OpenText Core Signature - Papirfly Integration and Automation

Common Integration Use Cases Between OpenText Core Signature and Papirfly

OpenText Core Signature and Papirfly complement each other well in enterprise workflows where branded content, approvals, and legally binding signatures must work together. Papirfly supports the creation and management of on-brand marketing and business documents, while OpenText Core Signature handles secure electronic signing and approval execution. Together, they can reduce manual handoffs, improve compliance, and accelerate document-driven processes across marketing, HR, legal, procurement, and customer operations.

1. Branded Contract and Proposal Approval Workflow

Data flow: Papirfly to OpenText Core Signature

Teams can use Papirfly to generate branded proposals, statements of work, or contract cover documents from approved templates. Once the document is finalized, it is sent to OpenText Core Signature for legally binding signature collection from internal approvers and external customers.

• Marketing or sales creates the document in Papirfly using approved brand assets and templates
• OpenText Core Signature routes the document through the required approval and signing sequence
• Signed documents are returned to the repository or CRM for storage and follow-up

Business value: Faster deal cycles, fewer version control issues, and consistent brand compliance across customer-facing documents.

2. HR Policy and Employee Agreement Distribution

Data flow: Papirfly to OpenText Core Signature

HR teams can use Papirfly to create standardized employee documents such as policy acknowledgements, offer letters, and code of conduct forms. These documents are then sent to OpenText Core Signature for employee review and signature.

• HR generates localized or role-specific documents in Papirfly
• OpenText Core Signature captures employee signatures and timestamps
• Completed documents are archived in the HR system or ECM platform

Business value: Improves onboarding speed, ensures consistent document presentation, and creates a reliable audit trail for compliance.

3. Customer Onboarding Document Pack Creation and Signing

Data flow: Papirfly to OpenText Core Signature

For customer onboarding, Papirfly can assemble branded welcome packs, service agreements, and account setup forms. OpenText Core Signature then manages the signature process for the customer and internal stakeholders.

• Customer success or operations teams create onboarding packs in Papirfly
• Documents are sent to OpenText Core Signature for signature collection
• Signed documents trigger downstream onboarding tasks in CRM or workflow tools

Business value: Creates a smoother customer experience, shortens onboarding lead time, and reduces manual coordination between teams.

4. Marketing Consent and Preference Form Execution

Data flow: Papirfly to OpenText Core Signature

Marketing teams can use Papirfly to produce localized consent forms, event registration agreements, or privacy acknowledgements with approved brand formatting. OpenText Core Signature captures the customer or prospect signature and consent record.

• Marketing creates compliant forms in Papirfly for campaigns or events
• OpenText Core Signature records consent and signature evidence
• Consent data is passed to CRM or marketing automation platforms

Business value: Supports regulatory compliance, improves consent tracking, and reduces risk in customer communications.

5. Procurement and Vendor Agreement Processing

Data flow: Papirfly to OpenText Core Signature

Procurement teams can use Papirfly to generate branded vendor onboarding documents, NDAs, and standard purchasing agreements. OpenText Core Signature then manages the approval and signature workflow across legal, finance, and suppliers.

• Procurement prepares vendor documents from approved templates in Papirfly
• OpenText Core Signature routes the document for internal and external signatures
• Final signed copies are stored in the procurement or contract repository

Business value: Speeds supplier onboarding, improves document consistency, and strengthens contract governance.

6. Regional Document Localization and Signature Routing

Data flow: Bi-directional

Global organizations can use Papirfly to create region-specific versions of documents such as employment contracts, customer forms, or policy notices. OpenText Core Signature then applies the correct signing workflow based on geography, language, or legal entity.

• Papirfly generates localized document versions using approved content and brand rules
• OpenText Core Signature routes each version to the correct signer set and approval chain
• Signed documents are returned to the appropriate regional archive or system of record

Business value: Supports global consistency while meeting local legal and operational requirements.

7. Signed Document Archiving and Brand Asset Governance

Data flow: OpenText Core Signature to Papirfly

After a document is signed in OpenText Core Signature, the signed version and metadata can be sent back to Papirfly or linked to its content library for reuse in future approved templates. This is useful for teams that need to maintain a controlled library of finalized documents and branded assets.

• OpenText Core Signature returns signed documents and completion data
• Papirfly stores or references the finalized version for controlled reuse
• Teams can build new templates from approved signed examples

Business value: Improves governance over approved document formats and reduces rework when creating similar documents in the future.

8. Campaign and Event Document Workflow with Approval Controls

Data flow: Papirfly to OpenText Core Signature

For events, campaigns, or partner programs, Papirfly can generate branded participation agreements, sponsorship forms, or event terms. OpenText Core Signature then manages approvals and signatures from internal stakeholders and external participants.

• Event or campaign teams create the document package in Papirfly
• OpenText Core Signature handles approval routing and signature capture
• Completed documents are stored and linked to campaign records

Business value: Reduces turnaround time for campaign execution and ensures all participant agreements are properly documented.