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Cloudinary - OpenText Core Signature Integration and Automation

Integrate Cloudinary Digital Asset Management (DAM) and OpenText Core Signature Business Transaction Management apps with any of the apps from the library with just a few clicks. Create automated workflows by integrating your apps.

Common Integration Use Cases Between Cloudinary and OpenText Core Signature

Cloudinary and OpenText Core Signature complement each other well in document-heavy and customer-facing workflows where visual assets, branded content, and legally binding approvals must move together. Cloudinary manages and optimizes the media experience, while OpenText Core Signature handles secure electronic signing and approval completion.

  • Branded contract and proposal delivery with embedded media

    Flow: Cloudinary to OpenText Core Signature

    Sales teams can generate customer proposals, statements of work, or renewal packets that include product images, diagrams, case study visuals, or demo screenshots stored in Cloudinary. The documents are assembled with optimized media assets and then routed through OpenText Core Signature for approval and signature. This ensures every customer-facing document is visually consistent, fast to render, and legally signed without manual file handling.

    Business value: Faster deal cycles, stronger brand consistency, and fewer errors caused by outdated or oversized media files.

  • Digital onboarding packs with signed forms and supporting visuals

    Flow: Bi-directional

    HR or customer onboarding teams can use Cloudinary to deliver branded welcome materials, ID guidance images, training visuals, or instructional videos, while OpenText Core Signature captures signed forms such as employment agreements, policy acknowledgements, or onboarding checklists. Signed documents can be stored alongside media assets in the onboarding workflow for a complete record.

    Business value: Shorter onboarding time, improved candidate or customer experience, and centralized access to signed records and supporting content.

  • Marketing consent capture for media-rich campaigns

    Flow: OpenText Core Signature to Cloudinary

    When customers sign consent forms, release forms, or promotional participation agreements in OpenText Core Signature, the signed consent record can trigger Cloudinary-based campaign asset delivery. For example, once a model release is signed, approved photos or videos can be published from Cloudinary to websites, landing pages, or campaign portals. This creates a controlled release process for media usage rights.

    Business value: Reduced compliance risk, faster campaign launch, and clear linkage between consent and published media.

  • Supplier and partner agreement workflows with visual attachments

    Flow: Cloudinary to OpenText Core Signature

    Procurement teams can attach product images, packaging mockups, installation diagrams, or compliance visuals from Cloudinary to supplier agreements or partner contracts in OpenText Core Signature. The signed agreement package can include the exact visual references approved during negotiation, reducing ambiguity about deliverables or specifications.

    Business value: Fewer disputes, clearer contract scope, and better alignment between commercial terms and visual specifications.

  • Customer approval of creative assets before signature completion

    Flow: Cloudinary and OpenText Core Signature

    Agencies and internal creative teams can route proofs, campaign mockups, or video previews from Cloudinary for customer review, then send the final approval or sign-off document through OpenText Core Signature. This is useful for regulated industries, where a signed approval is required before publishing ads, packaging, or branded content.

    Business value: Faster approval cycles, audit-ready sign-off, and fewer revisions after final approval.

  • Claims, warranty, and service authorization packets

    Flow: Bi-directional

    Support teams can use Cloudinary to include product photos, damage evidence, serial label images, or service diagrams in claims or warranty packets. OpenText Core Signature can then capture customer authorization, repair approval, or settlement acceptance. The signed authorization and related media evidence are retained together for traceability.

    Business value: Better claims processing accuracy, stronger evidence management, and faster resolution times.

  • Real estate, leasing, and asset handover documentation

    Flow: Cloudinary to OpenText Core Signature

    Real estate and asset management teams can present property photos, floor plans, inspection images, or handover videos through Cloudinary, then send lease agreements, inspection acknowledgements, or handover forms through OpenText Core Signature. This creates a complete digital package for tenants, buyers, or internal stakeholders.

    Business value: Improved document completeness, reduced site visits, and a smoother handover or leasing process.

  • Signed document archive with linked media evidence

    Flow: OpenText Core Signature to Cloudinary

    After a document is signed in OpenText Core Signature, the signed PDF and related evidence can be stored or referenced alongside associated media in Cloudinary, such as product images, inspection photos, or training videos. This is especially useful for compliance, audit, and customer service teams that need a single view of the signed record and supporting visual context.

    Business value: Easier retrieval, stronger audit support, and better cross-team visibility into completed transactions.

How to integrate and automate Cloudinary with OpenText Core Signature using OneTeg?