OpenText Cloud Fax - Steg.ai Integration and Automation

Common Integration Use Cases Between OpenText Cloud Fax and Steg.ai

1. Secure fax intake with automated image classification and tagging

Data flow: OpenText Cloud Fax ? Steg.ai

Incoming fax documents such as insurance forms, patient referrals, legal notices, or government applications are routed from OpenText Cloud Fax into Steg.ai for image recognition and content tagging. Steg.ai classifies the document type, extracts key attributes, and applies metadata for downstream routing.

• Reduces manual sorting of inbound fax traffic
• Improves document indexing for ECM and case management systems
• Speeds up triage in shared service and records teams

2. Faxed document protection and content sensitivity tagging before distribution

Data flow: Steg.ai ? OpenText Cloud Fax

Documents prepared in Steg.ai can be analyzed for sensitive content, then tagged with protection metadata before being sent through OpenText Cloud Fax. This is useful when teams need to transmit regulated or confidential materials and want to ensure the correct handling rules are applied before fax delivery.

• Supports compliance workflows for PHI, legal evidence, and confidential records
• Helps enforce document handling policies before outbound transmission
• Reduces risk of misclassification or improper distribution

3. Automated routing of inbound faxed forms into digital asset repositories

Data flow: OpenText Cloud Fax ? Steg.ai ? DAM or ECM platform

Organizations receiving faxed contracts, signed approvals, claims forms, or permits can send the documents from OpenText Cloud Fax to Steg.ai for classification and tagging, then automatically route them into a DAM or ECM repository with the correct metadata. This creates a searchable digital record from a traditionally manual fax process.

• Improves retrieval of faxed business records
• Eliminates manual file naming and indexing
• Supports audit readiness and document governance

4. Fax-based exception handling for protected digital assets

Data flow: Steg.ai ? OpenText Cloud Fax

When Steg.ai identifies assets that require secure offline or regulated distribution, such as signed approvals, annotated images, or sensitive attachments, the system can trigger outbound fax delivery through OpenText Cloud Fax. This is useful for business partners, clinics, law offices, or agencies that still require fax as an accepted channel.

• Provides a secure fallback channel for recipients without digital access
• Maintains compliance where fax is a required delivery method
• Supports exception workflows for time-sensitive documents

5. Claims, referral, and case file enrichment with faxed supporting documents

Data flow: OpenText Cloud Fax ? Steg.ai ? line-of-business applications

In healthcare, insurance, and public sector workflows, supporting documents often arrive by fax and must be attached to a case, claim, or referral. OpenText Cloud Fax delivers the files to Steg.ai, which identifies the document type and tags it for the correct case record or workflow queue.

• Accelerates claims intake and referral processing
• Improves accuracy in case file assembly
• Reduces back-office rework caused by misfiled documents

6. Content protection workflow for outbound faxed marketing or partner materials

Data flow: Steg.ai ? OpenText Cloud Fax

Marketing, legal, or partner operations teams can use Steg.ai to classify outbound documents and apply protection tags before sending them through OpenText Cloud Fax. This helps ensure that sensitive versions, approved copies, or restricted materials are handled according to policy before they leave the organization.

• Supports controlled distribution of branded or confidential content
• Reduces the chance of sending the wrong document version
• Improves governance over externally shared materials

7. Audit trail and compliance record creation for faxed protected content

Data flow: Bi-directional

OpenText Cloud Fax can provide transmission details for inbound and outbound fax activity, while Steg.ai adds classification and protection metadata to the associated content. Together, they create a stronger audit trail for regulated workflows, showing what was sent, what was received, and how the document was categorized.

• Supports compliance reporting and records retention
• Improves traceability for regulated communications
• Helps legal, compliance, and records teams validate document handling