MOXIS 4.53 User Manual

[v4.53] Daily operations

• [v4.53] How to create jobs in MOXIS
• [v4.53] Define iteration levels
• [v4.53] Define signature qualities

[v4.53] Recipients overview

• [v4.53] The address books
• [v4.53] Types of recipients
• [v4.53] Add and edit external contacts
• [v4.53] Create and edit groups of recipients

[v4.53] Form fields overview

• [v4.53] Form fields
• [v4.53] Form field adaptions and configurations
• [v4.53] Lock form fields as of MOXIS 4.52

[v4.53] Serial function

• [v4.53] Requirements for jobs with a serial function
• [v4.53] Creating jobs with the serial function

[v4.53] Sign documents

• [v4.53] Flag a job and release it for signature or approval
• [v4.53] The signing process in MOXIS 4.53
• [v4.53] A-Trust signing process
• [v4.53] D-Trust signing process
• [v4.53] Swisscom signing process
• [v4.53] Refuse documents
• [v4.53] Jobs with locked documents

[v4.53] Manage jobs overview

• [v4.53] Manage sent or completed jobs
• [v4.53] Sent jobs - Edit serial jobs

[v4.53] External signers overview

• [v4.53] MOXIS Guest: TAN delivery with integrated voice call option
• [v4.53] Creation and management of jobs for external signatories (optional)
• [v4.53] Advanced Signature for external signers
• [v4.53] Qualified signature for external signers
• [v4.53] MOXIS Guest: Geolocation Recording
• [v4.53] OPTIONAL: Upload attachments for external signatories in MOXIS Guest – new in version 4.53
• [v4.53] OPTIONAL: Set remarks in MOXIS Guest for external signiers - new from version 4.53
• [v4.53] MOXIS Guest: The signature process for external signers

[v4.53] Working with templates - overview

• [v4.53] Creating templates in MOXIS 4.53
• [v4.53] Creating a job using a template

[v4.53] Persönliche Einstellungen

• [v4.53] Personal Settings Menu
• [v4.53] Account Settings: The Account-Tab
• [v4.53] Signature type (formerly signature category)
• [v4.53] Profiles for qualified signatures overview
• [v4.53] Set up profiles for Simple Signatures
• [v4.53] Configuration of notifications
• [v4.53] Edit representatives
• [v4.53] OPTIONAL: Edit observers
• [v4.53] Manage drafts
• [v4.53] OPTIONAL: Placeholder generator overview