OpenText Documentum - Microsoft Copilot Integration and Automation

Common Integration Use Cases Between OpenText Documentum and Microsoft Copilot

• Regulated document drafting with controlled source content
  Business users use Microsoft Copilot to draft policies, SOPs, clinical documents, or regulatory submissions by pulling approved reference material from OpenText Documentum. Documentum remains the system of record for controlled content, while Copilot accelerates first-draft creation and content reuse. Data flow: OpenText Documentum to Microsoft Copilot.
• AI-assisted search and summarization of governed content
  Teams ask Copilot to summarize long technical reports, quality records, contracts, or project files stored in Documentum. This reduces time spent manually reviewing large document sets and helps users quickly identify relevant sections, decisions, and exceptions. Data flow: OpenText Documentum to Microsoft Copilot.
• Compliance-aware content review and redlining support
  Legal, quality, and compliance teams use Copilot to compare draft documents against approved templates, prior versions, or policy language stored in Documentum. Copilot can highlight missing clauses, inconsistent terminology, or sections that need review before the document is routed through Documentum workflows. Data flow: Bi-directional.
• Workflow acceleration for document approvals
  When a document enters a Documentum approval workflow, Copilot can generate reviewer summaries, extract key changes, and prepare approval notes for managers or subject matter experts in Microsoft 365. This shortens review cycles and improves decision quality without bypassing Documentum governance controls. Data flow: OpenText Documentum to Microsoft Copilot.
• Controlled content creation from Microsoft productivity tools
  Users create drafts in Word, Outlook, or Teams with Copilot, then publish finalized versions into Documentum for records management, retention, and auditability. This supports a familiar authoring experience while ensuring only approved content is stored in the governed repository. Data flow: Microsoft Copilot to OpenText Documentum.
• Records and retention inquiry support
  Compliance, audit, and legal teams use Copilot to answer questions about document status, retention category, version history, or approval lineage by querying metadata and records information from Documentum. This reduces dependence on manual searches and helps teams respond faster to audits and legal holds. Data flow: OpenText Documentum to Microsoft Copilot.
• Cross-functional knowledge assistant for project and case teams
  Project managers, engineers, or regulatory teams use Copilot to surface relevant controlled documents from Documentum based on a case, product, site, or project context. Copilot can assemble a concise briefing from approved documents, helping teams work from the latest governed information. Data flow: OpenText Documentum to Microsoft Copilot.
• Exception handling and escalation from governed workflows
  If a Documentum workflow identifies missing approvals, expired documents, or policy exceptions, Copilot can draft escalation messages, summarize the issue for stakeholders, and recommend next actions. This improves operational responsiveness while keeping the formal decision trail in Documentum. Data flow: Bi-directional.