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Notis

Remove a recipient from the signing document

Handle a confirmed signer change with a focused update to the right Docnify document.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Delete document recipient

Removes a recipient from a document and revokes their access.

Why this helps

When a signer should no longer have access, the correction can be delayed while someone finds the document and recipient record.

  • Removes a specified recipient from a confirmed document.
  • Keeps signer access changes tied to explicit IDs.
  • Reduces delay in carrying out a clear recipient removal.

Setup

Build it in a few focused steps.

  • 1Connect Docnify once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
  • 3Tell Notis to remove the specified recipient only after verifying the document and recipient IDs and confirming removal is intended.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real document and recipient ID where removal is approved.

Questions about this workflow

Does this replace the recipient with someone else?

No. It removes the specified recipient. Adding or updating another recipient uses a separate action.

What must be checked before removal?

Verify both the document ID and recipient ID, and confirm that access should be revoked.

Can Affinda decide who should be removed?

No. Extraction does not establish authorization to remove a signer. Provide a clear, confirmed request.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinda to Docnify. A trigger fires from one place; an action lands in another.

Affinda triggers

Docnify actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Document Recipient

Adds a recipient to a document.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Fields

Adds fields to a document.

ActionInstant

Delete Document

Permanently deletes a document.

ActionInstant

Delete Document Field

Removes a field from a document.

ActionInstant

Delete document recipient

Removes a recipient from a document and revokes their access.

ActionInstant

Get Document

Retrieves a document’s current state and details.

ActionInstant

Get Template

Retrieves details about a template.

ActionInstant

List Documents

Lists documents in the account.

ActionInstant

Connect any two apps with Notis in the middle.

Affinda and Docnify, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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