Microsoft 365 - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between Microsoft 365 and OpenText Core Signature

Microsoft 365 and OpenText Core Signature work well together when organizations need to move documents from collaboration to legally binding approval without leaving the digital workplace. Microsoft 365 supports document creation, review, communication, and storage, while OpenText Core Signature adds secure electronic signing for contracts, forms, and approvals. The integration helps reduce manual handoffs, speeds up cycle times, and improves auditability across business processes.

1. Contract drafting and approval in Microsoft Word and Teams, then signature in OpenText Core Signature

Legal, procurement, and sales teams can draft contracts in Word, collaborate on revisions in Teams, and store the final version in SharePoint or OneDrive. Once approved internally, the document is sent to OpenText Core Signature for legally binding signatures from customers or vendors.

• Data flow: Microsoft 365 to OpenText Core Signature
• Business value: Faster contract turnaround and fewer version control issues
• Typical users: Legal, sales operations, procurement

2. HR onboarding documents prepared in Microsoft 365 and signed electronically by new hires

HR teams can create offer letters, policy acknowledgements, and tax or compliance forms using Microsoft 365 templates. Documents are distributed through Outlook or Teams, tracked in SharePoint, and routed to OpenText Core Signature for candidate signatures before being archived in the employee record.

• Data flow: Microsoft 365 to OpenText Core Signature, then back to Microsoft 365 for storage
• Business value: Shorter onboarding time and improved compliance tracking
• Typical users: HR, talent acquisition, payroll

3. Customer onboarding packets sent from Microsoft 365 with signature completion tracked in Teams or Outlook

Customer success and operations teams can prepare onboarding agreements, service terms, and authorization forms in Microsoft 365. OpenText Core Signature handles the signing workflow, while status updates and completion notifications are delivered to Outlook or Teams so account teams can follow progress without manual follow-up.

• Data flow: Bi-directional
• Business value: Better customer experience and reduced administrative effort
• Typical users: Customer success, operations, account management

4. Purchase approvals and vendor agreements routed through Microsoft Teams and signed in OpenText Core Signature

Finance and procurement teams can use Teams for internal review and approval discussions on purchase requests, vendor agreements, or renewals. After internal approval, the final document is sent to OpenText Core Signature for external vendor execution, then the signed copy is returned to SharePoint for retention.

• Data flow: Microsoft 365 to OpenText Core Signature and back to Microsoft 365
• Business value: More controlled approval workflows and stronger audit trails
• Typical users: Finance, procurement, legal

5. Policy acknowledgements and compliance attestations managed through SharePoint and signed electronically

Compliance teams can publish policies in SharePoint and notify employees through Outlook or Teams when acknowledgements are required. OpenText Core Signature captures the signed acknowledgement, and the completed record is stored in Microsoft 365 for reporting, audit support, and retention.

• Data flow: Microsoft 365 to OpenText Core Signature, then back to Microsoft 365
• Business value: Improved compliance evidence and reduced paper handling
• Typical users: Compliance, HR, internal audit

6. Sales proposal execution using PowerPoint, Word, and Outlook with signature completion tracked in Microsoft 365

Sales teams can create proposals in PowerPoint and Word, share them with prospects through Outlook, and manage collaboration in Teams. When the proposal is accepted, OpenText Core Signature is used to capture signatures on the order form or master agreement, and the signed documents are stored in SharePoint for downstream handoff to operations or finance.

• Data flow: Microsoft 365 to OpenText Core Signature
• Business value: Faster deal closure and smoother transition from sales to delivery
• Typical users: Sales, sales operations, finance

7. Signed document archiving and retrieval in SharePoint for enterprise records management

After documents are signed in OpenText Core Signature, the final executed copies can be automatically saved into SharePoint libraries with metadata such as document type, signer, date, and business unit. This makes it easier for teams to search, retain, and govern signed records alongside related project or case files.

• Data flow: OpenText Core Signature to Microsoft 365
• Business value: Centralized records management and easier audit retrieval
• Typical users: Records management, legal, compliance, operations

8. Executive and cross-functional approval workflows for high-value documents

For high-value agreements, policy exceptions, or strategic approvals, Microsoft Teams can be used to coordinate review among stakeholders, while OpenText Core Signature provides the final signature step once consensus is reached. This creates a controlled workflow that combines collaboration, approval visibility, and legally binding execution.

• Data flow: Bi-directional
• Business value: Clear accountability and reduced approval delays
• Typical users: Executives, legal, finance, operations