[v4.52] Selecting groups and contacts in a group

Content

There are various ways to add a group to your job. It is also possible to select individual contacts from a group for a job. We will briefly explain your options below.

Step-by-step guide to selecting and adding a group using the search function

Step 1: To add a group using the search function in MOXIS (see figure 1), first enter the search term in the address field (1). If groups have already been created, they will appear in the suggested search results (2). Please click on the relevant group to add it.

Step 2: Now add selected employees from the address book using the edit icon (1) (see figure 2) and make changes to them if necessary. You can learn how to edit group entries here.

• Use the number next to the group (2) to define how many signatories a group must sign for the entry to be considered signed and, if necessary, passed on to the next decision level.

• If you select more than 10 contacts, they will be grouped under one entry. The exact number of added users is displayed in brackets next to the entry.

XiTip 
If all persons must sign, then the number of selected contacts must match the number after the processing symbol. If fewer signatures are needed to forward the order to other available decision levels, you can adjust the number of signatures. As soon as you move the mouse pointer to the number after the processing symbol, you can either change the number using the arrows, delete it, or replace it with another number.

2. Instructions for selecting and adding a group via the address book

Step 1: To add a group via the address book to MOXIS, please open the address book (see figure 3) during the creation of the job by clicking on the [TO:]-button (see figure 3 [1]). Filter the entries according to groups by clicking on the [Groups]-button (see figure 3 [2]). Then place a tick next to the group you want to add (see figure 3 [3]) and click on the [Save]-button (see figure 3 [4]) to add the group.

Step 2: To complete the order, you need to define which recipients should sign, and how many signatures are required to successfully complete the order. Please refer to the explanations accompanying Figure 2.