OpenText Active Documents Trading Grid - NetX Integration and Automation

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

OpenText Active Documents Trading Grid is designed for secure, compliant B2B document exchange with trading partners, while NetX is typically used as a digital asset and content management platform for organizing, sharing, and distributing approved media and business content. Together, they can support controlled external collaboration, faster document turnaround, and stronger governance across partner-facing workflows.

• 1. Automated Purchase Order Distribution to Trading Partners

  Direction: NetX to OpenText Active Documents Trading Grid

  When purchase orders are created or approved in NetX, the finalized document can be automatically routed to OpenText Active Documents Trading Grid for secure delivery to suppliers. This reduces manual emailing, ensures version control, and provides audit trails for order transmission.

  Business value: Faster order processing, fewer transmission errors, and improved supplier responsiveness.

• 2. Supplier Invoice Submission and Archiving

  Direction: OpenText Active Documents Trading Grid to NetX

  Invoices received from suppliers through Trading Grid can be transferred into NetX for centralized storage, review, and retention. Finance teams can use NetX to manage invoice images, supporting documents, and approval records in one controlled repository.

  Business value: Better invoice visibility, simplified audit preparation, and stronger records management.

• 3. Shipping Notice and Proof of Delivery Collaboration

  Direction: Bi-directional

  Shipping notices, delivery confirmations, and proof of delivery documents can be exchanged through Trading Grid, while NetX stores the associated shipment files, labels, and customer-facing documents. Logistics teams can track outbound documents in Trading Grid and maintain a complete shipment record in NetX.

  Business value: Improved shipment traceability, faster dispute resolution, and more reliable partner communication.

• 4. Approved Product Content Distribution to Retail or Channel Partners

  Direction: NetX to OpenText Active Documents Trading Grid

  Marketing or product teams can manage approved product sheets, compliance documents, and promotional assets in NetX, then send the final versions to distributors or retail partners through Trading Grid. This ensures partners receive only current, approved content.

  Business value: Consistent partner messaging, reduced risk of outdated content use, and faster go-to-market execution.

• 5. Contract and Compliance Document Exchange with Suppliers

  Direction: Bi-directional

  Supplier agreements, compliance certificates, and policy acknowledgements can be distributed through Trading Grid, while NetX stores the signed copies and related supporting materials. Legal and procurement teams can manage the internal document lifecycle in NetX and use Trading Grid for secure external exchange.

  Business value: Stronger compliance control, easier contract tracking, and reduced reliance on email-based document handling.

• 6. Exception Handling for Rejected or Missing Documents

  Direction: OpenText Active Documents Trading Grid to NetX

  If a trading partner submits an incomplete invoice, missing shipping attachment, or rejected document through Trading Grid, the exception record can be pushed into NetX for internal review and remediation. Operations teams can attach corrected files, notes, and approval history before resubmission.

  Business value: Faster issue resolution, fewer processing delays, and better accountability across teams.

• 7. Centralized Retention of Partner Exchange Records

  Direction: OpenText Active Documents Trading Grid to NetX

  All outbound and inbound B2B documents exchanged through Trading Grid can be archived in NetX for long-term retention, legal hold, and internal search. This creates a single repository for business records while preserving the secure transmission history from Trading Grid.

  Business value: Simplified compliance retention, improved searchability, and reduced storage fragmentation.