OpenText Cloud Fax - OpenText Active Community - Trading Grid Integration and Automation

Common Integration Use Cases Between OpenText Cloud Fax and OpenText Active Community - Trading Grid

1. Fax-Based Exception Handling for Trading Partner Disputes

Data flow: OpenText Cloud Fax ? OpenText Active Community - Trading Grid

When a trading partner disputes an invoice, shipment, or purchase order, operations teams can fax supporting documents such as signed forms, delivery confirmations, or compliance records directly into the Trading Grid community thread. This gives all parties a shared view of the issue and reduces delays caused by email chains or manual document forwarding.

• Speeds resolution of billing and fulfillment exceptions
• Creates a traceable record of faxed evidence in the partner collaboration space
• Improves transparency for finance, logistics, and customer service teams

2. Secure Fax Submission of Compliance Documents to Partner Communities

Data flow: OpenText Cloud Fax ? OpenText Active Community - Trading Grid

Organizations in regulated industries can receive signed contracts, regulatory forms, or authorization documents by fax and automatically attach them to the relevant partner community in Trading Grid. This is useful when a trading partner still relies on fax for legally accepted document exchange.

• Supports compliance-driven document intake
• Reduces manual scanning and uploading
• Ensures partner teams can access the latest approved documents in one place

3. Partner Notification and Follow-Up by Fax for Critical B2B Actions

Data flow: OpenText Active Community - Trading Grid ? OpenText Cloud Fax

When a Trading Grid workflow identifies a critical action such as a shipment hold, order correction, or missing certificate, the system can trigger a fax notification to the partner contact of record. This is valuable when the partner requires fax for urgent or formal communication.

• Improves responsiveness for time-sensitive exceptions
• Provides a reliable fallback channel when email is not sufficient
• Helps standardize outbound partner communications

4. Automated Fax Archiving of Partner Correspondence into Collaboration Records

Data flow: OpenText Cloud Fax ? OpenText Active Community - Trading Grid

Inbound and outbound fax communications related to a trading partner can be automatically archived into the corresponding Trading Grid community record. This creates a complete interaction history for audits, dispute management, and account operations.

• Centralizes partner communication history
• Supports audit readiness and document retention requirements
• Reduces the risk of lost or siloed fax correspondence

5. Fax-Enabled Document Exchange for Partner Onboarding

Data flow: Bi-directional

During partner onboarding, required documents such as tax forms, banking details, insurance certificates, or signed agreements can be sent and received by fax through OpenText Cloud Fax, while Trading Grid serves as the collaboration hub for tracking completion status and sharing onboarding updates. This is especially useful for partners that still depend on fax for formal submissions.

• Shortens onboarding cycle time
• Improves visibility into document status across legal, procurement, and partner management teams
• Supports mixed digital and fax-based partner processes

6. Exception Escalation from Trading Grid to Fax for Non-Digital Partners

Data flow: OpenText Active Community - Trading Grid ? OpenText Cloud Fax

If a partner issue remains unresolved in the community environment, the system can escalate the matter by faxing a formal notice, corrective action request, or approval form. This ensures communication reaches partners who may not actively monitor the collaboration portal.

• Improves issue closure rates with hard-to-reach partners
• Provides a formal communication trail for escalations
• Reduces operational friction in partner ecosystems with mixed technology maturity

7. Shared Audit Package Distribution for Partner Reviews

Data flow: OpenText Cloud Fax ? OpenText Active Community - Trading Grid

For supplier reviews, compliance checks, or transaction audits, teams can fax signed audit evidence, certificates, or corrective action documents into the relevant Trading Grid community. Partner managers and internal stakeholders can then review the same package without searching across separate systems.

• Supports structured partner review processes
• Improves collaboration between compliance, procurement, and operations teams
• Creates a consistent source of truth for audit-related documents

8. Fax Confirmation of High-Value Transaction Approvals

Data flow: OpenText Active Community - Trading Grid ? OpenText Cloud Fax

For high-value or sensitive B2B transactions, approval decisions made in Trading Grid can be sent by fax to external stakeholders as a formal confirmation. This is useful when partners require a signed or faxed record before proceeding with shipment, release, or payment actions.

• Formalizes approval communication for sensitive transactions
• Reduces delays caused by manual rework or follow-up calls
• Improves control over high-risk partner interactions