Review archive candidate documents
Keep active contract views focused and easier to navigate.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
Old completed documents accumulate until finding current work becomes difficult.
- Keeps active work easier to scan
- Creates a repeatable cleanup review
- Reduces dashboard clutter
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and BoldSign in Notis once.
- 2Create an automation describing your archive candidate criteria.
- 3Choose a notis_cron schedule for the review.
- 4Select a report channel for the candidate list.
- 5Test with one completed document set.
Questions about this workflow
Does this delete documents?
No, it lists and summarizes candidates for your review.
Which criteria can I use?
Use the document filters and status information available from BoldSign, plus your stated review rule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Boldsign. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
0CodeKit and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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