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. 

The new DocuWare Reseller Search will be published in June 2026. We will notify you once it is available.

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.  

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

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.

• 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.

Locate customers, contracts, contract line items, and DocuWare systems. 

Use "All Customer Contracts" and "All Customer Contract Line Items" to view information across all customers.

You can start an interactive tour to learn how to master customer management in the portal.

Navigate to "All Customer Contracts" and apply a filter for end dates within the next 30 days.

Open "All Customer Contract Line Items" and filter by Contract End Date within the next 30 days.

Navigate to "My Customers" and choose the desired customer.

• To place an order for the customer: Scroll down to "Request New Order," click on it, and complete the form.
• To place an order for a specific contract: Open the appropriate contract, scroll to "Request New Order," click, and fill out the form.

• Navigate to "My Customers" and select the customer.

• Scroll down to "Request Cloud Trial" and complete the form.

  The trial will be listed under "Associated DocuWare Systems" within a few minutes.

Downloading on-premises licenses is not currently available in the Partner Portal (this feature is expected around summer).

In the meantime, please continue to use My Business to download licenses.

Please check the following:

• Make sure your data visibility is set to "All" or "Own." If it is set to "Own," verify that you are assigned as the Account Manager.

• Confirm that your team rights are set to "Admin" so you can access pricing information.

• Ensure your "main company" in MyBusiness matches the company you are associated with in the Partner Portal.

• Note that the Partner Portal only supports being connected to one company at a time. Any additional company associations you have in My Business will not be visible or applicable in the new Partner Portal.

You can view open leads as well as opportunities that are open, won, or lost.

Additionally, you have the ability to create new leads, request cloud trials, request lead protection, and submit order requests for opportunities.

Go to Lead Management, select "Create New Lead" in the top right corner, and complete the form.

Navigate to Lead Management and select "Register New Lead." Fill out the form, and in the top section, set "Request lead protection" to Yes. Be sure to complete any additional fields that appear.

Please note: Lead protection for opportunities is currently not available in the Partner Portal. We are working on this feature and will let you know once it’s released.

Navigate to Lead Management and select the relevant lead or opportunity. Scroll down to "Request Cloud Trial" and complete the form.

The trial will be listed under "Associated Cloud Trials" within a few minutes.

Go to Lead Management and select the opportunity. Scroll down to "Request New Order" and complete the form.

Navigate to Lead Management and select the opportunity.
Scroll to "Opportunity Actions," set "Share with distributor?" to "Yes", and then click "Submit".

If you buy DocuWare licenses through a partner rather than directly from DocuWare, the order form will not be displayed. In this case, please use your partner's ordering process instead.

You can view your resellers’ customers, contracts, contract line items, and DocuWare systems. For an overview across all customers, use the "All Customer Contracts" and "All Customer Contract Line Items" options.

Resellers need to share opportunities with you in order for you to place the order. To do this, they should follow the steps outlined in "How can I share an opportunity with my distributor?"

Customer data, contracts, and line items are visible by default because, as a distributor, you have already placed orders for those customers.
Opportunities, however, represent new business and are only visible to you when the reseller chooses to share them (as described above).