Templafy - OpenText Information Archive Integration and Automation

Common Integration Use Cases Between Templafy and OpenText InfoArchive

1. Archive finalized customer-facing documents for regulatory retention

Data flow: Templafy ? OpenText InfoArchive

When employees generate contracts, proposals, statements, or client letters in Templafy, the final approved version can be automatically archived in OpenText InfoArchive with the correct retention policy, metadata, and legal hold rules. This ensures that the exact document sent to the customer is preserved for audit, dispute resolution, and regulatory review.

Business value: Reduces manual filing effort, improves evidentiary integrity, and supports consistent retention across business units.

2. Preserve approved template versions and brand-controlled content

Data flow: Templafy ? OpenText InfoArchive

Organizations can archive historical versions of templates, disclaimers, approved text blocks, and branded assets used in Templafy. This creates a defensible record of what content was approved and in use at a specific point in time, which is especially useful for regulated industries and internal governance teams.

Business value: Supports compliance audits, reduces risk from outdated content, and provides traceability for brand and legal approvals.

3. Retain generated documents from decommissioned legacy systems

Data flow: Legacy source systems ? OpenText InfoArchive, with Templafy used for new document creation

As legacy CRM, ERP, or case management systems are retired, their historical documents can be moved into OpenText InfoArchive for long-term retention. Templafy then becomes the controlled document generation layer for new business processes, ensuring employees continue to create compliant documents while historical records remain accessible in the archive.

Business value: Lowers infrastructure and support costs, enables system retirement, and preserves access to historical records without keeping obsolete applications online.

4. Link archived records to newly generated correspondence

Data flow: OpenText InfoArchive ? Templafy

Users creating a new letter, notice, or response in Templafy can retrieve archived reference documents from InfoArchive, such as prior agreements, historical correspondence, or previous disclosures. This helps teams produce accurate follow-up communications using verified historical context.

Business value: Improves response accuracy, shortens turnaround time, and reduces the risk of inconsistent customer communication.

5. Maintain compliance evidence for document creation and distribution

Data flow: Templafy ? OpenText InfoArchive

Templafy usage logs, template selection history, and generated document metadata can be archived in InfoArchive alongside the final output. Compliance, legal, and internal audit teams can then review who created a document, which template was used, and when it was produced or updated.

Business value: Strengthens audit readiness, supports investigations, and provides a complete compliance trail for document governance.

6. Archive customer onboarding packs and policy documents with retention controls

Data flow: Templafy ? OpenText InfoArchive

For onboarding, HR, finance, or insurance workflows, Templafy can generate standardized packs such as welcome letters, policy acknowledgements, disclosures, and forms. Once completed, these documents can be automatically stored in InfoArchive with retention schedules aligned to legal and business requirements.

Business value: Ensures consistent document handling across departments, reduces manual archiving, and improves retention policy enforcement.

7. Support legal hold and eDiscovery for generated business documents

Data flow: Templafy ? OpenText InfoArchive

Documents created in Templafy that become relevant to litigation, investigations, or regulatory inquiries can be transferred into InfoArchive, where legal hold and search capabilities are applied. This allows legal teams to preserve specific generated documents and related metadata without disrupting normal business operations.

Business value: Reduces legal risk, improves responsiveness to discovery requests, and ensures defensible preservation of business records.

8. Centralize retention of standardized communications across business units

Data flow: Templafy ? OpenText InfoArchive

Large enterprises often produce high volumes of standardized communications such as customer notices, policy updates, board materials, and sales documents. Templafy ensures these are created from approved templates, while InfoArchive stores the final versions centrally with consistent retention and disposition rules across regions and departments.

Business value: Improves governance at scale, reduces duplication of storage processes, and creates a single retention framework for enterprise documents.