Audit documents sent on behalf of risk owners
Gather signing evidence for an audit without asking every owner to search manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Audit preparation becomes a scramble when documents were sent by different people.
- Consolidates distributed evidence
- Highlights missing records
- Speeds audit preparation
Setup
Build it in a few focused steps.
- 1Connect 21risk and BoldSign once in Notis.
- 2Create an automation for audit evidence collection.
- 3Tell Notis to list behalf documents and summarize how each supports the supplied 21risk controls.
- 4Choose the notis_webhook trigger and a report destination.
- 5Test with one audit scope.
Questions about this workflow
Can this identify evidence gaps?
Yes, if you provide the controls or checklist scope, Notis can compare it with returned documents.
Does it alter documents?
No. This workflow only retrieves and analyzes behalf documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Boldsign. A trigger fires from one place; an action lands in another.
21risk triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
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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.
21risk and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Boldsign.