OpenText Core Signature - Glean Integration and Automation

Common Integration Use Cases Between OpenText Core Signature and Glean

OpenText Core Signature provides legally binding electronic signature workflows for documents such as contracts, HR forms, and customer agreements. Glean helps employees find, understand, and act on enterprise knowledge across systems. Together, they can reduce time spent searching for documents, accelerate approvals, and improve visibility into signature status and related business content.

1. Search and retrieve signature-ready documents from enterprise knowledge sources

Flow: Glean to OpenText Core Signature

Employees can use Glean to locate the latest version of a contract, policy acknowledgment, onboarding packet, or approval form stored across connected systems, then launch the document into OpenText Core Signature for execution. This avoids manual searching across shared drives, ECM repositories, and email threads.

• Useful for legal, HR, procurement, and sales operations teams
• Reduces delays caused by outdated or misplaced document versions
• Improves compliance by ensuring the correct document is signed

2. Surface signature status and next steps inside employee search results

Flow: OpenText Core Signature to Glean

Signature workflow metadata such as sent, viewed, signed, declined, or expired can be indexed in Glean so users can quickly see the status of agreements without opening multiple systems. A sales manager, for example, can search for a customer contract in Glean and immediately see whether it is awaiting signature or requires follow-up.

• Helps teams prioritize follow-up actions
• Reduces time spent checking multiple workflow tools
• Improves transparency across departments

3. Find policy and template guidance before initiating a signature workflow

Flow: Glean to OpenText Core Signature

Business users can search in Glean for approved templates, signing instructions, policy references, and legal guidance before sending documents through OpenText Core Signature. This is especially valuable for HR, finance, and procurement teams that need to use the correct form and approval path every time.

• Supports standardized document preparation
• Reduces errors and rework from using incorrect templates
• Improves policy compliance and audit readiness

4. Accelerate employee onboarding by connecting knowledge search with signature tasks

Flow: Bi-directional

During onboarding, Glean can help new hires and HR teams find onboarding checklists, benefits information, and required forms, while OpenText Core Signature handles execution of employment agreements, tax forms, and policy acknowledgments. Status updates from OpenText Core Signature can be surfaced in Glean so HR can track completion and new hires can understand what remains outstanding.

• Creates a smoother onboarding experience
• Reduces manual coordination between HR and hiring managers
• Improves completion rates for required documents

5. Support contract review and approval workflows with contextual knowledge access

Flow: Bi-directional

Legal and procurement teams can use Glean to find prior contract language, negotiation history, clause guidance, and approval policies before sending a document for signature in OpenText Core Signature. After execution, signed agreements and related metadata can be indexed back into Glean so teams can quickly retrieve executed versions and supporting context for future negotiations.

• Speeds up contract cycle times
• Improves consistency in clause usage and approvals
• Makes executed agreements easier to locate later

6. Enable customer onboarding teams to track signed documents and supporting materials

Flow: OpenText Core Signature to Glean

Customer success, operations, and support teams can use Glean to search for signed onboarding documents such as service agreements, compliance forms, and implementation checklists. By indexing signed document metadata and related knowledge assets, teams can quickly answer questions about what was signed, when it was completed, and what supporting materials apply.

• Reduces back-and-forth between sales, operations, and support
• Improves handoff quality after deal closure
• Helps teams respond faster to customer questions

7. Improve audit and compliance investigations with searchable signature evidence

Flow: OpenText Core Signature to Glean

Compliance, internal audit, and legal teams can use Glean to locate signed documents, audit trails, and related policy references across the enterprise. This makes it easier to verify who signed what, when it was signed, and which supporting documents were in effect at the time.

• Speeds up audit preparation and evidence collection
• Supports regulatory and legal review processes
• Reduces time spent manually gathering records from multiple systems