OpenText eDOCS - Microsoft Planner Integration and Automation

Common Integration Use Cases Between OpenText eDOCS and Microsoft Planner

OpenText eDOCS is a matter-centric document management platform used to control legal and professional services content with versioning, security, and auditability. Microsoft Planner is a lightweight work management tool used to assign tasks, track progress, and coordinate team activities. Together, they can connect document governance with day-to-day execution, helping legal and professional services teams manage work more efficiently.

1. Matter kickoff task creation from new document matter setup

When a new matter is created in OpenText eDOCS, a corresponding Microsoft Planner plan or task set can be generated for the legal team, paralegals, and support staff. This ensures that document collection, review, filing, and approval activities are tracked from the start.

• Direction: OpenText eDOCS to Microsoft Planner
• Business value: Faster matter mobilization and clearer accountability across teams
• Example: A litigation matter is opened in eDOCS and Planner tasks are automatically created for intake, evidence collection, draft review, and filing deadlines

2. Document review and approval workflow tracking

As documents move through review stages in OpenText eDOCS, Planner can be used to assign and monitor review tasks for attorneys, subject matter experts, and approvers. This gives teams a simple operational view of who is responsible for each step without leaving the matter context.

• Direction: OpenText eDOCS to Microsoft Planner
• Business value: Better visibility into review status and fewer missed approvals
• Example: A contract draft in eDOCS triggers Planner tasks for legal review, redline completion, and final signoff

3. Task completion updates linked back to document status

When a task is marked complete in Microsoft Planner, the status of the related document or matter activity in OpenText eDOCS can be updated automatically. This helps legal operations teams keep document records aligned with actual work progress.

• Direction: Microsoft Planner to OpenText eDOCS
• Business value: Reduced manual status updates and more accurate matter records
• Example: Once a compliance memo review task is completed in Planner, eDOCS updates the document workflow to ready for final filing

4. Deadline and milestone coordination for legal deliverables

Important dates stored in OpenText eDOCS, such as filing deadlines, contract expiration dates, or regulatory submission milestones, can be pushed into Microsoft Planner as tasks with due dates and reminders. This helps teams stay on top of time-sensitive obligations.

• Direction: OpenText eDOCS to Microsoft Planner
• Business value: Improved deadline management and reduced risk of missed obligations
• Example: A regulatory response deadline in eDOCS creates a Planner task for drafting, internal review, and submission preparation

5. Matter-based collaboration for cross-functional teams

OpenText eDOCS can remain the system of record for controlled documents while Microsoft Planner manages the operational tasks for legal, finance, compliance, and administrative teams involved in the matter. This separation supports governance without slowing execution.

• Direction: Bi-directional
• Business value: Stronger collaboration with clear ownership and document control
• Example: In a corporate transaction, eDOCS stores the executed agreements while Planner tracks tasks for due diligence, entity setup, and closing checklist items

6. Escalation of overdue document actions

If a document remains in review, approval, or correction status too long in OpenText eDOCS, an overdue task can be created or escalated in Microsoft Planner. This gives managers a practical way to intervene before delays affect the matter timeline.

• Direction: OpenText eDOCS to Microsoft Planner
• Business value: Faster issue resolution and better workload management
• Example: A contract redline waiting more than three days for legal approval automatically generates an escalation task for the responsible attorney

7. Matter closure checklist and final document archiving

At the end of a matter, Microsoft Planner can manage the closure checklist while OpenText eDOCS ensures final documents are properly versioned, secured, and archived. This creates a controlled closeout process with fewer missed steps.

• Direction: Bi-directional
• Business value: Consistent matter closure and improved records management
• Example: A completed litigation matter triggers Planner tasks for final billing review, document retention confirmation, and archive verification in eDOCS

These integrations are most valuable when OpenText eDOCS remains the authoritative repository for legal documents and Microsoft Planner serves as the execution layer for task coordination, reminders, and team accountability.