OpenText eDOCS - OpenText Core Digital Asset Management Integration and Automation

Common Integration Use Cases Between OpenText eDOCS and OpenText Core Digital Asset Management

1. Legal-approved brand and marketing asset distribution

Data flow: OpenText eDOCS ? OpenText Core Digital Asset Management

Legal teams can store final approved contracts, disclaimers, product claims, and compliance-approved language in OpenText eDOCS, then publish approved versions to OpenText Core Digital Asset Management for use by marketing, sales, and regional teams. This ensures only vetted content is reused in campaigns, presentations, and customer-facing materials.

• Reduces risk of using outdated or non-compliant legal language
• Speeds up access to approved assets for non-legal teams
• Supports controlled reuse of sensitive content across the enterprise

2. Centralized management of rights-managed media and licensing records

Data flow: Bi-directional

OpenText Core Digital Asset Management can manage images, videos, and creative files, while OpenText eDOCS can retain licensing agreements, usage rights, indemnities, and legal approvals tied to those assets. Integration links the asset to its governing legal documentation so teams can verify usage rights before publishing or repurposing content.

• Improves visibility into asset rights and expiration dates
• Helps prevent unauthorized use of licensed media
• Creates a defensible audit trail for compliance and legal review

3. Matter-based storage of legal approvals for creative production

Data flow: OpenText Core Digital Asset Management ? OpenText eDOCS

When creative teams submit campaign assets for legal review, final approval records, redlines, and sign-off documents can be filed into the relevant matter in OpenText eDOCS. The approved creative files remain in OpenText Core Digital Asset Management, while the legal evidence and approval history are preserved in the matter file.

• Supports clear approval governance for regulated content
• Makes it easier to retrieve legal evidence during audits or disputes
• Separates working assets from formal legal records

4. Controlled publishing of legal templates and standard clauses

Data flow: OpenText eDOCS ? OpenText Core Digital Asset Management

Legal departments can maintain approved templates, standard clauses, boilerplate disclosures, and branded legal graphics in OpenText eDOCS, then distribute selected versions to OpenText Core Digital Asset Management for use in presentations, brochures, event materials, and digital campaigns. This keeps downstream teams aligned to the latest approved content.

• Improves consistency across legal and marketing materials
• Reduces manual rework and version confusion
• Ensures enterprise-wide use of approved legal content

5. Archiving final campaign assets and supporting legal record retention

Data flow: OpenText Core Digital Asset Management ? OpenText eDOCS

At the end of a campaign or product launch, final published assets from OpenText Core Digital Asset Management can be transferred to OpenText eDOCS for long-term retention as part of the legal record. This is useful for retaining evidence of what was published, when it was approved, and which versions were externally distributed.

• Supports legal hold and retention requirements
• Preserves final published versions for future reference
• Helps legal teams respond to regulatory or litigation requests

6. Cross-functional review workflow for regulated content

Data flow: Bi-directional

Marketing or communications teams can initiate content review in OpenText Core Digital Asset Management, while legal reviewers access supporting documents, policy references, and prior approvals stored in OpenText eDOCS. Once approved, the final asset and approval record are synchronized so both teams work from a single source of truth.

• Shortens review cycles for regulated materials
• Improves collaboration between legal, marketing, and compliance teams
• Creates traceable approval history across both systems

7. Litigation support for published media and campaign evidence

Data flow: OpenText Core Digital Asset Management ? OpenText eDOCS

In the event of a dispute, legal teams can pull the exact published version of a brochure, advertisement, video, or web creative from OpenText Core Digital Asset Management and store it in the relevant matter in OpenText eDOCS alongside correspondence, approvals, and supporting evidence. This helps establish what content was used and when.

• Improves readiness for litigation and regulatory inquiries
• Provides defensible evidence of published content
• Reduces time spent searching across disconnected repositories

8. Enterprise search and metadata synchronization for faster discovery

Data flow: Bi-directional

Key metadata such as matter number, client name, campaign ID, asset type, approval status, and retention classification can be synchronized between OpenText eDOCS and OpenText Core Digital Asset Management. This enables users to search across legal records and digital assets using consistent business terms and quickly locate the right file or supporting documentation.

• Improves findability across legal and creative content
• Reduces duplicate storage and manual tagging effort
• Supports better governance and content lifecycle management