Track signature work sent on behalf of others
Make delegated document activity easier to review with a concise, scheduled list of records that may need attention.
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 someone else can be hard to track when ownership and status are spread across tools.
- Review delegated document activity on a predictable schedule.
- Surface potential follow-ups without manually searching records.
- Keep uncertain ownership or document matches visible in the report.
Setup
Build it in a few focused steps.
- 1Connect Affinda and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to list documents sent on behalf of users, summarize those needing attention, and include related Affinda details only when the relationship is clear.
- 4Pick the Notis cron trigger and choose a schedule, then choose where run reports should go.
- 5Test with one real review and confirm that the reported records and ownership details match BoldSign.
Questions about this workflow
Can Notis determine the correct owner for every document?
Only if BoldSign returns the ownership information. The report should identify missing or unclear ownership instead of inferring it.
Does the workflow edit or resend documents?
No. It lists and summarizes documents sent on behalf of users. Changes or resending are not part of this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Boldsign. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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