Sometimes you need to share Key Facts with stakeholders who don't have access to Plexus – for example, when presenting a contract summary for executive approval, or when including Key Facts in an external procurement system. By printing key facts, Plexus generates a clean, consolidated view of your document's Key Facts that you can print or save as a PDF.
How to print Key Facts
Step 1. Head to the Document list and select the document whose Key Facts you'd like to print.
Step 2. Navigate to the Actions button in the top right hand corner of the document details view.
Step 3. Click the Print key facts button
Step 4. Your browser's print dialog will open with a print-optimised view of the Key Facts. From here you can:
Print directly to a connected printer, or
Save as PDF by selecting "Save as PDF" (or "Microsoft Print to PDF") as your printer destination.
Step 5. Click Print or Save to complete.
What's included in the printout
The printed view includes a consolidated summary of your document's Key Facts, formatted for easy reading on paper or screen. This includes:
Key facts — core document details such as document name, type, counterparty, dates, contract value, owner, and status.
Additional facts — any custom facts that have been added to the document, based on your organisation's configured questions.
The output is formatted to fit cleanly across as few pages as possible, so it's suitable for including in approval packs, attaching to emails, or filing alongside physical records.
Tips
Saving as PDF is a great option when you need to attach Key Facts to an email, upload them to another system, or keep a local copy for your records.
The print view is read-only — it reflects the current state of the document's Key Facts at the time of printing. If facts are updated later, you'll need to print again to capture the changes.
This feature is available to all internal users who can view the document's Key Facts.
For assistance, get in touch with your platform admin or reach out to our support team via live chat or email [email protected].