OpenText Active Documents Trading Grid - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and OpenText Core Signature

1. Digitally sign outbound trading documents before B2B transmission

Use OpenText Core Signature to capture legally binding approvals on purchase orders, invoices, shipping notices, or compliance documents, then send the signed documents through OpenText Active Documents Trading Grid to external trading partners. This creates a controlled workflow where documents are approved first and then exchanged securely with full auditability.

• Data flow: OpenText Core Signature ? OpenText Active Documents Trading Grid
• Business value: Faster approvals, reduced paper handling, and stronger compliance for partner-facing transactions

2. Route incoming partner agreements for internal signature approval

When contracts, amendments, or trading terms arrive through OpenText Active Documents Trading Grid, they can be routed into OpenText Core Signature for internal review and signature by procurement, legal, or finance stakeholders. After signing, the completed document can be returned to the trading grid for distribution back to the partner.

• Data flow: OpenText Active Documents Trading Grid ? OpenText Core Signature ? OpenText Active Documents Trading Grid
• Business value: Shorter contract turnaround times and a clear approval trail across teams

3. Sign supplier onboarding and compliance documents before activation

Supplier onboarding often requires signed NDAs, code of conduct acknowledgements, quality agreements, and banking forms. OpenText Core Signature can manage the signature workflow, and once completed, OpenText Active Documents Trading Grid can distribute the finalized documents to procurement, supplier management, and external trading partners for recordkeeping and operational use.

• Data flow: OpenText Core Signature ? OpenText Active Documents Trading Grid
• Business value: Faster supplier activation and improved compliance documentation control

4. Execute customer-facing order acknowledgements with signature capture

For high-value or regulated orders, a customer may need to sign an order acknowledgement, service confirmation, or special terms document. OpenText Active Documents Trading Grid can deliver the document to the customer network, while OpenText Core Signature captures the required signature before the transaction is finalized.

• Data flow: OpenText Active Documents Trading Grid ? OpenText Core Signature
• Business value: Reduced order disputes and better control over exception-based transactions

5. Approve and exchange shipping exceptions or claims documentation

In logistics and retail, damaged goods claims, delivery exceptions, and freight disputes often require signed approvals from multiple parties. OpenText Core Signature can be used to approve claim forms or settlement documents, and OpenText Active Documents Trading Grid can then transmit the signed records to carriers, suppliers, or customers.

• Data flow: OpenText Core Signature ? OpenText Active Documents Trading Grid
• Business value: Faster claims resolution and stronger evidence for audit and dispute management

6. Manage internal sign-off on partner-generated invoices and payment exceptions

Invoices received through OpenText Active Documents Trading Grid can be routed to OpenText Core Signature when internal approval is needed for payment exceptions, price variances, or non-standard terms. Once signed, the approved invoice or exception record can be sent back through the trading grid or stored for downstream finance processing.

• Data flow: OpenText Active Documents Trading Grid ? OpenText Core Signature ? OpenText Active Documents Trading Grid
• Business value: Better controls for accounts payable and fewer delays in exception handling

7. Create a closed-loop audit trail for regulated document exchanges

Organizations in manufacturing, logistics, and retail often need proof that a document was both signed and exchanged securely. By combining OpenText Core Signature with OpenText Active Documents Trading Grid, enterprises can maintain a complete record of who signed the document, when it was signed, and when it was delivered to each trading partner.

• Data flow: Bi-directional
• Business value: Stronger auditability, easier compliance reporting, and reduced legal exposure

8. Support exception-based workflow for contract renewals and amendments

When a trading relationship requires a contract renewal or amendment, OpenText Active Documents Trading Grid can distribute the draft to the relevant partner, while OpenText Core Signature handles the approval and signature steps internally or externally. After execution, the final signed version is shared back through the trading grid to ensure all parties work from the same authoritative document.

• Data flow: OpenText Active Documents Trading Grid ? OpenText Core Signature
• Business value: Faster renewal cycles, fewer version control issues, and improved partner collaboration