OpenText Active Documents Trading Grid - Frontify Integration and Automation

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

1. Brand-approved document templates for trading partner communications

Data flow: Frontify ? OpenText Active Documents Trading Grid

Marketing and brand teams maintain approved invoice covers, purchase order acknowledgements, shipping notices, and partner-facing document templates in Frontify. These templates are then pushed into OpenText Active Documents Trading Grid for use in B2B document exchanges. This ensures every externally shared document follows current brand standards, legal disclaimers, and regional formatting rules.

Business value: Reduces manual template management, improves brand consistency across partner communications, and lowers the risk of outdated or non-compliant document formats being sent to suppliers, distributors, or customers.

2. Centralized approval of externally shared document assets

Data flow: Bi-directional

When business teams need to update logos, footer text, partner instructions, or document layouts used in trading workflows, the asset or template can be reviewed and approved in Frontify before being published to OpenText Active Documents Trading Grid. If a document asset is flagged for revision in Trading Grid, the request can be routed back to Frontify for brand or legal review.

Business value: Creates a controlled approval process for externally visible documents, improving governance and reducing the chance of unapproved content reaching trading partners.

3. Distribution of partner-specific brand kits and co-branded assets

Data flow: Frontify ? OpenText Active Documents Trading Grid

For strategic suppliers, retailers, or logistics partners, Frontify can serve as the source of approved co-branded logos, campaign visuals, and partner-specific brand kits. OpenText Active Documents Trading Grid can then distribute these assets alongside operational documents such as purchase orders, promotional shipment notices, or launch instructions.

Business value: Supports consistent co-branding across supply chain communications, speeds partner onboarding for campaigns or product launches, and reduces the need to email assets separately.

4. Automated insertion of brand assets into transactional documents

Data flow: Frontify ? OpenText Active Documents Trading Grid

Approved brand elements such as logos, product imagery, color palettes, and legal marks are stored in Frontify and automatically inserted into document templates used by OpenText Active Documents Trading Grid. This is especially useful for customer invoices, packing slips, shipping notices, and compliance documents that require a consistent visual identity.

Business value: Eliminates manual copy-and-paste work, reduces formatting errors, and ensures every generated document uses the latest approved brand assets.

5. Controlled rollout of updated brand guidelines to trading workflows

Data flow: Frontify ? OpenText Active Documents Trading Grid

When brand guidelines change, such as a new logo, updated typography, revised legal footer, or regional brand variation, Frontify can publish the latest standards to OpenText Active Documents Trading Grid. The trading platform then updates the document generation rules used for partner-facing transactions.

Business value: Ensures operational documents stay aligned with current brand governance without requiring manual updates across multiple business units or trading channels.

6. Audit-ready traceability for externally distributed branded documents

Data flow: OpenText Active Documents Trading Grid ? Frontify

OpenText Active Documents Trading Grid can send metadata about which branded templates, assets, or document versions were used in partner exchanges back to Frontify. Brand and compliance teams can then review which approved assets were deployed, when they were used, and in which partner workflows.

Business value: Improves auditability, supports compliance reviews, and gives brand teams visibility into how approved assets are being used in real business transactions.

7. Brand asset governance for multi-region trading operations

Data flow: Bi-directional

Global organizations often need different document variants for different markets, languages, or regulatory environments. Frontify can manage the approved regional brand assets and guidelines, while OpenText Active Documents Trading Grid applies the correct version based on partner location, business unit, or transaction type. Usage feedback from Trading Grid can inform Frontify when a regional asset needs refresh or retirement.

Business value: Supports scalable global operations, reduces the risk of using the wrong regional asset, and improves consistency across distributed trading networks.

8. Faster partner onboarding with pre-approved document and brand packages

Data flow: Frontify ? OpenText Active Documents Trading Grid

During onboarding of new suppliers, distributors, or logistics providers, Frontify can provide a pre-approved package of brand assets, document templates, and usage rules. OpenText Active Documents Trading Grid then uses those assets to generate and exchange the required operational documents from day one.

Business value: Shortens partner onboarding cycles, reduces back-and-forth over document formatting, and ensures new partners receive consistent, compliant communications immediately.