OpenText Core Signature - OpenText Documentum Integration and Automation

Common Integration Use Cases Between OpenText Core Signature and OpenText Documentum

1. Controlled contract approval and archival

Data flow: OpenText Documentum ? OpenText Core Signature ? OpenText Documentum

Contract drafts are managed in Documentum with version control, review history, and compliance checks. Once a contract reaches the final approval stage, Documentum sends the document to Core Signature for legally binding signatures. After execution, the signed copy and signature audit trail are automatically returned to Documentum and stored as the official record.

Business value: Reduces manual handoffs, preserves a complete audit trail, and ensures the signed agreement is retained under governed records management policies.

2. HR policy and employee document signing

Data flow: OpenText Documentum ? OpenText Core Signature ? OpenText Documentum

HR teams store employment agreements, policy acknowledgements, and onboarding forms in Documentum. When an employee needs to sign, the document is routed to Core Signature. After completion, the signed document is automatically filed back into Documentum under the employee record with retention and access controls applied.

Business value: Speeds onboarding, reduces paper handling, and supports consistent retention of employee records for audit and compliance purposes.

3. Regulated document approval for life sciences submissions

Data flow: OpenText Documentum ? OpenText Core Signature ? OpenText Documentum

In life sciences, controlled documents such as validation reports, SOP approvals, or submission packages are managed in Documentum. Approvers sign electronically through Core Signature, and the signed version is returned to Documentum as a controlled record. The integration helps maintain traceability across the approval chain and supports inspection readiness.

Business value: Improves compliance with regulated workflows, shortens approval cycles, and strengthens evidence for audits and inspections.

4. Customer onboarding document execution

Data flow: OpenText Documentum ? OpenText Core Signature ? OpenText Documentum

Customer onboarding packages, such as service agreements, disclosures, and consent forms, are assembled in Documentum. Core Signature is used to collect signatures from customers and internal approvers. Once signed, the completed package is stored in Documentum alongside supporting records, correspondence, and onboarding evidence.

Business value: Accelerates onboarding, improves customer experience, and creates a centralized record of all signed onboarding materials.

5. Controlled policy acknowledgement and compliance attestation

Data flow: OpenText Documentum ? OpenText Core Signature ? OpenText Documentum

Compliance or legal teams publish policies, codes of conduct, or annual attestations in Documentum. Employees or contractors receive the documents through Core Signature for acknowledgement. Signed attestations are then archived in Documentum, linked to the relevant policy version and retention schedule.

Business value: Provides defensible proof of acknowledgement, simplifies compliance tracking, and reduces the effort required to chase signatures manually.

6. Supplier and vendor agreement execution

Data flow: OpenText Documentum ? OpenText Core Signature ? OpenText Documentum

Procurement teams manage supplier agreements, NDAs, and amendments in Documentum. When a document is ready for execution, it is sent to Core Signature for supplier and internal sign-off. The executed agreement is then returned to Documentum, where it is stored as the authoritative contract record with metadata for supplier, term, and renewal dates.

Business value: Improves procurement cycle times, reduces contract leakage, and ensures signed supplier records are governed centrally.

7. Records management for signed legal and governance documents

Data flow: OpenText Core Signature ? OpenText Documentum

Documents signed in Core Signature, such as board resolutions, legal approvals, or delegated authority forms, are automatically transferred into Documentum for records management. Documentum applies classification, retention, legal hold, and disposition rules based on document type and business context.

Business value: Ensures signed documents are managed as compliant records, supports legal defensibility, and reduces the risk of misplaced or unmanaged executed documents.