Audit Partner Documents Sent on Behalf of Others
Bring documents sent on behalf of colleagues into a regular review, with partner context available to guide triage.
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 a team member can become hard to track when the person managing partner operations is not the sender.
- List documents sent on behalf of users.
- Triage returned documents against partner context supplied to Notis.
- Get a recurring review without manually searching through records.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and BoldSign once in the Notis portal.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Tell Notis to review documents sent on behalf of users and report partner-related items using your supplied context.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one real example and verify the returned document details support the report.
Questions about this workflow
Can this action list documents for any BoldSign user?
It lists documents sent on behalf of users, subject to the connected account's access and returned results.
What partner information should I provide?
Provide enough context, such as partner names or identifiers, for Notis to relate returned documents to your affiliate records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Boldsign. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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