OpenText Active Documents Trading Grid - Marq Integration and Automation

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

OpenText Active Documents Trading Grid is well suited for secure B2B document exchange, compliance, and transaction automation across trading partners. Marq is typically used to create and manage branded business documents and templates, making it valuable for producing consistent, professional content for external and internal audiences. Together, they can support a workflow where documents are created in Marq, then distributed, tracked, and exchanged securely through OpenText Active Documents Trading Grid.

• Branded purchase order and invoice generation with secure partner delivery
  Flow: Marq - OpenText Active Documents Trading Grid
  Procurement and finance teams can use Marq to create standardized, branded purchase orders, invoices, and remittance documents. Once approved, the documents are automatically routed through OpenText Active Documents Trading Grid to suppliers or customers for secure delivery, acknowledgment, and audit tracking. This reduces manual formatting work and improves document consistency across trading partners.
• Customer-facing shipping notice and delivery document publishing
  Flow: Marq - OpenText Active Documents Trading Grid
  Logistics teams can generate shipping notices, delivery summaries, and packing-related documents in Marq using approved templates. OpenText Active Documents Trading Grid then distributes these documents to carriers, distributors, or retail partners with reliable delivery confirmation. This helps reduce shipment disputes and improves visibility into outbound fulfillment.
• Contract and compliance document distribution to trading partners
  Flow: Marq - OpenText Active Documents Trading Grid
  Legal, compliance, and supplier management teams can prepare partner-facing policy documents, compliance acknowledgments, or trading terms in Marq. OpenText Active Documents Trading Grid can then securely send these documents to external partners, capture receipt, and maintain an audit trail. This supports regulated industries that need proof of delivery and acceptance.
• Order confirmation and exception notice workflow
  Flow: OpenText Active Documents Trading Grid - Marq - OpenText Active Documents Trading Grid
  When an order exception, change request, or fulfillment issue is detected in OpenText Active Documents Trading Grid, the event can trigger a document template in Marq to generate a customer- or supplier-facing notice. The completed notice is then sent back through OpenText Active Documents Trading Grid for secure distribution. This creates a controlled process for communicating delays, substitutions, or revised order terms.
• Supplier onboarding packet creation and distribution
  Flow: Marq - OpenText Active Documents Trading Grid
  Procurement teams can use Marq to assemble supplier onboarding packets, including welcome letters, process guides, and required forms. OpenText Active Documents Trading Grid can distribute the packet to new suppliers and track completion of acknowledgments or required document returns. This shortens onboarding cycles and improves compliance with supplier setup requirements.
• Retail promotion and trading partner communication packs
  Flow: Marq - OpenText Active Documents Trading Grid
  Retail operations and category management teams can create promotional calendars, product launch notices, and partner communication packs in Marq. OpenText Active Documents Trading Grid can then deliver these materials to wholesalers, distributors, or franchise partners in a secure and traceable way. This ensures all partners receive the same approved content on time.
• Audit-ready document archive for externally distributed business documents
  Flow: Marq - OpenText Active Documents Trading Grid
  Documents created in Marq and sent through OpenText Active Documents Trading Grid can be automatically archived with metadata such as recipient, timestamp, delivery status, and version. Finance, compliance, and operations teams gain a complete record of what was sent, when it was sent, and who received it. This is especially valuable for audits, dispute resolution, and regulatory reporting.

These integrations are most valuable when Marq is used as the document creation and branding layer, while OpenText Active Documents Trading Grid serves as the secure exchange and transaction control layer.