Adobe InDesign Server - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between Adobe InDesign Server and OpenText Core Signature

1. Automated approval of generated sales collateral

Flow: Adobe InDesign Server – OpenText Core Signature

InDesign Server generates personalized brochures, product sheets, or proposals from approved templates and data sources. The resulting PDF is routed to OpenText Core Signature for internal or customer approval before distribution or printing.

• Marketing or sales operations creates the document automatically
• Legal, brand, or regional approvers sign off electronically
• Approved versions are released to CRM, DAM, or print queues

Business value: Reduces manual review cycles, shortens time to market, and ensures only approved collateral is used externally.

2. Contract packet generation and signature collection

Flow: Adobe InDesign Server – OpenText Core Signature

Organizations use InDesign Server to assemble branded contract packets, order forms, or service agreements with customer-specific terms, pricing, and attachments. OpenText Core Signature then captures signatures from customers and internal stakeholders.

• Contract documents are generated from ERP, CPQ, or CRM data
• Signature routing follows predefined approval rules
• Executed documents are archived in ECM or contract repositories

Business value: Speeds up deal closure, improves document consistency, and removes manual printing and scanning steps.

3. Personalized onboarding document packs

Flow: Adobe InDesign Server – OpenText Core Signature

HR or customer onboarding teams can generate personalized welcome packs, policy acknowledgements, benefit summaries, or service enrollment forms through InDesign Server. OpenText Core Signature is used to collect required acknowledgements and signatures from employees or customers.

• Documents are tailored by role, region, or product selection
• Signature completion is tracked centrally
• Signed forms are stored in HRIS, CRM, or ECM systems

Business value: Improves onboarding speed, ensures compliance with mandatory acknowledgements, and creates a consistent experience across teams.

4. Price list and quotation approval workflow

Flow: Adobe InDesign Server – OpenText Core Signature

In industries with frequent pricing changes, InDesign Server can generate branded price lists or quotations from product and pricing data. OpenText Core Signature is then used to obtain approval from sales managers, finance, or customers before the quote is finalized.

• Pricing documents are produced in batch or on demand
• Approvals are captured before release to the customer
• Signed quotes can be linked back to CRM opportunities

Business value: Reduces pricing errors, enforces approval controls, and accelerates quote-to-cash processes.

5. Regulatory or compliance sign-off on published documents

Flow: Adobe InDesign Server – OpenText Core Signature

For regulated industries, InDesign Server can generate publications such as product inserts, policy documents, disclosures, or technical manuals. OpenText Core Signature captures formal sign-off from compliance, legal, or quality teams before publication or distribution.

• Document versions are generated from controlled content sources
• Approvers sign digitally with audit trails
• Final signed files are retained for audit and governance

Business value: Strengthens compliance controls, supports audit readiness, and reduces the risk of publishing unapproved content.

6. Customer-facing proposal and order form execution

Flow: Adobe InDesign Server – OpenText Core Signature

Sales teams can generate polished proposals, statement of work documents, or order forms using InDesign Server. OpenText Core Signature enables customers to review and sign the documents electronically, removing the need for manual printing or email-based approvals.

• Proposal content is assembled from CRM and product systems
• Signature requests are sent directly to the customer
• Completed documents are returned to sales and operations systems

Business value: Improves customer response times, increases close rates, and creates a more professional buying experience.

7. Signed master documents for downstream publishing

Flow: OpenText Core Signature – Adobe InDesign Server

In some workflows, a document must be signed first before it is used as the source for a published version. For example, a signed policy, approved agreement, or executive authorization can be fed into InDesign Server to generate a formatted publication, booklet, or customer-ready version.

• Signature completion triggers document formatting or republishing
• Signed content is transformed into branded output formats
• Final versions are distributed to internal or external audiences

Business value: Ensures published materials reflect the final approved content and supports controlled document release processes.

8. High-volume document production with signature exceptions

Flow: Adobe InDesign Server – OpenText Core Signature

In high-volume publishing environments, most documents are generated and distributed automatically by InDesign Server, while only exception cases requiring formal approval or customer consent are routed to OpenText Core Signature. This creates a hybrid workflow for standard and non-standard documents.

• Standard documents are auto-generated and released
• Exception documents are flagged for signature review
• Status updates can be synchronized back to workflow systems

Business value: Balances automation with control, reduces bottlenecks, and allows teams to focus on exceptions rather than routine processing.