SFTP - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between SFTP and OpenText Core Signature

1. Secure Contract Package Delivery for Signature

Data flow: SFTP ? OpenText Core Signature

Legal, procurement, or sales teams can place finalized contract packages, order forms, or statements of work on an SFTP server for secure pickup by OpenText Core Signature. The signature platform then initiates the signing workflow for internal approvers, customers, or vendors. This is useful when contracts are generated by upstream systems such as ERP, CRM, or document composition tools and need to be transferred securely before signature.

Business value: Reduces manual email handling, protects sensitive contract data in transit, and speeds up turnaround time for legally binding approvals.

2. Signed Document Archiving to Secure File Repositories

Data flow: OpenText Core Signature ? SFTP

After a document is fully executed, OpenText Core Signature can export the signed PDF, audit trail, and certificate of completion to an SFTP location for downstream archiving or distribution. This is common for finance, HR, and legal teams that need signed records stored in a controlled repository or forwarded to records management, ECM, or backup systems.

Business value: Ensures signed documents are retained in secure enterprise storage, supports compliance and audit requirements, and simplifies handoff to records teams.

3. Secure HR Onboarding Document Exchange

Data flow: SFTP ? OpenText Core Signature ? SFTP

HR systems can deposit onboarding packets, offer letters, policy acknowledgements, and tax forms on SFTP for signature initiation. Once candidates or employees sign, the completed documents and audit logs are returned to SFTP for ingestion into HRIS, payroll, or employee file repositories. This supports high-volume onboarding processes where documents must be exchanged securely and tracked end to end.

Business value: Accelerates onboarding, reduces paper-based processing, and creates a secure, auditable workflow for employee records.

4. Customer Agreement Processing for B2B Sales

Data flow: CRM or order system ? SFTP ? OpenText Core Signature ? SFTP

Sales operations can export customer agreements, pricing addenda, or renewal documents from CRM or order management systems to SFTP. OpenText Core Signature routes the documents for customer signature, then returns the executed files to SFTP for automatic update of the CRM record, billing system, or customer master file. This is especially valuable for recurring renewals and high-volume B2B contracting.

Business value: Shortens sales cycle time, improves contract visibility, and reduces errors caused by manual document handling.

5. Vendor and Supplier Agreement Exchange

Data flow: SFTP ? OpenText Core Signature

Procurement teams can use SFTP to securely exchange supplier agreements, NDAs, compliance attestations, and rate cards with external vendors. OpenText Core Signature manages the approval and signature process, while SFTP serves as the controlled transfer channel for both outgoing drafts and incoming executed documents. This is useful when suppliers operate in environments that require secure file-based exchange rather than direct application integration.

Business value: Supports secure supplier onboarding, improves compliance tracking, and enables standardized contract processing across many vendors.

6. Regulated Document Signing for Financial and Compliance Workflows

Data flow: SFTP ? OpenText Core Signature ? ECM or compliance archive via SFTP

Organizations in regulated industries can transfer financial disclosures, policy acknowledgements, audit confirmations, or regulatory forms through SFTP to OpenText Core Signature for legally binding signatures. After completion, signed documents and audit evidence are sent back through SFTP to compliance archives or enterprise content management systems. This pattern is common where strict controls are required for document custody and traceability.

Business value: Strengthens compliance posture, preserves chain of custody, and provides a reliable audit trail for regulated records.

7. Batch Signature Processing for High-Volume Document Operations

Data flow: SFTP ? OpenText Core Signature

Enterprises can drop large batches of documents such as renewal notices, consent forms, or policy updates onto SFTP for automated ingestion into OpenText Core Signature. The platform can then distribute documents to the correct signers based on metadata or file naming conventions. This is effective for operations teams managing repetitive, high-volume signature requests across multiple business units.

Business value: Reduces manual submission effort, improves throughput, and standardizes signature workflows across departments.

8. Disaster Recovery and Controlled Backup of Executed Agreements

Data flow: OpenText Core Signature ? SFTP

Completed agreements, signature certificates, and related metadata can be exported from OpenText Core Signature to a secure SFTP destination as part of a backup or disaster recovery strategy. This ensures critical signed records are preserved outside the primary application environment and can be restored or reprocessed if needed.

Business value: Protects business-critical records, supports continuity planning, and provides an additional secure copy of legally binding documents.