MOXIS 4.53 Enterprise Cloud & On Premises User Manual

Daily operations

• How to create jobs in MOXIS
• Define iteration levels
• Define signature qualities

Recipients overview

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

Form fields overview

• Form fields
• Form field adaptions and configurations
• Lock form fields

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 4.53
• A-Trust signing process
• D-Trust signing process
• Swisscom signing process
• Refuse documents
• Jobs with locked documents

Manage jobs overview

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

External signers overview

• MOXIS Guest: TAN delivery with integrated 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
• OPTIONAL: Upload attachments for external signatories in MOXIS Guest – new in version 4.53
• OPTIONAL: Set remarks in MOXIS Guest for external signiers - new from version 4.53
• MOXIS Guest: The signature process for external signers

Working with templates - overview

• Creating templates in MOXIS 4.53
• Creating a job using a template

Personal Settings

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