Applications built on Content Manager
Turn a register, shared inbox or document-heavy process into an application with an interface designed for the people who use it. Connect records, workflow, signatures and reporting according to the agreed design.
Check licensing, information flows, permissions and upgrade tests before building. Explore applications built on Content Manager (page awaiting publication).
Customisations and extensions
Shape workflows, filing rules, reports and integrations around the way your organisation works. Depending on the product version and supported interfaces, the scope may include client extensions, event-driven processing and logic around record types or metadata.
Confirm the supported software development kit and service interfaces for your environment. Compatibility needs testing before an upgrade.
Custom and complex migrations
Plan for legacy TRIM or HP Records Manager structures, file shares, SharePoint collections, dataset consolidation or a move from another records system. Agree source-to-destination mappings, validation and reconciliation so the team can account for the migration.
SmartMove supports bulk import with metadata. OpenText Voltage Data Security Platform can support discovery and review within an agreed scope; custom mapping or processing is assessed against your sources and destination requirements.
Commercial add-ins
Start by checking whether an existing product addresses the problem. SmartTools includes tools for bulk import, location management, disposal workflows, PDF conversion, links and bundling. DocuSign for Content Manager connects electronic signing with the records system.
Licensing, supported versions, product support and any plan inclusions need to be confirmed in the written offer.
Data Security Platform extensions
Discuss detection rules for your identifiers or protective markings, repository mappings, Content Manager target metadata and automation around supported interfaces. Feasibility depends on the selected components, deployment, versions, permissions and available integration options.
Review and authorise proposed actions. Retention rules, holds and exceptions still apply to any disposal workflow. Explore OpenText Voltage Data Security Platform.