Keep team signing records in view
A scheduled review can retrieve BoldSign team documents and summarize the returned information for the team or account admin.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Documents
Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
Why this helps
Team-wide signing activity can become hard to track when reviews happen only after someone asks.
- Gives admins a regular view of team documents
- Makes returned records easier to scan
- Reduces ad hoc account-wide searches
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 for the team document review and how to summarize the returned records.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one run and verify the result is useful to the reviewer.
Questions about this workflow
Does this send documents or change their settings?
No. This workflow retrieves team documents for review.
Who should use this workflow?
It is intended for a team or account admin who needs a recurring view of team documents.
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 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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