Plexus

Sammie

Khris Malatumbaga

Get documents reviewed, approved and signed

Uploading, approving and signing documents

Create document workflows with digital review, approval and signing

Uploading documents to Plexus

Store authored and executed documents with ease using Store a Document

Storing a document

Where your workflows have rules with pre-defined reviewers, approvers and signers, here's how the Approve and eSign experience might differ.

Activating delegation rules with Approve and eSign

A guide to using the Approve and eSign app when Plexus AI is enabled.

Uploading documents with Plexus AI

Uploading documents

Learn how to mark a document in review at the start of a new workflow

Reviewing documents

This article highlights how to approve a document in Plexus

Approving documents

This article highlights how to digitally e-sign a document in Plexus using DocuSign

Digitally signing a document

This article highlights how to sign on paper using DocuSign

Wet signing a document

If you have a Docusign Part 11 account, this article describes how your signing experience will differ

Signing documents with a Docusign Part 11 Account

Download your DocuSign electronic certificate of completion for signed documents

Downloading your certificate of completion

Review, approve and sign documents

Easily understand how a document is progressing through each stage of the workflow from review to approval and signing

Understanding the workflow timeline

Visualise a document's workflow with ease across its lifecycle with transparency across the review, approve and signing stages

Viewing a document's workflow

Enabling and managing the assigned document reviewers

Editing a document's review workflow

Add or remove approvers and signers on an existing document workflow

Editing a document's approve and sign workflows

Nominate someone to approve or sign a document in place of someone else

Delegating document approval and signing

This guide details how to pause or cancel a document workflow

Pausing or cancelling a document workflow

Sign documents with accuracy by creating clearly-defined digital signing locations for your signers

Tagging signature locations

Ensure key actions related to your documents are completed in a timely manner by setting up custom document alerts

Creating document alerts

Editing workflows

You can send quick email reminders to slow responders in your document workflow with the click of a button

Sending reminders

Identify which email notifications end users see at different points in a document workflow

Reviewing email notifications for users

Managing alerts and notifications

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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