OpenText Cloud Fax - Canto Integration and Automation

Common Integration Use Cases Between OpenText Cloud Fax and Canto

OpenText Cloud Fax and Canto serve very different but complementary enterprise needs. OpenText Cloud Fax supports secure, compliant document transmission for regulated workflows, while Canto manages digital assets for collaboration, reuse, and controlled distribution. Integrating them helps organizations move approved documents and visual assets between operational teams, compliance-driven processes, and external recipients with less manual handling.

1. Send approved marketing or customer documents from Canto through secure fax channels

Data flow: Canto to OpenText Cloud Fax

Marketing, legal, or customer operations teams can store finalized documents in Canto and trigger fax delivery through OpenText Cloud Fax when a recipient requires a faxed copy. This is useful for signed forms, partner packets, policy documents, or regulated customer communications that must be transmitted securely.

• Reduces manual download, print, and fax steps
• Ensures only approved versions are sent
• Supports compliance requirements where fax is still mandatory

2. Archive faxed documents and related assets in Canto for controlled reuse

Data flow: OpenText Cloud Fax to Canto

Inbound or outbound fax documents can be automatically stored in Canto as part of a searchable content library. This is valuable for organizations that want to retain faxed agreements, forms, or supporting materials alongside related brand or operational assets for future reference and reuse.

• Creates a centralized repository for faxed content
• Improves searchability and audit readiness
• Helps teams reuse approved templates and supporting files

3. Distribute regulated forms and document templates from Canto for fax-based submission workflows

Data flow: Canto to OpenText Cloud Fax

Teams can manage approved forms, brochures, enrollment packets, or disclosure documents in Canto and route them to OpenText Cloud Fax for outbound delivery to customers, providers, or government offices. This is especially useful in healthcare, insurance, and public sector workflows where fax remains a standard submission method.

• Maintains a single source of truth for approved templates
• Speeds up document distribution to fax-dependent recipients
• Reduces version control issues across departments

4. Support customer service teams with faxed document fulfillment using assets stored in Canto

Data flow: Canto to OpenText Cloud Fax

Customer service or operations teams can retrieve approved documents from Canto, such as claim forms, service instructions, or compliance notices, and send them directly via fax through OpenText Cloud Fax. This creates a more efficient fulfillment process for requests that cannot be completed by email or portal delivery.

• Improves turnaround time for customer requests
• Ensures consistent document versions are used
• Reduces dependency on manual desktop faxing

5. Capture fax confirmations and delivery records alongside related campaign or case assets

Data flow: OpenText Cloud Fax to Canto

Fax transmission confirmations, delivery receipts, and related correspondence can be stored in Canto with the associated document set. This is useful for teams that need to track proof of delivery for contracts, notices, or regulated communications and keep the supporting files together in one managed location.

• Improves traceability for compliance and legal review
• Links delivery evidence to the original asset package
• Supports faster dispute resolution and audit response

6. Enable cross-team collaboration on document packages before fax distribution

Data flow: Bi-directional

Business users can collaborate in Canto on document packages that require review from legal, compliance, and operations before being sent through OpenText Cloud Fax. Once approved, the final version is faxed, and delivery status or confirmation can be returned to the same workflow for visibility.

• Supports controlled review and approval cycles
• Keeps stakeholders aligned on final content
• Improves governance for sensitive outbound communications

7. Maintain a compliant content lifecycle for regulated communications

Data flow: Bi-directional

Organizations can use Canto to manage the approved source files for regulated communications and OpenText Cloud Fax to deliver those files to external parties. Fax confirmations and related records can then be stored back in Canto to complete the content lifecycle. This is especially valuable for healthcare, legal, and government teams that need both controlled asset management and secure transmission.

• Combines content governance with secure delivery
• Supports retention and audit requirements
• Reduces risk of sending outdated or unapproved materials

In combination, OpenText Cloud Fax and Canto help enterprises manage the full journey of sensitive documents and approved assets, from creation and review to secure delivery and retention.