OK, you will need to know that the security and folder structure is somewhat dictated by Epicor when using attachments. As you may already know, there’s really no concept of a folder in DocStar like you have in a file system. A single document can exist in multiple folders at the same time in DocStar.
The Epicor attachment system was built first in a file system. The folder hierarchy is Company, Table, Document Type. So let’s say you have a company ID of ACM and document type of Order. Epicor will place the document attached to the Order in this this folder:
Epicor also builds a Security group based on your document type that is the document type plus the company ID, e.g. Order_ACM. These are not choices you get to make, so before planning too much, I would highly recommend taking the “ERP DocStar Integration for Epicor Customers” course in DocStar’s Care Central site. It explains all this in great detail.
Hope that helps,