OpenText Core Signature - Microsoft Copilot Integration and Automation

Common Integration Use Cases Between OpenText Core Signature and Microsoft Copilot

1. Draft and Prepare Signature-Ready Agreements

Data flow: Microsoft Copilot ? OpenText Core Signature

Copilot can help legal, sales, or procurement teams draft contracts, NDAs, offer letters, or service agreements from approved templates and prior documents. Once the content is finalized, the document is sent to OpenText Core Signature for legally binding execution. This reduces manual drafting effort, speeds up document turnaround, and improves consistency across teams.

2. AI-Assisted Review of Signing Status and Bottlenecks

Data flow: OpenText Core Signature ? Microsoft Copilot

OpenText Core Signature can provide real-time signature status, pending approvers, and completion timestamps to Copilot. Users can ask Copilot to summarize which documents are awaiting signature, identify overdue approvals, and highlight bottlenecks by department or region. This gives managers and operations teams faster visibility into workflow delays without manually checking multiple systems.

3. Automated Follow-Up for Outstanding Signatures

Data flow: OpenText Core Signature ? Microsoft Copilot

When a document remains unsigned beyond a defined threshold, Copilot can generate personalized follow-up messages for approvers or external signers based on signature status from OpenText Core Signature. These reminders can be tailored for HR onboarding, sales contracts, or vendor agreements. The result is fewer missed deadlines and faster cycle times for critical business processes.

4. Contract Summary and Key Clause Extraction Before Signature

Data flow: OpenText Core Signature ? Microsoft Copilot

Before a document is routed for signature, Copilot can analyze the final version and produce a concise summary of key terms, obligations, dates, and exceptions. This is especially useful for executives, procurement leads, and HR managers who need a quick review before approving. OpenText Core Signature then handles the formal execution once the reviewer confirms the document is ready.

5. Signature Request Generation from Business Context

Data flow: Microsoft Copilot ? OpenText Core Signature

Copilot can use context from Microsoft 365 conversations, emails, or meeting notes to identify when a document requires signature and prepare the request package. For example, after a sales approval meeting, Copilot can assemble the final contract, identify the required signers, and initiate the signature workflow in OpenText Core Signature. This reduces handoffs and shortens the time from approval to execution.

6. HR Onboarding Document Completion and Tracking

Data flow: Bi-directional

HR teams can use Copilot to generate onboarding packets, offer letters, policy acknowledgements, and benefit forms, then send them to OpenText Core Signature for execution. As candidates sign documents, OpenText Core Signature returns status updates that Copilot can summarize for HR coordinators. This improves onboarding visibility, reduces manual tracking, and helps ensure new hires complete required paperwork on time.

7. Executive Reporting on Signature Operations

Data flow: OpenText Core Signature ? Microsoft Copilot

OpenText Core Signature can feed signing metrics into Copilot for natural-language reporting, such as average signature turnaround time, completion rates, and volume by process type. Business leaders can ask Copilot to generate summaries for weekly operations reviews or compliance meetings. This supports faster decision-making and better oversight of document execution performance.

These integrations combine Copilot?s AI-driven productivity with OpenText Core Signature?s secure e-signature workflow, helping organizations accelerate document processing, improve visibility, and reduce manual administrative work across legal, HR, sales, and procurement functions.