Review signature requests sent on behalf of your team
See which delegated signature requests may need a follow-up without reopening every conversation.
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 another user can be hard to keep track of when ownership and customer context are split across tools.
- Review documents sent on behalf of users in one scheduled run.
- Apply follow-up criteria you describe in plain language.
- Reduce manual checking across delegated signature work.
Setup
Build it in a few focused steps.
- 1Connect Addresszen and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for delegated document review.
- 3Tell Notis to list documents sent on behalf of users and highlight those matching the customer or address context you supply.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example.
Questions about this workflow
Does the workflow monitor Addresszen events?
No. It uses a Notis schedule and the BoldSign list action. Addresszen has no native triggers in this setup.
What information can guide the review?
You can provide customer, address, ownership, or follow-up criteria in the instruction, provided the returned data can support the requested review.
Will it send reminders to signers?
No. The listed action retrieves documents sent on behalf of users. It does not send reminders.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Boldsign. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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