Dropbox - OpenText Core Case Integration and Automation

Common Integration Use Cases Between Dropbox and OpenText Core Case

1. Attach Dropbox evidence and supporting documents to active cases

Data flow: Dropbox to OpenText Core Case

When a customer complaint, claims file, or compliance review is opened in OpenText Core Case, relevant documents stored in Dropbox can be automatically linked or copied into the case record. This includes contracts, photos, invoices, emails, and supporting files needed for investigation or resolution.

• Reduces manual downloading and re-uploading of files
• Ensures case workers have a complete evidence set in one place
• Improves auditability by preserving the case context for each document

2. Store case-generated deliverables in Dropbox for controlled external sharing

Data flow: OpenText Core Case to Dropbox

After a case is resolved, final reports, decision letters, settlement documents, or customer correspondence can be exported from OpenText Core Case into a designated Dropbox folder for secure sharing with clients, partners, or field teams. This is useful when external stakeholders need access without being granted direct access to the case system.

• Simplifies controlled distribution of final case artifacts
• Supports collaboration with external parties outside the case management platform
• Creates a reusable repository for approved documents and templates

3. Centralize investigation files in Dropbox and surface them inside case workflows

Data flow: Dropbox to OpenText Core Case, with metadata synchronization

Teams often collect large volumes of supporting material in Dropbox during an investigation, such as images, recordings, scanned forms, and field notes. Integration can automatically associate selected Dropbox folders with a case and sync key metadata such as case ID, document type, owner, and status into OpenText Core Case.

• Keeps large files in Dropbox while maintaining case visibility in OpenText Core Case
• Improves organization of evidence across multiple contributors
• Helps case managers track what has been received, reviewed, or still pending

4. Enable collaborative review of sensitive case documents with version control

Data flow: Bi-directional

Case teams can use Dropbox for collaborative drafting of supporting documents, while OpenText Core Case maintains the authoritative case record. As documents are revised in Dropbox, approved versions can be synchronized back to the case file. This is valuable for legal reviews, compliance responses, and complex customer escalations where multiple reviewers contribute.

• Supports controlled collaboration without losing case traceability
• Reduces version confusion across legal, operations, and compliance teams
• Ensures the final approved version is retained in the case history

5. Trigger case creation from files uploaded to Dropbox

Data flow: Dropbox to OpenText Core Case

When a customer submits a claim packet, complaint form, or incident report into a shared Dropbox intake folder, an integration can create a new case in OpenText Core Case automatically. The uploaded files become the initial case evidence, and routing rules can assign the case to the correct team based on folder, file type, or naming convention.

• Accelerates intake for high-volume operational processes
• Reduces manual data entry and missed submissions
• Improves turnaround time for claims, service requests, and compliance reviews

6. Archive closed case documents to Dropbox for long-term access and team reference

Data flow: OpenText Core Case to Dropbox

Once a case is closed, non-sensitive or approved records can be archived to Dropbox for easier access by business teams that need reference material but do not require full case system access. This can include closure summaries, redacted documents, and standard operating references derived from the case.

• Supports operational reuse of resolved case materials
• Reduces load on the case management system for inactive records
• Provides a practical repository for business reference and training

7. Share case-related media from field teams into structured case reviews

Data flow: Dropbox to OpenText Core Case

Field teams, inspectors, or customer-facing staff often capture photos, videos, and scanned documents in Dropbox while working remotely. Integration can automatically pull these assets into the relevant OpenText Core Case so reviewers can assess them alongside notes, tasks, and decisions.

• Improves speed and consistency of field-to-office handoffs
• Helps reviewers make decisions using complete visual evidence
• Reduces delays caused by email-based file transfers

8. Maintain a shared external document workspace for multi-party case resolution

Data flow: Bi-directional

For cases involving customers, contractors, insurers, or regulators, Dropbox can serve as the external collaboration workspace while OpenText Core Case manages the internal case workflow. Documents requested from external parties can be placed in Dropbox, reviewed in OpenText Core Case, and then updated versions or responses can be returned to Dropbox for the next party in the process.

• Enables secure collaboration across organizational boundaries
• Improves transparency in multi-party investigations and resolutions
• Supports structured handoffs without exposing the full case system