Many business process steps involve the handling of documents by an enterprise system, be it via the generation of output documents, the ingestion of documents from business partners or other sources, or by using externally-maintained documents in transactions. Documents are typically seen as unstructured or semi-structured information and consume significantly more storage than transactional data inside the ERP system's database. Both of these characteristics make management inside the ERP database an unwise choice, especially when running on HANA which is relatively expensive on a per-gigabyte basis. It is thus advisable to use a document management system that is separate to the database of the ERP system. Due to the different use patterns involved, a single solution or system will likely be insufficient to support all. Hence this document will recommend a document management solution for each based on a qualitative analysis of the most feasible options in the market.
The overarching recommendation is to use the native SAP BTP-based Forms Service for document generation, and the OpenText suite of products for document management. Different OpenText products are recommended for different document management patterns:
| Number | Pattern | Recommended solution |
|---|---|---|
| 1 | Generation of output documents | SAP BTP Forms Service by Adobe |
| 2 | Archival storage of output documents | SAP Archiving and Document Access by OpenText |
| 3 | Ingestion and processing of external documents | SAP Invoice Management by OpenText |
| 4 | Referencing external documents in transactions | SAP Extended Enterprise Content Management (xECM) by OpenText |
For document generation, the BTP Forms Service is the sole future-proof solution offered by SAP following the planned obsolescence of NetWeaver ADS (Adobe Document Services) in 2027. Several technically viable options exist for each of the other use patterns, including some native SAP offerings, but no single solution is able to address all of them well. Recommending the OpenText suite of products thus minimises overall complexity by limiting the number of vendors involved, and reducing technical complexity via reuse and integration of some technical components common to multiple OpenText products. As SAP's preferred partner in the document management space, OpenText is not only on SAP's price list, but also operationally integrated into RISE, with SAP able to support the required connectors and add-ons within the scope of RISE technical managed services.
While OpenText may not represent an ideal strategic partner, it remains a mature and proven solution with a track record across many SAP implementations and a significant pool of experienced consultants. In contrast, SAP’s BTP-native services in this space are still emerging, offer often limited functionality, and a roadmap that is not overly deep. Given the need for stability in document management, and the relatively low strategic business value impact of this area for Syensqo, the pragmatic course is to continue with OpenText in the near term. This approach balances reliability with the flexibility to revisit BTP-native options as they mature, ensuring that implementation risk is addressed without diverting focus from the higher-value transformation priorities of SyWay.
Document Management is a broad topic with a large set of different use cases that could conceivably be included in the discussion. To provide focus and ground the discussion in the requirements specific to the SyWay solution, the following four use case patterns have been developed. Each of these represent a different way in which the SyWay solution will interact with documents, and each may have a different recommended solution:
| Pattern | Description |
|---|---|
| 1: Generation of output documents | Generation of output documents, in the format of a PDF file, from data inside the database of S/4HANA. This covers both printing to document (e.g. delivery documents, invoices), as well as generation of PDF for digital distribution (e.g. to send purchase orders to suppliers via email, or to attach PDF documents to electronic invoices lodged with relevant government authorities). Label printing is treated separately and is the subject of KDD043. Generation of Safety Data Sheets from data inside SAP EHS or Product Compliance is assumed to continue to require SAP WWI (Windows Wordprocessor Integration) due to the incomplete implementation of SDS authoring capabilities in S/4HANA Product Compliance, and significant existing base (400,000+ templates) of SDS templates. See also KDD037. |
| 2: Archival storage of output documents | Documents generated by a process inside S/4HANA and associated with a business transaction or records inside S/4HANA may need to be stored for some time to meet regulatory or audit requirements. Due to their size and static nature, storage inside the HANA database must be avoided. |
| 3: Ingestion and processing of external documents | Documents are generated externally by business partners of Syensqo in a format that is not under the control of Syensqo, and are received as an input into a process being executed inside an SAP product. These documents may need to have information extracted from them, e.g. OCR performed on an invoice which is received as an arbitrary PDF or image. |
| 4: Referencing external documents in transactions | Documents that are stored and maintained in an external document management system, and referenced in a specific SAP transaction. Unlike the archival pattern, documents have a lifecycle independent of that of the associated SAP transaction and are maintained, approved, and updated independently of any one SAP transaction. Service manuals referenced by a Plant Maintenance work order is a common example of this pattern. |
The following additional requirements are imposed on a solution for any of the above patterns:
This section considers each pattern separately, as different products target each of the different use cases.
This pattern covers the generation of output documents, in the format of a PDF file, from data inside the database of S/4HANA. This pattern covers both printing to general office printers (e.g. delivery documents, invoices), as well as generation of PDF for digital distribution (e.g. to send purchase orders to suppliers via email, or to attach PDF documents to electronic invoices lodged with relevant government authorities).
The generation of labels during the manufacturing or logistics processes is treated separately due to the highly specialised nature of these outputs, including the highly variable formats of the labels themselves, and tight integration into manufacturing processes and MES systems. Generation and output of labels is treated separately in KDD043 - Approach to Labelling. SAP's WWI (Windows Wordprocessor Integration) for the generation of Safety Data Sheets from data in SAP EHS or Product Compliance cannot be avoided due to the incomplete implementation of SDS authoring capabilities in S/4HANA Product Compliance, and significant existing base (400,000+ templates) of SDS templates. See also KDD037. |
Option 1A: SAP NetWeaver Adobe Document Services (ADS)
SAP NetWeaver Adobe Document Services (ADS) is the on-premises form-processing engine embedded into SAP NetWeaver Java. It enables the design and rendering of both interactive and static PDF forms directly from ABAP-based applications, and providing its output to the SAP spool system or as a PDF file. Generation of static PDFs does not attract any additional licensing fees. As of 2025, this technology is in productive use at Syensqo, however its reliance on the NetWeaver Java stack, which is due to exit mainstream maintenance in December 2027, limits its usefulness for the greenfield SyWay program.
SAP BTP Forms Service by Adobe is the cloud-hosted counterpart to NetWeaver ADS, running on SAP Business Technology Platform. Templates for both static and interactive forms are created using the same LifeCycle Designer tool also used for ADS, but are uploaded into a BTP service hosted by SAP. SAP S/4HANA or other systems then interact with APIs provided by the BTP service to invoke a rendering service that turns data, provided in the API call, into rendered PDF documents without the need to maintain any additional servers. Generation of documents attracts usage fees on a per-document basis however these costs are minimal (€9.80 per 1000 invocations). RISE also includes 200,000 invocations per month at no additional charge.
This pattern covers documents that are generated by a process inside an SAP system (as per Pattern 1), and which thus are associated with a business transaction inside an SAP system, may need to be stored for some time to meet regulatory or audit requirements. Due to their size and static nature, storage inside the HANA database must be avoided. As a result only options which store the document outside of the HANA database are considered here.
The BTP Document Management Service is SAP's first-party, cloud-native document repository supporting versioning, metadata tagging, and access control, and storing documents in SAP-managed infrastructure. BTP DMS is a primarily "headless" application with only a rudimentary user interface; the application is primarily designed to be used via APIs from custom-developed applications. BTP DMS uses the CMIS protocol for integration; like its predecessor ArchiveLink, this provides for durable links between transactions and database records inside an S/4HANA system, and the associated documents stored in BTP DMS. Documents stored in BTP DMS can technically be accessed directly, provided that the document ID is known. However BTP DMS does not provide fine-grained authorisation controls and instead primarily relies on the authorisations of the S/4HANA system: The system design assumes that only users authorised to access a particular record in S/4HANA (e.g. a specific purchase order) are able to retrieve the document IDs associated to that record, and thus are able to retrieve the documents from BTP DMS.
SAP Archiving and Document Access by OpenText ("SAP ADA") is a hybrid solution composed of an add-on inside S/4HANA and a cloud component hosted by OpenText. It builds on the ArchiveLink interface to create durable links between transactions and records inside an S/4HANA system, and the associated documents stored in the OpenText cloud. ArchiveLink has been in place for decades and thus provides more than 200 integration points into core SAP functionality and transactions, meaning that a broad range of application functions can access this service to store and retrieve documents in a manner that is transparent to the user. The storage system supports automated lifecycle policies, and full-text indexing for fast search (provided that Business Object metadata is synced to ADA). Traditional ArchiveLink products (e.g. OpenText Archive Server) are "headless" and thus offer no mechanism for users to securely access documents without first opening the SAP object (such as a delivery) that generated the document. SAP ADA provides its own user interface inside S/4HANA which allows users to centrally access documents they are authorised to see, without first having to find and open the record which generated the document.
Arcana provides a cloud-native document storage and archiving service compatible with both SAP ArchiveLink and SAP's new CMIS protocol, and is tightly integrated into Azure. Arcana's solution is deployed using a serverless architecture directly into the customer's Azure Subscription and thus allows documents to be stored inside the customer's in-cloud security boundary, using customer-controlled encryption keys. It is designed for highly-regulated environments which place a premium on data residency and control of encryption, and ensures that only the customer can decrypt documents stored using its solution. Arcana is a "headless" application which does not provide a user interface. The design of the integration assumes that only users authorised to access a particular record in S/4HANA (e.g. a specific purchase order) are able to retrieve the document IDs associated to that record, and thus are able to retrieve the documents via the CMIS API from Arcana.
SAP Information Lifecycle Management (ILM) is SAP's tool for the central governance of data retention, archival, and secure deletion of documents for highly regulated companies. It can enforce legally compliant retention rules, automate disposition processes, and record detailed audit logs on access, modification, and deletion. Based on NetWeaver, it will exit mainstream maintenance in December 2027 and is thus not a suitable option for SyWay.
SAP Content Server is an on-premises repository server which stores files in a file system rather than a database. It is tightly integrated with the SAP ArchiveLink API which allows the SAP S/4HANA application to maintain a tight link between a transactional record in the SAP database tables, and associated documents stored in Content Server. As of 2025, this is pre-existing technology at Syensqo, however the product is somewhat dated and has not been actively developed by SAP for some time. When associated with S/4HANA, Content Server is theoretically supported until 2040, but Syensqo IT plan to deprecate it in 2026 due to its age.
This pattern covers scenarios where documents are generated externally by business partners of Syensqo in a format not under the control of Syensqo, and are received as an input into a process being executed inside an SAP product. These documents may need to have information extracted from them, e.g. OCR performed on an invoice which is received as an arbitrary PDF or image. Regardless of processing, they must be stored as immutable attachments to the transaction inside the SAP system (e.g. attached to an AP invoice).
OpenText Information Capture Core is the cloud-based OCR and document-recognition service used by Vendor Invoice Management (the preferred invoice management application). However the service is not exclusive to processing invoices and can be configured to process any other kind of document by parsing it, extracting recognisable tokens which match a pre-configured pattern (e.g. a SKU), and creating machine-processable content from documents. It provides a level of machine learning to continuously refine detection and parsing rules, and avoid the creation of fixed-format parsing rules. SAP's Invoice Management solution provides a large number of pre-defined processing rules which would not otherwise be available for documents other than invoices, such as purchase orders received from customers. However using the service and some custom logic inside S/4HANA, it would be possible to build a bespoke solution that reuses components of the Invoice Management framework.
The SAP BTP Document Information Extraction Service is a first-party offering build by SAP and hosted inside BTP. It supports processing of unstructured and semi-structured documents to extract certain elements, attributes, and structured data such as rows from a table, into machine-processable formats using both template-based and AI-driven extraction processes. SAP delivers a handful of pre-trained models for common document types (invoices, delivery notes, purchase orders), though anecdotal experience suggests these are best seen as examples demonstrating product capability, than production-ready components.
Azure AI Document Intelligence is a native Azure service that applies machine learning to identify and extract structured data like text, key-value pairs, or rows in a table, from documents and forms. It offers pre-built models for common document types (invoices, receipts, etc.), and supports the creation of custom models that can be refined using provided form layouts in order to better recognise formats commonly used by important business partners of Syensqo. Information extracted from input documents is presented in a machine-processable JSON format that includes confidence scores to support exception management, such as when information can only be parsed incompletely. Rather than a complete application which can be integrated out-of-box with SAP S/4HANA, this should be regarded as a foundational building block which, together with Azure functions, Logic Apps, and other Azure components, can be assembled into a functional system using development effort.
Due to KDD056 - Invoice Management with S/4HANA recommending the use of SAP Invoice Management by OpenText over competitor products like ReadSoft Process Director, the evaluation here did not consider enterprise application vendors other than OpenText as viable options due to the duplication and likely commercial disadvantages.
Hyperscalers such as Google Cloud Platform and AWS also offer document ingestion services comparable to Azure AI Document Intelligence (e.g. Amazon Textract, AWS Intelligent Document Processing, GCP Document AI), but these were excluded due to low perceived differentiating factors as compared to Azure's service, and Syensqo's overall direction towards greater use of Azure services.
This pattern covers scenarios in which one or more documents are stored or maintained in an external document management system, and those documents must be referenced from specific SAP transactions. Unlike the archival pattern (Pattern 2), the documents in this scenario have independent lifecycles - they are not generated by the S/4HANA transaction, nor do updates cease when the associated transaction in S/4HANA is completed. Instead, they are authored, versioned, and managed externally, but must have a specific version of them associated with a particular transaction or master data object in SAP for operational or compliance purposes. A typical example are service manuals, technical specifications, or standard operating procedures that must be referenced within Plant Maintenance work orders, Quality Notifications, or Production Orders. In this pattern, direct end user interaction with the documents is as important as the user's interaction with the associated S/4HANA transaction.
OpenText Extended ECM (xECM) for SAP provides bi-directional integration between S/4HANA and OpenText’s content management platform, so that business objects in S/4HANA are linked to workspaces and folders in the OpenText repository, enabling contextual access to documents and metadata both from within SAP transactions and from the OpenText web UI. Documents stored in OpenText follow their own lifecycle, including version control, review and approval workflows, and retention schedules. Configuration can be template-based and remains independent from the associated SAP records. xECM includes a Business Workspace model that maps SAP business objects to document containers, enabling end users to access relevant documentation from within the S/4HANA UI without embedding the documents in the HANA database. Workspaces can be programmatically created from configuration templates based on events inside S/4HANA, facilitated by an add-on installed into S/4HANA. xECM supports hybrid and cloud-native deployment models and OpenText remains a key partner of SAP, with xECM being re-sold by SAP on its price list, and certified for deployment inside RISE.
Microsoft SharePoint Online offers a cloud-based document management platform with solid capabilities for version control, access permissions, co-authoring, and metadata tagging. While SharePoint is not natively integrated into SAP transactions in the same way as OpenText xECM, integration to SharePoint's REST API via custom integration or partner solutions such as AQI Pro, would allow S/4HANA applications to programmatically create and access documents and metadata, or attach reference links to the relevant records inside S/4HANA. Documents remain fully managed within SharePoint, following independent lifecycles, workflows, and permissions. SharePoint supports document IDs which are independent of the name or location of a document, this ensuring durable links to the associated SAP transaction can be maintained. Versioning, access control, and lifecycle policies are handled by SharePoint's permission model, and if needed, documents can be surfaced contextually inside Fiori screens using lightweight UI enhancements. This solution is compatible with SAP’s clean core principles, leverages tooling which Syensqo will anyways move towards in the future, but does not provide the deeply embedded and mature experience of xECM. Custom logic to ensure consistency of links and metadata between systems will doubtless be required.
RegDOX Secure Data Room is a cloud-based secure document repository designed for organizations handling export-controlled, classified, or otherwise highly sensitive information already in active use by Syensqo's Composite Materials business unit. Similarly to SharePoint, no native first-party integration exists, but RegDOX APIs could be used to build providing programmatic means to store, retrieve, and reference documents from S/4HANA transactions. RegDOX supports immutable document identifiers which remain constant even when the name or location of a file is changed, thus providing a durable reference point from S/4HANA transactions. All document lifecycle management - including version control, approval workflows, access rights, watermarking, and audit logs - is managed within RegDOX in accordance with its compliance-driven architecture. While RegDOX does not currently offer an SAP-certified connector equivalent to xECM, its strong emphasis on compliance and secure storage, and its existing presence inside Syensqo, resulted in its inclusion in this evaluation.
SAP Build Work Zone, advanced edition, can act as a UI front-end for SAP BTP Document Management Service or Microsoft SharePoint. Work Zone advanced edition provides a basic UI for interaction with the underlying document storage service, to which it integrates via APIs. Although well-aligned with SAP clean-core principles, the use of the Advanced Edition of Work Zone does not align with the recommendations of KDD036, requires Syensqo-managed integration of a complexity comparable to the "direct" integration with SharePoint of Option 4B without many obvious benefits over the native SharePoint UI. It was thus seen as unnecessarily complex and not investigated in further detail.
Option 1B - SAP BTP Forms Service by Adobe - is the clear preference based on the analysis below.
Option 1A | Option 1B SAP BTP Forms Service by Adobe | |
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Option 2B - OpenText Archiving and Document Access - is the recommended solution due to its functional richness, its end-user interface that can be used to directly access and navigate the archive store, and overall maturity.
Option 2A | Option 2B SAP Archiving and Document Access by OpenText | Option 2C Arcana Cloud Archive | |
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Option 3A - OpenText Information Capture Core - is the recommended tool for ingestion and recognition of externally-generated documents such as invoices in the SyWay solution. Although document recognition is rapidly becoming commoditised via solutions from the major hyperscalers as well as SAP, these are largely generic document recognition services which lack the integration to S/4HANA and user UIs. Considering that document recognition is not a strategically important function of the SyWay solution, this KDD recommends retaining the commonly-deployed and well-known OpenText solution rather than venture into a potentially more modern but more risky third-party solution.
Option 3A | Option 3B SAP BTP Document Information Extraction Service | Option 3C Azure AI Document Intelligence | |
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Option 4A – OpenText Extended ECM (xECM) – is the recommended solution for referencing externally managed documents from S/4HANA. Although SharePoint and RegDOX both offer valuable capabilities (lightweight integration and strong compliance features respectively), neither matches xECM’s depth of SAP-certified, bi-directional linkage, built-in lifecycle workflows, and depth of implementation experience in the market. Given that document referencing is important for operational efficiency and governance in Plant Maintenance, Project and Portfolio Management, and other modules, this evaluation favours the proven, low-risk path of OpenText xECM over less integrated and more risky alternatives.
Option 4A | Option 4B Microsoft SharePoint Online | Option 4C RegDOX Secure Data Rooms | ||
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