Document Collection

Manage your document lifecycle

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.

Customize your workflow

Make each step of your experience uniquely tailored to your organization's needs with Moxo's configurable file-request objects. Set due dates and file review review steps on each file request based on your requirements. Automate and manage your file requests, forms, and submissions in a hassle-free manner, making your processes more efficient and reliable.

Weave in automations

Setup automations to push documents into third party repositories such as Box or into other Moxo workspaces. Automations can be configured on individual file request objects.

Launch your document collection process

Simplify access like never before. With magic links, there's no need for clients to remember login details. A single click on a text or email link provides immediate entry into your branded document portal. The link will take them straight to the file request object in the workspace for a seamless experience. Multiple authentication options are available.

Collaborate in context

Guide customers, vendors, and partners through document collection processes within the context of a workflow. Interact on files with powerful visual annotations, tag users in comments, and record spotlight video clips to illustrate your point. Exchange messages or launch video meetings without interrupting the workflow, fostering seamless collaboration.

Measure and track

Account managers can efficiently track workflows across their customer base, while management users have the holistic view to track performance across their teams. Teams can directly manage to KPIs, identify and resolve bottlenecks, and make informed decisions that continuously enhance and streamline processes.

Streamline document collection workflows

File portal experience

Deliver a document portal with virtual data rooms, and customize it with your branding.

Orchestrate your processes

Transform document workflows with file requests, forms, signatures, and approvals.

Template playbooks

Turn your proven processes into reusable templates that eliminate manual tasks.

Content library

Provide a content library for your organization, with granular permissions and access controls.

Collaborate in-context

Support customers with messaging, video calls, document exchange, signatures, and forms.

Activity tracking

Monitor the status of files in real-time and see which documents are being engaged on.

Delivery models

Standard

Get started within minutes by choosing from templates or building your own. Available across mobile & web.

Learn more The image on Moxo's homepage shows its digital interaction workspace for easy client onboarding, B2B projects & smooth account management.

The image on Moxo's homepage shows its digital interaction workspace for easy client onboarding, B2B projects & smooth account management.

Private-labeled

Put your brand front and center with your own private-labeled mobile apps and web portal, powered by Moxo.

Learn more This image showcases Moxo's client portal login screen on a sleek and modern mobile phone. Gain easy access to your business projects on-the-go with Moxo's streamlined solution. Simplify your account management and project collaboration with Moxo.

This image showcases Moxo's client portal login screen on a sleek and modern mobile phone. Gain easy access to your business projects on-the-go with Moxo's streamlined solution. Simplify your account management and project collaboration with Moxo.

Embedded

Extend your existing apps & portals. Moxo SDKs are available for iOS, Android, Javascript, React Native, and Cordova.

Learn more

No more chasing down files via email

The highlights