OpenText Active Documents Trading Grid - OpenText Webroot Unity Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and OpenText Webroot Unity

1. Secure Trading Partner Document Exchange with Endpoint-Verified Access

Flow: OpenText Webroot Unity ? OpenText Active Documents Trading Grid

Use Webroot Unity to validate the security posture of user devices before allowing access to Trading Grid for sending or receiving purchase orders, invoices, and shipping notices. If a laptop is flagged for malware, ransomware, or phishing risk, access to document exchange can be restricted until remediation is complete.

• Reduces the risk of compromised endpoints being used to transmit sensitive B2B documents
• Supports compliance by limiting access from untrusted devices
• Improves partner trust in document exchange processes

2. Automated Security Alerts for Suspicious Document Activity

Flow: OpenText Active Documents Trading Grid ? OpenText Webroot Unity

When Trading Grid detects unusual document exchange behavior such as repeated failed transmissions, unexpected file types, or abnormal partner activity, it can send security events to Webroot Unity for correlation with endpoint threat data. Security teams can then investigate whether the activity is linked to malware, phishing, or credential misuse.

• Speeds up detection of compromised accounts or infected devices
• Helps security teams connect document anomalies with endpoint threats
• Improves incident response across IT and business operations

3. Quarantine of High-Risk Documents Before Partner Delivery

Flow: OpenText Webroot Unity ? OpenText Active Documents Trading Grid

If Webroot Unity identifies a device as infected or suspicious, documents generated or handled on that endpoint can be quarantined before being routed through Trading Grid. This is especially useful for invoices, purchase orders, and shipping documents created by finance, procurement, or logistics users.

• Prevents potentially tampered documents from entering the supply chain
• Reduces the chance of spreading malicious attachments or embedded threats
• Supports controlled release workflows for sensitive transactions

4. Partner Collaboration Access Based on Security Risk Scoring

Flow: Bi-directional

Trading Grid can share partner collaboration events with Webroot Unity, while Webroot Unity returns endpoint risk scores to determine whether a user or device should be allowed to participate in document workflows. For example, a procurement user on a high-risk endpoint may be limited to read-only access until the device is remediated.

• Enables risk-based access decisions for document collaboration
• Protects critical supply chain workflows without blocking all users
• Balances productivity with security enforcement

5. Incident Response for Compromised Trading Partner Communications

Flow: OpenText Active Documents Trading Grid ? OpenText Webroot Unity

When Trading Grid identifies a suspicious partner communication, such as a possible invoice fraud attempt or unexpected sender behavior, the event can trigger a Webroot Unity investigation across endpoints used by the affected business team. Security analysts can quickly determine whether the issue originated from a phishing email, malware infection, or credential theft.

• Shortens time to contain partner-related security incidents
• Helps isolate affected endpoints and users faster
• Reduces business disruption in finance, logistics, and procurement

6. Compliance Reporting for Secure Document Handling

Flow: Bi-directional

Trading Grid provides audit trails for document exchange, while Webroot Unity provides endpoint protection logs and threat history. Together, these records support compliance reporting for organizations that must demonstrate secure handling of invoices, shipping notices, and other regulated business documents.

• Creates a more complete audit trail across document and endpoint activity
• Supports internal audits and external compliance reviews
• Improves visibility into who accessed documents and from which devices

7. Business Continuity Protection for Document Operations

Flow: OpenText Webroot Unity ? OpenText Active Documents Trading Grid

If Webroot Unity detects ransomware or active malware on a workstation used for document processing, Trading Grid workflows can be paused or rerouted to alternate approved users or devices. This helps maintain continuity for critical document transactions such as order fulfillment and shipment confirmation.

• Minimizes disruption to supply chain document processing
• Supports failover to clean endpoints or backup users
• Protects operational continuity during security events

8. Secure Onboarding of New Trading Partners and Internal Users

Flow: Bi-directional

During onboarding, Trading Grid can provision document exchange access for new partners or internal users, while Webroot Unity verifies that the associated endpoints meet corporate security standards before access is enabled. This is useful for third-party logistics providers, suppliers, and remote employees who need immediate but controlled access.

• Accelerates onboarding without weakening security controls
• Ensures new users and partners start with compliant devices
• Reduces manual checks between IT, security, and business teams