DocStar Save to Order

My first time actually using DocStar and need to know how to attach a order acknowledgement to the Order automatically. The company I am with has had DoctStar for a while but no one onsite knows how to use it, and my knowledge of it is based off of using it via trial a few years ago.

Any documentation, or info on how this is done, would be most helpful.

@Will79 If is your order ack then use APR advanced print routing to attach. F1 help or EpicCare should have instructions.

If it is inbound then you would need an attachment workflow.

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Docstar had its own site for a while with documentation, @gpayne do you know how much of it they moved over to epicweb or ELC?

Definitely use APR for outbound (Epicor generated) documents - you can email, store in ECM, print, etc. all from one workflow.

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Some of it is now online from within ECM, and itā€™s increasing in volume over time. There isnā€™t much PDF documentation for ECM any more. Some of us have everything and more from the original Docstar support site, but itā€™s aging out quickly as updates are made.

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I remember it was aging right when they had bought itā€¦

By the way Will, Mike is the go to guy for docstar.

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@gpayne and @MikeGross

I am assuming this in a BPM that will send it out to DocStar and obviously out to the customer, correct?

APR is an inexpensive license that adds BPM-style functionality to Report Styles. You build it right in as an option on your report style and users can optional include the ā€˜routingā€™ (Advanced Print Routing = APR) when they are working with documents.

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@utaylor There are 300+ ECM videos on Epicor Learning, but I still use this site a ton for workflows.

https://help.docstar.com/help/workflow-designer/action-editor/

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Iā€™d say @gpayne is quickly taking the mantle :slight_smile: He has way more time on his hands to work with the product than I do. He and I will certainly do our best where we can!

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Dang! @gpayne and @MikeGross the experts.

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Thank you! I am working on this now. First, I need to create a button that will fire this off to do all of thisā€¦

Fun, Fun, Funā€¦ :sweat_smile: :sweat_smile:

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@Will79 Neither approach would involve a button. Is this in bound or outbound and do you own Advanced Print Routing?

Oh I know, but my boss wants a button on Order Entry that can be pressed and does all the special printing, emailing, and attachment. My higher ups want the basic print button to be only for printing and print preview without the ā€œDo you want to use the routingā€ pop up.

Si there another way you are thinking of?

@Will79 Weel in that case button away. I am just customization adverse myself knowing that we start over once we move to app studio.

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ME too!! I prefer not to, but I lost this battle. :pensive: :person_shrugging:

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