Megan,
We’re doing a full combination of Epicor Attachments and standalone DocSTar for HR, and we are multi-company, multi-approver (for AP processing) AND we’ve integrated AD into the mix so we do not have to manage groups/users inside Docstar.
Is there anything specific? The full explanation would take some time. I think your best option is to get with a DS implementation team (the same that helped me is working with @anon31358647 I believe) and they are very good about helping you get this all worked out and trained so you can ‘own’ it yourself.
EDIT- I agree with @anon31358647 - understanding the actual vs the conceptual is important - folders inside Docstar are nice, but not mandatory. And you need to differentiate between Epicor controlled attachments and standalone DocStar documents because you cannot alter the content types and metadata (fields) of inside Docstar for those created via Epicor or the interface breaks.
There is a LOT to understand but once it’s set up it’s quite nice. 