OpenText Exstream Interactive Correspondence for Content Server

We provide end-to-end implementation, customization,
professional services, training and maintenance services

 

 


What is OpenText Exstream
Interactive Correspondence for Content Server?

 

OpenText Exstream Interactive Correspondence for Content Server is a flexible module that allows generating template-based documents in Content Server on an ad hoc basis for any use case, such as letters, license agreements, quotations, offers, product fact sheets, and other documents. The documents can be integrated into a specific workflow and adjusted to any horizontal or vertical business requirement. A template may contain static and dynamic data. The dynamic data type allows users to automatically update personalized data, such as name, address, etc from leading business systems. 

 


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OpenText Exstream Interactive Correspondence for Content Server Functionality Overview

Document Creation

With the Interactive Correspondence module, users can create new documents in Content Server by selecting a document type and template, naming the document, editing the content as needed, and saving it.

Document Version Creation

Users can regenerate documents by creating new document versions, applying category changes, editing existing texts, and adding new texts and images. All changes can be previewed directly in OpenText Content Server.

Documents and Templates Tracing

With Exstream Interactive Correspondence for Content Server, it’s very easy to trace a specific template used by a specific document, or to trace all documents based on a specific template.

 

 

OpenText Exstream Interactive Correspondence for Content Server Use Case Example

OpenText Exstream Interactive Correspondence for Content Server Use Case Example

Kevin works as a customer sales representative at a software company. Kevin’s company uses Interactive Correspondence for contract management.

 

  • Creating a new license agreement
    Kevin must prepare a new license agreement for an existing customer. In Content Server, Kevin locates the Contract Binder containing the customer’s contracts.

    When adding the license agreement, Kevin selects the template and document type, names the document, edits the content, and saves it to the Content Server.

    In the document preview, Kevin can preview and further enhance the license agreement. For example, he can add texts from the legal department, update editable texts, and add new texts for this specific agreement. When Kevin saves the document, a new version of the license agreement is added to the Contract Binder.

 

  • Regenerating a license agreement
    If required, Kevin can update the license agreement later and create a new version. For example, if the IT department has updated the template, Kevin can regenerate the license agreement and create a new version based on the updated template.

 

Please note: this is only an example of a use case. Ecodocx can help your team to implement any workflow with any type of document. Other examples of usage scenarios include generating invoices, statements, offers, quotations, product fact sheets, and HR documents such as promotion letters and contracts.

 

 

 

Related Product Pages

 

SAP Document Presentment by OpenText laptop

SAP Document Presentment by OpenText
Supporting the generation and multi-channel distribution of a large variety of printed or electronic documents directly from SAP applications.

SAP Document Presentment Live by OpenText on computer screen

SAP Document Presentment Live by OpenText
Providing an add-on on top of OpenText Document Presentment that enables integration into SAP Sucess Factors, SAP Fiori/ SAP Hybris for on-demand document generation.

OpenText Exstream (formerly StreamServe & HP Exstream Dialogue) on screen

OpenText Exstream (formerly StreamServe & HP Exstream Dialogue)
Enabling businesses to control the content, format, delivery channel, time and logic of each customer-facing document.

 

 

 

OpenText Exstream Interactive Correspondence
for Content Server Services

 

We provide services for all versions of OpenText Exstream. But before providing any service, we work with you to clarify your objectives. We help you define the requirements you must meet, including those related to your scope, budget, and schedule. We explore multiple and agile ways to solve your problem and help you decide which solution is best.

OpenText Exstream services

Advisory and Consulting Services

Need some advice on your existing OpenText Exstream (or former versions, e.g., StreamServe, CCE, or Exstream Dialogue)? Do you have a concern, or would you simply like to hear the feedback from a professional service provider? We offer advisory sessions as a yearly subscription service or a one-time service.

 

OpenText Product Training

Our team provides general and custom training sessions for all Exstream versions, transferring knowledge and sharing best practices. We also do OpenText crash courses for business and technical users and administrators. Your team can get training at your location, at our locations in Europe, or remotely during WebEx sessions.

 

 

OpenText Exstream Support & Management

Successfully implementing OpenText Exstream is only half the battle. The real challenge is to maintain, support, and adapt the solution, its projects, and processes to the changing business and regulatory requirements.

We not only build new solutions from scratch, but we also support existing projects and solutions as well. We help our customers to manage existing projects in OpenText Exstream, implement new projects, stay compliant, reduce downtime, improve stability, and keep things running smoothly.

End-to-End Project Development

Need to do an OpenText Exstream project, but don’t have the needed expertise in-house? No problem, we’ve got you covered. We provide a wide variety of services, including business analysis, project blueprint, time schedule, architecture design, installation and configuration, integration with third-party software, professional services, testing, custom programming, staff training, go-live support, and post-go-live support.

OpenText Product Version Upgrade

Running on an unsupported version of OpenText StreamServe, CCE or Exstream Dialogue, or xPression? We can help you upgrade and migrate your existing projects to maintain an optimal IT infrastructure that supports core business functions.

We also upgrade your existing OpenText Exstream processes and templates (including StoryTeller, PageOut, xDesign, Exstream Design Manager and Designer).

Team Augmentation

We can augment your in-house team’s manpower for short- or long-term engagements. We provide OpenText Exstream customers with the expertise, skills, and co-development teams needed to achieve organizational goals and save time. Working on-site or remotely, Ecodocx engineers adapt to your environment without disrupting the workflow.

Integration with OpenText Products

We provide a full range of services for OpenText products typically used with OpenText Exstream (StreamServe), such as OpenText Extended Enterprise Content Management for SAP Solutions (xECM), OpenText Archiving and Document Access for SAP Solutions (ADA), RightFax, and EasyLink. 

Integration with Third-party Products

Having deep knowledge of the workflows and best practices in different verticals (utility (SAP IS-U), banking (SAP Banking), insurance (SAP Insurance & Guidewire), distribution (SAP SCM), telecom (SAP Ericsson LHS BSCS and SAP IS-TELCO), manufacturing (Infor/Lawson M3)), we offer custom solutions to meet your business needs.

 

 

 

 

Looking for a piece of advice on your OpenText Exstream products?

Schedule a free of charge advisory and consulting session with one of Ecodocx’s experts

 

Learn more about our advisory services