Paper forms that are scanned or re-keyed into your database cause loss of data, efficiency, and profitability. Fillable PDFs help bridge the gap between paper and true e-forms, but without real-time workflow integration, you’re missing out on a truly paperless process. With Epicor ECM (the new name for DocStar®) Forms, easily create custom forms with drag-and-drop technology—no need for IT, complex coding, or expensive third-party resources. Your teams can access Epicor ECM Forms on any device, and integration with your existing line of business software allows for automated notifications of workflow assignment to help ensure faster, more efficient processing across every department.
Below are the 4 main benefits that you can enjoy using Epicor ECM:
Cloud or On Premises
Support your mobile and office users with a web browser interface, which makes Epicor ECM ideally suited for deployment in the cloud or on premises for all Epicor systems.
Intelligent Data Capture
Capture documents from any scanner, MFD, email, or watched folder and employ Artificial Intelligence (AI) to extract data fields without hours of building templates.
Integrations
Benefit from the deepest integrations to your Epicor system, including file attachments, AP Automation,Sales Order Automation, and PO Acknowledgement.
ECM PackageWork
End the paper chase and assemble large packages of documents for a specific shipment or other scenario in a few seconds time.
With Epicor ECM, it helps to replace as many users involved steps as possible in documentation processes include capture, classify, store & retrieve, collaborate and dispose data.
Below are the operational areas that benefits using Epicor ECM:
HR
Employee Records, Compliance, Auditing
Accounting (AP/AR)
Approvals: Purchase Requisitions/Orders; Vendor Invoices; Shipping/Receiving documents; Payment Information; Supporting Documentation
Operations
Legal Documents: Corporate Leases; Reports; Minutes; Public Relations; Space savings, Audits, Subpoenaed Records
Service
Service Tickets: Repair Orders & Associated documentation; Customer Responsiveness
Sales
Contracts and Sales Agreements; Supporting customer documentation
Manufacturing
Order processing; Change orders; QC and Procedure documents
Epicor ECM will complete your content digital transformation and help you apply automation to more areas of your business. The end result will be a fully digitized and automated repository that eliminates the waste and double-handling associated with storing, accessing, and processing paper and other document types including email, faxes, and virtually unlimited file types.
Want to know more about Epicor ECM?
Contact Finsoft for more information and let us be your trusted digital transformation partner!