OpenText File 360 - OpenText eDOCS Integration and Automation

Common Integration Use Cases Between OpenText File 360 and OpenText eDOCS

1. Secure external sharing of matter documents from eDOCS

Data flow: OpenText eDOCS → OpenText File 360

Legal teams can publish selected matter documents from OpenText eDOCS to OpenText File 360 for secure sharing with outside counsel, clients, experts, or regulators. eDOCS remains the system of record, while File 360 provides controlled external access with expiration dates, download restrictions, and audit trails.

• Reduces reliance on email attachments and consumer file-sharing tools
• Supports secure collaboration on sensitive legal content
• Maintains governance in eDOCS while enabling controlled external access

2. Client or opposing counsel collaboration on deal and litigation files

Data flow: Bi-directional

Legal departments and law firms can use File 360 as a collaboration layer for exchanging drafts, redlines, exhibits, and supporting evidence with external parties. Final approved versions are then synchronized back into eDOCS for matter-based retention and version control.

• Improves turnaround time on document review cycles
• Creates a clear boundary between internal records management and external collaboration
• Ensures final documents are captured in the matter file

3. Controlled intake of externally received documents into eDOCS

Data flow: OpenText File 360 → OpenText eDOCS

Documents received from clients, vendors, courts, or counterparties through File 360 can be automatically routed into the correct matter in eDOCS. Metadata such as matter number, sender, document type, and confidentiality level can be applied during ingestion.

• Eliminates manual downloading and re-filing
• Improves classification accuracy and matter organization
• Supports compliance by preserving audit history from receipt to filing

4. Secure distribution of approved legal templates and precedents

Data flow: OpenText eDOCS → OpenText File 360

Legal operations teams can store approved templates, playbooks, and precedent documents in eDOCS and distribute them through File 360 to internal business users or regional legal teams. File 360 provides a secure access point for users who do not need full eDOCS access.

• Reduces version confusion across distributed teams
• Supports consistent use of approved legal content
• Minimizes licensing and access overhead for occasional users

5. Matter team workspace for internal and external stakeholders

Data flow: Bi-directional

For active matters, eDOCS can manage the authoritative document set while File 360 serves as the shared workspace for day-to-day collaboration. Internal legal staff, paralegals, and external advisors can exchange working documents in File 360, with key milestones and final outputs archived in eDOCS.

• Separates working content from official records
• Supports faster collaboration across organizations
• Improves governance over what is retained in the matter file

6. Audit-ready evidence collection for investigations and eDiscovery support

Data flow: OpenText File 360 → OpenText eDOCS

During internal investigations, compliance reviews, or litigation holds, evidence collected from external parties can be uploaded to File 360 and then transferred into eDOCS for matter-centric preservation. This creates a controlled chain of custody and a centralized repository for legal review.

• Strengthens defensibility of evidence handling
• Supports legal hold and review workflows
• Provides a single matter-based record for investigation files

7. Departmental access for non-legal users without exposing the full DMS

Data flow: OpenText eDOCS → OpenText File 360

Corporate legal teams can expose selected documents from eDOCS to business stakeholders through File 360, such as HR, procurement, finance, or sales teams. This allows controlled access to contracts, policies, and legal guidance without granting users direct access to the full document management environment.

• Improves self-service access for business users
• Reduces dependency on legal staff for routine document retrieval
• Preserves security boundaries around sensitive matter content

8. Version-controlled review and approval of final legal deliverables

Data flow: Bi-directional

Draft legal deliverables can be circulated in File 360 for review and comment, then the approved final version is stored in eDOCS with full version history and matter metadata. This is useful for contracts, board materials, settlement agreements, and policy documents.

• Supports structured review cycles across multiple stakeholders
• Ensures only approved versions are retained as official records
• Improves traceability from draft to final approval