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Epicor ECM Forms

Goodbye, paper forms. Hello, smart workflow.

Any Form, Anywhere, Any Time.

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Overview
Benefits
Capabilities
Contact

What is it?

Epicor ECM Forms (formerly DocStar® Forms) revolutionizes how businesses handle forms by eliminating paper-based inefficiencies. With a drag-and-drop builder, real-time workflow integration, and seamless ERP/CRM connectivity, Epicor ECM Forms empowers teams to create, manage, and process forms securely from any device—without IT intervention or coding.

Explore Capabilities
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Benefits

Accelerated Form Completion

Complete forms faster with automatic formatting, calculations, and data validation. This reduces manual entry errors and ensures data accuracy across departments, improving overall operational efficiency.

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Streamlined Approval Workflows

Shorten approval cycle times with email-based workflow routing. Forms are automatically directed to the right person at the right time, minimizing delays and enhancing responsiveness.

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Enhanced Data Integration

Integrate form data with core business systems to eliminate redundant data entry. This ensures consistency, reduces errors, and boosts productivity by leveraging existing enterprise data.

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Capabilities

Drag-and-Drop Form Builder

Design forms easily with a web-based interface—no coding or IT support needed.

Permission-Based Security

Control access and editing rights to ensure secure and compliant form handling.

Automated Email Alerts

Receive real-time notifications on form status and workflow assignments.

ERP/CRM Integration

Connect seamlessly with any ERP or CRM system for dynamic data exchange.

Form Sets

Group related forms for guided, efficient entry—ideal for HR onboarding, purchase requests, and more.

Field Validation

Enforce required entries and conditional logic to streamline user input and ensure completeness.

eSignature Support

Epicor ECM Connector for DocuSign® enables secure, PKI-based digital signatures, including external participants.

Sample Forms Included

Purchase request, time-off request, expense report, time sheet, interview notes, new employee info, W4.

JavaScript Support for Calculations

Apply JavaScript to perform complex calculations within forms—ideal for advanced logic and automation.

Live Data Lookups

Dropdowns can pull live data from ERP or other systems, enabling dynamic field population.

Conditional Form Sequencing

Form Sets can be configured to show or skip forms based on user responses (e.g., skip insurance forms if declined).

Field Synchronization Across Forms

Enter data once (like a phone number) and have it auto-populate across all related forms in a Form Set.

Request an ECM Demo

  1. Submit your demo request here.
  2. We'll reach out to schedule a convenient time for the demo, and ask a few questions to make sure we provide an experience tailored to your needs.
  3. You and your team sit in on a live demonstration, where we illustrate how ECM can help solve your particular business challenges.

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