OpenText Directory Services - OpenText Core Signature Integration and Automation

Integrate OpenText Directory Services Security / Identity Access Management and OpenText Core Signature Business Transaction Management apps with any of the apps from the library with just a few clicks. Create automated workflows by integrating your apps.

Common Integration Use Cases Between OpenText Directory Services and OpenText Core Signature

OpenText Directory Services provides centralized identity, group, and role management, while OpenText Core Signature enables secure, legally binding electronic signatures. Together, they support controlled, auditable approval workflows where the right users are identified, assigned, and authorized to sign at the right time.

1. Automated signer assignment based on directory roles

When a document enters a signature workflow in OpenText Core Signature, the system can pull user and group data from OpenText Directory Services to automatically assign signers based on role, department, or business unit.

Data flow: OpenText Directory Services to OpenText Core Signature
Business value: Reduces manual routing errors and speeds up approval initiation
Example: HR policy documents are routed to the current HR manager and legal approver without manual lookup

2. Centralized identity synchronization for signature access control

User identities maintained in OpenText Directory Services can be synchronized into OpenText Core Signature to ensure only authorized employees can access signing tasks, templates, and delegated approval rights.

Data flow: OpenText Directory Services to OpenText Core Signature
Business value: Improves security and reduces the risk of unauthorized document access
Example: Only members of the procurement group can access vendor contract signing workflows

3. Automatic deprovisioning of signature access when users leave or change roles

When an employee is disabled, transferred, or removed from a group in OpenText Directory Services, their access to OpenText Core Signature can be updated automatically to prevent orphaned approvals and stale permissions.

Data flow: OpenText Directory Services to OpenText Core Signature
Business value: Strengthens compliance and reduces security exposure
Example: A departing manager no longer receives signature requests or retains access to pending contracts

4. Delegation and backup signer management using directory group membership

OpenText Directory Services can provide current organizational structure and group membership so OpenText Core Signature can assign backup signers or delegated approvers when primary signers are unavailable.

Data flow: OpenText Directory Services to OpenText Core Signature
Business value: Prevents workflow delays and supports business continuity
Example: If a regional director is on leave, the workflow automatically routes to the designated backup in the same management group

5. Pre-population of signer details from the enterprise directory

OpenText Core Signature can use directory attributes such as name, email address, title, and department from OpenText Directory Services to pre-fill signer profiles and document metadata.

Data flow: OpenText Directory Services to OpenText Core Signature
Business value: Improves data accuracy and reduces duplicate entry
Example: A sales contract automatically includes the signer?s current title and corporate email address from the directory

6. Audit-ready approval workflows tied to verified user identities

By linking signature events in OpenText Core Signature to authenticated identities from OpenText Directory Services, organizations can strengthen audit trails for regulated approvals and internal controls.

Data flow: Bi-directional
Business value: Enhances traceability and supports compliance reviews
Example: A signed vendor agreement can be traced to the exact directory identity and role of the approver at the time of signing

7. Onboarding workflows for employees and contractors

During onboarding, OpenText Directory Services can create or activate user accounts and group memberships, while OpenText Core Signature handles signing of employment contracts, policy acknowledgements, and confidentiality agreements.

Data flow: Bi-directional
Business value: Creates a streamlined onboarding process across HR and IT
Example: Once a new hire is added to the directory, they receive signature requests for offer letters and compliance forms automatically

8. Role-based approval routing for contracts and internal policies

OpenText Directory Services can supply organizational roles and reporting structures that OpenText Core Signature uses to route documents through the correct approval chain, such as manager, finance, legal, and executive signoff.

Data flow: OpenText Directory Services to OpenText Core Signature
Business value: Standardizes approval paths and reduces bottlenecks
Example: A purchase agreement is routed first to the requester?s manager, then finance, then legal based on directory-defined roles

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