Review Team Documents for Partner Signature Work
See partner-related signature work across the team in a single recurring report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Documents
List documents belonging to the team.
Why this helps
Partner agreements can be sent by different team members, leaving no single person with a clear view of what is in progress.
- Retrieve team documents with available filters.
- Summarize partner-related items using context supplied to Notis.
- Give the team a recurring view of signature work.
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 list team documents and report those related to partners using your supplied context.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real team document and check the report against its details.
Questions about this workflow
Does this list only partner documents?
The action lists team documents. Notis can filter the returned results when document details or supplied context identify partner-related items.
Do I need team access in BoldSign?
The connected BoldSign account must be able to retrieve the team documents you want reviewed.
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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