OpenText eDOCS

Supergood | OpenText eDOCS API

Alex Klarfeld

Alex Klarfeld

— 6 min read
Supergood | OpenText eDOCS API

Programmatically access matter workspaces, documents, emails, versions, profiles, and permissions in OpenText eDOCS with a stable REST API. Supergood builds and operates production-grade, unofficial eDOCS integrations so your team can automate legal document workflows without heavy custom engineering.

Plain English: OpenText eDOCS is document and email management software used by large law firms and corporate legal teams to store, organize, search, and secure matter-centric content with rigorous version control, audit trails, and ethical walls. An unofficial API lets you pull workspace and document lists, profiles, versions, and security—and push new documents, metadata updates, and check-in/out actions tied to your matters.

For a tech company integrating with eDOCS—especially a legaltech startup that already fits into iManage-heavy workflows—this means you can synchronize matters/workspaces, ingest document profiles and content, push AI-generated drafts into the right folders with correct metadata, maintain version history, and respect ethical walls. You can build features like cross-DMS knowledge search, automated drafting and filing from your app, email capture and threading, and unified dashboards that reconcile matters across iManage and eDOCS during migrations or for multi-DMS firms.

What is OpenText eDOCS?

eDOCS (https://www.opentext.com/products/edocs-document-management) is a document and email management platform tailored for professional services and public sector organizations, with deep adoption in law firms and corporate legal departments. It centralizes content into matter-centric workspaces, enforces security and ethical walls, and integrates with Microsoft Office and Outlook.

Core product areas include:

  • Document & Email Management (matter-centric workspaces, folders, filing from Outlook)
  • Versioning & Collaboration (check-in/out, version history, compare, comments)
  • Metadata & Profiles (client/matter, doc type, author, keywords, custom fields)
  • Security & Ethical Walls (access groups, need-to-know, audit trails)
  • Search & Knowledge (full-text index, saved searches, filters, facets)
  • Records Management (retention schedules, legal holds, disposition)
  • Integrations & Mobility (Office add-ins, InfoCenter UI, connectors)

Common data entities:

  • Workspaces/Matters (workspaceId, clientId, matterId, name, status, practice group)
  • Folders (hierarchy within a workspace: pleadings, correspondence, research)
  • Documents (docId, title, docType, extension, version, author, created/modified)
  • Emails (messageId, subject, from/to/cc, sentAt, attachments, filed location)
  • Versions (versionNumber, checkedOutBy, updatedBy, versionNote, timestamps)
  • Users/Groups (userId, roles, ethical wall groups, teams)
  • Security Policies (ACLs, ethical walls, visibility flags)
  • Audit Events (who did what, when, before/after metadata)

The eDOCS Integration Challenge

Turning a portal-centric DMS into API-driven automation presents challenges:

  • Authentication & SSO: Many deployments sit behind SAML/ADFS or Azure AD with MFA and short session lifecycles
  • Metadata governance: Profiles (client, matter, doc type, author) require validation against firm taxonomies and libraries
  • Check-in/out semantics: Locks, local edits, and concurrent users require conflict-aware versioning and idempotency
  • Security & ethical walls: Access must reflect need-to-know boundaries and dynamic ethical walls across matters
  • Library segmentation: Multiple cabinets/libraries per region or business unit complicate queries and migrations
  • Outlook-driven flows: Email filing and thread linkage often originate from desktop add-ins, not web APIs
  • Large files & long jobs: Brief banks, scans, and productions demand chunked uploads and async processing

How Supergood Creates eDOCS APIs

Supergood reverse-engineers authenticated browser flows and network interactions (e.g., InfoCenter) to deliver a resilient API endpoint layer for your eDOCS tenant.

  • Handles username/password, SSO/SAML/OAuth, and MFA (SMS, email, TOTP) securely
  • Maintains session continuity with automatic refresh and change detection
  • Normalizes workspaces, documents, versions, folders, and users with consistent schemas
  • Aligns with customer entitlements, ACLs, and ethical walls to ensure compliant access
  • Supports high-volume uploads with chunking and background job tracking for large files

Use Cases

Matter-Centric Automation for Legaltech

  • Create and update workspaces as matters open or change in your practice management system
  • Push AI-generated drafts into the correct workspace/folder with validated profiles
  • Capture emails and attachments with thread linking and apply matter metadata automatically

Cross-DMS Interop With iManage

  • Map iManage workspaces to eDOCS workspaces for bi-directional sync during migrations or hybrid environments
  • Normalize profiles (Client/Matter/Doc Type/Author) across systems and keep versions aligned
  • Provide a unified knowledge search that respects each platform’s permissions and ethical walls

Knowledge & Search-Enriched Experiences

  • Index document profiles and full-text for semantic or clause-based retrieval inside your app
  • Enrich profiles with classifications (e.g., agreement subtype, governing law) and write back safely
  • Build matter timelines and binders by assembling documents and emails from multiple sources

Records, Holds, and Audit

  • Apply retention categories and legal hold flags from your system-of-record
  • Capture check-in/out events, rationale, and approver information for defensible audit trails
  • Export immutable audit logs per matter for client reporting and QA

Available Endpoints

Authentication

POST /sessions: Establish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/SAML/OAuth when enabled. Returns a short-lived auth token maintained by the platform.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "mfa": { "type": "totp", "code": "123456" }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_edcs_4f20a1",
    "name": "Associate Attorney",
    "libraries": ["NYLIB", "GLOBAL"],
    "entitlements": ["workspaces", "documents", "versions", "search"]
  }
}

POST /sessions/refresh: Refresh an existing token to keep sessions uninterrupted.

Workspaces

GET /workspaces: List matter workspaces with filters for client, matter, status, and update windows.

Query parameters

  • clientId: string
  • matterId: string
  • status: active | closed | archived
  • library: cabinet code (e.g., NYLIB)
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • search: free-text across workspace name/description
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "workspaceId": "wsp_7f3b21",
      "name": "Acme v. Zenith (Litigation)",
      "clientId": "ACM001",
      "matterId": "LIT-2025-0198",
      "status": "active",
      "library": "NYLIB",
      "practiceGroup": "Litigation",
      "openedAt": "2025-09-14T15:03:22Z",
      "updatedAt": "2026-02-15T09:11:04Z",
      "owners": [{"userId": "u_edcs_4f20a1", "name": "Associate Attorney"}]
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

Documents

POST /documents: Create a new document in a workspace/folder with validated profile metadata. Supports large-file uploads via an upload token obtained from a separate signed upload initiation call.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/documents \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "workspaceId": "wsp_7f3b21",
    "folderPath": "Pleadings/Complaints",
    "fileName": "Complaint_v3.docx",
    "uploadToken": "upl_3a92bf",
    "profile": {
      "clientId": "ACM001",
      "matterId": "LIT-2025-0198",
      "docType": "Pleading",
      "authorId": "u_edcs_4f20a1",
      "keywords": ["TRO", "breach of contract"],
      "comments": "AI-generated first draft for partner review"
    },
    "security": {
      "visibility": "team",
      "groups": ["LIT-NY-TEAM-A"],
      "ethicalWalls": ["ACME_CORP"]
    }
  }'

Example response

{
  "docId": "doc_54a0d9",
  "version": 1,
  "title": "Complaint_v3.docx",
  "extension": "docx",
  "workspaceId": "wsp_7f3b21",
  "folderPath": "Pleadings/Complaints",
  "profile": {
    "clientId": "ACM001",
    "matterId": "LIT-2025-0198",
    "docType": "Pleading",
    "authorId": "u_edcs_4f20a1"
  },
  "security": {"visibility": "team"},
  "createdAt": "2026-02-20T12:33:10Z"
}

Versions & Check-In/Out

POST /documents/{docId}/checkin: Check in a new version of an existing document. Supergood handles lock acquisition and conflict checks, returning an error if another user holds the checkout.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/documents/doc_54a0d9/checkin \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "uploadToken": "upl_92c10f",
    "versionNote": "Partner edits applied; added jurisdiction section",
    "profileUpdates": {
      "keywords": ["TRO", "breach of contract", "jurisdiction"],
      "comments": "Redlines accepted after review"
    },
    "keepCheckedOut": false
  }'

Example response

{
  "docId": "doc_54a0d9",
  "version": 2,
  "checkedInAt": "2026-02-20T13:02:44Z",
  "checkedInBy": {"userId": "u_edcs_4f20a1", "name": "Associate Attorney"},
  "versionNote": "Partner edits applied; added jurisdiction section",
  "profile": {
    "docType": "Pleading",
    "keywords": ["TRO", "breach of contract", "jurisdiction"]
  }
}

Get full API Specs →

Technical Specifications

  • Authentication: Username/password with MFA (SMS, email, TOTP) and SSO/SAML/OAuth where enabled; supports service accounts or customer-managed credentials
  • Response format: JSON with consistent resource schemas and pagination across modules
  • Rate limits: Tuned for enterprise throughput while honoring customer entitlements and usage controls
  • Session management: Automatic reauth and cookie/session rotation with health checks
  • Data freshness: Near real-time retrieval of workspaces, documents, versions, and security mappings
  • Security: Encrypted transport, scoped tokens, and audit logging; respects eDOCS ACLs and ethical walls
  • Webhooks: Optional asynchronous delivery for long-running workflows (e.g., large-file processing, bulk workspace sync)

Performance Characteristics

  • Latency: Sub-second responses for list/detail queries under normal load; large uploads use chunking with background commit
  • Throughput: Designed for high-volume document creation and profile updates across active matters
  • Reliability: Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
  • Adaptation: Continuous monitoring for UI/API changes with rapid adapter updates

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your modules, libraries, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened eDOCS adapter tailored to your workflows, profiles, and ethical walls.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as eDOCS evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which eDOCS modules can this integration cover?

Supergood supports workflows commonly used by legal teams, including Document & Email Management (workspaces, folders, documents, versions), Search & Profiles (metadata, filters), and Security & Audit (ACLs, ethical walls), subject to your licensing and entitlements. We scope coverage during integration assessment.

Q: How do you handle SSO/MFA for automation?

We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/SAML/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling and monitoring for session expiry.

Q: Can you interoperate with iManage?

Yes. Many firms use iManage and eDOCS across regions or during migrations. We map workspace identifiers and profile fields (Client/Matter/Doc Type/Author) across systems, synchronize versions where appropriate, and enforce each platform’s permissions and ethical walls. Your app can present a unified experience without forcing users to switch DMS.

Q: How are check-in/out conflicts handled?

We attempt safe lock acquisition, surface who holds the checkout if locked, and support idempotent check-ins with version notes. You can choose to keep the document checked out after check-in or release it.

Q: Do you support large files and email filing?

Yes. We provide chunked uploads with resumable tokens for large documents and attachments. For email, we capture message headers, link threads, and file to the correct workspace/folder with validated profiles.

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