OpenText Active Documents Trading Grid - Ziflow Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and Ziflow

OpenText Active Documents Trading Grid and Ziflow serve different but complementary business needs. OpenText Active Documents Trading Grid is built for secure, compliant B2B document exchange across external trading partners, while Ziflow is designed to manage creative review and approval workflows for content teams. Integrated together, they can connect external document exchange with internal content review, helping organizations reduce cycle times, improve compliance, and coordinate cross-functional approvals.

• 1. Brand-approved supplier and partner document distribution

  Flow: OpenText Active Documents Trading Grid to Ziflow

  When a supplier-facing document such as a product brochure, packaging insert, compliance sheet, or promotional asset is received or prepared for distribution through Trading Grid, it can be routed into Ziflow for marketing, legal, and brand review before release. This ensures that externally shared documents are accurate, approved, and aligned with corporate standards.

  Business value: Reduces the risk of sending outdated or non-compliant materials to trading partners and speeds up approval of externally distributed content.

• 2. Approval workflow for customer-facing transaction templates

  Flow: Ziflow to OpenText Active Documents Trading Grid

  Teams can create and approve templates for invoices, purchase order forms, shipping notices, and other transaction-related documents in Ziflow before they are activated in Trading Grid. This is especially useful when document layouts, legal text, or branding elements change and require cross-functional sign-off.

  Business value: Ensures that transaction templates are approved before they are used in automated B2B exchanges, reducing errors and rework.

• 3. Controlled review of externally shared compliance documents

  Flow: OpenText Active Documents Trading Grid to Ziflow

  Compliance-related documents such as supplier codes of conduct, regulatory notices, product safety statements, or audit response materials can be exchanged through Trading Grid and then reviewed in Ziflow by legal, compliance, and operations teams. Ziflow provides structured feedback and approval tracking before the final version is released to partners.

  Business value: Improves governance over sensitive documents that must be accurate and approved before external distribution.

• 4. Packaging and label artwork approval for supply chain execution

  Flow: Ziflow to OpenText Active Documents Trading Grid

  Packaging artwork, carton labels, shipping labels, and regulatory label content can be reviewed and approved in Ziflow by brand, regulatory, and operations stakeholders. Once approved, the final files or approval status can be passed to Trading Grid for secure distribution to manufacturers, co-packers, logistics providers, or retail partners.

  Business value: Helps ensure that downstream supply chain partners receive only approved artwork and label content, reducing production delays and compliance issues.

• 5. Exception handling for disputed or corrected partner documents

  Flow: OpenText Active Documents Trading Grid to Ziflow

  If a trading partner submits a document that requires correction, such as a revised purchase order, invoice dispute attachment, or shipping document amendment, the file can be routed into Ziflow for internal review and redline approval. Teams can comment, resolve issues, and approve the corrected version before it is resent through Trading Grid.

  Business value: Shortens exception resolution cycles and creates a clear audit trail for document changes and approvals.

• 6. New partner onboarding document review

  Flow: OpenText Active Documents Trading Grid to Ziflow

  During onboarding of new suppliers, distributors, or logistics partners, standard operating documents, onboarding packets, and communication templates can be exchanged via Trading Grid and reviewed in Ziflow by procurement, legal, and operations teams. This supports consistent approval of partner-facing materials before they are shared externally.

  Business value: Improves onboarding consistency and reduces the chance of sending incomplete or unapproved partner documentation.

• 7. Bi-directional governance for regulated content and transactional documents

  Flow: Bi-directional between OpenText Active Documents Trading Grid and Ziflow

  Organizations in regulated industries can use Ziflow to manage internal review of content that supports B2B transactions, while Trading Grid handles the secure exchange of the final approved documents with external parties. For example, a revised product specification may be approved in Ziflow, then distributed through Trading Grid to contract manufacturers and logistics partners. If a partner requests a change, the updated version can be returned through Trading Grid and routed back into Ziflow for review.

  Business value: Creates a controlled end-to-end process from content creation to external distribution, with full visibility and approval governance.