OpenText Active Documents Trading Grid - OpenText File 360 Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and OpenText File 360

OpenText Active Documents Trading Grid and OpenText File 360 complement each other well in enterprise collaboration scenarios. Trading Grid is optimized for structured B2B document exchange with trading partners, while File 360 is designed for secure file sharing, synchronization, and governed collaboration across internal and external users. Together, they support both transaction-based document flows and broader file-based collaboration.

1. Supplier onboarding package exchange

Data flow: OpenText File 360 to OpenText Active Documents Trading Grid

Procurement teams can use File 360 to collect supplier onboarding documents such as tax forms, certifications, insurance documents, and banking details from new vendors. Once validated, approved documents can be pushed into Trading Grid for formal partner recordkeeping and downstream B2B transaction setup. This reduces manual email handling and ensures onboarding artifacts are securely stored and auditable.

2. Purchase order and supporting document distribution

Data flow: Bi-directional

Trading Grid can deliver purchase orders to suppliers as part of the formal B2B transaction process, while File 360 can be used to share supporting documents such as product specifications, drawings, compliance certificates, or contract attachments. Suppliers can upload clarifications or revised files back through File 360, and finalized transaction documents can be routed through Trading Grid. This creates a controlled workflow for both structured orders and unstructured supporting content.

3. Invoice dispute resolution and backup document exchange

Data flow: OpenText Active Documents Trading Grid to OpenText File 360

When invoice exceptions occur, Trading Grid can receive the invoice and related transaction data from suppliers, while File 360 can be used to exchange backup documentation such as proof of delivery, signed service reports, or corrected invoice attachments. Accounts payable teams gain a secure workspace for resolving disputes without relying on email or consumer file-sharing tools. This shortens resolution cycles and improves auditability.

4. Shipping and logistics exception management

Data flow: Bi-directional

Logistics teams can use Trading Grid for standard shipping notices, advance shipment notices, and delivery confirmations. If an exception occurs, such as damaged goods, missing labels, or customs issues, File 360 can be used to share photos, exception reports, customs paperwork, and corrective action files with carriers, suppliers, and internal stakeholders. This supports faster issue resolution while preserving a secure record of all exchanged materials.

5. Compliance document distribution to trading partners

Data flow: OpenText File 360 to OpenText Active Documents Trading Grid

Manufacturers and retailers often need to distribute updated compliance documents such as product safety sheets, regulatory declarations, and quality manuals to trading partners. File 360 can serve as the controlled repository for these documents, and approved versions can be distributed through Trading Grid to ensure partners receive the correct files alongside related B2B transactions. This helps maintain version control and regulatory compliance across the supply chain.

6. Contract and amendment collaboration with formal transaction handoff

Data flow: OpenText File 360 to OpenText Active Documents Trading Grid

Legal and procurement teams can collaborate on contract drafts, redlines, and amendments in File 360 with controlled access and audit trails. Once the final version is approved, key contract references or associated transaction documents can be handed off to Trading Grid for partner-facing execution workflows such as order fulfillment or invoice processing. This bridges collaborative document editing with operational B2B transaction management.

7. Partner portal for mixed document and file exchange

Data flow: Bi-directional

Enterprises can create a partner-facing workflow where Trading Grid handles formal business documents like purchase orders, invoices, and shipping notices, while File 360 handles ad hoc file exchange such as product images, marketing assets, technical manuals, and exception evidence. Partners interact through a single governed process, but each platform manages the content type it is best suited for. This improves partner experience and reduces fragmented communication channels.

In summary, integrating OpenText Active Documents Trading Grid with OpenText File 360 allows organizations to combine structured B2B document automation with secure, governed file collaboration. The result is better operational control, faster partner response times, improved compliance, and fewer manual handoffs across procurement, logistics, finance, and compliance teams.