Box - OpenText Active Community - Trading Grid Integration and Automation

Common Integration Use Cases Between Box and OpenText Active Community - Trading Grid

1. Centralized document repository for trading partner collaboration

Data flow: Box ? OpenText Active Community - Trading Grid

Store master copies of contracts, specifications, compliance certificates, and shipment documents in Box, then publish approved versions to the Trading Grid community for partner access. This gives internal teams a controlled content repository while ensuring trading partners always see the latest approved documents.

• Reduces duplicate file storage across partner portals
• Improves version control and auditability
• Supports secure sharing with external suppliers, distributors, and logistics providers

2. Issue resolution workspace for exceptions and disputes

Data flow: OpenText Active Community - Trading Grid ? Box

When a trading exception is raised in the Trading Grid community, related evidence such as invoices, packing lists, photos, and correspondence can be automatically copied into a Box case folder. Operations, finance, and customer service teams can then collaborate on the issue in one secure workspace.

• Speeds up dispute investigation and root-cause analysis
• Keeps all supporting evidence tied to the exception record
• Improves cross-functional coordination across internal teams

3. Controlled external review of sensitive business documents

Data flow: Box ? OpenText Active Community - Trading Grid

Use Box as the secure authoring and approval environment for sensitive documents such as pricing agreements, quality manuals, or regulatory submissions. Once approved, selected documents are shared into the Trading Grid community for partner review and acknowledgement, while responses or comments are routed back to Box for internal follow-up.

• Maintains internal governance before external release
• Supports structured partner review cycles
• Reduces risk of sharing incomplete or unapproved content

4. Supplier onboarding and compliance document exchange

Data flow: Bi-directional

During supplier onboarding, Box can collect and manage required documents such as tax forms, insurance certificates, and security attestations. OpenText Active Community - Trading Grid can then be used to request missing items from suppliers and confirm receipt or approval status. This creates a more efficient onboarding workflow with clear accountability.

• Shortens supplier onboarding timelines
• Improves compliance tracking across partner populations
• Creates a repeatable process for document collection and validation

5. Shipment and order documentation distribution

Data flow: Box ? OpenText Active Community - Trading Grid

For each order or shipment, Box can generate a secure document package containing purchase orders, advance ship notices, bills of lading, and customs documents. The package can then be distributed through the Trading Grid community to the relevant trading partners involved in fulfillment, customs clearance, or receiving.

• Improves document availability for time-sensitive logistics activities
• Reduces manual email-based document sharing
• Helps partners access the correct documents for each transaction

6. Audit-ready retention and evidence management for partner interactions

Data flow: OpenText Active Community - Trading Grid ? Box

Capture key partner communications, approvals, and transaction evidence from the Trading Grid community into Box for long-term retention and audit support. This is especially useful for regulated industries that need to preserve proof of document exchange, acknowledgements, and issue resolution history.

• Supports audit and compliance requirements
• Creates a searchable record of partner interactions
• Helps legal and compliance teams respond to inquiries faster

7. Collaborative contract amendment and renewal process

Data flow: Box ? OpenText Active Community - Trading Grid

Manage contract drafts, redlines, and approvals in Box, then share finalized amendments with trading partners through the Trading Grid community for confirmation and execution. Any partner feedback or acceptance notices can be returned to Box to complete the contract record.

• Streamlines contract renewal cycles
• Improves visibility into partner acceptance status
• Ensures a single source of truth for executed agreements