Document Management Overview

Document Management is your gateway to a "paperless" office. In addition to the full Document Management Suite, Epicor also offers the "Signature Capture Suite" which supports businesses who primarily deal with receipts (vs. invoices), who have a high percentage of in-store charge accounts, and who simply do not require all the capabilities we offer in our full Document Management solution. Such businesses may or may not use Protobase for credit authorization, but still want to capture signatures at point-of-sale for their in-store charge accounts.

the Signature Capture Suite provides Signature Capture, Electronic Journal Entry, and the ability to tile signed receipts onto customer statements for your customer mailings. You also have full laser printing capabilities so you can save on the expense of pre-printed forms. QuickRecall is a prerequisite for this solution, and it comes with two user licenses for one location with the option to purchase additional users and locations. Epicor also offers a lower cost signature capture pad to support users who don’t need an integrated credit card reader with their signature pad.

The table below summarizes the differences between Signature Capture Suite and Full Document Management. For more information on a particular feature, click the blue underlined text in the Feature column.

Feature

Signature Capture Suite

Full Document Management

Prompt for Signature on POS transactions

Yes

Yes

Capture Electronic Journal receipt records

Yes

Yes

Store signature with receipt for easy online access

Yes

Yes

Full Laser Printing

Yes

Yes

Tile signed receipts onto customer statements

Yes

Yes

Option to use ProtoBase credit authorization

Yes

Yes

Option to use Topaz lower cost signature capture pad

Yes

Yes

Requires Eagle for Windows and QuickRecall

Yes

Yes

Ability to create .PDF files for use with iNet

No

Yes

Option to purchase Delivery Confirmation

No

Yes

Option to purchase Document Scanning

No

Yes

Access to document archive viewer

No

Yes

Ability to store electronic invoices and statements

No

Yes

Support of signatures for Orders and Special Orders

No

Yes

Support of Tax Exemption signature feature (Topaz device only)

No

No