Keep delegated signing activity from getting lost
Notis can periodically retrieve documents sent on behalf of users and summarize them, making delegated activity easier to review.
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
Documents sent by someone on another person's behalf can be hard to remember to check consistently.
- Creates a recurring view of delegated sending
- Helps surface relevant records from returned data
- Reduces manual account review work
Setup
Build it in a few focused steps.
- 1Connect Ably and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe which available filters to use when listing documents sent on behalf of users and what to summarize.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one run and confirm the results match the delegated review need.
Questions about this workflow
Does this show every team document?
It lists documents sent on behalf of users. Use List Team Documents for a team-wide list.
Can it identify context that BoldSign does not return?
No. Notis can analyze returned data, but any unavailable history or baseline must be provided separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Boldsign. A trigger fires from one place; an action lands in another.
Ably 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 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.
Ably and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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