New Feature Releases
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.
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
Additional User Experience Updates
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.
Skip a File Submission
With this feature, an uploader can “Skip” a file submission in a File Request.
Add a DocuSign Action as a Step
Integrate Moxo and Docusign seamlessly with our Docusign action feature available within our Flow templates.
About Moxo
Control the chaos of managing client business with Moxo. Streamline external projects with digital interaction workflows - from account acquisition, to onboarding, and servicing. Coordinate with customers, vendors, and partners to achieve joint deliverables, track milestones, exchange documents, gather approvals and more. Our team has a rich history of pioneering in the engagement space: Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo’s co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.
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