Review BoldSign documents sent on behalf of users
Bring delegated signature activity into a regular, easy-to-scan review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Behalf Documents
List documents sent by you or on behalf of other users.
Why this helps
Documents sent for other people can be hard to track when updates live outside your normal workflow.
- Review the specific BoldSign collection for behalf documents.
- Summarize returned records using criteria in your instruction.
- Deliver a recurring report to your selected channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which behalf documents to review and how to summarize them.
- 4Choose a recurring schedule and a channel for run reports.
- 5Run one real review and check the summary against the returned records.
Questions about this workflow
What does this review include?
It uses the BoldSign action for listing documents sent on behalf of users. The report is limited to data returned by that action.
Can it compare against an internal ownership history?
Only if that history is supplied to Notis. The listed action does not establish an external ownership baseline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Boldsign. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Retrieve details for a brand by its identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
List all brands in the account.
Create Custom Field
Create a custom field for a specific brand.
Edit Custom Field
Edit an existing custom field.
List Behalf Documents
List documents sent by you or on behalf of other users.
Edit Document (Beta)
Edit a draft or sent document before it is finalized.
Extend Document Expiry
Extend a document’s expiry date before it is signed.
List Documents
List documents in My Documents.
Connect any two apps with Notis in the middle.
ActiveMerge and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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