Microsoft 365 - OpenText Core Capture Services Integration and Automation

Common Integration Use Cases Between Microsoft 365 and OpenText Core Capture Services

1. Digital Mailroom Intake into Microsoft 365 Workspaces

OpenText Core Capture Services can ingest incoming paper mail, scanned PDFs, and email attachments, classify the content, and extract key metadata such as sender, subject, document type, and reference numbers. The captured documents and index data can then be routed into Microsoft 365, typically SharePoint document libraries or Teams channels, for review and collaboration by the appropriate business team.

Business value: Faster mail distribution, reduced manual sorting, and improved visibility for distributed teams handling correspondence, claims, HR requests, or customer service documents.

2. Accounts Payable Invoice Capture and Approval Routing

Invoices received by email or scan can be processed in OpenText Core Capture Services to extract supplier details, invoice numbers, amounts, tax data, and purchase order references. The validated invoice data can be sent to Microsoft 365 based approval workflows, using SharePoint for document storage and Teams for notification and review by finance approvers.

Business value: Shorter invoice cycle times, fewer keying errors, and better control over approvals and audit readiness.

3. Employee Onboarding Document Collection and Validation

HR teams can use Microsoft 365 forms, Outlook, or Teams to collect onboarding documents from new hires, such as identity documents, tax forms, and signed policy acknowledgements. OpenText Core Capture Services can classify and extract the submitted information, then pass the structured data and documents into SharePoint-based onboarding repositories or HR workflows in Microsoft 365.

Business value: More consistent onboarding, reduced HR administration, and faster completion of compliance-related paperwork.

4. Customer Onboarding and KYC Document Processing

For banking, insurance, and regulated industries, customer-submitted forms and supporting documents can be captured by OpenText Core Capture Services, which extracts identity, address, and account-related data. The resulting documents and metadata can be stored in Microsoft 365 for collaboration between operations, compliance, and relationship management teams, with Teams used for exception handling and follow-up.

Business value: Faster onboarding, improved compliance checks, and better coordination across front-office and back-office teams.

5. Contract and Agreement Intake for Legal Review

Signed contracts, amendments, and supporting correspondence can be captured from email inboxes or scanned sources in OpenText Core Capture Services. After classification and metadata extraction, the documents can be routed into SharePoint for version control and collaborative review in Microsoft 365, with Teams used to coordinate legal, procurement, and business stakeholders.

Business value: Better contract visibility, reduced risk of missed documents, and more efficient review cycles.

6. Claims Document Processing for Operations Teams

In insurance or service organizations, claim forms, supporting evidence, and correspondence can be captured and classified by OpenText Core Capture Services. Extracted data can be pushed into Microsoft 365 workspaces where claims adjusters and supervisors collaborate on exceptions, track status, and store supporting evidence in SharePoint.

Business value: Faster claims handling, improved document completeness, and stronger operational control over case files.

7. Records Management and Compliance Archiving

Documents captured through OpenText Core Capture Services can be enriched with metadata and then stored in Microsoft 365 repositories such as SharePoint with retention labels, access controls, and compliance policies applied. This is useful for organizations that need to retain invoices, HR records, customer forms, or regulated correspondence in a controlled digital archive.

Business value: Stronger governance, easier retrieval during audits, and reduced risk of unmanaged document storage.

8. Exception Handling and Cross Team Review of Unstructured Documents

When OpenText Core Capture Services cannot confidently classify or extract data from a document, the exception can be routed to Microsoft Teams for human review. Subject matter experts can validate the document, correct the extracted fields, and return the approved data back to downstream systems through the capture workflow.

Business value: Higher automation rates, faster resolution of ambiguous documents, and less dependence on manual backlogs.