OpenText Core Signature - OpenText eDOCS Integration and Automation

Common Integration Use Cases Between OpenText Core Signature and OpenText eDOCS

1. Legal Contract Execution and Filing

Data flow: OpenText eDOCS to OpenText Core Signature, then back to OpenText eDOCS

Legal teams can draft and version contracts in OpenText eDOCS, then send the final approved document to OpenText Core Signature for execution. Once all parties sign, the completed agreement, audit trail, and signature certificate are automatically returned to OpenText eDOCS and filed in the correct matter folder.

Business value: Reduces manual downloading, emailing, and re-filing of signed agreements while ensuring the executed version is stored with full legal context and version history.

2. Matter-Based Approval Workflows for Legal Documents

Data flow: OpenText eDOCS to OpenText Core Signature

When a legal document reaches a required review stage in OpenText eDOCS, it can be routed to OpenText Core Signature for formal approval by internal stakeholders such as legal counsel, compliance officers, or business owners. After signature, the approval status is updated in eDOCS and the document remains linked to the matter record.

Business value: Speeds up internal approvals, improves accountability, and creates a clear audit trail for high-value legal documents.

3. Client Engagement Letter and Retainer Execution

Data flow: OpenText eDOCS to OpenText Core Signature, then back to OpenText eDOCS

Law firms can store engagement letters, retainers, and fee agreements in OpenText eDOCS, then send them to OpenText Core Signature for client signature. Once signed, the finalized documents are automatically captured in the client matter file, making them immediately available to attorneys and support staff.

Business value: Accelerates client onboarding, reduces delays in opening matters, and ensures signed engagement records are centrally retained.

4. HR and Employment Document Management for Legal Departments

Data flow: OpenText Core Signature to OpenText eDOCS

Corporate legal or HR teams can use OpenText Core Signature to collect signatures on employment-related legal documents such as confidentiality agreements, policy acknowledgements, or contractor agreements. Signed documents are then archived in OpenText eDOCS for long-term retention, legal review, and access control.

Business value: Supports compliant recordkeeping while reducing the administrative burden of managing signed employee documents across multiple systems.

5. Outside Counsel Document Exchange and Signature Control

Data flow: Bi-directional

Corporate legal departments can share draft documents from OpenText eDOCS with outside counsel for review, then route final versions through OpenText Core Signature for execution by internal and external signatories. Signed copies are returned to eDOCS and stored in the appropriate matter with version control and permissions intact.

Business value: Improves collaboration between in-house teams and external legal partners while maintaining document governance and matter security.

6. Policy and Compliance Attestation Management

Data flow: OpenText eDOCS to OpenText Core Signature, then back to OpenText eDOCS

Legal or compliance teams can manage policy documents in OpenText eDOCS and send them to OpenText Core Signature for employee or stakeholder attestation. Signed acknowledgements are automatically returned and stored alongside the original policy, creating a complete compliance record.

Business value: Simplifies tracking of policy acknowledgements, supports audit readiness, and reduces the risk of missing attestations.

7. Settlement Agreement and Release Processing

Data flow: OpenText eDOCS to OpenText Core Signature, then back to OpenText eDOCS

For litigation or dispute resolution matters, settlement agreements and release forms can be prepared in OpenText eDOCS, sent through OpenText Core Signature for execution, and then automatically filed back into the matter record once completed. The signed version, timestamps, and signer details remain attached to the case file.

Business value: Shortens settlement cycle times, reduces administrative handling, and ensures legally defensible document retention.

8. Controlled Distribution of Executed Legal Records

Data flow: OpenText Core Signature to OpenText eDOCS

After documents are signed in OpenText Core Signature, the final executed copies can be automatically transferred into OpenText eDOCS for secure storage, retention management, and controlled access by legal teams. This is especially useful for board resolutions, powers of attorney, and other sensitive legal records.

Business value: Centralizes authoritative records, improves security, and ensures signed documents are managed under legal document governance policies.