OpenText Active Documents Trading Grid - OpenText Extended ECM - Content Server Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and OpenText Extended ECM - Content Server

1. Archive inbound and outbound trading documents for compliance

Data flow: OpenText Active Documents Trading Grid ? OpenText Extended ECM - Content Server

When purchase orders, invoices, advance ship notices, or order confirmations are exchanged through Trading Grid, the finalized documents can be automatically stored in Content Server as governed records. This gives finance, procurement, and compliance teams a single system of record for audit trails, retention policies, and legal hold management.

• Reduces manual filing of partner documents
• Improves audit readiness for supply chain transactions
• Supports long-term retention and records classification

2. Link trading partner transactions to internal case files

Data flow: OpenText Active Documents Trading Grid ? OpenText Extended ECM - Content Server

Each external transaction can be associated with an internal content workspace or case in Content Server, such as a supplier onboarding file, order exception case, or dispute record. This helps operations teams see the full context of a transaction, including related contracts, correspondence, and approvals.

• Creates a complete business record around each partner interaction
• Speeds up issue resolution by centralizing supporting documents
• Improves visibility across procurement, logistics, and legal teams

3. Publish approved master documents to trading partners

Data flow: OpenText Extended ECM - Content Server ? OpenText Active Documents Trading Grid

Content Server can serve as the controlled repository for approved templates, product specifications, shipping instructions, compliance certificates, or policy documents. Once approved, selected documents can be distributed through Trading Grid to external partners, ensuring only current and authorized versions are shared.

• Prevents use of outdated or unapproved documents
• Supports controlled external distribution
• Improves consistency across supplier and logistics networks

4. Manage exception handling for failed or disputed transactions

Data flow: Bi-directional

If a document exchange fails validation in Trading Grid or a partner disputes a transaction, the exception can be routed into Content Server as a managed case with related evidence, correspondence, and resolution steps. Once resolved, updated documents or confirmations can be sent back through Trading Grid to the partner.

• Standardizes exception workflows across teams
• Captures supporting evidence in a governed repository
• Shortens dispute resolution cycles

5. Store supplier compliance artifacts alongside transaction history

Data flow: OpenText Active Documents Trading Grid ? OpenText Extended ECM - Content Server

Certificates of insurance, regulatory declarations, quality attestations, and customs documents received from partners through Trading Grid can be automatically filed in Content Server and linked to the relevant supplier profile or contract record. This gives procurement and quality teams a reliable compliance archive.

• Improves supplier risk management
• Makes compliance evidence easy to retrieve during audits
• Supports ongoing monitoring of partner documentation

6. Connect order and shipment documents to contract and project records

Data flow: OpenText Active Documents Trading Grid ? OpenText Extended ECM - Content Server

For manufacturing and retail operations, purchase orders, shipment notices, and delivery confirmations exchanged through Trading Grid can be linked to the related contract, project, or customer record in Content Server. This creates a unified view of commercial commitments and fulfillment status.

• Helps contract managers verify performance against terms
• Improves traceability from contract to execution
• Supports cross-functional review of order fulfillment

7. Enable governed collaboration on partner document reviews

Data flow: OpenText Extended ECM - Content Server ? OpenText Active Documents Trading Grid

Internal teams can collaborate on drafts, approvals, and redlines in Content Server, then release the approved version through Trading Grid to external trading partners. This is useful for shared documents such as packaging requirements, routing guides, or operational instructions that require internal governance before external distribution.

• Keeps draft collaboration separate from external exchange
• Ensures approval controls are enforced before release
• Improves coordination between operations and partner management teams

8. Build a searchable transaction archive for supply chain analytics

Data flow: OpenText Active Documents Trading Grid ? OpenText Extended ECM - Content Server

By storing exchanged documents and their metadata in Content Server, organizations can create a searchable archive of trading activity across suppliers, customers, and logistics providers. Business users can analyze document turnaround times, exception rates, and partner responsiveness using the content repository as the foundation for reporting and operational review.

• Supports performance analysis across trading partners
• Improves operational planning and bottleneck detection
• Provides a structured archive for business intelligence and reporting