OpenText Core Capture Services - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and OpenText Core Signature

1. Invoice exception approval with digital signature

Data flow: OpenText Core Capture Services ? OpenText Core Signature

Captured invoices are classified and key fields such as supplier name, invoice number, amount, and approver are extracted automatically. If an invoice exceeds a threshold, is missing a purchase order, or requires policy exception approval, the document is routed to OpenText Core Signature for legally binding sign-off by finance managers or budget owners.

• Reduces manual invoice handling and email-based approvals
• Creates a clear audit trail for exception approvals
• Speeds up payment cycles while maintaining controls

2. Customer onboarding document review and consent signing

Data flow: OpenText Core Capture Services ? OpenText Core Signature

Customer onboarding packets such as application forms, identity documents, tax forms, and supporting correspondence are ingested and indexed by OpenText Core Capture Services. Once the onboarding package is validated, OpenText Core Signature is used to collect customer signatures on terms and conditions, disclosures, or service agreements.

• Improves onboarding turnaround time
• Ensures required documents are complete before signature
• Supports compliant, paperless customer activation

3. HR employee file processing and policy acknowledgment

Data flow: OpenText Core Capture Services ? OpenText Core Signature

HR receives paper or scanned employee documents such as offer letters, tax forms, benefit enrollment forms, and policy acknowledgments. OpenText Core Capture Services extracts employee details and classifies the documents, then OpenText Core Signature sends the relevant forms for employee signature and manager approval where needed.

• Shortens new hire processing time
• Standardizes employee document handling across HR teams
• Improves compliance for policy and benefits acknowledgments

4. Contract intake and signature routing from inbound correspondence

Data flow: OpenText Core Capture Services ? OpenText Core Signature

Contracts received by mail, email, or scanned upload are captured and classified by OpenText Core Capture Services. Key metadata such as counterparty, contract type, effective date, and renewal terms are extracted and used to route the document into OpenText Core Signature for internal and external signature workflows.

• Eliminates manual sorting of incoming contracts
• Accelerates legal and procurement review cycles
• Improves visibility into contract status and turnaround times

5. Digital mailroom to approval workflow for regulated correspondence

Data flow: OpenText Core Capture Services ? OpenText Core Signature

Incoming correspondence such as claims forms, dispute letters, regulatory notices, or customer requests is captured in a digital mailroom process. After classification and extraction, items requiring formal approval or acknowledgment are sent to OpenText Core Signature for sign-off by compliance, operations, or legal teams.

• Centralizes intake of high-volume correspondence
• Reduces risk of missed approvals or delayed responses
• Supports traceable handling of regulated documents

6. Supplier onboarding and banking authorization

Data flow: OpenText Core Capture Services ? OpenText Core Signature

Supplier onboarding documents such as W-9 forms, banking details, insurance certificates, and vendor applications are captured and validated. Once the supplier record is complete, OpenText Core Signature is used to obtain signatures on vendor agreements, payment authorization forms, or compliance attestations.

• Improves accuracy of supplier master data
• Reduces onboarding delays for procurement and accounts payable
• Strengthens controls around banking and compliance approvals

7. Bi-directional document completion and rework loop

Data flow: OpenText Core Capture Services ? OpenText Core Signature

When a signed document is returned, OpenText Core Capture Services can re-ingest the executed file, classify it as a completed record, and extract signature status, dates, and reference data for downstream systems. If a document is rejected or incomplete, it can be routed back through OpenText Core Signature for correction and re-signing.

• Creates a closed-loop process from intake to execution to archive
• Reduces manual filing and status reconciliation
• Supports audit-ready document lifecycle management

8. Claims, case, or service request processing with signature-based authorization

Data flow: OpenText Core Capture Services ? OpenText Core Signature

For insurance claims, service requests, or case management workflows, submitted forms and supporting evidence are captured and extracted by OpenText Core Capture Services. If authorization, release, settlement approval, or customer consent is required, OpenText Core Signature collects the necessary signatures before the case advances to fulfillment or payment.

• Improves processing speed for high-volume service operations
• Ensures approvals are captured before downstream action
• Reduces operational risk and incomplete case handling