OneDrive - OpenText Core Capture Services Integration and Automation

Common Integration Use Cases Between OneDrive and OpenText Core Capture Services

1. Digital Mailroom Intake to OneDrive for Team Processing

Flow: OpenText Core Capture Services – OneDrive

Incoming paper mail, scanned correspondence, and emailed attachments are captured and classified in OpenText Core Capture Services, then routed into structured OneDrive folders by department, case, or business unit. This gives teams a centralized, cloud-accessible workspace for reviewing documents, collaborating on responses, and tracking follow-up actions.

• Reduces manual sorting of inbound mail
• Improves visibility for shared service teams and remote staff
• Supports faster response times for customer and internal correspondence

2. Invoice Capture and Exception Review Workspace

Flow: OpenText Core Capture Services – OneDrive

Invoices are captured, indexed, and extracted in OpenText Core Capture Services, then the invoice image and extracted metadata are stored in OneDrive for AP analysts and approvers to review. OneDrive can serve as a controlled collaboration layer for exception handling, backup documentation, and audit support before the invoice is sent to ERP or approval workflows.

• Speeds up invoice validation and exception resolution
• Creates a shared review space for AP, procurement, and finance
• Improves audit readiness with accessible supporting documents

3. Customer Onboarding Document Collection and Classification

Flow: OneDrive – OpenText Core Capture Services

Sales or onboarding teams collect customer-submitted files in OneDrive, such as signed forms, IDs, tax documents, and proof of address. OpenText Core Capture Services then ingests those files, classifies them by document type, and extracts key data for onboarding workflows and downstream systems.

• Standardizes intake of customer-provided documents
• Reduces manual data entry during onboarding
• Supports faster handoff to compliance, operations, and CRM teams

4. Secure Document Staging for Approval and Exception Handling

Flow: OpenText Core Capture Services – OneDrive

Documents that require human review, such as unclear invoices, incomplete forms, or ambiguous correspondence, can be staged in OneDrive after capture. Reviewers update, annotate, or add missing files in OneDrive, and the revised package is sent back to OpenText Core Capture Services for reclassification or final extraction.

• Enables controlled human-in-the-loop processing
• Reduces rework caused by incomplete or low-quality source documents
• Improves throughput for complex or exception-based cases

5. Departmental Document Repository for Captured Records

Flow: OpenText Core Capture Services – OneDrive

After documents are captured and indexed, final copies can be stored in OneDrive departmental folders for business users who need easy access without logging into the capture platform. This is useful for HR, finance, legal, and operations teams that need quick retrieval of processed documents for reference, collaboration, or internal audits.

• Provides a familiar access point for business users
• Supports retention of working copies and reference files
• Improves cross-team access to processed records

6. Shared Evidence Pack Creation for Compliance and Audit

Flow: OpenText Core Capture Services – OneDrive

Captured documents and extracted metadata can be assembled into audit or compliance evidence packs in OneDrive, where stakeholders can review supporting files, add comments, and prepare submissions. This is especially useful for regulated processes such as vendor onboarding, KYC, claims processing, and policy exceptions.

• Centralizes supporting documentation for audits
• Enables collaboration across compliance, legal, and operations
• Improves traceability of source documents and approvals

7. Controlled File Handoff from Business Users to Capture Operations

Flow: OneDrive – OpenText Core Capture Services

Employees can place incoming files into designated OneDrive folders, such as a ?to be processed? intake location for AP, HR, or customer service. OpenText Core Capture Services monitors these folders, captures the files, and routes them into the appropriate classification and extraction workflow.

• Creates a simple intake process for business users
• Eliminates email-based document forwarding and manual uploads
• Supports standardized processing across multiple departments

8. Collaboration Hub for Processed Document Packages

Flow: OpenText Core Capture Services – OneDrive

Once documents are captured and key data is extracted, OneDrive can host the full document package for downstream collaboration between operations, finance, customer service, and management. Teams can co-author notes, share files securely with internal stakeholders, and maintain version history while the structured data continues into workflow or ERP systems.

• Improves cross-functional collaboration on document-driven processes
• Maintains a single working copy with version control
• Supports secure sharing with internal and external participants