OpenText Cloud Fax - CELUM Integration and Automation

Common Integration Use Cases Between OpenText Cloud Fax and CELUM

1. Approved marketing asset distribution for regulated communications

Data flow: CELUM ? OpenText Cloud Fax

Marketing or compliance teams can store final, approved documents in CELUM and automatically route selected assets to OpenText Cloud Fax for secure delivery to external stakeholders who still require fax, such as hospitals, insurers, government offices, or legal partners. This ensures only the latest approved version is transmitted and reduces the risk of sending outdated or non-compliant content.

Business value: Faster distribution of compliant documents, fewer manual handoffs, and stronger control over version accuracy.

2. Faxed document capture into the digital asset repository

Data flow: OpenText Cloud Fax ? CELUM

Inbound faxes such as signed forms, approvals, contracts, or media release documents can be automatically stored in CELUM as governed assets. Metadata can be applied based on sender, fax number, document type, or workflow status so teams can quickly search, classify, and reuse the content.

Business value: Centralized document retention, improved traceability, and easier access to business-critical records.

3. Rights-managed distribution of legal or compliance documents

Data flow: CELUM ? OpenText Cloud Fax

Organizations can use CELUM to manage rights-controlled documents such as consent forms, policy notices, or legal disclosures, then send them through OpenText Cloud Fax to recipients who require a secure, auditable channel. CELUM can enforce approval and rights checks before fax transmission is triggered.

Business value: Better governance over sensitive content and reduced compliance risk in external communications.

4. Automated approval-to-send workflow for time-sensitive documents

Data flow: Bi-directional

A document can move through CELUM?s approval workflow, and once approved, an integration can automatically create a fax job in OpenText Cloud Fax. Delivery confirmation or failure status can then be written back to CELUM to complete the record. This is useful for contracts, notices, policy updates, and campaign materials that must be sent quickly after sign-off.

Business value: Shorter cycle times, fewer manual steps, and a complete audit trail from approval to delivery.

5. Secure distribution of branded forms and templates to field or branch teams

Data flow: CELUM ? OpenText Cloud Fax

Head office teams can maintain controlled versions of branded forms, notices, or operational templates in CELUM and distribute them via fax to branch locations, clinics, or partner offices that rely on fax-based processes. This is especially useful when recipients do not have access to modern collaboration tools.

Business value: Consistent brand and message control across distributed operations, with less reliance on email attachments or local file copies.

6. Archiving faxed campaign responses and signed releases

Data flow: OpenText Cloud Fax ? CELUM

When customers, partners, or media contacts return signed forms by fax, the documents can be automatically archived in CELUM alongside the related campaign or content project. Marketing and legal teams can then link responses to the original asset set, making it easier to track participation, permissions, and campaign outcomes.

Business value: Better campaign governance, improved response tracking, and easier retrieval of signed materials.

7. Compliance evidence package assembly for audits and reviews

Data flow: Bi-directional

CELUM can store the approved source documents, while OpenText Cloud Fax provides transmission logs, delivery confirmations, and recipient details. Together, the platforms can support audit-ready evidence packages for regulated communications, showing what was sent, when it was approved, and how it was delivered.

Business value: Stronger audit readiness, reduced time spent gathering evidence, and improved defensibility for regulated processes.