OpenText Cloud Fax - Marq Integration and Automation

Common Integration Use Cases Between OpenText Cloud Fax and Marq

OpenText Cloud Fax provides secure, compliant fax delivery and receipt for regulated document workflows, while Marq helps teams create and manage branded documents, templates, and content-driven materials. Together, they can support controlled document generation and compliant distribution across business units that still rely on fax for legal, clinical, or government processes.

1. Generate branded forms in Marq and send them via OpenText Cloud Fax

Data flow: Marq - OpenText Cloud Fax

Teams can use Marq to create standardized, branded forms such as referral packets, consent forms, intake documents, or government notices. Once a document is finalized, the integration sends it directly through OpenText Cloud Fax to recipients who require fax delivery.

• Reduces manual downloading, printing, and faxing
• Ensures consistent branding and approved document versions
• Supports high-volume outbound communication in regulated workflows

2. Route faxed documents into Marq for template-based document assembly

Data flow: OpenText Cloud Fax - Marq

Inbound faxes such as signed forms, supporting documents, or customer-submitted paperwork can be captured by OpenText Cloud Fax and routed into Marq workflows for document assembly, review, or reuse in standardized templates.

• Speeds up processing of received paperwork
• Helps teams convert incoming fax content into reusable business documents
• Improves consistency in downstream document creation

3. Create and fax personalized customer or patient communications at scale

Data flow: Bi-directional

Marq can generate personalized documents using customer, patient, or case data from business systems, then OpenText Cloud Fax can deliver those documents to the intended recipient. This is useful for appointment notices, case updates, claims correspondence, or legal notifications.

• Automates personalized document production and delivery
• Reduces turnaround time for time-sensitive communications
• Supports compliance where fax is still the required channel

4. Distribute approved policy or compliance documents through fax

Data flow: Marq - OpenText Cloud Fax

Compliance, HR, or legal teams can maintain approved document templates in Marq and use OpenText Cloud Fax to distribute finalized versions to external stakeholders, field offices, or partners who require faxed copies.

• Ensures only approved content is sent externally
• Supports audit-friendly document distribution
• Useful for policy acknowledgements, notices, and regulated disclosures

5. Capture signed fax responses and feed them back into document workflows

Data flow: OpenText Cloud Fax - Marq

When recipients return signed forms by fax, OpenText Cloud Fax can ingest the response and pass it into Marq-based workflows for document completion, recordkeeping, or follow-up communications.

• Improves response handling for paper-based or fax-dependent partners
• Creates a more complete document lifecycle
• Reduces delays caused by manual scanning and routing

6. Support field operations with templated documents and fax-based submission

Data flow: Marq - OpenText Cloud Fax

Field teams can use Marq to generate standardized documents such as inspection forms, service reports, or site visit summaries. These can then be faxed through OpenText Cloud Fax to headquarters, regulators, or external organizations that still accept fax submissions.

• Improves consistency across distributed teams
• Enables fast submission from remote or mobile environments
• Supports industries with strict documentation requirements

7. Centralize document governance for fax-ready content

Data flow: Bi-directional

Marq can serve as the controlled source for approved fax-ready templates, while OpenText Cloud Fax handles secure transmission and receipt. This combination helps organizations manage version control, reduce unauthorized document changes, and maintain a clear record of what was sent.

• Strengthens governance over externally shared documents
• Reduces risk of outdated or incorrect faxed content
• Supports enterprise audit and compliance requirements