OpenText Core Signature - Sanity Integration and Automation

Common Integration Use Cases Between OpenText Core Signature and Sanity

1. Digital approval of content governance workflows

Data flow: Sanity to OpenText Core Signature

Marketing, legal, and compliance teams can manage policy pages, brand content, or regulated website copy in Sanity, then route final versions to OpenText Core Signature for formal approval and legally binding sign-off. This is useful for content that must be reviewed before publication, such as disclaimers, terms and conditions, privacy notices, and regulated product messaging.

• Reduces manual email-based approvals
• Creates an auditable approval trail for content governance
• Helps ensure only approved content is published to digital channels

2. Contract and agreement publishing with signature capture

Data flow: Sanity to OpenText Core Signature

Organizations can store reusable contract language, agreement templates, and customer-facing terms in Sanity, then send finalized documents to OpenText Core Signature for signature collection. This supports sales, procurement, and legal teams that need controlled content management before execution.

• Keeps contract clauses and templates centrally managed
• Speeds up agreement turnaround times
• Supports consistent language across multiple contract types

3. Customer onboarding content and signature workflow

Data flow: Sanity to OpenText Core Signature

Customer onboarding journeys can use Sanity to manage onboarding instructions, welcome content, and reusable form text, while OpenText Core Signature handles the signing of onboarding documents such as service agreements, consent forms, and account setup authorizations. This creates a smoother handoff between content delivery and formal acceptance.

• Improves onboarding consistency across regions or business units
• Reduces delays caused by disconnected content and signature steps
• Enhances customer experience with a more guided process

4. HR policy acknowledgement and employee document signing

Data flow: Sanity to OpenText Core Signature

HR teams can manage employee handbook content, policy updates, and onboarding materials in Sanity, then trigger OpenText Core Signature for acknowledgement of receipt and acceptance. This is especially valuable for annual policy updates, remote onboarding, and multi-country HR processes.

• Ensures employees sign the latest approved policy version
• Provides traceability for compliance and audit purposes
• Supports repeatable HR workflows across the employee lifecycle

5. Regulated product content approval before launch

Data flow: Sanity to OpenText Core Signature

Product, compliance, and legal teams can collaborate in Sanity on product descriptions, feature claims, and launch content, then use OpenText Core Signature to obtain formal approval before the content goes live. This is useful in industries where published claims must be reviewed and signed off before release.

• Prevents unapproved claims from reaching customers
• Aligns content operations with compliance requirements
• Creates a controlled launch approval process

6. Signed approval of content templates and brand standards

Data flow: Bi-directional

Brand and communications teams can maintain approved content templates, tone-of-voice guidelines, and reusable messaging blocks in Sanity, while OpenText Core Signature captures formal approval from stakeholders such as legal, compliance, and executive leadership. Once approved, the signed version can be stored or referenced back in Sanity as the authoritative source.

• Establishes a clear approval record for brand governance
• Helps teams reuse only sanctioned content assets
• Supports controlled updates to enterprise content standards

7. Audit-ready document and content lifecycle management

Data flow: OpenText Core Signature to Sanity

After a document is signed in OpenText Core Signature, the signed PDF, signature certificate, and approval metadata can be pushed into Sanity as part of a broader content record. This gives content teams and business users a single place to reference both the approved content and its signed authorization.

• Improves visibility into approved document versions
• Supports audit and compliance reporting
• Helps teams manage content history alongside signed records

8. Multi-team workflow for campaign and legal sign-off

Data flow: Sanity to OpenText Core Signature

For campaigns that require legal review, Sanity can serve as the collaboration hub for copy, landing page text, and campaign assets, while OpenText Core Signature handles final sign-off from legal and business owners. This is valuable for enterprises running frequent campaigns across multiple markets.

• Shortens approval cycles for time-sensitive launches
• Improves coordination between marketing and legal teams
• Reduces the risk of publishing unapproved content