Box - OpenText Active Documents Trading Grid Integration and Automation

Common Integration Use Cases Between Box and OpenText Active Documents Trading Grid

Box and OpenText Active Documents Trading Grid complement each other well in environments where internal content collaboration must connect securely to external trading partner document exchange. Box is strong for governed content management, collaboration, retention, and workflow automation, while OpenText Active Documents Trading Grid is designed for reliable B2B document exchange, auditability, and transaction-based partner communication. Together, they can support end-to-end document processes across internal teams and external ecosystems.

1. Purchase Order Distribution from Box to Trading Partners

Flow: Box to OpenText Active Documents Trading Grid

Procurement teams can finalize purchase orders in Box, where internal stakeholders review, approve, and retain the controlled version of the document. Once approved, the PO is automatically routed into OpenText Active Documents Trading Grid for secure delivery to suppliers and trading partners. This reduces manual emailing, ensures version control, and creates a clear audit trail for order issuance.

• Improves PO turnaround time
• Reduces errors from sending outdated documents
• Supports compliance with approval and retention policies

2. Invoice Intake and Internal Review Workflow

Flow: OpenText Active Documents Trading Grid to Box

Supplier invoices received through OpenText Active Documents Trading Grid can be automatically stored in Box for finance review, exception handling, and approval workflows. Box Relay can route invoices to accounts payable, procurement, or business unit approvers based on amount, vendor, or cost center. This creates a controlled internal review process while preserving the original partner-submitted document.

• Centralizes invoice exceptions and approvals
• Speeds up payment processing
• Maintains a secure archive of submitted invoices

3. Shipping Notice and Delivery Document Collaboration

Flow: Bi-directional

Logistics teams can use Box to collaborate internally on shipping notices, packing lists, and delivery exceptions, then publish the approved documents to OpenText Active Documents Trading Grid for distribution to carriers, distributors, or retail partners. In the reverse direction, delivery confirmations or partner acknowledgments received through OpenText can be stored in Box for internal visibility and dispute resolution.

• Improves coordination between logistics, operations, and customer service
• Creates a single source of truth for shipment-related documents
• Supports faster resolution of delivery disputes

4. Contract and Trading Partner Document Repository with Controlled External Exchange

Flow: Box to OpenText Active Documents Trading Grid

Legal and supply chain teams can maintain master trading partner agreements, onboarding packets, and compliance documents in Box, where access controls and retention policies are tightly managed. Selected documents can then be shared externally through OpenText Active Documents Trading Grid with suppliers, distributors, or logistics providers. This ensures sensitive content stays governed internally while still enabling secure partner collaboration.

• Protects sensitive contract content
• Standardizes partner onboarding documentation
• Reduces reliance on unsecured email attachments

5. Exception Management for Failed or Rejected Transactions

Flow: OpenText Active Documents Trading Grid to Box

When a purchase order, invoice, or shipping notice is rejected or fails validation in OpenText Active Documents Trading Grid, the exception package can be sent to Box for internal investigation and resolution. Operations, finance, and customer service teams can annotate the document, attach supporting evidence, and collaborate on corrective action before resubmitting the transaction to the partner network.

• Accelerates exception handling
• Improves visibility into transaction failures
• Supports audit-ready issue resolution

6. Compliance Archive for Partner Transactions

Flow: OpenText Active Documents Trading Grid to Box

Organizations in regulated industries can automatically archive inbound and outbound partner documents from OpenText Active Documents Trading Grid into Box for long-term retention, legal hold, and compliance review. This is especially useful for invoices, customs documents, shipping records, and supplier acknowledgments that must be retained for audit or regulatory purposes.

• Supports retention and legal hold requirements
• Provides a searchable compliance archive
• Reduces risk of lost transaction records

7. Partner Onboarding and Certification Workflow

Flow: Box to OpenText Active Documents Trading Grid

Supplier onboarding teams can collect W-9 forms, insurance certificates, banking details, and compliance attestations in Box using secure collaboration and approval workflows. Once validated, the approved onboarding package can be transmitted through OpenText Active Documents Trading Grid to establish the trading relationship and enable ongoing document exchange. This shortens onboarding cycles and ensures only approved partner data is shared externally.

• Streamlines supplier activation
• Improves governance over sensitive onboarding data
• Ensures trading partners receive complete, approved documentation

8. Cross-Functional Order-to-Cash and Procure-to-Pay Visibility

Flow: Bi-directional

Box can serve as the internal collaboration layer for order-to-cash and procure-to-pay processes, while OpenText Active Documents Trading Grid handles the external exchange of transactional documents with customers and suppliers. For example, sales, finance, and operations teams can review order confirmations, invoices, and dispute documents in Box, while OpenText manages the secure transmission of those documents to external parties. This creates a connected workflow across internal teams and trading partners.

• Improves end-to-end process visibility
• Reduces manual handoffs between departments
• Supports faster cycle times across transactional workflows