Skip to content
Notis

Remove authentication before signing

Resolve an approved access issue without rebuilding the document.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Remove Document Authentication

Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.

Why this helps

A signer authentication mismatch can block an otherwise ready contract.

  • Unblocks eligible signers
  • Avoids recreating documents
  • Creates a clear action record

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and BoldSign in Notis once.
  • 2Create an automation describing the authorization rule and removal request.
  • 3Choose the notis_webhook trigger for approved requests.
  • 4Select where the result and audit note should go.
  • 5Test with one authorized document.

Questions about this workflow

Should this be used for every document?

No, limit it to requests that meet your stated authorization rule.

Does it change the document content?

No, it removes the configured authentication requirement.

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.

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

Create Custom Field

Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.

ActionInstant

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

List Behalf Documents

Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.

ActionInstant

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.