OpenText File 360 - S-Drive Integration and Automation

Common Integration Use Cases Between OpenText File 360 and S-Drive

1. Secure Salesforce document collection with governed external storage

Data flow: S-Drive ? OpenText File 360

Sales teams can collect contracts, onboarding forms, NDAs, and supporting documents in Salesforce using S-Drive, then automatically store approved or completed files in OpenText File 360 for long-term secure sharing and governance. This keeps Salesforce focused on active work while File 360 provides controlled access, retention, and auditability for sensitive business records.

Business value: Reduces risk of storing regulated documents only inside CRM, improves compliance, and gives legal or compliance teams a governed repository for external collaboration.

2. Controlled external sharing of Salesforce-managed documents

Data flow: S-Drive ? OpenText File 360 ? external recipients

Documents attached to Salesforce records can be published to OpenText File 360 when they need to be shared with customers, partners, auditors, or vendors. Instead of sending files through email or consumer tools, users can generate secure links with access controls, expiration dates, and activity tracking from File 360 while keeping the Salesforce record as the system of context.

Business value: Improves secure collaboration with external parties and creates a clear audit trail for document access and distribution.

3. Return of signed or approved documents back into Salesforce

Data flow: OpenText File 360 ? S-Drive

When external stakeholders upload signed agreements, compliance evidence, or review comments into File 360, the final version can be pushed back into S-Drive and linked to the relevant Salesforce account, opportunity, case, or contract record. This ensures sales, service, and operations teams always work from the latest approved document without leaving Salesforce.

Business value: Eliminates manual download and re-upload steps, shortens turnaround time, and keeps Salesforce records complete and current.

4. Contract lifecycle handoff from sales to legal and compliance

Data flow: S-Drive ? OpenText File 360

Sales teams can initiate contract creation and document collection in S-Drive during opportunity closure, then hand off the package to OpenText File 360 for legal review, redlining, approval, and secure external exchange. Once finalized, the executed contract is returned to S-Drive and attached to the Salesforce deal or customer record.

Business value: Supports a clean separation between CRM workflow and governed document management, reducing bottlenecks and improving contract control.

5. Customer onboarding document intake and compliance validation

Data flow: S-Drive ? OpenText File 360

During onboarding, customer success or operations teams can collect tax forms, certifications, insurance documents, and identity verification files in Salesforce using S-Drive. Once received, the documents can be routed to OpenText File 360 for secure storage, review by compliance teams, and controlled sharing with internal stakeholders who need access for approval or audit purposes.

Business value: Standardizes onboarding document handling, reduces missing paperwork, and supports compliance-heavy workflows across departments.

6. Audit-ready document retention for regulated Salesforce records

Data flow: S-Drive ? OpenText File 360

Files associated with regulated Salesforce objects such as cases, claims, opportunities, or service requests can be archived from S-Drive into OpenText File 360 according to retention rules. File 360 can serve as the system of record for long-term retention, legal hold, and audit access while S-Drive remains the operational workspace for active teams.

Business value: Helps meet retention and audit requirements without overloading Salesforce storage or complicating user workflows.

7. Cross-team collaboration on account and case documents

Data flow: Bi-directional

Sales, service, legal, and finance teams can collaborate on the same document set by using S-Drive for Salesforce-centric work and OpenText File 360 for broader enterprise sharing. For example, a customer escalation case may start in Salesforce with supporting evidence in S-Drive, then move to File 360 for secure review by legal or operations, with final outcomes and approved documents synced back to Salesforce.

Business value: Improves coordination across teams, avoids duplicate document repositories, and ensures everyone works from the correct version.