Peters Engineering celebrated its 10th birthday last year! For many years, their employees have used DocuWare, but now it's time for them to upgrade to the latest configuration.
Scenario
The DocuWare Partner responsible for Peters Engineering presented the idea of preconfigured solutions by DocuWare. They were so excited about the power and possibilities of these new options that they decided to switch to a new organization and use the three scenarios in the future as well:
- DocuWare for Smart Document Organization
- DocuWare for Invoice Processing
- DocuWare for HR Management
We enhanced the configuration to include many new features that have been implemented in the latest DocuWare versions over the last few years. From now on, you can present these modern, state-of-the-art processes in a very simple way and discuss them with your prospective customers.
Use presentation VM (on-premises)
For a standard presentation independent of Cloud, please use the new presentation VM (on-premises). This combines all the above scenarios from our preconfigured solutions.
Due to this change, there are new presentation scripts. If you download the presentation VM (on-premises), you will find the scripts as usual on the desktop of the VM user "admin." As in the past, we offer the VM for the Virtual Box and VMWare Workstation virtualization platforms.
Unfortunately, our fourth preconfigured solution for electronic signatures cannot be used with this VM because it cannot communicate with the web-based signature service.
If you want to present electronic signatures with DocuWare, we recommend our new signature demo (see article "Using online organization for presentation purposes (demo)" in chapter "DocuWare for electronic signatures") or create your own organization in Partner Portal based on the template for electronic signatures. Documentation and script for this can be found on our resources page (EN / ES / FR).
Presenting with Cloud organization
If you want to present with a cloud organization, simply create the desired organization of preconfigured solutions in the Partner Portal. The corresponding documentation and presentation scripts can be found on our resources page (EN / ES / FR).
Cloud organizations can be used together with Office programs, sample documents and email, Fakturama, etc. in a version-independent way if you download the Cloud VM and connect the two. The Cloud VM file is smaller than the standard (on-premises) presentation VM and can also be used with lower hardware requirements for the presentation computer.
If you want to use the configuration for your cloud presentation exactly as it is set up in the new presentation VM (on-premises), please create an organization using the "Peters Engineering" template from our Partner Portal and connect it to the downloaded cloud VM.
For this, you will find a separate presentation script and a configuration guide in the Partner Portal document pool. All download links for the VMs can be found in the LMS on the "VM" tab. Please take a look at the new scripts and practice the new demo before using it for the first time in one of your customer or prospect meetings. Your Regional Sales Director as well as the DocuWare Academy will be happy to help!
We are confident that the new content will help you close deals and wish you much success with the latest Peters Engineering.
