[v4.52] The detail view

Content

The detail view shows all the information about an order. This article provides an overview of how to use the detail view.

1. General information on the detail view

To open the detailed view of the orders, please first click on the Jobs tab in the menu bar. The detailed view is located one level below the job overview.

Depending on the rights you have as a user, various tabs are displayed on the left side of the general menu, which you can use to filter the jobs (see figure 1 [1, 2, 3, 4]). MOXIS offers the following categories:

(1) Received jobs (Qualified Signatures, Approvals & Signatures, Closed; see figure 1 [1])

(2) Sent jobs (Pending, Closed, Serial Jobs; see figure 1 [2])

(3) Drafts (Drafts; see figure 1 [3])

(4) To Manage (Pending, Closed; see Figure 1 [4])

XiTip
Please note that both the subcategories and the main categories displayed in the menu depend on the rights you have as a user. In our example, we have added the menu item ‘To manage’. This is for illustrative purposes only and will only be displayed if you have the appropriate rights. The same applies to ‘Serial jobs’. This menu item will only be displayed if serial jobs have been configured in advance in your instance.

1.1. How do I open the detailed view?

Click on any tab to open the corresponding job overview on the right-hand side. There are two ways to open the detail view here:

• by clicking directly on the job line (see figure 1 [5])

• by clicking on the job number or the job details (see figure 1 [6])

XiTip
Please note: Clicking on the document itself will not open the detailed view, but the document in a new browser tab.

1.2. Overview of the detail view

The detail view opens in a pop-up together with the main document of the order. In the following, we provide you with an overview of the individual points (see figure 2; where points [1 - 9] concern the detail view and points [10 - 14] support the processing of the document). Point [3] is an exception, as it has the same function in the detail view and in the document processing.

(1) Constituent: Here you can see who created the order and can compose and send a message to that person with a click on the mail icon.

(2) State: There are four order statuses, which are displayed here, namely open - successful - rejected - cancelled. (see Figure 2 [2]; in our example, the status is ‘open’).

(3) Main Document: Here and in the document processing under point 3, you can download the document.

(4) Order number - creation date - timeout date

(5) Create template: You can create a suitable template from the document with a single click.

(6) Start with new document: Clicking on this field allows you to start a new job with the settings of the completed job.

XiTip
If the password function is activated, an external signer can only sign if he or she has the password.

(7) Reference ID: This number is used to track the job and can be freely selected. It only appears if the feature has been configured by an administrator. Please note: The search for the reference ID is only possible via the interface, but not directly in MOXIS.

(8) Iterations: In the iteration level detail view, you can see the details of the individual iteration levels. In our example, we see that there are two iteration levels. One of them is external (recognisable by the fact that it is a guest signature) and one is a qualified signature. Apparently, an employment contract is to be signed by a future employee who is (still) external.

XiTip
Please note: The guest signature has a comment added, which you can easily recognise by the speech bubble next to the edit icon.

(9) [Cancel request]-button: In the ‘open’ status, MOXIS offers you the option of cancelling the request. This applies until the request has been signed.

(10) Download job: You can download the document here, as you can via point [3].

(11) Zoom in & out here or jump back to the default size.

(12) Page break: Only applies to documents with more than one page.

(13) Name of the document

(14) Hand icon: move the document; Letter icon: highlight the text