https://ecmvideo.epicor.com/detail/video/6348664934112/ecm-docstar-24.1---exploring-the-new-search-ux 2024-03-11T11:26:52.610Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3344dbca-a59b-41bf-8447-1e90caf515ba/f4dcb0ad-c4b6-4c76-bb68-3c117a525e6d/1280x720/match/image.jpg ECM (DocStar) 24.1 - Exploring the New Search UX Exploring the new-look Search page and functionality in Epicor ECM (DocStar) 24.1 https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6348664934112 380 2024-03-11T11:08:09.450Z ECM (DocStar) 24.1 https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6348672351112/ecm-docstar-24.1---exploring-the-new-view-ux 2024-03-11T13:43:13.836Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/807d8b39-9407-47a5-bcb7-88b629714074/3c987063-2309-4f53-808a-b0028455c498/1280x720/match/image.jpg ECM (DocStar) 24.1 - Exploring the New View UX This video looks at the new View page in ECM (DocStar) 24.1 https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6348672351112 193 2024-03-11T13:38:07.119Z ECM (DocStar) 24.1 https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6348671548112/ecm-docstar-24.1---exploring-the-new-admin-menu-buzzspace-options 2024-03-11T13:23:17.382Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d11c84ec-88c3-448e-a28f-e00152199f07/093aac90-d304-4dba-b771-7a0bb4bd2c31/1280x720/match/image.jpg ECM (DocStar) 24.1 - Exploring the New Admin Menu & BuzzSpace Options This short video looks at the new layout of the Admin page, and new options for the BuzzSpace in Epicor ECM (DocStar) 24.1 https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6348671548112 126 2024-03-11T13:19:16.406Z ECM (DocStar) 24.1 https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6348671647112/ecm-docstar-24.1---user-defined-tables-in-ecm-docstar-24.1 2024-03-11T13:23:59.427Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d5bc49df-572d-4224-8cc9-ee59d4febebc/5f8caf66-c824-443a-8ab3-5c042a84bdf9/1280x720/match/image.jpg ECM (DocStar) 24.1 - User-Defined Tables in ECM (DocStar) 24.1 This video looks at the new User Defined Tables feature in Epicor ECM (DocStar) 24.1 https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6348671647112 386 2024-03-11T13:22:17.205Z ECM (DocStar) 24.1 https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6348672351112/ecm-docstar-24.1---exploring-the-new-view-ux 2024-03-11T13:43:13.836Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/807d8b39-9407-47a5-bcb7-88b629714074/3c987063-2309-4f53-808a-b0028455c498/1280x720/match/image.jpg ECM (DocStar) 24.1 - Exploring the New View UX This video looks at the new View page in ECM (DocStar) 24.1 https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6348672351112 193 2024-03-11T13:38:07.119Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6348671647112/ecm-docstar-24.1---user-defined-tables-in-ecm-docstar-24.1 2024-03-11T13:23:59.427Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d5bc49df-572d-4224-8cc9-ee59d4febebc/5f8caf66-c824-443a-8ab3-5c042a84bdf9/1280x720/match/image.jpg ECM (DocStar) 24.1 - User-Defined Tables in ECM (DocStar) 24.1 This video looks at the new User Defined Tables feature in Epicor ECM (DocStar) 24.1 https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6348671647112 386 2024-03-11T13:22:17.205Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6348671548112/ecm-docstar-24.1---exploring-the-new-admin-menu-buzzspace-options 2024-03-11T13:23:17.382Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d11c84ec-88c3-448e-a28f-e00152199f07/093aac90-d304-4dba-b771-7a0bb4bd2c31/1280x720/match/image.jpg ECM (DocStar) 24.1 - Exploring the New Admin Menu & BuzzSpace Options This short video looks at the new layout of the Admin page, and new options for the BuzzSpace in Epicor ECM (DocStar) 24.1 https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6348671548112 126 2024-03-11T13:19:16.406Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6348664934112/ecm-docstar-24.1---exploring-the-new-search-ux 2024-03-11T11:26:52.610Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3344dbca-a59b-41bf-8447-1e90caf515ba/f4dcb0ad-c4b6-4c76-bb68-3c117a525e6d/1280x720/match/image.jpg ECM (DocStar) 24.1 - Exploring the New Search UX Exploring the new-look Search page and functionality in Epicor ECM (DocStar) 24.1 https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6348664934112 380 2024-03-11T11:08:09.450Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6198454839001/show-me-how-to-log-in-to-the-client-with-oauth 2023-08-07T23:28:13.616Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/422e9a02-7dfd-4783-82cb-f01616fb2c0e/abc29eb1-f3b5-4463-a984-513cea5ea62a/1280x720/match/image.jpg Show Me How to Log In to the Client with OAuth If you need to use Batch Import with an Exchange Web Services email server, you can Sign in with Google or Sign in with Microsoft using OAuth. https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6198454839001 149 2023-08-07T23:28:13.613Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/5824355477001/workflow-assignee-mode 2023-08-07T23:28:13.602Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/5e01991c-89d1-4e4d-9e44-7358feb5ee42/66e749b7-729b-42f1-8ead-bcc3014f0b50/1280x720/match/image.jpg Workflow Assignee Mode The workflow step editor allows you to dictate how the next assignee is chosen. Between round robin, load balance, random, and more, there are a lot of options. Learn what you need to know. https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=5824355477001 148 2023-08-07T23:28:13.599Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/5737904821001/how-to-add-a-user 2023-08-07T23:40:13.773Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/af4b7dc8-4b5d-4676-8028-0714afcfc7db/7161bc70-9725-4b50-8139-2821314c57b5/1280x720/match/image.jpg How to Add a User Learn how to add a new User to your DocStar ECM system. https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=5737904821001 74 2023-08-07T23:28:13.586Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6297958190001/show-me-how-to-retrieve-content-items-in-epicor-ecm 2023-08-09T14:46:22.092Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3dfec00e-19bc-49f5-a7ec-bc62af563208/91afa75c-3d50-48bc-801e-791d1d4ee373/1280x720/match/image.jpg Show Me How To Retrieve Content Items in Epicor ECM Discover how to quick search, browse, or open items awaiting your input from your Workflow queue. https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6297958190001 203 2022-02-17T19:51:03.571Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6272725175001/show-me-how-to-activate-my-epicweb-account 2023-08-09T14:51:15.851Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/429c2250-6014-404b-950e-147b67a0d651/8028973b-619f-42b4-b4e1-87a270199673/1280x720/match/image.jpg Show Me How to Activate My EpicWeb Account An EpicWeb account grants you access to more than just EpicWeb. Learn how to create your account and gain access to Epicor Learning Center and EpicCare. https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6272725175001 142 2021-09-15T21:22:09.439Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6195657266001/show-me-how-to-use-the-workflow-recorder 2023-08-09T14:22:07.229Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/89ff81a0-a3d7-487a-98e3-d600b15fd5b3/38f900ad-5406-45a7-8479-fdf75ec2cbd3/1280x720/match/image.jpg Show Me How to Use the Workflow Recorder New in 20.2, the Workflow Recorder provides an XML-based output of all of your workflow's actions, outputs, and variables. Use this to diagnose your workflows as you're building! https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6195657266001 178 2020-09-29T14:56:07.514Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6157982431001/show-me-how-to-automatically-import-docusign-envelopes 2023-08-09T14:39:52.997Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/dfbf9344-f947-4eca-934a-c5df117a6685/096ebbd5-65db-45a8-a283-3e74400c33ec/1280x720/match/image.jpg Show Me How to Automatically Import DocuSign Envelopes You can automatically import all of your DocuSign envelopes using Capture-by-Template. We’ve enhanced this feature in 20.1 so that additional documents in an envelope can be created as individual items in DocStar ECM. https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6157982431001 187 2020-05-20T13:23:02.144Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6147403613001/show-me-how-to-auto-match-receipts-to-invoices 2023-08-09T14:21:20.929Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/1a384ee2-cea0-45d2-9b0c-1aa12e16587d/8c8b8a57-8279-47b2-8ca9-ade3a8dee985/1280x720/match/image.jpg Show Me How to Auto Match Receipts to Invoices We've added an "Auto Match" task and a “User Auto Match” task to the workflow designer to help make matching your AP receipt items to your invoice! Learn how to choose a solution for a receipt / invoice combination here! https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6147403613001 168 2020-04-06T13:39:39.694Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6135540474001/show-me-how-to-use-due-dates-and-priority 2023-08-09T14:20:43.768Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/a75b2bac-5630-4ee2-8330-43e9981f8106/3a73fc2e-4fac-4b9c-b063-dff809d30738/1280x720/match/image.jpg Show Me How To Use Due Dates and Priority You can assign your workflow items a due date and edit priorities. Learn all the details here! https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6135540474001 95 2020-02-24T21:00:54.625Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6132677106001/show-me-how-to-color-code-items-with-watches 2023-08-09T14:45:27.267Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/b2a05b60-6acc-437a-b807-24219f5a9da1/950771d9-b075-40b7-9c2a-afe3a6113526/1280x720/match/image.jpg Show Me How to Color Code Items with Watches Use Watches to color code documents in the Retrieve or Workflow screen based on true or false values. https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6132677106001 123 2020-02-14T19:14:38.885Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6132674021001/show-me-how-to-save-a-copy-of-an-item 2023-08-09T14:38:25.926Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/8f73681a-d605-49c4-8bb1-37ed6ccc6ee9/b87c5c74-6e63-4f31-9b89-d42145659f47/1280x720/match/image.jpg Show Me How to Save a Copy of an Item Need to download a document? Learn how it's done here! https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6132674021001 112 2020-02-14T19:06:01.250Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6127905683001/show-me-how-to-process-epicor-ecm-workflow-items 2023-08-09T14:20:07.207Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/9c999b64-dc99-4805-a183-b065019f0162/60b3f115-7daf-4586-9d38-27202dbb5b6e/1280x720/match/image.jpg Show Me How to Process Epicor ECM Workflow Items Workflow: your items come into Epicor ECM, then something needs to happen to them to complete the business process. Once you've found an item in the workflow queue, learn how to process it! https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6127905683001 184 2020-01-29T20:31:34.048Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6080768339001/show-me-how-to-import-from-another-workstation 2023-08-08T18:04:56.618Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/133cde82-afda-4195-ac90-07f2686547e2/0ab7b702-6d8c-432c-b519-6e0658e264c3/1280x720/match/image.jpg Show Me How to Import from Another Workstation If you need to import files from another workstation, the Client Service can serve as a bridge between the two machines. Learn the details here! https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6080768339001 129 2019-08-30T19:17:41.659Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6052615590001/show-me-how-to-email-items 2025-04-04T13:11:13.134Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/99bcf53d-36af-44f4-8b0a-0327aab26c1f/0e54d484-7e6c-4acf-907d-769db0cd45bb/1280x720/match/image.jpg Show Me How to Email Items Need to email someone a document from DocStar ECM? We'll show you everything you need to know so you can email like a pro! https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6052615590001 217 2019-06-26T18:24:48.709Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6044524036001/show-me-how-to-annotate-a-document 2023-08-09T14:47:21.401Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/8b9ec246-cade-49a7-b10f-b4cad656a768/c57596f9-248c-4c83-9670-2c0d084b8c3c/1280x720/match/image.jpg Show Me How to Annotate a Document Need to mark up a document in DocStar ECM? Learn how to use the annotation toolbar to add sticky notes, highlighters, arrows, redactions, and more https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6044524036001 280 2019-06-04T17:49:53.599Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/6043190054001/epicor-ecm-user-account-preferences 2023-08-09T14:48:48.980Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d9a437fb-8867-4385-8022-732df268ba08/906a6c77-279e-4a76-9974-e552efccaa15/1280x720/match/image.jpg Epicor ECM User Account Preferences Your Epicor ECM User Preferences are tied to your account. Learn what you need to know about setting them up here! https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=6043190054001 285 2019-05-31T13:55:51.847Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/5855339194001/the-sleep-task 2023-08-09T14:24:04.561Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/17e1bbfb-c578-49b0-bd7e-1dfef2524070/bb3c6f67-475b-4a6a-b02d-11af8aab39d6/1280x720/match/image.jpg The Sleep Task Does your workflow need a couple hours to get ready? Give it a nap with the Sleep task! Learn more here. https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=5855339194001 80 2019-01-30T15:24:50.823Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/5853370700001/the-request-signature-task 2023-08-09T14:39:12.564Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d3894d97-7b25-4806-91c7-927abe0f1fd2/33ce7c5f-7d34-400c-9c0c-5318c19a9f2a/1280x720/match/image.jpg The Request Signature Task eSignatures can be built into your existing workflows. Learn the extents, capabilities, and best practices here! https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=5853370700001 170 2019-01-30T15:24:50.409Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/5860023735001/the-wait-for-task 2024-08-19T11:32:43.239Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/bb469f35-ec51-4556-a6f5-cc7f9f5efe31/589dd946-bee7-4155-aaf6-2f60e0e6a538/1280x720/match/image.jpg The Wait For task The Wait For task will put your workflow into a hold state while DocStar ECM waits for a particular condition to be true. You can set a limit to how long it will wait, and enable polling to allow DocStar ECM to check for this periodically. https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=5860023735001 158 2019-01-30T15:24:50.231Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/5853370674001/the-designated-service-user 2023-08-09T14:41:33.073Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/45a5f64a-d623-4284-84c3-418609615b2f/a66f9ec9-f0e3-45b6-a976-030cf8ec8b73/1280x720/match/image.jpg The Designated Service User The Designated Service user--or DSU-- is a DocuSign user account which is used to perform background operations such as workflow services where there’s no human user logged in. We only use this when there’s no human user in context. https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=5853370674001 117 2019-01-29T15:23:45.532Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/5829390827001/document-status 2023-08-09T14:26:50.355Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e26d88e8-66bc-458d-a407-ded857275a7c/ff1e1ae4-1fa9-463f-a829-cf6f2ed7458e/1280x720/match/image.jpg Document Status The arguments library holds many treasures for the eagle eyed workflow designer. Learn about one of our favorites here, the Document Status window. https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=5829390827001 171 2018-08-31T17:03:53.950Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/5828833417001/show-me-how-to-use-the-workflow-queue 2023-08-09T14:22:35.207Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/4cd0e4d7-4644-43a4-b06d-2cd3154b8109/b3efee3a-f503-4535-82a7-e96bd2a909d2/1280x720/match/image.jpg Show Me How To Use The Workflow Queue The Workflow screen grants visibility into your team's workflow status. Use the Work Items list or Approval Requests to find a detailed grid of all items awaiting interaction or approval from you. https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=5828833417001 169 2018-08-30T15:18:45.561Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/5825950952001/show-me-how-to-use-microsoft-office-integration-for-ecm 2023-08-09T14:36:42.600Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/bff77ee6-e67f-4576-a258-049d64180e0f/099fb75e-d5c4-4fb7-bfe9-dcf8159d5d7c/1280x720/match/image.jpg Show Me How to Use Microsoft Office Integration for ECM Office Integration allows you to import directly into DocStar ECM from Microsoft Word, PowerPoint, Excel, and Outlook. https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=5825950952001 152 2018-08-23T17:47:03.091Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/5817221406001/setting-up-email-import 2023-08-09T14:36:04.439Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/2fd04152-5773-485a-8ef8-b45aa57d8939/279a3028-9562-4aa0-a98a-ec52cb0c5594/1280x720/match/image.jpg Setting up Email Import Email Import is a feature which allows the DocStar Client Service to reach into an imap or pop email account and pull in content. Best of all, you can set all sorts of rules to best suit your needs. Learn all you need to know here. https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=5817221406001 166 2018-08-02T19:56:02.171Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/5809020620001/save-vs.-submit 2023-08-08T18:04:55.145Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/70dd9f70-a694-4b77-a41e-a28b86366cb7/d5a46ad0-af12-42a5-9bd3-6b28640800c8/1280x720/match/image.jpg Save vs. Submit We sometimes see confusion regarding the difference between what the Save Button and Submit buttons do when viewing a document. Save primarily preserves changes to the makeup of a document while Submit saves and moves workflow forward. https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=5809020620001 129 2018-07-13T16:46:15.420Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/5762990940001/send-to-epicor-ecm 2023-08-09T14:34:27.118Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/a95c28e9-e7b9-4242-9199-392f2c698da2/cf5d575c-0261-4ca0-8802-dced38ca4035/1280x720/match/image.jpg Send to Epicor ECM One often overlooked import method is the "Send To" method of bringing content into Epicor ECM. Watch this to learn more! https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=5762990940001 95 2018-04-03T14:43:02.976Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/5759135580001/the-extract-text-task 2023-08-09T14:28:41.988Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/a2355ad6-7377-42ce-a432-342c46aed5a1/6bc50041-4dde-4db5-9ed3-ed0328957ce4/1280x720/match/image.jpg The Extract Text Task If you're importing PDFs containing text elements, the Extract Text task can be a handy tool -- but you'll need a bit of extra setup to get it working properly. Watch this lesson to learn more! https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=5759135580001 126 2018-03-27T17:14:58.223Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/5737874733001/using-the-send-email-task-for-approvals 2023-08-09T14:29:59.555Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f8372b00-8354-4f6d-913b-90ebb9aa9a20/1a9e44e6-3820-4e18-bb45-d8fa799e789a/1280x720/match/image.jpg Using the Send Email task for Approvals While the Request Approval task can send an email, you can tailor the message and contents a bit more using the Send Email task in conjunction with the Request Approval task. https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=5737874733001 126 2018-02-21T16:31:53.038Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/5737377120001/setting-up-directory-import 2023-08-09T14:35:12.614Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/417e0336-291f-48ff-bd3e-3ce401e3d0a6/6fe067cb-3a33-4ebf-b4a1-c9d17c396c95/1280x720/match/image.jpg Setting up Directory Import Pull in content items from folders on your local machine or network drive with the DocStar Client Service application https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=5737377120001 179 2018-02-20T20:40:04.647Z Enterprise Content Management https://ecmvideo.epicor.com https://ecmvideo.epicor.com/detail/video/5735299370001/show-me-how-to-reset-change-or-reassign-workflow-items 2023-08-09T14:23:19.003Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/17d22544-ccf3-4ad4-b884-c118e1906eb1/e0777e82-b7b7-46a1-82de-237b6b4e2634/1280x720/match/image.jpg Show Me How to Reset, Change, or Reassign Workflow Items If you encounter a need to restart a workflow, change a workflow or assignee, learn it all here! https://players.brightcove.net/5502556969001/nwkhcha7f_default/index.html?videoId=5735299370001 151 2018-02-16T19:57:10.805Z Enterprise Content Management https://ecmvideo.epicor.com