The Outlook Add-In for Contracts in Manage and Matters allows you to access key Plexus features directly from your inbox, helping you review, store, and progress contract work without switching between systems. Whether you're responding to counterparty emails, filing documents, or keeping workflows moving, the add-in brings the power of Plexus into the tools you use every day.
This guide will walk you through how to install the add-in, navigate its functionality, and make the most of seamless contract management within Outlook. It’s designed to help you work faster, reduce administrative overhead, and maintain project momentum – all from the comfort of your email workflow.
Downloading the Plexus Add-in for Outlook
Follow the steps below to install the Plexus Add-In for Outlook:
Navigate to the Microsoft Marketplace.
Search for Plexus for Outlook.
Click Get it now to add the Plexus Add-In to Outlook.
Signing into Plexus
Once the add-in is installed, you can sign in and begin using Plexus without leaving your inbox.
Open Outlook and click to Open Plexus.
Enter your email and password.
Click Login.
Documents: Navigating the Document List
The document list gives you quick access to all contracts visible to you in Plexus.
Open Outlook and click to Open Plexus.
Click Documents to view your document list.
See 'Customising the Document list' for making the most out of the full Plexus functionality in Outlook.
Documents: Managing Files in Plexus from Outlook
Plexus allows you to work directly with the files you receive by email - whether you're beginning a brand-new contract flow or updating an existing one. From Outlook, you can upload email attachments or the entire email body straight into Plexus without downloading a thing.
Documents: Uploading Contracts to Start a New Workflow
Use this when you receive an initial request or contract draft and want to start a new intake process, using a file that's been emailed to you from another party.
Open the email containing the files in Outlook.
Click the icon in Outlook to Open Plexus.
Open Approve and eSign (or the equivalent application to commence your workflow).
Choose one of the following:
Upload email attachments — allows you to select any attachment from the email
Upload this email — uploads the email body as supporting material. You can view this in-platform later.
Complete the intake form and submit.
How this fits into the workflow:
This creates a new contract process using the material sent by the counterparty – and because the upload happens directly from Outlook into Plexus, sensitive contract files never sit on your local device. They go straight into your secure source of truth.
Documents: Adding Supporting Material to an Existing Document
Use this when you're already working on a contract and receive further documents or correspondence by email.
Open the email containing the files in Outlook.
Click the icon in Outlook to Open Plexus.
Open the relevant Document from the list.
Select one of the following:
Upload email attachments – allows you to select any attachment from the email.
Upload this email – stores the email body as supporting material.
Confirm upload.
How this fits into the workflow:
These uploads keep all ongoing negotiation documents in one place – and because files move securely from email to Plexus, sensitive materials never live on your computer or downloads folder. Everything is stored directly in your secure source of truth.
Documents: Uploading a New Version of a Contract
Use this when the counterparty sends a revised version of the contract.
Open the email containing the files in Outlook.
Click the icon in Outlook to Open Plexus.
Navigate to the document.
Click Upload New Version.
Click Upload email attachments
Select the updated file from the email attachment list.
Click Upload
How this fits into the workflow:
This replaces the previous version so you’re always working with the latest draft — and because the file uploads straight from Outlook into Plexus, updated versions never land on your local device, reducing the risk of stray or unsecured copies.
Documents: Sending Contracts via Email
Use this when you need to send the contract you’re currently viewing to another party via email, directly from Outlook. The add-in automatically inserts the latest version of the contract as an attachment in a new email draft – no downloading or manual file handling required.
Click to create a New email or reply to an existing thread in Outlook
From the resulting page, click Attach from Plexus to open the Plexus add-in in Outlook.
Navigate to the relevant Document Details page.
Click Send to email.
Attach and continue to confirm your selections.
Outlook adds the contract file as an attachment within that email.
Add your recipient, write your message, and send as normal.
How this fits into the workflow:
This allows you to share the latest contract version directly from Plexus without switching windows, exporting files, or worrying about outdated versions – keeping communication accurate and fast.
Matters: Navigating the Matters List
The matters list gives you quick access to all active matters visible to you in Plexus.
Open Outlook and click to Open Plexus.
Click the main menu option for Matters to view your matters list.
See 'Locating Matters' for making the most out of the full Plexus functionality in Outlook.
Matters: Managing Files in Plexus from Outlook
Plexus allows you to work directly with the files you receive by email - whether you're beginning a brand-new contract flow or updating an existing one. From Outlook, you can upload email attachments or the entire email body straight into Plexus without downloading a thing.
Matters: Uploading Attachments to Support Matters
Use this when you receive an initial request and want to start a new matter, using a file that's been emailed to you from another party as supporting material.
Open the email containing the files in Outlook.
Click the icon in Outlook to Open Plexus.
Open Request legal support (or the equivalent application to commence your workflow).
Choose one of the following:
Upload email attachments — allows you to select any attachment from the email
Upload this email — uploads the email body as supporting material. You can view this in-platform later.
Complete the intake form and submit.
How this fits into the workflow:
This creates a new matter process using the material sent by the counterparty – and because the upload happens directly from Outlook into Plexus, sensitive information never sits on your local device. They go straight into your secure source of truth.
Matters: Adding Supporting Material to an Existing Document
Use this when you're already working on a matter and receive further documents or correspondence by email.
Open the email containing the files in Outlook.
Click the icon in Outlook to Open Plexus.
Open the relevant Matter from the list.
Select one of the following:
Upload email attachments – allows you to select any attachment from the email.
Upload this email – stores the email body as supporting material.
Confirm upload.
How this fits into the workflow:
These uploads keep all ongoing negotiation documents in one place – and because files move securely from email to Plexus, sensitive materials never live on your computer or downloads folder. Everything is stored directly in your secure source of truth.
Matters: Uploading a New Version to a Matter
Use this when the counterparty sends a revised version of a document.
Open the email containing the files in Outlook.
Click the icon in Outlook to Open Plexus.
Navigate to the matter.
Open the document from the Supporting material tab
Click Upload New Version.
Click to Upload this email / Upload email attachments
Where applicable, select the updated file from the email attachment list.
Click Upload
How this fits into the workflow:
This replaces the previous version so you’re always working with the latest draft — and because the file uploads straight from Outlook into Plexus, updated versions never land on your local device, reducing the risk of stray or unsecured copies.
Matters: Sending Supporting Material via Email
Use this when you need to send the contract you’re currently viewing to another party via email, directly from Outlook. The add-in automatically inserts the latest version of the contract as an attachment in a new email draft – no downloading or manual file handling required.
Click to create a New email or reply to an existing thread in Outlook
From the resulting page, click Attach from Plexus to open the Plexus add-in in Outlook.
Navigate to the relevant Matter details page.
Click Send to email.
Attach and continue to confirm your selections.
Outlook adds the contract file as an attachment within that email.
Add your recipient, write your message, and send as normal.
How this fits into the workflow:
This allows you to share the latest file directly from Plexus without switching windows, exporting files, or worrying about outdated versions – keeping communication accurate and fast.
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