FAQ

Frequently Asked Questions

What is PackageWorks?
Description: DocStar ECM PackageWorks delivers streamlined, intelligent package-based workflows designed to dramatically increase productivity and ensure th...
Wed, 26 Jun, 2019 at 12:25 PM
How To Reorder Pages Within A Document
Open the document you need to reorder and make sure your thumbnails are showing. If your thumbnails aren't showing, go to Actions --> Thumbnails --...
Thu, 29 Aug, 2019 at 4:19 PM
Google Chrome: "Not Secure" Alert
Description: Google Chrome will display a "not secure" alert to the left of the address bar. It looks like this: Versions: This applies to a...
Mon, 27 Jan, 2020 at 10:40 AM
User Editable Tables
Description:  A UET is a way to simplify being able to update data that comes from a DataLink or Integration. UETs also allow for cleaner workflows wit...
Wed, 11 Mar, 2020 at 10:26 AM
How to Create Dynamic Dropdown Lists In Docstar ECM
Description: See attached PDF for step by step instructions Software Versions Affected:  Docstar ECM Solution:  See PDF Attachment Referen...
Mon, 7 Dec, 2020 at 2:34 PM
Using Self-Signed Certificates with Epicor ECM (Docstar) in 20.x versions
*Screenshot Of Error* Description: Under development or Demo conditions it may be advantageous to setup a SSL environment, this can be done using a...
Fri, 8 Jan, 2021 at 3:58 PM
Username is incorrect
Description: Users will see the error "username is incorrect" when attempting to login. This is due to an invalid/expired cookie. Software ...
Mon, 15 Nov, 2021 at 9:03 AM
Modifying a List - DocStar
Modifying a List or Dropdown Description: Some workflows use a dropdown list for filing different documents. If you're wanting to change a workflow&...
Wed, 1 Mar, 2023 at 3:25 PM
Exporting Users - Docstar
The information below will show you how to get a list of all of your users in DocStar. Instructions to Export Users in Docstar Step 1: Export users ...
Tue, 7 Mar, 2023 at 9:40 AM
Sending Documents From DocStar
Description: If "Open in Outlook" is not working, use the steps in this article as a temporary solution. Solution: Manually download an...
Thu, 16 Nov, 2023 at 11:45 AM