OpenText Cloud Fax - OpenText Webroot Unity Integration and Automation

Common Integration Use Cases Between OpenText Cloud Fax and OpenText Webroot Unity

OpenText Cloud Fax and OpenText Webroot Unity complement each other by combining secure document transmission with endpoint threat protection. In enterprise environments, faxed documents often contain sensitive regulated data, while the devices handling those documents are exposed to malware, phishing, and ransomware risks. Integrating these platforms helps organizations protect fax workflows, reduce manual security checks, and improve compliance across business and IT teams.

1. Secure fax delivery from protected endpoints

When users send or receive fax documents from desktops, laptops, or virtual workstations, OpenText Webroot Unity can monitor and protect those endpoints from malware that could intercept or alter documents before they are faxed through OpenText Cloud Fax. This is especially valuable for healthcare, legal, and government teams handling confidential records.

• Data flow: OpenText Webroot Unity to OpenText Cloud Fax
• Business value: Reduces the risk of compromised endpoints affecting regulated fax communications
• Operational benefit: Security teams can enforce endpoint health before fax workflows are allowed

2. Block fax-related phishing and malicious attachments

Fax workflows often involve scanned documents, PDFs, and image files that may be downloaded, opened, or routed through email and business applications. OpenText Webroot Unity can detect suspicious files on user devices before they are processed or forwarded through OpenText Cloud Fax, helping prevent malicious content from spreading through document workflows.

• Data flow: OpenText Webroot Unity to OpenText Cloud Fax
• Business value: Lowers the chance of malware entering the organization through faxed documents
• Operational benefit: Reduces incident response workload for IT and security teams

3. Alert security teams when fax activity indicates possible compromise

If unusual fax behavior is detected, such as repeated outbound fax attempts, unexpected document types, or activity from a device flagged by OpenText Webroot Unity, the integration can trigger a security review. This helps identify compromised endpoints or suspicious user behavior tied to fax communications.

• Data flow: Bi-directional
• Business value: Improves early detection of fraud, account misuse, or endpoint compromise
• Operational benefit: Security operations can correlate fax events with endpoint alerts

4. Enforce device trust before allowing fax access

Organizations can use OpenText Webroot Unity to assess endpoint security posture before users are permitted to access OpenText Cloud Fax portals or fax-enabled business applications. Devices with active threats, outdated protection, or suspicious behavior can be restricted until remediated.

• Data flow: OpenText Webroot Unity to OpenText Cloud Fax
• Business value: Prevents untrusted devices from handling sensitive faxed information
• Operational benefit: Supports policy-based access control for compliance-sensitive workflows

5. Protect fax intake workflows that feed downstream systems

Many organizations route inbound faxes into ECM, case management, or records systems. OpenText Webroot Unity can scan the endpoint or workstation used to receive, review, and classify fax documents before they are uploaded or indexed through OpenText Cloud Fax integrations. This reduces the chance that infected files are stored in enterprise repositories.

• Data flow: OpenText Webroot Unity to OpenText Cloud Fax
• Business value: Protects downstream systems from contaminated fax content
• Operational benefit: Improves document hygiene across records and workflow teams

6. Support incident response for suspicious fax events

When a fax-related security incident occurs, such as a user opening a malicious attachment or a device showing signs of ransomware, OpenText Webroot Unity can provide endpoint telemetry while OpenText Cloud Fax supplies transmission history, recipient details, and document routing records. Together, these data points help investigators determine whether the fax was part of a broader attack.

• Data flow: Bi-directional
• Business value: Speeds root cause analysis and containment
• Operational benefit: Gives security and compliance teams a fuller audit trail

7. Improve compliance reporting for regulated communications

In regulated industries, organizations need to prove that sensitive communications were transmitted securely and handled on protected devices. OpenText Cloud Fax provides transmission records, while OpenText Webroot Unity contributes endpoint protection status and threat history. Combined reporting supports audits, internal controls, and risk management reviews.

• Data flow: Bi-directional
• Business value: Strengthens compliance evidence for regulated fax processes
• Operational benefit: Reduces manual effort for audit preparation and control validation

8. Automate remediation for compromised fax users

If OpenText Webroot Unity detects malware or ransomware on a user device, the integration can automatically suspend or limit that user?s ability to send or receive faxes through OpenText Cloud Fax until the endpoint is cleaned and approved. This prevents compromised devices from continuing to process sensitive communications.

• Data flow: OpenText Webroot Unity to OpenText Cloud Fax
• Business value: Limits exposure from infected endpoints handling confidential documents
• Operational benefit: Creates a clear remediation workflow between security and business operations