OpenText Identity and Access Management - OpenText eDOCS Integration and Automation

Common Integration Use Cases Between OpenText Identity and Access Management and OpenText eDOCS

• Single Sign-On for Legal Document Access

  Data flow: OpenText Identity and Access Management ? OpenText eDOCS

  Enable attorneys, paralegals, and support staff to access OpenText eDOCS using a single enterprise login. This removes the need for separate credentials, reduces password resets, and improves user adoption while maintaining centralized authentication and session control.

• Role-Based Access to Matters and Document Repositories

  Data flow: OpenText Identity and Access Management ? OpenText eDOCS

  Use identity roles and group memberships to automatically assign access to specific matters, client files, or document libraries in OpenText eDOCS. For example, only members of a litigation team can view sensitive case documents, while finance or HR users are restricted from unrelated repositories.

• Automated Provisioning and Deprovisioning of eDOCS Users

  Data flow: OpenText Identity and Access Management ? OpenText eDOCS

  When employees join, change roles, or leave the organization, identity changes in OpenText Identity and Access Management can trigger corresponding updates in OpenText eDOCS. This ensures new users receive the correct document access quickly and departing users lose access immediately, reducing security risk and manual administration.

• Centralized Enforcement of Authentication Policies

  Data flow: OpenText Identity and Access Management ? OpenText eDOCS

  Apply enterprise security policies such as multi-factor authentication, password standards, and conditional access before users reach OpenText eDOCS. This is especially valuable for legal teams handling confidential client data, where stronger authentication is required for remote access or privileged users.

• Secure Access for External Counsel and Contract Lawyers

  Data flow: Bi-directional

  Allow OpenText Identity and Access Management to govern access for external users such as outside counsel, expert witnesses, or contract attorneys who need limited access to OpenText eDOCS. Identity controls can enforce time-bound access, restricted matter visibility, and audit-ready authentication without creating unmanaged local accounts.

• Audit-Ready User Access Governance

  Data flow: OpenText Identity and Access Management ? OpenText eDOCS

  Synchronize identity attributes and access entitlements so legal and compliance teams can review who has access to which matters and documents. This supports internal audits, client security reviews, and regulatory requirements by providing a clear link between user identity, role, and document permissions.

• Cross-Team Access for Shared Legal and Business Workflows

  Data flow: OpenText Identity and Access Management ? OpenText eDOCS

  Support controlled collaboration between legal, procurement, compliance, and business units by using identity-driven access rules in OpenText eDOCS. For example, a contract approval workflow can grant temporary access to reviewers and automatically remove it once the matter is closed, improving efficiency while limiting exposure.