Keep BoldSign drafts aligned with renamed files
A file changes location or name. Notis keeps the related BoldSign draft understandable.
Trigger
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Action
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Why this helps
Renamed files make draft documents hard to identify and maintain.
- Keep draft records recognizable
- Reduce searching after reorganizations
- Preserve a consistent document trail
Setup
Build it in a few focused steps.
- 1Connect OneDrive and BoldSign once in Notis.
- 2Create an automation named Renamed file draft update.
- 3Describe how to identify the matching BoldSign draft and what should change.
- 4Pick OneDrive Item Moved or Renamed as the trigger and choose a report channel.
- 5Test with one draft file.
Questions about this workflow
Can this update a sent document?
Use a rule that limits edits to drafts because BoldSign editing support depends on document state.
How does Notis identify the draft?
Provide a naming pattern, document identifier, or other matching clue in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Boldsign. A trigger fires from one place; an action lands in another.
One drive triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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Connect any two apps with Notis in the middle.
One drive and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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