OpenText™ Capture (Intelligent Capture), which includes machine learning (ML) and artificial intelligence (AI) technologies, provides omnichannel capture of digitized paper documents and native digital documents to extract content and route information efficiently and securely to the right users and systems in the organization.

June 2025: What’s new in OpenText Capture CE 25.2

Complex backgrounds and mobile images

• Expand the actionable data available and improve accuracy with enhanced processing of mobile-captured images and inbound documents that have complex and colorful backgrounds.
• Reduce manual validation and empower continuous machine learning with the additional extracted data.

For more information about OpenText CE 25.2, check out the release notes on OpenText MySupport.

December 2024: What’s new in OpenText Capture CE 24.4

Increase admin efficiency with large language models (LLM)-created profiles 

• Benefit from LLMs without your data being used to train the models, whether you upload a blank or completed sample document  

• Save time and reduce the need for experts by eliminating the need for administrators to manually create the profiles used by continuous machine learning (CML). 

• Automatically identify and label key data fields using Google Vertex AI to configure CML.  
   
  Note: This capability requires a Google Vertex subscription.

Expand extracted data with use-case specific LLM  

• Automatically identify, extract, and process critical information from structured or semi-structured documents using advanced language models like Robustly Optimized BERT Approach (RoBERTa). 

• Extract specific fields and values as defined for targeted use cases, to increase accuracy from documents such as invoices.  

Modernize with new human-in-the-loop web UI 

• Boost productivity of remote and hybrid employees with responsive web-based UI for configuration and validation. 

• Keep your brand in front of users with no-code configuration to customize the header with your 
  company name and logo.  

• Embed capture in line-of-business web apps. 

Advanced Cloud OCR with Microsoft^® Azure Read OCR 

• Expand the document types and fields that can be processed by Advanced Recognition. 

• Extract actionable data from unconstrained handprint, cursive, and low-quality mobile images with new built-in integration with Microsoft^® Azure Read OCR.  

For more information about OpenText Capture CE 24.4, check out the release notes on OpenText My Support. 

January 2024: What’s new in OpenText Intelligent Capture CE 24.1 

Ingest image formats from mobile devices 

• Process mobile images faster with automated conversion of HEIF, HEIC, and 64-bit PNG images into TIFF images 
• Automatically extract data from HEIF, HEIC, and 64-bit PNG images, often received in emails and as documents 

For more information about OpenText Intelligent Capture CE 24.1, check out the release notes on OpenText My Support. 

October 2023: What's new in OpenText Intelligent Capture CE 23.4

Extract accurate checkbox data automatically with continuous machine learning

• Accelerate business processes by leveraging AI for data accuracy from structured forms

Expanded Integration with Microsoft

• Ingest email content from M365 Outlook by directly connecting inbox folders using Microsoft Graph protocol.

Manage secure connections

• Set up a secure SFTP connection with the new option to use SSH keys for export.

For more information about OpenText CE 23.4, check out the release notes on OpenText My Support.

July 2023: What’s new in OpenText Intelligent Capture CE 23.3

Updated audit logs and admin reports

• Support compliance with new exportable detailed audit logs and admin reports that help verify the “who” and “what happened” related to captured information and extracted data.

Arabic support: capture and extraction

• To expand the documents that can be classified and extracted, Arabic is supported, including the creation of text-searchable PDF files and document classification/data extraction.

For more information about OpenText CE 23.3, check out the release notes on OpenText My Support.

April 2023: What’s new in OpenText Intelligent Capture CE 23.2 

Smart document classification using continuous ML and NLP 

• Increase document separation and classification accuracy with two new continuous machine learning models for document separation and NLP-based document classification. 

Postal address recognition using continuous ML 

• Process documents faster with new continuous machine learning for postal addresses that automatically selects the correct address when multiple addresses are in a document. 

View fuzzy search alternatives in the human-in-the-loop UI 

• Reduce the need to consult other applications when matching against a database that includes multiple entries that are nearly identical. The new Enable Alternatives setting for the SnapMatch capability will show not only the best match, but also the next best matches for user consideration.  

For more information about OpenText Intelligent Capture CE 23.1, check out the release notes on OpenText My Support. 

February 2023: What’s new in OpenText Intelligent Capture CE 23.1

Natural language processing for unstructured content   

• Built-in integration with Magellan Text Mining automatically extracts named entities, such as people, organizations and locations, and creates content summaries with less time spent on data entry and IT customization. 

Expanded Integration with Extended ECM and Documentum 

• New workspaces can be created in OpenText™ Extended ECM when documents are exported from Intelligent Capture.  
• OpenText™ Documentum™ D2 native workflows can be set up directly through the Intelligent Capture REST-based exporter  

For more information about OpenText Intelligent Capture CE 23.1, check out the release notes on OpenText My Support. 

October 2022: What’s new in OpenText Intelligent Capture CE 22.4  

Enhancements to Advanced Cloud OCR integration 

Organizations that use the product’s Advanced Cloud OCR capability can improve OCR accuracy and regional data privacy compliance by specifying the content’s language and the required region for data residency.  

Information extraction for intelligent automation 

Business users will save time with the new capability that uses machine learning to automatically extract postal addresses. This update supports many EU and North American country formats.  

Integration to Documentum with REST Services 

Organizations with the OpenText™ Documentum™ D2 UI or Documentum xCP can securely export captured content from Intelligent Capture to Documentum through a new REST-based exporter. Integration with REST services is key for modern data centers and cloud implementations of Documentum.    

For more information about OpenText Intelligent Capture CE 22.4, check out the release notes on OpenText My Support. 

November: 2021: What's new in OpenText Intelligent Capture CE 21.4

OpenText Intelligent Capture (formerly Captiva) Cloud Edition (CE) 21.4 highlights OpenText's commitment to build more machine learning, native cloud and advanced automation capabilities into a market-leading capture platform. As capture is the starting point of ECM and ERP solutions, being able to automatically ingest incoming documents and data provides organizations with an immediate and demonstrable return on their investment. The CE 21.4 release includes three powerful new capabilities:  

Information Extraction Engine (IEE) machine learning 

OpenText Intelligent Capture now includes OpenText™ Information Extraction Engine (IEE), a proven third-generation machine learning engine, which drastically reduces set-up time. It has the ability to recognize and learn new incoming document types and auto-classify and extract data from these documents (as well as variations of those documents,) significantly reducing the need for manual set-up and sorting.  

Although Intelligent Capture has utilized machine learning, such as Production Auto-learning (PAL) for nearly a decade, the addition of IEE has many partners and end users delighted. They anticipate major cost savings by being able to automatically recognize and learn new document types without the need to manually identify new documents and variations via scripting or configuration.  Improved recognition results begin immediately and IEE never stops learning and improving! 

Containerization for the REST subsystem   

In addition, Docker container support for Real-Time/ REST subsystem and Web Client has been added to simplify software deployments, scaling and upgrades.  Intelligent Capture 21.4 also includes Advanced Cloud OCR (separately licensed) that provides excellent results on handwritten and cursive text, documents with challenging backgrounds and documents captured on cell phones.   

New integrations for Advanced Cloud OCR and OpenText™ Magellan 

OpenText™ Magellan™ Text Mining sentiment analysis (also separately licensed) is now seamlessly integrated into IEE and uses Natural Language Processing (NLP) and can provide document-level insights: positive, negative, or neutral.

June 2020: What’s new in OpenText Intelligent Capture Cloud Edition (CE) 20.2

OpenText™ Intelligent Capture (formerly Captiva) Cloud Edition (CE) 20.2 continues to deliver innovation in automating manual processes, enhanced user interfaces (UIs) for increased user productivity and integration directly with OpenText™ Extended ECM.

The Intelligent Capture Web Client has been significantly enhanced in CE 20.2 to include powerful new automation capabilities and an updated, ergonomic and intuitive UI for remote users to accomplish more with less manual sorting and fewer keystrokes.

These significant automation and UI updates are made specifically for the Web Client, enabling field and home workers to process more documents with fewer manual steps. These enhancements include Single-Click Entry, Auto-table complete and On-Image Navigation.

July 2019: What’s new in OpenText Intelligent Capture

July 2019: Introducing OpenText Intelligent Capture

The post What’s new in OpenText Capture appeared first on OpenText Blogs.

Customers trust OpenText^™ Documentum^™ Content Management (CM) to help them ensure their high volume, critical business content is secure, organized, preserved and easily accessible while adhering to privacy and security protocols. Documentum users are also extending the value of their content to the cloud, simplifying access for content creation and collaboration, driving productivity improvements with easy-to-understand and personalized user experiences, all while applying Documentum’s robust governance at every stage of the content lifecycle.

June 2025: What's new in OpenText Documentum CE 25.2

The release of OpenText™ Documentum™ Content Management (CM) CE 25.2 is a game-changer, introducing a robust set of features to elevate productivity, strengthen security, and simplify workflows. This update focuses on five critical areas: enhanced user experience, modernization and migration, powerful business application integrations, improved governance, and AI-driven workflow insights. Let’s explore how these updates can transform your content ecosystem. 

A next-gen user experience that boosts efficiency 

CE 25.2 redefines user interaction with a sleek, intuitive interface designed for ease of use. The new rich text editor simplifies content creation, while features like the recycle bin prevent accidental data loss. Workflow visual indicators provide instant clarity on document status, and enhanced viewing capabilities support multiple rendition formats, ensuring seamless access to content. These updates cut down on training time and empower users to work more efficiently, making daily tasks feel effortless. 

Modernization and migration made seamless

Upgrading to CE 25.2 is now a breeze, thanks to smarter migration tools. Search migration efficiencies slash downtime, and optimized HELM charts reduce manual errors during deployment. With certification for Java 21 and Microsoft Azure HSM encryption, the platform ensures secure operations and compliance, especially for regulated industries. These enhancements make transitions smoother, letting organizations modernize without the usual headaches. 

Powerful integrations for enhanced collaboration

Collaboration gets a major boost with CE 25.2’s seamless integrations. The improved Microsoft® 365 Teams integration enables co-authoring of OpenText Documentum CM content directly within Teams, fostering real-time teamwork. Additionally, CMIS API extensions allow effortless connectivity with systems like SAP® S/4HANA, creating a unified content ecosystem. These integrations break down silos, ensuring your teams can work together efficiently across platforms. 

Stronger governance to safeguard your data

Security and compliance remain top priorities in CE 25.2. Integration with Microsoft Purview, introduced last release, now supports sensitivity labels with user-defined permissions, and protected mail search, giving you tighter control over sensitive data. These governance features help organizations meet stringent regulatory requirements while protecting critical information, ensuring peace of mind in an increasingly complex digital landscape. Available only with containerized OpenText Documentum CM deployments.

AI-driven workflow insights for smarter decisions 

The introduction of AI-driven workflow insights sets CE 25.2 apart. With OpenText Content Aviator, users gain access to intelligent summaries and risk flagging at every workflow stage, enabling faster, data-driven decisions. AI-drafted reports further streamline processes by reducing manual effort, allowing teams to focus on high-value tasks. This intelligent automation enhances productivity and positions organizations to stay ahead of the curve. 

Conclusion: A smarter, more efficient content ecosystem

OpenText Documentum Content Management CE 25.2 isn’t just an update—it’s a transformative leap forward. By prioritizing user experience, seamless modernization, robust integrations, stringent governance, and AI-powered insights, this release equips organizations to manage content more effectively, securely, and intelligently. Whether you’re looking to boost collaboration, ensure compliance, or leverage AI for smarter workflows, CE 25.2 delivers the tools you need to thrive in today’s fast-paced digital world. Ready to streamline your content ecosystem? This is the upgrade you’ve been waiting for. 

December 2024: What's new in OpenText Documentum CE 24.4

OpenText Documentum Content Management (CM) CE 24.4 introduces significant enhancements designed to extend the value of your current system by delivering the right functionality to the right users at just the right moment.  The main improvements in this release are listed below:

Delight users with instant access to content using biometric authentication

It does not matter if your users favor an Android or Apple smartphone, they are used to having access instant access using biometrics.  Why should it be any different when they need to access content on-the-go?  Now users can enable login via biometrics using the OpenText Documentum CM Mobile app settings. Biometric authentication provides the following benefits:

• Enhanced security - Biometric authentication uses unique traits (e.g., fingerprints, facial recognition, voice) to enhance security over traditional passwords.
• Convenience - Users no longer need to remember or manage complex passwords, as biometric methods allow quick and effortless access with a simple scan or gesture.
• Personalized experience - Ties access directly to an individual, ensuring a seamless and tailored user experience without the need for additional verification steps.
• Versatility across devices – Support for Apple smartphones and Android smartphones offers a consistent and familiar method across multiple platforms.

Give users an intelligent assistant right at their fingertips

OpenText Content Aviator can now be used to expand the value of your business content and lighten your users’ daily workload in the cloud and off-cloud.  Gone are the days of manually summarizing content, creating detailed bullet lists, tabulating lists, identifying risks or creating draft plans based on content stored in various folders.  The intelligent assistant puts chat-based conversational search right at your employees' fingertips. With the added ability to run OpenText Documentum CM with OpenText Content Aviator off-cloud, organizations can realize the following benefits:

• Data privacy and security - Keeping GenAI operations on-premises/off-cloud ensures sensitive data remains completely within the organization’s control.
• Offline functionality - On-premises AI systems can operate without internet connectivity, ensuring uninterrupted access in environments with unreliable networks, such as remote facilities or during outages.
• Compliance with industry standards - For industries like finance, healthcare, or government, where regulatory requirements mandate data residency or restrict third-party access, on-premises AI ensures adherence to these rules.

Seamless, consistent protection across both Microsoft® and OpenText Documentum CM environments

The new integration with Microsoft Purview Sensitivity Labels provides an extra layer of information governance, compliance, and security while maintaining seamless collaboration. This will help organizations:

• Streamline document classification – Ensure documents stored in the repository are classified based on organizational policies. This can be completed manually by users or automatically based on metadata, content, or predefined rules.
• Safeguard sensitive content – Protect sensitive content even when downloaded or shared outside OpenText Documentum CM.
• Comprehensive document tracking with Microsoft Purview – Provide detailed tracking of how documents are accessed, modified, or shared within and outside OpenText Documentum CM using Microsoft Purview’s audit capabilities.
• Secure collaboration with Microsoft Teams, SharePoint and OneDrive - Enable secure integration with Microsoft Teams, SharePoint, and OneDrive, allowing users to access and collaborate on OpenText Documentum CM-stored files while maintaining security controls.
• Unified security with Purview Sensitivity Labels - Extend Purview Sensitivity Labels to ensure consistent classification and security policies across all repositories using OpenText Documentum CM in a hybrid environment (on-premises + cloud).

Personalized efficiency for effortless content access

The new OpenText Documentum Smart View features help organizations tailor content effortlessly by providing a more personalized user experience, improved workflow efficiency, and streamlined document management. The following are some of the new features in this release: 

 Various menu improvements (Versions, Renditions, Location, Workflow, and Relations)

• Enhances user experience with more intuitive navigation.
• Increases efficiency by reducing time spent searching for options.
• Improves accessibility to key document-related actions.

View workflows on a per document basis

• Provides better visibility into document-specific workflows.
• Enables faster decision-making with clear workflow tracking.
• Reduces errors by ensuring the correct workflow is followed.

Improvements to iURLs for direct file viewing

• Provides updates to relationship management when creating or importing documents.
• Aids in updating landing page changes.

Filtering improvements

• Doclist (Show or hide folders) - Allows users to customize their view for a more focused workspace and reduces clutter by hiding unnecessary folders.
• Business filters for tasks on workflow overview widget - Helps users quickly find relevant tasks and enhances productivity by streamlining task management.

Caching improvements

• Cache last folder navigation - Saves time by remembering previous locations and reduces the need for repetitive navigation.

Date improvements

• Users can set their on date formatting (Long, short, etc.)  - Provides flexibility based on user preferences and improves clarity in international teams with different date formats.
• Client can show local time zone while server maintains server time zone  - Prevents confusion from time zone differences and ensures accurate time tracking across global teams.

Manual import of rendition to existing documents

• Streamlines the process of updating documents.
• Reduces errors by maintaining accurate document versions.

Visual indicator when a markup exists in IV

• Enhances visibility of document changes or annotations.
• Improves collaboration by ensuring markups aren’t overlooked.

Multi-binder ability in IV (Concatenation of selected documents in the viewer)

• Enables easier document comparison and review.
• Saves time by allowing multiple documents to be viewed as a single entity.

Enhancing integration and real-time interaction using OpenText Documentum CM SDK’s external widgets

The external widget in Smart View facilitates smooth integration with external clients, providing real-time updates and interactions with independent applications. It stays visible on-screen and updates dynamically as users engage with objects. This feature eases the shift from classic to Smart View by supporting the migration of custom dashboards, welcome pages, and app integrations. Using OpenAjaxHub allows customers to repurpose existing integrations for event subscription and publishing, ensuring seamless two-way communication between Smart View and almost any component. This will help organizations:

• Enhanced integration – Works with any JavaScript framework supporting OpenAjaxHub, an open standard.
• Real-time interactivity – Allows Smart View to send and receive events, enabling two-way communication.
• Improved user experience – Keeps widgets accessible and updated without requiring manual refreshes.
• Practical use case – Example implementation with Documentum Reports, where users can trigger client events externally via the “Show Report Templates” button.

Leverage the new OpenText Documentum CM Search off-cloud

The new OpenText Documentum CM Search offers rapid performance tied to compute power, improved search accuracy via a machine-learning engine supporting multiple languages and advanced search types (vector and semantic), a modern web-based admin interface for remote customization, and containerized architecture for cloud scalability, compatible with various file storage integrations like NAS, SAN, CAS, and Cloud-Store/SDS. This will help organizations:

• Improve efficiency and productivity - Lightning-fast, compute-powered search helps employees quickly find documents, cutting search time and boosting productivity.
• Enhance decision-making - Machine-learning engine enhances search relevance with multi-language, vector, and semantic support, aiding accurate, context-driven decisions.
• Save money- Containerized, cloud-optimized architecture cuts costs with scalable integrations (NAS, SAN, CAS, Cloud-Store/SDS), reducing reliance on expensive on-premises hardware.
• Support global accessibility - Supports multiple languages and a web interface, enabling effective search access and collaboration for global teams.

Streamlined business process structures with a fully integrated Microsoft® Teams® owner experience

Gone are the days of relying on IT or Cloud Ops to manipulate complex workflows to meet the changing demands of the organizations, now business power users and administrators can easily:

• Unlock documents
• Cancel checkouts
• Pause a workflow
• Resume a workflow
• Abort a workflow
• Update a workflow supervisor

BOCS: Empowering remote operations with instant, offline access to critical materials

BOCS (Branch Office Caching Services) enables remote offices, such as oil rigs and mines, to instantly access the latest materials like manuals, repair instructions, and safety guides, even without network connectivity. This is achieved through containerization of OpenText Documentum CM Messaging Services (DMS), updates to Smart View and M365 for accessing cached content in BOCS, and providing instructions for BOCS access and off-cloud deployment. A few examples of business benefits are:

• Efficient, scalable deployment across multiple remote locations using Containerization of OpenText Documentum CM Messaging Services (DMS).
• Enables smooth access to cached content and ensures compatibility with existing tools and workflows.
• Reduce setup time and technical challenges for remote deployments by providing clear BOCS access and off-cloud deployment instructions.

Deliver more insightful, actionable data

Through enhanced reporting and dashboards combined with improved usability and customization options, improves usability and provides easy to customize options.  Now available as part of the OpenText Documentum CM X-Plans, the new reporting and dashboards take advantage of the modern capabilities of the Smart View client.  The new administrative toolkit includes templatized reports and dashboards. Reports are powered by templates and configurable Documentum Query Language (DQL) that aid in the creation and delivery of new reports.

August 2024: What's new in OpenText Documentum CE 24.2

The OpenText Documentum CE 24.2 release includes new capabilities designed to help organizations deliver the power of Documentum throughout their organization in a more personalized manner.

Accelerate content discovery through chat-based conversational search

OpenText™ Content Aviator for Documentum is the intelligent assistant everyone wants because it helps users discover content faster with an interactive chat interface.  Users can quickly understand documents with automated analysis, summaries and translations.  This boosts productivity, efficiency and satisfaction by providing instant access to relevant answers to natural language questions.

Improve search results with the next generation of Documentum Search

The new Documentum Search provides:

• Lightning-fast performance that matches with compute power
• Enhanced search relevance through use of a machine-learning analytic engine that supports different languages, vector & semantic search
• A modern web administrator interface that provides effective tools to make it easier to tailor search experiences remotely
• Containerized for cloud-scale by supporting a variety of popular integrations of file-stores like: NAS, SAN, CAS, and Cloud-Store/SDS

Keep your secrets secret with an extra layer of protection

As hackers become increasingly more aggressive and smarter, Documentum is ready to help customers ensure their sensitive data is protected by creating new ways to manage access to secrets. Now, customers can configure Documentum using mapped vault keys.  By updating the vault secrets are removed from encrypted configurations files, making it even harder to access.  To bring further confidence to this solution, Documentum chose to work with the leader in the industry, HashiCorp Vault, to provide this level of security.  This is a win-win for Documentum customers and a lose-lose for bad actors.

Inspire business power users and managers to take control of their work  

Gone are the days of relying on IT or Cloud Ops to manipulate complex workflows to meet the changing demands of the organizations, now business power users and administrators can easily:

• Unlock documents
• Cancel checkouts
• Pause a workflow
• Resume a workflow
• Abort a workflow
• Update a workflow supervisor

Enhance user productivity working with content stored in Documentum from within Microsoft Teams

• Expose Smart View Search and Advanced Search capabilities to users working from Teams
• Supports all Smart View functionality and menu options, including virtual documents and mass update

Reduce administrative tasks to manage the integration via intelligent automation

• New automation framework for detecting changes to Team membership in Microsoft and synchronizing the Team workspace in Documentum
• When new members are added or deleted – the access to the mapped folder in Documentum is updated

Support existing business process structures

• Team Owners may now choose to create a mapped team workspace in Documentum or select an existing folder/workspace
• Allows Team Owners to easily link existing business process pre-configured folder structures in Documentum as the workspace for a Team

Help your new users navigate the mobile app with a self-paced guided tour

Now OpenText Documentum Smart View mobile users can better understand how to use the mobile app by taking a self-paced guided tour with Documentum coachmarks. Coachmarks play an important role in enhancing user engagement, reducing confusion, and improving user retention rates within mobile applications. The new coachmarks present themselves as green dialogues that coach, or teach, a feature to the users with contextual information or instructions. Coachmarks can be used during onboarding when a user first launches the app. They can be used to help current users discover and understand new features designed to make it easier for the user to stay in the mobile app to complete a complex project.

December 2023: What’s new in OpenText Documentum CE 23.4

OpenText is pleased to introduce OpenText Documentum CE 23.4, which we fondly refer to as ‘One Documentum’ because it brings the  power of Documentum into a single solution that helps organizations realize extended value from their Documentum system by:

• Inspiring collaboration and optimizing processes
• Simplifying deployments and upgrades
• Modernizing licensing 
• Providing end-to-end archival for mature content

Inspiring collaboration and optimizing processes

• The new OpenText™ Extended ECM Documentum™ for Microsoft^® 365 solution connects people, content and tools to keep teams engaged and productive
• Customer-facing teams always have access to real-time data and content to make informed decisions and deliver outstanding service to their valued clients
• Rights-based access and pre-defined business rules enable content stakeholders to view, edit and manage the information they need without navigating multiple systems to locate content in potentially restricted systems or areas
• Users can create content and collaborate in Teams, while remaining focused on the processes and goals managed by ERP, CRM and HCM applications

Simplifying deployments and upgrades

• One-click deployment reduces upgrade time and effort
• Simplified certification matrix takes away the guesswork when upgrading
• Custom or standardized private-cloud plans to leverage Documentum as a cloud service
• Deploy Documentum with your own data centers or other hyperscalers
• Documentum™ Smart View (formerly Documentum™ D2 Smart View) users can quickly resize columns, switch between lists, pinned column and grid modes, all leveraging sticky memory to ensure their personal changes persist until the next time they need to make a change
• Leverage the Documentum Smart View SDK to extend and customize Documentum Smart View
• Migrate custom WebTop applications to Documentum Smart View
• Create similar Webtop customizations in Documentum Smart View
• Move the Classic Custom Dialog plugins with no modification or replication needed
• Define and layout extension/override capabilities of the out-of-the-box Documentum Smart View components

Modernizing licensing

• Move away from the years of license pileup with a new, modern licensing structure that consolidates licenses into a single model number
• The new Documentum X-Plans provides discounted upgrade paths with extended functionality

Providing end-to-end archival for mature content

• Empower external users to perform self-service transactions on secure content from anywhere with the new Documentum External Transactions license
• Ensure all parties are always working on the latest version of the document and can make better decisions faster, reducing the cost to the business.

May 2023: What’s new in OpenText Documentum CE 23.2

With the release of OpenText™ Documentum™ CE 23.2, we’ve made improvements across the platform to enhance the user experience, automate workflows, and ensure compliance. Here’s a glance at a few of the new features in 23.2:  

Augment productivity in D2 Smart View  

• Documentum D2 Smart View users can quickly resize columns, switch between lists, pinned column and grid modes, all leveraging sticky memory to ensure their personal changes persist until the next time they need to make a change. 

Customize the UI to empower and delight users 

• Leverage the Documentum D2 Smart View SDK to extend and customize D2 Smart View. 
• Migrate custom WebTop applications to D2 Smart View. 
• Create similar Webtop customizations in D2 Smart View. 
• Move D2 Classic Custom Dialog plugins with no modification or replication needed. 
• Define and layout extension/override capabilities of the out-of-the-box D2 Smart View components. 

 Engage external users at every step of the process 

• Empower external users to perform self-service transactions on secure content from anywhere with the new Documentum External Transactions license 
• Ensure all parties are always working on the latest version of the document and can make better decisions faster, reducing the cost to the business. 

June 2022: What’s new in OpenText Documentum CE 22.2

With the release of OpenText Documentum CE 22.2, we’ve made improvements across the platform to enhance the user experience, automate workflows, and ensure compliance. Here’s an overview of what’s new in CE 22.2:

Enhance user experiences

Modern work calls for new tools and new ways of thinking about Information Management. The new in-place viewing and Docmerge capabilities of OpenText^™ Documentum^™ D2 help enhance modern work by making it easier for users to complete their work from a single location without the need to switch back and forth between content stored in various locations. Now users can:

• Preview, review and compare document properties and content in a single view
• Adjust the viewing area for the size that best suits the current task
• Quickly compare text on a document from one version to another
• Compare drafts of CAD drawings by toggling between a view of each drawing individually, showing drawings side-by-side or overlaying them with or without differences being contrasted

Automate workflows

OpenText Documentum Advanced Workflow is a new workflow designer that allows organizations to bring the power of OpenText^™ Documentum^™ xCP workflows to the applications of choice without the need for UI composition. This allows the users to remain in the applications they use the most while leveraging advanced workflows for content processing.

Enhance compliance with digital signatures

Documentum D2 and D2 Mobile’s holistic integration with OpenText^™ Core Signature ensures compliance by providing an ink-like digital signature as part of any D2 workflow. The signed documents are automatically retrieved back into Documentum where they are stored and logged with the required audit details using pre-configured business rules as required by the governing regulations.

November 2021: What’s new in OpenText Documentum CE 21.4

Update 1: Design and manage workflows

The new web-based Workflow Designer provided with the Documentum Platform can be used for designing and managing D2 workflows. Current Documentum customers can migrate their workflows from Workflow Manager using the migration utility.

Update 2: Access Salesforce information

Documentum’s new integration with Salesforce^® helps accelerate sales cycles by sharing content stored in Documentum directly from the Salesforce user interface. Users avoid miscommunication and improve the customer experience by always leveraging the most current Salesforce information. Organizations can rest assured their content will not be misused, since the content carries with it the enterprise security and compliance standards built into Documentum.

Update 3: Simplify access to lifecycle management

Documentum D2 Smart View users can now apply lifecycle changes to a document in Smart View based on their user privileges. Business rules are consistently and automatically applied to documents as they progress through the various states of the document’s lifecycle.

Update 4: Update en masse

Merger and acquisition activity and drug-status changes for Life Sciences companies are examples of use cases that often require mass updates to be made to documents, folders and virtual documents. To ensure these changes are made consistently and quickly, Documentum D2 updates properties on multiple objects in one action. This includes replacing attributes based on conditions of other fields.

Update 5: Do more when mobile

Documentum D2’s new mobile capabilities include:

• QR code scanning
• Relations management, for creating and viewing relations
• Document lifecycle management
• Viewing and working on checked-out documents via tile landing pages and the hamburger menu of the mobile device
• e-Signature support in key areas such as task processing, lifecycle, versioning, properties and non-credential IDP
• Added security and compliance with e-Sign during task processing, lifecycle management and versioning or editing properties
• Working/supporting files and task notes added directly by clicking on the add button in the app header

Update 6: Easily create an attractive dashboard

Documentum xCP Case Management Framework assists in building Smart Applications. When designing and implementing a mortgage application process, for example, the new tiles and dashboard layout improve interaction and usability, provide better access to data and increase productivity with a modern interface and organized workspace. 

Developers can easily create dashboards with the xCP Tile Layout Widget. Tiles provide interactive links to Data Services or any URL and can also link to common application functionality to create a dashboard menu that enhances the user experience. 

April 2021: What’s new in OpenText Documentum CE 21.2

Update 1: Improve productivity

Authored content with tracked changes is often converted to PDF for submission and approval workflows—but that usually means the record of document modifications is lost. Content Transformation Services now retains comments and tracked changes when Word Documents are converted to PDFs, allowing for complete lossless interaction and change management.

Additionally, Documentum Content Trusted Services can also now burn watermark text into video content for copyright purposes.

Update 2: Enhanced online and offline workflow management

Smart View users can now start workflows and insert their documents into pre-defined business processes. They can find and manage workflows, either their own or workflows started/belonging to others, and then pause, abort or provide an update to the workflow supervisor.

Workflow features extend to the free Documentum D2 Mobile App, where users can continue to work on documents offline, then initiate workflows for approvals and processing once back online.

Update 3: Streamlined Microsoft Teams collaboration

Microsoft Teams users will be delighted with the ability to quickly spin up new Teams through content stored and governed in Documentum. They’ll also have the ability to clean up the Teams space post collaboration by automatically moving all content in the space to Documentum in order to prevent content sprawl.

This new functionality simplifies and streamlines the complete collaboration lifecycle, from creation of a Teams site using content stored and governed in Documentum, through to checking files back into Documentum upon completion of the activity in Teams

November 2020: What’s new in OpenText Documentum CE 20.4

Update 1: Documentum Platform security improvements

Security improvements include mandatory events, to ensure multiple logins and failed login attempts are tracked, especially if they are from different locations. And two-man oversite of audit trails eliminates the risk of accidental or malicious tampering by a super-user.

For customers moving to the cloud, an update calculator is now included with the containerized release to help customers manage the cost and impact of a container update. New certifications include Azure blob storage to help reduce the costs of storing content in Azure.

Update 2: Documentum D2 enhancements

In Documentum D2, we continue to focus on enhancing the Smart View to work more intuitively and across more use cases.

For users, the new in-place viewer provides a seamless way to preview content without having to exit their current working environment.

For Administrators, the D2-Config application can now be used with Google Chrome—a popular feature request from customers.

Documentum D2 Mobile, the free mobile app for Documentum D2 customers, now allows users to scan barcodes for immediate access to the latest information. Workflow tasks can now be accessed from the home screen and can be actioned to speed up workflows.

Update 3: Documentum xCP case management

Documentum xCP CE 20.4 simplifies the development of dynamic, case-management solutions by enhancing the OOTB (Out of the Box) application that stands as the starting point for mapping to specific processes.

The new Case Management Framework assists in building Smart Applications using enhancements in the OOTB starting-point application—including the ability to search custom objects, sort results dynamically, and import task attachments from local file systems. All of which enables faster implementation cycles.

The post What’s new in OpenText Documentum Content Management appeared first on OpenText Blogs.

We're excited to announce the latest update in OpenText eDiscovery CE 25.2, introducing a powerful new tool that transforms how legal teams organize and analyze evidence. Here's what's new:

OpenText eDiscovery Chronology

In modern litigation and investigations, organizing massive volumes of digital evidence chronologically to understand the who, what, where, and when of a matter can be daunting, labor-intensive, expensive, and potentially risky. The new OpenText™ eDiscovery Chronology addresses this challenge head-on. 

This interactive chronological narrative building tool helps legal teams track, organize, and analyze evidence by date—with full control of event metadata and complete audit trail capabilities. With Chronology, legal teams can leverage technology to streamline an otherwise manual task and quickly gain a clearer understanding of the sequence of events that may make or break a case. 

With integrated visual Chronology, legal teams can: 

• Easily identify potential gaps or inconsistencies in evidence earlier, reducing risks and unpleasant surprises 
• Save time by organizing events and facts without having to copy and paste text and link documents in Excel, Word, or third-party software 
• Quickly zero in on specific events or facts at any time, for faster, easier, and more thorough client reporting, early case assessment, and preparation for depositions, hearings, settlement discussions, and trial 

Chronology is a key feature that has been frequently requested by our customers and represents a significant enhancement to our platform's capabilities.

In addition to the new Chronology feature, OpenText continues to release enhancements to our existing capabilities.   

OpenText eDiscovery Aviator Key Document Summary – Now exportable! 

Initially released in April 2024, Aviator Key Document Summary empowers legal teams to create an AI-generated summary of key documents, complete with links to the documents, for improved document review efficiency and rapid insight into the case.  Now with CE 25.2, legal teams can more easily share document summaries with team members and clients with the ability to export Key Document Summaries, complete with working document links. 

Aviator Review – More intuitive than ever 

In our ongoing effort to increase efficiency and automate first-pass review, we have simplified the OpenText eDiscovery Aviator Review process to two simple steps:  

1. Input your review criteria 
2. Identify the designated document set on which you want Aviator Review to run

It is really that easy, and after the Aviator results are returned, legal teams have the option to quickly QC the document set using the “compare with human review toggle” and selecting the coded review field to be used for comparison. 

Expanded bulk redaction capabilities  

Accurate and consistent redaction of privileged, confidential, or sensitive information across all document formats is a critical component for reducing production risks.   Inadvertent production of privileged or sensitive information is a legal team’s worst nightmare.  As the type of data involved in litigation and investigations continues to become more diverse—going far beyond email and Word documents—it's essential that bulk redaction tools keep pace.  That's why we're pleased to expand OpenText eDiscovery bulk redaction to support the chat-specific redaction view.  We have also added support for Social Security Number patterns in the Bulk Redaction wizard for the native Excel viewer, the audio/video viewer (Cloud only), and the HTML chat viewer.  

 Additional new redaction capabilities include: 

• New “change redaction” functionality for the near native Excel viewer, the audio/video viewer (Cloud only), and the HTML chat viewer
• The ability to centrally manage the addition and deletion of redaction reasons from within the Review & Analysis module
• The addition of a dedicated Regular Expressions (RegEx) tester to support users writing their own customized RegEx for bulk redaction
• An improved RegEx pattern search for birthdates

These updates in OpenText eDiscovery CE 25.2 represent our ongoing commitment to providing powerful, user-friendly tools for modern eDiscovery workflows. By introducing new functionality and enhancing existing key features, we're responding to our most frequent customer requests and helping legal teams work more efficiently and effectively than ever before, delivering better outcomes for their clients and organizations. 

The post OpenText™ eDiscovery CE 25.2: Introducing eDiscovery Chronology for enhanced evidence organization appeared first on OpenText Blogs.

May 2025: What's new in DAM 25.2

Digital asset management is having a moment. Industries that traditionally create high volumes of rich media enjoy the productivity advantages of AI-led innovation in usability and automation. At the same time, new use cases for images, video, audio, 3D models, and other rich media formats have emerged in industry verticals such as manufacturing, transportation, and utilities, adding to the need in the market for both specialized and versatile DAM solutions.

OpenText™ Digital Asset Management is a leading Enterprise DAM solution that excels in securely handling multiple use cases and user communities across any organization. One of the pillars of the OpenText DAM team is relentless innovation. Let’s look at the top capabilities unlocked in the latest updates.

Generative AI Search

Helping colleagues find the perfect assets for their project is one of the biggest benefits of digital asset management. A skilled user can craft the ideal search query for any situation with OpenText DAM’s industry-leading Advanced Search. However, Generative AI search using RAG (retrieval augmented generation) is a powerful asset discovery assistant for occasional DAM users, releasing super-users to focus on higher-value tasks.

By leveraging the exceptional power of OpenText™ Knowledge Discovery, OpenText Digital Asset Management 25.2 now offers Aviator Search, including:

• Natural Language Search enables users to find assets using their own words
• Reverse Image Search enables users to find assets using a local or online image
• AI Asset Summary adds natural language descriptive metadata, ideal for SEO and GEO

Unlike most alternatives, OpenText Knowledge Discovery is available as a Private Cloud or on-premises solution, so all your data stays securely under your control in the same location as OpenText Digital Asset Management.

Video and 3D model enhancements

Recent releases have further improved the video and 3D model management capabilities of OpenText Digital Asset Management.

• Use AI auto-tagging to analyze 3D model previews, improving discoverability
• Export video transcripts in VTT format, providing more options for translation and subtitles
• Improved video and audio analysis when using OpenText Knowledge Discovery for AI Media Analysis

Continual improvement

While those are the top highlights, every update keeps OpenText Digital Asset Management at the leading edge of usability and security. Recent versions have included improvements  in accessibility, watermarking, asset linking, project management, API functionality and many other areas. With an exciting roadmap and a powerful vision, OpenText continues to lead the market for Enterprise DAM.

February 2024: Product content integrations, new file formats, AI and more

For a category that has been around for over 30 years, digital asset management (DAM) is surprisingly dynamic. However, it remains challenging to manage the increasing volume and complexity of rich media that organizations and individuals create and consume. Whether it is new formats, like 3D models, new channels, like social short-form video, or new technologies like Generative AI, DAM innovation must keep up the pace.

At OpenText™, we are proud of our track-record of relentless innovation. But we spend so much time looking forward that we are sometimes guilty of not considering the milestones we have achieved. So this is a look at the highlights that were achieved over the last year in digital asset management.

Product content integrations

For many online retailers, DAM and product information management (PIM) have been a power-couple for years. We have integrated OpenText DAM with leaders like SAP, Stibo, Riversand, and Salsify. But as more brands market their products directly, the PIM market has expanded rapidly. That’s why we introduced a PIM Integration Framework to OpenText DAM in 2023, making it easy and fast to integrate with (almost) any PIM.

More file format support

As is typical with emerging content types, the number of file formats for 3D assets continues to grow. In 2023, OpenText added support for GLB/GLTF, WRL/VRML, and 3DS. This is in addition to the existing support for PLY, FBX, STL, DAE and OBJ file formats. Our objective is to eliminate the need for dedicated 3D editing software when it is only necessary to view and rotate the object.

Also in 2023, we introduced support for viewing animated GIFs in the user interface and delivery through Adaptive Media Delivery (AMD). In addition, we won’t disagree with how you pronounce GIF.

Dynamic search experience

Keyword search now dynamically displays thumbnails of top results. This accelerates the discovery of key resources and reduces the friction that decreases user engagement.

Automated workflows

Automation is more than a way to increase productivity, it also drives compliance and consistency. The workflow engine in OpenText DAM was improved to allow easy scheduling and recurrence of automated jobs. New actions were added including watermarking and unpublishing from collections. A sample expiration workflow, developed in collaboration with our customers, is now provided to show how to use the new capabilities.

AI and ML

OpenText completed the acquisition of Micro Focus in February 2023, and that included the powerful and flexible IDOL Media Analysis. We wasted no time in adding support for IDOL into OpenText DAM, adding to the options available to customers looking for world-class AI image and video analysis. Key to some customers, IDOL can be installed as a private service for security-conscious organizations, so training sets and assets needing analysis do not need to be sent outside the organization.

But the big buzz of 2023 was generative AI (GenAI). We partnered with Google Vertex Imagen to add this exciting new capability into the creative request workflow as inspiration images that clarify the requirement. Listening to the needs and concerns of our customers, we added governance options such as automatic tagging, watermarking, and clean-up of images, to avoid accidental or unapproved use of assets created by AI.

A big year

It has been a big year for OpenText DAM innovation, and these were just the highlights. We’ve continued to improve usability, security, and connectivity in ways that deliver success for our customers and help them deliver success to their customers.

2024 is set to be even bigger, so stay tuned for more!

The post What’s new in OpenText Digital Asset Management appeared first on OpenText Blogs.

OpenText™ Process Automation (AppWorks™) is a low-code development platform for building smart, engaging, easy-to-deploy process automation and dynamic case management applications. It empowers everyday users to quickly automate critical business processes while offering deep integrations into leading ECM platforms to harness the power of enterprise content for improved process efficiency.

April 2025: What’s new in OpenText Process Automation CE 25.2

OpenText Process Automation 25.2 introduces updates for improved agility, streamlining both solution development and deployment experiences. 

Elevated experience for solution builders: Developer Aviator, an AI-powered development feature, was initially designed to empower business users to generate apps. Now, it’s enhanced to allow  professional developers  to create artifacts within existing applications. Additionally, all solution builders can use Developer Aviator to generate email templates, streamlining processes and reducing development time. For pro-code development, developers have flexibility to use their preferred Integrated Development Environment (IDE). 

Optimized deployment with DevOps Console: Deploying applications has been a manual, time-consuming process, requiring users to download, re-upload, and deploy packages for each environment. Public cloud customers have relied on cloud ops teams to manage deployments. 

A new feature, DevOps console, is a self-service tool that allows relevant users to deploy no-code applications across environments through policy-driven pipelines. This feature streamlines the deployment experience while maintaining high security standards and boosts operational efficiency. 

Feb 2025: What’s new in OpenText Process Automation CE 25.1

OpenText Process Automation CE 25.1 introduces updates designed to streamline the solution-building experience, making it more efficient and intuitive.

Efficient solution-building experience

Assign multiple actions to a single rule: Solution builders can now add multiple actions to a single rule, allowing up to 20 actions per rule. Users can define a global condition at the rule level and each action can also have a condition. This flexibility enables efficient solution design, allowing a single rule to incorporate complex business logic.

For an intuitive experience, event-based rules are now split into separate front-end and back-end rule types respectively.

Custom message for mandatory form fields: For a seamless user experience, solution builders can add relevant validation or custom messages for mandatory fields in a form.

Enhanced RPA integration in a business process: Easily enhance RPA integration within your business processes with the new out-of-the-box RPA activity. This feature allows workflows to connect with an RPA process, execute tasks, and retrieve data from the RPA process. The RPA activity in a business process uses the RPA service to connect to the configured RPA vendor.

Nov 2024: What’s new in OpenText Process Automation CE 24.4 

OpenText Process Automation CE 24.4 introduces exciting updates that streamline the experience for knowledge workers and solution builders, making process automation smoother and more intuitive. 

OpenText™ AppWorks™ is now OpenText™ Process Automation 

We are simplifying our portfolio and renaming our products to make it easier for you to understand and find our solutions. Starting November 1, we will transition to a more cohesive approach, using descriptive names that clearly highlight our offerings, and the pain points they solve. This change will not only clarify our products but also enhance your experience and make it simpler to explore the solutions that deliver against your business needs.  

Optimized process automation experience 

In-App Notifications: No more checking emails for status updates! Knowledge workers will now receive in-app push notifications for important events like task assignments or new cases. Solution builders can customize which events trigger notifications, ensuring the right alerts reach the right people. 

Case-Insensitive Search: Searching just got easier! Users can now perform case-insensitive searches across all columns, regardless of database settings. This capability ensures accurate, consistent and relevant results without worrying about capitalization. 

Productive solution development experience 

Modern Development Application: This new single-page app, accessible via a standalone URL and separate from the general admin UI, provides a streamlined interface for an efficient solution-building experience. With simplified navigation, easy access to development tools, and bookmarking options, solution builders, including business users, citizen developers, and professional developers, can boost productivity and work more efficiently. 

Empower your administrators with targeted alerts 

System alerts: With this capability, administrators can ensure relevant communication through tailored alerts. Administrators can configure system alerts to notify all users of critical system updates, while application alerts reach only the users of relevant applications. This targeted approach enables administrators to streamline communication, ensuring important updates reach the right audience. 

July 2024: What’s new in OpenText AppWorks Platform CE 24.3

AppWorks CE 24.3 represents a major advancement in process automation application development, thanks to its use of AI to empower business users to quickly design their own process applications. The latest version also includes enhancements including a new integration with AI-powered SaaS cloud content management, and flexible options for solutions builders to further enhance their applications.

Introducing Developer Aviator: An AI-powered feature for expedited app development

Developer Aviator, powered by AI, enables business users to create a variety of basic applications without extensive knowledge of AppWorks or process modeling. These applications can encompass data models, business processes, role-based access control, and content management. Developer Aviator offers three straightforward options for generating applications for process automation:

1. Text instructions: Enter a series of simple text instructions at the prompt
2. Templates: Configure ready-made templates tailored for standard processes
3. Excel file: Import a Microsoft™ Excel™ file of a process previously tracked by spreadsheet, enhancing security and governance

Once Developer Aviator has created the basic application, solution builders can use the low-code tool to further customize the application, incorporating business rules, system integrations, and other attributes to meet specific process requirements.

Developer Aviator accelerates time-to-value by reducing dependency on IT or professional developers for basic app creation, enhancing agility to adapt to changing organizational needs. Users can share projects with professional developers to collaborate and add custom code, scaling the project as necessary.

Administrators can leverage AppWorks’ governance features to manage business users and oversee app generation, preventing the sprawl of applications within the organization.

AppWorks and Core Content integration: An efficient solution for complex workflows

The integration of AppWorks with OpenText™ Core Content offers an efficient and flexible approach to automating complex workflows while easily managing process-centric content. As a SaaS solution, Core Content offers the agility and flexibility to quickly address content needs for new line-of-business, department, and industry use cases with minimal IT involvement. Core Content seamlessly integrates with crucial business tools, including SAP, Salesforce, Google Workspace, and Microsoft, ensuring the easy availability of process information to stakeholders and preventing data proliferation.

Like other OpenText content management platforms, Core Content uses business workspaces to manage documents. These workspaces are created and updated based on events. When an application builder creates a workspace in AppWorks for a process, this seamless integration automatically makes that same workspace available in Core Content. Additionally, when a user uploads a new document to that workspace in Core Content, the corresponding workspace in AppWorks is automatically updated to expose the same document. This synchronization ensures all users have a complete and consistent view of process-related content, no matter which application interface they are using.

Enhancements for an improved development experience

Modern development application: AppWorks CE 24.3 introduces an improved single-page application designed especially for citizen developers to build low-code applications. This application features a user-friendly interface facilitating quicker application development, easier access and navigation, and the ability to bookmark essential development artifacts. This feature is currently available for solution builders using Developer Aviator for app generation.

File Connector: In AppWorks CE 24.3 File Connector has matured from a community connector with limited support to a fully supported AppWorks product feature. File Connector allows process applications to interact with files on a computer, enabling activities such as reading, writing, copying, moving, and deleting files.

Page redirection on task actions: Solution builders can configure rules to redirect a page upon task completion. Page redirection can be configured to go to a previous location, to a specific URL, or to a home page.

April 2024: What’s new in OpenText AppWorks Platform CE 24.2

The AppWorks team is pleased to introduce an array of features for both solution builders and users, to enhance productivity, accelerate time to value, and improve user experience.

Data deletion framework: Using this framework, solution builders can set policies for deleting large volumes of outdated transactional data. Strengthen data governance by scheduling deletions on a daily, weekly, or monthly basis, previewing the impact, and adjusting as needed. Remaining focused on current tasks while historic data is being deleted in the background, ensures a lean, secure, and compliant application, thereby minimizing the risk of data breaches.

Mark a record read/unread: Prioritize tasks by marking records as unread and revisiting them later. Enable this configuration at the design-time for the ability to mark a record read/unread and identify higher priority items in a glance. This feature is enabled by default for the tasks in inbox.

Multi-level sorting: Retrieve desired information quickly from a results list with multi-level sorting. While sorting out data in a list, select multiple columns and then arrange sorted items in a logical order to gather required information.

January 2024: What’s new in OpenText AppWorks Platform CE 24.1

AppWorks now provides a generic AI Connector Service that enables customers to integrate popular AI platforms such as OpenAI or Google Bard within AppWorks business processes. A new ‘AI task’ activity has been added to business process modeling to allow solution builders to use the AI Connector Service to send prompts to configure generative AI models and capture their responses. The prompts can be modified to receive improvised responses.

Add intelligence to processes to:

• Analyze publicly available information to facilitate better decision making – for example in wealth management or vendor onboarding
• Automate case routing based on sentiment analysis of an incoming request – for example to improve handling of citizen service requests
• Provide customers with automated updates on case progression
• Translate content for outbound communications
• Pull current FX rates or other data
• And more…

The enhanced AppWorks Platform CE 24.1 offers flexible task rejection options. Using the Dynamic Workflow Reject Task Action, a user can choose to either simply reject the task and end the workflow or reject the task and assign to a relevant persona.

The default option for the Dynamic Workflow Reject Action is reject the task and assign to the workflow initiator.

Send email updates to as many recipients as relevant for the process with the revised email template where the recipient fields, including To, Cc, Bcc can now accommodate unlimited email addresses.

October 2023: What’s new in OpenText AppWorks CE 23.4

AppWorks excels at helping organizations quickly create applications to automate complex, end-to-end business processes, however there are often repetitive, high-volume human-centric tasks within those processes that are time-consuming and error prone. To address these types of tasks, AppWorks Cloud Edition (CE) 23.4 adds robotic process automation (RPA) capabilities via integration with OpenText™ Operations Orchestration, allowing organizations to further enhance their process automation applications by creating and using software robots that mimic screen-based human actions to perform routine tasks such as logging into various applications, filling out forms, and collecting, manipulating, or merging data from multiple sources including legacy systems.

This release also delivers enhancements to the dynamic workflow feature in AppWorks, including support for pushing notifications for specific tasks, as well as improvements to both the user experience and APIs.

For OpenText™ Contract Center, we’ve enhanced the obligations tracker so that users can more easily track their contractual obligations through to closure, including the addition of task notifications that can eliminate the need for manual reminders and reduce the risk of forgetting about or missing a deadline.

July 2023: What’s new in OpenText AppWorks CE 23.3 

Recent enhancements provide users with the ability to attach user-generated documents or files when sending an email, i.e., invoices or quotes, as well as the ability to attach documents or files from content management systems such as OpenText™ Extended ECM, OpenText™ Documentum™, OpenText™ AppEnhancer, etc., which was previously supported. This new capability ensures that all attachments are archived along with the email, regardless of the attachments’ origin.  

Additionally, the user experience has been further enhanced by enabling users to more easily manage email templates directly from the AppWorks home screen and refine search criteria when working with a global email address book. 

For OpenText™ Contract Center, recent enhancements allow business users to create and save charts and reports in the application without assistance from an application administrator.  

April 2023: What’s new in OpenText AppWorks CE 23.2 

In AppWorks Cloud Edition (CE) 23.2, recent enhancements include integration with OpenText™ Core Signature to provide secure, enterprise-grade, digital signature capabilities for signing quotes, contracts and other documents in a fast, compliant and hassle-free way. This release also includes enhancements for email templates, enabling users to create and modify email templates directly from the AppWorks home screen, as well as enhanced integration with OpenText™ Intelligent Viewing, a cloud-first universal file viewing solution that allows users to view, compare, search, highlight, redact, annotate and publish documents.   

OpenText™ Contract Center now includes support for OpenText™ Documentum™, as well as advanced search capabilities and the ability to customize and configure the user dashboard, including default layouts based on roles. Users can now add, remove, and/or rename tiles, update tiles with a new list, and expand or collapse tiles as desired. 

February 2023: What’s new in OpenText AppWorks CE 23.1 

This release includes enhancements to the ‘Deadline’ and ‘Notification’ building blocks to support the configuration of complex escalation/notification rules on tasks. It also introduces pre-defined list filters which can work alongside end-user defined filters, plus shortcuts that streamline navigation between items. 

This release also features several enhancements to OpenText™ Contract Center, including configurable data-entry forms for each organization and contract type, global contract search, the ability to save and re-use search criteria, and options to preview and export search results and link related workspaces, i.e., vendor, customer, etc. 

October 2022: What’s new in OpenText AppWorks CE 22.4 

Enhancements in AppWorks Cloud Edition (CE) 22.4 include support for Git, GitHub and GitLab, improved audit capabilities, easier navigation from lists, user-enabled dynamic workflows that can reduce the burden on developers, dynamic layouts that use rules to hide information and ensure data privacy, and a low-code EIS Connector that allows consumption of REST APIs without the need to write code. 

August 2022: What’s new in OpenText AppWorks CE 22.3

Recent enhancements give developers more control over UI responsiveness and how users are able to interact with items presented in a grid view. Additionally, the user profile page has been updated to provide an option to select a preferred locale for the user interface, and further enhancements to integration with OpenText™ Documentum™ gives users more control when versioning and renaming documents from AppWorks applications.

June 2022: What’s new in OpenText AppWorks CE 22.2

Recent enhancements include a new interactive report view for lists that allows end users to gain insight into their data, enhanced integrations with OpenText™ Documentum™ and OpenText™ AppEnhancer™ (formerly OpenText™ ApplicationXtender) and a new user profile feature that allows application users to update their profile image and manage up to five email signatures in their user profile, including a default signature.

Enhancements to the contract obligations feature in OpenText™ Contract Center further increase efficiency by allowing users to set timers for contractual commitments and add escalation instructions to provide additional clarity. Also, contract authors now have the option to add custom rules at the clause level of a contract, improving productivity and enhancing the authoring experience. 

February 2021: What’s new in OpenText AppWorks Cloud CE 22.1 

In Cloud Edition (CE) 22.1, new REST APIs for integrating AppWorks’ task management and business workspace with other systems provide a modern approach to integration – one that performs well, is highly scalable, simple, and easy to modify and extend. In addition, improved error handling capabilities make it easier for a caseworker to recognize and correct mistakes and exceptions.  

For OpenText™ Contract Center, a new Obligation Management feature allows contractual obligations to be defined, managed and tracked, increasing staff efficiency and ensuring commitments are visible and appropriately managed. Additional personalization options offer users greater control over email notifications, and an enhanced UI provides more space on the screen, making it easier to find relevant contract details. 

December 2021: What’s new in OpenText AppWorks CE 21.4 

Enhancements include the ability for users to save filters for reuse, a streamlined UI for faster performance and a refreshed layout for case histories with business-friendly messages that provide a holistic view of a case. In OpenText™ Contract Center, CE 21.4 enables business analysts to add attributes on their own. 

Additional AppWorks Case Accelerator enhancements help developers get a head start on building applications, and a new JavaScript API for the AppWorks client simplifies customizations. The API allows your custom code to embed seamlessly into the end-user experience. 

The post What’s new in OpenText Process Automation appeared first on OpenText Blogs.

OpenText™ Content Management (Extended ECM) integrates business content with leading ERP, CRM, HCM applications, seamlessly connecting people with information and accelerating end-to-end business. Check out the latest updates and innovations from the most recent releases.

April 2025: What’s new in OpenText Content Management CE 25.2 

The OpenText™ Content Management CE 25.2 release introduces practical enhancements across user experience, intelligent automation, document control, and integration with enterprise applications. These updates are designed to give administrators more control, improve system performance, and reduce effort in managing content-intensive operations. 

Introducing OpenText Content Management for Guidewire 

OpenText Content Management for Guidewire delivers seamless content integration for cloud deployments of Guidewire PolicyCenter and ClaimCenter and the documentation that drives insurance operations. By embedding content directly into the Guidewire interface, users can intuitively access and manage documents, correspondence, and case-related information without leaving the system they use every day. 

With this solution, insurers gain a single source of truth across business-critical processes—from first notice of loss to final resolution. Claims handlers and underwriters can upload, retrieve, and view documents directly from Guidewire, ensuring every interaction is supported by accurate, current information. 

The CE 25.2 release debuts with: 

• Real-time data sync between Guidewire and OpenText Content Management, keeping policy and claim information aligned across systems 
• Granular roles and permissions to meet regulatory needs, distinguishing access rules between ClaimCenter and PolicyCenter users 
• AI-driven insights from OpenText Content Aviator, enabling intelligent summarization of claims, comparison of policies, and automated correspondence generation 
• End-to-end lifecycle support, from content capture and case creation to resolution and archiving, ensuring consistent governance and audit readiness 

For insurance organizations navigating complex digital transformation and compliance demands, OpenText Content Management for Guidewire simplifies content access, improves collaboration, and enhances the speed and accuracy of every decision. 

Document management and user experience 

Optimized browse view performance 

With the adoption of the V3 REST API, Smart View’s folder navigation is faster and more responsive, eliminating delays when browsing large folder structures. 

Boost user engagement with Pendo integration  

New in CE 25.2, Pendo integration for private cloud customers allows OpenText to track feature usage, gather in-app feedback, and deliver targeted user guides for both new and foundational capabilities. Administrators or business administrations can opt-in when logging into Smart View or can opt-out via a separate settings page.  

Control the experience with smart view admin options 

Administrators can now hide unused system actions, import/export customized home pages, and assign a department to a specific home page—helping teams focus on relevant tasks by streamlining their smart view experience. 

Mobile and notification enhancements 

New mobile app features include inbox view refinements, activity feeds in business workspaces, and user profiles. Notification center settings have also been redesigned for easier configuration. 

Streamlined reservations 

Clicking a reserved document now prompts users to request reservation access directly, making high-demand document workflows more efficient. 

Navigate workflow attachments with less friction 

Users can now traverse multi-level workflow attachments using a new sidebar panel—without leaving the workflow context. This enhancement simplifies the review of complex document packages by keeping related content accessible in a single view. By reducing the need to open multiple windows or lose context, this feature helps teams process workflows more efficiently and with greater accuracy. 

Business workspaces and smart document types 

Enhanced Smart Document Types 

New capabilities allow admins to: 

• Restrict folders to only store generated documents 
• Use smart document types as a data source for custom columns and facets 
• Disable document previews during upload to better support privacy preferences  

These refinements provide more precision in content classification and access control. 

Viewing and transformation 

Smarter document conversion and viewing 

Intelligent Viewing now allows: 

• Viewing renditions directly from the Renditions page 
• Viewing multi-document workspaces with a visual progress alert 
• Exporting files with annotations by default 
• Selecting user groups for viewing rights to simplify gradual rollouts 

Folder-level settings can now cascade to child folders, enabling more precise control of watermarking and conversion policies. 

Document generation 

Self-service font uploads 

Admins can now upload fonts directly in Content Manager—no support tickets required. 

Increased scalability 

Multiple PowerDocs (OTPD) pods now run by default, paving the way for zero-downtime patching and improved performance. 

Information governance and protection 

Expanded physical records tracking 

Users can now view circulation history and bulk process borrow requests from the Circulation tile—making physical record tracking as efficient as digital. 

OpenText Content Management for Microsoft 365 

Archive connected Microsoft Teams without additional components 

With CE 25.2, administrators can now archive Microsoft Teams connected to business workspaces directly from within OpenText Content Management without requiring the integration service add-on. This simplifies deployment and reduces operational overhead by making archiving a native capability. Organizations benefit from more efficient lifecycle management of collaborative spaces, ensuring content remains governed even after team activity ends. 

OpenText Content Management with Content Aviator 

Now available on AWS 

Customers can now choose AWS or GCP for Content Aviator deployment, opening new opportunities for compliance (e.g., FedRAMP) and hybrid environments. 

Topic-aware chunking strategy 

Content Aviator now uses topic-based document segmentation to improve the accuracy of summaries and answers, delivering better AI-driven insights. 

OpenText Content Management with media management  

Edit existing annotations 

Users can now adjust existing annotations by changing shapes, repositioning markers, or updating comments—making it easier to maintain accurate feedback throughout the content lifecycle. 

Add text box annotations directly to video 

A new text box tool enables users to overlay comments directly on video frames. This helps reviewers highlight important moments with clear, on-screen labels, improving communication across teams. 

OpenText Content Management with document control  

Improved document training 

Compliance tracking for controlled documents has expanded. Admins can assign trainees and certifiers, enable users to mark documents as read and understood, and generate compliance reports to support audits. 

System Administration 

Support for zero downtime patching 

OpenText Content Management CE 25.2 introduces support for zero-downtime patching, reducing disruption during system maintenance. This advancement addresses a key operational challenge: applying critical security and application updates without requiring extended outages. 

Traditionally, patching operations could require maintenance windows of up to eight hours—interrupting user access and business processes. With zero-downtime patching, updates can now be applied while systems remain available, minimizing impact on users and preserving service continuity. 

This feature is especially beneficial for cloud operations teams and administrators managing large-scale or always-on environments. By streamlining the patching process, organizations can stay current with updates, improve security posture, and maintain business agility without compromising availability. 

Capture and ingestion improvements  

The Object Importer now supports: 

• S3 storage buckets for data ingestion 

• The distributed agent framework 

• A dedicated scheduled bot 

These enhancements, including improved administration settings and more, improve ingestion performance and flexibility during migrations. 

OpenText™ Content Management CE 25.2 delivers practical, high-impact enhancements that help administrators improve system performance, streamline governance, and enable smarter collaboration across the enterprise. From faster navigation and AI-driven insights to zero-downtime operations and deeper application integrations, this release supports a more agile, secure, and connected content environment. As organizations continue to scale and modernize, CE 25.2 provides the tools needed to simplify complexity, enhance the user experience, and ensure content remains a strategic asset. 

February 2025: What’s New in OpenText Content Management CE 25.1

The latest release of OpenText™ Content Management CE 25.1 introduces significant enhancements across document management, user experience, enterprise application integration, workflow automation, and security. These updates improve performance, usability, and integration capabilities, helping organizations streamline content processes and drive efficiency.

Document management & user experience

Smart View home pages 

Administrators can create and manage multiple customized home pages within Smart View, assigning them to different departments and configuring advanced rules. Home pages are created and edited using a drag-and-drop style editor within Smart View. End users can then easily switch between multiple home pages via the hamburger menu as well as set a default for a personalized experience.

Optimized multi-selection on search pages 

Users can now efficiently select multiple items on search pages, eliminating delays and enhancing productivity when managing large sets of search results. 

Simplified access and bulk workflow processing 

Users can now act on workflows directly from widgets, processing multiple workflows in a single click. This reduces time spent on manual approvals and increases efficiency. 

Business Workspaces & Smart Document Types

Improved performance for opening Business Workspaces 

Time to open a Business Workspace has been dramatically reduced for customers running CE 22.1 and later, ensuring faster access to content. 

Lock and unlock Business Workspaces 

A new event bot automatically locks and unlocks Business Workspaces based on predefined metadata conditions, ensuring data integrity during approval processes. A red lock icon visually indicates when a workspace is locked. 

New Smart Document Type bots 

• Restrict file formats: Administrators can now enforce MIME type restrictions to ensure only specified document types are uploaded. 

• Request document deletion: A new deletion request workflow ensures controlled document removal, requiring approval when configured. See this i 

• Resolve missing or outdated documents: Users can now address missing or outdated documents directly from the header widget for faster content updates. 

Viewing & transformation

Content Aviator integration with Intelligent Viewing 

Users can now interact with Content Aviator directly from the viewer, enabling AI-driven insights while viewing a document. 

Bulk document conversion from search results 

A new multi-file “Convert” operation allows bulk document transformation directly from search results, improving efficiency and allowing for useful search and export scenarios.  

Publication status indicators 

Documents in the browse view now display status icons indicating their publication state (e.g., cached, pending, or failed), improving visibility into document readiness. 

Banners and watermarks for Business Workspaces 

Organizations can now apply screen banners and watermarks from Business Workspace objects, reinforcing security and compliance requirements. Watermarks and banners can now be applied to child objects within the workspace, similar to folders.  

Intelligent Viewing installation improvements 

A new interactive configuration tool streamlines the Intelligent Viewing installation process, reducing setup complexity. Users that prefer the classic properties file can continue to that text-based method as well.  

OpenText™ Content Aviator

Synonyms support 

Users can define company-specific synonyms to improve AI understanding of industry-specific terminology, ensuring more accurate responses from OpenText Content Aviator. 

Coming soon: AI agentic workflows 

OpenText is developing agentic workflows that will break down complex tasks into automated steps, integrating external tools and self-optimizing workflows for greater efficiency. 

Document Generation

Document Generation tenant permissions 

Permissions for PowerDocs tenants can now be managed using OpenText Directory Services (OTDS) groups, providing enhanced security and separation between business units. 

Multiple enclosures support 

Users can now upload multiple enclosures at once, reducing manual effort when managing document packages. 

Business integrations

Announcing Salesforce Agentforce integration

OpenText Content Aviator for Salesforce Agentforce, integrated with OpenText Content Management in CE 25.1, empowers Sales and Service teams with enhanced actionable insights to boost productivity and accelerate efficiency.  

• Discover, summarize and translate content from Business Workspace directly within Agentforce, eliminating the need to switch applications.

• Deliver actionable insights within Agentforce, allowing users to create Salesforce records directly from Aviator content while staying in Salesforce.

• Gain seamless access to relevant content, all within Agentforce.

Outlook add-in improvements 

• Users can now create new folders within OpenText Content Management directly from the Outlook web add-in. 

• Attachments from OpenText Content Management can be added to emails in compose mode without switching interfaces. 

Teams synchronization enhancements 

Workspace Team Leads can now manually synchronize workspace members with connected Microsoft Teams environments, ensuring better collaboration management. 

SuccessFactors integration improvements 

• Onboardee workspaces report: System reports now display the number of onboardee workspaces, providing better visibility into usage. 

• Enterprise Scan upload approvals: Documents scanned via Enterprise Scan now adhere to Smart Document Type approval workflows, maintaining content governance. 

• Default perspective loading: SuccessFactors permissions are now used by default to calculate perspective loading, reducing system load times. 

SAP solutions: authentication enhancements 

Administrators can now configure OAuth authentication with additional parameters, increasing security and compatibility with various system landscapes. 

Information governance & protection

Physical records circulation management 

A new Circulation tile provides tools for borrowing, tracking, and returning physical records, improving governance for organizations managing physical assets. Notification Center now displays messages related to borrowed items. 

Dispositioning enhancements 

Users can now stop disposition searches and bulk actions mid-process. Additionally, high-volume dispositioning is now a standard feature, improving large-scale record retention management. 

Workflow & automation

New internal event triggers 

New bots can now react to internal document events, such as new versions or document generation, expanding automation possibilities. 

Scheduled bot usability improvements 

Enhancements include a refreshed interface, expanded error reporting, and improved tracking of scheduled automation jobs. 

Enable/disable JavaObjects in Webreports 

JavaObjects can be enabled or disabled along with Oscript on the Manage Global Scripting page, providing an extra layer of security. 

Advanced Media Add-On

Private annotations 

Users can now mark annotations as private, allowing them to add notes without sharing them with all viewers. 

Clipping with annotation data 

When creating clips from existing videos, annotation data can now be included, ensuring critical insights remain with the content. 

OpenText Content Management CE 25.1 introduces powerful enhancements that improve usability, performance, and automation. From Smart View optimizations and AI-driven workflows to advanced governance and security features, this release supports organizations in managing their content more effectively. These updates ensure businesses can navigate the evolving demands of enterprise content management with greater efficiency and flexibility. 

October 2024: What’s New in OpenText Content Management CE 24.4

Announcing Protected B Certification

The Canadian government’s Protected B certification provides stringent security assurance for cloud services used by federal agencies, ensuring sensitive data is protected against cyber threats. This certification level, applicable when compromised information could cause serious harm, is crucial for agencies managing sensitive data and records. OpenText now offers Protected B-certified cloud solutions, meeting high standards for security and compliance in government information management. OpenText’s solutions empower agencies to securely manage public sector records, streamline processes, and facilitate inter-agency collaboration while adhering to government standards for electronic records and document management.

Protected B certification is valuable for government agencies seeking enhanced security, streamlined procurement, and compliance assurance. By standardizing security requirements, this certification simplifies the process for agencies procuring cloud services, reducing both cost and redundancy. With certified solutions like OpenText Content Management for Government, agencies can digitize records, improve operational efficiency, and enhance citizen service, all while maintaining compliance with federal regulations. OpenText’s commitment to secure information management helps agencies meet their goals responsibly and efficiently, optimizing resources while safeguarding sensitive data.

In addition to Protected B certification, the release of OpenText Content Management CE 24.4 brings streamlined navigation, powerful integrations, and advanced automation capabilities. These updates improve information accessibility, operational efficiency, and compliance with industry regulations. Here’s just some of the highlights from this release.

Enhanced navigation with Smart View hamburger menu

The introduction of a “hamburger menu” in Smart View offers users a streamlined navigation experience. This menu, embedded in the application header, provides quick access to frequently used areas like "My ToDo" and "Recently Accessed," optimizing workflows and improving ease of use. It can be enabled or disabled via an admin setting.

Intelligent viewing - eye icon updates

The viewing and transformation options in Smart View have been refined, with the "eye" icon updated to include Intelligent Viewing as a submenu item. The eye icon is also now used for other open commands such as the Office integration. This change frees up screen and menu space, making navigation more intuitive for administrators.

Simplified business workspace members management

Business Workspaces in Smart View have been enhanced with streamlined participant management. Users can now manage roles and folder access directly from the side panel, making collaboration setup faster and reducing time spent on administrative tasks.

New business scenario: Customer service

A new Customer Service business scenario has been added to the Business Process Library. Integrated with Salesforce, this scenario supports knowledge base article creation and updates with pre-configured event bots, workflows and WebReports.

Multiple signature types for DocuSign

CE 24.4 introduces multiple signing methods within DocuSign, including support for qualified electronic signatures. Additional metadata can also now be passed to DocuSign. This added flexibility is ideal for organizations needing to meet specific regulatory requirements for contracts and other critical documents.

Search multiple workspaces and documents with Content Aviator

Users can now select multiple workspaces as well as multiple documents when triggering Content Aviator. Workspaces and documents can be selected from anywhere including the browsing view, search results, within a collection and more, as long as they are Content Aviator enabled.

Automatically create a connected Microsoft Team

When creating a new Business Workspace in OpenText Content Management, users can now automatically generate a connected Team. This automated creation simplifies content sharing, enhancing collaboration for users who rely heavily on Microsoft Teams.

Support for inactive employee workspaces in SuccessFactors

The latest update allows automatic removal of SuccessFactors role members from a workspace when employee status changes from active to inactive. Additionally, re-hire scenarios are supported (inactive to active), optimizing synchronization jobs and improving performance for organizations with high employee turnover, such as seasonal operations.

Enhanced high-volume records management metadata performance

Administrators managing large data volumes can now utilize Records Management Metadata Bulk Update Rules, a feature that simplifies high-volume metadata adjustments. This update is particularly useful for organizations needing frequent reclassification or retention changes.

Advanced media add-on enhanced video player and audio support

Advanced Media Add-On now includes an enhanced video player with additional playback controls including zoom, playback speed adjustments, and options to skip forward or back 30 seconds. In addition, audio support has been added allowing users to convert, stream, annotate and clip audio files just like video files.

With these updates, OpenText Content Management CE 24.4 reinforces its commitment to delivering robust, flexible, and user-friendly solutions. By focusing on integration, automation, and improved user experiences, this release equips organizations to navigate the evolving demands of enterprise document management.

July 2024: What’s New in OpenText Extended ECM CE 24.3 

The latest release of OpenText Extended ECM CE 24.3 introduces a suite of new features aimed at enhancing the user experience, improving productivity, and ensuring seamless integration with other tools and platforms. Here’s a look at what’s new: 

Advanced Media Add-On

New in CE 24.3, Advanced Media Add-On provides a first-class experience for users interacting with video content as part of business processes. This add-on allows users to: 

• Streamline video conversion and streaming. 
• Deliver high-quality video streaming at scale. 
• Enhance collaboration with annotation tools. 
• Simplify sharing with quick and easy clip creation. 

For more on Advanced Media Add-On, read the blog.  

Content Aviator – Improved document & workspace summaries

The latest update to Content Aviator enhances document and workspace summaries. By upgrading from Google PaLM 2 to Gemini, users receive more accurate and useful answers. The summaries now include a short paragraph followed by a bulleted list of key points, making it easier to sift through large volumes of content. 

New sales business scenario

Manage the entire sales process from campaign to lead to opportunity to sales order with the new sales business scenario in conjunction with Salesforce. This feature includes records management, Smart Document Types, and more as part of the business process library.

Microsoft Teams – Folder tab in each channel

Extended ECM now keeps users focused on relevant content within specific Teams channels. Each channel connected to a business workspace will have a folder tab pointing to the mapped folder in the business workspace, ensuring easy access to the right content.

Outlook Web Add-In – Bulk email filing

Increase productivity and improve the user experience by eliminating the need to file multiple emails individually. The new bulk email selection and filing feature in the Outlook Web Add-In streamlines the process, allowing users to file multiple emails into Extended ECM more efficiently.

“My ToDo” widget

The new "My ToDo" widget provides users with a singular view of all their assignments, enabling them to quickly take action and push business processes forward. Default sections include: 

• My Workflows 
• My Reminders 
• My Stateflows 

Users can also provision custom tabs to track specific workflows of interest. Admins can switch the end user task widget between the legacy “My Assignments” and the new “My ToDo”.

“My Shares” widget – New folders added

For users who regularly share content outside their organization, the "My Shares" widget now provides a holistic view of shares and their status. New sections include:

• Approval Required: Displays shares requiring manager approval.
• Shares Expiring Soon: Shows shares nearing expiration, with admin control over the notification period.

Smart Document Types – “Upload with Approval” bot

Ensure the quality of content added to a workspace by requiring approval before uploading certain document types. Users can choose a document type, which then gets sent via workflow to an approver for review before being added to the workspace. Default workflows are provided, or users can build custom approval processes.

Electronic Signatures – Multiple “Meaning of Signing”

When signing a workflow, users can now select from a list for “Meaning of Signing,” allowing for better definition and understanding of the approval process. Business process designers can assign different meanings to each signing step, centralizing configuration for all signatory steps.

Viewing & Transformation – View Only mode for deep links

Enhance security and governance with the new View Only mode for deep links, available at the content or folder level. Users that open deep links in view-only mode will not have the ability to add annotations, print, or save.

Switch between vertically & horizontally aligned metadata fields

The new "Label Alignment" setting under Configure Smart View allows admins to choose between vertically or horizontally aligned metadata fields. This provides better accessibility and responsiveness, adapting to various screen layouts and user preferences.

Records Management – Classification rules for perspectives

Reduce administrative work by configuring a single Perspective for all objects of a given classification. Use a rule to display a Perspective for multiple containers based on a standard classification, streamlining management and updates across Extended ECM.

Records Management – Make confidential

Restrict access to sensitive content with the new "Make Confidential" feature, temporarily removing permissions for all users except the owner and the user performing the action. Admins can control and restrict usage of this feature.

WebReports – Generate Microsoft XML documents

Easily convert documents to .docx format for security requirements. Users can generate MS Word XML .docx files from various sources, including LiveReports, search queries, Content Server files, and external applications. This feature can be scheduled or triggered by specific events.

WebReports – “Run as”

Enhance flexibility and security control by allowing business admins to run reports on backend operations without modifying permissions. The new "Run as" option under Properties lets users select from a dropdown or run as a WebReports System User, with audit trails showing the "Run As" user.

Additional enhancements

• Tenant Administrator user type: A new user type for cloud customers that allows access only to administration pages and specific volumes, ensuring segregation of duties without content access. 

• SAP SuccessFactors integration: Business admins can link to candidate workspaces or start document generation from external applications, extending functionality into SuccessFactors Recruiting or Workzone. 

April 2024: What’s new in OpenText Extended ECM CE 24.2

The Extended ECM CE 24.2 release includes new capabilities designed to help organizations master modern work.

Streamline communication with precise linking

Extended ECM now empowers users with the ability to create a URL that will open a document and navigate to a designated section of that document.  The capability facilitates collaboration with the ability to precisely point to a specific bookmark, page number, or search term. As an additional security measure, “deep link” URLs can be sent with a “view only” designation.

Clearly communicate about new document versions

Users adding a new version of a document are now able to easily communicate information about that version. Once the new version is uploaded, a dialogue box pops up to prompt the user to describe why a new version was needed or what changed. Users can also quickly see all added descriptions in a single view of the versions table.

Improve efficiency with new features for working with Extended ECM teams

A couple of new features improve the way team leads work with their teams:

View team members at a glance – Quickly display team participants, grouped by their roles, by with a single click that opens a searchable side panel.

Easily import existing teams into new Business Workspaces – When creating new Business Workspaces, streamline the process and cut back on manual work with the ability to automatically import a team from a previous business workspace of the same workspace type.

Enhance productivity and compliance with Smart Document Types
In addition to using the File Upload widget, users can now easily drag and drop or click to add a document for Smart Document Types. Using Smart Document Types empowers users to streamline work by automating content storage, metadata usage, and follow-up processes.

Tighter integration and usability between Microsoft Office 365 and Extended ECM

• Users will be auto notified, via push notifications to Microsoft Teams, of important items relevant to their role.
• Users can strengthen the archiving process with the option to delete a Team upon retirement to ensure there are no other copies except the archived copy.
• An enhanced Outlook web add-in for Extended ECM will support email filling to any permissible folder
• Users have the option to create Teams channels as private or shared for sync mapping

Additional innovations to help you master modern work

• Business administrators at organizations that have implemented OpenText™ Content Aviator can now enable Aviator by workspace type, reducing manual efforts when enabling a large number of workspaces.
• Extended ECM mobile app users now have the added convenience of being able to create Business Workspaces from within the app.
• A new feature for end users who want to work with metadata for reporting enables them to export search results directly from Smart View into CSV or JSON formats, maintaining their selected columns. Permissions and security clearance levels are also maintained within the export results.

January 2024: What’s new in OpenText Extended ECM CE 24.1

The Extended ECM CE 24.1 release includes new capabilities designed to help organizations master modern work. 

Content Aviator surfaces your most important information in Extended ECM

With the introduction of OpenText™ Content Aviator, users can leverage the power of generative AI and large language models (LLM) for conversational searches that help them find what they need – faster.

Content Aviator provides generative AI content management and acts as an intelligent assistant that users can ask conversational questions, receiving answers that distill large volumes of Extended ECM content into comprehensible summaries, based on a user’s permissions. Once a question is answered, users can choose to ask follow-up questions or start new searches from scratch. Users can even ask Content Aviator to summarize a Business Workspace with the click of a button.

For more information about Content Aviator, read our recent blog post, “Transform user productivity with an AI-powered intelligent assistant.”

Streamline processes with easy-to-use document-centric automation

Administrators can easily configure what happens with uploaded documents using bots to configure Smart Document Types—without the need for complex coding. Smart Document Types help store content correctly, ensure the appropriate metadata is included and can trigger follow-up processes.

With the new flexible, scalable functionality, administrators use simple bots to quickly configure conditions based on categories, attributes, operators and values. Multiple parameter blocks can be applied for more complex scenarios.

Personalize your user experience with options to show, hide and reorder columns

Extended ECM empowers end users with the ability to personalize and improve their experience by choosing how to display columns for their individual work preferences.

By simply opening the Column Settings panel, users can choose to select or deselect checkboxes for each column. They can also drag and drop to reorder columns. This view is available throughout the product and for every user—and the customized settings are “remembered” for both browse views and search results views—so the same column order is shown each time a user logs in.

Maximize database storage with improved viewing cache management

Admins can perform new cache operations to optimize available database storage and improve re-processing and troubleshooting of content—choosing to either clear the viewing cache on demand or setting a timeline to automatically clear the cache of anything that has been viewed.

Easily navigate to Business Workspaces from SAP

Two new features empower users with the ability to easily work with Business Workspaces in SAP S/4HANA:

• By selecting a line item (such as purchase contract, sales contract, task list, etc.), users can click through to an associated Business Workspace.  
• Admins can now easily configure a Business Workspace in an SAP Fiori app with key user adaptation—without the need for complex coding.

Improve efficiencies between Microsoft Teams and Extended ECM

There are two new ways to boost productivity between Extended ECM and Microsoft Teams:

• Administrators can choose a configured Microsoft Teams Template whenusing the Extended ECM Microsoft Teams job scheduler to automatically create Teams for Business Workspaces. This provides more flexibility and the ability to create and use Teams templates that meet the demands of their organizations.
• Using the Teams app, end users have an option to choose a Microsoft Teams Template when simultaneously creating a Team and a Business Workspace.

Stay apprised on system health

A new System Health test framework allows Administrators to quickly test various aspects of Extended ECM, including: Document Management, OpenText Directory Service, Search, and System. The new testing capabilities will help provide Administrators with a more complete picture of system health over time.

November 2023: What’s new in OpenText Extended ECM CE 23.4 

The Extended ECM CE 23.4 release includes new capabilities designed to help organizations master modern work.  

Simplify complex procurement operations with the Procurement Business Scenario 

Business Scenarios are turnkey, pre-deployed line-of-business solutions that can be “turned on” at no additional cost. 

Manage content related to your procurement processes in Business Workspaces, with the ability to work as a standalone solution (supported by workflows) or driven by processes in SAP S/4HANA. The Procurement Business Scenario makes it easier to: 

• Create a purchase requisition from any user’s landing page 
• Manage all procurement information from purchase requisition to purchase order 
• Keep track of procurement updates on an at-a-glance dashboard 
• View contract consumption on the workspace 

This Business Scenario is designed to work independently supported by workflows or with SAP S/4HANA for more complex processes, including approval workflows. (A new Extended ECM Business Scenarios User Guide is also available for customers (login required) for information about the general structure of Business Scenarios, which Scenarios are available and how to deploy them.) 

To keep projects moving, delegate a proxy to cover for a specific user 

Extended ECM users can assign a proxy who can act as though they are that user—for coverage during vacations and other situations that arise. Delegate a proxy indefinitely or for a specific start and end time window, allowing for advanced scheduling if an absence is planned. For additional clarity, the assigning user is alerted in the Notification Center every time the proxy user is working as them and a visual banner is displayed for the proxy user noting that they are “working as” the other person. Administrators also have the ability to set and change proxies on behalf of other users.   

Quickly address Intelligent Viewing needs  

Release CE 23.4 featured several new Intelligent Viewing features: 

• Support the secure viewing of content with Azure Information Protection (AIP) - “View Only” functionality allows AIP content to be viewed but not published, printed or annotated and restricts further processing with manual or automatic conversion features.  

• Support for work with Apache OpenOffice Formats - Viewing, annotation, redaction, publishing, and transformation are now supported when working with OpenOffice formats including ODT (text documents), ODS (spreadsheet), and ODP (presentation programs) file formats.  

A better, more personalized way to work with columns 

Release CE 23.4 provides more ways to personalize a user’s view that is maintained whenever the user logs in from the same laptop and browser: 

• Browse view – Users can now manually resize columns and scroll horizontally when more columns are available. The manual settings persist for the user’s future work for a personalized browse view experience.  
• Search view – A new gear icon allows users to switch between views that include tabular search, standard search, and a brand new pinned columns search. With pinned columns, users can set or “pin” a column in place with horizontal scrolling enabled for the remaining columns.   

New notifications to keep users informed 

Release CE 23.4 featured several new notifications for content sharing:   

• Share approval - Share coordinators or share administrators who want more control over the content that gets shared with Core Share or Microsoft Teams can now opt-in to receive notifications for shares that require their approval. When an employee tries to add a document to a shared folder, the Notification Center will provide an alert that approval is needed for a document that has been added to a shared folder.  
• Share Error and Share Expiry - Share coordinators and share administrators can opt-in to be alerted in the Notification Center (vs. via email) for shares with errors or shares that are set to expire in a pre-specified number of days. 

August 2023: What’s new in OpentText Extended ECM CE 23.3

The Extended ECM 23.3 release includes new capabilities designed to help organizations master modern work. 

Streamline document availability with Reservation Management 

Extended ECM SmartView users who have gone to edit a document, only to discover that someone else has it reserved, will appreciate the new Reservation Management feature. 

Collaborators can now choose to "request a reservation” on documents that are currently in use, reducing the need to leave the platform to send an email or instant message to notify team members they are waiting. This will help minimize downtime and remove bottlenecks by (1) communicating that a user is waiting for a document and (2) letting that user know when the document is available for them to reserve. This allows users to focus on other projects while waiting for their notifications, and it will be particularly useful for highly collaborative teams that are working with many files—particularly those that aren't supported by Microsoft Office online or other co-authoring tools. 

Automate transformation with a Workflow Module step 

A new Workflow Module step for transformation enhances content review and collaboration. Easily convert content to highly accessible PDF/TIFF formats as an Extended ECM workflow step that includes the option to apply annotations, redactions, banners and watermarks before publishing as a new document version or rendition. 

Provide clearer at-a-glance information for more productive collaboration 

To provide a better user experience for anyone who collaborates through email and Teams, enhanced copy URLs will provide more information at a glance—including icons, document names and a direct download link—so collaborators better understand where a link will lead them before they click on it.    

Easily add charts to WebReports using no-code templates 

Two new WebReport Smart Style templates featuring charts are now available. Without the need for coding, users can now either (1) display a clickable Visual Count Chart or (2) create a report featuring the chart along with a browsable list of the items below, which can be customized with actions such as copying items, viewing properties or copying links.  

Columns, categories and attributes can also be easily added without taking up developing time. In addition to the new reports, other Smart Style reports include Simplified Browse, Simplified Metadata and Simplified Table and Visual Count Chart. 

June 2023: What’s new in OpenText Extended ECM CE 23.2

The Extended ECM CE 23.2 release includes new capabilities designed to help organizations master modern work. 

Amplify OpenText Extended ECM (or OpenText Documentum) with AI-powered insights 

OpenText IDOL, a market-leading knowledge discovery and analytics platform, can now be combined with Extended ECM or Documentum to uncover the rich knowledge and connections hidden in your content. Adding IDOL, which supports over 1,000 data formats, enables users to surface key insights stored deep within unstructured data (within repositories such as Extended ECM, Documentum, Microsoft^® Teams or SharePoint and other file shares).  For more information, read the blog post: “Work smarter with content insights.”  

Stay on brand and under budget 

New streamlined branding functionality reduces both the need and extra cost of custom development to align with your organization’s preferred branding. Business administrators can now add a brand logo, background color theme, breadcrumb font color and/or icon color theme directly from within Extended ECM Smart View. The intuitive WYSIWYG (What You See Is What You Get) editor means changes are previewed before you hit save and can be made with just a few quick clicks. The new branding is implemented within seconds—and admins can revert to the original default settings just as quickly and easily. 

Quickly address transformation needs 

Release CE 23.2 featured several new Intelligent Viewing features: 

• Improved efficiency of content transformation – Automatically convert content within a Business Workspace. This container-level conversion can be configured so content that is added is automatically converted from the current format to the universally used PDF/TIFF formats and published to a targeted directory. Additional options include applying banners or watermarks and/or deleting source documents once a conversion task is completed. New functionality is also now available at the folder level: Automatic conversion can be triggered when a new version of a document is added to a configured folder—particularly useful for document revisions or updated drafts of engineering drawings. 
• Create rendition objects – Create Extended ECM renditions as an output option via automatic conversion, manual transformation and publishing from within the Viewer. The content converted as a rendition maintains a relationship link to the source document version they are created from.  
• Work more effectively with compound documents – The Compound Document object type is now supported for initiating an at-a-glance multi-file view, automatic conversions and secure banners and watermarks.  

Do more with your SAP Integration 

The CE 23.2 release featured key enhancements for authentication and productivity within SAP integrations: 

• Support for SAP IAS/IPS for authentication purposes – For customers that use multiple SAP solutions, Extended ECM supports SuccessFactors tenants that have SAP Identity Authentication Service (IAS) or Identity Provisioning Service (IPS) enabled for authentication and provisioning.  
• Review file completeness at a glance – In addition to monitoring single workspaces, managers and HR administrators are now able to save time by quickly seeing if documentation is missing or outdated over several workspaces—such as across teams or even an entire organization. A new widget enables users to jump into a view of an aggregated document completeness report with the ability to choose whether to display 30, 50 or 100 items per page. For a more precise view, use filters by document type, country of work, document status and workspace status. The report updates immediately, based on the options you select. 

Improve information governance with retention schedules 

Users can better manage the lifecycle of their records. The Record Series Identifier (RSI) retention schedule, which defines the stages of a record and the conditions that move the record to the next stage in its lifecycle, is now available in Smart View.  Capabilities include adding stages, editing stages, deleting stages, and approving and viewing approval history. 

Additional features for operational efficiency 

• Enterprise Connect users can now press a handy “Copy Link” button in the “My Working Document List” to copy the link to the Smart View of a document in the Office Editor cache with ease. 
• The Intelligent Filing Analysis Tool, used for the creation of analysis and runtime profiles for Intelligent Filing functionality, can now be accessed in the OpenText Cloud—with no more need to download it locally. 
• Controlled viewing and printing and electronic signatures are now fully cloud-ready for quick configuration by Business Administrators. 

Accelerate the enterprise content journey with agile and scalable tiered plans 

Whether your goals are to boost team productivity, build cross-functional excellence or bridge across boundaries, the new Extended ECM X-Plans have a cloud or license plans to suit your needs. The plans were built to fast-track deployment and accelerate time-to-value at every phase of your modernization journey—all with the scalability to grow as your business grows. 

November 2022: What’s new in OpenText Extended ECM CE 22.4

The Extended ECM CE 22.4 release includes new capabilities designed to help organizations master modern work.

Simplify complex real-estate operations with the Real Estate Management Business Scenario

Originally released in CE 21.4, Business Scenarios are turnkey, pre-deployed line-of-business solutions that can be “turned on” at no additional cost. The Real Estate Management Business Scenario allows users to:

• Securely manage all the essential property information such as tenancy agreements, mortgage documents, fire safety plans, surveys, etc. in a centralized repository with proper permissions and user rights
• Quickly create a contract with appropriate terms using existing information on a specific property (rental object)
• Stay up to date with property leases and contracts by reviewing their renewal/termination dates up to 3 months in advance using the Management Dashboard.

This Business Scenario is designed to work independently or with SAP S/4HANA for more complex processes. 

Gain superior business intelligence with interactive charts

Static data visualizations like charts don’t always provide detailed information about the underlying specifics of the data. Users need a full view of the data’s makeup to truly understand the insights. By introducing interactive charts (in Smart View) in CE 22.4 users can get data visualizations that allow them to drill down and interact with data. These data visualizations allow users to:  

• Perform actions such as triggering sub-reports, initiating workflows, and downloading reports without leaving the dashboard.
• Quickly identify which contracts have been signed, terminated, or reviewed by clicking on a graph (see the pie chart figure below) and then build sub-reports on the type of contract signed.

Stay away from distractions with mindful Notification Center Updates

Receiving multiple notifications throughout the day regarding changes in a Business Workspace can be overwhelming. The CE 22.4 release comes with a weekly or daily email digest to alert users of the changes in a Business Workspace. This allows users to stay up to date without the distraction of multiple emails. In addition, the newly designed email template brings the familiar Smart View look and feel to a user’s inbox while allowing them to customize the email with their logos and color scheme.

June 2022: What’s new in OpenText Extended ECM CE 22.2

The Extended ECM CE 22.2 release includes new capabilities designed to help organizations master modern work.

Eliminate data silos and improve collaboration with enhanced sync to Microsoft Teams

Originally introduced in CE 22.1, this release comes with bi-directional editing and versioning of files between Extended ECM Business Workspace and a Microsoft Team, thereby maintaining file integrity and eliminating potential version conflicts. This enhancement allows users to work seamlessly between their system of collaboration, such as Microsoft Teams, and a system of record such as Extended ECM, maintaining a single source of truth. Learn more about the integration.

Stay up to date with the Notification Center updates

Initially introduced in CE 21.3, Notification Center continues to evolve as the collaboration hub in Extended ECM. This release has added e-mail as a delivery channel for all Notification Center updates. This means that users can enable e-mail delivery of messages sent to them through Notification Center, promptly receiving changes to their watched Business Workspaces, Content Syndication operations and more.

Make content administration seamless with the new Content Manager role

To improve content administration the new Content Manager role allows designated user accounts to bypass permissions and enter a mode enabling access to most of the content in the Extended ECM system; thereby allowing them to self-service content administration and completion of tasks such as un-reserving documents or altering permissions without relying on system administrators or, if deployed as a managed cloud service, OpenText Support.

Increased software scalability and availability with Kubernetes Deployment

Extended ECM is now supported on Red Hat OpenShift, providing flexibility for customers to run their Extended ECM solutions in the cloud or on-premises environments, especially for those in heavily regulated industries such as Banking and Financial services.

Improved user experience for the SAP Enterprise Asset Management Business Scenario

CE 22.2 enhances existing features within the SAP Enterprise Asset Management Business Scenario, such as Completeness Check, Metadata Widget with related Business Workspaces, and Team Widget. With the Completeness Check, users can see which documents of a particular document type are missing, such as manuals, technical drawings, work instructions, analysis results, etc. The Metadata Widget provides users with an aggregated view of related Business Workspaces. Finally, the Team Widget enables users to see who is responsible for specific assets or workspaces. Learn more about Extended ECM Business Scenarios. 

Seamless integration of dynamic workflows

Dynamic workflows from OpenText™ AppWorks™ provide a way to forward responsibilities and include additional reviewers after starting a workflow within OpenText™ Extended ECM for Government. This integration gives users the flexibility to adapt the steps and tasks for complex case management-based work, thereby connecting information, knowledge, and people to resolve cases seamlessly. 

Simplified software delivery for easy administration

With CE 22.2, we have consolidated the software delivery and installation of the complete portfolio of Extended ECM products. This simplifies deployment and administration whether your system is on-premises or in the cloud. Consolidated delivery improves efficiency and reduces the risk of error during deployment as administrators no longer need to identify, check compatibility, check availability, and install modules individually. In addition, with a clearer view of all the capabilities offered across the portfolio, it’s easier for organizations to adopt the Extended ECM model to address new business requirements and use cases.

Magellan Risk Guard integration

With its seamless integration to Extended ECM, Magellan Risk Guard together with the new OpenText™ Magellan BI & Reporting integration enables business users to create custom interactive reports without needing assistance from experts in AI, Data Science or analytics. With access to the new reporting capability directly in the Magellan Risk Guard UI, users can report on the types of risky data that are the highest priority for their department or job role.

Looking to upgrade to the latest version? Discover 10 reasons why your organization should act now, and find out how you can accelerate your upgrade by working with our OpenText Professional Services team.

Previous updates

Looking for more information from the previous updates? Check out the following articles:

• CE 21.4
• CE 21.3
• CE 21.2
• CE 21.1
• CE 20.4
• CE 20.2

The post What’s new in OpenText Content Management appeared first on OpenText Blogs.

Websites have become mission-critical business assets, growing from just 17.1 million in 2000 to an astounding 1.7 billion today. Web experiences have rapidly changed and become increasingly more interactive, more dynamic with a dramatic rise in mobile traffic. With so much usage, engagement remains a paradox. Users are quick to move away when experiences do not keep their interest or engage them. According to Forbes, click-through rates (CTRs) are only 4.23% - meaning only 4.23 people out of 100 will click on a call to action. As web presence evolves, so must the systems that power them.  

Check out the latest updates to OpenText™ Web CMS (TeamSite):

Introducing OpenText Web CMS

OpenText™ Experience Cloud Edition 24.2 was a big milestone for our web content management system with the release of OpenText™ Web CMS. The evolved and expanded product is the next generation from the previous flagship OpenText TeamSite. TeamSite had greatly changed over 25 years and was a pioneer and innovator in the industry. To better reflect changes in the market and the new technologies, OpenText Web CMS marks a new era with expanded use cases and new capabilities.

Beyond traditional content management

OpenText Web CMS transcends traditional content management by delivering:

• AI-powered experiences that dynamically adapt to user needs
• Interactive experience applications including HTML5 calculators, wizards, and data visualizations
• Customer journey mapping with robust data foundations
• Flexible deployment options with enhanced hybrid and headless capabilities
• Embedded Digital Asset Management (DAM) for seamless media integration
• Extensive integration platform supporting diverse business systems

Focusing on customer success

The most significant shift? Using web experiences to drive the complete customer lifecycle—from purchase through onboarding to retention and loyalty. While many companies focus primarily on acquisition, research shows existing customers are 50% more likely to try new products and spend 31% more than new customers. OpenText Web CMS excels at nurturing these valuable relationships.

April 2025: Power-packed 25.2 release - Titanium X

The Experience Cloud's 25.2 release delivers Titanium X, helping organizations win in today's experience economy. This release builds on innovations from CE 23.1 through CE 25.2, empowering companies to modernize their customer experience platforms. Users crave interactive experiences. Adding just one video increases average time-on-page by 88%. All industries are witnessing rapid adoption of progressive web applications (PWAs), single page applications (SPAs), and dynamic experiences built with modern frameworks like HTML5, React, and Angular.

Bridging developer-business silos

Success today requires bridging silos between developers, business users, and creative teams. OpenText Web CMS delivers this through:

• Developer flexibility: Use any language (React, Angular) beyond traditional SPAs
• Component collaboration: Multiple components working together with CI/CD pipeline management
• Connected data sources: External data integration through component properties
• Business user empowerment: No-code/low-code editing for non-technical teams
• Inter-component communication: Creating cohesive experiences across components

New 25.2 capabilities

The latest release introduces:

• Flexible Component Layout framework with table component integration
• XML file format support for both data sources and business user modifications
• Streamlined development with improved team collaboration
• Enhanced consistency and workflow efficiency

Look back and look forward

The release builds on years of innovation across five key areas:

1. Dynamic experiences and experience application management
2. AI capabilities including GenAI and intelligent content tools
3. Integrated customer journeys and customer data
4. Modernizing on a cloud platform with Kubernetes for scale, performance and high availability

Stay tuned for more innovations as we continue helping businesses thrive in the experience economy.

November 2023: What's new in TeamSite 23.4

The rise of app-like web experiences

Part of the answer is interactive content – applications and videos. By including a video, the average time on page goes up by 88%. All industries are seeing a dramatic rise in the use of progressive web applications (PWAs), single page applications (SPAs), and dynamic web experience development using modern IDEs like HTML 5, React, WebAssembly, Angular and many others. Businesses can’t thrive with just content management in a CMS or WCM system today, their future needs to bridge the new silos between developers, business users and creative teams to succeed.  The rise of headless is just one example of the trend, however it doesn’t need to be a developer centric versus business user only workspace.  Hybrid headless collaboration serves both and is always a win-win scenario. Let's see how OpenText^TM TeamSite delivers on the promise.

Introducing OpenText TeamSite 23.4

The 23.4 release delivers a new framework expanding our unique hybrid headless approach designed to help bridge the gap between the developer and business user personas.  These features reduce the friction of the development cycle, managing and deploying dynamic application experiences using modern languages and IDE tools while empowering the business with flexible design and creative tools.

• Marketers can now edit or change variables directly on the glass, enabling rich dynamic experiences. This brings design flexibility and creativity back into the hands of the business owner, while reducing the need for follow-on development work.

• Composable experiences are easier to create, use and modify.  Low-code components can be connected to data sources where business users can directly leverage their content.  They can be defined with event-driven actions to establish communications and initiate changes between components to build endless dynamic possibilities. Components are built around functionality, then easily repurposed and connected to a different data source to satisfy a completely new use case, saving valuable developer cycles.
• Manage and govern the entire process of development to deployment, including your live Web performance, including options for hybrid headless, high availability and Content Delivery Network (CDN).

• Built-in governance of applications and development projects.  Teams work together with the right privileges and libraries of components are available for drag-and-drop use or modification.  Know where the components are used, version-control them, or create new ones.
• Sample Web experiences are provided in this release for teams to demo, test and use various features out of the box (OOTB). The experiences contain: modern page and template layouts, forms, localization, working search, targeting and much, much more.  Check out the new site for a fantastic hands-on experience.

What else in 23.4? 

As part of the OpenText Experience Cloud, TeamSite works seamlessly with other key experience technologies: customer communications, digital asset management, personalization, customer data, A/B testing, notifications, and voice analytics. Read more about the Experience Cloud 23.4 release, including powerful new AI, Experience Aviator, enhancements in unified UX, and other foundational services.

May 2023: What's new in TeamSite 23.2

OpenText™ TeamSite^™ 23.2 makes it super simple for developers and marketing to work together on creating highly personalized and interactive experiences. The new TeamSite release extends current developer frameworks to be agnostic and integrate with your choice of IDE (Independent Development Environment) to create, edit and deploy interactive applications using languages and tools such as React, Angular and other JavaScript apps and front-end user experiences. These experiences could extend to interactive online calculators, forms, UX experiences like sliders or accordions, embedded video and many more, literally anything developers and marketing can dream-up and innovate with.

Savvy marketers know that providing a great content experience helps boost customer engagement and conversion rates. Research shows 93% of marketers believe that interactive content is more effective at educating the buyer compared to static content. It also generates four to five times more page views and two times more conversions.

Powerful interactive experiences are unleashed with this release, making this content type easily available to business users to drag, drop, edit available properties, and preview all in-context of the page and the specific component. And we are not stopping there, new frameworks and tools for DevOps and CI/CD are also available for implementation, encouraging reuse of development efforts. Take a holistic approach to how these compelling interactive experiences are managed and deployed. 

Extending to more data sources plus generative AI

For 23.2, TeamSite also tapped into the power of combining marketing, data analysis and development.  The TeamSite CMS platform can now be extended to more data sources for A/B testing, rich media management for videos, and utilizing Generative AI for Assisted Authoring.

Using a composability approach, the new release reinforces TeamSite as a single CMS platform to be used for websites, portals and a number of other omnichannel digital experiences. The CMS platform utilizes a component, template and hybrid headless architecture that can meet a variety of business and IT needs for flexibility, performance and security.

As part of the OpenText Experience Cloud, TeamSite works seamlessly with other key experience technologies: customer communications, digital asset management, personalization, customer data, A/B testing, notifications, and voice analytics. Read more about the 23.2 Experience Cloud release, the new unified UX, and foundational services, and how they are both extended and powered by TeamSite.

The post What’s new in OpenText Web CMS appeared first on OpenText Blogs.

OpenText™ Core Content Management (Core Content) is a fast-deploying cloud content management solution that delivers simple, agile and secure cloud-based content management. It integrates into crucial business process applications, including SAP® S/4HANA Public and Private Cloud and On-Premise, Salesforce, Microsoft® 365, and Google Workspace to maximize employee productivity, accelerate business processes and enhance governance. OpenText Core Content Management plans now include OpenText Content Aviator GenAI assistant out of the box. A new Premium bundle also includes OpenText Core Capture and OpenText Core Signature. By integrating OpenText Core Process Automation (Core Case Management) customers can further extend the capabilities of OpenText Core Content Management to meet a wide variety of process needs – from case management to intelligent data processing and more. Check out the latest OpenText Cloud Editions (CE) announcement to learn more about the most recent release.   

April 2025: What’s new in OpenText Core Content Management CE 25.2

This release includes the launch of the new JATO user experience, which delivers a refreshed, modern user interface. The new JATO UX allows customers to tailor the UX to their preferences, including selecting from light and dark themes, with additional themes to come. A preview of JATO is offered in CE 25.2, and the full JATO UX is expected in release CE 25.3. Other new features include the launch of a new advanced workflow modeler that enables developers to build more complex workflows incorporating integrations with 3^rd party applications and OpenText APIs, multiple decision points, delayed actions, posting notifications to 3^rd party applications such as Slack or Teams, as well as custom scripting. These can be combined with the existing no-code business workflow modeler to deliver hybrid workflows, enabling OpenText Core Content Management to support more extensive workflow requirements than ever before. This release also includes support for conversational search for related Business Workspaces using OpenText Content Aviator, enabling users to ask questions about content stored in several related Business Workspaces simultaneously. New one-touch Workspace migration ensures that changes made to Business Workspace types or templates are applied automatically to existing Business Workspaces. The Outlook add-in now allows quick access to locations frequently used for saving emails and attachments. Core drive now enables syncing content from the favorites folder to desktop. In addition, dictionary support for picklists is enabled, which allows defining and managing dictionaries for picklists, and reusing them across content metadata. 

What’s new in OpenText Core capabilities for CE 25.2

OpenText Core Process Automation 

Elevate productivity and accuracy with enhanced OpenText Core Capture integration 

OpenText Core Process Automation CE 25.2 now features a deeper integration with OpenText Core Capture to automate ingestion and streamline new process creation. Using the OpenText Core Capture connector, this integration automatically creates a process based on ingested data from common input channels like emails and file uploads. Process fields are auto populated with relevant information and supporting documents are directly attached to the relevant workspace, eliminating manual effort and reducing errors. This feature removes bottlenecks caused by manual data entry, improves accuracy, and increases consistency across workflows. It will boost productivity for knowledge workers in sales, finance, and operations handling high volumes of time-sensitive information from multiple sources by automating intake and speeding up process resolution time.  

OpenText Core Signature

Accelerate the signature process for grouped documents  

OpenText Core Signature CE 25.2 introduces a “Packages” feature that streamlines signing multiple documents. Customers can group up to five documents into a single package and send the package for digital signature. This feature reduces turnaround time by eliminating the need to send and track documents individually. This capability also improves visibility with a single view of all documents in the package and ensures consistency across related files. 

For updates on OpenText Core Capture, read the blog.

February 2025: What’s new in OpenText Core Content Management CE 25.1

This release includes the launch of two new plans: OpenText Core Content Management Express and OpenText Core Content Management Premium. OpenText Core Content Management Express embeds OpenText Content Aviator, a GenAI assistant, as an out-of-the-box feature at no additional cost. OpenText Core Content Management Premium also includes AI-powered SaaS content management along with digital capture and signature capabilities. Both new plans enable customers to manage the full lifecycle of their content with a SaaS solution more easily than ever before. In addition, this release includes two new business scenarios, bringing the total number of predefined configurations available to six. Customers leveraging OpenText Content Aviator can now enable chart generation through interactive chat. SAP DMS users can now integrate SAP DMS documents into OpenText Core Content Management Business Workspaces. Users of the Outlook add-in will see suggested Business Workspace and folder locations, simplifying the process of filing emails. A new review task is enabled in the OpenText Core Content Management workflow feature to facilitate collaboration. Customers can generate a detailed content audit log report to track how and when content is used and can also enable a new notification to receive in-app updates on selected documents and folders.

What’s new in OpenText Core capabilities for CE 25.1 

OpenText Core Process Automation 

Custom connector for seamless information exchange 

Enterprise processes often span multiple business applications like CRM and ERP. Until now, users had to manually update data in both Core Process Automation (Core Case Management) and the corresponding application, leading to inefficiencies and errors. OpenText Core Process Automation CE 25.1 enables customers to build a custom connector for real-time data exchange with enterprise applications, eliminating data silos. This feature automates manual data entry, synchronizes process information across applications, and reduces context switching. Information updates made in business processes instantly reflect in all connected applications and vice versa, ensuring consistency and accuracy. 

OpenText Core Signature  

Email alias for a streamlined experience  

The new email alias for signature requests feature enhances privacy and streamlines communication. Tenant administrators can now configure an alternate email address (alias) for users within their tenant. Instead of using their primary email address, users can send signature requests through the assigned alias. 

All relevant notifications are directed to the email alias, ensuring better privacy and monitoring. 

For updates on OpenText Core Capture, read the blog. 

November 2024: What’s new in OpenText Core Content Management CE 24.4  

OpenText Core Content Management now offers a library of business scenarios for common customer use cases. These predefined, out-of-the-box configurations reduce the time required to configure the solution. Business scenarios for sales, team collaboration, product management, and project management are now available, with additional configurations to come in future releases. In addition, this release includes enhancements for several capabilities. Customers who have enabled OpenText Content Aviator can now search multiple Aviator-enabled Workspaces or documents simultaneously. The OpenText Core Content Management integration with Google Workspace now supports Gmail, enabling users to save emails as well as attachments directly into OpenText Core Content Management. The OpenText Core Content Management integration with Outlook now allows users to auto-generate and insert summaries of selected documents or Workspaces directly into emails, while also sharing a link to the source document. The Microsoft Teams integration now enables previews of Teams files within the native OpenText Core Content Management viewer.

What’s new in OpenText Core Process Automation CE 24.4 

Ready-to-use templates for quick and effective process modeling 

OpenText Core Process Automation CE 24.4 (Core Case Management) now offers ready-to-use templates designed to align with industry best practices, making it easier to quickly model processes for Sales, HR, Procurement, IT, and Legal use cases. 

These templates empower business users to customize workflows and boost productivity without requiring IT support. Fully supported and regularly updated with each software release, these templates help streamline both simple and complex processes, allowing IT to deploy solutions faster and expediting time to value. 

Customers can choose to build case applications using one of the available out-of-the-box (OOTB) templates or create applications from scratch. Additionally, existing OpenText Core Content Management customers can further enhance their experience with starter packs and proven best practices. 

What’s new in OpenText Core Signature CE 24.4 

Enhancement for a streamlined, secure signing experience 

Password attempts: With the latest update, OpenText Core Signature CE 24.4 now strengthens document security by limiting password attempts to five. After five failed attempts, the document automatically locks, and only the signature initiator can unlock it to proceed with the signing process.  

This update not only enhances security by preventing unauthorized access to documents, but it also improves server performance by avoiding an overload of endless password attempts. The document owner gains greater control and visibility, as only they can unlock the document after five failed attempts, ensuring a smoother and more secure signing experience. 

Session time-out for anonymous users: To enhance security, documents will automatically lock for anonymous users after 20 minutes of inactivity. This feature prevents unauthorized access, allowing only those with a password or OTP (as applicable) to regain access, ensuring document protection without impacting ease of use. 

July 2024: What’s new in OpenText Core Content CE 24.3

Functionality enhancements to boost efficiency 

This release includes expanded functionality for multiple features including sharing, the Core Content Outlook add-in, and workflow capabilities. Core Content users can now search in related Business Workspaces. This release also includes updates to sharing functionality. Sharing is no longer restricted to users with full control permissions - users can now share any document they can view. Sharing can also be restricted to permit only named users to receive share links. Users of the Outlook add-in can now bulk file emails directly into Core Content in a single step. Outlook users can also create folders and attach Core Content files directly from within the Outlook add-in. Finally, there are several updates to workflow capabilities. Workflow templates can now include multiple document types, ensuring users don’t need to create the same workflow template for different document types. Task headlines can now include more context, and tasks can be dynamically assigned and reassigned to users based on their role within a Workspace.

What’s new in Core Signature CE 24.3

Enhancements for a more secure and efficient digital signing experience

Session time-out: To prevent security breaches, users will be shown a session expired pop-up after 61 minutes of inactivity. If no action is performed in the minute following the pop up, the user will be automatically logged out of the application. To continue, they will be redirected to the login screen. 

Automatic reminders: Senders now have the flexibility to customize the interval at which automatic reminders are sent to signers for signing the document, ensuring timely completion. 

Find out what’s new in OpenText™ Core Capture. 

April 2024: What’s new in OpenText Core Content CE 24.2

Integration enhancements deliver added functionality

This release includes the launch of a new Outlook add-in for Core Content to allow users to save emails and attachments from Outlook directly into Core Content. Users can also insert links to files stored in Core Content into emails to simplify sharing and collaboration. The integration between Core Content and Google Workspace now includes the option to add files directly from Google Drive to Core Content, as well as the option to start business processes directly from within Google Workspace. The integration between SAP S/4HANA and Core Content has also been enhanced, as S/4HANA users can now integrate ArchiveLink files into Business Workspaces in Core Content.

What’s new in Core Signature CE 24.2

Enhancements to provide a seamless signing experience

Initials: Core Signature Service now allows placeholder for initials besides the regular signature for a streamlined signing experience. Adding initials is a space-efficient, consistent, and industry-compliant solution. This enhancement will benefit customers in HR, legal, procurement, R&D, etc. departments where users are required to add initials along with the existing signature.

Auto-scroll: Avoid interruptions or manual scrolling adjustments required when navigating through a lengthy document with auto-scrolling feature. With auto-scroll, a blue-arrow conveniently guides you to the next placeholder for signature, initials, dates etc. This feature provides a seamless and consistent experience, enhancing efficiency and eliminating manual errors. Focus on the content without missing any area that needs your attention.

You can also find out what's new in OpenText™ Core Capture.

February 2024: What’s new in OpenText Core Content CE 24.1

Improved accessibility support and expanded regional availability

A Voluntary Product Assessment Template (VPAT) was also completed for Core Content. This assessment provides third-party accessibility validation for Core Content. In addition, Core Content and several other Core applications are now available in Australia, with Australian data residency. These include Core Capture, Core Capture for SAP, Core Capture for Salesforce, Core for SAP Success Factors, Core Case Management, Core for Supplier Exchange, and Core Experience Insights.

Facilitate smarter decision-making, drive faster case resolution, and improve customer and employee experiences

In OpenText Core Case CE 24.1 we’ve added a user-friendly no-code form builder that provides business administrators with the flexibility to customize all types of input forms – from the simplest to the highly complex. A new integration between Core Case and Core Capture enables data extracted during the capture process to be automatically applied to new cases as they’re created.

In OpenText Core Signature Service CE 24.1 we’ve added the ability to send a private message to individual signers. The new feature enables the sender to add an additional private note to the individual signers along with the signing request. Also, signature request usage can now be monitored in real time via the Admin center, removing the need to manually track usage.

Find out what’s new in Core Capture CE 24.1 in this blog.

October 2023: What’s new in OpenText Core Content CE 23.4 

New integrations empower users to work smarter  

This release includes a new integration between OpenText Service Management Automation X (or SMAX) and Core Content. This integration will empower service agents and help meet customer expectations for fast, consistent, and hassle-free services by eliminating the need for service agents to switch between applications. The integration will enable service agents to find relevant information, as well as to easily access and manage data (including adding, updating, and deleting) directly from the ITSM system. Integrating SMAX with a SaaS content management solution also safeguards business data in a secure central repository that offers automatic, transparent information governance. This release also includes the launch of OpenText Content Aviator for Core Content. By integrating this AI-powered content management solution with intelligent assistant, customers can embrace new ways to interact with content and extract knowledge. AI-assisted conversational search eliminates manually searching through large volumes of content, while summarization distills complex content into comprehensible summaries, reducing the need for human-intensive effort while boosting productivity and efficiency. In addition, Core Content now integrates with SAP S/4 HANA Private Cloud and On-Premise, including a Business Workspace integration.   

July 2023: What’s new in OpenText Core Content CE 23.3

New features boost collaboration capabilities and target new use cases

This release includes the launch of OpenText™ Core for Google Workspace. This integration allows users to enrich Google Workspace collaboration with enterprise content management and information governance. The powerful combination of Core and Google Workspace will also speed business processes by embedding collaboration and content management into lead applications. Regardless of where users choose to work, Core for Google Workspace will deliver information in context to reduce digital friction and create a seamless digital employee experience. Additionally, users can now leverage document type reporting to simplify data analysis. This new report type allows the tenant admin to export a filtered list of documents including metadata. This feature offers Core Content users enhanced capability to sort, filter, and analyze documents using metadata to gain insight and make informed decisions. Lastly, Core Content, Core for Federated Compliance, and Core Case Management are now available in Japanese.

April 2023: What’s new in OpenText Core Content CE 23.2

Enhancements to boost user productivity

This release incorporates enhanced integration for Microsoft Office 365, allowing users to collaborate in real-time and co-author content stored in Core Content from both the Office Online and Office Desktop applications. Users can now add Core Content as a storage provider in both the Office Online and Office Desktop applications It also offers faster case resolution by allowing users to manage the entire case lifecycle directly within Core Content, eliminating switching between applications. We have also improved capabilities for users working on the go. iOS Mobile users can now scan pages of physical documents and upload them as a single PDF. Android Mobile users can view and edit the properties of each file. Workflow users can now assign approvals to a group rather than adding users one by one. A workflow icon on the document ensures that other users won’t edit while the document is subject to a workflow.

February 2023: What’s new in OpenText Core Content CE 23.1

Enhancements to streamline modern work

This release enhances support for Microsoft Teams by allowing users to upload files into Teams chat and store the files into an attached Core Content Workspace. It also offers enhanced document review and private share capabilities and enhanced configuration and security controls. In the no-code workflow tool, we have added the ability to publish documents to other locations with a new ‘copy’ action. For developers, the release offers new recycle bin APIs and Integration Widget enhancements. Customers who choose Core Content to quickly address new departmental or industry use cases can now leverage OpenText’s global cloud partner ecosystem to purchase, implement and integrate a complete SaaS content services solution, enhanced with integration into other Core capabilities, including Capture, Signature and Case Management. 

October 2022: What’s new in Core Content CE 22.4

Updates for hybrid and remote work environments

This release enables users to edit and co-author Microsoft Office documents directly from their desktops via Microsoft Office Online & Office Desktop. It also simplifies the content production processes with the ability to enable Core Content as a storage provider in Microsoft Office, and offers a new regional deployment in Canada, enabled via Google Cloud Platform.

June 2022: What’s new in OpenText Core Content CE 22.2

User experience enhancements

Enhancements include integration with Microsoft^® Teams to deliver the combination of information management, collaboration, business processes and compliance in one SaaS content services platform, as well as integration with OpenText™ Core Capture to provide a complete intelligent capture solution. This release also enables users to create a shareable link quickly and easily for external collaboration and adds the power to create, manage and apply centralized records policies across the organization.

February 2022: What’s new in OpenText Core Content CE 22.1

Secure e-signature capabilities

Recent enhancements include the integration of OpenText™ Core Signature with OpenText™ Core Content and OpenText ™ Core for SAP Success Factors®, delivering complementary e-signature capabilities to simplify complex business processes and keep approval workflows moving. Enhancements to OpenText™ Core Signature Service offer enhanced control over document forwarding, plus access to a rich set of APIs and tools to customize the user experience while retaining visibility, security, and control.

November 2021: What’s new in OpenText Core Content CE 21.4

Integration with Microsoft Teams and Salesforce

This release introduces integration with Microsoft Teams, giving users the freedom to choose how they want to collaborate on documents with their peers in Teams. It also introduces SaaS content management for Salesforce users via an integration to the Salesforce Sales and Service Cloud. Additionally, deeper integration with Core Case Management enables comprehensive business content management within a single user interface (UI).

April 2021: Introducing OpenText Core Content

Next-generation, SaaS content services platform

OpenText is pleased to introduce OpenText™ Core Content, a next-generation, SaaS Content Services Platform (CSP). Core Content helps organizations quickly manage the content lifecycle around their existing business processes while reaping the simplified deployment, management, and implementation benefits of SaaS.

The first release of Core Content builds on our long-standing, proven partnership with SAP, deeply integrating content management with processes managed in the SAP S/4HANA Public Cloud. Core Content is also able to extend and complement the renowned capabilities of OpenText™ Extended ECM, OpenText™ Content Suite and OpenText™ Documentum™.  

Additionally, users can now pair the comprehensive content management capabilities of Core Content with OpenText™ Core Case Management to accelerate decisions within workflows and capture outcomes using pre-configured templates for common case-based business processes.

The post What’s new in OpenText Core Content Management appeared first on OpenText Blogs.

The Financial Services industry is ripe with untapped potential for Independent Software Vendors (ISVs) looking to expand their offerings and impact. As this traditionally stable sector faces rising pressure to become more dynamic, customer-centric, and agile, ISVs are in a unique position to deliver innovative, tailored solutions—and become part of a joint journey with their clients and prospects.
Driven by digitally savvy consumers, increased competition from FinTechs, and the demand for always-on, personalized services, financial institutions are accelerating their technology adoption. But this shift comes with strict requirements around security, compliance, and governance, creating both challenges and significant opportunities for ISVs.
With the support of OpenText’s OEM Solutions portfolio, ISVs can easily and quickly embed powerful, enterprise-grade capabilities into their financial services focused applications—enhancing value, accelerating go-to-market strategies, and helping clients Banks, Insurance companies, Investment firms and others with confidence and security.
Here are four key areas where ISVs can make an immediate impact within this industry:

1. Streamlining Document-Centric Workflows
Manual document handling continues to slow down operations across the financial industry. From loan applications to client onboarding and insurance claims, paperwork remains a major bottleneck and although most companies have implemented processes and functionalities to accelerate the processing of documentation, there is still a long way for them to fully embrace the benefits of automatic and digital-first solutions that can help them even further.
With OpenText™ Capture and Intelligent Document Processing , ISVs can embed advanced OCR (optical character recognition) and data extraction capabilities directly into their applications. This transforms paper-based and image-heavy processes into streamlined, automated workflows—turning unstructured content into structured, usable data in real time.

By integrating OpenText™ Capture, ISVs can offer clients:
1. Faster credit evaluations
2. Seamless onboarding experiences for new clients
3. Accurate, AI-powered data recognition from IDs and documentation provided at time of applications
4. Reduced manual data entry and human error

2. Enhancing Compliance and Accuracy with Intelligent Document Processing
In financial services, compliance is non-negotiable. Regulatory bodies demand strict controls over how data and documentation are handled, stored, and tracked.  Even internal business units within these institutions demand internal teams to find a solid way to process documentation in such a way that ensures protection from falling into liabilities, legal action or affecting their reputation.
 OpenText™ Capture uses AI and machine learning to automatically classify, tag, and organize documents based on regulatory rules. By embedding this functionality, ISVs can help their clients stay audit-ready—reducing risk and ensuring data governance is built into every process.

Benefits for ISVs and their clients include:

1.Automated regulatory compliance workflows
2.Accurate data capture with full traceability
3.Secure archiving and retention policies
4.Reduced exposure to regulatory fines

3. Turning Data into Actionable Offers with Predictive Analytics
Customer data is an untapped goldmine—if you know how to harness it. One of the biggest challenges for financial institutions is turning fragmented data into targeted, actionable insights that drive engagement and growth. If you think about it, Financial Institutions manage massive amounts of data across their organizations, whether it is credit initiation information, transactional records, claims and investment historical transactions, interaction history via contact centers. digital channels and at branches. This means that making sense and generating value of such a large amount of information can be problematic and, let’s be honest, quite complex.  But it doesn’t necessarily need to be that way.
OpenText™ Analytics Cloud solutions, also available via the OEM portfolio, enables ISVs to build powerful analytics features into their client’s platforms—helping clients consolidate data silos and uncover key trends in customer behavior, churn prediction, and cross-selling opportunities. 

Data Lakehouse & Analytics as well as Business Intelligence, Visualization and Reporting solutions are the core foundations of solutions ISVs can build and help clients achieve:

1.A 360° view of customers across all services
2.Predictive modeling for churn and acquisition
3.Automated report generation for actionable decision-making
4.Up to 70%+ accuracy in cross-sell predictions
5.A measurable increase in per-customer profitability


4. Elevating Customer Engagement with Personalized Communications
In today’s market, customer experience is the new currency. Financial institutions want to build meaningful, consistent, and personalized engagement across channels as a way to better manage relationships with clients and better understand their needs. The presence of multiple channels such as in person, phone calls, e-mails, social media, and several other digital channels, makes the process quite complex, but not when technology can be leveraged to drive a new and improved engagement experience—and ISVs can help them do just that.
Through OpenText™ Experience Cloud, ISVs can embed tools like OpenText™ Contact Center Analytics, OpenText™ Digital Fax Solutions, OpenText™ Core Messaging, and more to help clients communicate more effectively with their customers—wherever they are, and however they prefer. As an example, an Insurance Broker can be ready to reach out to customers at the time of relevant and important milestones, such as the purchase of a property and not only congratulate them for the purchase, but rather provide additional critical information that can elevate the whole experience and generate higher engagement. Providing tips, additional information on related services and even providing access to workshops and webinars related home improvement, can indeed make a substantial difference when personalizing and building meaningful relationships. 

There are several benefits of OEM-ing the services of the Experience Cloud Solutions, but some of the most relevant are:

1.Personalized and timely client communications
2.A quiet seamless creation of Omnichannel engagement strategies
3.AI-powered content recommendations
4.Scalable personalization using OpenText Experience Aviator – via the use of generative AI

All the capabilities highlighted on this document, can help financial institutions transform customer interactions into loyalty-building experiences—something ISVs can deliver as a turnkey enhancement.

The Takeaway for ISVs
Financial institutions are actively seeking innovative solutions that solve complex, real-world problems—but they don’t want to build them from scratch. This is where ISVs, backed by OpenText OEM Solutions, can shine. By embedding ready-to-use, enterprise-grade functionality, ISVs can:

-Speed up product development
-Differentiate their offerings
-Ensure compliance and scalability and
-Unlock new market opportunities in banking, insurance, and fintech

The demand is there. The pain points are real. And the tools to help are ready.

Partner with OpenText OEM Solutions to help financial institutions navigate digital transformation—smarter, faster, and more securely. For more information, visit our website or contact us at oem_global_sales@opentext.com

The post Unlocking Opportunities in the Financial Services segment appeared first on OpenText Blogs.

OpenText™ offers several SaaS information capture applications that leverage continuous machine learning to enable intelligent document processing and accelerate information routing to the right users and systems: OpenText™ Core Capture, OpenText™ Core Capture for Salesforce® and OpenText™ Core Capture for SAP® Solutions.

April 2025: What’s new in OpenText Core Capture CE 25.2

OpenText™ Core Capture

Increase admin efficiency with large language models (LLM)-created profiles

• Automatically identify and label key data fields using Google^® Vertex AI to configure CML.
• Benefit from LLMs without your data being used to train the models, whether you upload a blank or completed sample document.
• Save time and reduce the need for experts by eliminating the need for administrators to manually create the information extraction profiles used by continuous machine learning (CML).

Complex backgrounds and mobile images

• Expand the actionable data available and improve accuracy with enhanced processing of mobile-captured images and inbound documents that have complex and colorful backgrounds.
• Reduce manual validation and empower continuous machine learning with the additional extracted data.

OpenText™ Core Capture for SAP^® Solutions 

Train the capture accuracy using historic data

• Start with a significantly higher recognition rate for header fields, for invoices or sales orders, by pre-learning from the information in documents that you posted in the past.
• An easy-to-use SAP Fiori application allows the user to select the documents based on multiple selection criteria.

For more information about OpenText CE 25.2, check out the release notes on OpenText MySupport.

January 2025: What’s new in OpenText Core Capture CE 25.1 

OpenText™ Core Capture 

Microsoft^® 365^® PowerPoint^® and Excel^® files 

• Increase actionable data from information capture by adding new supported document formats to your workflows. 
• Automatically process inbound Microsoft 365 PowerPoint and Excel files for classification and data extraction. 

Separation of Classify and Extract in workflows 

• Design workflows that only need classification or extraction. 
• Route documents or batches to different task owners for classification issues or extraction issues.  
• Choose new option to send email notifications when a task is assigned and routed. 

OpenText™ Core Capture for Salesforce^® 

Flow configuration for validation tasks

• Automatically create tasks in Salesforce only for items requiring data validation, streamlining your workflow. 
• Enable Administrators to more easily assign validation tasks to Business Users.

Simplified human-in the-loop validation UI

• Display all Salesforce Validation Rule issues simultaneously, improving error visibility and resolution efficiency. 

For more information about OpenText CE 25.1, check out the release notes on the OpenText MySupport Portal. 

November 2024: What’s new in OpenText Core Capture CE 24.4

OpenText™ Core Capture 

Expand information capture with Microsoft 365 Word 

• Increase actionable data from information capture by adding new supported document formats to your workflows.
• Process inbound M365 Word documents and rich text format (RTF) files for classification and data extraction. 

Control access and privileges with task permissions 

• Enhance control over business processes by customizing which screens and actions human-in-the loop users can perform. 
• Increase productivity by eliminating unnecessary clicks through workflow steps that are not required. 

OpenText™ Core Capture for Salesforce^® 

Boost efficiency and accuracy of data extracted from tables 

• Improve user experience by allowing Salesforce Business Users to validate the content of tables against the original document within the Salesforce UI. 
• Accelerate data processing through autocomplete functionality. 

OpenText™ Core Capture for SAP^® Solutions  

Expand the documents processed by information capture  

• Extract data from documents that have up to 1,000 pages 
• Automate time-consuming data entry, such as in retail and logistics 

Streamline capture of dates 

• Specify dates as week or month automatically with machine learning  
• Eliminate the need for human intervention to manually enter weeks or months  

For more information about OpenText CE 24.4, check out the release notes on OpenText MySupport. 

July 2024: What’s new in OpenText Core Capture CE 24.3

OpenText™ Core Capture  

Extract accurate checkbox data automatically with continuous machine learning

Accelerate business processes by leveraging AI for data accuracy from structured forms.

Brand the web UI with no coding required

Keep your brand in front of users by customizing the header with your company name and logo. 

For more information about OpenText CE 24.3, check out the release notes on OpenText MySupport.

May 2024: What’s new in OpenText Core Capture CE 24.2

OpenText™ Core Capture  

Email ingestion from Google 

Expand information capture with email ingestion from Google. 

• Discover new content for information capture with automated monitoring of Gmail mailboxes. 
• Automatically ingest the email body and attachments for automated recognition and export into content platforms such as OpenText™ Core Content, OpenText™ Extended ECM or OpenText™ Documentum™.   

OpenText™ Core Capture for Salesforce® 

Accelerated Salesforce data capture validation 

Improve Sales & Service operational workloads by automating processes involving data capture validation tasks through tight integration to Salesforce Flows 

• Accelerate customer data verification tasks: Provides fast visual highlights in documents, and one-click correction options in case of incorrectly recognized or unmatched data  
• Eliminate costly data errors: Business users can review the original document and the extracted data as it matches to Salesforce objects and fields directly within the Salesforce UI 
• Improved Salesforce data quality: Ensures that the Salesforce data extracted from the documents reflects the original information provided on the documents 
• Explore this solution on the Salesforce AppExchange 

OpenText™ Core Capture for SAP® Solutions 

Eliminating the need to operate and scale own servers. Benefits include:

• Run up to 15 SAP background tasks that send requests in parallel
• Receive extraction results faster than ever

Extracting new Chinese electronic invoice forms. Benefits include:

• Extract the fully digitalized e-fapiao and the e-fapiao new type of invoice
• Recognize general and special Value Added Tax (VAT) forms
• Read, use and transfer the content of QR codes

For more information about OpenText CE 24.2, check out the release notes on OpenText MySupport. 

February 2024: What’s new in OpenText Core Capture CE 24.1

OpenText™ Core Capture

No-code custom workflows

Increase employee efficiency by ingesting new content with workflows that you configure.

• Eliminate the need for business users to wait by processing large batches of documents in the background.
• Expand automation by routing high-confidence documents to the next downstream process step, and only routing the documents that need attention to the human-in-the-loop validation UI. 
• Administer workflows by monitoring workflow instances from a single page, regardless of ingestion source.

Microsoft 365 Outlook support

Expand information capture channels by adding automation to the processing of email content.

• Discover new content for information capture with automated monitoring of Microsoft® 365 Outlook mailboxes.
• Automatically ingest the email body and attachments for automated recognition and export into content platforms such as OpenText™ Core Content, OpenText™ Extended ECM or OpenText™ Documentum™.  

For more information about OpenText Core Capture CE 24.1, check out the release notes on OpenText My Support.

October 2023: What’s new in OpenText Core Capture CE 23.4

OpenText™ Core Capture

Expanded annotations 

Improve team collaboration and reviewer efficiency with new reviewer actions available directly from the web user interface:

• Add stamps and comments to documents
• Make annotations from the Review step of the capture process

PDF compression added to Core Capture API

• To increase efficiency in the cloud, there is a new Core Capture profile to help compress the size of PDF files, particularly full-color PDFs. Users may experience compressions ranging from 2x to 10x reduction in file size*.

* Compression results are impacted by multiple factors; results may vary.   

For more information about OpenText CE 23.4, check out the release notes on OpenText My Support.

July 2023: What’s new in OpenText Core Capture CE 23.3

OpenText™ Core Capture

Manual redactions and annotations via web UI

• Help mitigate data privacy risks by applying redactions when reviewing extracted text.
• Improve team collaboration by adding highlights and notes (annotations) to captured content.

Postal address recognition using continuous machine learning

• Process documents faster with new continuous machine learning for postal addresses that automatically selects the correct address when multiple addresses are in a document.    

Arabic support: UI localization, capture and extraction

• To improve the user experience for employees who are responsible for administration or data validation, the Core Capture user interface is now localized for Arabic.
• To expand the documents that can be classified and extracted, Arabic is fully supported, including the creation of text-searchable PDF files and document classification/data extraction.

For more information about OpenText CE 23.3, check out the release notes on OpenText My Support.

April 2023: What’s new in OpenText Core Capture CE 23.2

OpenText™ Core Capture

Integration to Documentum with REST services

• For seamless integration, there is a new REST-based exporter so that OpenText™ Documentum™ users no longer need to use the generic CMIS export to send documents and metadata from Core Capture to Documentum. 
• To help speed-up process automation, the new exporter is compatible with OpenText™ Documentum™ D2 and can trigger Documentum D2 workflows.

PDF compression added to Core Capture API

• To increase efficiency in the cloud, there is a new Core Capture profile to help compress the size of PDF files, particularly full color PDFs. Users may experience compressions ranging from 2x to 10x reduction in file size*.

* Compression results are impacted by multiple factors; results may vary.    

Hebrew support: UI localization, capture and extraction

• To improve the user experience for employees who are responsible for administration or data validation, the Core Capture user interface is now localized for Hebrew.
• To expand the documents that can be classified and extracted, Hebrew is fully supported, including the creation of text-searchable PDF files and document classification/data extraction.

OpenText™ Core Capture for Salesforce®

Recently we launched OpenText™ Core Capture for Salesforce® which is custom built for Salesforce to capture documents and data to accelerate Salesforce processes.

Automated data processing for Salesforce document capture

• To provide a central configuration point so that Salesforce business Admins will not need to manually configure the mapping of a returned data field to a field in Salesforce for each Flow, the enhanced Data Mapper and Data Inserter provides automated extracted data processing integrated into Salesforce Flows

OpenText™ Core Capture for SAP® Solutions

Machine learning for semi-structured content  

• To increase AP productivity, new machine learning capabilities with improved data matching algorithms provide higher out-of-the-box recognition for business entity determination.

Validation team collaboration

• For better user experience,the Fiori Validation allows flexible document processing according to user filter and order settings with the ability to save and share views with validation team members (requires OpenText Vendor Invoice Management for SAP Solutions CE 23.2).

Smart configuration per business partner

• To increase performance, the new feature enables customers to skip line-item extraction for an IES profile (requires OpenText Vendor Invoice Management for SAP Solutions CE 23.2). Per business partner, a smart algorithm automatically determines if line-items are required depending on invoice type.

For more information about OpenText CE 23.2, check out the release notes on OpenText MySupport.

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