OpenText Active Documents Trading Grid - OpenText Core Digital Asset Management Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and OpenText Core Digital Asset Management

OpenText Active Documents Trading Grid is designed for secure, auditable B2B document exchange with trading partners, while OpenText Core Digital Asset Management centralizes the storage, governance, and distribution of approved digital assets such as product images, brand files, marketing collateral, and rich media. Together, they support end-to-end partner collaboration by connecting transactional document workflows with controlled access to supporting content.

1. Attach approved product images and spec sheets to partner purchase orders

When a purchase order is sent through OpenText Active Documents Trading Grid, the system can retrieve the latest approved product images, technical datasheets, or packaging artwork from OpenText Core Digital Asset Management and include them as supporting files or reference links. This helps suppliers and distributors validate order details faster and reduces errors caused by outdated product information.

• Direction: OpenText Core Digital Asset Management to OpenText Active Documents Trading Grid
• Business value: Fewer order discrepancies, faster partner validation, improved order accuracy

2. Distribute compliant marketing assets to retail and channel partners

Marketing teams can store approved banners, product photography, and campaign assets in OpenText Core Digital Asset Management, then share them with trading partners through OpenText Active Documents Trading Grid as part of a controlled partner communication package. This ensures that retailers, resellers, and distributors receive only current, brand-compliant materials.

• Direction: OpenText Core Digital Asset Management to OpenText Active Documents Trading Grid
• Business value: Brand consistency, reduced use of outdated assets, faster partner campaign execution

3. Link shipping notices and invoices to visual proof of goods

For high-value or regulated shipments, shipping notices and invoices exchanged in OpenText Active Documents Trading Grid can be linked to product photos, pallet labels, or inspection images stored in OpenText Core Digital Asset Management. This gives logistics, finance, and customer service teams a shared view of the transaction and supporting evidence.

• Direction: Bi-directional
• Business value: Better dispute resolution, stronger audit support, improved shipment traceability

4. Provide trading partners with controlled access to updated packaging artwork

Manufacturers can use OpenText Core Digital Asset Management as the source of truth for packaging artwork, regulatory labels, and carton designs, then distribute approved versions to suppliers and co-packers through OpenText Active Documents Trading Grid. This reduces the risk of production delays caused by incorrect or obsolete artwork.

• Direction: OpenText Core Digital Asset Management to OpenText Active Documents Trading Grid
• Business value: Fewer packaging errors, faster artwork approval cycles, better compliance

5. Store transaction-related visual evidence alongside partner documents

When a trading partner submits a claim, return request, or quality issue through OpenText Active Documents Trading Grid, supporting photos, inspection images, or defect documentation can be stored in OpenText Core Digital Asset Management and linked back to the transaction record. This creates a complete case file for operations, quality, and customer service teams.

• Direction: OpenText Active Documents Trading Grid to OpenText Core Digital Asset Management
• Business value: Stronger claims handling, improved root-cause analysis, centralized evidence management

6. Publish product launch kits to external partners with transaction tracking

For new product launches, brand, sales, and channel teams can assemble launch kits in OpenText Core Digital Asset Management, including images, sell sheets, and training materials, then distribute them through OpenText Active Documents Trading Grid to selected partners. Delivery status and acknowledgments can be tracked to confirm that each partner received the correct launch package.

• Direction: OpenText Core Digital Asset Management to OpenText Active Documents Trading Grid
• Business value: Faster partner readiness, better launch coordination, auditable content distribution

7. Maintain a governed archive of partner-facing assets tied to business transactions

After documents are exchanged through OpenText Active Documents Trading Grid, the associated approved assets used in the transaction can be archived in OpenText Core Digital Asset Management with metadata linking them to the partner, product, campaign, or shipment. This supports long-term governance, reuse, and compliance reporting.

• Direction: OpenText Active Documents Trading Grid to OpenText Core Digital Asset Management
• Business value: Improved governance, easier retrieval, stronger compliance and audit readiness

Together, these integrations help organizations connect transactional B2B workflows with controlled digital content management, improving partner collaboration, reducing manual handling, and ensuring that every exchange is supported by the right approved assets.