Get a scheduled view of documents needing attention
Set a recurring check so document status does not depend on remembering to open BoldSign and scan the list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
List documents in My Documents.
Why this helps
When signature requests are spread across multiple contracts, it is easy to lose track of which ones need a follow-up.
- Bring document status into a recurring report.
- Use BoldSign's available list filters to focus the review.
- Keep follow-up decisions in one predictable place.
Setup
Build it in a few focused steps.
- 1Connect BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list documents using the available filters and summarize returned statuses that need review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check the report against BoldSign.
Questions about this workflow
Can this workflow determine which documents are overdue?
It can summarize dates and statuses returned by BoldSign. Any definition of overdue beyond the available data should be stated in your instruction.
Does it send reminders to signers?
No. This workflow lists documents and reports what may need your attention.
Can I choose how often it runs?
Yes. Pick the recurring schedule when setting the Notis trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Boldsign. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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