Let’s be honest—work isn’t slowing down. Expectations keep rising, inboxes keep filling, and disconnected tools keep piling on. You're asked to move faster, do more, and stay sharp… all while navigating a sea of tabs, systems, and files. 

There’s no shortage of AI tools promising help. But most fall short: too generic, too risky for company data, or simply unreliable.

If you’ve ever thought, "There’s got to be a better way,” you’re not alone.

That’s why we built OpenText™ MyAviator – a secure, enterprise-ready personal AI assistant that actually works for you.

Imagine your workday like this instead...

 With OpenText MyAviator, it’s simple. Upload your documents—reports, transcripts, spreadsheets, anything—and just ask.

“Help me prep for my customer meeting.”
 “Summarize this compliance doc.”
 “Draft a briefing from last week’s call.”

In seconds, you get relevant, actionable answers – minus the AI hallucinations or security risks. No prompt engineering.  No need to cross-check. Just clear results that help you move faster and smarter.

Need to translate a document or redact sensitive info? One click. Too much to read? Generate a podcast and listen on the go.

That means you get more done in less time without the noise, the risk, or the rework. That’s a smarter workday with OpenText MyAviator, designed to make your life easier and your outcomes stronger.

Meet OpenText MyAviator: A personal AI assistant that actually works for you

Most AI tools aren’t built for the enterprise. OpenText MyAviator is.

It’s secure by design, works out of the box with your OpenText products, and is available wherever you work—web or mobile. Just ask in everyday language and let it do the rest:

• Natural language search and summaries
   Ask questions like, “What were last quarter’s SLA violations?” or “Summarize these 10 case files.”
• Cross-format intelligence
   Analyze PDFs, transcripts, spreadsheets, even video files—in any format, in any language.
• Smart meeting support
   Upload transcripts and get instant action items, highlights, and follow-ups.
• Built-in tools that save time
   Redact PII, translate documents, generate FAQs, prep briefings, or convert dense reports into podcasts.

It’s powerful, personal, and built for everyday productivity.

Value you can see (and feel)

Most public AI tools come with more risk than reward. You end up rewriting, double-checking facts, worrying about data privacy, or just abandoning them altogether.

OpenText MyAviator is built differently to meet the needs of real work:

• Works with what you have: Supports all kinds of files and formats, from documents to videos and beyond
• Ready to go: Built-in tools to remove sensitive info, translate, summarize, and transcribe
• Secure and private: Backed by decades of OpenText experience in keeping enterprise data secure and compliant, the AI doesn’t “learn” from your data

 Real productivity for real work

OpenText MyAviator supports knowledge workers across functions:

• A financial analyst can turn spreadsheets into summaries in seconds.
• A customer support lead can auto-generate FAQs from case histories.
• A field engineer can convert equipment manuals into quick-reference guides.
• A legal team can summarize contracts, redact sensitive content, and prep case files—without switching tools.

From project managers to HR, from marketing to compliance, anyone buried in content can use MyAviator to cut through the noise and focus on what matters.

Why now?

The demand to do more in less time isn’t going away and not all AI tools are up to the task. If they can’t fit your workflow, protect your data, or deliver reliable results, they’re just adding noise.

OpenText MyAviator bridges the gap. It helps you:

• Make confident decisions by cutting through the clutter
• Save hours of manual work every week
• Stay compliant with built-in redaction and privacy controls
• Work smarter, wherever work happens

Let’s put AI to work for you

OpenText MyAviator isn’t just another AI add-on. It’s a personal, secure, always-on assistant to help you and your teams work faster, smarter, and more confidently.

Want to see it in action?

Sign up to get OpenText MyAviator access or meet us at OpenText World 2025 to connect with our AI experts and learn how we’re transforming enterprise work – one personal AI assistant at a time.

The post Meet your secure personal AI assistant appeared first on OpenText Blogs.

The word “limitless” isn’t just a tagline—it’s a promise. A promise that technology, when thoughtfully applied, can remove the barriers that once held businesses back. For customers, “limitless” means more than speed or scale. It means possibility. It means potential. It means power—reimagined.

At its core, being limitless is about empowering people to do more than they ever thought possible. It’s about giving every employee a digital teammate: a digital knowledge worker that automates tasks and amplifies human capability. These AI-powered assistants don’t replace people—they elevate them. They summarize complex documents in seconds, organize meeting notes, surface insights from oceans of data, and even anticipate what’s needed next. They are always on, always learning, and always ready to help.

This is the new way to work. And it’s already here.

Free up teams with AI

Customers who embrace this shift are seeing real results. They’re using agentic AI to automate workflows, offload repetitive tasks, and accelerate decision-making. They’re freeing up their teams to focus on what matters most: creativity, strategy, and innovation. In doing so, they’re not just working faster—they’re working smarter.

But limitless isn’t just about what AI can do. It’s about what customers can become when they trust their information is secure, governed, and accessible. That’s why information management is the foundation of the limitless digital workforce. When data is centralized, connected, and protected, AI can be applied with confidence. Insights flow freely. Decisions get sharper. And transformation becomes inevitable.

The numbers back it up. According to recent research[i], 77% of organizations are already using AI in some form—and those with mature implementations are seeing measurable gains in customer experience, IT performance, and productivity. These early adopters aren’t just ahead of the curve—they’re redefining it.

Create the digital knowledge worker

So what does “limitless” mean for your business?

It means reimagining your workforce—not as a collection of roles, but as a dynamic ecosystem of human and digital collaborators. It means giving every department—from sales and support to HR and finance—the tools to move faster, think bigger, and deliver more. It means turning information into action, and action into advantage.

It means your company, your potential—limitless.

At OpenText, we’ve spent over 35 years building the digital platform for knowledge workers. Today, we’re helping our customers create the digital knowledge worker of the future. Because we believe technology should always elevate human potential. And we believe the future of work isn’t just digital—it’s limitless.

[i] Foundry MarketPlace survey commissioned by OpenText, Information Management for an AI-Driven Future, June, 2025

Read more blogs from the Limitless series:

Limitless: What it means for productivity

Limitless: What it means for innovation

Limitless: What it means for integration

Limitless: What it means for peace of mind

The post Limitless: What it means for modern customers in an AI-first world appeared first on OpenText Blogs.

IT leaders are stuck between a rock and a hard place. They need to give employees the right technology to make them more productive, but at the same time they must follow corporate mandates to cut costs. How do you do both at once?

This paradox has become one of the defining challenges for today’s IT leaders. The old playbook of throwing more resources at productivity problems doesn’t work anymore. Today's CIOs need to find innovative ways to unleash human potential while optimizing investments.

AI to the rescue

AI isn't just about automation—it's about intelligently amplifying human work. AI for business tools can reduce the time employees spend on routine tasks while improving the quality of their output.

For example, customer service teams equipped with AI assistants can handle more complex inquiries without increasing headcount. Software developers using AI agents can write better code faster, reducing both development time and bug-related costs. Marketing teams can leverage AI to personalize campaigns at scale, improving ROI while reducing manual effort.

Watch this video to see more examples of AI productivity in action.

Adopting AI can help unify fragmented data and cut decision-making times. Breaking down data silos through data unification not only trims inefficiencies but also saves significantly on storage costs.

Scale smart in the cloud

Cloud plays a role here, too. Moving to the cloud means shifting from capex to opex models so costs can be aligned more closely with actual business needs. During busy periods, resources scale up automatically. During downturns, costs scale down proportionally. What’s more, moving to the cloud can simplify operations and consolidate applications for better efficiency and security while kicking workflows into high gear.

Not there yet? Take our short cloud migration readiness questionnaire to see what your next steps should be.

The CIO's paradox isn't insurmountable—it's an opportunity to demonstrate strategic value using the right technology that drives both efficiency and effectiveness. Learn more about how OpenText and better information management can help you meet your goals.

Read other blogs in the What's keeping CIOs up at night? series:

• Part 1: Owning the AI agenda

The post What’s keeping CIOs up at night? Part 2 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.

Software is the engine of innovation, but even the most brilliant ideas can falter without a smooth, efficient development process. That's where developer experience takes center stage.

Developer experience is more than just happy developers; it's about empowering them to build extraordinary things. It's about removing roadblocks, fostering collaboration, and providing the tools and environment they need to thrive.

Why the developer experience matters more than ever

Think of your developers as elite athletes. To perform at their peak, they need the right training, equipment, and support system. A poor developer experience is like forcing them to run a marathon in flip-flops – frustrating, inefficient, and ultimately detrimental to their performance.

A superior developer experience , on the other hand, unleashes their full potential. This translates to

• Faster time to market: Streamlined workflows, automated processes, and collaborative tools accelerate development cycles, enabling you to deliver innovative solutions ahead of the competition.
• Elevated code quality: Happy, empowered developers write better code. With the right tools and support, they can focus on crafting elegant, robust solutions that delight users and drive business value.
• Increased developer retention: Top talent is a precious commodity. A positive developer experience  fosters a sense of purpose and satisfaction, making your organization a magnet for the best developers and reducing costly turnover.

OpenText: Your partner in developer experience excellence

OpenText offers a comprehensive suite of developer experience solutions designed to elevate your developer experience and fuel your software development success.

1. OpenText™ DevOps Cloud: Empower developers in the cloud

This cloud-based AI DevOps platform provides a unified environment for development, testing, and deployment, eliminating the friction of juggling disparate tools.

• Integrated toolchain: Connect all phases of your software delivery lifecycle (SDLC) and consolidate your tools into a single, holistic platform.
• AI-powered automation: Free your developers from tedious tasks with AI-driven test automation and intelligent assistance.
• Seamless collaboration: Foster a culture of shared success with integrated tools that break down silos between development, testing, and operations teams.
• Performance optimization: Equip your developers with performance engineering tools to proactively identify and address bottlenecks, ensuring your applications perform flawlessly under pressure.

2. OpenText™ Functional Testing: Shift-left with confidence

Integrate automated testing early in the development cycle and empower developers to catch bugs sooner, reducing costly rework and accelerating delivery.

• AI-driven testing: Simplify test creation and maintenance with AI-powered tools that learn and adapt to your application.
• Codeless automation: Make test automation accessible to all developers, regardless of their testing expertise.

3. OpenText™ Performance Engineering: Build for scale and performance

Ensure your applications can handle the demands of real-world usage with comprehensive performance testing and analysis tools.

• Real-world simulation: Simulate user traffic and load conditions to identify performance bottlenecks before they impact your users.
• Continuous performance feedback: Integrate performance testing into your CI/CD pipeline for continuous feedback and optimization.

4. OpenText™ Software Delivery Management: Orchestrate your development lifecycle

Manage your entire software development lifecycle from a single platform, streamlining workflows and fostering collaboration.

• Agile and DevOps support: Embrace Agile and DevOps methodologies with tools that support iterative development and continuous delivery.
• End-to-end visibility: Gain complete transparency into your development process, enabling data-driven decisions and continuous improvement.

Embrace the future of developer experience with OpenText

The future of software development belongs to those who prioritize developer experience. OpenText is your partner in building a developer-centric culture that fosters innovation, accelerates delivery, and drives business success.

Ready to unleash the full potential of your development team?

Explore OpenText DevOps solutions or contact an OpenText expert today!

The post How to not burn out your developers: Optimize the developer experience  appeared first on OpenText Blogs.

Today, the question for most organizations is no longer “Should I deploy AI?” but “How should I deploy AI?” As the benefits of AI become more tangible, that question gets easier to answer—every way you can.

But that’s just the first in a long list of questions that come to mind regarding AI. And, as with innovative technology of the past, everyone is looking to the CIO for answers.

It’s a tricky place to be for IT leaders. Given AI’s potential to drive innovation and efficiency, the stakes are high. As the overseers of information technology strategy, CIOs have the responsibility—and the opportunity—to align AI initiatives with broader business objectives. That’s important, since all eyes will be on AI projects to gauge the concrete benefits and return on investment they bring. 

To align AI projects with expected benefits as well as business goals, it’s worth it to first take a step back and evaluate what you need from AI.

Everyday AI

If you’re looking to improve employee productivity and gain operational efficiencies, everyday AI might be the best place to start. These projects take advantage of AI to automate tasks such as searching documents, summarizing content, and recommending next actions.

Here are some examples of how AI can automate tasks in different areas of an organization:

• Sales account executives: Accessing account-related information (open opportunities, order history, campaigns), viewing customer documents, and gathering information before engaging with customers.
• Customer service representatives: Accessing order information, determining order status, communicating with customers about order status, and accessing documents and data from other systems.
• Sales order specialists: Reviewing contracts and sales orders, uploading final contracts, viewing contract information, and accessing related sales orders.
• Legal counsel: Browsing contracts and sales orders, accessing the latest contract versions, and viewing order fulfillment information.
• Product specialists: Assisting with resolving customer support cases by assembling information and accessing relevant product documentation.

Check out this list of AI use cases for more examples of how you can apply everday AI to business challenges.

Game-changing AI

Maybe you’re ready to swing for the fences with game-changing AI that can have a greater impact on the business, such as discovering new revenue opportunities or completing multi-step processes.

For more strategic uses and to explore the next phase of AI, read this blog to learn about OpenText™ Titanium X (CE 25.2). This latest upgrade helps organizations create digital knowledge workers—AI agents that perform tasks and extend the capabilities of human teams. Together they create a new digital workforce that will unlock human potential and productivity.

For an in-depth example, watch this video that demonstrates how OpenText™ Content Aviator saves time and improves service at an insurance company by expediting customer claims processing.

You can see more OpenText Aviator demos here.

What’s next for AI?

What about the future of AI—where is the technology going? What’s real and what’s hype? How do you keep up? Explore perspectives about the impact of AI in the latest ebook by Mark J. Barrenechea, OpenText CEO & CTO, Business at the Speed of AI.

AI-driven information management helps you make the most of your organization’s most valuable asset—information. Learn more about maximizing its value by reimaging information with OpenText. 

Read other blogs in the What's keeping CIOs up at night? series:

• Part 2: Reducing costs while improving employee productivity

The post What’s keeping CIOs up at night? Part 1 appeared first on OpenText Blogs.

Information plays an important role in an organization’s success—in fact, it’s likely your most valuable asset. Companies that effectively harness the power of information can more readily unlock new business opportunities, gain competitive advantages, and streamline operations. From supporting decision-making to driving innovation, how you manage your information can have a significant impact on your company’s future.

As an IT leader, you're responsible for navigating the complex landscape of managing and leveraging information to maximize its value. That’s not easy, given how much information is generated, collected, and stored these days. You need the right technologies to help you successfully optimize your information—efficiently, safely, and at scale.  

Enter information management

Comprehensive information management solutions offer the tools you need to extract full value from your information. They feature innovative technology such as:

• AI to automate how you handle information and to draw insights from it
• End-to-end security to protect your—as well as your customers’—information
• Reliable, highly available cloud platforms so you can quickly and safely scale as your information stores grow
• Content management to ensure your information is well-organized and data governance so it complies with regulatory requirements
• Customer experience tools that mine information to improve loyalty and product development

 Start here

Organizations that don’t prioritize how they collect, manage, and secure information are at risk of losing out to competitors that do. Where is your organization on this journey to superior information management? Take this short assessment to find out where you stand and how you can improve.

The post Are you making the most of your information? appeared first on OpenText Blogs.

As someone who has spent over two decades in the energy sector before joining OpenText as an Industry Strategist, I've witnessed first hand the operational challenges faced by energy and resources corporations that have root causes stemming from inadequacies in information management.

Today, I'm excited to share how organizations across utilities, oil and gas, chemicals, metals and mining, and engineering and construction can leverage information management to achieve $1 billion in operational savings over the next decade, using the same strategies OpenText employs.

Our approach combines innovative technology solutions with operational excellence to transform IT cost structures while enhancing productivity and elevating human potential across the enterprise.

The Unique Challenges Facing Energy and Resources Organizations

Energy and resources companies operate in an environment of volatile commodity prices, stringent regulatory requirements, complex asset management needs, and increasing pressure to improve safety while maintaining profitability. Many organizations in this sector struggle with:

1. Aging infrastructure requiring significant maintenance resources
2. Siloed data systems
3. Complex document management requirements for regulatory compliance
4. Complex supply chains and B2B ecosystems that play a key role in keeping assets running for longer
5. High costs and safety risks associated with field and facility operations
6. Increasing cybersecurity threats to critical infrastructure

These challenges create significant operational inefficiencies that directly impact the bottom line.

At OpenText, we've developed a blueprint for using our own portfolio of information management solutions to transform operations, optimize systems, and simplify complexity. 

This blueprint can be used by organizations across the energy and resources sector to unlock measurable value – like $1 billion in savings over the next 10 years and perhaps even more.

The Five Pillars of $1 Billion in Savings

OpenText recently announced an ambitious initiative to achieve $1 billion in operational savings over the next decade by leveraging our own software solutions. This strategy is built around five key areas that are particularly relevant to energy and resources corporations:

Data Center Consolidation and Cloud Optimization

For energy companies managing operations across multiple locations, consolidating data centers and optimizing cloud environments can yield approximately 15% of total savings. This represents about $160M in savings in our plan to reach $1B in savings. By migrating from fragmented, on-premises systems to unified cloud platforms, companies can reduce infrastructure costs while improving data accessibility and security for both office and field personnel.

Systems and Tools Rationalization

Many energy corporations operate with dozens of disconnected systems accumulated through years of operations and acquisitions. CIOs are prioritizing consolidation by rationalizing these systems – which represents the largest savings opportunity at 35% of potential cost reduction. This amounts to about $375 million in savings for OpenText and likely even more for many companies across the energy and resources sector.

Companies can eliminate redundancies and create a unified operational view that supports better decision-making across the entire asset lifecycle and supporting business functions.

Process Improvement, Automation and AI

Asset intensive operations involve thousands of repetitive processes that are ideal candidates for automation.  Our belief is that with cloud, security, and AI anything that moves, including information, can now be autonomous. By implementing intelligent process automation and AI-driven workflows, companies can achieve approximately 15% of their total savings. While freeing highly skilled workers to focus on safety and value-added activities instead of routine, and error prone tasks.

Employee Productivity and Efficiency Improvements

Facility operations across the energy and resources sector often suffer from information delays and communication challenges. Digital solutions that connect field and facility workers with real-time information and collaboration tools can drive approximately 25% of potential savings through improved workforce productivity and reduced downtime.

Cost Avoidance Through Proactive Management

Proactive management of assets and operations can help energy companies avoid approximately 10% of costs. By implementing predictive maintenance and other information management solutions, organizations can prevent costly equipment failures, operational disruptions, and safety incidents before they occur. Just as all safety accidents are preventable, so are other business challenges using information management best practices and technologies.

The Path Forward

By following OpenText's blueprint for saving $1 billion in cost savings, companies across the entire energy and resources sector can achieve similar transformative savings while positioning themselves for sustainable growth into the future.

To learn more about how your organization can leverage OpenText solutions to achieve substantial operational savings, visit How to save $1 billion the OpenText Way and sign up for a Professional Services Workshop.

How can OpenText work with you?

Learn more about OpenText solutions for Utilities, Chemicals, Oil and Gas, Metals and Mining and Engineering, Procurement and Construction that can help you work smarter in 2025 and beyond.

The post How to Save $1B for Energy and Resources Corporations the OpenText Way 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.

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.