Keep track of signature requests sent on someone else's behalf
Make shared signing work easier to coordinate with a scheduled review of documents sent on behalf of users.
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
Requests sent for teammates can be harder to track when they do not appear in one person's ordinary document review.
- Bring on-behalf documents into a recurring review.
- Reduce manual checks across shared signing responsibilities.
- Send a summary to the report channel your team already uses.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and BoldSign once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis to list BoldSign documents sent on behalf of users on the chosen schedule and summarize items that may need coordination.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real example of a document sent on behalf of a user.
Questions about this workflow
Does this include all team documents?
No. This workflow uses the action for documents sent on behalf of users. Use the team documents action for a team-wide document listing.
Can this workflow send the follow-up itself?
The selected action lists documents. The workflow can report items for coordination, but it does not send an ActiveTrail message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Boldsign. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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