The Microsoft 365 Add-In for the Plexus Manage and Matters module allows you to open, edit, update, and action work in Plexus directly from Microsoft Word for Desktop.
Whether you’re reviewing documents, updating drafts, creating a matter or progressing workflow actions, the add-in brings your work into the tools you already use – without needing to switch between systems.
This guide explains how to install the add-in, navigate the add-in, and work seamlessly with Plexus documents and matters inside Word.
Installing the Plexus Add-In for Word
The Word add-in is installed through Microsoft 365 and allows Plexus to appear as a panel inside your Word workspace. Follow the steps below to install the Plexus Add-In for Word:
Navigate to the Microsoft Marketplace.
Search for Plexus for Word.
Click Get it now to add the Plexus Add-In to Microsoft Word.
Signing Into Plexus
Before you begin working with contracts in Word, you’ll need to sign into your Plexus account through the add-in panel.
Open Plexus from the Home ribbon in Microsoft Word (as shown in your screenshot).
Click Log into Plexus.
Enter your email and password.
Click Login.
Documents: Starting New Workflows from Word
If you’re drafting a new contract or beginning work on a document sent to you:
Open Plexus from the Home ribbon in Microsoft Word (as shown in your screenshot).
Navigate to the relevant application — typically Approve and eSign or your organisation’s configured intake flow.
Select Upload this document to begin a new workflow.
Complete the intake form and submit.
How this fits into your workflow:
You can initiate an entire contract process directly from Word, using the document you’re drafting or reviewing – without needing to download, upload, or navigate between systems.
Documents: Navigating the Document List and Details from Microsoft Word
The add-in provides access to your Plexus document list so you can quickly find and open any contract you’re working on. Just like in the Outlook add-in, you can access your Plexus document list directly from Word.
Open Plexus from the Home ribbon in Microsoft Word (as shown in your screenshot).
Click the Documents section.
Search, filter or select any document available to you.
Navigate the Document details page with ease from Microsoft Word.
The Document Details view lets you see the contract’s status, versions, supporting materials, and workflow actions directly from within Word. Just like in-platform, the Word add-in allows you to take workflow actions directly from the Document Details page.
Documents: Working With Plexus Documents in Word
Word allows you to work directly with Plexus-hosted documents, including opening them, updating them, and uploading versions securely.
When viewing a document in the Plexus Add-In from a blank or existing Document, you may see a button labelled Open in Word for Desktop. Use this when you want to edit the document in native Microsoft Word.
Open Plexus from the Home ribbon in Microsoft Word (as shown in your screenshot).
From the Document Details panel in Plexus, click Open in Word for Desktop.
The document opens in Microsoft Word with the add-in panel visible.
Make your updates as needed.
Documents: Saving Changes Back to Plexus
Once you’ve made updates, you can use the add-in to securely save your changes back into Plexus without switching systems. If you're updating a contract that already exists in Plexus, you can upload a new version directly from Word to keep the main document up to date. To update Plexus:
Open Plexus from the Home ribbon in Microsoft Word (as shown in your screenshot).
Click Upload New Version and select the file from your computer.
Matters: Adding Supporting Materials to New Workflows from Word
If you’re creating a new matter, and want to attach files as supporting material on a new matter:
Open Plexus from the Home ribbon in Microsoft Word (as shown in your screenshot).
Navigate to Request Legal Support app.
Navigate to the section for Supporting materials
Select Upload this document to attach supporting files from Word to your matter.
Complete the remainder of the intake form and submit.
How this fits into your workflow:
You can initiate a new matter directly from Word, using the document you’re viewing as supporting material – without needing to download, upload, or navigate between systems.
Matters: Navigating the Matters List and Details from Microsoft Word
The add-in provides access to your Plexus matters list so you can quickly find and open any contract you’re working on. Just like in the Outlook add-in, you can access your Plexus document list directly from Word.
Open Plexus from the Home ribbon in Microsoft Word (as shown in your screenshot).
Open the main menu and click the Matters section.
Search, filter or select any document available to you.
Navigate the Matter details page with ease from Microsoft Word.
The Document Details view lets you see the contract’s status, versions, supporting materials, and workflow actions directly from within Word. Just like in-platform, the Word add-in allows you to take workflow actions directly from the Document Details page.
Matters: Working With Plexus Documents in Word
Word allows you to work directly with Plexus-hosted documents, including opening them, updating them, and uploading versions securely from the supporting materials page.
When viewing a matter in the Plexus Add-In, you may see a button labelled Open in Word for Desktop. Use this when you want to edit the document in native Microsoft Word.
Open Plexus from the Home ribbon in Microsoft Word (as shown in your screenshot).
From the Matter Details panel in Plexus, click Open in Word for Desktop.
The document opens in Microsoft Word with the add-in panel visible.
Make your updates as needed.
Matters: Saving Changes Back to Plexus
Once you’ve made updates, you can use the add-in to securely save your changes back into Plexus without switching systems. If you're updating a document within a matter, you can upload a new version directly from Microsoft Word to keep the main document up to date. To update Plexus:
Open Plexus from the Home ribbon in Microsoft Word (as shown in your screenshot).
Navigate to the Matter
Select the relevant supporting material to open it under the Document tab within the matter.
Click Upload New Version and select the file from your computer.
Need help? Reach out to [email protected].
Need help? Reach out to [email protected].