OpenText Active Documents Trading Grid - Preservica Integration and Automation

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

OpenText Active Documents Trading Grid is designed for secure, auditable B2B document exchange with trading partners, while Preservica is built for long-term digital preservation, records management, and compliant retention of business content. Together, they can support both operational document exchange and downstream archival governance.

1. Archive inbound and outbound trading documents for long-term compliance

Flow: OpenText Active Documents Trading Grid to Preservica

Automatically transfer completed purchase orders, invoices, shipping notices, and acknowledgements from the trading grid into Preservica for immutable retention and legal hold support. This gives procurement, finance, and compliance teams a trusted archive of partner transactions beyond the operational lifecycle of the exchange platform.

• Reduces risk of losing transaction history after operational systems purge data
• Supports audit requests with preserved originals and metadata
• Improves retention policy enforcement across document types

2. Preserve proof of delivery and shipment documentation for dispute resolution

Flow: OpenText Active Documents Trading Grid to Preservica

Store shipping notices, delivery confirmations, signed receipts, and exception documents in Preservica after they are exchanged through the trading grid. Logistics and customer service teams can later retrieve preserved records to resolve disputes about delivery timing, quantities, or condition of goods.

• Creates a defensible record of shipment events
• Speeds up claims handling and partner dispute resolution
• Supports regulatory and contractual evidence requirements

3. Retain supplier onboarding and trading partner agreement records

Flow: OpenText Active Documents Trading Grid to Preservica

When supplier agreements, trading partner profiles, compliance certificates, and onboarding approvals are exchanged through OpenText Active Documents Trading Grid, archive them in Preservica as the authoritative record. Procurement and legal teams can maintain a complete history of partner setup, renewals, and policy acknowledgements.

• Improves governance over supplier lifecycle documentation
• Provides a single retention repository for contract-related records
• Supports audits of onboarding controls and approvals

4. Preserve invoice and order transaction evidence for finance controls

Flow: OpenText Active Documents Trading Grid to Preservica

Move invoice submissions, purchase order confirmations, credit notes, and remittance-related documents into Preservica after processing in the trading grid. Finance teams can use the preserved record set to support month-end close, tax audits, payment disputes, and SOX-style control evidence.

• Maintains a complete transaction trail across AP and AR processes
• Reduces manual retrieval of historical documents
• Strengthens financial control and audit readiness

5. Archive compliance certificates and regulatory attestations exchanged with partners

Flow: OpenText Active Documents Trading Grid to Preservica

Certificates of origin, quality attestations, safety declarations, insurance documents, and other compliance artifacts exchanged with trading partners can be preserved in Preservica for long-term access. Quality, compliance, and risk teams can demonstrate that required documentation was received, reviewed, and retained according to policy.

• Supports industry and regulatory compliance requirements
• Provides evidence of due diligence across partner interactions
• Helps standardize retention of controlled documents

6. Provide preserved historical documents back to operational teams on demand

Flow: Preservica to OpenText Active Documents Trading Grid

When operations, customer service, or supply chain teams need historical documents from prior trading cycles, Preservica can supply preserved copies or references back into OpenText Active Documents Trading Grid workflows. This is useful for reprocessing, exception handling, or responding to partner inquiries without searching multiple archives.

• Improves access to legacy transaction records
• Reduces time spent locating archived partner documents
• Supports continuity when operational systems are upgraded or replaced

7. Support legal hold and eDiscovery for partner document exchanges

Flow: Bi-directional, primarily OpenText Active Documents Trading Grid to Preservica

Documents exchanged through OpenText Active Documents Trading Grid can be preserved in Preservica under legal hold when litigation, investigations, or regulatory reviews arise. Legal teams can freeze relevant invoices, orders, acknowledgements, and correspondence while operations continue in the trading platform.

• Ensures relevant records are retained without disruption to business processes
• Improves defensibility of legal and regulatory response workflows
• Centralizes preservation controls for sensitive business records

8. Migrate legacy trading documents into a compliant preservation repository

Flow: OpenText Active Documents Trading Grid to Preservica

Organizations modernizing their B2B exchange environment can migrate historical trading documents, audit logs, and partner transaction records from OpenText Active Documents Trading Grid into Preservica. This creates a clean separation between active collaboration and long-term preservation while reducing storage and operational overhead in the exchange platform.

• Supports platform modernization and data lifecycle management
• Reduces retention burden on the transactional system
• Preserves historical business records in a format designed for long-term access