Fast, secure, and seamless electronic signatures to keep your business moving forward.
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.
Benefits
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.
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.
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.
How It Works
Easily select and send DocStar documents for electronic signature.
Simply upload a Microsoft Word, PDF, or other common document format from DocStar.
Add the names and email addresses of your signers and other recipients, and even specify the order in which they should 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.
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.
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.