---
description: Review of DocStar ECM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
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title: DocStar ECM | Reviews, Pricing & Demos - SoftwareAdvice NZ
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Breadcrumb: [Home](/) > [Document Management Software](/directory/722/document-management/software) > [DocStar ECM](/software/32868/docstar-dms)

# DocStar ECM

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> DocStar Enterprise Content Management helps midsize and large organizations securely capture, store, organize, and share documents across the business. The solution supports a wide range of file formats, making it easy to centralize content from multiple departments and systems. Cloud and on-premise deployment options provide flexibility for security, infrastructure, and scalability needs.&#10;&#10;Users can upload content from desktop computers, mobile devices, tablets, and multifunction printers, with cloud access available from any location. Intelligent capture tools extract key data, reduce manual work, and ensure documents are accurately indexed for fast retrieval. DocStar also supports workflow automation for processes such as Accounts Payable, HR onboarding, and contract management.&#10;&#10;Compliance features include version control, audit trails, secure access controls, and retention management. The platform integrates with ERP, accounting, HRIS, and other systems to keep documents and data synchronized. Support is available through an online portal, email, and phone, with perpetual licensing and subscription pricing options.
> 
> Verdict: Rated **4.0/5** by 97 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.0/5** | 97 Reviews |
| Ease of Use | 3.8/5 | Based on overall reviews |
| Customer Support | 3.8/5 | Based on overall reviews |
| Value for Money | 3.8/5 | Based on overall reviews |
| Features | 3.9/5 | Based on overall reviews |
| Recommendation percentage | 70% | (7/10 Likelihood to recommend) |

## About the vendor

- **Company**: Epicor Software
- **Location**: Austin, US
- **Founded**: 1996

## Commercial Context

- **Starting Price**: US$47.00
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: Chinese, Danish, Dutch, English, Finnish, French, German, Spanish, Swedish, Traditional Chinese, Turkish, Vietnamese
- **Available Countries**: Bahamas, Canada, Jamaica, Puerto Rico, US Virgin Islands, United States

## Features

- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Aging Tracking
- Alerts/Notifications
- Approval Process Control
- Archiving & Retention
- Asset Lifecycle Management
- Audit Trail
- Collaboration Tools
- Commenting/Notes
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Content Library
- Content Management
- Customisable Branding
- Customisable Forms

## Integrations (8 total)

- ArcGIS
- Infor CloudSuite
- Kinetic
- Microsoft Excel
- Microsoft Outlook
- Microsoft SharePoint
- Sage 100
- Sage 300

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Document Management Software](https://www.softwareadvice.co.nz/directory/722/document-management/software)

## Related Categories

- [Document Management Software](https://www.softwareadvice.co.nz/directory/722/document-management/software)
- [Records Management Software](https://www.softwareadvice.co.nz/directory/1859/records-management/software)
- [Enterprise Content Management Software](https://www.softwareadvice.co.nz/directory/3485/enterprise-content-management-system/software)
- [Content Management Systems](https://www.softwareadvice.co.nz/directory/4543/cms/software)
- [Accounts Payable Software](https://www.softwareadvice.co.nz/directory/1851/accounts-payable/software)

## Alternatives

1. [Square 9](https://www.softwareadvice.co.nz/software/240523/square-9) — 4.5/5 (141 reviews)
2. [Revver](https://www.softwareadvice.co.nz/software/18244/revver) — 4.4/5 (908 reviews)
3. [Contentverse](https://www.softwareadvice.co.nz/software/357028/contentverse) — 4.1/5 (19 reviews)
4. [Klyck](https://www.softwareadvice.co.nz/software/402277/klyck) — 4.9/5 (29 reviews)
5. [FileHold](https://www.softwareadvice.co.nz/software/3733/filehold) — 4.7/5 (56 reviews)

## Reviews

### "Docstar at Water Company" — 4.0/5

> **Jacob** | *27 October 2023* | Utilities | Recommendation rating: 8.0/10
> 
> **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.

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### "Great product, TERRIBLE company (Epicor, not DocStar)." — 4.0/5

> **Marcus** | *23 September 2020* | Information Services | Recommendation rating: 5.0/10
> 
> **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.  &#10;&#10;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.&#10;&#10;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.
> 
> 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.&#10;&#10;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.&#10;&#10;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.  &#10;&#10;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.  &#10;&#10;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.  &#10;&#10;They don't do that.  They keep charges in Y that would have already been paid as part of X.  Double-dipping.&#10;&#10;Their accounting team is inflexible and will refuse to work with you to resolve the problem.

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### "Doc Star Review" — 5.0/5

> **Kelly** | *8 January 2019* | Banking | Recommendation rating: 10.0/10
> 
> **Pros**: User friendly and so helpful to get to our documents easier than pulling files.
> 
> **Cons**: I really do not have any complaints on doc star.
> 
> Just overall helpful in the loan department. Instead of having to get up and go to the file room, i can easily pull up my docs while sitting at my desk and talking with a customer.

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### "DocStar P21 Review" — 4.0/5

> **Adam** | *13 October 2022* | Wholesale | Recommendation rating: 7.0/10
> 
> **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
> 
> 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.

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### "My expirience of use DocStar ECM" — 4.0/5

> **Yevstakhii** | *28 May 2023* | E-Learning | Recommendation rating: 7.0/10
> 
> **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.
> 
> 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.

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## Links

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| en-GB | <https://www.softwareadvice.co.uk/software/32868/docstar-dms> |
| en-IE | <https://www.softwareadvice.ie/software/32868/docstar-dms> |
| en-NZ | <https://www.softwareadvice.co.nz/software/32868/docstar-dms> |

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