OpenText Core Signature - Adobe Experience Manager Sites Integration and Automation

Common Integration Use Cases Between OpenText Core Signature and Adobe Experience Manager Sites

1. Digital contract and consent capture from customer-facing web forms

Flow: Adobe Experience Manager Sites ? OpenText Core Signature

Use AEM Sites to present branded application, registration, or consent forms on public or authenticated web pages, then route completed documents to OpenText Core Signature for legally binding signature completion. This is useful for customer onboarding, service enrollment, and policy acceptance where the signed record must be captured immediately after form submission.

Business value: Reduces paper-based processing, improves conversion rates, and ensures signed documents are captured in a compliant workflow without leaving the digital experience.

2. Signed document status updates embedded in customer portals

Flow: OpenText Core Signature ? Adobe Experience Manager Sites

After a document is sent, viewed, signed, or declined in OpenText Core Signature, status updates can be surfaced in AEM Sites customer portals or self-service dashboards. Customers can check the progress of agreements, HR forms, or service contracts without contacting support.

Business value: Improves transparency, reduces inbound service inquiries, and creates a more seamless self-service experience.

3. Personalized document signing journeys for different audience segments

Flow: Bi-directional

AEM Sites can use customer profile, campaign, or session data to present the correct signing journey, document set, and instructions. OpenText Core Signature then handles the signature workflow based on the selected path. For example, a new customer, partner, or employee can be routed to different agreements and approval steps depending on their segment or region.

Business value: Supports tailored experiences, reduces form errors, and ensures the right legal documents are presented to the right audience.

4. Marketing campaign lead-to-contract conversion

Flow: Adobe Experience Manager Sites ? OpenText Core Signature

When a prospect submits a high-intent form on an AEM Sites landing page, the integration can trigger a contract, quote acceptance, or service agreement in OpenText Core Signature. This is especially useful for campaign-driven offers, event registrations, premium subscriptions, or B2B lead conversion workflows.

Business value: Shortens the time from interest to commitment, increases conversion rates, and removes manual follow-up steps for sales or operations teams.

5. Employee policy acknowledgment and onboarding workflows

Flow: Adobe Experience Manager Sites ? OpenText Core Signature

AEM Sites can host employee onboarding pages, policy hubs, or HR self-service portals where users access required documents. Once an employee reviews the content, OpenText Core Signature can collect acknowledgments for policies, offer letters, benefits forms, or compliance documents. Signed records can then be returned to the HR process or employee portal.

Business value: Speeds up onboarding, improves compliance tracking, and creates a consistent employee experience across regions and business units.

6. Signed agreement publishing and document access for authenticated users

Flow: OpenText Core Signature ? Adobe Experience Manager Sites

After a document is fully executed in OpenText Core Signature, the final signed PDF and audit trail can be made available in AEM Sites for authenticated users such as customers, partners, or employees. This is useful for contract repositories, policy archives, and account portals where users need secure access to executed documents.

Business value: Centralizes access to finalized documents, reduces manual distribution, and improves auditability and user convenience.

7. Multi-step approval and content governance for regulated documents

Flow: Bi-directional

AEM Sites can manage the approved content version of a document, such as terms and conditions, disclosures, or product notices, while OpenText Core Signature manages the signature and approval process. Once content is approved in AEM Sites, it can be sent for signature. After execution, the signed version can be stored or referenced back in AEM Sites for controlled publishing or customer access.

Business value: Ensures only approved content is signed and published, supports governance in regulated industries, and reduces version control issues.

8. Partner or reseller agreement distribution from digital experience pages

Flow: Adobe Experience Manager Sites ? OpenText Core Signature

AEM Sites can provide partner-facing pages for onboarding, program enrollment, or deal registration. From those pages, OpenText Core Signature can initiate the signing of reseller agreements, NDAs, or program terms. The workflow can be tailored by partner type, geography, or business unit.

Business value: Accelerates partner onboarding, standardizes agreement execution, and improves the experience for external stakeholders.