Box - OpenText Extended ECM Platform Integration and Automation

Common Integration Use Cases Between Box and OpenText Extended ECM Platform

• Contract and agreement management across business systems
  Use Box as the secure collaboration workspace for drafting, reviewing, and approving contracts, then synchronize final executed versions and metadata into OpenText Extended ECM for governed long-term retention and business process linkage. This supports legal, procurement, and sales teams by keeping active collaboration in Box while ensuring authoritative records are managed in OpenText. Data flow: Box to OpenText Extended ECM Platform.
• Project document collaboration with controlled records handoff
  Project teams can collaborate in Box on plans, specifications, meeting notes, and deliverables with internal and external stakeholders. Once a document reaches an approved milestone, it is transferred to OpenText Extended ECM Platform as a controlled project record tied to the relevant enterprise application or project file. This improves team productivity while preserving governance for audit and compliance. Data flow: Box to OpenText Extended ECM Platform.
• Customer onboarding and case file consolidation
  Front-office teams can collect onboarding documents in Box from customers, partners, or field teams, then push validated documents into OpenText Extended ECM Platform where they are linked to customer records, onboarding workflows, or service cases. This reduces manual rekeying, speeds up onboarding, and creates a consistent record across departments. Data flow: Box to OpenText Extended ECM Platform.
• Regulated document review and retention workflow
  Compliance-sensitive content such as policy documents, SOPs, audit evidence, or regulatory submissions can be reviewed and annotated in Box, then archived in OpenText Extended ECM Platform with retention rules, classification, and lifecycle controls. This is especially useful for healthcare, financial services, and public sector organizations that need collaborative review without losing governance. Data flow: Box to OpenText Extended ECM Platform.
• Enterprise search and content access from business applications
  OpenText Extended ECM Platform can surface governed documents stored in Box directly inside line-of-business applications such as ERP, CRM, or case management tools. Users can search, preview, and reference content without switching systems, improving adoption and reducing time spent locating files. Data flow: Bi-directional, with OpenText Extended ECM Platform acting as the access layer and Box as the content source for selected documents.
• External partner collaboration with governed repository synchronization
  Organizations can use Box to share working documents securely with suppliers, consultants, or legal counsel, while OpenText Extended ECM Platform maintains the master repository for final approved versions and related business records. This enables controlled external collaboration without compromising enterprise governance standards. Data flow: Bi-directional, with Box supporting collaboration and OpenText Extended ECM Platform maintaining authoritative records.
• Retention and legal hold escalation for sensitive content
  When content in Box becomes subject to legal hold, audit review, or formal retention requirements, the relevant files and metadata can be transferred to OpenText Extended ECM Platform for centralized records management and compliance processing. This helps legal and records management teams enforce policy consistently across the content lifecycle. Data flow: Box to OpenText Extended ECM Platform.
• Workflow-driven document lifecycle management
  Box Relay can manage intake, review, and approval steps for documents, while OpenText Extended ECM Platform handles downstream enterprise workflow, records classification, and integration with core business systems. For example, HR, finance, or procurement documents can move from collaborative drafting in Box to governed processing and archival in OpenText Extended ECM Platform. Data flow: Bi-directional, depending on workflow stage and system of record.