Threekit - OpenText eDOCS Integration and Automation

Common Integration Use Cases Between Threekit and OpenText eDOCS

1. Matter-Specific Product Visualization for Legal Procurement and Client Approvals

Data flow: Threekit ? OpenText eDOCS

Legal and corporate legal teams often need to approve branded or customized physical items such as office furniture, signage, conference room equipment, or client gift packages. Threekit can generate the final approved 3D configuration, rendered images, and AR snapshots for a selected product, then automatically store those visual records in the relevant matter folder in OpenText eDOCS. This gives legal teams a controlled, auditable record of what was approved, reducing disputes and ensuring the approved configuration is preserved alongside contracts, purchase approvals, and correspondence.

2. Contract and Specification Package Assembly for Custom Product Orders

Data flow: Bi-directional

When a legal department supports procurement or commercial contracting for customizable products, Threekit can provide the exact product configuration, options, and visual proof of the selected build. OpenText eDOCS can then combine that output with contract templates, redlines, and supporting legal documents into a matter-centric package. In return, OpenText eDOCS can send approved contract status or executed agreement references back to Threekit so the final configuration is locked and aligned with the signed terms. This reduces errors between what was sold, what was approved, and what is documented legally.

3. Retention of Visual Evidence for Product Liability and Dispute Management

Data flow: Threekit ? OpenText eDOCS

For organizations that sell configurable products, legal teams may need to preserve evidence of the exact product shown to a customer at the time of purchase. Threekit can export the rendered configuration, selected components, pricing snapshot, and customer-facing visual assets into OpenText eDOCS as part of a matter record. This is especially valuable for warranty claims, misrepresentation disputes, or product liability cases, where legal teams need to demonstrate what was presented and approved at the point of sale.

4. Controlled Review of Marketing and Sales Visual Assets by Legal

Data flow: Threekit ? OpenText eDOCS ? Threekit

Legal teams frequently review customer-facing visuals for compliance, trademark usage, and contractual restrictions. Threekit can publish new product renders, AR scenes, or configuration images into OpenText eDOCS for legal review and version control. After review, OpenText eDOCS can return approval status, comments, or required edits to Threekit so only approved assets are used on the website or in sales enablement materials. This creates a clear approval workflow and reduces the risk of using outdated or noncompliant visuals.

5. Centralized Management of Customization Terms and Visual Configuration Records

Data flow: Bi-directional

For configurable products sold under negotiated terms, OpenText eDOCS can store the governing legal documents, special terms, and matter notes, while Threekit stores the visual configuration and product option selections. Integration can link the two records so legal and commercial teams can quickly retrieve the exact configuration associated with a specific agreement. This is useful for enterprise sales, where custom options, exceptions, or customer-specific commitments must be traceable across both the legal file and the product experience.

6. Audit-Ready Archiving of Customer-Specific Visual Deliverables

Data flow: Threekit ? OpenText eDOCS

When sales teams create customer-specific visual proposals using Threekit, those deliverables can be automatically archived in OpenText eDOCS with metadata such as customer name, matter number, product SKU, and approval date. Legal departments benefit from a complete archive of the visual materials shared externally, which supports audit readiness, internal investigations, and regulatory response. This is particularly valuable in industries where customer-facing product representations must be retained for compliance or contractual reasons.

7. Legal Hold and Preservation of Product Configuration Records

Data flow: OpenText eDOCS ? Threekit

When a legal hold is issued, OpenText eDOCS can flag relevant matters and trigger preservation of associated Threekit configuration records, rendered images, and approval artifacts. This ensures that visual evidence tied to a dispute, claim, or investigation is not altered or deleted. The integration helps legal teams maintain defensible retention practices while protecting the integrity of product configuration history and customer-facing assets.

8. Matter-Based Collaboration Between Legal, Sales, and Operations

Data flow: Bi-directional

In organizations where legal, sales, and operations collaborate on customized product deals, Threekit can provide the visual configuration data while OpenText eDOCS serves as the legal system of record for the matter. Sales can initiate a configuration in Threekit, legal can review supporting documents in eDOCS, and operations can access the approved final configuration for fulfillment. Linking both systems streamlines cross-functional handoffs, reduces manual re-entry, and ensures everyone works from the same approved version of the product and the associated legal documentation.