OpenText Core Capture Services - Frontify Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and Frontify

1. Brand-Compliant Invoice and Vendor Document Intake

Data flow: OpenText Core Capture Services ? Frontify

Captured supplier invoices, purchase orders, and vendor correspondence can be classified in OpenText Core Capture Services and linked to approved brand templates, supplier communication standards, and document naming conventions stored in Frontify. This helps AP and procurement teams ensure that externally shared forms and templates remain consistent with corporate brand standards.

Business value: Reduces manual handling of vendor documents, improves consistency in supplier-facing materials, and supports governance over approved document formats.

2. Centralized Approval of Customer-Facing Forms and Templates

Data flow: Frontify ? OpenText Core Capture Services

Marketing or operations teams can manage approved customer-facing forms, onboarding packets, and correspondence templates in Frontify. Once finalized, these assets can be pushed into OpenText Core Capture Services for use in intake workflows, where incoming completed forms are captured and extracted against the approved template structure.

Business value: Ensures that document capture processes use the latest approved templates, reducing errors caused by outdated forms and improving first-pass data accuracy.

3. Digital Mailroom Routing with Brand-Governed Communication Assets

Data flow: OpenText Core Capture Services ? Frontify

Incoming mail, scanned letters, and customer submissions processed in OpenText Core Capture Services can be classified by document type and routed to the correct brand-approved response templates, letterheads, and communication assets stored in Frontify. For example, complaint letters, welcome packs, or service notices can be matched to the correct branded response materials.

Business value: Speeds up mailroom operations, improves response consistency, and reduces the risk of sending unapproved or off-brand communications.

4. Customer Onboarding Document Pack Standardization

Data flow: Bi-directional

Frontify can serve as the source of truth for onboarding checklists, branded forms, and customer communication templates, while OpenText Core Capture Services processes completed onboarding documents, extracts key data, and validates them against the approved pack structure. If missing or outdated documents are detected, the capture workflow can trigger a request for the latest branded version from Frontify.

Business value: Improves onboarding completeness, reduces rework, and creates a controlled link between brand-approved materials and operational intake processes.

5. Governance of Regulatory and Legal Correspondence Templates

Data flow: Frontify ? OpenText Core Capture Services

Legal, compliance, and communications teams can maintain approved regulatory notices, disclosure forms, and correspondence templates in Frontify. OpenText Core Capture Services can then use these controlled assets as reference documents when capturing incoming signed forms or customer acknowledgements, ensuring that the correct version is used for processing and audit purposes.

Business value: Strengthens document governance, supports audit readiness, and reduces compliance risk from using outdated or unapproved templates.

6. Brand Asset Indexing for Document Classification

Data flow: Frontify ? OpenText Core Capture Services

Metadata from Frontify, such as campaign name, brand, region, audience, and asset version, can be shared with OpenText Core Capture Services to improve classification of incoming documents related to marketing campaigns, event registrations, or promotional responses. This allows capture rules to route documents to the correct business process based on the active campaign or brand context.

Business value: Improves classification accuracy, supports faster routing, and helps marketing operations manage high volumes of campaign-related documents.

7. Controlled Distribution of Branded Response Materials

Data flow: OpenText Core Capture Services ? Frontify

When OpenText Core Capture Services identifies a document type that requires a standard response, such as a claims acknowledgment, service confirmation, or onboarding follow-up, it can trigger retrieval of the approved branded response asset from Frontify. This ensures that downstream teams always use the latest version of the correct template or communication pack.

Business value: Reduces time spent searching for approved assets, improves response turnaround, and maintains brand consistency across departments.

8. Audit Trail Linking Between Captured Documents and Approved Brand Assets

Data flow: Bi-directional

OpenText Core Capture Services can store extracted document metadata and processing history, while Frontify maintains version history and approval status for the related templates or brand assets. Linking the two systems creates a complete audit trail showing which approved asset version was used to process a specific incoming document or customer submission.

Business value: Enhances traceability, supports compliance reviews, and gives operations and brand teams visibility into how approved materials are being used in live processes.