DocStar ECM Features

Centralized repository to store content and assets

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info.

Assemble applications and processes by dragging over and arranging pre-built components

Provides a channel for team members to share media files, communicate, and work together

View and track pertinent metrics to find patterns and gain insights from data

Import, collect, and capture data from multiple sources

Compile and organize data into specific metrics

Find & retrieve relevant data or documents

Digitally sign online documents

Track revisions and updates made to files and navigate between different versions

Access software remotely via mobile devices

Store and organize documents in a centralized system

Use AI to generate content in the form of text, images, videos, etc.

Manage the process of evaluating documents or requests submitted for approval

Allow users to access multiple services after entering their login credentials once

Edit, touch up, and convert images for publishing

Add customized logos and colors to align with company branding

Search and filter data across systems to locate required information by entering keywords or certain criteria

Attach digital tags to documents and assets for identification, search, or monitoring purposes

A record of all activities within the system, including user access, changes made, etc.

Review and analyze existing information across documents

Track and document all activities across devices, networks, and other systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Securely stores data to prevent data loss or breaches

Configure existing workflows to meet your organization's needs

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

At least a username and password is required to access the system

Distributing content through various platforms or channels

Extra layer of security that requires not only a password and username but also something specific to that user

Pre-designed layouts that can be customized to match preferences and requirements

Ability of websites, web applications, or mobile applications to function without an active internet connection

Sample files or documents that could be customized as needed or used as is

Public or private sharing of digital files such as documents, audio/video, images, and more

Use AI to generate content in the form of text, images, videos, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Investigate and take action at root cause or error in processes to prevent recurring issues

Series of processes that a document goes through from creation to archiving

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Pre-designed layouts that can be customized to match preferences and requirements

Intended for medical use such as diagnosis, treatment, and consultation

Specifically designed to address the needs of law firms and legal departments

Notifications that are delivered to users as soon as an event occurs

Assemble applications and processes by dragging over and arranging pre-built components

Create, design and manage workflows for repetitive tasks

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Ensure that quality requirements and standards are met across production processes

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Manage the process of evaluating documents or requests submitted for approval

Securely stores data to prevent data loss or breaches

Access software remotely via mobile devices

Track revisions and updates made to files and navigate between different versions

Create, manage and track all task activities and progression

Compile and organize data into specific metrics

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and document all activities across devices, networks, and other systems

Plan and implement business continuity measures in case of unforeseen events

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Track and monitor efficient handling of all changes/transitions

Create, save, and store files

Public or private sharing of digital files such as documents, audio/video, images, and more

Store, manage, and track all electronic documents in a centralized location

Automated or logic-based workflows that assist in the creation of electronic documents

Set up connections to third-party platforms to improve business processes

Define levels of authorization for access to specific files or systems

Import and export data to and from software applications

A record of all activities within the system, including user access, changes made, etc.

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Application programming interface that allows for integration with other systems/databases

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Digitally sign online documents

Review and analyze existing information across documents

Search for specific words or phrases within a document or database

Track what was updated, who made the changes, compare two revisions, and revert or perform another revision

Active reporting of data and metrics

Store, manage and track all forms in a centralized location

Custom forms to streamline repetitious aspects of a document

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc.

Ability to recognize printed or written text within digital images or scanned documents

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Retrieval of embedded metadata that is present within a file

Leave comments and notes on documents for others to view

Makes changes to document features such as text, fonts, formatting, etc.

Recover lost, deleted, or damaged files

Highlight content and/or make notations about parts of content

Manage, store and organize emails within the system or via third-party apps

Add customized logos and colors to align with company branding

Scan, move or upload electronic files within the software's repository

Convert files to a different format

Store and organize documents in a centralized system

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Automatically create schedules based on business needs or employee availability and qualifications

Collect and maintain structured information that describes data or content

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

The system automatically saves work on an interval without the user needing to manually save

Track employee/learner's progression through training programs

The process of reverting to a previous version or state

Electronic signing method that validates the authenticity and integrity of a digital document

Track the status over time for a request, process, asset, or transaction

The process of cross-checking new versions with previous copies to identify changes

Document Check-in/Check-out

Import and export data to and from software applications

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)

Use AI to generate content in the form of text, images, videos, etc.

Store, manage, and track all electronic documents in a centralized location

Track and manage adherence to policies for any service, product, process, or supplier

Access software remotely via mobile devices

A record of all activities within the system, including user access, changes made, etc.

View and track pertinent metrics to find patterns and gain insights from data

Manage and handle various international currencies

Track the status over time for a request, process, asset, or transaction

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Automatically identify unusual behavior

Application programming interface that allows for integration with other systems/databases

Creation, processing, verification, and execution of invoices till the payment is made

Categorizes outstanding invoices based on the amount of time they have remained unpaid

Manage all supplier data and operations

Centralized accounting record which tracks all financial transactions

Monitor and record expenses such as purchases or charges incurred

Compare and match accounting/financial records with corresponding bank statements

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Manage the process of evaluating documents or requests submitted for approval

Transfer money electronically between two bank accounts

Aligns purchase orders with incoming invoices and receiving reports

Plan, manage, and track the financial activities of an individual or organization

Streamlining repetitive tasks and activities through automated and predefined workflows

Assemble applications and processes by dragging over and arranging pre-built components

Create, save, and re-purpose templates for emails, forms, etc.

Manage the process of evaluating documents or requests submitted for approval

Alter the layout and content of dashboards

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Store, manage, and track all electronic documents in a centralized location

Observe and track the demand, usage, progress or quality of a system, product, or user

Reporting on how each user, task or process has advanced since its initiation

Alter the default workflow to meet your organization's needs

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Import and export data to and from software applications

Manage, store and organize emails within the system or via third-party apps

Alter the layout and content of reports

Define levels of authorization for access to specific files or systems

Create, design and modify the flow and processes of tasks in a project

Receive data and information in real time

Application programming interface that allows for integration with other systems/databases

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access software remotely via mobile devices

Customize data fields to support various needs and use cases

Track and document all activities across devices, networks, and other systems

Track and report regulatory data to either internal management or external stakeholders

Set & manage permission levels based on user roles and restrict access to only authorized individuals

View and track pertinent metrics to find patterns and gain insights from data

Create, manage, or update project workflows.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Offers reporting to aid in minimizing future lost profits and process breakdown

Enables automatic checks of new vendors being set up in the system to combat potential billing schemes

Provides continuous, proactive fraud monitoring across multiple systems and data formats

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.)

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

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.

Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.

Keep track of incrementally changing versions of the same file.

Multiple users can collaborate on document creation, annotation, and review.

Autogenerate documents based on templates and form submission.

Able to create and manage submittable user forms.

Able to create user portals and sites.

Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.

Can easily find files via a simple and/or advanced search.

Ability to access documents via a web interface without a client being installed on a device.

iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.

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.

The workflow engine provides relevant and customizable conditions on which to execute rules.

Any action a user can perform in the system can be specified as an automated action.

System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.

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.

Create, save, and re-purpose templates for emails, forms, etc.

Store, manage, and track all electronic documents in a centralized location

Collect and maintain structured information that describes data or content

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Manage digital assets

Create, manage and track all task activities and progression

Create, save, and store files

Store, manage and track all forms in a centralized location

Optimize and manage the search engine optimization efforts for a website or digital content

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Built-in website builder or integration with third-party site

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.

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.

Access pre-built and custom reports to monitor user activity and storage.

Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.

Enables custom integration to external systems.

Provide standard activities and tasks that can be customized by users

Users can easily create flows using drag and drop features

Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows

Track and manage schedules and meetings via an integrated calendar

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Integrate with existing ERP systems

Track invoices based on due dates to identify overdue payments

Ability to compare AP automation metrics with other companies

Monitor KPIs such as time to process an invoice or erroneous payments

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Includes a library of audit-tested filters to identify AP outliers that are outside company policy

Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims

Detects and prevents a wide range of overpayment errors

Detects and prevents a wide range of duplicate payments

Ability to update multiple workflows at the same time

Maintain a history of all workflow changes

Integrate with ERP or project management software

Provide features to capture invoices such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices