SharePoint - OpenText Core Capture Services Integration and Automation

Common Integration Use Cases Between SharePoint and OpenText Core Capture Services

1. Digital Mailroom Intake to SharePoint Case Folders

Flow: OpenText Core Capture Services ? SharePoint

Incoming paper and email correspondence is captured in OpenText Core Capture Services, classified by document type, and key metadata is extracted before the content is routed into SharePoint. Documents such as customer letters, claims forms, HR requests, or vendor correspondence are automatically filed into the correct SharePoint site, library, or case folder.

Business value: Reduces manual sorting and filing, improves turnaround time, and gives business teams a centralized, searchable workspace for each case or request.

2. Accounts Payable Invoice Processing with SharePoint Approval Workflows

Flow: OpenText Core Capture Services ? SharePoint

Invoices received from suppliers are captured and indexed in OpenText Core Capture Services, which extracts invoice number, vendor, amount, due date, and purchase order references. The invoice image and metadata are then sent to SharePoint, where AP teams use SharePoint lists, libraries, and Power Automate workflows to route invoices for review and approval.

Business value: Speeds invoice processing, reduces data entry errors, and creates a controlled approval trail for finance and audit teams.

3. Customer Onboarding Document Collection and Review

Flow: OpenText Core Capture Services ? SharePoint

During customer onboarding, supporting documents such as signed agreements, tax forms, identity documents, and compliance questionnaires are captured and classified in OpenText Core Capture Services. Extracted data is pushed into SharePoint to create a structured onboarding workspace for sales, operations, legal, and compliance teams.

Business value: Improves onboarding cycle times, ensures required documents are complete, and provides a single collaboration space for cross-functional review.

4. SharePoint Submission Portal for External Documents

Flow: SharePoint ? OpenText Core Capture Services

SharePoint is used as a secure intake portal where employees, partners, or customers upload forms, applications, or supporting documents. Once submitted, files are sent to OpenText Core Capture Services for classification and data extraction, then routed to downstream systems or returned to SharePoint with enriched metadata.

Business value: Creates a user-friendly front end for document submission while ensuring captured content is standardized and ready for processing.

5. Contract and Correspondence Archiving with Searchable Metadata

Flow: OpenText Core Capture Services ? SharePoint

Signed contracts, amendments, and related correspondence are captured in OpenText Core Capture Services and stored in SharePoint with extracted metadata such as contract type, counterparty, effective date, and renewal date. This enables organized retention, version control, and enterprise search across legal and business units.

Business value: Makes critical documents easier to find, supports compliance retention requirements, and reduces the risk of missed renewals or misplaced records.

6. Exception Handling for Incomplete or Low-Confidence Documents

Flow: OpenText Core Capture Services ? SharePoint

When OpenText Core Capture Services cannot confidently classify a document or extract all required fields, the item is sent to a SharePoint exception queue for manual review. Operations staff can correct metadata, add missing information, and approve the document for downstream processing.

Business value: Keeps automation running while providing a controlled process for exceptions, improving accuracy without creating bottlenecks.

7. Regulated Records Management and Audit Support

Flow: OpenText Core Capture Services ? SharePoint

Documents subject to regulatory oversight, such as onboarding records, claims files, or financial documents, are captured and indexed in OpenText Core Capture Services and then stored in SharePoint with retention labels, permissions, and audit-ready metadata. Business users can collaborate in SharePoint while records teams maintain governance controls.

Business value: Strengthens compliance, supports audit preparation, and ensures documents are managed consistently across departments.

8. Bi-Directional Workflow for Document Enrichment and Status Updates

Flow: SharePoint ? OpenText Core Capture Services

SharePoint stores the working document set and workflow status, while OpenText Core Capture Services provides classification and extraction services. As documents move through review, approval, or exception handling, status updates and extracted data are synchronized back to SharePoint so teams always see the latest processing state.

Business value: Gives users a single operational view of document progress, improves transparency, and reduces duplicate tracking across systems.