Introducing Version 8.14

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New Feature Releases

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Time Booking Action

With Moxo’s Time Booking action, you can now provide your clients and team members with the option to schedule a meeting with you by selecting an available time slot from your calendar.

To use Time Booking, create a Time Booking action in a Flow template, or within an existing workspace. Setup the Time Booking action by entering the meeting details, selecting the necessary participants, and the assignee who will select the meeting time.

Once a Time Booking action is set up, the meeting time assignee will be able to see available time slots for all participants and select a time to book the meeting.

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Automatic Detection of Fillable PDF Fields

With Automatic Detection of Fillable PDF Fields, when creating an e-sign action, fillable fields in a pdf will be automatically detected and added.

You can easily add and assign all fillable fields to a user, and reassign later if needed.

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Internal and Client User Dashboard Reporting

Within the management dashboard, internal users can now see a comprehensive overview of open workspaces or actions for each of their clients and internal contacts. This dashboard provides a seamless user-level view to track and manage the status of your business processes.

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Content Library Sub-Folders

With Content Library Sub-Folders, you can now better organize your content library by creating sub-folders within each folder.

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Other Enhancements

• DocuSign connector is now supported on the Moxo Desktop App
• Fixed an issue where an email preview was not shown in a workspace, due to the wrong extension format
• Fixed an issue where a partner could not add a Default Source Org ID for the Partner Content Gallery