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OpenText Core Capture Services - OpenText eDOCS Integration and Automation

Integrate OpenText Core Capture Services Artificial intelligence (AI) and OpenText eDOCS Document Management apps with any of the apps from the library with just a few clicks. Create automated workflows by integrating your apps.

Common Integration Use Cases Between OpenText Core Capture Services and OpenText eDOCS

1. Automated legal intake and matter file creation

Data flow: OpenText Core Capture Services to OpenText eDOCS

Incoming legal correspondence, signed agreements, court notices, and client submissions are captured in OpenText Core Capture Services, where key metadata such as client name, matter number, document type, and date are extracted. The validated documents and metadata are then routed into OpenText eDOCS and filed into the correct matter workspace.

Business value: Reduces manual filing, improves matter organization, and ensures legal teams can access documents faster with consistent classification.

2. Digital mailroom for legal departments

Data flow: OpenText Core Capture Services to OpenText eDOCS

Physical mail, scanned email attachments, and faxed documents are ingested through Core Capture Services, classified by document type, and assigned to the appropriate legal team or matter. The content is then stored in eDOCS with security controls and version management aligned to legal retention requirements.

Business value: Speeds up document distribution, reduces lost or delayed mail, and supports centralized control over incoming legal correspondence.

3. Contract and agreement onboarding into matter-centric repositories

Data flow: OpenText Core Capture Services to OpenText eDOCS

Executed contracts, amendments, and supporting forms are captured from email, scan, or shared intake channels. Core Capture Services extracts contract attributes such as counterparty, effective date, renewal date, and agreement type, then sends the records to eDOCS for matter-based storage and legal review.

Business value: Improves contract visibility, supports legal audit readiness, and reduces the time spent manually indexing agreement files.

4. Litigation support document intake and evidence management

Data flow: OpenText Core Capture Services to OpenText eDOCS

Evidence packets, witness statements, discovery responses, and external submissions are captured and classified in Core Capture Services before being stored in eDOCS under the relevant case or matter. Metadata can include case number, opposing party, jurisdiction, and document sensitivity level.

Business value: Strengthens chain of custody, improves case file completeness, and helps legal teams manage high volumes of litigation documents more efficiently.

5. Client onboarding document processing for legal services

Data flow: OpenText Core Capture Services to OpenText eDOCS

New client intake forms, identity documents, engagement letters, and compliance questionnaires are captured and extracted in Core Capture Services. The documents are then routed into eDOCS and linked to the client matter, enabling legal staff to review all onboarding records in one controlled repository.

Business value: Shortens onboarding cycles, improves compliance documentation, and creates a complete client record for legal operations.

6. Version-controlled filing of signed legal documents

Data flow: OpenText Core Capture Services to OpenText eDOCS

After a document is signed externally, the final executed version is scanned or ingested into Core Capture Services. The system identifies it as the authoritative copy and files it into eDOCS as the latest version within the correct matter, while preserving earlier drafts and related correspondence.

Business value: Ensures legal teams work from the correct final version, reduces duplicate filing, and supports defensible document management practices.

7. Cross-team document routing from intake to legal review

Data flow: OpenText Core Capture Services to OpenText eDOCS, with possible status updates from OpenText eDOCS back to OpenText Core Capture Services

Documents received by shared service teams, such as compliance, records, or executive support, are captured in Core Capture Services and routed into eDOCS for legal review. Status updates such as received, filed, reviewed, or rejected can be sent back to the capture environment to support tracking and exception handling.

Business value: Improves visibility across intake and legal review teams, reduces processing delays, and supports accountable document handling.

8. Retention-ready archiving of high-volume legal correspondence

Data flow: OpenText Core Capture Services to OpenText eDOCS

Large volumes of correspondence, notices, and supporting documents are captured in Core Capture Services, classified by legal relevance, and archived in eDOCS with matter-level security and retention rules. This is especially useful for long-running matters, regulatory inquiries, and corporate legal archives.

Business value: Lowers storage and administrative overhead, improves records governance, and makes it easier to retrieve historical legal documents when needed.

How to integrate and automate OpenText Core Capture Services with OpenText eDOCS using OneTeg?