Digital onboarding

Digitally connect with 100% of trading partners for optimal business process efficiency and improved insight

To optimize transaction intensive business processes, 100% of trading partners, including suppliers, customers, carriers and banks, must send and receive structured digital content. Even companies who have digitized their own Procure-to-Pay or Order-to-Cash processes are still held back by their business partners’ technical limitations.

OpenText™ Business Network offers solutions to help companies achieve full community digitization. With a full suite of digital onboarding solutions, OpenText helps enable 100% trading partner digitization, from vendor and supplier onboarding to Corporate-to-Bank connectivity.

One digital ecosystem for trading partners

Bridge the digital supply chain gap: How-to tips for digital collaboration with non-digital trading partners

Read the eBook

What is digital onboarding?

Digital onboarding is the process of digitizing transactions with trading partners. A typical trading partner community contains a mix of large, medium and small businesses. While larger business partners likely have the technology and budgets to trade electronically, small to medium-sized businesses (SMBs), often nearly 80% of the community, may not. Digital onboarding helps connect these companies so organizations can fully optimize operations and increase customer satisfaction with greater automation, less manual processing and fewer errors. Digitized transactions across the community offer greater insight into business process performance and help mitigate risk and identify opportunities.

Digital onboarding benefits

Optimize business processes

Eliminate error-prone and resource-intensive manual fax and email processing. Automate workflows to streamline and improve key business processes.

Improve transaction visibility

Integrate data across Procure-to-Pay and Order-to-Cash processes for deeper insights into transactions and business process performance.

Improve business agility and accommodate growth

Increase digitization for greater agility to meet changing business demands, without drastically shifting resources or hiring new personnel.

Expand efficiencies with value-added services

Leverage integrated Software as a Service (SaaS) applications, including OpenText™ Active Orders and OpenText™ Active Invoices with Compliance, improve business process collaboration and efficiency.

Increase customer satisfaction

Reduce errors, increase turnaround time and respond faster to customer demands.

Digital onboarding solutions

  • Secure web forms

    OpenText™ Intelligent Web Forms offers easy to use online secure web forms, similar to their paper equivalents, with self-service features.

    Connect to smaller suppliers

  • Partner file transfer

    OpenText™ Core for Trading Grid transfers partner files into back-end systems using a simple and secure, drag and drop folder-based application.

    Ease digital adoption

  • Email and fax conversion to EDI

    OpenText™ Email2EDI and OpenText™ Fax2EDI use machine learning to capture data in business documents and convert email and fax to EDI or XML.

    Transform content to EDI

  • Secure web forms

    OpenText™ Intelligent Web Forms offers easy to use online secure web forms, similar to their paper equivalents, with self-service features.

    Connect to smaller suppliers

  • Partner file transfer

    OpenText™ Core for Trading Grid transfers partner files into back-end systems using a simple and secure, drag and drop folder-based application.

    Ease digital adoption

  • Email and fax conversion to EDI

    OpenText™ Email2EDI and OpenText™ Fax2EDI use machine learning to capture data in business documents and convert email and fax to EDI or XML.

    Transform content to EDI

  • File transfer service

    OpenText™ File Transfer Service allows companies to easily and securely exchange any type of non-EDI business document among trading partners.

    Extend collaboration

  • Supplier portal solution

    OpenText™ Supplier Portal enables simplified and secure access to enterprise information by diverse supplier networks.

    Secure supplier collaboration

  • Trading Partner Discovery

    OpenText Global Partner Directory offers filtered searches on criteria, such as ethical practices, and self-service connection within Trading Grid.

    Search for new Trading Partners

Digital onboarding solutions

Secure web forms

OpenText™ Intelligent Web Forms offers easy to use online secure web forms, similar to their paper equivalents, with self-service features.


Connect to smaller suppliers

Partner file transfer

OpenText™ Core for Trading Grid transfers partner files into back-end systems using a simple and secure, drag and drop folder-based application.


Ease digital adoption

Email and fax conversion to EDI

OpenText™ Email2EDI and OpenText™ Fax2EDI use machine learning to capture data in business documents and convert email and fax to EDI or XML.


Transform content to EDI

File transfer service

OpenText™ File Transfer Service allows companies to easily and securely exchange any type of non-EDI business document among trading partners.


Extend collaboration

Supplier portal solution

OpenText™ Supplier Portal enables simplified and secure access to enterprise information by diverse supplier networks.


Secure supplier collaboration

Trading Partner Discovery

OpenText Global Partner Directory offers filtered searches on criteria, such as ethical practices, and self-service connection within Trading Grid.


Search for new Trading Partners

One digital ecosystem for trading partners

Bridge the digital supply chain gap: How-to tips for digital collaboration with non-digital trading partners.

Read the eBook

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