[ DocStar... Reviews ](https://www.g2.com/products/docstar-ecm/reviews) [ DocStar... Reviews ](https://www.g2.com/products/docstar-ecm/reviews) # DocStar ECM Features ##### ## File Management (12) File Type Support Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. Metadata Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary. OCR Scanning Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents. Versioning Keep track of incrementally changing versions of the same file. Collaboration Multiple users can collaborate on document creation, annotation, and review. Document Assembly Autogenerate documents based on templates and form submission. Form Creation Able to create and manage submittable user forms. Portals and Sites Able to create user portals and sites. Disposition Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. Search Can easily find files via a simple and/or advanced search. Web Interface Ability to access documents via a web interface without a client being installed on a device. Mobile Apps iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. Show More ##### ## Workflow (19) Process Automation Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. Conditions The workflow engine provides relevant and customizable conditions on which to execute rules. Activities Any action a user can perform in the system can be specified as an automated action. Records Management System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. Case Management System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable. Template Management Create, save, and re-purpose templates for emails, forms, etc. Document Management Store, manage, and track all electronic documents in a centralized location Metadata Management Collect and maintain structured information that describes data or content Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Digital Asset Management Manage digital assets Task Management Create, manage and track all task activities and progression File Management Create, save, and store files Forms Management Store, manage and track all forms in a centralized location SEO Management Optimize and manage the search engine optimization efforts for a website or digital content Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Website Management Built-in website builder or integration with third-party site User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Show More ##### ## Platform (5) Internationalization Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. Performance and Reliability Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Reporting and Auditing Access pre-built and custom reports to monitor user activity and storage. System of Record Integration Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. APIs Enables custom integration to external systems. Show More ##### ## Setup (6) Activities Provide standard activities and tasks that can be customized by users Flows Users can easily create flows using drag and drop features Dependencies Define and manage dependencies between tasks and workflows Notifications Include alters that can be used with workflows Calendar Management Track and manage schedules and meetings via an integrated calendar Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Show More ##### ## Management (3) Updates Ability to update multiple workflows at the same time Audit Trail Maintain a history of all workflow changes Integration Integrate with ERP or project management software Show More ##### ## Invoice Management (3) Capture Provide features to capture invoices such as import or scanning Supplier Portal Allow suppliers to submit invoices using an online portal Repository Deliver a central repository of AP documents, such as POs and invoices Show More ##### ## Invoice Processing (5) Matching Ability to match AP invoices to POs, contracts, or payments Payments Identify incomplete or late supplier payments Workflows Include workflows for approvals and invoice processing Tax Compliance Comply with local and global tax regulations for collections Recurring Payments Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.) Show More ##### ## Analytics (3) Due Dates Track invoices based on due dates to identify overdue payments Benchmarking Ability to compare AP automation metrics with other companies KPIs Monitor KPIs such as time to process an invoice or erroneous payments Show More ##### ## Integration (4) Accounting Provide integration with accounting and financial management software Payment Integration Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems ERP integration Integrate with existing ERP systems Show More ##### ## Recovery (1) Reporting Offers reporting to aid in minimizing future lost profits and process breakdown Show More ##### ## Audit (4) Filters Includes a library of audit-tested filters to identify AP outliers that are outside company policy Post Audits Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims Overpayments Detects and prevents a wide range of overpayment errors Duplicates Detects and prevents a wide range of duplicate payments Show More ##### ## Fraud (2) Vendor Checks Enables automatic checks of new vendors being set up in the system to combat potential billing schemes Monitoring Provides continuous, proactive fraud monitoring across multiple systems and data formats Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Enterprise Content Management (ECM) (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Workflow Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - AP Automation (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Additional Functionality (187) Data Import/Export Import and export data to and from software applications Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Online Banking Ability to manage transactions online with a mobile device or computer. 1099 Preparation Generate, file and review 1099 tax forms for IRS (Internal Revenue Service) Generative AI Use AI to generate content in the form of text, images, videos, etc. Receipt Management Upload, track, and submit receipts in a central database AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Fraud Detection Identify and prevent suspicious activity Duplicate Payment Alert Receive an automatic notification when the exact same payment is about to be initiated for the second time Document Management Store, manage, and track all electronic documents in a centralized location Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Inventory Management Track and manage inventory levels to maintain proper supply Check Writing Issue payments to third parties via checks Mobile Access Access software remotely via mobile devices Audit Trail A record of all activities within the system, including user access, changes made, etc. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Multi-Currency Manage and handle various international currencies Status Tracking Track the status over time for a request, process, asset, or transaction Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Billing & Invoicing Create, manage, and send invoices or bills to customers Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Anomaly Detection Automatically identify unusual behavior API Application programming interface that allows for integration with other systems/databases ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Aging Tracking Categorizes outstanding invoices based on the amount of time they have remained unpaid Supplier Management Manage all supplier data and operations General Ledger Centralized accounting record which tracks all financial transactions Expense Tracking Monitor and record expenses such as purchases or charges incurred Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Workflow Management Create, design and manage workflows for repetitive tasks Customizable Reports Alter the layout and content of reports Approval Process Control Manage the process of evaluating documents or requests submitted for approval Electronic Funds Transfer Transfer money electronically between two bank accounts Purchase Order Reconciliation Aligns purchase orders with incoming invoices and receiving reports Financial Management Plan, manage, and track the financial activities of an individual or organization Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Content Library Centralized repository to store content and assets Access Controls/Permissions Define levels of authorization for access to specific files or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Information Governance Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Data Capture and Transfer Import, collect, and capture data from multiple sources Indexing Compile and organize data into specific metrics Filtering Find & retrieve relevant data or documents Electronic Signature Digitally sign online documents Version Control Track revisions and updates made to files and navigate between different versions Mobile Access Access software remotely via mobile devices Document Storage Store and organize documents in a centralized system Generative AI Use AI to generate content in the form of text, images, videos, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Single Sign On Allow users to access multiple services after entering their login credentials once Image Editing Edit, touch up, and convert images for publishing Customizable Branding Add customized logos and colors to align with company branding Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Audit Trail A record of all activities within the system, including user access, changes made, etc. Document Review Review and analyze existing information across documents Activity Tracking Track and document all activities across devices, networks, and other systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Secure Data Storage Securely stores data to prevent data loss or breaches Configurable Workflow Configure existing workflows to meet your organization's needs SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Secure Login At least a username and password is required to access the system Content Delivery Distributing content through various platforms or channels Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Mobile Capture Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Templates Sample files or documents that could be customized as needed or used as is File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Template Management Create, save, and re-purpose templates for emails, forms, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Customizable Dashboard Alter the layout and content of dashboards Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Document Management Store, manage, and track all electronic documents in a centralized location Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Progress Tracking Reporting on how each user, task or process has advanced since its initiation Workflow Configuration Alter the default workflow to meet your organization's needs Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Commenting/Notes Leave comments and notes on documents for others to view Task Management Create, manage and track all task activities and progression Forms Management Store, manage and track all forms in a centralized location No-Code Drag and drop/visual interfaces that allow non-tech users to build without writing code Data Import/Export Import and export data to and from software applications Email Management Manage, store and organize emails within the system or via third-party apps Customizable Reports Alter the layout and content of reports Access Controls/Permissions Define levels of authorization for access to specific files or systems Graphical Workflow Editor Create, design and modify the flow and processes of tasks in a project Real-Time Data Receive data and information in real time API Application programming interface that allows for integration with other systems/databases Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Mobile Access Access software remotely via mobile devices Customizable Fields Customize data fields to support various needs and use cases Activity Tracking Track and document all activities across devices, networks, and other systems Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Project Workflow Create, manage, or update project workflows. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Corrective and Preventive Actions (CAPA) Investigate and take action at root cause or error in processes to prevent recurring issues Document Lifecycle Management Series of processes that a document goes through from creation to archiving Reminders Timed notification for any upcoming task, deadline, appointment, or activity Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Compliance Management Track and manage adherence to policies for any service, product, process, or supplier For Medical Purposes Intended for medical use such as diagnosis, treatment, and consultation For Legal Professionals Specifically designed to address the needs of law firms and legal departments Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Risk Assessment Initiate collection and analysis of known risks Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Workflow Management Create, design and manage workflows for repetitive tasks Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Quality Control Ensure that quality requirements and standards are met across production processes Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Approval Process Control Manage the process of evaluating documents or requests submitted for approval Secure Data Storage Securely stores data to prevent data loss or breaches Mobile Access Access software remotely via mobile devices Version Control Track revisions and updates made to files and navigate between different versions Task Management Create, manage and track all task activities and progression Indexing Compile and organize data into specific metrics Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Activity Tracking Track and document all activities across devices, networks, and other systems Disaster Recovery Plan and implement business continuity measures in case of unforeseen events Multiple Format Support Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Change Management Track and monitor efficient handling of all changes/transitions File Management Create, save, and store files File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Document Management Store, manage, and track all electronic documents in a centralized location Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Third-Party Integrations Set up connections to third-party platforms to improve business processes Access Controls/Permissions Define levels of authorization for access to specific files or systems Data Import/Export Import and export data to and from software applications Audit Trail A record of all activities within the system, including user access, changes made, etc. Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws API Application programming interface that allows for integration with other systems/databases Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Electronic Signature Digitally sign online documents Document Review Review and analyze existing information across documents Full Text Search Search for specific words or phrases within a document or database Revision History Track what was updated, who made the changes, compare two revisions, and revert or perform another revision Real-Time Reporting Active reporting of data and metrics Forms Management Store, manage and track all forms in a centralized location Document Generation Custom forms to streamline repetitious aspects of a document SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Access Expiration Management Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc. Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Metadata Extraction Retrieval of embedded metadata that is present within a file Commenting/Notes Leave comments and notes on documents for others to view Document Editing Makes changes to document features such as text, fonts, formatting, etc. File Recovery Recover lost, deleted, or damaged files Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Annotations Highlight content and/or make notations about parts of content Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Email Management Manage, store and organize emails within the system or via third-party apps Customizable Branding Add customized logos and colors to align with company branding Document Capture Scan, move or upload electronic files within the software's repository File Conversion Convert files to a different format Document Storage Store and organize documents in a centralized system Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Metadata Management Collect and maintain structured information that describes data or content Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Autosave The system automatically saves work on an interval without the user needing to manually save For Engineering Documents Training Management Track employee/learner's progression through training programs Version Rollback The process of reverting to a previous version or state Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Status Tracking Track the status over time for a request, process, asset, or transaction Version Comparison The process of cross-checking new versions with previous copies to identify changes Document Check-in/Check-out Document Check-in/Check-out Show More ## Top-Rated Alternatives [ ![Laserfiche](https://images.g2crowd.com/uploads/product/hd_favicon/1549935323/laserfiche.svg "Laserfiche") Laserfiche 4.7/5(1,247) ](https://www.g2.com/products/laserfiche/reviews) [ ![DocuWare](https://images.g2crowd.com/uploads/product/hd_favicon/1522071240/docuware.svg "DocuWare") DocuWare 4.4/5(251) ](https://www.g2.com/products/docuware/reviews) [ 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