MOXIS 4.52 Enterprise Cloud & On Premises User Manual

Daily operations

• Create jobs
• Define iteration levels
• Define signature qualities

Recipients overview

• The address books
• Types of recipients
• External contacts
• Create and edit groups of recipients

Form fields overview

• Form fields
• Form field adaptations and configurations
• Lock form fields as of MOXIS 4.52

Serial function

• Requirements for jobs with a serial function
• Creating jobs with the serial function

Sign documents

• Flag a job and release it for signature or approval
• The signing process in MOXIS 4.52
• A-Trust signing process
• D-Trust signing process
• Swisscom signing process
• Reject documents
• Jobs with locked documents

Manage jobs - overview

• Manage sent or completed jobs
• Sent jobs - Edit serial jobs

External signers - overview

• MOXIS Guest: Improvement of TAN delivery by integrating a voice call option
• Creation and management of jobs for external signatories (optional)
• Advanced Signature for external signers
• Qualified Signature for external signers
• MOXIS Guest: Geolocation Recording new as of version 4.52
• MOXIS Guest: The signature process for external signatories

Working with templates - overview

• Creating templates in MOXIS 4.52
• Creating a job using a template

Personal Settings

• Personal Settings Menu
• Account-Tab
• Signature type (formerly signature category)
• Profiles for Qualified Signatures - overview
• Set up profiles for Simple Signatures
• Configuration of notifications
• Edit representatives
• OPTIONAL: Observers
• Edit templates
• OPTIONAL: Placeholder generator overview