OpenText Active Documents Trading Grid - OpenText Cloud Fax Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and OpenText Cloud Fax

1. Fax-to-B2B Document Onboarding for Supplier and Customer Transactions

Data flow: OpenText Cloud Fax ? OpenText Active Documents Trading Grid

Organizations can receive purchase orders, order changes, shipping instructions, or signed forms by fax and automatically route them into Trading Grid for secure B2B processing. This is useful when some trading partners still rely on fax while the enterprise prefers structured document exchange. The integration reduces manual rekeying, speeds up order entry, and creates a consistent audit trail for downstream supply chain workflows.

2. Outbound Fax Delivery for Partners Without Electronic B2B Connectivity

Data flow: OpenText Active Documents Trading Grid ? OpenText Cloud Fax

When a trading partner cannot receive documents through electronic B2B channels, documents generated in Trading Grid can be sent through Cloud Fax as a fallback delivery method. Examples include invoices, advance shipping notices, compliance forms, and contract documents. This helps maintain business continuity, expands partner reach, and avoids delays caused by manual printing and faxing.

3. Exception Handling for Failed Electronic Document Exchanges

Data flow: Bi-directional

If a document exchange in Trading Grid fails due to partner system downtime, format issues, or connectivity problems, the document can be automatically resent through Cloud Fax as an exception path. Likewise, faxed documents received by Cloud Fax can be promoted into Trading Grid when a partner later transitions to electronic exchange. This improves transaction completion rates and reduces operational disruption in order-to-cash and procure-to-pay processes.

4. Secure Transmission of Compliance-Sensitive Documents to Regulated Partners

Data flow: OpenText Active Documents Trading Grid ? OpenText Cloud Fax

Some regulated recipients, such as healthcare suppliers, legal firms, or government agencies, may require fax for specific documents even when the sender uses B2B automation. Trading Grid can generate the document package and pass it to Cloud Fax for secure delivery of items such as certificates, declarations, signed approvals, or supporting compliance paperwork. This supports policy-driven delivery while preserving traceability and delivery confirmation.

5. Fax Intake for Manual Approvals That Trigger B2B Transactions

Data flow: OpenText Cloud Fax ? OpenText Active Documents Trading Grid

Organizations often receive faxed approvals, change requests, or exception authorizations that must be tied to a trading partner transaction. Cloud Fax can capture these inbound documents and feed them into Trading Grid to trigger updates such as purchase order revisions, shipment holds, or invoice dispute resolution. This shortens cycle times and ensures that manual approvals are incorporated into the formal partner workflow.

6. Document Archiving and Audit Support Across Fax and B2B Channels

Data flow: Bi-directional

Both platforms can be integrated with enterprise content or records systems so that faxed and electronically exchanged documents are stored together with consistent metadata, timestamps, and delivery evidence. Trading Grid provides the B2B transaction record, while Cloud Fax provides fax transmission logs and confirmation details. This is valuable for audit readiness, dispute resolution, and retention management across procurement, finance, and compliance teams.

7. Partner Onboarding and Transition from Fax to Electronic Exchange

Data flow: OpenText Cloud Fax ? OpenText Active Documents Trading Grid

During partner onboarding, many organizations start with fax-based document exchange and later migrate partners to Trading Grid. In this model, Cloud Fax supports the initial operational phase while Trading Grid becomes the target digital channel. The integration allows the business to keep transactions moving during transition, reduce partner friction, and gradually retire fax dependency where electronic exchange is feasible.