How to Install the DocStar (Epicor ECM) Client

To use features like scanning and importing on the Capture tab in DocStar (Epicor ECM), you must install the Epicor ECM Client on your workstation. This short guide walks you through the process.

✅ Prerequisites

  • Access to your DocStar web portal (e.g., http://servername/EclipseWeb)

  • A Windows-based workstation (admin rights may be required for installation)

  • Your DocStar username and password (usually your email address)

Step-by-Step Installation Guide

? Step 1: Open the Capture Tab

  1. Log in to your DocStar site in your browser using the address your organization uses (e.g., http://servername/EclipseWeb).

  2. Click on the Capture tab at the top of the page.

Step 2: Download the Client Installer

You will either:

  • See a pop-up like the one in the screenshot, with a button labeled Install Client Services,
    OR

  • See a link at the top of the Capture tab that says “No Epicor ECM (DocStar) Clients Available” — click this text to reveal a similar Install/Update Client button.

The exact message may vary slightly, but the installer link will always appear in that spot near the top of the Capture tab.

Step 3: Run the Installer

  1. Download the client installer.

  2. Once downloaded, run the installer. (You may need to right-click and choose Run as Administrator, depending on system settings.)

  3. Let the installation complete — no other setup files or downloads are needed.

Step 4: Log In to the Client

  1. Open the Epicor ECM Client from your Start menu or system tray.

  2. Go to the Login tab.

  3. Enter the Epicor ECM URL (the same one you used in your browser, e.g., http://servername/EclipseWeb).

  4. Enter your username (typically your email address).

  5. Click Login — you’ll be prompted to enter your DocStar password.

Step 5: Confirm Client Connection

  1. Go back to your browser.

  2. Refresh the Capture tab — you should now see the client status change to connected.

  3. Scanning and importing features should now be active.

Troubleshooting Tips

ProblemSolution
Nothing happens after installTry restarting your browser and/or the client service.
Still seeing “No Client Available”Double-check the ECM URL in the client’s Login tab.
Client runs but can’t scanTry right-clicking the client and selecting “Run as Administrator.”

Let me know if you want this formatted into a PDF or help turning it into a knowledge base article in Freshdesk or another platform.