Epicor ECM Details (Features, Benefits, and Other Capabilities)

Last updated on by Editorial Staff
Epicor ECM

Keeping your business running smoothly can be challenging when constantly chasing paperwork. Between managing invoices, tracking shipments, and handling customer service, a lot of paper-pushing goes on in any business.

Epicor ECM (Enterprise Content Management) is the solution to your document management woes. ECM provides a complete set of tools to help you scan, index, capture, store, and retrieve your organization’s information.

This post will show how Epicor ECM can make your business workflow easier. The post also discloses its key features, benefits, and other capabilities.

What is Epicor ECM?

Epicor Enterprise Content Management is a document management system that helps businesses manage their documents more efficiently.

It allows businesses to scan, index, capture, store, retrieve, and route document-based information within their organization. This makes it easier for businesses to keep track of their paperwork and improve their workflow.

It is also called Epicor DocStar.

With the help of this software, you can create custom rules for approvals. In addition, it helps you to manage your organization’s workflow by sending alerts and notifications in real-time.

How does it work?

Let us explore the life cycle of the document in Epicor enterprise content management.

  1. Capture – The system captures all the documents related to your business process.
  2. Classify – Once the document is captured, it is classified according to different types and categories. The document is then processed based on the rules and regulations set by your organization.
  3. Store and Retrieve – After processing, the document is stored in a secure repository for future use. When you need a particular document, you can easily retrieve it from the repository.
  4. Collaborate – The documents can be shared with different teams and departments for better collaboration.
  5. Dispose of – After a certain period; the documents are disposed of according to the organization’s records retention policy.
The life cycle of the document in Epicor ECM

This way, it helps you automate your business processes and makes it easier for you to manage your documents. In addition, it is a secure and reliable document management system that organizations of all sizes can use.

Key Features

Automated data entry

With Epicor DocStar, you can quickly and easily capture data from paper documents through automated data entry.

It allows your team to spend less time on manual data entry and more on other tasks. It will enable you to capture, classify, index, and route data using intelligent data capture software.

Paperless workflow

Epicor enterprise content management can help your business go paperless. It automates your business processes from start to finish with advanced workflow technology. That means you can take care of routine tasks without wasting time and get clear visibility.

Work from anywhere

Epicor DocStar’s web-based interface gives you the freedom to access content and work from anywhere. All you need is a modern browser.

Transportation sheet of Epicor DocStar
Transportation sheet
Overview of reports of Epicor DocStar
Overview of reports

Benefits of Epicor Enterprise Content Management

Automates your business processes

It organizes the documents automatically and submits them to a specific process with the help of artificial intelligence and machine learning.

For example, it generates automatic workflow for accounts payable, accounts receivable, sales, and human resources. And hence reduces the time conception and eliminates errors.

Enhances efficiency and saves time

It allows you to manage your information automatically; hence you can concentrate more on your businesses. In addition, it reduces the use of paperwork, saves time, and increases efficiency.

Improves customer satisfaction

It allows you to keep updated on customer profiles in real time. As a result, it helps to provide good customer service.

Other Capabilities

Automated account payable

With the help of ECM, you can automatically approve or deny invoices. Epicor Enterprise Content Management is a secure and reliable document management system that helps businesses manage their documents more efficiently.

It automates the procure-to-pay cycle from start to finish, saving time and reducing errors.

Sales order automation

With Epicor DocStar, you can automatically generate and validate sales orders from customer purchase orders. That decreases the time and effort spent on manual data entry and ensures data accuracy.

Automated human resources

ECM automates the management of employee records. All the documents related to the employee, such as tax forms, I-9 forms, W-4 forms, and direct deposit authorization forms, are stored in a central repository.

The system integrates with the HIRS system and automatically retrieves and routes these documents to the appropriate departments.

Package work

Provides support to case management of all processes by creating document packages.

Electronic forms

Epicor ECM’s drag-and-drop technology helps you to create custom digital forms easily.

ECM essentials

You can deploy an enterprise content management bundle quickly, and this helps your team to work from anywhere.


Epicor ECM can help businesses of all sizes manage their workflow more efficiently. Streamlining the document management process and providing a secure portal for employees to access documents can help your business run smoother and more efficiently.