Professional Services

Learn about the ActiveDocs' world-class Professional Services Team.

The ActiveDocs Professional Services team is world class and receives many accolades from our Global customer base.

“I wanted to pass along some feedback regarding a wonderful customer service experience we had with one of your support team members. We had a very short timeline for implementing the ActiveDocs service, integrating it with our current applications, and testing the end to end results. During the final day prior to our production release there were some nagging formatting issues that we couldn't resolve. After contacting the ActiveDocs support team we were quickly able to jump on a WebEx with one of your support team members. He was one of the most helpful support people that I have ever had the pleasure working with. He took the time to fully understand our issues as well as how we were implementing the product. He was able to walk us through the resolution and make sure we fully understood the changes. We also gained from suggested performance tweaks which greatly reduced processing time overall in the doc creation process. You may ask yourself, why is this guy writing this note? I believe that it's very important to recognize exemplary service in any vendor partnership. In this day and age this kind of customer service is getting harder and harder to come by.” – Director of Applications Development, North American Financial Services organization.

ActiveDocs consultants bring a comprehensive understanding of document based business processes and document automation issues to your organization.

Our consultants' extensive product experience, project management skills, and industry knowledge ensures that your organization receives the expertise and training required to develop successful document automation solutions.

From day one, we will take on your challenges like they were our own and work to provide the best possible solution for long-term efficiency improvements across your enterprise.

ActiveDocs Professional Services include:

For more information on our Professional Services please feel free to contact us.


Planning & Implementation

The ActiveDocs Professional Services team of consultants and trainers are here to help you properly assess, plan, develop, and implement document automation solutions that provide you with an immediate return on investment.

ActiveDocs engineers work with your technical staff to create the best implementation strategy for a smooth and seamless transition to using ActiveDocs.

Important services provided during the implementation phase include data migration and configuration with other systems. This service can often be performed via remote support or our engineers can work with you directly onsite.



ActiveDocs offers a comprehensive training program that covers the complete suite of ActiveDocs products.

Make the most of your ActiveDocs solution through training. We aim to ensure the ongoing success of your document automation project by helping you maximize the potential from our solutions. The more effectively and efficiently your organization are able to use ActiveDocs, the more it will contribute to the success of your organization.

Our experienced trainers thoroughly understand the work environment and all of our workshops use real-world exercises to make your ActiveDocs solution more effective.

Training can be conducted as either Web-based sessions or as on-site, classroom based sessions. Web-based training is broken into sessions of 2 hours each, with a maximum of 4 participants per session. On-site training sessions are limited to a maximum of 6 participants and are between 2-5 days in duration.


Designer Certification

Make the most of your technical staff's time by certifying they know how to efficiently use the ActiveDocs Opus solution. Our ActiveDocs Opus Designer Certification gives you a measurable way to evaluate your technical staff's knowledge and ability. Annual certification is available for each ActiveDocs Opus solution.


Template Outsourcing

Undertaking the automation of business templates can appear to be a daunting task. Most organizations see the immediate benefits and efficiencies to be gained but struggle to find adequate resources to implement the process.

ActiveDocs Template Designers automate complex templates for our customers every day. We provide a cost effective and rapid service which is secure and confidential. We have a structured process that enables us to identify business logic and rules required for your documents which are documented prior to commencing automation of your documents.


Learn More

Raptor icon

We are announcing the latest updates to ActiveDocs Opus Raptor.
Learn more >

NTG icon

A new implementation for fast and compliant production of tender documents.
Learn more >

Cigna icon

One of the world's largest insurers migrates its legacy print systems and thousands of templates.
Learn more >