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Epicor ECM

Simplify Document Management

Epicor enterprise content management (ECM) and business process automation tools give teams what they need to work more efficiently.

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Overview
Benefits
Industries
Capabilities
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What is Epicor ECM?

Work Smarter and Faster, from Anywhere

Using Epicor ECM, teams can capture, store and manage any document, from any location, on any device. Integration with virtually any ERP, accounting or other business application delivers an even better return on investment.

  • Automated data entry reduces time, errors, and duplicate data
  • Paperless workflows eliminate the need to “stare & compare”
  • Cloud and on-premises options built for speed and usability
 
Fact Sheet: Epicor ECM AP Automation Fact Sheet: Epicor ECM Sales Order Automation
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Document Storage for Eclipse now available

Discover how Epicor ECM’s advanced content repository transforms document storage, organization, and accessibility—empowering your business with secure management, rapid retrieval, and future-ready scalability.

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Updates coming in 25.2

Prophet 21 users can now automate freight invoice comparison and payment workflows. This enhancement reduces manual reconciliation and improves cost control by comparing actual carrier charges against Quick Ship estimates carriers that send freight invoices with tracking numbers like UPS, FedEx, and DHL.

ECM Prism Agent responses can now include direct links to ECM documents, improving traceability and confidence in AI-generated insights.

Workflow tasks can now auto-accept high-confidence values taken from documents, streamlining data entry and reducing errors.

ECM Web now includes translations for Traditional Chinese and Indonesian, expanding accessibility for international teams.

  • 1EDI Connector: Streamlines data exchange between ECM and 1EDI SaaS.
  • IDC Connector: Enables seamless integration with IDC SaaS, reducing reliance on on-premises servers.

ECM Agent for Prism

Unlock the power of AI with our SaaS-only feature. You can now ask questions and get answers in natural language, using content from your own company documents stored in ECM.

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Benefits

Empower Teams

Epicor ECM and IDC use artificial intelligence (AI) and machine learning to automatically classify documents and submit them to the right process, so teams can work smarter instead of harder.

  • Create touch-less workflows to add efficiency
  • Eliminate time spent on manual data entry
  • Electronically route documents for quicker approval
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Focus on the Business

A smarter way to manage information lets you focus on managing your business. With Epicor ECM you can reduce costs, save space, increase performance, and eliminate errors from paper processes.

  • Eliminate paper and filing cabinets
  • Access critical business documents from anywhere
  • Empower organizational growth without adding staff
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Elevate Customer Service

Epicor ECM improves the processes that are essential to improving customer service and satisfaction. Keep customer accounts updated in real time with quick, easy ways to file and find documents.

  • Resolve issues quickly
  • Prevent errors and lost documentation
  • Guarantee timely and complete services
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Digitize Your Enterprise

Epicor ECM eliminates the inefficiencies of paper, scattered folders, and endless email threads. Empower your team to capture, store, and manage any document or file from any location, on any device. Deep integrations with ERP, accounting, HR, and other business systems deliver a high ROI and smarter decision-making.

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Touchless Workflows for Every Department

Create automated workflows for AP, AR, HR, Sales, and more. Epicor ECM integrates with any ERP or accounting system to eliminate manual data entry and streamline approvals.

  • AP Automation: Capture, process, and approve vendor invoices with two- and three-way matching.
  • Sales Order Automation: Automate incoming purchase order processing.
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Epicor ECM Mobile App

Available for iOS™ and Android™, the mobile app offers nearly full desktop functionality. Users can view, approve, assign workflows, and collaborate on-the-go.

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Epicor ECM ranked by G2

Epicor ECM is a Best Estimated ROI for Small Businesses leader for Spring 2025 on G2

Epicor is proud to be recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Cloud ERP for Product-Centric Enterprises, marking three years in a row.

Read the Report
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Epicor ECM Excels in These Industries

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Electronics and High-Tech
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Fabricated Metals
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Industrial Machinery
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Manufacturing
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Medical Devices
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Rubber and Plastics

Capabilities

Business Process Automation

Routine business activities are more organized, more precise, and faster with Epicor ECM. Integrate with accounting or any ERP system to capture, route, and automate routine tasks.

Automated Workflows

Build customized, streamlined workflows to dramatically improve business processing. This simplifies collaboration and improves efficiency throughout the organization.

Intelligent Data Capture (IDC)

Epicor IDC uses AI and machine learning to classify documents, extract data, and route them to the right process—reducing manual effort and errors.
PackageWorks

Streamline the task of collecting and managing key documents. Gather, group, review, approve and share documents quickly and easily using a single platform.

Electronic Forms

Create custom, digital forms with drag and drop technology, and access them on any device. You’ll increase data and workflow visibility, shorten cycle times, improve service and eliminate paper costs.

HR Documents

No more paper files, overstuffed cabinets, or physically moving files between departments. Focus on employees and employee satisfaction—not chasing down forms and files.

Cloud & On-Premises Flexibility

Choose SaaS, hosted, or on-premises deployment—same software, same experience. Epicor ECM supports all major browsers and mobile devices, with secure access anytime, anywhere.
Electronic Signature

Access DocuSign from within Epicor ECM workflows and ad hoc actions for all document content, forms and packages. Complete approvals and agreements in minutes—not days—from virtually anywhere in the world.
Reports

Empower your team to work smarter with insights into your business for better-informed decisions.
Epicor ECM for Karmak Fusion

Epicor ECM is the powerful enterprise content management and process automation solution you have been looking for—tightly integrated with Karmak Fusion. Epicor ECM supports all popular browsers and mobile devices delivering access to documents and information anytime, anywhere.
Vendor PO Acknowledgement

Gather all associated PO Acknowledgement documents into a central, paperless, and secure repository accessible by workers, on-site or remote.
Epicor ECM API

Streamline your content management and process automation efforts with automation tools that reduce costs and manual workloads while helping you to scale your operations effectively.
ValiDate Document Integrity

Epicor ECM ValiDate generates a digital fingerprint for every document added to the repository, verifying authenticity and guarding against tampering.

  • Green/red stamp indicators show document integrity status.
  • Audit trails track every view and edit, reducing risk and improving compliance.
AP Automation ROI

Innovator-Class AP groups using automation have invoice processing costs that are 84% lower than Novice-Class groups. — Source: “AP Automation to Enable Sustainable Growth,” Levvel Research

“This is an absolute ‘no brainer’ for any industry where paperwork is involved”
  • Paul Berlin, Sr.
  • Quality Engineer | Dexter Magnetic Technologies
“The way processes are set up now, it’s almost error-free – it’s hard to put an ROI on that.”
  • Hank Wright
  • Head of IT | Applegreen
“We’ve eliminated at least 70% of our file cabinets & are working on another 20%. We will virtually eliminate our paper storage costs”
  • Jeff Berger
  • VP Business Operations & Technology | Lee-Smith
“Epicor ECM lets us tune and tweak workflows as our business processes change and grow. Most of all, the introduction of Epicor ECM has allowed us to streamline processes and save time.”
  • BV Dairy
“The move to the cloud has been a game-changer for us. Within two days, I can have a have a new company set up and give it immediate access to everything Enjet.”
  • Enjet Aero
“The system is very intuitive and there isn’t a lot of training required. We were able to upload 10,000 documents into the DocStar system for easy retrieval in only a matter of weeks.”
  • Dexter Magnetic Technologies

Frequently Asked Questions

Epicor ECM Support is a comprehensive service offering that provides technical assistance, product updates, and access to self-service tools for Epicor ECM users. It’s designed to help businesses stay productive and resolve issues quickly.

Support is available from 8:30 a.m. to 8:00 p.m. EST, with 24x7 access to the EpicCare online support portal for self-service resources and case management.

Epicor ECM Support targets a 1-hour response time for Priority 1 service-level cases, ensuring urgent issues are handled promptly.

Support includes:

  • Unlimited case submissions
  • Application and technical support
  • Access to EpicCare’s self-service knowledge base
  • Integrated chat with experienced analysts

Yes. Customers receive:

  • Software updates for active releases
  • Basic upgrade services
  • Support alerts and announcements

Absolutely. Through the Epicor Ideas crowdsourcing workspace, customers can submit feedback and suggestions for future product innovations.