Create smart, tracked changes from within the Plexus platform mid-approval. Plexus simplifies the contract editing process, allowing collaboration and enhancing visibility across negotiations in the platform. For a contract in an existing Approve and eSign workflow, we make editing a document easy.
There are two types of editors that you can use in Plexus: our default editor, and our Microsoft Word Online editor, available to customers with an existing Microsoft 365 Business Licence.
Editing a document in our default document editor
You can edit a document or contract from any stage in the Plexus workflow leading up to execution. Here's how:
Step 1. Open the document from your Document list.
Step 2. Click Edit document just above your document's preview.
Step 3. This will open our default editor in a new tab. You can use the online editor on the resulting screen to make your changes.
To use the online editor, simply start making changes to your document. Those changes will be automatically tracked.
Tracked changes (red-lining) is activated in the edit mode by default. This means that any change you make will be visible to others who also have access to the document. They can then access your file and accept your proposed changes.
If you wish to turn tracked changes off, you can control this on a per-document basis with the Track changes icon in the bottom toolbar of the editing screen.
Step 4. Tracked changes can be accepted one by one, or you can select the downwards facing arrow next to the accept button to accept multiple changes at once.
If you choose to do nothing, then Plexus will prompt either you, or the next person in the workflow to consolidate any outstanding changes as required.
Collaborating on your document
Multiple users can access a document at a time. If you are editing together, any edits will show in a different colour to your own.
You can continue to track and accept changes as required.
Saving your changes
Step 5. Once you have finished editing, close the editing tab. From the document details page, you will be prompted to choose what happens next in your workflow. This may be a combination of:
Sending for review, often with your legal team
Restarting the entire approval stage
Continuing the workflow
You will also have the option to notify the key stakeholders on your document.
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