OpenText Extended ECM - Content Server - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between OpenText Extended ECM - Content Server and OpenText Core Signature

1. Contract approval and execution workflow

Business users draft contracts in OpenText Extended ECM - Content Server, where version control, metadata, and approval routing are managed. Once the final version is approved, the document is sent to OpenText Core Signature for legally binding signatures. After completion, the signed copy and audit trail are automatically returned to Content Server for retention, search, and compliance.

Data flow: OpenText Extended ECM - Content Server to OpenText Core Signature, then back to OpenText Extended ECM - Content Server

Business value: Shortens contract cycle times, improves auditability, and ensures the signed record is governed in the enterprise repository.

2. HR employee onboarding documents

HR teams store onboarding packages in OpenText Extended ECM - Content Server, including offer letters, policy acknowledgements, and employment agreements. Documents requiring signature are routed to OpenText Core Signature for employee execution. Signed forms are then archived in Content Server with employee metadata for secure long term retention and easy retrieval.

Data flow: OpenText Extended ECM - Content Server to OpenText Core Signature, then back to OpenText Extended ECM - Content Server

Business value: Reduces manual paperwork, accelerates new hire processing, and creates a complete personnel record.

3. Customer onboarding and account opening

For customer onboarding, application forms and disclosures are managed in OpenText Extended ECM - Content Server with workflow, classification, and retention controls. When customer consent or agreement is required, the documents are sent to OpenText Core Signature. Completed forms are returned to Content Server and linked to the customer file for downstream service and compliance teams.

Data flow: OpenText Extended ECM - Content Server to OpenText Core Signature, then back to OpenText Extended ECM - Content Server

Business value: Improves customer experience, reduces onboarding delays, and supports regulatory evidence requirements.

4. Policy acknowledgements and compliance attestations

Legal, compliance, or HR teams publish policies in OpenText Extended ECM - Content Server and assign acknowledgement workflows to employees or contractors. OpenText Core Signature is used to capture signed attestations for policies such as code of conduct, privacy notices, or security training completion. Signed acknowledgements are stored in Content Server as governed records.

Data flow: OpenText Extended ECM - Content Server to OpenText Core Signature, then back to OpenText Extended ECM - Content Server

Business value: Strengthens compliance evidence, simplifies audit preparation, and provides centralized retention of acknowledgements.

5. Procurement and supplier agreement execution

Procurement teams manage supplier contracts, statements of work, and amendments in OpenText Extended ECM - Content Server. After internal review and approval, the final documents are sent to OpenText Core Signature for supplier execution. Once signed, the executed agreement and signature certificate are stored in Content Server and linked to the supplier record.

Data flow: OpenText Extended ECM - Content Server to OpenText Core Signature, then back to OpenText Extended ECM - Content Server

Business value: Speeds supplier onboarding, improves contract governance, and ensures a single controlled source of truth.

6. Sales order and quote acceptance

Sales operations teams maintain quotes, order forms, and amendments in OpenText Extended ECM - Content Server. When customer acceptance is required, the document is routed to OpenText Core Signature for signature. The signed acceptance is then returned to Content Server and made available to finance, fulfillment, and customer service teams.

Data flow: OpenText Extended ECM - Content Server to OpenText Core Signature, then back to OpenText Extended ECM - Content Server

Business value: Reduces order processing delays, improves handoff between sales and operations, and preserves a compliant transaction record.

7. Records management for signed legal documents

Legal departments use OpenText Extended ECM - Content Server to manage the lifecycle of high value documents such as NDAs, settlement agreements, and board resolutions. OpenText Core Signature is used to obtain signatures, after which the final executed documents and audit evidence are automatically filed in Content Server with the correct retention schedule and security classification.

Data flow: OpenText Core Signature to OpenText Extended ECM - Content Server

Business value: Ensures signed documents are captured as official records, supports defensible retention, and reduces manual filing effort.

8. Bi directional status tracking for approval workflows

Content Server can initiate signature requests and track document metadata, while OpenText Core Signature returns status updates such as sent, viewed, signed, declined, or expired. This bi directional integration allows business users to monitor signature progress directly from the content workflow and trigger reminders, escalations, or next step approvals based on signature status.

Data flow: Bi directional between OpenText Extended ECM - Content Server and OpenText Core Signature

Business value: Improves process visibility, reduces follow up effort, and enables automated exception handling across departments.