Templafy - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between Templafy and OpenText Core Signature

1. Branded contract generation and e-signature routing

Templafy can generate standardized contract documents from approved templates, auto-populating customer, pricing, and legal data from CRM or ERP systems. The completed document is then sent to OpenText Core Signature for legally binding signature collection. This creates a controlled end-to-end workflow from document creation to execution, reducing manual editing, version errors, and turnaround time for sales and legal teams.

Data flow: Templafy to OpenText Core Signature

2. HR offer letters and employment agreements

HR teams can use Templafy to create compliant offer letters, employment contracts, and policy acknowledgements using the latest approved templates and localized content. Once generated, the documents are automatically routed to OpenText Core Signature for candidate signing and internal approvals. This improves onboarding speed, ensures consistent branding and legal language, and reduces administrative effort across HR and recruiting.

Data flow: Templafy to OpenText Core Signature

3. Customer onboarding document packs

For regulated onboarding processes, Templafy can assemble a complete document package such as account opening forms, disclosures, and service agreements with accurate customer data and required disclaimers. OpenText Core Signature then manages the signature sequence for customers, relationship managers, and compliance reviewers. This is especially valuable in financial services and insurance, where document accuracy and auditability are critical.

Data flow: Templafy to OpenText Core Signature

4. Legal and compliance-approved document execution

Legal and compliance teams can maintain approved templates in Templafy with mandatory clauses, jurisdiction-specific language, and brand controls. After a document is assembled and validated, OpenText Core Signature captures signatures and preserves the signed version for audit and retention. This helps organizations enforce governance before execution and maintain a defensible record of what was signed.

Data flow: Templafy to OpenText Core Signature, with signed output returned to document repositories

5. Sales proposal approval and signature workflow

Sales teams can create branded proposals, statements of work, and order forms in Templafy using current product descriptions, pricing blocks, and approved legal terms. OpenText Core Signature can then manage the approval and signature process with internal stakeholders and customers. This shortens the quote-to-cash cycle, reduces rework from outdated content, and gives sales operations better control over document consistency.

Data flow: Templafy to OpenText Core Signature

6. Policy acknowledgement and employee attestation

Templafy can generate policy documents, code of conduct acknowledgements, and annual attestation forms using the latest corporate-approved content. OpenText Core Signature collects employee signatures and returns completion status to HR or compliance systems. This supports enterprise governance programs by making it easier to track who has reviewed and accepted required policies.

Data flow: Templafy to OpenText Core Signature, with status updates back to HR or compliance systems

7. Signed document archiving and retrieval

After a document is signed in OpenText Core Signature, the final executed copy can be stored in OpenText ECM or another records repository, while Templafy retains the source template and version history. This creates a clear separation between template governance and executed records, helping organizations support audits, legal discovery, and retention policies. It also ensures employees always start from the correct approved template when creating similar documents in the future.

Data flow: OpenText Core Signature to OpenText ECM and optionally back to Templafy for template analytics and governance

8. Multi-step approval with template control and signature completion

In complex workflows, Templafy can be used to generate a controlled document draft that is first reviewed by managers, legal, or finance teams. Once approved, the document is sent to OpenText Core Signature for final execution by external parties or employees. This is useful for procurement agreements, partner contracts, and high-value service engagements where both content governance and formal signature control are required.

Data flow: Bi-directional between Templafy, OpenText Core Signature, and approval or records systems