Keep eligible BoldSign requests from expiring too soon
Let Notis find requests that meet your extension rules and extend their expiry before the deadline passes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
Why this helps
An active contract can stall because a signature request expires while everyone is focused elsewhere.
- Reduce missed signing deadlines for eligible requests.
- Apply your extension rules consistently.
- Keep a report of documents reviewed and acted on.
Setup
Build it in a few focused steps.
- 1Connect BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, define which documents qualify, the extension amount, and when not to extend.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real eligible document and verify the updated expiry.
Questions about this workflow
What starts this workflow?
A Notis schedule (notis_cron). Set it to run often enough for your review needs.
How does Notis know which documents to extend?
It can use the documents returned by List Documents and the conditions you state. Specify how to identify qualifying requests and the intended extension.
Can every document be extended?
Extend Document Expiry (24884) is intended to extend a document's expiry before signing. Your instruction should exclude completed or otherwise ineligible documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Boldsign. A trigger fires from one place; an action lands in another.
Box triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Box and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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