Introducing Version 8.13

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New Feature Releases

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Dynamic Data Reference

For sequential flows, you can now easily autofill fields in an E-Sign document by pulling data from a Form that has been previously filled. 

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Workspaces Dashboard Reporting

With Moxo’s new Workspace Dashboard, seamlessly track all of your open workspaces for better operational management and reporting. This dashboard provides an overview of all open workspaces the user is a part of, tracking key metrics like duration, current step and last activity.

• Internal users will be able to see all of their open workspaces
• Admin users will be able to see the open workspaces of all internal users
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Additional User Experience Updates

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For Businesses with Multiple Orgs: Partner Content Gallery

For businesses with multiple orgs under their brand, use a source org to set a standardized content library for all your orgs. Users will be able to pull content in their workspaces from this standardized content library.

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Skip a File Submission

With this feature, an uploader can “Skip” a file submission in a File Request.

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Add a DocuSign Action as a Step

Integrate Moxo and Docusign seamlessly with our Docusign action feature available within our Flow templates.