OpenText Extended ECM - Business Workspaces - OpenText File 360 Integration and Automation

Common Integration Use Cases Between OpenText Extended ECM - Business Workspaces and OpenText File 360

• Project workspace document sharing with external partners
  OpenText Extended ECM - Business Workspaces can store the authoritative project record, including contracts, plans, and approvals, while OpenText File 360 provides secure external sharing for vendors, consultants, and contractors. Project teams can publish selected files from the workspace to File 360 for controlled access, and final versions can be synchronized back into the workspace for governance and retention.
• Customer case collaboration with secure file exchange
  Customer service teams can manage the full case context in OpenText Extended ECM - Business Workspaces, including case notes, correspondence, and related records. When customers or third parties need to exchange sensitive documents such as claims evidence, compliance forms, or signed statements, those files can be shared through OpenText File 360 with audit trails and expiration controls, then linked back to the case workspace.
• Sales deal room and proposal collaboration
  Sales teams can use OpenText Extended ECM - Business Workspaces to organize deal-related content, approvals, and CRM-linked metadata. Proposal drafts, pricing sheets, and redlines can be distributed through OpenText File 360 to internal reviewers or external stakeholders for secure collaboration. Approved documents can then be returned to the deal workspace as the controlled record of truth.
• Procurement and supplier document exchange
  Procurement departments can maintain supplier records, sourcing events, and contract workflows in OpenText Extended ECM - Business Workspaces. OpenText File 360 can be used to exchange RFQ packages, compliance certificates, insurance documents, and signed supplier forms with external suppliers. This reduces email-based file sharing while keeping the procurement workspace complete and auditable.
• Legal matter collaboration and evidence collection
  Legal teams can manage matters, deadlines, and privileged content in OpenText Extended ECM - Business Workspaces. OpenText File 360 can support secure collection and distribution of evidence, affidavits, and review documents with outside counsel or expert witnesses. Once validated, the documents can be stored in the matter workspace with metadata and retention policies intact.
• Controlled distribution of governed content from business workspaces
  Departments such as finance, HR, or operations can use OpenText Extended ECM - Business Workspaces as the system of record for policies, reports, and approvals. Selected documents can be published to OpenText File 360 for read-only or time-limited access by distributed teams or external reviewers. This supports controlled dissemination without exposing the full workspace.
• Field team synchronization for offline or remote access
  Organizations with mobile or remote teams can use OpenText File 360 to synchronize approved documents from OpenText Extended ECM - Business Workspaces to field users who need secure access outside the core business system. Updated files, annotations, or completed forms can be uploaded back to the workspace, ensuring the central business record stays current and governed.