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OpenText eDOCS - Centric Integration and Automation

Integrate OpenText eDOCS Document Management and Centric Product Lifecycle 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 eDOCS and Centric

1. Legal review and approval of product development agreements

Data flow: Centric ? OpenText eDOCS ? Centric

Product development teams can send draft supplier agreements, licensing terms, co-development contracts, and NDAs from Centric into OpenText eDOCS for legal review and controlled versioning. Legal teams manage redlines, approvals, and final executed copies in eDOCS, then return the approved documents and status updates to Centric so product managers can proceed with sourcing, development, or launch milestones.

Business value: Reduces delays in contract turnaround, improves legal oversight, and keeps product teams aligned on approved terms.

2. Centralized storage of IP and compliance documents tied to product records

Data flow: Centric ? OpenText eDOCS

Centric can push key product lifecycle documents such as invention disclosures, patent-related correspondence, regulatory submissions, and compliance certificates into OpenText eDOCS, where they are stored with matter-based security and retention controls. This creates a legal-grade repository for sensitive intellectual property and compliance evidence linked to specific products or programs.

Business value: Strengthens audit readiness, protects confidential IP, and simplifies legal discovery and compliance management.

3. Controlled access to legal templates for product teams

Data flow: OpenText eDOCS ? Centric

Legal departments can maintain approved templates for NDAs, supplier agreements, brand usage terms, and distribution contracts in OpenText eDOCS. Centric can surface the latest approved versions to product, sourcing, and commercialization teams so they always use current legal language when creating product-related documents.

Business value: Prevents use of outdated templates, reduces contract risk, and standardizes legal language across product programs.

4. Matter-based tracking of product launch legal workstreams

Data flow: Bi-directional

For each major product launch, Centric can create or reference a launch program record while OpenText eDOCS manages the associated legal matter. Documents such as trademark clearances, packaging claims reviews, regulatory correspondence, and launch approvals can be exchanged between the systems so both product and legal teams have visibility into the same launch workstream.

Business value: Improves cross-functional coordination, reduces missed approvals, and provides a complete record of launch readiness.

5. Supplier and manufacturing agreement lifecycle management

Data flow: Centric ? OpenText eDOCS ? Centric

Centric often manages supplier onboarding and product sourcing activities. When a supplier agreement requires legal review, Centric can route the document to OpenText eDOCS for drafting, negotiation, and approval. Once finalized, the executed agreement and key metadata such as effective date, renewal terms, and jurisdiction can be synchronized back to Centric for operational use by sourcing and product teams.

Business value: Speeds supplier onboarding, improves contract governance, and gives product teams access to current commercial terms.

6. Audit trail and evidence management for regulated product launches

Data flow: Centric ? OpenText eDOCS

In regulated industries, Centric can send launch evidence such as approved artwork, claims substantiation, test reports, and sign-off records to OpenText eDOCS for long-term retention and legal defensibility. eDOCS provides secure version control and matter-centric organization, making it easier to respond to audits, disputes, or regulatory inquiries.

Business value: Enhances traceability, supports compliance obligations, and reduces the time needed to assemble evidence during audits or disputes.

7. Legal hold and records preservation for product disputes

Data flow: OpenText eDOCS ? Centric

If a product issue leads to litigation, a regulatory investigation, or an IP dispute, OpenText eDOCS can place relevant documents under legal hold and preserve them according to matter requirements. Centric can receive hold notifications or status updates so product teams know which records must not be altered or deleted, helping maintain compliance across both systems.

Business value: Reduces legal risk, ensures preservation of critical records, and improves coordination during disputes or investigations.

8. Product launch package assembly for legal sign-off

Data flow: Centric ? OpenText eDOCS

Centric can assemble a launch package containing product specifications, packaging files, claims documentation, and approval artifacts, then send the package to OpenText eDOCS for legal sign-off and archival. Legal teams can review the complete package in a controlled environment and store the approved launch record in the relevant matter.

Business value: Creates a single source of truth for launch approvals, reduces manual document chasing, and improves accountability across teams.

How to integrate and automate OpenText eDOCS with Centric using OneTeg?