OpenText Information Archive - S-Drive Integration and Automation

Common Integration Use Cases Between OpenText Information Archive and S-Drive

1. Salesforce record document capture into compliant long-term archive

Data flow: S-Drive to OpenText Information Archive

Documents collected in Salesforce through S-Drive, such as contracts, onboarding forms, claims files, or customer approvals, are automatically archived in OpenText Information Archive once the Salesforce process is complete. This ensures that business-critical records are retained according to policy while reducing the amount of active content stored in Salesforce.

• Supports regulatory retention and legal hold requirements
• Reduces storage growth and admin overhead in Salesforce
• Keeps archived documents searchable for audit and compliance teams

2. Legacy system retirement with Salesforce document access continuity

Data flow: OpenText Information Archive to S-Drive

When a legacy ECM, ERP, or case management system is decommissioned, its retained documents can be preserved in OpenText Information Archive and surfaced in Salesforce through S-Drive-linked workflows. Customer service, sales, or operations teams can continue to access historical documents from Salesforce without needing the old system.

• Enables system retirement without losing document access
• Improves user productivity by keeping access inside Salesforce
• Reduces support costs for obsolete applications

3. Contract lifecycle management with controlled retention

Data flow: Bi-directional

Sales teams use S-Drive to collect and manage contract drafts, redlines, and signed agreements in Salesforce. Final executed versions are then transferred to OpenText Information Archive for compliant retention, while metadata and reference links remain available in Salesforce for business users. This creates a controlled handoff from active collaboration to governed archive.

• Supports legal, procurement, and sales collaboration
• Ensures final records are retained under policy
• Maintains visibility in Salesforce without duplicating active management

4. Customer onboarding and KYC document retention

Data flow: S-Drive to OpenText Information Archive

During customer onboarding, S-Drive collects identity documents, tax forms, certifications, and signed disclosures directly in Salesforce. Once validation is complete, the documents are archived in OpenText Information Archive for long-term retention and audit readiness. This is especially valuable for financial services, insurance, healthcare, and regulated industries.

• Improves auditability of onboarding records
• Reduces risk of missing or misplaced compliance documents
• Creates a clear separation between active case handling and retained records

5. Service case evidence preservation

Data flow: S-Drive to OpenText Information Archive

Customer support teams attach evidence files, screenshots, signed acknowledgements, and investigation documents to Salesforce cases using S-Drive. After case closure, the full evidence package is archived in OpenText Information Archive to preserve the record for warranty claims, disputes, or regulatory review.

• Preserves complete case history for future reference
• Supports dispute resolution and complaint handling
• Helps service teams keep Salesforce focused on active cases

6. HR and employee document retention from Salesforce workflows

Data flow: S-Drive to OpenText Information Archive

HR teams can use Salesforce and S-Drive to collect employee forms, policy acknowledgements, certifications, and onboarding documents. After processing, these files are archived in OpenText Information Archive according to HR retention schedules. This supports privacy, access control, and long-term recordkeeping requirements.

• Improves governance of sensitive employee records
• Supports retention and disposition policies by document type
• Reduces manual filing and retention tracking

7. Archived document retrieval for audits and business reviews

Data flow: OpenText Information Archive to S-Drive

When auditors, compliance officers, or business users need historical documents, OpenText Information Archive can provide controlled retrieval back into Salesforce through S-Drive. This allows teams to review archived records in the context of the related Salesforce account, opportunity, case, or employee record without exposing the archive broadly.

• Speeds up audit response and evidence collection
• Keeps access tied to Salesforce business context
• Improves governance through controlled retrieval

8. Policy-based disposition of completed Salesforce documents

Data flow: OpenText Information Archive to S-Drive and Salesforce metadata sync

Documents managed in S-Drive can be archived in OpenText Information Archive and later disposed of according to retention policy when no longer required. Salesforce can retain only the necessary metadata, status, and reference information while the physical content is removed from active systems at the end of its lifecycle.

• Reduces long-term storage and compliance risk
• Ensures records are disposed of consistently and defensibly
• Preserves business context in Salesforce after content deletion