OpenText eDOCS - Frontify Integration and Automation

Common Integration Use Cases Between OpenText eDOCS and Frontify

1. Approved Brand Assets Published from Frontify to Legal Document Workspaces

Direction: Frontify ? OpenText eDOCS

Marketing or brand teams maintain approved logos, templates, disclaimers, and visual standards in Frontify. When legal teams need these assets for contracts, client-facing documents, policy packs, or regulatory materials, the approved files are automatically pushed into OpenText eDOCS matter or workspace folders.

• Ensures legal users only access current, approved brand materials
• Reduces risk of using outdated logos, templates, or disclaimers
• Speeds document creation for legal and professional services teams

2. Legal-Approved Templates and Disclaimers Synced to Frontify

Direction: OpenText eDOCS ? Frontify

Legal and compliance teams store approved document templates, footer language, confidentiality notices, and jurisdiction-specific disclaimers in OpenText eDOCS. These controlled assets are then synchronized to Frontify so marketing and design teams can use only legally vetted content in brand materials.

• Creates a single source of truth for approved legal language
• Prevents unauthorized edits to regulated statements
• Supports faster campaign production with fewer legal review cycles

3. Matter-Based Brand Asset Collection for Client Engagements

Direction: Bi-directional

For client matters involving branding, rebranding, litigation communications, or transaction support, OpenText eDOCS can organize matter-related legal documents while Frontify stores the associated brand assets. Integration links the matter record in eDOCS to the relevant Frontify brand folder, giving legal, marketing, and communications teams a shared view of all approved materials.

• Improves coordination across legal, marketing, and client service teams
• Provides context for brand-related legal work by matter or project
• Reduces time spent searching across disconnected repositories

4. Controlled Distribution of Client-Facing Legal Marketing Materials

Direction: OpenText eDOCS ? Frontify

Legal departments often approve brochures, capability statements, pitch decks, and client alerts that must align with brand standards. Once finalized in OpenText eDOCS, these documents can be published to Frontify as approved assets for reuse by business development and marketing teams.

• Ensures only final, approved versions are distributed externally
• Supports consistent messaging across offices and practice groups
• Eliminates duplicate storage of the same approved content

5. Version-Controlled Brand Governance for Regulated Content

Direction: Bi-directional

Frontify manages the latest brand guidelines and visual standards, while OpenText eDOCS retains version-controlled legal approvals and review history for regulated content. Integration can synchronize metadata such as approval status, version number, owner, and effective date so both teams can verify which assets are active and compliant.

• Improves auditability for brand and legal governance
• Helps teams confirm which version is approved for use
• Supports compliance in highly regulated industries and professional services

6. Centralized Review and Approval Workflow for Co-Branded Materials

Direction: Frontify ? OpenText eDOCS, with status updates back to Frontify

When marketing creates co-branded proposals, event collateral, or client presentations in Frontify, the materials can be routed to legal reviewers in OpenText eDOCS for approval. Once approved, the status is updated in Frontify so teams know the asset is cleared for use.

• Formalizes legal review for externally distributed brand content
• Reduces approval delays through structured workflow handoff
• Gives marketing immediate visibility into review status

7. Retention and Archiving of Final Brand and Legal Assets

Direction: Frontify ? OpenText eDOCS

Final brand assets, campaign deliverables, and published collateral from Frontify can be archived in OpenText eDOCS for long-term retention alongside related legal records. This is especially useful for matters involving advertising claims, public disclosures, or client communications that require evidence of what was published.

• Supports record retention and legal hold requirements
• Creates a defensible archive of published materials
• Helps legal teams respond to disputes or compliance inquiries

8. Shared Metadata and Search Across Brand and Legal Repositories

Direction: Bi-directional

Integration can synchronize key metadata such as client name, matter number, campaign name, region, approval owner, and document status between OpenText eDOCS and Frontify. This enables users to search and filter assets by business context rather than by file name alone.

• Improves discoverability of related legal and brand content
• Reduces duplicate tagging and manual classification
• Helps teams quickly locate the correct asset for a matter or campaign