OpenText eDOCS - OpenText Legal Hold Integration and Automation

Common Integration Use Cases Between OpenText eDOCS and OpenText Legal Hold

• Matter-based legal hold initiation from eDOCS
  When a new litigation matter is opened in OpenText eDOCS, the matter record can trigger a corresponding legal hold in OpenText Legal Hold. Custodians, related matter documents, and key metadata can be passed from eDOCS to Legal Hold so the legal team can quickly preserve relevant content without manual re-entry. This reduces delay at the start of a case and improves defensibility.
• Automatic hold application to matter documents
  OpenText Legal Hold can send hold status back to OpenText eDOCS so documents linked to a held matter are flagged as protected from deletion, disposition, or overwrite. This bi-directional integration helps records and legal teams enforce preservation rules directly within the document management environment and reduces the risk of spoliation.
• Custodian and matter metadata synchronization
  Custodian lists, matter identifiers, case names, and jurisdiction details can flow from OpenText eDOCS to OpenText Legal Hold, while hold status and acknowledgment data can flow back. This keeps both systems aligned and gives legal teams a single source of truth for matter context and preservation obligations.
• Version preservation for held documents
  When a document in OpenText eDOCS is placed under legal hold, the hold status from OpenText Legal Hold can prevent version pruning or retention-based deletion. This ensures all relevant versions remain available for review, audit, and eDiscovery, which is especially important in regulated or high-risk litigation matters.
• Hold release and retention resumption workflow
  When Legal Hold releases a matter, the release event can be sent to OpenText eDOCS so normal retention and disposition policies resume automatically. This eliminates manual follow-up by records teams, shortens administrative cycles, and ensures documents are not retained longer than necessary.
• Audit-ready chain of custody for legal review
  OpenText eDOCS can provide document history, version details, and matter associations to OpenText Legal Hold for audit and reporting purposes. Legal Hold can then maintain a defensible record of who was notified, when acknowledgments were received, and which content was preserved, supporting compliance and litigation readiness.
• Cross-team matter onboarding for legal and records operations
  When legal opens a new matter in OpenText Legal Hold, the integration can create or update the corresponding matter workspace in OpenText eDOCS. This allows legal, records, and paralegal teams to work from a consistent matter structure, improving intake speed, reducing duplicate setup, and standardizing document handling across the case lifecycle.