OpenText Lens - Data Visibility - OpenText eDOCS Integration and Automation

Common Integration Use Cases Between OpenText Lens - Data Visibility and OpenText eDOCS

1. Sensitive Content Discovery and Matter Repository Cleanup

Data flow: OpenText Lens - Data Visibility ? OpenText eDOCS

Use OpenText Lens - Data Visibility to scan file shares, legacy repositories, and unmanaged content sources to identify legal documents containing sensitive, redundant, or obsolete information. The results can be used to determine which content should be migrated into OpenText eDOCS, archived, or deleted before matter-based onboarding. This reduces clutter in the document management system and improves search accuracy, retention compliance, and user adoption.

2. Pre-Migration Assessment for Legal Content Consolidation

Data flow: OpenText Lens - Data Visibility ? OpenText eDOCS

Before moving documents into OpenText eDOCS, organizations can use OpenText Lens - Data Visibility to inventory content across shared drives, email archives, and legacy systems. The scan helps legal and IT teams identify duplicate files, outdated drafts, and documents with missing metadata. This supports cleaner migrations into matter-centric structures in OpenText eDOCS and lowers the risk of bringing noncompliant or low-value content into the target system.

3. Compliance Review for Legal Hold and Retention Programs

Data flow: Bi-directional

OpenText Lens - Data Visibility can identify content that may be subject to legal hold, privacy restrictions, or retention obligations, while OpenText eDOCS stores the authoritative matter documents and related records. Integration allows compliance teams to compare repository-wide findings from Lens with matter-level documents in eDOCS to confirm that required files are retained and unnecessary copies are removed. This improves defensibility during audits, investigations, and litigation readiness reviews.

4. Duplicate and Version Sprawl Reduction Across Legal Repositories

Data flow: OpenText Lens - Data Visibility ? OpenText eDOCS

Legal teams often store multiple versions of the same document across email, shared drives, and matter folders. OpenText Lens - Data Visibility can detect duplicate or near-duplicate content and flag obsolete versions for review. Those findings can then be used to consolidate the final approved version into OpenText eDOCS, reducing version confusion and improving document control for attorneys, paralegals, and support staff.

5. Matter-Based Risk Reporting and Repository Governance

Data flow: OpenText Lens - Data Visibility ? OpenText eDOCS

OpenText Lens - Data Visibility can provide a repository-wide view of where legal documents reside, including content outside the formal document management system. That insight helps legal operations teams identify matter-related documents stored in unauthorized locations and bring them under governance in OpenText eDOCS. The result is better control over confidential client information, improved access management, and more consistent matter organization.

6. Obsolete Content Identification for eDOCS Archive Optimization

Data flow: OpenText Lens - Data Visibility ? OpenText eDOCS

Use OpenText Lens - Data Visibility to identify outdated drafts, superseded agreements, and inactive matter files that no longer need active management. These findings can drive archive or disposition workflows in OpenText eDOCS, helping legal departments reduce storage costs and improve system performance. This is especially valuable for firms managing large volumes of closed matters and long-retention records.

7. Security and Access Review for High-Risk Legal Documents

Data flow: Bi-directional

OpenText Lens - Data Visibility can surface sensitive documents containing privileged, confidential, or regulated information across the enterprise, while OpenText eDOCS enforces matter-based security and controlled access. Integration supports periodic reviews to ensure high-risk documents are stored in the correct matter workspace with appropriate permissions. This helps legal and information security teams reduce exposure from misfiled content and unauthorized access.

8. Legal Department Data Cleanup Before eDOCS Expansion or Reorganization

Data flow: OpenText Lens - Data Visibility ? OpenText eDOCS

When a legal department expands, restructures, or standardizes matter management, OpenText Lens - Data Visibility can be used to assess the current document landscape and identify content that should be retained, migrated, or retired. The output supports a more controlled reorganization into OpenText eDOCS, with cleaner matter folders, better metadata quality, and less manual cleanup after deployment.