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eSignature Capture

Streamline Your Document Signing Process

Fast, secure, and seamless electronic signatures to keep your business moving forward.

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Effortless eSignatures for Every Business

Epicor ECM (formerly DocStar) Signature Capture, powered by DocuSign, offers an embedded electronic signature capability that allows you to complete approvals and agreements in minutes from virtually anywhere in the world. This solution is designed for businesses looking to enhance their document management processes with secure and efficient electronic signatures.

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Benefits

Accelerate Approvals and Agreements

With Epicor ECM Signature Capture, you can quickly and securely access and sign documents. Upload and send documents for others to sign, send reminders, and check signing status anytime. This ensures that your business processes are not delayed by lengthy approval times.

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Enhance Security and Compliance

Epicor ECM Signature Capture maintains a complete, automated history of every viewing, printing, sending, signing, or declining activity on a document. This helps ensure that your documents are secure with encryption and a complete audit trail, meeting regulations such as UETA, ESIGN Act, and E.U. Directive 1999/93/EC.

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Improve Workflow Efficiency

Integrating DocuSign with Epicor ECM creates a complete contract management system that facilitates end-to-end business workflows. This integration allows for content validation with eSignature for documents, forms, and packages, streamlining your business operations.

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How it Works

Send

Easily select and send DocStar documents for electronic signature.


Step 1: Select your document in DocStar.

Simply upload a Microsoft Word, PDF, or other common document format from DocStar.


Step 2: Indicate who needs to sign

Add the names and email addresses of your signers and other recipients, and even specify the order in which they should sign.


Step 3: Place fields and send
In DocStar, drag and drop DocuSign fields to indicate where you need a signature, initial, or date. You can also add standard or custom fields for signers to fill in. Then, click Send. DocuSign emails a link to each recipient which they can then use to access the document. Once the document is complete, it’s stored securely for easy retrieval.

Sign

Quickly access and sign documents that require your signature.

Step 1: Click the link in the email
With one click, you can access the document and start the document signing process on virtually any Internet-enabled device.

Step 2: Follow the DocuSign tabs
Tabs and simple instructions guide you through the signing process. Your electronic signatures are secure, legally binding, and widely accepted for business transactions around the world.

Step 3: Finish
Once you’re finished signing, click Finish to complete the process.

Manage

Readily check a document’s status, send reminders, view audit trails, and securely store online.

Step 1: View your document’s status
Just pull up your DocuSign dashboard to check status and schedule, run reports, and view audit trails. You can always see where your document is in the signing process and even set automatic reminders and receive notifications at every step of the process.

Step 2: Save automatically and securely
Once completed, both senders and signers have anytime, anywhere access to the document. It is stored online and can be downloaded and printed as needed.

Step 3: Administer with ease
You can manage internal users, adjust branding, and get visibility into documents across your organization. Advanced options help you adhere to and set compliance policies, as well as access advanced reporting.

Features

Sign Anywhere

Quickly access and sign documents from any device, helping ensure you never miss an important signature.

Instant Email Signatures

Send documents for instant signature and return, speeding up your approval processes.

Secure and Compliant

Maintain document security with encryption and a complete audit trail to help you meet regulatory requirements.

Easy Document Upload

Select and send documents in common formats like Microsoft Word and PDF for electronic signature.

Drag-and-Drop Fields

Easily indicate where signatures, initials, or dates are needed, simplifying the signing process.

Automated Reminders

Set automatic reminders and receive notifications at every step, keeping your workflow on track.

Online Document Management

Store documents securely online for easy retrieval and management, ensuring you always have access.

Advanced Reporting

Access advanced reporting features to adhere to compliance policies and gain insights into your document processes.

ERP Integration

Seamlessly integrates with your Epicor or third-party ERP system, ensuring smooth and efficient workflows across your organization.

Challenges Solved

Managing new employee application forms and ensuring all necessary documents are signed can be time-consuming and prone to errors. Epicor ECM Signature Capture allows you to easily collect signatures on individual documents or entire packages, ensuring that all necessary approvals are obtained quickly and accurately.

Drawing changes often require a review cycle and sign-off by multiple stakeholders, including customers, which can delay projects. With Epicor ECM Signature Capture, you can streamline the review and approval process by enabling electronic signatures, reducing delays and improving efficiency.

Production plans and test results require signoff by quality personnel, which can be a bottleneck in the production process. Epicor ECM Signature Capture facilitates quick and secure signoff on production plans and test results, ensuring that quality standards are met without delaying production.

Signing off on work orders or acknowledging goods received at offsite locations can be challenging and inefficient. Use Epicor ECM Signature Capture to electronically sign off on work orders and acknowledge goods received, ensuring that all necessary approvals are documented and accessible.

Received orders often require sign-off by quality personnel, which can be difficult to manage in the field. Epicor ECM Signature Capture allows field service personnel to easily sign off on received orders, ensuring that quality standards are maintained and documented.

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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