DocStar wants people to just search OCR and meta, that's fine until it comes time to navigate common names and terms.
Also, the folder interface has zero power or utility where it could be a standout (people still think in terms of folders). The forms tool is simple and powerful and I was able to get most of what I wanted done.Įverything being workflow-driven makes sense, but the UI does not. Integrating with Azure AD was a bit picky but once it works, it works. Their accounting team is inflexible and will refuse to work with you to resolve the problem. They keep charges in Y that would have already been paid as part of X. 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. 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. 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.
#DOCKSTAR SOFTWARE HOW TO#
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. aling with Epicor, the parent of DocStar, is a nightmare. I've got no real complaints with the product most of what I encountered are experiential things. There are some functionality gaps but they would apply to only the largest of companies. DocStar does roughly 80% of what the big players do. I also know that many of the products "lose their way" in their quest for profits. I know what I want them to do and how I want them to do it. I have almost 20 years experience with competing content management platforms so I'm not new to it. Great product, TERRIBLE company (Epicor, not DocStar).
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