Remove authentication from a document
Apply an approved exception to the exact document that needs a simpler signing path.
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
Authentication settings can block a time-sensitive signing process when an exception is approved.
- Apply approved exceptions quickly
- Keep the request tied to a specific document
- Reduce manual administrative steps
Setup
Build it in a few focused steps.
- 1Connect 1Password and BoldSign in the Notis portal.
- 2Create an automation named Document authentication change.
- 3Tell Notis to remove authentication from the specified BoldSign document only when the 1Password handoff confirms approval.
- 4Pick the notis_webhook trigger and choose a report channel.
- 5Test with one approved document.
Questions about this workflow
Does this affect every document?
No. The instruction must identify the specific BoldSign document.
What approval is needed?
Include the approval context in the webhook payload or instruction.
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.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
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.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
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.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
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
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.