OpenText Documentum - Air Inc. Integration and Automation

Common Integration Use Cases Between OpenText Documentum and Air Inc.

1. Controlled document publishing from Air Inc. to OpenText Documentum

Data flow: Air Inc. ? OpenText Documentum

When teams create operational, customer, or project documents in Air Inc., finalized versions can be automatically transferred into OpenText Documentum for formal retention, version control, and compliance management. This is useful for regulated content such as SOPs, policy documents, contracts, and audit evidence.

• Air Inc. acts as the working collaboration layer
• Documentum becomes the system of record for approved content
• Reduces manual filing and ensures only controlled versions are retained

2. Approval workflow handoff for regulated content

Data flow: Bi-directional

Draft documents can be created and reviewed in Air Inc., then routed into Documentum for formal approval workflows, legal review, or records declaration. Once approved, status updates and approval metadata can be sent back to Air Inc. so business users can see the current disposition without leaving their workspace.

• Supports multi-step review and signoff processes
• Improves visibility for business teams and compliance teams
• Ensures approved content is governed under enterprise records policies

3. Compliance archive for completed projects and cases

Data flow: Air Inc. ? OpenText Documentum

At the end of a project, case, or operational cycle, Air Inc. can send the complete content package to Documentum for long-term retention. This includes final deliverables, correspondence, supporting evidence, and decision logs. Documentum then applies retention schedules, legal holds, and audit controls.

• Creates a defensible archive for audits and investigations
• Reduces risk of content loss when projects close
• Supports industry retention and eDiscovery requirements

4. Document retrieval from Documentum inside Air Inc. workflows

Data flow: OpenText Documentum ? Air Inc.

Users working in Air Inc. can search and retrieve approved documents stored in Documentum without switching systems. This is valuable for customer service, project delivery, and operations teams that need quick access to controlled templates, policies, drawings, or reference materials.

• Improves productivity by reducing system switching
• Ensures users access the latest approved version
• Supports role-based access to sensitive content

5. Metadata synchronization for document classification and governance

Data flow: Bi-directional

Key metadata such as document type, owner, project code, retention category, and confidentiality level can be synchronized between the two platforms. Air Inc. can capture business context at creation time, while Documentum can enrich records with governance attributes needed for compliance and lifecycle management.

• Improves searchability and classification consistency
• Supports automated retention and disposition rules
• Reduces duplicate data entry across teams

6. Exception handling and remediation for non-compliant content

Data flow: OpenText Documentum ? Air Inc.

If Documentum identifies missing metadata, expired approvals, or policy violations, it can send exception tasks back to Air Inc. for remediation. Business users can correct the issue, add required information, or re-submit the content for approval.

• Creates a closed-loop compliance process
• Speeds up resolution of governance issues
• Helps teams maintain audit-ready content repositories

7. Audit trail and activity reporting for governance oversight

Data flow: OpenText Documentum ? Air Inc.

Documentum audit events such as document creation, access, approval, retention actions, and disposition can be surfaced in Air Inc. dashboards or operational reports. This gives business and compliance stakeholders a consolidated view of content activity across the workflow.

• Improves oversight of regulated document processes
• Supports internal audits and regulatory reporting
• Helps identify bottlenecks in approval and retention workflows