Make signed agreement files easier to collect for compliance
Let a recurring check gather completed signed documents that are relevant to your compliance evidence work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
Why this helps
Signed files can be scattered across completed agreements and require repeated searches when evidence is due.
- Collect signed files as part of a recurring evidence routine.
- Reduce time spent searching for completed agreements.
- Give the compliance team a more consistent retrieval handoff.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Documenso once in the Notis portal.
- 2Create an automation and describe which completed signed documents to retrieve.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real completed document and confirm the downloaded file is the expected evidence.
Questions about this workflow
How does the workflow identify relevant documents?
Describe the criteria in the instruction and ensure the connected Documenso account can find the documents. The workflow should not rely on unavailable history or metadata.
Does downloading a signed document change its status?
No. The action retrieves the signed file from Documenso.
Can this prove that every compliance document was retrieved?
Only if the search results expose the full set matching your criteria. Validate the first run against the documents you expect.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Documenso. A trigger fires from one place; an action lands in another.
21risk triggers
Documenso 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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Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
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Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
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Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
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Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
21risk and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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