OpenText Lens - Data Visibility - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between OpenText Lens - Data Visibility and OpenText Core Signature

1. Pre-signature document risk review for contracts and agreements

OpenText Lens - Data Visibility can scan contract repositories and related content to identify sensitive, obsolete, or duplicate documents before they are routed for signature in OpenText Core Signature. This helps legal and procurement teams ensure only the correct, current version of an agreement is signed.

• Data flow: OpenText Lens - Data Visibility to OpenText Core Signature
• Business value: Reduces signature errors, version confusion, and compliance risk
• Typical users: Legal, procurement, contract administrators

2. Sensitive content detection before employee onboarding signatures

HR teams can use OpenText Lens - Data Visibility to locate personal data, medical information, or other regulated content in onboarding packets and supporting files before sending them through OpenText Core Signature. This ensures that only necessary documents are included and that sensitive content is handled appropriately.

• Data flow: OpenText Lens - Data Visibility to OpenText Core Signature
• Business value: Improves privacy control and reduces exposure of unnecessary personal data
• Typical users: HR operations, compliance, employee experience teams

3. Cleanup of obsolete approval documents before e-signature migration

During a migration from paper-based or legacy approval processes to OpenText Core Signature, OpenText Lens - Data Visibility can identify outdated forms, redundant templates, and inactive approval records. Teams can remove unnecessary content before digitizing workflows, resulting in a cleaner and more manageable signature environment.

• Data flow: OpenText Lens - Data Visibility to OpenText Core Signature
• Business value: Lowers migration effort and prevents legacy clutter from entering digital workflows
• Typical users: Records management, IT, business process owners

4. Compliance-driven routing of regulated documents for signature

OpenText Lens - Data Visibility can classify documents containing regulated information such as financial data, customer identifiers, or confidential clauses. Based on that classification, documents can be routed into OpenText Core Signature with the correct approval path, signer group, or retention handling.

• Data flow: OpenText Lens - Data Visibility to OpenText Core Signature
• Business value: Supports policy-based approval workflows and audit readiness
• Typical users: Compliance, legal, risk management, operations

5. Signature package validation for customer onboarding

Before sending onboarding packets to customers, OpenText Lens - Data Visibility can review the supporting documents to confirm that required forms are present and that unnecessary attachments are removed. OpenText Core Signature then manages the execution of the final onboarding package, improving turnaround time and reducing rework.

• Data flow: OpenText Lens - Data Visibility to OpenText Core Signature
• Business value: Faster onboarding and fewer incomplete signature packets
• Typical users: Customer operations, sales operations, onboarding teams

6. Post-signature repository analysis for retention and cleanup

After documents are signed in OpenText Core Signature and stored in enterprise repositories, OpenText Lens - Data Visibility can analyze the signed content to identify duplicates, expired agreements, and records eligible for retention review. This helps organizations reduce storage costs and improve records governance.

• Data flow: OpenText Core Signature to OpenText Lens - Data Visibility
• Business value: Improves records lifecycle management and reduces repository bloat
• Typical users: Records management, information governance, IT storage teams

7. Audit support for signed documents containing sensitive information

When signed documents are subject to audit or legal review, OpenText Lens - Data Visibility can help locate related unstructured content across repositories, including drafts, supporting evidence, and prior versions. OpenText Core Signature provides the signed final document, while Lens helps teams trace the broader document set needed for investigations or audits.

• Data flow: Bi-directional, with OpenText Core Signature providing signed artifacts and OpenText Lens - Data Visibility providing repository discovery
• Business value: Speeds audit response and strengthens defensibility
• Typical users: Internal audit, legal, compliance, eDiscovery teams

8. Governance of signature templates and approval forms

OpenText Lens - Data Visibility can identify outdated, duplicated, or noncompliant signature templates stored across shared repositories. Those findings can be used to clean and standardize the templates that feed OpenText Core Signature, ensuring employees use approved forms and reducing process variation.

• Data flow: OpenText Lens - Data Visibility to OpenText Core Signature
• Business value: Standardizes approval workflows and reduces template sprawl
• Typical users: Business process owners, legal ops, document control teams