Plexus

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

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Khris Malatumbaga

Review, approve and sign documents

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Create your workspace and invite the people you work with.

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{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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