[v4.52] Creation and management of jobs for external signatories (optional)

Content

In addition to internal company personnel, MOXIS also offers external parties the opportunity to sign jobs. This allows people who do not have their own job folder in MOXIS to check a document to be signed and sign it digitally. This article deals with the topic of creating and managing jobs for external signatories.

1. Creation of external orders

To create an external order, start the order creation as usual (see also described here). As soon as you select an external contact as the first contact in the iteartion (see figure 1 [1]), the system defines it as external. Name, email address and telephone number of the contacts can be entered and saved if they are not yet stored in the address book. Further information on creating external contacts can be found here.

XiTip
External contacts can use two signature qualities: simple/advanced and qualified signature. Approval is not provided for external signatories.

Please note: If the signature process is configured so that the signer must authenticate themselves via SMS TAN or password, the simple signature becomes an advanced signature. This is also the case if the recording of biometric data is specified in the process.

2. Managing external jobs

In addition to the general management options for jobs, there are two further options for processing documents sent to external users in the detail view of the job:

(1) Access the QR code (see Figure 2 [1]):
The QR code can be scanned with a mobile phone. The user is then forwarded to the signature page from the mobile phone.

(2) Access the signature link (see Figure 2 [2]):
The link is used to send the message by email, for example. The user is forwarded directly to the signature page.