Partner Certifications

DocStar Partner certifications substantiate your mastery of the DocStar and DocStar ECM product lines. DocStar certified engineers have proven their knowledge and ability to work with our products. Certifications also build confidence: your confidence in your knowledge and your customer’s confidence in you!

DocStar Business Partners are required to maintain training certifications. At least one Solutions Engineer and one Sales Professional must be certified at all times. All new Business Partners are required to complete the minimum required training within 90 days of joining the partner program. For additional details, please log in to the secure Partner Portal.


Certifications

eclipse Solutions Engineer

A certified Solutions Workflow Architect has distinguished him/herself as a skilled and knowledgeable DocStar ECM engineer with mastery to plan, design and build DocStar Workflows.

▸ Show Required Courses

Number Course Name Length*
E ATC-E001 eclipse Getting Started 1 hr
DETAILS: All you need to know to begin using eclipse. This course covers fundamental concepts and common features that are essential to help you get started.
E ATC-E003 eclipse Site Configuration 1.5 hrs
DETAILS: This course is specially designed with site administrators in mind. Learn how to create and manage users and groups, define different levels of access with security settings, create fields, lists, and content types as well as how to personalize your site create with BuzzSpace messages.
P ATC-E005 eclipse Private Cloud Installation 1 hr
DETAILS: Learn how to install DocStar ECM on premises.
E ATC-E006 eclipse Batch Import 1 hr
DETAILS:
E ATC-E004 eclipse Workflow Design 2 hrs
DETAILS: Learn how to improve business processes by designing and building content-driven workflows. In this course, you will learn how to design and build DocStar ECM workflows using the included Workflow Designer. Also explore the added value of conditional branch logic using the Advanced Workflow module.

eclipse Solutions Architect

▸ Show Required Courses

Number Course Name Length*
E ATC-E001 eclipse Getting Started 1 hr
DETAILS: All you need to know to begin using eclipse. This course covers fundamental concepts and common features that are essential to help you get started.
E ATC-E003 eclipse Site Configuration 1.5 hrs
DETAILS: This course is specially designed with site administrators in mind. Learn how to create and manage users and groups, define different levels of access with security settings, create fields, lists, and content types as well as how to personalize your site create with BuzzSpace messages.
DETAILS:
E ATC-E004 eclipse Workflow Design 2 hrs
DETAILS: Learn how to improve business processes by designing and building content-driven workflows. In this course, you will learn how to design and build DocStar ECM workflows using the included Workflow Designer. Also explore the added value of conditional branch logic using the Advanced Workflow module.
P ATC-E007 eclipse Integration Suite: Datalink 1 hr
P ATC-E008 eclipse Integration Suite: Application Integrator & SmartLink 1 hr

 

3.x Certifications

DocStar Solutions Engineer

A certified Solutions Engineer is capable of providing service and support of DocStar. He/she has in-depth product knowledge and knows how to address a business’s support and service needs.

▸ Show Required Courses

Number Course Name Length*
E ATC-D002 DocStar Fundamentals 1 hr
DETAILS: Participants will learn core features and fundamental concepts that drive the essential functions of DocStar.
E ATC-D003 DocStar Workflow Overview 1 hr
DETAILS: See what Workflow is all about! Learn how to work with documents in workflow, navigate the Workflow interface, and managing Workflow items.
E ATC-D008 DocStar Administration 1.5 hrs
DETAILS: Participants will learn common administrative tasks and maintenance of a DocStar system.
E ATC-D005 DocStar Template Design 1.5 hrs
DETAILS: Participants will learn the fundamentals features for creating document templates.
P ATC-D006 DocStar Advanced Template Design 2 hrs
DETAILS: Expand upon your template knowledge and learn how to create powerful filing templates using ADP to split and automatically file documents. Also learn how to harness data from external data sources such as XML data and ODBC connections.
P ATC-D010 DocStar Technologies (2 Parts) 6 hrs
DETAILS: A comprehensive, 2 part, workshop for people who have DocStar experience and want to advance their product knowledge to provide a better customer experience. This hands-on workshop will provide a deep dive into product features. Participants will learn the mechanics and concepts that drive the essential functions of DocStar and explore tools and utilities designed specifically with the DocStar Technician in mind.
P ATC-D011 DocStar Troubleshooting 2 hrs
DETAILS: Participants explore tools and utilities designed specifically with the DocStar Technician in mind.

DocStar Solutions Workflow Architect

A certified Solutions Workflow Architect has distinguished him/herself as a skilled and knowledgeable DocStar engineer with mastery to plan, design and build DocStar Workflows.

▸ Show Required Courses

Number Course Name Length*
E ATC-D002 DocStar Fundamentals 1 hr
DETAILS: Participants will learn core features and fundamental concepts that drive the essential functions of DocStar.
E ATC-D003 DocStar Workflow Overview 1 hr
DETAILS: See what Workflow is all about! Learn how to work with documents in workflow, navigate the Workflow interface, and managing Workflow items.
E ATC-D008 DocStar Administration 1.5 hrs
DETAILS: Participants will learn common administrative tasks and maintenance of a DocStar system.
E ATC-D005 DocStar Template Design 1.5 hrs
DETAILS: Participants will learn the fundamentals features for creating document templates.
P ATC-D006 DocStar Advanced Template Design 2 hrs
DETAILS: Expand upon your template knowledge and learn how to create powerful filing templates using ADP to split and automatically file documents. Also learn how to harness data from external data sources such as XML data and ODBC connections.
DETAILS: Participants explore tools and utilities designed specifically with the DocStar Technician in mind.
P ATC-D012 DocStar Workflow Design 2 hrs
DETAILS: A workshop for individuals who have DocStar experience and want to learn how to create and implement document workflows with DocStar Workflow AddIn Module.