Epicor ECM (DocStar)
by Epicor · Document Management
Enterprise content management and business process automation for documents and approvals.
- Works with
- Epicor Kinetic, Epicor Prophet 21, Epicor Eclipse, Karmak Fusion, Microsoft Dynamics, Sage, Oracle, SAP, Infor
- Deployment
- Cloud, On-premise, Hybrid
- Company size
- Mid-market, Enterprise
- Pricing
- Subscription and perpetual licensing; quote-based
Overview
Epicor ECM, formerly known as DocStar, is a browser-based enterprise content management (ECM) and business process automation platform. It lets organizations capture, store, and manage documents from any location and device, replacing paper-based and shared-drive filing with a central repository that supports indexing, version control, audit trails, and retention policies. Although it is owned and sold by Epicor, the product is positioned as ERP-agnostic and can connect to a wide range of ERP, accounting, CRM, and line-of-business systems rather than being limited to Epicor's own ERPs.
The platform pairs document storage with workflow automation. Users build approval and routing rules on a graphical canvas, create electronic forms with drag-and-drop tools, and apply AI-assisted Intelligent Data Capture (IDC) to classify documents and extract field-level data automatically. These capabilities underpin packaged automations for accounts payable (including two- and three-way invoice matching), accounts receivable, HR onboarding, sales order processing, and contract management. A DocuSign connector adds electronic signature to document workflows.
Epicor ECM is offered as cloud SaaS, Epicor-hosted, and on-premises deployments with a consistent feature set across models, plus an AWS GovCloud option for regulated and ITAR-aligned environments. It includes ValiDate document-integrity hashing, configurable retention and audit controls, full-text and structured search, and native iOS and Android apps that cover most desktop functions. It is used by manufacturers, distributors, and other mid-market and enterprise organizations that need to digitize document-heavy processes and tie them back to their ERP of record.
Features & capabilities
Document capture and intelligent data extraction
Bringing documents into the repository and reading their contents.
- AI/ML-based Intelligent Data Capture (IDC) for automatic document classification
- Field-level data extraction that improves as more documents are processed
- Master Document Splitting to break multi-document files into individual records
- Capture from scanners, email, file import, and mobile devices
- Automatic routing of captured documents into the correct workflow
Workflow and process automation
Routing, approvals, and forms without manual chasing.
- Graphical drag-and-drop workflow designer with custom business rules
- Conditional routing and automatic content distribution
- Electronic forms built with drag-and-drop tools
- Touchless workflows for AP, AR, HR, and sales processes
- DocuSign electronic signature integration
- Automated enforcement of approval hierarchies
Accounts payable automation
Packaged AP workflow on top of capture and routing.
- Automated invoice capture and data extraction via IDC
- Two- and three-way matching against purchase orders and receipts
- Touchless invoice approval and routing
- Reduction of duplicate, lost, or late payments
- Two-way API write-back of invoice data to the ERP
Search, security, and compliance
Finding documents and keeping them controlled.
- Google-style context search with auto-complete and Boolean queries
- Full-text search across the repository
- ValiDate document-integrity hashing (encrypted digital fingerprint)
- Audit trails tracking all document views and edits
- Configurable document retention policy enforcement
- Role-based access controls
Access, integration, and deployment
How users and other systems reach the content.
- Native iOS and Android apps with near-full desktop functionality
- Browser-based access across major browsers
- Two-way REST API for ERP and line-of-business integration
- Prebuilt connectors for Epicor Kinetic, Prophet 21, Eclipse, and Karmak Fusion
- Cloud, Epicor-hosted, on-premises, and GovCloud deployment options
- ECM Agent for Prism for natural-language queries
Common use cases
- Automating accounts payable invoice capture, matching, and approval
- Centralizing and securing ERP-related documents in one repository
- Digitizing HR onboarding and employee file management
- Routing sales orders and order documents for approval
- Managing contracts with retention and audit controls
- Applying and enforcing document retention and compliance policies
- Giving field and remote staff mobile access to documents and approvals
Strengths & considerations
Strengths
- ERP-agnostic by design despite Epicor ownership, with connectors and a two-way API spanning Epicor, Dynamics, Sage, Oracle, SAP, and Infor
- Prebuilt connectors for Epicor Kinetic, Prophet 21, Eclipse, and Karmak Fusion reduce ERP integration effort
- Intelligent Data Capture brings AI classification and extraction into the core capture flow
- Consistent feature set across cloud, hosted, and on-premises, plus an AWS GovCloud option for ITAR-aligned work
- ValiDate hashing provides per-document tamper-evidence with a visible validity stamp
Considerations
- Reviewers describe the interface as feeling dated and occasionally slow despite recent UI updates
- Advanced workflow customization can be difficult to configure without professional services
- Support beyond the base contract is frequently chargeable as professional services
- Pricing is not published on the vendor site and requires a sales quote
- Deeper value depends on tight ERP integration, which adds implementation scope
ERP integrations
Pricing
Epicor does not publish ECM pricing on its site; pricing is provided via sales quote. Subscription (SaaS) and perpetual on-premises licensing are both available. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- Epicor-hosted SaaS on AWS, customer on-premises, or AWS GovCloud for regulated/ITAR-aligned environments
- Compliance
- IDW PS 880 (German audit certification), ITAR-aligned (GovCloud)
- Mobile app
- Yes
About the vendor
- Notable customers
- Guillevin International, Peterbilt, Applegreen, Audiotonix, Dexter Magnetic Technologies, BV Dairy, Enjet Aero
Alternatives to Epicor ECM (DocStar) in Document Management
Epicor ECM (DocStar) — frequently asked questions
Does Epicor ECM only work with Epicor ERP?
No. Although it is owned and sold by Epicor, the product is positioned as ERP-agnostic. It has prebuilt connectors for Epicor Kinetic, Prophet 21, and Eclipse, and a two-way API that connects to Microsoft Dynamics, Sage, Oracle, SAP, Infor, and other accounting or business systems.
Can Epicor ECM be deployed on-premises?
Yes. It is available as cloud SaaS, Epicor-hosted, and on-premises, with a consistent feature set across models. An AWS GovCloud option is offered for regulated and ITAR-aligned environments.
What does Intelligent Data Capture (IDC) do?
IDC uses AI and machine learning to classify incoming documents and extract field-level data automatically. It powers automations such as AP invoice matching, and its accuracy improves as more documents are processed.
Is there a mobile app?
Yes. Native iOS and Android apps provide most desktop functionality, letting users view documents, approve items, and assign or act on workflows from a phone or tablet.
How much does Epicor ECM cost?
Epicor does not publish ECM pricing on its website. It is sold via quote, with both subscription (SaaS) and perpetual on-premises licensing models available.
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