Wrike - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between Wrike and OpenText Core Signature

Wrike and OpenText Core Signature complement each other well in organizations that manage structured work in Wrike and require legally binding approvals or signatures to complete business processes. Wrike handles planning, task coordination, stakeholder visibility, and workflow control, while OpenText Core Signature finalizes approvals for documents that must be signed securely and compliantly.

1. Contract review and signature workflow for client projects

Data flow: Wrike to OpenText Core Signature, then OpenText Core Signature back to Wrike

Project teams can manage contract drafting, internal review, and approval tasks in Wrike. Once a contract is ready, Wrike can trigger the signature process in OpenText Core Signature for client or vendor execution. After signing is complete, the signed document and status update can be returned to Wrike and attached to the project record.

• Reduces delays between project approval and contract execution
• Gives legal, sales, and delivery teams a shared view of contract status
• Ensures signed agreements are stored with the related project work

2. Creative asset approval with formal sign-off

Data flow: Wrike to OpenText Core Signature

Marketing and creative teams often need formal approval for high-value assets such as campaign concepts, brand guidelines, or final production files. Wrike can manage the review cycle, proofing comments, and internal task assignments. When final approval is required, the approved document can be sent to OpenText Core Signature for authorized sign-off by brand, legal, or executive stakeholders.

• Creates a controlled approval path for regulated or high-risk content
• Supports auditability for brand and compliance approvals
• Helps teams move from informal review to legally recognized authorization

3. Customer onboarding document execution

Data flow: Wrike to OpenText Core Signature, then OpenText Core Signature back to Wrike

Professional services, customer success, and operations teams can use Wrike to coordinate onboarding tasks such as account setup, service activation, and document preparation. Required onboarding documents, such as service agreements or welcome packets, can be routed through OpenText Core Signature for customer signature. Once completed, Wrike can automatically update the onboarding project and notify the delivery team.

• Improves onboarding speed and reduces manual follow-up
• Provides visibility into which documents are pending signature
• Helps ensure onboarding milestones are not closed until documents are executed

4. HR document approval and employee signature tracking

Data flow: Wrike to OpenText Core Signature, then OpenText Core Signature back to Wrike

HR teams can manage employee-related workflows in Wrike, including offer letters, policy acknowledgments, and role change documents. Once HR completes internal review, the document can be sent to OpenText Core Signature for employee or manager signature. Signed documents and completion status can then be linked back to the HR workflow in Wrike.

• Supports consistent handling of sensitive HR documents
• Reduces time spent tracking signatures across email and spreadsheets
• Improves compliance with documented approval history

5. Vendor onboarding and procurement approvals

Data flow: Bi-directional

Procurement teams can use Wrike to manage vendor onboarding tasks, due diligence, and internal approval steps. Vendor agreements, NDAs, and procurement forms can be sent to OpenText Core Signature for execution by suppliers and internal approvers. Signed documents can be returned to Wrike, while procurement status updates can trigger next-step tasks such as purchase order creation or account setup.

• Streamlines vendor setup from request to contract execution
• Improves coordination between procurement, finance, and legal teams
• Creates a single operational record for onboarding and signature status

6. Change request and approval control for professional services

Data flow: Wrike to OpenText Core Signature

Consulting and professional services firms can manage scope changes, statement of work updates, and client change requests in Wrike. When a change requires formal acceptance, the revised document can be routed through OpenText Core Signature for client approval. This helps ensure that delivery teams only proceed once the signed change order is received.

• Protects revenue by formalizing scope changes
• Reduces disputes over unauthorized work
• Keeps project execution aligned with signed client commitments

7. Policy acknowledgment and compliance attestation

Data flow: Wrike to OpenText Core Signature, then OpenText Core Signature back to Wrike

Organizations can manage compliance campaigns in Wrike, such as annual policy reviews, code of conduct acknowledgments, or security attestations. Wrike can assign tasks to employees or departments and track completion. Once the acknowledgment document is ready, OpenText Core Signature can collect legally binding signatures and return completion status to Wrike for reporting and audit readiness.

• Improves completion tracking for mandatory compliance activities
• Provides evidence of acknowledgment for audits and internal controls
• Helps compliance teams manage deadlines across large employee groups

8. Approval of project deliverables requiring executive authorization

Data flow: Wrike to OpenText Core Signature

For deliverables that require executive or client authorization, such as final budgets, launch plans, or service acceptance documents, Wrike can manage the review workflow and collect stakeholder comments. Once the deliverable is finalized, OpenText Core Signature can capture the formal approval needed to proceed with implementation, release, or payment.

• Separates collaborative review from formal authorization
• Improves governance for high-impact deliverables
• Ensures approvals are captured in a legally defensible format

Overall, integrating Wrike with OpenText Core Signature helps organizations connect work management with secure document execution. The result is faster approvals, better compliance, fewer manual handoffs, and clearer accountability across project, legal, HR, procurement, and customer-facing workflows.