Apply an approved authentication exception
Handle a documented exception without losing track of which signing request it applies to.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Remove Document Authentication
Disable signer authentication on an existing document before signing.
Why this helps
An approved authentication exception can be missed or applied to the wrong request when details are scattered.
- Tie an exception to its originating record
- Require an explicitly identified document
- Report incomplete or ambiguous exception requests
Setup
Build it in a few focused steps.
- 1Connect AnyDB and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for authentication exceptions.
- 3Tell Notis in one instruction to remove authentication only for the explicitly approved matching document, and report any missing approval or identifier.
- 4Choose the Notis webhook trigger and choose where run reports go.
- 5Test with one real, approved exception and verify the document selected.
Questions about this workflow
Will Notis decide whether an exception is appropriate?
The workflow follows the approval recorded in AnyDB. It should report records without explicit approval.
Does this affect future documents too?
The action applies to an existing document. The instruction should identify the specific document to change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Boldsign. A trigger fires from one place; an action lands in another.
AnyDB 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.
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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.
AnyDB and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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