Dropbox - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between Dropbox and OpenText Core Signature

1. Contract approval and signature package distribution

Flow: Dropbox ? OpenText Core Signature ? Dropbox

Legal or procurement teams store draft contracts, statements of work, and amendments in Dropbox, then automatically send the selected files to OpenText Core Signature for signing. Once all parties sign, the executed version is saved back to a designated Dropbox folder for contract storage and team access.

• Reduces manual downloading, uploading, and email-based signature chasing
• Creates a clear audit trail from draft to executed agreement
• Helps teams keep signed contracts in a central, searchable repository

2. HR onboarding document signing and employee file storage

Flow: Dropbox ? OpenText Core Signature ? Dropbox

HR teams can maintain onboarding packets in Dropbox, including offer letters, policy acknowledgements, and tax forms. New hires receive documents through OpenText Core Signature for electronic signing, and completed forms are automatically returned to Dropbox and filed in the employee onboarding folder or personnel record.

• Speeds up new hire processing across remote and hybrid teams
• Eliminates paper handling and manual filing
• Improves consistency in employee record retention

3. Customer onboarding and account setup approvals

Flow: Dropbox ? OpenText Core Signature ? Dropbox

Sales and customer success teams can store onboarding agreements, service terms, and implementation checklists in Dropbox. These documents are routed through OpenText Core Signature for customer approval, then the signed versions are archived back in Dropbox for implementation, support, and account management teams.

• Shortens time from deal close to service activation
• Ensures all customer-facing teams work from the same approved documents
• Supports compliance by retaining signed onboarding records

4. Vendor and supplier agreement execution

Flow: Dropbox ? OpenText Core Signature ? Dropbox

Procurement teams can manage vendor contracts, NDAs, and renewal documents in Dropbox, then send them to OpenText Core Signature for supplier signatures. After execution, the signed documents are stored in Dropbox alongside supporting files such as pricing schedules, insurance certificates, and correspondence.

• Improves control over supplier onboarding and renewals
• Centralizes contract artifacts in one shared location
• Reduces delays caused by manual signature collection

5. Field service and project change order approvals

Flow: Dropbox ? OpenText Core Signature ? Dropbox

Project managers can keep change orders, scope adjustments, and service approvals in Dropbox for easy team access. When client approval is required, the documents are sent to OpenText Core Signature, signed electronically, and returned to Dropbox for project execution and billing reference.

• Helps field and project teams capture approvals quickly
• Prevents work from starting without documented authorization
• Supports accurate billing and scope control

6. Policy acknowledgements and compliance attestations

Flow: Dropbox ? OpenText Core Signature ? Dropbox

Compliance or internal audit teams can store policy documents, code of conduct forms, and annual attestations in Dropbox. Employees or contractors sign them through OpenText Core Signature, and the completed acknowledgements are returned to Dropbox for retention and audit readiness.

• Improves tracking of mandatory acknowledgements
• Creates a reliable record for audits and regulatory reviews
• Reduces administrative effort for recurring compliance cycles

7. Bi-directional document review and final execution workflow

Flow: Dropbox ? OpenText Core Signature

Teams can use Dropbox for collaborative drafting and version control while OpenText Core Signature handles the final signing step. Reviewers update documents in Dropbox until the final version is approved, then the approved file is sent to OpenText Core Signature. After signing, the executed copy is returned to Dropbox and locked into the official record folder.

• Supports controlled document lifecycle management
• Separates collaboration from legal execution
• Reduces the risk of signing outdated versions

8. Executed document archiving and team access management

Flow: OpenText Core Signature ? Dropbox

Organizations that already initiate signing workflows elsewhere can use Dropbox as the enterprise archive for completed agreements. Once documents are signed in OpenText Core Signature, the final PDFs and audit certificates are automatically stored in Dropbox folders organized by department, client, or contract type.

• Provides a shared repository for signed records
• Improves retrieval for legal, finance, and operations teams
• Supports retention and backup strategies for critical documents