DocStar ECM Features
File Management (12)
File Type Support
Based on 73 DocStar ECM reviews. Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Metadata
Based on 57 DocStar ECM reviews. 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. 56 reviewers of DocStar ECM have provided feedback on this feature.
Versioning
Based on 47 DocStar ECM reviews. Keep track of incrementally changing versions of the same file.
Collaboration
Based on 46 DocStar ECM reviews. Multiple users can collaborate on document creation, annotation, and review.
Document Assembly
Based on 51 DocStar ECM reviews. Autogenerate documents based on templates and form submission.
Form Creation
As reported in 41 DocStar ECM reviews. Able to create and manage submittable user forms.
Portals and Sites
Able to create user portals and sites. 36 reviewers of DocStar ECM have provided feedback on this feature.
Disposition
Based on 39 DocStar ECM reviews. 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. This feature was mentioned in 80 DocStar ECM reviews.
Web Interface
Ability to access documents via a web interface without a client being installed on a device. 63 reviewers of DocStar ECM have provided feedback on this feature.
Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. 23 reviewers of DocStar ECM have provided feedback on this feature.
Workflow (5)
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. 70 reviewers of DocStar ECM have provided feedback on this feature.
Conditions
The workflow engine provides relevant and customizable conditions on which to execute rules. 61 reviewers of DocStar ECM have provided feedback on this feature.
Activities
As reported in 56 DocStar ECM reviews. 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. 71 reviewers of DocStar ECM have provided feedback on this feature.
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. 46 reviewers of DocStar ECM have provided feedback on this feature.
Platform (5)
Internationalization
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. This feature was mentioned in 31 DocStar ECM reviews.
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. This feature was mentioned in 71 DocStar ECM reviews.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage. This feature was mentioned in 49 DocStar ECM reviews.
System of Record Integration
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. This feature was mentioned in 47 DocStar ECM reviews.
APIs
As reported in 33 DocStar ECM reviews. Enables custom integration to external systems.
Setup (4)
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
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
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
Invoice Processing (4)
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
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
Integration (3)
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
Recovery (1)
Reporting
Offers reporting to aid in minimizing future lost profits and process breakdown
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
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
Generative AI (1)
AI Text Generation
Allows users to generate text based on a text prompt.
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
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
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





