Program Level: Beginner

This session will focus on leveraging advanced features with Epicor ECM (DocStar) to convey best practices, document/content management efficiency and serves as an introduction to often overlooked features of the ECM solution. While this session covers several features of ECM, it provides an excellent introduction and knowledge to increase the benefits of your ECM investment. This session will also highlight integration features of ECM with Epicor Kinetic.

Cost: There is an additional $375 fee to attend this session.

Objectives:

• Learn ECM Advanced Searches, Saved and Tiled Searches
• Learn ECM Advanced Features for ECM Users and ECM Administrators
• Introduction to ECM Packages, Reports, Record Categories
• Learn ECM Security
• Learn ECM Integration Features with Epicor Kinetic including attachments

Audience:

• ECM (DocStar) Users and ECM (DocStar) Administrators

Prerequisites:

• General knowledge of Epicor ECM (DocStar)