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  1. Moxo Support
  2. Using Moxo

Using Moxo

  • Workspaces
    • Intro to Workspaces
    • Flow Workspaces
    • Launch Flow Workspaces
    • Customizing a Flow Workspace
    • Workspace Settings
    • Additional Flow Workspace Options

    See all 15 articles

  • Invite New Users
    • Invite New Clients
    • Invite New Internal Users
  • Flow Workspace Templates
    • Overview of Flow Workspace Templates
    • Create a Flow Workspace Template
    • Template Gallery
    • Using a Template
    • Non-Sequential Steps in a Sequential Flow
    • Using Integration Actions in Flows

    See all 8 articles

  • Control
    • Control Overview
    • Shadow Flow
    • Wait
    • Decision Branch
    • Conditional Branch
    • Automations
  • Actions
    • Overview of Actions
    • File Request
    • Acknowledgement
    • Approval
    • E-Sign
    • Forms

    See all 10 articles

  • Chat & Messages
    • Chat Section
  • Files & File Collaboration
    • Files Section
    • Adding Files
    • File Options
    • Annotations
    • Spot Comment
    • Comment on a Document
  • Meetings
    • Intro to Meetings
    • Schedule a Meeting
    • Meet Now
    • In Meeting Options
  • Library
    • Overview of Library
    • Templates
    • Content Library
    • Action Templates
    • Milestone Templates
  • Manage
    • Overview of the Manage Tab
    • Engagement
    • Contacts
    • Intro to Reports
    • Open Workspaces Report
    • Open Actions Report

    See all 13 articles

  • Profile
    • User Profile Settings
    • Set Up Time Booking Availability
  • Searching in Moxo
    • Global Search
    • Using Filters and Finding Workspaces
  • Login Experience
    • Log in on the Desktop Application
    • Log in on the Web Browser