Prepare an embedded authoring session for a processed document
Reduce the setup handoff when a processed document needs to enter an embedded authoring flow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Embedding Presign Token V2 Beta
Creates a token for embedded document and template editing sessions.
Why this helps
Starting an embedded authoring session can require a separate token step that interrupts document processing.
- Automate the token preparation step.
- Reduce context switching during document authoring.
- Keep session setup connected to processed document work.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the embedded session workflow.
- 3Tell Notis when a processed document needs a new or renewed embedded authoring token.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document and verify the authoring session can use the token.
Questions about this workflow
Does this create or send a signature request?
No. It creates a presign token for an embedded authoring session; document creation and distribution are separate actions.
When should the token be renewed?
Specify the session condition that requires renewal in the automation instruction, based on the information available to your workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Documenso. A trigger fires from one place; an action lands in another.
Affinda triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Creates a token for embedded document and template editing sessions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Delete Document Fields
Deletes one or more fields from a document.
Create Document Field
Adds one field to a document in draft status.
Delete Template
Permanently deletes a template; this action cannot be undone.
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Distribute Document V2
Sends a draft document to recipients for signing for the first time.
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Connect any two apps with Notis in the middle.
Affinda and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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