# Page 4 | DocStar ECM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of DocStar ECM ## Showing most helpful reviews Showing 76-97 of 97 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JG June G. Administrator Hospital & Health Care Used the software for: 2+ years ### "Docstar for Record management" November 14, 2018 5.0 great product - We have created several fillable PDF's that can be routed accordingly. Also uploaded all paper medical records making room for more offices Pros Easy to use - able to upload several documents and arrange as needed. All Medical Records/personnel files can be stored electronically instead of paper Cons No cons, we were abnle to easily scan documentes into the system and rename and process them without dificulty Review Source PT Patrick T. CFO/CIO Medical Devices Used the software for: 2+ years ### "Not used to it's potential" October 13, 2022 3.0 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. Reason for choosing DocStar ECM Epicor said they had built the integrations with Epicor so we didn't have to. However, when we tried to link more meta data from Epicor to the documents we were not successful and support wasn't able to help us, so that was frustrating, and we gave up trying. Review Source JM Jason M. IT Administrator Transportation/Trucking/Railroad Used the software for: 6-12 months ### "Setup hurt the final product" October 13, 2022 3.0 Pros The software works under ideal conditions. Cons I think it could benefit from an option to restart an entire user workflow at a specified interval. Review Source MR Mario R. Manager, Accounting Operations Education Management Used the software for: 2+ years ### "DocStar Review" September 25, 2020 3.0 Pros Once you understand where everything is, navigation throughout the system is pretty straightforward. Form templates can have as much, or as little data fields as needed. Cons We didn't get the sort of consulting support you would expect from the company. Our implementation was handled in a way that resulted in functionality issues later on resulting from system upgrades. Review Source DC D C. Used the software for: ### "Deep knowledge of Dynamics GP and AP automation a huge plus!" December 19, 2016 5.0 As a leader in the mortgage space, we handle thousands of documents a month as well as invoices. Everything was processed and handled manually, causing dozens of hours of work every week, errors and delayed approvals and payments, all leading to additional expenses. Trying to find documents for audits was a tedious, costly process and storing documents in file cabinets exposes our organization to theft and loss. We met with the top 4 or 5 vendors in addition to docSTAR and docSTAR met every one of our requirements. 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. We would definitely go with docSTAR again. Pros Non-technical staff can build workflows very easily, saving our IT resources time. Deep knowledge of GP was essential for an easy implementation. Our staff found eclipse easy to learn and use without a lot of training. It's very intuitive. Storing content digitally will give us a fast return on investment in labor and storage. Finding new uses for the solution all the time. Review Source Response from Epicor Software December 20, 2016 We work really hard to make sure our customers have fantastic experiences with our products and team. We are really happy to hear that the solutions are saving you time and money, our teams' expertise is helping you work more efficiently and that you are able to expand your Return on Investment with the MS Dynamics integration and new use cases! MJ Marsha J. User Support Specialist Government Relations Used the software for: 6-12 months ### "I like that it allows us to store and retrieve docs and remotely and wherever I work" September 7, 2017 4.0 Well the benefits are that it assisted my sales activities, and client follow ups because I was able to work remotely as I was able to retrieve my information anywhere at anytime. I was able to share documents with my team and we were able to collaborate though we were not in office. Pros Before we were not able to store and manage any document remotely from anywhere we were on my tablet or phone and at times I wasn't able to use my work laptop. And also that it integrates seemlessly with ERP tool. I am able to plan better and my pipeline is affected as I can manage this also Review Source Response from Epicor Software September 8, 2017 Thank you for your review Marsha. We are so happy that you're finding good value with our AP automation solution. VR Verified Reviewer Associate Non-Profit Organization Management Used the software for: 1-2 years ### "Not so efficient for us, maybe more useful for others" September 16, 2019 2.0 The thing that has made DocStar helpful at all has been the fact that our accounting team created detailed tutorials for staff use. The program crashes often and seems to randomly lose documents all the time, and its user interface isn't the friendliest. Pros DocStar is good for those who don't work with expense reports often as it is very baseline as far as advancements go. Cons DocStar doesn't offer a whole lot in terms of user-friendliness and accommodation. It feels clunky to use and it's very easy to get lost/lose your entire work if you're not careful. Review Source JN Jay N. CFO Sporting Goods Used the software for: Less than 6 months ### "I would like to use DocStar" October 13, 2022 3.0 Pros We hope to take advantage of integration with Epicor and finding documents within the sales order. We hope to replace existing workflows that we have for our sales orders with custom graphics requirements. Cons We have been trying to implement DocStar for months. We opened a SOW to help with the install/configuration and to get initial training. Somehow the install/configuration took almost all of the hours estimated for both tasks. We are currently waiting for Rod Silvers to get back with us on this overage and then to get the initial training scheduled. Review Source DL Dillon L. Process Enginer Used the software for: 6-12 months ### "I use periodically" September 5, 2017 4.0 Pros The feature that I like the most about the softwareis its ability to help us organize our documents Cons The reason that I have a certain dislike towards the software is because it's not super easy to use and could use some more online tutorials Review Source Response from Epicor Software September 6, 2017 Thanks for your review Dillon! We have a number of training resources available to you. I will be reaching out to you to get your email address to Salesforce to make sure you receive our regular customer emails and providing web addresses so you can access our training portals. 1. CareCentral is our online user empowerment portal & features a number of materials including manuals, Tip of the Week, Knowledge Base & an eLearning module, which features a number of courses as well as our popular Micro Lessons series, quick ¿how-to¿ videos that are under 3 minutes long. 2. Built-in tutorials using Walk-Me ¿ just hover over the DocStar menu and select Step-By-Step. Find the function you¿re looking for, and you¿ll be guided through the process with online tips. 3. DocStar¿s Help Wiki has a number of resources including documentation and recordings of past WebEx courses 4. Live Training Events via WebEx 5. If you have a support issue, you can reach our support team via email BS Brandon S. Controller Utilities Used the software for: 1-2 years ### "We love DocStar" May 8, 2020 4.0 Slow out of the gate, but we process several documents daily now and are very happy Pros Ease of workflow setup eConnect functionality Cons Nothing, we are happy about the product!!! Review Source BB Ben B. Biller Insurance Used the software for: 6-12 months ### "Find documents easily" March 31, 2018 5.0 Pros our documents were a complete mess. We'd tried keeping lots of folders and that sort of thing but it never worked out. Just kept getting too convoluted and no one could ever find what they were looking for. This really helped fix that! Cons feels kind of expensive for what it is, but for us it has proved worth it. If you're a small company probably not for you. Review Source EUS Emre Utku S. Software Engineer Computer Software Used the software for: Less than 6 months ### "Company level content management solution" August 1, 2022 5.0 Pros DocStar ECM makes the company level content management solution development easy. Cons DocStar ECM would be a great system if they would release a better online API documentation. Review Source MW Michelle W. Billing Insurance Used the software for: Less than 6 months ### "Deposits" December 11, 2019 5.0 I use it everyday and it looks complicated but it is really east Pros Pretty easy to use and upload copies of checks and to file when done. Everything is user friendly! I Cons You can’t use caps to find the clients. You have to be careful not to put the amount where the check number is Switched from [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) Went to a new job Review Source JD Jeff D. IT Business Analyst Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "Still tring to set it up" October 18, 2022 1.0 Pros IDC looks interesting - just got it set up and still need adjustments for it to be beneficial to work correctly. Cons Setting up - the people we hired to set it up have taken so long we have not used it. Have not used it so the fact that they can't get it installed could mean it is not dependable? Review Source BE Brent E. Director of Finance Logistics and Supply Chain Used the software for: Less than 6 months ### "Great Product and Service" October 14, 2022 4.0 Pros I like the support I receive from the Mosaic Team. Cons Sometimes the software is not extremely user friendly, but the Mosiac team is able to support. Review Source KJ Kevin J. System support Education Management Used the software for: 2+ years ### "Docstar" October 21, 2022 3.0 Pros Scanning and discovery is records was easy sure end user. Cons Support lacking at times. Pulling data from the scanned records wasn't implemented as promised during our last upgrade. Review Source BH Brian H. Escalation Engineer Information Technology and Services Used the software for: Less than 6 months ### "It Works - Could Be Better" October 18, 2022 4.0 Though the setup of the product can be rather complicated, with enough support involvement it is a workable product once everything is set up and you know where to go. Pros Document capture/storage and sharing functionality works well enough. Interface is workable. Nice to be able to have a centralized location for multiple offices. Cons The interface can be a bit overwhelming. It is tough to know exactly what fields to search and requires some extensive training to use properly. Definitely not a "pick up and go" type of product. Review Source TF Thomas F. Manager Used the software for: ### "docSTAR is the easiet to use" October 16, 2014 5.0 I have had docstar document management system for over 15 years in my townships offices and it not only saves us time, money and space it makes locating all of our document, large and small, very easy in seconds. We also use it for our A/P and locating assets within the township. docstar integrates with our GIS systems and makes it very easy to locate documents, permits and any assets with a click of a button. As I remember the overall installation plan took only a hours and the cost plan worked great with our supervisors budget. Review Source Response from Epicor Software October 16, 2014 Thank you for your review Thomas and we're very happy that you're still satisfied with your investment in our document management software. CW Cory W. Solutions Architect Construction Used the software for: Less than 6 months ### "Horrible experience ending with litigation with PIF Technologies." October 13, 2022 1.0 Pros There is nothing good about this software. Cons It's completely useless. PIF never delivered the solution based on this software. Up front costs were exhorbitant. PIF billed my client hundreds of thousands of dollars and NEVER DELIVERED ANYTHING in the SOW. Review Source TN Tina N. Used the software for: ### "Great for small businesses." February 9, 2017 5.0 Easy to use; If you have a problem you can chat online with customer service. I like that the best. It is quick and they can log into your system and see exactly what needs to be done. Review Source Response from Epicor Software February 9, 2017 Thank you so much for the kind words Tina! Our support team loves chatting with our customers and helping them with their product questions! I'm glad you find the solution easy to use too. Be sure to check out our Micro Lessons on CareCentral. Dawn DiLorenzo Digital Marketing Manager HA Hasan A. Supply Chain Analyst Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "Great Functionality" October 13, 2022 4.0 Very good features and abilities. Pros The workflow process and ability to store important documentation. Cons Not too much graphic friendly, but it might require customization. Review Source bK bruce K. President Machinery Used the software for: Less than 6 months ### "Struggled and gave up" October 18, 2022 1.0 Terrible put a lot of time and money into it and could not get anything out of it. Pros more control in sending and storing atttachments Cons Could not get anything to work on a consistent basis Reason for choosing DocStar ECM I needed it to switch to Epicor cloud but neither proved to be functional for me. Review Source Similar Products Featured ## Related categories [Enterprise Content Management](https://www.capterra.com/enterprise-content-management-software/)[Document Management](https://www.capterra.com/document-management-software/)[Content Management](https://www.capterra.com/content-management-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.