Templafy - OpenText File 360 Integration and Automation

Common Integration Use Cases Between Templafy and OpenText File 360

1. Secure distribution of approved document templates to internal and external teams

Data flow: Templafy ? OpenText File 360

Templafy can generate approved proposal, contract, and client communication templates, then publish the finalized files to OpenText File 360 for secure sharing with internal stakeholders, partners, or clients. This ensures teams use the latest branded and compliant documents while File 360 provides controlled access, audit trails, and secure external collaboration.

Business value: Reduces version confusion, improves document governance, and enables safe collaboration on sensitive business documents.

2. Controlled external review of generated client documents

Data flow: Templafy ? OpenText File 360 ? Templafy

Sales, legal, or consulting teams can create client-facing documents in Templafy, then store and share them through File 360 for external review and approval. Review comments or updated versions can be returned to Templafy for finalization, ensuring only approved content is used in the final document set.

Business value: Speeds up review cycles while maintaining compliance and a clear document approval trail.

3. Secure storage of finalized branded documents and presentations

Data flow: Templafy ? OpenText File 360

Once a document, presentation, or proposal is completed in Templafy, the final version can be automatically stored in File 360 as the enterprise-controlled repository for secure retention and sharing. This is useful for client deliverables, board materials, and regulated communications that must be retained with access controls and auditability.

Business value: Centralizes final documents in a governed file-sharing environment and reduces reliance on email attachments or consumer file-sharing tools.

4. Retrieval of approved source files and reference materials for document creation

Data flow: OpenText File 360 ? Templafy

Teams can store approved source materials in File 360, such as legal clauses, product sheets, case studies, or financial disclosures, and make them available to Templafy users during document creation. Templafy can then insert the correct content into templates, helping employees build accurate documents without searching across multiple repositories.

Business value: Improves productivity, reduces manual copy-paste errors, and ensures documents use current approved content.

5. Secure collaboration on regulated documents with controlled template enforcement

Data flow: Bi-directional

In regulated workflows, Templafy can enforce the correct structure, branding, and disclaimers for documents, while File 360 manages secure collaboration, permissions, and audit logging during review and distribution. This combination is well suited for legal agreements, financial reports, and policy documents that require both content governance and secure sharing.

Business value: Supports compliance-heavy processes end to end, from document creation through external collaboration and final distribution.

6. Client proposal and pitch deck collaboration across sales, marketing, and legal

Data flow: Templafy ? OpenText File 360

Sales teams can create proposals and pitch decks in Templafy using approved branding, product messaging, and legal disclaimers. The draft can then be shared in File 360 with marketing, finance, and legal for controlled review and feedback. Final approved versions can be locked and distributed from File 360 to ensure consistency.

Business value: Shortens proposal turnaround time and reduces the risk of off-brand or non-compliant client materials.

7. Audit-ready document lifecycle management for compliance teams

Data flow: Templafy ? OpenText File 360

Templafy can generate documents with embedded compliance language and standardized formatting, while File 360 captures access history, sharing activity, and version records. Compliance and risk teams can use this combined workflow to demonstrate who created, reviewed, accessed, and distributed sensitive documents.

Business value: Strengthens audit readiness and supports internal controls for regulated industries.

8. Controlled sharing of marketing and corporate communications assets

Data flow: OpenText File 360 ? Templafy ? OpenText File 360

Marketing teams can store approved collateral, logos, and reference documents in File 360, then expose selected assets to Templafy for use in presentations, one-pagers, and email materials. After documents are created, the final outputs can be returned to File 360 for secure distribution to regional teams or external agencies.

Business value: Ensures employees and partners use approved assets while keeping sensitive materials under enterprise governance.