OneDrive - OpenText Active Documents Trading Grid Integration and Automation

Common Integration Use Cases Between OneDrive and OpenText Active Documents Trading Grid

1. Controlled sharing of outbound trading documents

Data flow: OneDrive ? OpenText Active Documents Trading Grid

Business users can draft purchase orders, invoices, shipping instructions, and compliance documents in OneDrive, then publish approved versions to Trading Grid for secure delivery to suppliers, carriers, or customers. This allows teams to use familiar Microsoft 365 tools for document preparation while relying on Trading Grid for partner-grade transmission, auditability, and delivery confirmation.

Business value: Reduces manual email attachments, lowers version confusion, and improves control over externally shared business documents.

2. Partner document intake and internal collaboration

Data flow: OpenText Active Documents Trading Grid ? OneDrive

Documents received from trading partners through Trading Grid, such as invoices, advance ship notices, or compliance certificates, can be automatically stored in designated OneDrive folders for internal review and collaboration. Finance, procurement, and operations teams can annotate, route, and co-author responses in OneDrive before sending follow-up actions back through Trading Grid.

Business value: Creates a smooth handoff from external B2B exchange to internal processing and speeds up exception handling.

3. Exception management for failed or disputed transactions

Data flow: Bi-directional

When a document transaction fails validation in Trading Grid or a partner disputes a file, the related supporting documents can be copied into OneDrive for internal investigation. Teams can compare versions, add comments, and prepare corrected documents in OneDrive, then resend the updated transaction through Trading Grid once approved.

Business value: Shortens resolution cycles for invoice disputes, shipment discrepancies, and compliance exceptions.

4. Approval workflow for outbound partner documents

Data flow: OneDrive ? OpenText Active Documents Trading Grid

Operational teams can store draft documents in OneDrive and route them through internal approval steps before release to Trading Grid. For example, a logistics team may prepare a shipping notice in OneDrive, obtain manager approval, and only then trigger secure transmission to the trading partner network.

Business value: Ensures only approved documents are exchanged externally and reduces the risk of sending incomplete or incorrect information.

5. Centralized archive of trading partner correspondence

Data flow: OpenText Active Documents Trading Grid ? OneDrive

Completed transaction documents and partner correspondence can be archived in OneDrive for departmental access, retention support, and easy retrieval. This is useful for teams that need quick access to historical invoices, proof of delivery, or contract-related attachments without logging into the B2B exchange platform for every lookup.

Business value: Improves document accessibility for business users while supporting retention and audit preparation.

6. Cross-functional review of supply chain documents

Data flow: OpenText Active Documents Trading Grid ? OneDrive

Documents received from suppliers or logistics providers can be routed into OneDrive folders shared with procurement, quality, finance, and operations teams. Each group can review the same file set, add comments, and coordinate actions such as invoice matching, quality checks, or shipment verification before the response is sent back through Trading Grid.

Business value: Supports faster cross-team decision-making and reduces delays caused by siloed document handling.

7. Secure document staging for high-volume B2B processes

Data flow: OneDrive ? OpenText Active Documents Trading Grid

Organizations can use OneDrive as a staging area for high-volume document batches, such as monthly invoice runs or recurring purchase order packs. After internal validation, the batch can be transferred to Trading Grid for controlled distribution to multiple trading partners with delivery tracking and compliance logging.

Business value: Simplifies batch preparation, improves consistency, and supports scalable partner communication.

8. Audit-ready document traceability across internal and external workflows

Data flow: Bi-directional

By linking OneDrive file versions and collaboration history with Trading Grid transaction logs, organizations can create a complete record of who prepared, approved, sent, received, and amended each business document. This is especially valuable for regulated industries and supply chain operations that require evidence of document handling across internal teams and external partners.

Business value: Strengthens audit readiness, improves accountability, and supports compliance investigations.