Plexus

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

Sammie

Editing workflows

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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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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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