OpenText Core Signature - OpenText Workflow Service Integration and Automation

Common Integration Use Cases Between OpenText Core Signature and OpenText Workflow Service

1. Contract approval and signature routing

Data flow: OpenText Workflow Service ? OpenText Core Signature ? OpenText Workflow Service

Use OpenText Workflow Service to route contracts through legal, finance, and business approvers before sending the final version to OpenText Core Signature for execution. After signature completion, the signed contract and audit trail are returned to the workflow for filing, notifications, and downstream tasks such as vendor setup or order activation.

• Reduces manual handoffs between approval and signing steps
• Ensures only approved documents are signed
• Improves visibility into contract status across teams

2. Employee onboarding document execution

Data flow: OpenText Workflow Service ? OpenText Core Signature ? OpenText Workflow Service

HR can use workflow to manage onboarding tasks such as offer approval, policy review, and equipment requests, then trigger Core Signature for employment agreements, tax forms, and policy acknowledgements. Once signed, the workflow continues with account provisioning, badge creation, and onboarding task completion.

• Speeds up new hire processing
• Creates a consistent onboarding sequence
• Provides auditability for signed HR documents

3. Customer onboarding and account activation

Data flow: OpenText Workflow Service ? OpenText Core Signature ? OpenText Workflow Service

For customer onboarding, workflow can coordinate compliance checks, credit review, and internal approvals before sending account agreements or service terms to Core Signature. After the customer signs, the workflow updates CRM or ECM records, triggers account activation, and notifies sales or operations teams.

• Shortens time to revenue
• Improves compliance with onboarding controls
• Eliminates delays caused by paper or email-based signatures

4. Policy acknowledgment and compliance attestation

Data flow: OpenText Workflow Service ? OpenText Core Signature ? OpenText Workflow Service

Organizations can use workflow to distribute annual policy updates, code of conduct acknowledgements, or regulatory attestations to employees or contractors. Core Signature captures legally binding acknowledgements, while the workflow tracks completion, escalates overdue items, and reports compliance status to HR, legal, or audit teams.

• Supports recurring compliance campaigns
• Provides clear completion tracking and escalation
• Creates a defensible audit record for regulators

5. Procurement and vendor agreement execution

Data flow: OpenText Workflow Service ? OpenText Core Signature ? OpenText Workflow Service

Procurement workflows can manage vendor onboarding, risk review, and purchase approval before sending supplier agreements, NDAs, or statements of work to Core Signature. Once signed, the workflow updates supplier records, notifies accounts payable, and stores the executed agreement in the content repository.

• Improves control over supplier onboarding
• Reduces cycle time for procurement approvals
• Ensures signed documents are automatically retained and traceable

6. Case-driven exception handling for signature delays

Data flow: OpenText Core Signature ? OpenText Workflow Service

If a document remains unsigned beyond a defined threshold, Core Signature can trigger a workflow case for follow-up. OpenText Workflow Service can assign tasks to sales, HR, or legal teams, send reminders, escalate to managers, and record the reason for delay or rejection.

• Improves accountability for stalled signature requests
• Supports exception management without manual tracking
• Helps teams resolve bottlenecks faster

7. Signed document archival and downstream process completion

Data flow: OpenText Core Signature ? OpenText Workflow Service

After a document is signed in Core Signature, the completed file, signature certificate, and metadata can be passed to workflow for validation, indexing, and archival into ECM. The workflow can then close the case, update related systems, and notify stakeholders that the process is complete.

• Ensures signed records are properly governed
• Automates post-signature processing
• Improves consistency in records management and case closure