SFTP - OpenText Cloud Fax Integration and Automation

Common Integration Use Cases Between SFTP and OpenText Cloud Fax

1. Secure fax delivery of files received via SFTP

Flow: SFTP to OpenText Cloud Fax

Organizations can place inbound documents such as signed forms, claims packets, purchase orders, or compliance records on an SFTP server, where an integration service automatically converts the files into fax-ready documents and sends them through OpenText Cloud Fax to recipients who still require fax communication. This is useful for healthcare, legal, and government teams that receive digital files from partners but must deliver them into fax-based workflows.

Business value: Reduces manual printing and faxing, speeds up document turnaround, and preserves secure handling of sensitive files.

2. Fax-to-SFTP archiving for compliance and audit trails

Flow: OpenText Cloud Fax to SFTP

Inbound and outbound fax confirmations, fax images, and transmission logs from OpenText Cloud Fax can be automatically exported to an SFTP location for long-term retention, audit review, or downstream processing by records management systems. This is especially valuable for regulated organizations that need a secure, immutable file exchange process for legal evidence or compliance reporting.

Business value: Centralizes fax records, supports retention policies, and simplifies audits by storing transmission artifacts in a controlled file repository.

3. Secure distribution of regulated documents to fax-dependent partners

Flow: SFTP to OpenText Cloud Fax

Enterprises can use SFTP to receive regulated documents from internal systems such as ERP, claims platforms, or document management systems, then route selected files through OpenText Cloud Fax to external recipients like clinics, courts, agencies, or vendors that still require fax. Examples include lab results, benefit determinations, court filings, and supplier compliance notices.

Business value: Enables digital systems to communicate with fax-only stakeholders without manual intervention, improving service speed and reducing processing errors.

4. Automated faxing of batch-generated business documents

Flow: SFTP to OpenText Cloud Fax

Back-office applications can generate batch files such as remittance advice, insurance letters, loan notices, or account statements and drop them to SFTP. An integration layer can then split, validate, and fax each document through OpenText Cloud Fax to the appropriate recipient based on file naming conventions or metadata files. This is common in finance, insurance, and healthcare operations.

Business value: Replaces manual print and fax queues, improves throughput, and ensures consistent delivery of high-volume outbound communications.

5. Fax intake digitization with secure file handoff to downstream systems

Flow: OpenText Cloud Fax to SFTP

When inbound faxes are received through OpenText Cloud Fax, the documents can be converted to PDF or TIFF and deposited on SFTP for pickup by ECM, case management, claims, or workflow systems. This creates a clean handoff from fax intake to digital processing, allowing teams to index, classify, and route documents automatically.

Business value: Eliminates manual scanning and rekeying, accelerates case creation, and improves document visibility across departments.

6. Secure partner document exchange with fax fallback

Flow: Bi-directional

Organizations can use SFTP as the primary secure exchange channel for digital documents with partners, while OpenText Cloud Fax serves as a fallback or exception path when a recipient cannot accept files electronically. For example, a supplier onboarding team may send contracts and tax forms via SFTP to a partner portal, but automatically fax the same packet if the partner requires fax confirmation or has no secure file access.

Business value: Improves delivery success rates, supports partner preferences, and reduces delays caused by incompatible communication channels.

7. Secure transmission of signed documents and acknowledgments

Flow: OpenText Cloud Fax to SFTP and SFTP to OpenText Cloud Fax

Documents that require signature or formal acknowledgment can be sent from SFTP to OpenText Cloud Fax for delivery to external parties. Once signed pages are returned by fax, they are captured in OpenText Cloud Fax and stored back on SFTP for validation, indexing, and archival. This pattern is common for consent forms, legal notices, and regulated approvals.

Business value: Creates a controlled end-to-end workflow for documents that must move between digital repositories and fax-based approval processes.

8. Disaster recovery and continuity for fax-related document workflows

Flow: Bi-directional

Critical fax documents and transmission logs can be mirrored from OpenText Cloud Fax to SFTP as part of a business continuity strategy, while outbound fax jobs can be queued from SFTP if a primary document system is unavailable. This allows organizations to maintain essential communications during outages and preserve records in a separate secure repository.

Business value: Improves resilience, supports continuity of regulated communications, and protects against data loss or service disruption.