OneDrive - OpenText Active Community - Trading Grid Integration and Automation

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

1. Share controlled partner documents from OneDrive into Trading Grid communities

Data flow: OneDrive ? OpenText Active Community - Trading Grid

Business users store working documents in OneDrive and publish approved versions into a Trading Grid community for suppliers, distributors, or logistics partners. This is useful for contracts, specifications, forecasts, onboarding packs, and compliance documents that need to be shared with external trading partners in a controlled environment.

• Reduces email-based document exchange
• Ensures partners access the latest approved file version
• Improves visibility across the partner network

2. Sync partner issue-resolution documents back to OneDrive for internal collaboration

Data flow: OpenText Active Community - Trading Grid ? OneDrive

When a partner raises an issue in Trading Grid, supporting files such as claims evidence, shipment photos, corrective action plans, or root-cause analysis reports can be copied into OneDrive for internal review. Internal teams can then co-author responses in Microsoft Office and prepare a coordinated resolution before publishing updates back to the community.

• Supports faster internal review and response cycles
• Enables co-authoring across operations, quality, and customer service teams
• Creates a working copy separate from the partner-facing record

3. Maintain a single source of truth for partner-facing templates and forms

Data flow: Bi-directional, with OneDrive as the authoring location and Trading Grid as the distribution channel

Organizations can manage standard partner templates in OneDrive, such as onboarding forms, shipment discrepancy templates, audit questionnaires, or service-level reports. Once approved, the latest version is published to Trading Grid for partner use. If a partner submits a completed form, it can be routed back to OneDrive for internal processing and archival.

• Standardizes document formats across the partner ecosystem
• Reduces version confusion and duplicate templates
• Improves compliance and auditability

4. Share large operational files with external partners through Trading Grid while keeping internal working files in OneDrive

Data flow: OneDrive ? OpenText Active Community - Trading Grid

Teams often need to share operational files such as product catalogs, pricing sheets, shipment schedules, or packaging artwork with multiple partners. OneDrive can be used for internal preparation and review, then the finalized file is pushed to Trading Grid for controlled partner access. This keeps internal drafts separate from external distribution.

• Supports secure external collaboration without exposing draft content
• Helps manage partner-specific file access
• Reduces manual attachment handling and rework

5. Capture partner feedback and responses into OneDrive for internal tracking

Data flow: OpenText Active Community - Trading Grid ? OneDrive

Responses from suppliers or logistics partners, such as acknowledgements, exception notes, corrective actions, or updated delivery commitments, can be stored in OneDrive for internal tracking and analysis. Operations teams can consolidate these responses with internal notes, create status summaries, and share them with management or cross-functional stakeholders.

• Improves tracking of partner commitments
• Supports internal reporting and escalation management
• Creates a searchable repository of partner correspondence

6. Coordinate onboarding of new trading partners with document exchange workflows

Data flow: Bi-directional

During partner onboarding, internal teams can prepare onboarding packs in OneDrive, including NDAs, compliance checklists, technical requirements, and process guides. These are then shared in Trading Grid for partner completion. Completed documents, certifications, and acknowledgements are returned to OneDrive for review, approval, and record retention.

• Speeds up partner onboarding
• Improves consistency in required documentation
• Provides a clear audit trail for onboarding completion

7. Support exception management for supply chain or transaction disputes

Data flow: Bi-directional

When a transaction exception occurs, such as a shipment discrepancy, invoice dispute, or quality issue, evidence can be collected in OneDrive by internal teams and then shared in Trading Grid with the relevant partner. Partner comments, supporting documents, and resolution updates can be returned to OneDrive to maintain an internal case file.

• Shortens dispute resolution time
• Improves transparency between internal teams and trading partners
• Creates a complete record of issue handling and resolution

8. Archive and govern partner collaboration records for compliance

Data flow: OpenText Active Community - Trading Grid ? OneDrive

Final versions of partner agreements, approvals, issue resolutions, and key communications can be archived in OneDrive for retention, legal review, or internal audit purposes. This is especially valuable for organizations that need to retain evidence of partner interactions while using Trading Grid for active collaboration.

• Supports retention and compliance requirements
• Provides easy access for audit and legal teams
• Separates active collaboration from long-term record storage