Agenda and Registration

DocuWorld Americas 2018

Get ready to set a new pace for your business by experiencing DocuWorld 2018. During the May 8-10 event, there will be something for everyone.

Owners and C-level personnel will gain insight into our industry’s advancements and see how to increase profits with DocuWare taking a holistic approach.

For those looking to gain their advanced re-certification training, bring your A-game as we invite you to 3 days packed full of learning, networking, and fun.

The Omni ChampionsGate in Orlando is a perfect venue for our event providing many social gathering places, a championship golf course, luxury resort amenities, an on-site lazy river, a brand new wave pool, family friendly villas, and nearby Walt Disney World®.

As always, the conference is complimentary for Authorized DocuWare Partners.

For general event questions, contact DocuWare at:
Toll Free (888) 565-5907
Telephone (845) 563-9045

Event App

Click here for the mobile app to access the full schedule and more while at the event. Bookmark it on your mobile device now; you will need it for Wednesday morning’s live web-based polling.

Event Highlights

Idea-tainment Idea-sharing opportunities abound. Networking meals, sport activities, games, and more sharpen your skills and build your professional community.

DocuWare Demo Challenge Showdown Come watch, cheer on and vote for your favorite final contestants as they compete in the Demo Challenge Showdown. It’s a great way to pick up additional demo tips and tricks for your next winning presentation.

Technology Pavilion See it in action – sponsors showcase their products and services that will further enhance your sales.

Re-certification Training This is a 3-day Advanced Sales and Technical training. Enjoy small, hands-on sessions with DocuWare sales and support experts – a training you can’t get online. Through insightful and interactive engagement, you’ll practice the latest in document management technology features. Get ready to meet DocuWare 7.

Diamond Club 2018 Advisory Board Meeting and Dinner The 2018 Diamond Club Board Meeting and dinner will coincide with DocuWorld. Personalized invitations will be sent providing details.

Important note regarding scheduling
  • In previous years, we held one full-day general session. This has now changed. In 2018, general session topics will be split into two days. Content will be presented on Tuesday and Wednesday.
  • To obtain your training re-certification, you need to attend sessions on all 3 days instead of 2 days, as in the past.
  • May 7

    Monday - Pre-Event Day

  • 10:00 a.m. - 6:00 p.m. Registration & Information Hours
  • 2:00 p.m. - 5:00 p.m. Diamond Club Advisory Board Meeting
  • 5:30 p.m. - 8:30 p.m. Diamond Club Dinner
    Invitations will be sent directly to Diamond Club Members
  • 1

    May 8

    Tuesday - Day 1

  • 7:00 a.m. - 6:00 p.m. Registration & Information Hours
  • 7:30 a.m. - 3:30 p.m. and 6:00 - 8:30 p.m. Technology Pavilion
  • 7:30 a.m. - 8:45 a.m. Breakfast – Network with Sponsors
  • 8:45 a.m. - 12:15 p.m. DocuWare Sales & Technology Strategy (How to make money!) (Simultaneous translation to Spanish provided)
  • 12:15 p.m. - 1:30 p.m. Lunch - Network with Sponsors
  • 1:30 p.m. - 5:00 p.m. Re-certification Training
  • 5:00 p.m. - 5:30 p.m. Bonus Feature
  • 6:00 p.m. - 8:30 p.m. Reception, dinner and casino night for Partners and Sponsors
  • 2

    May 9

    Wednesday - Day 2

  • 6:30 a.m. - 7:30 a.m. Fun Run, Walk & Talk (optional)
  • 7:00 a.m. - 6:00 p.m. Registration & Information Hours
  • 7:15 a.m. - 1:00 p.m. Technology Pavilion (exhibits end at 1:00)
  • 7:15 a.m. - 8:15 a.m. Breakfast – Network with Sponsors
  • 8:15 a.m. - 11:00 a.m. DocuWare Sales & Technology Strategy (How to make more money!) (Simultaneous translation to Spanish provided)
  • 11:00 a.m. - 12:00 p.m. Gold Sponsor Sessions
  • 12:00 p.m. - 1:00 p.m. Lunch - Network with Sponsors
  • 1:00 p.m. - 4:00 p.m. Re-certification Training
  • 4:30 p.m. - 6:30 p.m. Sports Activities
  • 6:30 p.m. - 9:00 p.m. Dinner for Partners and Sponsors
  • 3

    May 10

    Thursday - Day 3

  • 6:00 a.m. - 7:00 a.m. Fun Run, Walk & Talk (optional)
  • 7:00 a.m. - 1:30 p.m. Registration & Information Hours
  • 7:30 a.m. - 8:30 a.m. Breakfast
  • 7:30 a.m. - 8:30 a.m. DocuWare Demo Challenge Showdown
  • 8:30 a.m. - 11:30 a.m. Re-certification Training
  • 11:30 a.m. - 12:30 p.m. Grab & go lunch or sit & network
  • 12:00 p.m. - 3:00 p.m. DocuWare provided free bus service to Orlando International Airport (bus departures are: 12:00, 1:00, and 3:00)
  • Registration

    DocuWorld 2018 (Tuesday and Wednesday Mornings)
    All stakeholders from owners and/or C-level personnel to product managers, sales and technical personnel will gain first-access knowledge, insight, and ideas by attending the general sessions which will take place on Tuesday and Wednesday mornings.
    Topics covered will include: strategies to increase sales, DocuWare Cloud business and funding, customer testimonials, DocuWare brand news, a DocuWare Product Roadmap, and a message from our President on the future of our industry.

    Re-certification Trainings
  • Important note on training -- please note that this is a 3-day re-certification training -- to receive your re-certification, you must attend all 3 training days – May 8-10. Trainings end at 11:30 a.m. on May 10. Plan your flights accordingly. An early departure will forfeit your re-certification, no exceptions will be made.
  • Spanish trainings – back by popular demand, 2018 will feature one dedicated classroom for Spanish DAC (Sales) training and one for Spanish DSC (Technical). All subjects below will be covered in these rooms.

    There is no registration fee for Partners to attend DocuWorld and/or the re-certification training.
    Online registration is now closed. To register, cancel or change a registration, email

    The Sales (DAC) Training will offer the following courses that you can choose from to build your own agenda at the event. Most courses have multiple time slots.
    The 411 on Integration
    Customers today require document management to seamlessly integrate with their existing line-of-business systems. In this session, we will explore the DocuWare Modules that allow for the capture and retrieval of documents using common productivity applications. In addition, DocuWare Professional Services team members and SAP specialist, Matthias Neffe, will speak to the best practices for data integration with popular ERP, HR, and CRM systems. Gain insight into the why, how, and benefits of these powerful integrations.

    The Demo Wow Factor
    DocuWare does many awe inspiring things. However, not everyone is aware of some of the truly fascinating functions that should be shown during a demo to make a prospect say "WOW!" This course is designed to teach you how to demo these awe inspiring features to help close deals because your best demo is ahead of you.

    Invoice Processing
    Invoice Processing is the number one driver of DocuWare sales every year. This course showcases a complete solution focused on this key accounting process. You will learn how to demonstrate it, related marketing materials, and the sales process for this exciting new sales approach.

    Human Resources
    Human Resources is an excellent way to penetrate an organization or to expand a current DocuWare account. We take on HR covering how to demonstrate, related marketing materials, and the sales process to help you close deals.

    Effective Form Management
    Digitalization is here to stay. Organizations are looking for ways to move from paper to digital forms but yet at the same time, eliminate as much manual data entry as possible. The solution is easy with DocuWare Forms; equip your customers and prospects with the ability to go digital and convert repetitive manual entries and filing into a seamless digital process. Learn how to's and also practical applications of the tool.

    Greater Efficiency with Workflow
    The key to any successful automated business process is workflow. DocuWare Workflow enables organizations to improve efficiencies while aiding in cutting costs. This course will cover basic workflow design, proven uses, and sales strategies of workflows in today's dynamic business climate.

    Popular Verticals for Sales Success
    DocuWare sells on average 1,200 systems a year. Of those, there are many verticals or hot areas where DocuWare is regularly sold. This round-tables session lets you connect with peers on top industry selling points. Get inspired to sell more.

    Sales Opportunities as High as the Clouds
    Most businesses today have more than one online subscription-based software that they need to run their business every day. Cloud solutions offer a low threshold to onramp a user at a lower startup cost. Document management in the cloud is not a new concept; just another way to deliver flexibility with full-set functionality or pre-defined feature sets tailored to specific departmental or vertical needs. We see this with the ever-increasing number of DocuWare Cloud sales month over month. In this course we will discuss how to engage prospects and current customers on the benefits of a cloud document management solution.

    Sales 101
    Every now and then we all need to get back to the basics. This is a good place to start for all DocuWare newbies and a great refresher for our seasoned veterans. We will cover prospecting, lead qualifying and best practices for successful Lunch & Learns.

    The Technical (DSC) Training will cover the following topics. Attendees will be assigned to a training room where the instructors will rotate so that you receive a comprehensive training covering all subjects below.
    What's New in DocuWare 7
    With Version 7 due out just prior to DocuWorld, this session will provide the latest developments in architecture, services, and scaling, along with general highlights of our most current release.

    Upgrading DocuWare
    Keeping your customers upgraded to the latest technology keeps their business moving forward and keeps you relevant to their success. This session will cover upgrade paths, challenge and solutions, and best practices for a smooth transition from versions of 6.x to 7.

    Some DSCs find troubleshooting a bit challenging while others like the challenge of finding the solution. Either way, we are here to help. In this session you'll gain a host of knowledge in topics such as performance, database tuning and all things related to the log.

    DocuWare Forms is now one of the bestselling modules which makes it one that you need to know inside and out. This session will give you hands on training on how to create popular merge forms such as an I9 and W2.

    Workflow VB Scripting
    Getting the workflow implementation right will make for a smooth rollout. Get ready to get your hands dirty with this one. You'll gain hands on experience with arithmetic expressions and string manipulations. Our subject matter experts give you the experience you need to get creative on your own.

    Workflow Advanced Programming
    Workflow techies will love this class. Workflow web services are covered in this advanced programming class.

    Online registration is now closed. To register, cancel or change a registration, email
    There is no registration fee for Partners to attend DocuWorld and/or the re-certification training.

    Meals are included as follows:
  • Breakfast (Tuesday, Wednesday, Thursday)
  • Lunch (Tuesday, Wednesday, Thursday)
  • Dinner (Tuesday, Wednesday) – Diamond Club Members only are entitled to bring a dinner guest

  • GOLD Sponsors

    Ancora Software

    SILVER Sponsors

    BRONZE Sponsors