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Notis

Archive retired templates on schedule

Keep old documents out of the active library after a deliberate review.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Archive Template

Tool to archive a specific template by its unique identifier. use after verifying the template id.

Why this helps

Retired templates linger indefinitely because cleanup is postponed.

  • Reduces active-library clutter
  • Supports deliberate document lifecycle management
  • Makes outdated options less visible

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Docuseal once in Notis.
  • 2Create an automation for quarterly template retirement.
  • 3Tell Notis to archive only the template ids in the confirmed retirement list.
  • 4Pick the notis_cron trigger and choose a report channel.
  • 5Test with one confirmed retired template.

Questions about this workflow

What must be supplied before archiving?

Provide a confirmed retirement list with the exact template ids.

Can this recover an archived template?

No. Use Docuseal's available template management tools for recovery decisions.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 0CodeKit to Docuseal. A trigger fires from one place; an action lands in another.

0CodeKit triggers

Docuseal actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Template

Tool to archive a specific template by its unique identifier. use after verifying the template id.

ActionInstant

Webhook trigger

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

TriggerInstant

Clone Template

Tool to clone an existing template by its id with a new name. use after you have the template id and desired name to duplicate it into the same or a different folder.

ActionInstant

Create Submission From PDF

Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.

ActionInstant

Create Template from HTML

Tool to create a template from html content. use when you need to define a reusable document template directly from html input.

ActionInstant

Get Template

Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.

ActionInstant

List Submissions

Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.

ActionInstant

List Submitters

Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.

ActionInstant

List Templates

Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.

ActionInstant

Connect any two apps with Notis in the middle.

0CodeKit and Docuseal, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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