to Epicor. Cons \*\*\*\* WE REALLY NEED THE VIEWER TO WORK FOR EPICOR KINETIC WINDOWS USING PASSWORDLESS SINGLE SIGN-ON. \*\*\*\* It worked in Classic but does not work in Kinetic windows. \*Drag and Dropping documents into windows no longer works in Kinetic \*The user interface is really not intuitive. Reason for choosing DocStar ECM We wanted it to integrate with Epicor Switched from [DocLink](https://www.capterra.com/p/210420/DocLink/) Epicor made the switch Review Source NC Nancy C. Vice President Aviation & Aerospace Used the software for: 2+ years ### "I hate everything about DocStar" October 13, 2022 3.0 Customer service is worthless, upgrading from the previous version to this one took twice as long as quoted, everything about this program is cumbersome and harder than it should be. I wholeheartedly regret this purchase. Pros There is nothing I like about this software. My data is held hostage and I'm stuck with it. Cons We're basically locked into this program. It's clunky and not user friendly and we'd love to change programs. But, once your data is stored in DocStar, it costs tens of thousands of dollars to pull your data back out in a format that can be migrated to another program. Reason for choosing DocStar ECM It was the only option offered by our business machine supplier. We've since changed suppliers based on this purchase. Review Source DB Diana B. Claim Adjuster Insurance Used the software for: 2+ years ### "Overall very good System" July 28, 2022 5.0 Good! Pros Being able to save and retrieve documents. Annotations available to edit documents. Ability to delete documents if necessary. Importing multiple documents with one VCS # very helpful. Cons Email imports, previous versions saved the email and the attached documents as PDF's you could just flip through the pages, now you have to download the email and click on the document to view. You also cannot due annotations anymore on email attachments when the email itself was imported. Review Source LS Lovepreet S. AP manager Retail Used the software for: 1-2 years ### "Docstar" October 21, 2022 3.0 not very happy with the resolutions of any issues, I have few cases open for 8 months that never got resolved Pros the online storage on documents, saves time to check older invoices Cons Development of any additional module, it takes longer time9i would say if you are looking for anything additional, then not hope for at-least 6 months or so. Review Source RS Robert S. IT Director Machinery Used the software for: 2+ years ### "DocStar ECM" October 18, 2022 3.0 Pros When functioning, this streamlines our AP approval process Cons Support has been lackluster as well as integration with Epicor Cloud, as Epicor updates we lose integration with DocStar Review Source MH Mike H. ERP Manager Automotive Used the software for: 2+ years ### "ECM for Manufacturing" October 21, 2022 4.0 The experience with the latest implementation was very positive. The consultant provided by Epicor was very knowledgeable and great at implementing. Getting the right implementer is key. Pros The flexibility of the Workflows. Search Capability. Additional uses. Cons Difficult to learn to develop workflows. Switched from [Medius](https://www.capterra.com/p/172465/MediusFlow/) We Switched to Epicor ERP from SAP Review Source TK Thomas K. DIRECTOR OF FINANCE Hospital & Health Care Used the software for: 2+ years ### "dockstar commentary" October 18, 2022 3.0 Fair some good point and some bad Pros It did the job. It was fairly easy for staff to use and successfully allowed us to electronically send and have our managerial staff electronically approve and code their invoices. Cons Was a bit cumbersome to use and was difficult to interface with other systems (G/L) Reason for choosing DocStar ECM We didn't we had Dockstar and moved to Doclink due to improved interfacing capabilities Review Source LR Lee R. Sr. ERP Systems Administrator Plastics Used the software for: 1-2 years ### "ECM is great - but confusing" October 21, 2022 5.0 Thus far, it's been okay - we aren't using it in the way we intended. That will be something that is mostly on our end. Pros It works with Epicor - I can review my documents on the screen. Print Routing works most of time. Cons Very hard to use - setting up users, azure (no instructions) - and would like to get into more of it, but difficult to understand. Review Source JD Jeffrey D. CFO Non-Profit Organization Management Used the software for: 1-2 years ### "Review" October 21, 2022 3.0 It's been frustrating. We asked a lot of the software and implementation became convoluted so there have been a lot of things that didn't route properly and some staff objected to using it because it was complicated and tricky. Pros Replaced Paper-based routing, approval and storage process which was critical when Covid hit. Cons Stuff gets stuck in the approval process, we end up with "exceptions" caught in limbo, learning curve, search feature fails when there's a common word used and we get too many false positives. Review Source lB linda B. VP Insurance Used the software for: 2+ years ### "10/13/22 Doc Star Review" October 13, 2022 4.0 overall its been positive. Pros Reasonable cost; easy to move from what we were using doc star for (back up of our paper files) to using it as a primary filing source when we went paperless; easy to learn Cons Seems slow; lot of steps to file a document; user starts to file the document and the information disappears - have to start the filing process again Review Source LC Linda C. Account Manager Insurance Used the software for: 2+ years ### "Functionality problem" October 18, 2022 3.0 As I mentioned, functionality is a big problem right now and is still unresolved since the problems began back in August. Now two thirds of the way through October I still cannot file scanned items, I cannot e-mail documents to myself, I can't print a document from DocStar. I can only view previously filed documents. All of this is making it very difficult to do my job. Pros When it was working properly, it was a good method of paperless file storage. Cons The fact that I have had problems since August and the DocStar representative is not getting back to or communicating with PIF Technologies, which is the company that bills us for usage of the software. Review Source AK Ann K. Bookkeeper Real Estate Used the software for: 2+ years ### "Doc Star Review" October 19, 2022 4.0 I think overall we are very happy with DocStar. Pros I have easy access to documents of the whole company. If I need a particular document, it is very easy to find. Cons Lack of instructions on the use of the software. I am sure we are not using all the features we could be using. 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