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Email2EDI and Fax2EDI

Get faster order processing and improved visibility over the entire trading community

Still receiving business documents via email or fax? Many small and medium-sized businesses (SMBs) simply don’t have the resources or IT capacity to exchange business documents with you in your preferred format. Avoid the tug of war over how these documents are exchanged and turn those orders, invoices and other common business documents into data without additional data entry, and without requiring small business partners to change their business processes.

OpenText™ Email2EDI and OpenText™ Fax2EDI transform emailed and faxed forms to data—eliminating manual paper handling and re-keying and resulting in significant reductions in error-related losses and administrative costs.


Email2EDI and Fax2EDI provide increased automation and accuracy to help:

  • Increase connectivity with SMB partners in trading partner communities
  • Populate source data into the OpenText Trading Grid or any business system
  • Monitor all transactions from a single source for increased visibility
  • Accelerate time and quality of ERP investments

OpenText Email2EDI and Fax2EDI - How it works

OpenText Email2EDI and Fax2EDI - How it works


Document and character recognition

Leverage the most advanced document and character recognition capabilities available with OpenText™ Capture Center to transform email and fax documents into useable data in required formats, such as EDI and XML.

Business rules

Business rules help drive what happens when data on a business document is missing or incorrect. OpenText works with organizations to define those rules and improve processing on a higher volume of documents, while reducing the number of exceptions to act on. If the document can’t be processed, an exception workflow will be created to decide how to handle it.

Self-service validation

A self-validation web client allows users to correct errors as they occur and train the system to gradually improve its capture and transformation capabilities. Self-service validation has dramatically increased the breath of characters it recognizes, making it a perfect tool for specialized industries with uncommon symbols or characters.

Multilingual capabilities

The solutions provide automation for emails and faxes in multiple languages. OpenText systems support 70+ language and character sets due in large part to the self-validation web client.