SFTP - OpenText Extended ECM - Business Workspaces Integration and Automation

Common Integration Use Cases Between SFTP and OpenText Extended ECM - Business Workspaces

• Secure ingestion of supplier documents into project workspaces
  Data flow: SFTP ? OpenText Extended ECM - Business Workspaces
  Manufacturing, construction, and engineering teams can receive supplier submittals, certificates, drawings, and compliance documents through SFTP and automatically file them into the correct project workspace. Metadata such as supplier name, project ID, document type, and revision can be applied during ingestion so project teams can review the latest approved content in context.
• Automated delivery of regulated records from business workspaces to external auditors
  Data flow: OpenText Extended ECM - Business Workspaces ? SFTP
  Finance, legal, and compliance teams can export finalized contracts, audit evidence, policy acknowledgements, and supporting records from a governed workspace to a secure SFTP location for auditors or regulators. This supports controlled external sharing while preserving an audit trail of what was sent, when, and by whom.
• Customer case file consolidation from secure file drops
  Data flow: SFTP ? OpenText Extended ECM - Business Workspaces
  Service providers and support organizations can collect customer documents such as claims forms, signed agreements, identity verification files, and incident attachments via SFTP and attach them to the relevant customer or case workspace. This gives case managers a single view of all documents tied to the customer record and reduces manual file handling.
• Distribution of approved product content to business partners
  Data flow: OpenText Extended ECM - Business Workspaces ? SFTP
  Marketing, product management, and channel operations teams can publish approved product catalogs, pricing sheets, technical specifications, and image assets from a controlled workspace to SFTP for retailers, distributors, or print vendors. Only approved versions are released, helping prevent outdated or noncompliant content from reaching partners.
• Secure archival of completed project deliverables
  Data flow: OpenText Extended ECM - Business Workspaces ? SFTP
  At project closeout, final deliverables, signed acceptance documents, and handover packages can be exported from the workspace to SFTP for long-term retention, disaster recovery, or transfer to an external records repository. This is useful when organizations need a secure outbound channel for immutable copies of completed work.
• Inbound processing of partner-submitted compliance evidence
  Data flow: SFTP ? OpenText Extended ECM - Business Workspaces
  Retail, healthcare, and financial services organizations can receive recurring compliance files from partners such as insurance certificates, attestations, training records, or policy acknowledgements via SFTP. The files can be automatically linked to the relevant vendor, supplier, or account workspace, enabling compliance teams to track obligations and follow up on missing items.
• Bi-directional exchange for order and fulfillment documentation
  Data flow: OpenText Extended ECM - Business Workspaces ? SFTP
  Order management teams can store purchase orders, shipping notices, invoices, and proof of delivery in the workspace while exchanging selected documents with logistics providers or trading partners through SFTP. This creates a controlled collaboration process where internal users manage the full document set, while external parties receive only the files they need.
• Controlled transfer of sensitive backup copies for governance and recovery
  Data flow: OpenText Extended ECM - Business Workspaces ? SFTP
  Organizations can periodically export critical workspace content, such as signed contracts, case records, or project documentation, to a secure SFTP target for backup or disaster recovery. This supports business continuity requirements and provides an additional protected copy outside the primary content repository.