DocStar ECM Review

DocStar ECM
Schenectady, NY
Deployment Model:
Free Trial:
Cloud, On-Premise
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DocStar ECM At A Glance

Good: Customizable right panel for any company info, accessible from any device, flexible deployment.
Bad: Not suitable for small-scale initiatives.
Bottom Line: DocStar ECM is a long-time ECM that offers flexbility and intuitive experience.

Product Overview

DocStar ECM is an Enterprise Content Management (ECM) System intended for enterprise initiatives moving from paper-based processes to a fully electronic document system.

DocStar ECM is a browser-based enterprise content-management and process-automation platform enabling global digital transformation. With DocStar, businesses can better leverage their supply chain and operational areas such as finance and human resources.

DocStar ECM is available in two deployment methods: on-premise or cloud. Regardless of deployment, users access the following benefits:

  • Compatible with most scanners and multifunction printers (MFPs)
  • Ability to gain access from any web browser or mobile device
  • Easy to use user interface via a three-panel display
  • Files can be shared with others securely
  • Reduced manual data entry time and errors
  • Less risk for lost files and the ability to find documents efficiently
  • Ability to increase or decrease storage and number of users, based on a company’s needs (there’s no minimum/maximum number of users required)

One other unique feature of DocStar ECM: its right-hand panel within the interface, called the Buzz Space, is a company-customized bulletin board. Companies can place any message, such as announcements, alerts, photos, and more.


DocStar ECM provides the following document management features:

Intelligent Data Capture:

  • Ability to capture documents from any input device
  • Automated indexing, such as barcodes, OCR, and formatting
  • Smart Text extraction of data from content


  • Can create and edit content via this feature, such as custom rules for processing
  • Distribute information automatically based on custom rules
  • Workflow alerts and other notifications in real time
  • Monitor content and its progress via dashboard

Version Control:

  • Track documents through multiple revisions while including multiple editors
  • Storage of an unlimited number of revisions
  • Ability to assign user access and role of access (i.e. view only or ability to edit)
  • Audit trail of all edits, such as who makes the edits, date of changes, etc


  • Ability to find document or content in less time
  • Utilizing a Google-style task bar, users can search by text, fields, annotation, or name of content
  • Locate content with a similar-sounding name via “Fuzzy” searches
  • Simple or advanced searches, such as structured Boolean

Document Retention:

  • Automatically place document in review folder
  • Apply document freezes when needed
  • Help users comply to legal or regulatory compliance


  • Users can access documents/content from any device, including participating in workflows and collaborating with other editors


  • Content protected via secure encryption
  • Access to users based on roles/permissions (view only, edit data, etc)
  • Access via Single Sign-On
  • All information stored in a secure central place


  • Easy to use drag-and-drop forms builder
  • Auto-populate data from other systems
  • Automated e-mail alerts for form status

DocuSign integration:

  • Sign documents from anywhere on any device
  • Email documents for instant signature and return
  • Ensure documents are secure with encryption and complete audit trail

Target Market

DocStar’s solutions are targeted in many different industries, including healthcare, manufacturing, education, government, and banking/insurance. We’ve listed 10 of its customers below:

  • Capital Cardiology Associates, PC
  • City of Camden, NJ
  • Harley Davidson
  • Wendy's
  • Professional Insurance Agents of Georgia
  • New York Credit Union
  • Kansas School District
  • United Way of Greater Knoxville
  • Coldwell Banker
  • WOLF Manufacturing and Distribution

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DocStar ECM is available through both on-premise and cloud deployments.

DocStar offers online training for users to customize the workflow to fit their schedules. Courses range from the basic fundamentals of the software to workflow design and batch import. Courses last from an hour to four hours or more, depending on the topic.

Customer Service & Support

Users can contact customer support via phone or email. They can also access the dedicated Support Portal, where they can chat with customer support, access software downloads, and browse the knowledge base for troubleshooting issues.


DocStar doesn’t publicly release its pricing information. Please contact the vendor directly for a quote.


Even though small businesses have used DocStar, it’s mainly targeted to mid-market to enterprise-sized companies.


Epicor Screenshot 1
Epicor Screenshot 2
Epicor Screenshot 3


DocStar is an Epicor solution. In 1994, DocStar started out as a document imaging division of Bitwise Designs. Throughout the years, it provided content management and document management solutions to companies of all sizes and industries.

DocStar integrates Epicor solutions as well as ERP and accounts platforms from Microsoft, Infor, Sage, SAP, Karmak and more.

DocStar has also received awards over the years including Albany Business Review’s Best Places to Work (for 2013, 2014 and 2016), KMWorld’s 2017 100 Companies that Matter in Knowledge Management and Business Solutions’ Best Enterprise Content Management Channel Vendor for 2013 to 2016. It’s also the Leader in Nucleus Research’s Content Management Value Matrix.


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