Agility - OpenText Cloud Fax Integration and Automation

Common Integration Use Cases Between Agility and OpenText Cloud Fax

1. Fax-to-Content Intake for Regulated Document Publishing

Data flow: OpenText Cloud Fax ? Agility

Organizations in healthcare, government, or legal services often receive signed forms, approvals, or supporting documents by fax. With this integration, inbound faxes are automatically captured, classified, and stored in Agility as content items or linked assets for internal review and publishing workflows.

• Automatically route faxed documents to the correct content type or folder
• Attach metadata such as sender, date, document category, and case reference
• Enable marketing, compliance, or operations teams to access approved documents from a central CMS

Business value: Reduces manual scanning and indexing, improves document traceability, and creates a controlled digital record of fax-based submissions.

2. Publish Fax Submission Forms on Customer-Facing Pages

Data flow: Agility ? OpenText Cloud Fax

Agility can power public or partner-facing web pages that collect requests requiring fax submission, such as referral forms, consent documents, or legal notices. Once a user completes a form in the website or portal, the system can generate a fax-ready document and send it through OpenText Cloud Fax to the intended recipient.

• Use Agility to manage form content, instructions, and landing page copy
• Trigger fax delivery from a workflow after form submission
• Track delivery status for operational follow-up

Business value: Streamlines customer and partner interactions while preserving fax as a compliant delivery channel where needed.

3. Compliance Document Distribution from CMS Workflows

Data flow: Agility ? OpenText Cloud Fax

When compliance, legal, or policy documents are finalized in Agility, they can be sent automatically by fax to external stakeholders who require hard-copy style delivery. This is useful for notices, policy updates, contract addenda, or regulated communications.

• Publish approved content in Agility
• Convert the content into a faxable PDF or document package
• Send to predefined recipient lists through OpenText Cloud Fax

Business value: Ensures controlled distribution of official documents and reduces dependence on manual faxing by administrative staff.

4. Fax Confirmation and Audit Trail Embedded in Content Operations

Data flow: OpenText Cloud Fax ? Agility

Fax delivery receipts, transmission confirmations, and failure notices can be captured in Agility and linked to the related content record or workflow item. This gives content, legal, and operations teams a single place to review communication status and supporting evidence.

• Store fax confirmation logs alongside the source content
• Flag failed transmissions for retry or escalation
• Support audit requirements with searchable delivery history

Business value: Improves accountability, simplifies audits, and helps teams prove that regulated communications were sent successfully.

5. Patient, Client, or Citizen Communication Portals with Fax Escalation

Data flow: Bi-directional

Agility can serve as the content layer for portals where users submit requests, upload documents, or access instructions. If a digital submission is incomplete or a recipient requires fax, the workflow can route the relevant document through OpenText Cloud Fax. Returned fax responses can then be stored back in Agility for case management or content review.

• Use Agility to manage portal content and submission instructions
• Send documents by fax when digital delivery is not accepted
• Capture incoming fax responses and associate them with the original request

Business value: Supports hybrid digital and fax-based communication models without fragmenting the user experience.

6. Centralized Document Publishing for Branch or Field Operations

Data flow: Agility ? OpenText Cloud Fax

Head office teams can maintain approved operational documents in Agility, such as policy updates, procedural notices, or emergency instructions. These documents can then be faxed to branch offices, clinics, field locations, or partner sites that still rely on fax for official communication.

• Maintain a single source of truth for approved documents in Agility
• Distribute updates to fax-dependent locations automatically
• Reduce version drift across distributed teams

Business value: Improves consistency of operational communications and reduces the risk of outdated instructions being used in the field.

7. Secure External Document Exchange for Regulated Content

Data flow: Bi-directional

For organizations handling sensitive or regulated information, Agility can manage the content lifecycle while OpenText Cloud Fax handles secure transmission to external parties. This is useful for sending approved documents out and receiving signed or annotated documents back in a controlled workflow.

• Agility manages document versioning, approval, and publishing
• OpenText Cloud Fax handles secure outbound and inbound transmission
• Returned documents are stored and indexed in Agility for review

Business value: Creates a governed end-to-end process for sensitive document exchange while preserving compliance and operational control.

8. Marketing or Service Notifications Requiring Fax Delivery

Data flow: Agility ? OpenText Cloud Fax

In industries where certain customers, vendors, or partners still require fax for formal notices, Agility can manage the message content, templates, and landing page assets while OpenText Cloud Fax delivers the final communication. This is especially useful for policy notices, service changes, or account-related updates that must reach fax-only recipients.

• Manage message templates and approved copy in Agility
• Generate fax-ready output from content workflows
• Deliver to segmented recipient lists through OpenText Cloud Fax

Business value: Extends the reach of digital content operations to non-digital recipients without creating separate manual processes.