Plexus

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

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Create your workspace and invite the people you work with.

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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.

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.

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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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