Edit and track changes to a contract without leaving Plexus. You can work on a document alongside your team, and keep every change visible across the negotiation.
For any contract already in an Approve and eSign workflow, you've got two editors to choose from: our default editor, and the Microsoft Word Online editor, available if you have an existing Microsoft 365 Business Licence.
Editing a document in Microsoft Word Online
If you have a Microsoft 365 Business Licence, you can edit a document at any stage of the workflow before it's executed.
Here's how:
Step 1. Open the document from your Document list.
Step 2. Click Edit in Microsoft Word for Web, just above your document preview.
Top tip! If your document is a PDF, you will not be able to edit your file. Convert your file to an editable file type (e.g. docx) out of the platform first to collaborate and make in-platform edits.
Step 3. Word Online opens in a new tab. Make your changes there.
Top tip! Switch to Reviewing mode to redline as you go — that way every change you make is tracked. You can't edit a PDF. If your document is a PDF, convert it to an editable file type (like .docx) outside the platform first, then upload it to collaborate and edit in Plexus.
Top tip! Reach out to your Customer Success Manager if you would like to use your Microsoft 365 Business Licence to edit documents in Plexus using Microsoft Word Online, or email [email protected].
Accepting tracked changes
If a document arrives with tracked changes, you can approve or reject each one. Hover over a redlined change and click to view the suggestion.
Click the Tick to accept it. The change turns green and folds into the document as regular text.
Click the Cross to reject it. The change is struck through and removed.
Leave a tracked change as-is and Plexus will prompt you – or the next person in the workflow – to resolve any outstanding changes when needed.
Note! Even if a change isn't tracked, your colleagues and counterparties can still see it in comparison mode, with the right access and visibility.
Top tip! Want Plexus to suggest the redlines for you? See our guide to AI redlining to let the redlining agent mark up your document automatically.
Collaborating on your document
Several people can work on a document at once. When you're editing together, everyone else's changes appear in their own colour, so it's easy to see who did what.
Top tip! Plexus shows how many people are active in the document in the top right corner of your screen.
Saving your changes
Word Online saves your changes automatically. Check the top left corner of the screen:
Saved to Plexus means your changes are safely stored.
Saving… means they're still being saved — wait until it finishes before closing the tab, or you may lose your most recent edits.
Once you see Saved to Plexus, close the editing tab. Back on the document details page, you'll choose what happens next.
Depending on where you are in the workflow, that might be:
Sending the document for review, often with your legal team
Restarting the approval stage
Continuing the workflow
You can also notify the key people on your document by ticking Notify other users of editing session.
Note! Some workflows built with our custom automation apps go straight to your reviewers as soon as you edit them. If that's part of your workflow, your legal team requested it – and it can only be changed with their approval.
Have a question? Chat to us in the live chat or e-mail [email protected]