OpenText Cloud Fax - Centric Integration and Automation

Common Integration Use Cases Between OpenText Cloud Fax and Centric

OpenText Cloud Fax and Centric can work together to support regulated, document-heavy product development workflows where secure transmission, traceability, and controlled collaboration are essential. Centric manages product data and development processes, while OpenText Cloud Fax provides a secure channel for sending and receiving documents that still require fax-based communication with suppliers, labs, manufacturers, regulators, and internal teams.

1. Secure transmission of signed product approval documents

Data flow: Centric to OpenText Cloud Fax

When product specifications, artwork approvals, compliance sign-offs, or supplier agreements are finalized in Centric, the documents can be routed through OpenText Cloud Fax for secure delivery to external partners who still require faxed copies. This is especially useful for legal approvals, regulated supplier onboarding, or markets where fax remains an accepted business standard.

• Reduces manual printing and scanning
• Preserves an auditable record of outbound transmission
• Speeds up approval cycles with external stakeholders

2. Inbound fax capture of supplier or lab documentation into Centric

Data flow: OpenText Cloud Fax to Centric

Suppliers, testing labs, or contract manufacturers can fax certificates, test results, change notices, or compliance forms into OpenText Cloud Fax, which then routes the documents into Centric as attachments to the relevant product record or project. This creates a centralized repository for product-related evidence and reduces the risk of missing critical documentation.

• Improves document traceability across product development stages
• Eliminates manual filing and re-keying
• Supports faster review of supplier-submitted materials

3. Controlled distribution of product change notices to external partners

Data flow: Centric to OpenText Cloud Fax

When engineering or design teams issue a product change notice in Centric, the notice can be automatically faxed to suppliers, packaging vendors, or regulatory contacts who need immediate notification but do not use modern collaboration portals. This helps ensure that all downstream parties receive the latest approved information without delay.

• Supports timely communication of design or specification changes
• Reduces the chance of outdated production runs
• Creates a transmission history for audit purposes

4. Fax-based intake of customer or distributor requests tied to product records

Data flow: OpenText Cloud Fax to Centric

Customer service, sales operations, or distributor support teams may receive faxed requests for product samples, specification sheets, packaging updates, or custom configuration changes. OpenText Cloud Fax can capture these requests and attach them to the appropriate product or project record in Centric so product managers can review and act on them in context.

• Improves response handling for fax-dependent customers and partners
• Keeps request history linked to the product lifecycle
• Helps product teams prioritize market feedback

5. Archiving faxed compliance evidence alongside product development documentation

Data flow: Bi-directional

Centric can store product development documents, while OpenText Cloud Fax can archive transmission confirmations and received fax content related to compliance, quality, or supplier communication. Together, they provide a complete record of what was sent, received, approved, and when, which is valuable for audits, recalls, and regulatory reviews.

• Strengthens governance and audit readiness
• Provides end-to-end document lineage
• Supports quality management and regulatory reporting

6. Routing urgent manufacturing instructions to plants or vendors by fax

Data flow: Centric to OpenText Cloud Fax

For urgent production updates such as revised bill of materials, packaging instructions, or artwork corrections, Centric can trigger fax delivery to manufacturing sites or vendors that rely on fax for operational communication. This is useful when immediate action is required and email-based workflows are not dependable enough for the recipient environment.

• Ensures critical instructions reach operational teams quickly
• Reduces production errors caused by outdated documents
• Supports global supplier networks with mixed technology maturity

7. Exception handling for regulated document exchanges

Data flow: Bi-directional

In cases where a supplier, regulator, or partner cannot use digital portals, Centric can generate the required document package and send it through OpenText Cloud Fax. If a response is received by fax, it can be captured back into Centric for review and follow-up. This creates a practical exception process for organizations that need to maintain digital workflows while accommodating fax-only counterparts.

• Maintains workflow continuity with external parties
• Reduces process delays caused by channel limitations
• Improves collaboration in regulated and global environments

8. Centralized product documentation for launch readiness

Data flow: OpenText Cloud Fax to Centric

During product launch preparation, teams often receive final confirmations, supplier acknowledgements, or compliance documents by fax. These can be automatically stored in Centric under the relevant launch project, giving product, quality, and operations teams a single view of launch readiness and outstanding dependencies.

• Improves visibility into launch status
• Reduces time spent searching across inboxes and paper files
• Helps cross-functional teams coordinate more effectively