OpenText eDOCS - Papirfly Integration and Automation

Common Integration Use Cases Between OpenText eDOCS and Papirfly

OpenText eDOCS is a matter-centric document management platform used by legal and professional services teams to control versions, permissions, and retention of critical documents. Papirfly is a brand asset and template management platform that helps organizations create, govern, and distribute approved marketing and corporate content at scale. Together, they can connect legal governance with brand-controlled content production and approval workflows.

1. Approved Brand Assets Stored and Governed in OpenText eDOCS

Data flow: Papirfly to OpenText eDOCS

When marketing, communications, or legal teams finalize approved brand assets in Papirfly, the final versions can be automatically archived in OpenText eDOCS under the relevant matter, policy, or corporate record category. This creates a controlled legal record of approved logos, templates, campaign artwork, and brand guidelines.

• Ensures a defensible audit trail for approved brand materials
• Supports legal retention and records management requirements
• Reduces risk of using outdated or unapproved assets

2. Legal Review and Approval of Brand Templates

Data flow: Papirfly to OpenText eDOCS and back

Brand templates, campaign materials, or externally facing documents created in Papirfly can be routed to legal teams for review in OpenText eDOCS. Legal can annotate, redline, and approve the content, then the approved version is returned to Papirfly for controlled reuse across teams and regions.

• Speeds up legal review of marketing and corporate communications
• Maintains version control between draft and approved content
• Prevents local teams from publishing unapproved materials

3. Matter-Based Storage of Campaign and Brand Compliance Evidence

Data flow: Papirfly to OpenText eDOCS

For regulated industries or high-risk campaigns, Papirfly can send campaign outputs, approvals, and supporting evidence into OpenText eDOCS and file them against a legal matter or compliance case. This gives legal and compliance teams a complete record of what was published, when it was approved, and by whom.

• Supports audits, investigations, and regulatory inquiries
• Centralizes evidence for brand and content compliance
• Improves traceability across distributed teams and agencies

4. Controlled Distribution of Legal-Approved Templates to Business Users

Data flow: OpenText eDOCS to Papirfly

Legal or corporate governance teams can store approved document templates, disclaimers, and standard clauses in OpenText eDOCS, then publish selected versions into Papirfly for use in branded documents and communications. This ensures business users only access the latest approved language.

• Reduces legal risk from outdated disclaimers or clauses
• Improves consistency across contracts, notices, and communications
• Minimizes manual template maintenance by local teams

5. Brand Asset Lifecycle Management with Legal Retention Rules

Data flow: Bi-directional

Papirfly manages the active lifecycle of brand assets, while OpenText eDOCS applies retention, legal hold, and archival policies to final assets and related approvals. When a campaign ends or a brand asset is retired, Papirfly can flag the item for archival in eDOCS, where legal and records teams govern retention and disposal.

• Aligns marketing operations with records management policy
• Supports legal hold on assets involved in disputes or investigations
• Prevents accidental deletion of regulated or sensitive content

6. Centralized Approval Workflow for External-Facing Documents

Data flow: Papirfly to OpenText eDOCS

Documents such as brochures, client letters, event materials, and public statements created in Papirfly can be sent to OpenText eDOCS for legal approval before release. Once approved, the final version is stored in eDOCS and made available back in Papirfly as the only publishable version.

• Creates a formal approval gate for external communications
• Reduces the chance of publishing noncompliant content
• Improves collaboration between legal, marketing, and compliance teams

7. Search and Retrieval of Approved Content Across Legal and Brand Repositories

Data flow: Bi-directional metadata synchronization

Metadata such as matter number, campaign name, region, document type, approval status, and owner can be synchronized between the two platforms to make approved content easy to find. Users can search in Papirfly for active brand assets and in OpenText eDOCS for the legal record of the same asset.

• Reduces duplicate content creation
• Improves discoverability of approved materials
• Helps teams quickly verify the authoritative version

These integration patterns are especially valuable for law firms, in-house legal departments, and regulated enterprises that need both strong document governance and controlled brand content production.