OpenText Core Signature - Microsoft Teams Integration and Automation

Common Integration Use Cases Between OpenText Core Signature and Microsoft Teams

1. Contract Review and Approval in Teams with Final Signature in OpenText Core Signature

Teams can be used as the collaboration hub for legal, procurement, and business stakeholders to review contract drafts, discuss redlines, and confirm approval decisions. Once the document is ready, the final signature request is sent from Microsoft Teams to OpenText Core Signature for legally binding execution. This reduces email traffic, shortens approval cycles, and keeps stakeholders aligned in one workspace.

Data flow: Microsoft Teams to OpenText Core Signature

2. HR Offer Letter and Policy Acknowledgment Workflow

HR teams can initiate offer letter or policy acknowledgment processes in OpenText Core Signature and notify hiring managers or employees through Microsoft Teams. Recipients can review status updates, ask questions in Teams, and complete the signature process without leaving the collaboration environment. This improves onboarding speed and creates a more transparent employee experience.

Data flow: OpenText Core Signature to Microsoft Teams

3. Customer Onboarding Document Coordination

Sales, operations, and customer success teams can use Microsoft Teams to coordinate onboarding tasks, while OpenText Core Signature handles the execution of required agreements such as service terms, consent forms, or account setup documents. Teams can receive alerts when a signature is pending, completed, or delayed, allowing teams to intervene quickly and keep onboarding on schedule.

Data flow: Bi-directional

4. Approval Escalation and Reminder Notifications for Pending Signatures

OpenText Core Signature can send automated reminders and escalation notices into Microsoft Teams when a signature request is awaiting action. Managers and approvers can be notified in relevant Teams channels or direct messages, making it easier to track outstanding approvals and reduce cycle time. This is especially useful for time-sensitive documents such as purchase approvals, compliance forms, and renewals.

Data flow: OpenText Core Signature to Microsoft Teams

5. Audit and Completion Notifications for Cross-Functional Teams

When a document is fully signed in OpenText Core Signature, completion notifications can be posted to Microsoft Teams channels used by legal, finance, HR, or customer service teams. This gives downstream teams immediate visibility that the document is ready for the next business step, such as provisioning access, issuing payment, or activating a customer account.

Data flow: OpenText Core Signature to Microsoft Teams

6. Exception Handling for Signature Issues

If a signer rejects a document, misses a deadline, or encounters a validation issue in OpenText Core Signature, the event can be pushed to Microsoft Teams for rapid resolution. Teams members can discuss the issue, assign follow-up actions, and coordinate document corrections without switching between multiple systems. This helps reduce delays in high-volume approval processes.

Data flow: OpenText Core Signature to Microsoft Teams

7. ECM and Collaboration Workflow Visibility

For organizations using OpenText Core Signature alongside enterprise content management processes, Microsoft Teams can serve as the collaboration layer where document status, approval progress, and signature completion events are shared with project teams. This gives business users visibility into document lifecycle milestones while keeping the authoritative signed record in OpenText Core Signature.

Data flow: Bi-directional