OpenText Active Documents Trading Grid - Frame.io Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and Frame.io

OpenText Active Documents Trading Grid is built for secure, compliant exchange of business documents across trading partners, while Frame.io supports fast review, approval, and version control for video assets. Together, they can connect operational document workflows with creative production workflows, especially in organizations that manage video content alongside partner-facing approvals, compliance records, and distribution processes.

1. Secure delivery of approved video assets to external partners

Flow: Frame.io to OpenText Active Documents Trading Grid

Once a video asset is approved in Frame.io, the final file and associated approval record can be transferred through OpenText Active Documents Trading Grid to external agencies, broadcasters, distributors, or retail partners. This creates a controlled handoff with delivery confirmation and auditability.

• Reduces manual file sharing through email or consumer file transfer tools
• Ensures only approved versions are distributed externally
• Provides traceable delivery for contractual or compliance requirements

2. Distribution of compliance and legal review packages for video content

Flow: Frame.io to OpenText Active Documents Trading Grid

Marketing, legal, and compliance teams can use Frame.io for creative review, then send the final approval package, including version history, sign-off notes, and release documentation, through OpenText Active Documents Trading Grid to internal governance teams or external regulators.

• Supports audit-ready documentation for regulated campaigns
• Creates a formal record of who approved what and when
• Helps teams manage content release approvals across departments

3. Partner review of branded video content with controlled feedback loops

Flow: Bi-directional

Organizations working with distributors, franchisees, or retail partners can send draft video content from Frame.io for review, while OpenText Active Documents Trading Grid manages the secure exchange of supporting documents such as brand guidelines, usage rights, and release forms. Feedback or approval confirmations can then be returned into the workflow.

• Keeps creative feedback tied to the correct document set
• Improves coordination between marketing and partner operations teams
• Reduces risk of using outdated brand or legal materials

4. Automated handoff of video deliverables tied to campaign documentation

Flow: Frame.io to OpenText Active Documents Trading Grid

When a campaign video reaches final approval in Frame.io, the system can trigger delivery of the master file, cut list, and campaign documentation to OpenText Active Documents Trading Grid for secure distribution to downstream teams such as media buying, retail operations, or regional marketing.

• Speeds up campaign launch execution
• Ensures deliverables and supporting documents stay synchronized
• Improves visibility across creative, operations, and partner teams

5. Secure exchange of localized video versions and market-specific approvals

Flow: Bi-directional

Global brands often create multiple localized versions of the same video. Frame.io can manage review and version control for each market, while OpenText Active Documents Trading Grid securely exchanges market-specific approval documents, translation certificates, and regional compliance records with local distributors or country teams.

• Supports multi-market content governance
• Helps track which version is approved for each region
• Reduces delays caused by fragmented approval processes

6. Archiving final video assets with associated business records

Flow: Frame.io to OpenText Active Documents Trading Grid

After final approval and publication, completed video assets from Frame.io can be archived through OpenText Active Documents Trading Grid together with related business records such as purchase orders, vendor agreements, release forms, and delivery confirmations.

• Creates a complete project record for audit and retention
• Supports legal discovery and compliance needs
• Makes it easier to retrieve content and related documentation later

7. External vendor collaboration for video production and delivery milestones

Flow: Bi-directional

Production vendors can submit rough cuts, final renders, or revision packages in Frame.io, while OpenText Active Documents Trading Grid handles the secure exchange of milestone documents such as statements of work, invoices, and delivery acceptance forms. This links creative progress with commercial and procurement workflows.

• Improves coordination between production, finance, and procurement
• Provides a clear record of deliverables tied to payment milestones
• Reduces disputes over what was delivered and approved

These integrations are most valuable when organizations need both creative collaboration and controlled document exchange across internal teams and external partners. The result is faster approvals, stronger compliance, and better operational alignment between content production and business process execution.