Blue Prism® TAP Partner &Digital Exchange
User Guide
Document Revision 3.6

Contents
Overview.......................................................................................................................................................................1
About this Document ...............................................................................................................................................1
Blue Prism Digital Exchange Team..........................................................................................................................1
TAP Registration Overview ..........................................................................................................................................2
Registration/Login Process .........................................................................................................................................3
Company Registration Process ...................................................................................................................................4
New Company ..........................................................................................................................................................4
Existing Company ....................................................................................................................................................4
Join the DX as a Technology Alliance Partner (TAP) and Provider ............................................................................5
The Digital Exchange Dashboard ................................................................................................................................6
Dashboard Navigation .............................................................................................................................................6
Key Milestones .........................................................................................................................................................6
Submit DX Partner Profile............................................................................................................................................7
Submission Process .................................................................................................................................................7
DX Profile Layout......................................................................................................................................................8
Submitting an Asset .....................................................................................................................................................9
Submission Process .................................................................................................................................................9
Asset Submission Layout ....................................................................................................................................... 10
Types of Assets ....................................................................................................................................................... 11
Private Assets ......................................................................................................................................................... 13
Approval Process ................................................................................................................................................... 14
Editing Your Asset .................................................................................................................................................. 14

Blue Prism Digital Exchange – User Guide
Document Revision 3.0

Overview
The Blue Prism Digital Exchange (DX) makes the democratizing of AI a reality for all enterprises and further
establishes Blue Prism as the de facto Digital Workforce Platform. The Digital Exchange makes theconsumption of AI technology fast and simple and helps businesses connect and integrate their systems ofrecord with disruptive technologies for greater operational agility. The Digital Exchange is a “shop window” tobring new and emerging technologies to life and allow our partners to give global enterprise customers directaccess to technologies from Blue Prism and our partners as downloadable apps or via referrals to the partner
for sale, a la iTunes App store. It is an extensive and professional marketplace that will enable thousands ofusers and over 1000 customers worldwide to see the “art of the possible” that is only achievable through a turnkey, ecosystem of best-of-breed technologies.

About this Document
This document has been compiled to provide an overview of the Digital Exchange and how to utilize the various
functions within the tool. The Digital Exchange is a best of breed technical platform allowing for Partners toprovide a storefront to their complementary products/solutions. Customer can review the options and learn
more about the possibilities between Blue Prism and our trusted partners and providers. All assets on theexchange will be technically reviewed to ensure that they do not contain any malware and generally function as
expected.

Blue Prism Digital Exchange Team
Title

Name

Paul Nerger

VP Digital ExchangeRich Pauly

Global Head of Digital Exchange

Kyle Strumberger

Global Manager Digital Exchange

Melanie Giuliani

Online Community Manager

Ruth Francis

Digital Exchange Support Engineer

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Blue Prism Digital Exchange – User Guide
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TAP Registration Overview
Please follow the below steps in order to complete your registration process on the Blue Prism Digital
Exchange. They must be followed sequentially, if not the TAP application will not be available to view after
saved / submitted. All fields are hyperlinked to bring you to the exact webpage to complete the associatedprocess.

1.

Register on the DX

Follow the registration process on the Blue Prism portal to complete this step.

Current Blue Prism Portal Users
If you have an existing account with Blue Prism on the Blue Prism Portal, you will be able to use your same
credentials to log in to the Digital Exchange.

New Blue Prism Portal Users
If you have never visited on the Blue Prism Portal, you will have to register.

2. Create Company on DX
Once you are a registered user on the Digital Exchange you will need to either register or associate yourcompany. If your domain matches an existing domain in the system, you will be prompted to select thatcompany and the association will be made automatically. If the system is unable to find an association, then
you will be prompted to add your company information.

3. Sign Up as a Provider
In order to contribute to the Digital Exchange by posting assets you will need to register as a provider. Whenregistering please fill out the DX Partner Profile in its entirety and our internal team will review and approve
shortly after submission. Assets do not need to be uploaded at this time, it can be completed later.

4. Sign Up as a TAP Provider
You will need to register as a Technology Alliance Partner to complete the necessary onboarding to beconsidered a TAP Premier or TAP Affiliate Partner. Please complete this registration form in its entirety to beconsidered for TAP partnership. An internal Blue Prism employee will review and approve/deny. If approved
your assets and profile on the DX will receive TAP badging.

5. Submit Asset
Once you have completed your registration, signed up as a Partner/Provider, and completed your DX Profile
you will have the option to Submit an Asset. Asset submission is the core of the Digital Exchange. It allows thepartners the capability to showcase their Blue Prism complementary solutions.

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Blue Prism Digital Exchange – User Guide
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Registration/Login Process
Navigate to https://digitalexchange.blueprism.com

Current Blue Prism Portal Users
If you have an existing account with Blue Prism on the Blue Prism Portal, you will be able to use your same
credentials to log in to the Digital Exchange.
1. Visit https://digitalexchange.blueprism.com
2. Click the person icon onn the top right corner of the page
3. Select the ‘Login’ option
4. Once redirected to the Blue Prism Portal login screen, enter your credentials
5. Upon acceptance of your credentials you will be directed back to the DX

New Blue Prism Portal Users
If you have never visited on the Blue Prism Portal, you will have to register.
1. Visit https://digitalexchange.blueprism.com
2. Click the person icon on the top right corner of the page
3. Select the ‘Register’ option
4. Once redirected to the Blue Prism Portal login screen, at the bottom of the page select ‘Sign Up Here’5. Follow the prompts and enter your information
6. Once submitted you will receive a welcome email to complete your registration and password

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Blue Prism Digital Exchange – User Guide
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Company Registration Process
Once you are a registered user on the Digital Exchange you will need to either register or associate yourcompany. If your domain matches an existing domain in the system, you will be prompted to select thatcompany and the association will be made automatically. If the system is unable to find an association, then
you will be prompted to add your company information. This is all you need to do from a registration process if
you are interested in just using the DX. If you would also like to post assets to the DX, then you must register asa Provider as well.

New Company
If you are not associated with a company or the first user for your company to register on the Blue Prism Digital
Exchange, you will have to create your company and will be redirected to the company registration page.
Please fill out all the required information regarding your company and select create.

Existing Company
If the Digital Exchange recognizes your domain as one tied to an existing Digital Exchange Company, it willshow you the company option. If it is your company, then click on select on the right side to be correctly
associated:

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Blue Prism Digital Exchange – User Guide
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Join the DX as a Technology Alliance Partner (TAP) and Provider
If you would like to continue and join the Digital Exchange in order to share assets, then you will want toregister as a partner/provider.
1. Login using your Blue Prism Portal credentials
2. Select ‘Join’ on the top navigation bar
3. Select your provider type: TAP Partner, Provider, or Other Types of PartnershipoTechnology Alliance Partner – You are an independent software vendor (ISV) and would like tocreate integrations with Blue Prism. You must sign up as a Provider prior to completing the TAP
Application.

oProvider – You have developed assets that you would like to upload to the Blue Prism Digital
Exchange. A Provider is someone who might or might not be a Partner of Blue Prism but would
like to contribute an asset to the Digital Exchange.

oOther Types of Partnership – For any other type of partnership (to become a Channel Partner,
Value Added Reseller, Authorized training partner etc.), please visit this link and complete thequestionnaire.

4. If you would like to be a TAP Partner, or you fall into the Other Types of Partnership category, you will
be redirected to a request form to fill out for review and approval in a timely manner.
5. If you choose Provider, you will be directed to enter in your Digital Exchange Profile details.

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Blue Prism Digital Exchange – User Guide
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The Digital Exchange Dashboard
Once you have registered as a Partner/Provider on the Digital Exchange you will have an option labelled ‘My
Account’ where you can manage your profile, submitted assets and your TAP Application. Main navigation will
help you to manage your profiles, submissions, and leads. The key milestone area is critical in the beginningfor the first set of steps to get up and running quickly on the Digital Exchange.
Dashboard
Navigation

Key Milestones togetting up and runningon the Digital Exchange

Dashboard Navigation•

Overview – The page that you have landed on and viewing when you first login•

DX Leads – Customer leads from your asset or solution will appear here•

Asset – Listing of the assets or solutions that you have created for the Digital Exchange•

DX Partner Profile – Lists out your profile on the Digital Exchange•

TAP Application (if applicable) -•Contact Us Tickets – These are generic, non-specific tickets or questions about Blue Prism, the Digital
Exchange, or the Blue Prism Product•Support Tickets – These are specific tickets about your profile/assets on the Digital Exchange. Items
here might be asset publishing related, questions about your profile, etc.

•

Quick Links – Links to basic tasks for ease of use

Key Milestones
On the right side of the Dashboard page is the “Digital Exchange Process”. This is the process that will walk you
through your individual setup from start to finish. There are a few different icons you will notice as you walkthrough the process:•Green Check Mark – a task you have already completed•

Black Lock – the next task to complete, the lock is also an active link•

Red Lock – Tasks further down the process that are not yet available to you•

Blue Dots (3) – These are additional tasks that will show as needed depending on your role

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Submit DX Partner Profile
Once registered as a Partner/Provider you will have access to ‘My Account’. Under the Overview portion of the
Dashboard you will see you have unlocked the ability to submit a DX Partner Profile. Creating your DX Partner
Profile is a necessary step that must be taken in order to submit an asset.

Submission Process
1. Ensure you have registered your account and joined the Digital Exchange as a Partner/Provider
1. Login using your Blue Prism Portal credentials
2. Visit ‘My Account’ on the top banner
3. Select ‘Account Dashboard’
4. Select ‘Submit DX Partner Profile’ from the Digital Exchange Process page
5. Complete DX Partner Profile template with your company information, logo, and category information
6. Your DX Profile will be submitted to the Blue Prism Marketplace Manager for approval

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Blue Prism Digital Exchange – User Guide
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DX Profile Layout
Your DX profile is the presentation of your company on the Digital Exchange. It is open to the public andincludes the following elements:

1
2

3

4

1. This is the description of your company to the world. It’s about what you do and the value you canbring. Be sure to convey your message in a direct, concise way.
2. Here is the location of your logo as well as the company address and link to your website
3. Request Information allow for customers to contact you directly. On the Profile form, this is the Lead
Contact email field.
4. All assets you post will show up at the bottom of the page. There is no action required in this area as
the system will automatically pull in your asset submissions.
Note: This will be filled out before you submit any assets, and will be subject to the DX Manager approval.
At any time in the future if you need to update, you will be able to access it through the dashboard. Allelements of your company will be carried over from the company submission during registration. The only
fields that you will have to add for the profile are: Long and short company descriptions, Logo, Lead
Contact Email, and Applicable Skills, Technologies and Industries.

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Blue Prism Digital Exchange – User Guide
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Submitting an Asset
Once you have completed your registration, signed up as a Provider, and completed your DX Profile you will
have the option to Submit an Asset. Asset submission is the core of the Digital Exchange. It allows the partners
the capability to showcase their Blue Prism complementary solutions.

Submission Process
1. Ensure you have registered your account, joined the Digital Exchange as a Partner/Provider, andcreated your DX Partner Profile
2. Login using your Blue Prism Portal credentials
3. Visit ‘My Account’ on the top banner OR ‘Submit Asset’ to be taken directly to the Submit Asset form
4. Select ‘Account Dashboard’
5. Select ‘Submit Asset’ from the Digital Exchange Process page
6. Complete the Submit Asset form with as much information as possible
7. Once relevant details have been added, select ‘Save for Later’ to continue working on your submission
or ‘Create Asset’ at the bottom of the form to initiate the approval workflow
8. Your Asset Submission status will be set to ‘Pending Approval’ and go through the approval workflow
and be reviewed by the Blue Prism Marketplace Manager, Blue Prism Marketing, as well as the Blue
Prism Technical team to ensure the validity and completion of your submission
9. Once approved your asset will be published on the Blue Prism Digital Exchange

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Asset Submission Layout

8

1
2
3
9

10

11

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4

5

6
14

7
1. Asset Name – Title of your asset
2. Asset Pitch – Appears on the nameplate, >125 characters
3. Partner Offering – Description of Partner/Provider’s proprietary tehcnology
4. Images – Up to 5 images can be hosted in this section
5. Videos – Up to 3 Youtube videos can be hosted in this section
6. About the Asset – Summary of the value of the asset
7. Benefits of the Asset – Features and benefits of the asset
8. View All Assets by Company – Review all assets submitted by a specific company
9. Download Asset – Initiate download of asset or redirect to Partner/Provider landing page
10. Request Information – Customers submit leads for further inquiries
11. General Information – Version, author, asset type, last pdated date
12. Documentation – Integration guides, marketing materials, etc.
13. Support – Support contact
14. Categories – Industry categories applicable to the asset

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Types of Assets
Please be aware that when selecting the type of asset you would like to publish you can only submit one of thefollowing. If you provide both the system will not publish out your submission as it will not know which option
to choose. Please make sure to only load an asset or link out to your chosen site.

Download Directly from the Digital Exchange
You have the ability to host your asset directly on the Digital Exchange. This will allow all registered users to
download your asset through their web browser. Your submitted asset can be a Visual Business Object (VBO),
Command Line, SOAP Web Service, a Solution, or a Skill. If you would like users to have the ability to download
your asset directly from the Digital Exchange, you will need to complete the following in the Submission Form:•

Technical Asset Upload – Use the first file if your asset is not going to be posted as a Blue Prism skill(skills were introduced in Blue Prism version 6.4). If you would like to add your asset as a skill, see
below.

•

Agree to MIT or GNU License – these are publish sharing licenses and one choice is required for your
asset

•

Complete the Market Intake Form – This is requirment of the US Government for digital assets

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Blue Prism Digital Exchange – User Guide
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Skill Submission
If you have created a WebAPI compatible with Blue Prism 6.4 and would like it converted to a skill you will needto provide the following in addition to the license and market intake form discussed in the above section.

•

WebAPI – The code that will perform the action or interface the Digital Worker and the complementary
technology. This will be in the format of a .bprelease file.

•

Image – Must provide an image that will be placed in the skills toolbar on the right. It will need to be
50x50 pixels and reference the name of the asset in a clear and concise way so not to confuse theconsumer.

•

JSON File – Organized according to the following format:

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Blue Prism Digital Exchange – User Guide
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Link Out to Download
By linking out to your asset this will redirect users to leave the Digital Exchange and visit the predetermined
web address you have provided in your Asset Submission. This option is for Partners/Providers who would liketo provide more guidance, assist in integration of the asset, review potential opportunities with customers, sell
their integration, etc. We ask that if you choose this option the landing page you direct customers to a pagethat will direct them through the next steps of their download/integration.

Private Assets
Private Assets allow customers to post assets to the Blue Prism Digital Exchange that are only visible andshareable with team members from the same company. Customers will create their own private DX assets cobranded for their enterprise. Each asset that is loaded onto the Digital Exchange will have the option to bemarked as Private.
Company members will need to be logged into the DX to view and action the private assets. DX Users not
associated with the company that created the private asset will not be able to view the private asset(s). All
assets marked as private will have a lock int the upper right corner of the asset card that denotes the asset as
private. Any card not displaying this lock is visible to the general public.

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Blue Prism Digital Exchange – User Guide
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Sign Up for Ability to Post Private Assets
Please send an email to DXSupport@BluePrism.com to sign up for access to private assets for your company.
When submitting this request, please include the following:•

Subject Line: Setup Private Assets•

Body: Email and Phone of primary contact managing private assets

Submitting Private Asset
1. Login to the Digital Exchange with your Blue Prism Portal Credentials
2. Submit an asset following the “Submission Process” section of this document.
3. Select the checkbox titled “Is this Asset Private?” on the Asset Submission FormApproval Process
Once your asset is submitted it will go through an approval workflow for review by the Blue Prism TechnicalTeam, Marketing Team, and Digital Exchange Marketplace Manager.
•

Technical Team – Review to ensure the asset/solution contains documentation for setup/configuration,
dependencies, troubleshooting etc. Confirms the asset is secure and does not contain any harmful virus
or suspicious code and contains portability to mirror what is being described in the setup
documentation.

•

Marketing Team – Review to ensure the positioning and wording around the asset is user friendly, clear
and concise, and sends the appropriate message.

•

Marketplace Manager – Final review to ensure all necessary documentation is present.

If the Blue Prism team finds that all details for the asset and marketing material are in order, then the team willchange the status to Published and it will appear on the DX. In the event that there is a concern or issue, thestatus will be set to Partner Review and you will have to make the changes outlined in the review sections on
the asset submission form and resubmit for review.

Editing Your Asset
You can update your asset at any moment in time. If you decide to change anything related to your Digital
Exchange Profile or Submitted Asset/Solution, the system will automatically put your profile/asset in a status of‘pending.’ An alert will be sent to the Marketplace Management Team that the changed item is Pending
Versioning approval and requires review. When reviews are complete, then the Marketplace Manager will
publish out the changes you have made. The old versions will remain published on Digital Exchange until thechanges are approved by the Marketplace Management team.

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