Introducing our September release Laguna 9.6, packed with powerful updates designed to streamline your processes, boost collaboration, and enhance task management.
Watch our video overview or dive into the details below for a full breakdown of the new features:
Assign client groups to actions
Efficiency is critical when managing complex tasks, especially for multi-party accounts with several stakeholders. Our latest update lets you assign entire client groups or teams to a specific action, providing a more streamlined way to manage tasks across multiple participants.
With this update, any member of a designated client group can take ownership of a task, ensuring projects don't stall while waiting for a particular individual. This flexibility keeps workflows moving forward and allows teams to operate more fluidly.
Moxo also automatically updates the assignee once a task is claimed, giving you real-time visibility and accountability. This reduces bottlenecks, enabling tasks to be completed faster and with greater efficiency, no matter how complex the account.
Simplify document submission by attaching files directly to your requests
We’ve streamlined the document request process by allowing attachments to be included directly within file request actions. This ensures that all necessary files are provided upfront, reducing follow-ups and creating a clearer experience for both clients and internal teams.
When sending a file request, you can now easily add supporting documents, giving clients clear guidance on what’s needed. This makes the entire process more efficient and reduces unnecessary back-and-forth communication.
By consolidating everything into one step, this update helps ensure compliance and timely completion of paperwork. Your clients and team members can enjoy a smoother, more organized experience with all relevant files readily available.
Seamless access to Quick Links
Navigating between tabs or windows can break your workflow. With this update, Quick Links now open directly within Moxo, instead of an external browser, keeping everything in one place.
Stakeholders can easily access key resources or external documents without leaving Moxo. By eliminating the need to switch between applications, this enhancement boosts both productivity and convenience, allowing your customers to stay in the flow without any interruptions.
Configure date formats for eSignatures
We know that different regions have specific preferences for displaying dates, so we’ve introduced new configuration options to help standardize date formats across your organization. You can now choose the format that best aligns with your regional or organizational needs.
With multiple formats available, such as day/month/year or month/day/year, you can apply your chosen format across all eSign actions. This ensures consistency in documentation throughout your team.
This update helps global teams reduce confusion and ensures everything is compliant with regional standards.
Add validation with customizable stamp fields
Approvals just got more official. With the new Stamp Field feature, you can add a unique, customizable stamp to your eSignatures, providing a professional layer of validation.
This feature not only enhances the credibility of your eSignatures but also simplifies the approval process. Whether you’re finalizing contracts or obtaining internal sign-offs, the Stamp Field ensures a clear and professional seal of approval.
Improve coordination with the reintroduced Meetings section
Based on your feedback, we’ve reintroduced the "Meetings" section in the Manage tab, making it easier than ever to stay organized and on top of internal team meetings.
This improvement makes it simpler to manage internal meetings, ensuring your teams stay aligned and no engagements slip through the cracks. It’s one more way we’re helping you coordinate better and keep your teams on the same page.
