Review documents sent on behalf of users
Keep track of signature requests sent for someone else without relying on memory.
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
Requests sent on behalf of teammates can be easy to lose track of when ownership is not obvious.
- Include behalf documents in a recurring review.
- Surface follow-ups using supplied parsed contract details.
- Keep the report focused on actionable items.
Setup
Build it in a few focused steps.
- 1Connect Airparser and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to list documents sent on behalf of users and summarize relevant supplied contract references.
- 4Choose a recurring schedule trigger and a channel for run reports.
- 5Test with one known behalf document and confirm the report.
Questions about this workflow
What documents does this review cover?
It uses BoldSign's list of documents sent on behalf of users. Provide contract references or context to focus the summary.
Will it reassign a document owner?
No. It lists and summarizes documents; it does not change ownership or document settings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Boldsign. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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