Remove document authentication after approval
Apply a clear, approved exception without searching for the document manually.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Remove Document Authentication
Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.
Why this helps
Authentication changes requested by email can be delayed or applied to the wrong document.
- Process approved exceptions faster
- Keep a clear audit trail
- Reduce document lookup work
Setup
Build it in a few focused steps.
- 1Connect Outlook and BoldSign once in Notis.
- 2Create an automation and tell Notis to remove authentication only for approved requests with an unambiguous document match.
- 3Pick New Sent Message as the trigger.
- 4Choose a report channel.
- 5Test with one real approved request.
Questions about this workflow
Can it act on incoming requests instead?
Yes, use New Outlook Message if the approval arrives as an incoming message.
What if multiple documents match?
Notis should report the ambiguity and wait for a clearer identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Boldsign. A trigger fires from one place; an action lands in another.
Outlook triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Outlook and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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