Review documents sent on behalf of your team
See delegated sending activity in one concise report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Delegated documents are easy to miss when ownership is spread across the team.
- Improve visibility into delegated sending
- Find documents requiring follow-up
- Create an accountable review cadence
Setup
Build it in a few focused steps.
- 1Connect 1Password and BoldSign in the Notis portal.
- 2Create an automation named Delegated document audit.
- 3Tell Notis to list documents sent on behalf of the users or teams referenced in 1Password and summarize exceptions.
- 4Pick the notis_cron trigger and choose the review cadence.
- 5Choose a report channel and test with one real audit.
Questions about this workflow
Can it review every delegated document?
It can list and filter the documents available to the connected BoldSign account.
What should 1Password contain?
Provide the user names, teams, or review criteria in the operational note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Boldsign. A trigger fires from one place; an action lands in another.
1password triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
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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.
1password and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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