Plexus supports the editing of supporting materials loaded to a matter, wherever that file is a Word .docx file. This guide will discuss:
Editing supporting material
Supporting material loaded against a matter can be viewed in the Document view tab.
If you would like to edit these supporting materials in-platform, ensure that the file is a .docx file first. Then click the material from the Supporting material tab. The file will open in the Document view.
For any .docx files, you will have the option to Edit the file in-platform. Plexus will open your document in an online editor, allowing you to make tracked changes on the file as needed.
A tracked change means that any change you make will be visible as a redline to others who also have access to the document. They can then access your file and Accept your proposed changes from the changes modal.
Note that you may encounter errors with accepting tracked changes if your file is a .doc file loaded into the platform. In this instance, please convert your file to a .docx and re-upload your file.
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.
Make your edits as required and click Save and Close to navigate back to the previous page. Plexus will save your changes as a new version.
Downloading and uploading new versions of a supported file
If you would like to work on supporting material out of the platform, click Download to download the file onto your device.
Once you are ready to re-upload the file as a new version, click Upload version and select your file from your device.
Then click Upload. The document previewer will refresh with the newest version of your file. Note that you can also upload .pdf files from this view.
Deleting supporting material
To delete supporting material, click the file from the Supporting Material section to preview it on the Document view screen. Then click the button to Delete your file.
Click Delete again to confirm your changes.
Comparing versions
To compare versions of work, click the Versions button to view all details of previously uploaded versions. Use the checkboxes to nominate any two versions of work, then click Run comparison.
Plexus will show you those two versions of work, side by side with any changes highlighted as follows:
Any words or phrases removed between the two versions will be highlighted in red
Any words or phrases added between the two versions will be highlighted in green.
A handy quick-view panel down the centre of the screen will allow you to toggle directly to the changes highlighted in the document.
A handy side-panel will highlight what exactly those text changes were.
Click the back arrows on your browser, once you've finished comparing your documents.
Previewing a previous version
From the Document view, click Version to view a dropdown with all previous versions of the file listed. Click into the version of the document that you'd like to preview on-screen.
Need further assistance? Search any of these headings above to view similar guides for Documents in our Contract Management module, which harness the same functionality. Otherwise, reach out to [email protected] via email or the Live Chat.