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Document collection processes can be chaotic and time-consuming. Use Moxo's drag-and-drop interface to orchestrate your process with configurable file requests, forms, tasks, signatures, approvals, acknowledgments, and third-party objects.
Revolutionize your processes by providing a branded destination on both mobile and web platforms, facilitating the collection and storage of documents. Customize it with your logo, colors, and business content.
Control is paramount in managing document exchanges effectively. With Moxo’s robust user management capabilities, decide who sees and does what with precision. Assign roles and permissions, provision feature access, and tailor workflow actions accordingly. This strategic allocation of tasks and roles enhances bolsters security and efficiency by ensuring that the right documents are always in the right hands, at the right time.
Create standardized playbooks for file requests and document handling processes. Minimize repetitive tasks and automate processes across your organization.
Monitor the status of file requests in real-time, see which documents are being actively engaged with, and closely measure each step of the process.
Provide a content library accessible to your organization, and designate precise access permissions for relevant teams and external parties.
Avoid the pitfalls of drop-offs and delays and customize proactive reminders and updates. And for those moments that require a personal touch? Nudge manually with ease.
Provide a content library accessible to your organization, and designate precise access permissions for relevant teams and external parties.
Moxo's custom form builder empowers organizations to design forms specific to their business actions, seamlessly incorporating them into a workflow and enhancing data collection.
Moxo integrates smoothly with the tools and services organizations already use, facilitating a unified and efficient workflow.
Security is non-negotiable. With Moxo, rest easy knowing your and your clients' data are protected by best-in-class security measures, adhering to stringent compliance standards including SOC III and GDPR.
Preview a wide array of file types directly within Moxo. This eliminates the need for downloads, facilitating efficient review and approval processes.
Get started within minutes by choosing from templates or building your own. Available across mobile & web.
Put your brand front and center with your own private-labeled mobile apps and web portal, powered by Moxo.
