Questions & Answers about the DocuWare Partner Portal

We are moving to new tooling that allows us to deliver and adapt to innovations and changes in partner models so that your business experience with DocuWare is as smooth as possible.

• The Partner Portal will become your primary hub for business with DocuWare.
• During the Open Beta phase, you can use either My Business or the Partner Portal.
• After Open Beta, the Partner Portal will fully replace My Business; we’ll keep you updated to ensure a smooth transition.

• Your login method does not change — sign in with your DocuWare ID.
• You must be associated with your main company in our system; your company administrator manages this.
• If you can’t access the portal, contact your company administrator to confirm you’re added to the correct main company.
• Rollout access:
  • Closed Beta: you’ll receive the login link by email.
  • Open Beta: a link will be available in My Business.
  • After full transition: the Partner Portal sign-in will appear where you access My Business today.

• No - My Account is not affected in the first release.
• All current My Account features remain available as usual.

• Some differences are expected during the Beta phase.
• The Portal now uses a single-company access model: each contact is linked to one main company, and visibility is limited to customer data for that company.
• Customer records previously visible through shared viewing rights or additional company relationships will no longer appear.
• If essential customers are missing, please contact your company administrator to confirm your main company assignment.

• Need to change your main company? Send an email to data.administration@docuware.com.
• The request can be sent by you or your company administrator; verification may be required.

• Make the new Partner Portal your primary workspace going forward. Most features are live; if a task isn’t supported yet, the Portal will link you to complete it in My Business.
• During the Open Beta phase, share feedback directly in the Partner Portal - your input will shape and prioritize upcoming improvements.

• Clearer pipelines and status updates for leads and opportunities.
• Consolidated account views and streamlined workflows for customer management.
• Guided onboarding to help new team members ramp up quickly.
• Full-text search to find collateral, training and resources fast.
• Personalized content - set your interests in your profile to get relevant updates and recommendations.

• Contact your company administrator to confirm:
  • Your DocuWare ID is active.
  • You’re assigned to the correct main company.
• If your main company needs to be updated, send an email  to data.administration@docuware.com (you or your admin can request this).

• All key sales and marketing materials have been transferred to the new Partner Portal’s Asset Library.
• During the Beta phase, resources will be available on both platforms, the Marketing & Sales Tools and the Partner Portal. After Beta, everything will be accessible only in the new Partner Portal.
• You can start an interactive tour to learn how to use the Asset Library.

• The Asset Library is accessible directly from the Partner Portal navigation menu.

• You can quickly find relevant resources using search and filters (category, file type, language, publish date).

• Full-text search lets you locate documents even faster. 

Yes, cobrandable assets are still available and can be personalized directly in the new portal. To learn how to do it, you can start an interactive tour.  

• You can start an interactive tour to learn how to use the Asset Library.

• Additionally there is also an interactive tour where you can experience how to cobrand assets. 

DocuWare delivers News on Demand: You now receive news and updates instantly in the Partner Portal. Unlike previous processes - where news was sent only by email or at fixed intervals - important announcements and news are delivered directly to your Portal news dashboard as soon as they are published.  

• You can adjust your preferences in the News section and select which topics you want to subscribe to . This will influence the length of the PartnerInfo newsletter you receive.

• All news items are always available in your  News section.  

• It is necessary that you have your own personal DocuWare ID. If you don't have a DocuWare ID, please ask your adminstrator to invite you in "My Business".
• During the Beta phase you will be able to access the PartnerBlog and the "old" PartnerInfo newsletter. After June 2026 you will only recieve the new ParnterInfo newsletter.
• You can access the existing PartnerBlog until end of June 2026 - after that period all news are available in your Parnter Portal.

You need to have your personal DocuWare ID to receive the PartnerInfo newsletter. If you don't have a DocuWare ID, please ask your adminstrator to invite you in My Business. 

Selected relevant news items are accessible in the Partner Portal. In the News section, you can search and filter previous articles for easy access. 

You can easily switch your language in the top menu at the right. Select one out of four languages (English, French, German, Spanish).  

• The DocuWare PartnerInfo (newsletter) will be available on a regular base once per month (like now).
• Many updates will be available earlier inside the Partner Portal (in the News section)

• The new Reseller Search (Partner Locator) offers advanced search options, including filters for country, partner level, and partner qualifications, allowing prospects to easily find relevant DocuWare Partners.

• A Google map is integrated. Partners can add their company logo and a short description, as well as upload assets and videos, subject to an approval workflow.

•  The new Reseller Search provides prospects with more background information. Partners can add descriptions and upload additional assets, such as brochures and certificates, to showcase their expertise.

• The new Reseller Search displays badges for Partner level, Diamond Club Members, and Customer Service Champions. This allows prospects to quickly recognize a Partner’s expertise and achievements. 

Only administrators can upload a company logo directly in the Company Profile inside the Partner Portal. 

 To update your company data, please log in to My Account. 

• Only administrators can upload/request changes to your company description. Please open the Reseller Search menu inside the Partner Portal to do so. Here, you can also upload assets and videos.

  Please note: any changes will trigger an approval process and will not be  displayed immediately.

• You can start an interactive tour to learn how to work in the Reseller Search. 

A new location can only be requested and requires appropriate proof. Please contact the DocuWare Data Administration team at data.administration@docuware.com. 

You can find all Team Members in your Company Profile. Here, you also can see the Team Rights and the Customer Data Visibility.

• To update details such as your job title, phone number, and other personal information, please lo gin to My Account. Updates will be automatically reflected in My Profile in the Partner Portal.

• Inside My Profile we ask you to indicate your focus, your department,the primary industries you sell to, and the solutions you focus on. By providing this information, we can deliver tailored content that matches your needs. 

Changing your focus in  My Profile  helps us tailor the content, recommendations, and communications you receive in the Partner Portal. For example, if you select Marketing or Sales as your focus, the relevant contact person will be shown accordingly you will see different content.

Only administrators can update the Company Profile. To update information - such as address, website, payment method, etc. - please log in to  My Account. Any changes you make there will be automatically reflected in the Company Profile in the Partner Portal.

To make changes to your team (administrators only), such as adding or removing team members, please log in to  My Account. Any changes you make there will be automatically reflected in the Company Profile in the Partner Portal. 

• Every user can see which valid certificates they have in My Profile. This is only a brief overview; detailed information and the certificates themselves are available exclusively in the DocuWare Academy. 

•  In the Company Profile, you can see an overview of the certificates held by all team members.