Uploading, approving and signing documents
Get documents reviewed, approved and signed
By Sammie and 1 other2 authors20 articles
Uploading documents to PlexusCreate document workflows with digital review, approval and signing
Storing a documentStore authored and executed documents with ease using Store a Document
Activating delegation rules with Approve and eSignWhere your workflows have rules with pre-defined reviewers, approvers and signers, here's how the Approve and eSign experience might differ.
Uploading documents with Plexus AIA guide to using the Approve and eSign app when Plexus AI is enabled.
Reviewing documentsLearn how to mark a document in review at the start of a new workflow
Approving documentsThis article highlights how to approve a document in Plexus
Digitally signing a documentThis article highlights how to digitally e-sign a document in Plexus using DocuSign
Wet signing a documentThis article highlights how to sign on paper using DocuSign
Signing documents with a Docusign Part 11 AccountIf you have a Docusign Part 11 account, this article describes how your signing experience will differ
Downloading your certificate of completionDownload your DocuSign electronic certificate of completion for signed documents
Understanding the workflow timelineEasily understand how a document is progressing through each stage of the workflow from review to approval and signing
Viewing a document's workflowVisualise a document's workflow with ease across its lifecycle with transparency across the review, approve and signing stages
Editing a document's review workflowEnabling and managing the assigned document reviewers
Editing a document's approve and sign workflowsAdd or remove approvers and signers on an existing document workflow
Delegating document approval and signingNominate someone to approve or sign a document in place of someone else
Pausing or cancelling a document workflowThis guide details how to pause or cancel a document workflow
Tagging signature locationsSign documents with accuracy by creating clearly-defined digital signing locations for your signers
Creating document alertsEnsure key actions related to your documents are completed in a timely manner by setting up custom document alerts