New Release
July 26, 2024
Flow Alternative Branches enables flow builders to create multiple paths within a flow based on the information filled out in a Form action. This feature is essential for processes that may change based on certain conditions or user choices, providing flexibility and customization. Flow Alternative Branches ensure your workflows can adapt seamlessly to different scenarios, making them more efficient and tailored to specific inputs.
This latest org admin branding update brings a significant enhancement to your client portal experience. Admins now have flexibility to reorder and rename modules in the client dashboard to precisely fit your specific use case. These powerful enhancements ensure your client portal is perfectly tailored to your priorities, delivering a personalized and efficient experience.
The updated left-side menu improves navigation to manage modules across your client portal, branding, and more, making it easier to access and manage different sections.
Introducing Milestone Templates to streamline workflows by creating reusable templates for common milestones. Easily replicate recurring milestones across multiple processes, include essential actions for consistency, and drag and drop these templates into Flow templates. Flexible and efficient, Milestone Templates can be added to both existing and new flows, enhancing workflow management.
Now, add multiple assignees to a File Request action. This is essential for scenarios where either multiple people need to upload a file or any one person from a group can complete the upload. In the File Request creator, you can choose between "One Assignee" or "All Assignees" for file uploads, and toggle sequential order on or off. This feature enhances flexibility and efficiency in managing file requests.
Add multiple assignees to collaborate on a form together. With this feature, multiple people can contribute to filling out a form, but only one assignee needs to click ‘submit’ to finalize it. Once submitted, the form is considered complete for all assignees. All participants can view real-time updates and data entered by others to prevent conflicts, and the form cannot be submitted until all required fields are completed. This enhances teamwork and ensures comprehensive data collection.
Seamlessly connect your workflows with external systems using Moxo's new Outgoing Webhook automation. Receive immediate updates in other systems when actions are completed in a Moxo flow.
You can now create folders under the Template Library to better organize flow templates. Users can select who they want to share folders with, and members inside the folder can create their own Flow templates.
Note:
Set up custom system folders and automatically send files from completed e-signatures and file requests to a specific system folder of your choice.
Admin users now have the option to control who can create shared Flow templates.
Search for specific form content using global search, rather than just the form name as before.
Users can now find workspaces by name using Global Search, including results from both the timeline and the archive list.
The user journey has been updated when inviting clients to a new or existing workspace.
Explore the updated Clients UI inside the Engagement tab. With these UI enhancements, you can now view a detailed summary of client user activity from the past 30 days, including engagement indicators, Shared Workspaces, and more.
Users can now adjust the font size when creating text boxes in an e-sign request.
Admins can now easily configure Quicklinks directly from the Admin portal by using the new Quicklinks tab.
The invite participant journey has been enhanced with the ability to include a private message in the workspace invite email, updated invite fields, improved new user invite behavior, and updated contact list selection process.
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