MOXIS 4.50 User manual

[v4.50] Daily workflows

• [v4.50] Create jobs
• [v4.50] Defining iterations
• [v4.50] Define signature qualities

[v4.50] Recipients overview

• [v4.50] The address books
• [v4.50] Recipients
• [v4.50] External contacts
• [v4.50] Create and edit recipient groups

[v4.50] Form fields overview

• [v4.50] Form fields
• [v4.50] Form fields adaptations and configurations
• [v4.50] Assignment of integrated form fields

[v4.50] Series function (optional)

• [v4.50] Requirements for orders with a series function (optional)
• [v4.50] Creating orders with the series function

[v4.50] Sign documents

• [v4.50] Flag the job and release it for signature or approval
• [v4.50] The signature process in MOXIS 4-50
• [v4.50] A-Trust signature process
• [v4.50] D-Trust signature process
• [v4.50] Swisscom signature process
• [v4.50] Reject documents
• [v4.50] Jobs with locked documents

[v4.50] Manage jobs overview

• [v4.50] Manage sent or completed jobs
• [v4.50] Sent jobs – Manage serial jobs (optional)

[v4.50] External signers overview

• [v4.50] Creation and management of jobs for external signatories (optional)
• [v4.50] Advanced signature for external signatories
• [v4.50] Qualified signature for external signatories
• [v4.50] MOXIS Guest: The signing process for external signatories

[v4.50] Working with templates - an overview

• [v4.50] Creating templates in MOXIS 4.50
• [v4.50] Creating a job using a template

[v4.50] Personal Settings

• [v4.50] Personal Settings in MOXIS
• [v4.50] Account Settings in MOXIS
• [v4.50] Profiles for qualified signatures - overview
• [v4.50] Set up simple signature profiles
• [v4.50] Signature type (formerly signature category)
• [v4.50] Notifications
• [v4.50] Edit representatives
• [v4.50] Templates
• [v4.50] Placeholder generator (optional) overview