Monday - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between Monday.com and OpenText Core Signature

1. Contract approval and signature workflow

Flow: Monday.com ? OpenText Core Signature ? Monday.com

Legal, procurement, or sales teams can manage contract tasks in Monday.com, then automatically send the final approved document to OpenText Core Signature for legally binding signatures. Once signed, the executed agreement is returned to Monday.com and attached to the relevant board item for visibility.

Business value: Shortens contract cycle times, reduces manual follow-up, and gives teams a clear view of signature status without leaving Monday.com.

2. Employee onboarding document execution

Flow: Monday.com ? OpenText Core Signature ? Monday.com

HR teams can track onboarding tasks in Monday.com, including offer letters, policy acknowledgements, and employment agreements. When a candidate reaches the signature stage, documents are routed through OpenText Core Signature. Signed forms are then linked back to the onboarding board to confirm completion.

Business value: Creates a controlled onboarding process, improves compliance, and reduces delays caused by paper-based or email-driven approvals.

3. Customer onboarding and account setup approvals

Flow: Monday.com ? OpenText Core Signature ? Monday.com

Customer success or operations teams can use Monday.com to manage onboarding milestones for new clients, including service agreements, data processing terms, and welcome packs. OpenText Core Signature handles the signature step, and completion status is synced back to Monday.com so teams know when to activate the account.

Business value: Improves handoffs between sales, legal, and operations while ensuring no customer is activated before required documents are signed.

4. Procurement and vendor agreement processing

Flow: Monday.com ? OpenText Core Signature ? Monday.com

Procurement teams can track vendor onboarding, purchase approvals, and renewal tasks in Monday.com. Once internal approvals are complete, vendor agreements are sent to OpenText Core Signature for execution. Signed documents are then stored or linked back to the procurement board for auditability.

Business value: Standardizes vendor approval workflows, improves compliance, and provides a single operational view of agreement status.

5. Sales proposal and order form signing

Flow: Monday.com ? OpenText Core Signature ? Monday.com

Sales teams can manage deal stages, proposal preparation, and order form readiness in Monday.com. When a customer is ready to commit, the proposal or order form is sent to OpenText Core Signature for signature. After execution, the signed document updates the deal record in Monday.com and can trigger downstream tasks such as implementation or billing.

Business value: Speeds up deal closure, reduces administrative effort, and helps sales and delivery teams coordinate next steps faster.

6. Policy acknowledgement and compliance attestation

Flow: Monday.com ? OpenText Core Signature ? Monday.com

Operations, compliance, or HR teams can use Monday.com to manage periodic policy review campaigns, such as code of conduct acknowledgements, security training attestations, or updated privacy notices. Documents are sent to OpenText Core Signature for employee or contractor signatures, and completion is tracked back in Monday.com.

Business value: Improves compliance tracking, creates a clear audit trail, and reduces the risk of missed acknowledgements.

7. Change request and approval documentation

Flow: Monday.com ? OpenText Core Signature ? Monday.com

For controlled business processes such as scope changes, service exceptions, or project change orders, teams can manage the request in Monday.com and route the approval document through OpenText Core Signature. Once signed, the approved change is attached to the project or workflow item in Monday.com.

Business value: Ensures formal approval of changes, reduces disputes, and keeps project execution aligned with authorized decisions.

8. Bi-directional signature status and document tracking

Flow: OpenText Core Signature ? Monday.com and Monday.com ? OpenText Core Signature

Organizations can synchronize signature events from OpenText Core Signature into Monday.com so teams can monitor pending, completed, or declined signatures directly on their boards. In the other direction, Monday.com can initiate signature requests based on workflow status changes, such as moving an item to an approval stage.

Business value: Creates a connected workflow between operational tracking and document execution, improving transparency and reducing manual status checks.