DocSTAR stands for “DOCument STorage And Retrieval”, and that is exactly what it does. A single document can exist in multiple folders at the same time in DocStar.The Epicor attachment system was built first in a file system. I am looking for feedback on best practices for setting up security within DocStar. So let’s say you have a company ID of ACM and document type of Order. 0000002717 00000 n It also lets you define each user and what rights he or she has to each classification. 0000001326 00000 n 0000005973 00000 n DocStar Enterprise Content Management is a flexible and scalable cloud-based solution that lets you manage all your content securely, enables you to process content quickly and efficiently with automated workflows, and helps you cut costs while improving productivity across your organization. 0000085437 00000 n 0000085229 00000 n I think your best option is to get with a DS implementation team (the same that helped me is working with There is a LOT to understand but once it’s set up it’s quite nice. 0000005734 00000 n We’re doing a full combination of Epicor Attachments and standalone DocSTar for HR, and we are multi-company, multi-approver (for AP processing) AND we’ve integrated ADMike has a Doc-Hollywood-Star of fame on a sidewalk in Virginia somewhere…Thanks, Mike. 0000003143 00000 n

DocSTAR User’s Guide 1-3 Welcome Welcome to DocSTAR: easy, fast, smart document management. DocStar Efficient and automated document management is essential to achieving your business goals.

0000004946 00000 n DocStar ECM Securely Manage Content Through Its Entire Lifecycle DocStar Enterprise Content Management (ECM), an Epicor solution, is a scalable, strategic cloud-based tool that allows you to manage all of your content securely—from capture to destruction. Epicor will place the document attached to the Order in this this folder:Epicor also builds a Security group based on your document type that is the document type plus the company ID, e.g. 1786 0 obj << /Linearized 1 /O 1789 /H [ 1326 1415 ] /L 736763 /E 87707 /N 44 /T 700923 >> endobj xref 1786 22 0000000016 00000 n trailer << /Size 1808 /Info 1768 0 R /Root 1787 0 R /Prev 700911 /ID[ %PDF-1.3 %���� The full explanation would take some time. Groups may be applied to other areas, as discussed below. We’re working with a team from Epicor now but the support we’ve received so far helps us get the system up and running.Like you, we’d like to have Epicor attachments as well as standalone with AD for maintaining our groups but I haven’t yet gone through the ERP DocStar Integration for Epicor Customers course There is a lot to it and a lot of ways to do things, so education is always the best choice! DocStar SE provided innovation in the document imaging/management field by allowing simultaneous access to over 100 users at a time per system. I am looking for feedback on best practices for setting up security within DocStar. 0000061816 00000 n In March 2001, BitWise designs officially changed its name to AuthentiDate Holding Corporation and began trading under the NASDAQ symbol ADAT. Insights 2020 Update. 0000026932 00000 n My team has read the DocStar documentation but would like some real life examples used in supporting a multi-site company with multiple approval groups based on content type and possibly meta data within a given content type. It explains all this in great detail.We’re doing a full combination of Epicor Attachments and standalone DocSTar for HR, and we are multi-company, multi-approver (for AP processing) AND we’ve integrated AD into the mix so we do not have to manage groups/users inside Docstar.Is there anything specific? Furthermore, … More importantly, it does it in a way that minimizes the need to understand computers, databases, or software. 0000004036 00000 n 0000004969 00000 n The principal purpose of a group is to simplify security rights maintenance. 0000085578 00000 n 0000002741 00000 n

If no security is established, all DocSTAR Users are “GUEST”. 0000001171 00000 n A Group may be integrated (linked) with Active Directory if desired. Together, we are facing a truly unprecedented situation. 0000003804 00000 n Group: Users “Users” is the name of one group that is created automatically in docSTAR. This window gives you the ability to define groups (called Classifications) for confidential documents. As you may already know, there’s really no concept of a folder in DocStar like you have in a file system. The global coronavirus pandemic is impacting all of our families, our businesses, our communities, and our way of life. 0000003174 00000 n My team has read the DocStar documentation but would like some real life examples used in supporting a multi-site company with multiple approval groups based on content type and possibly meta data within a given content type.Who is willing to tip their hand and show us (mock or actual) folders, content types, groups that they’re using and how/if workflows are used to support the security setup?We will be. 0000005216 00000 n The folder hierarchy is Company, Table, Document Type. 0000003774 00000 n 0000006421 00000 n

We’re currently on 10.1.500 and implementing DocStar as a standalone solution with integration into 10.2 coming later this year.OK, you will need to know that the security and folder structure is somewhat dictated by Epicor when using attachments. Group A docSTAR Group is a named collection of users. 0000000795 00000 n Order_ACM. These are not choices you get to make, so before planning too much, I would highly recommend taking the “ERP DocStar Integration for Epicor Customers” course in DocStar’s Care Central site.

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