Contract management and workflow settings
By Khris and 1 other2 authors5 articles
- Creating custom questions for documentsAccount admins can create and manage custom questions for our out-of-the-box contract management intake forms
- Creating delegation rulesReplicate your business's delegation of authority to template your document workflows
- Managing your document list settingsAs a platform administrator, you can customise the visible fields in your Document List.
- Initiating a bulk uploadMake Plexus your single source of truth with our bulk import tool
- Updating automation templatesManage and edit your document automation templates for custom applications