Plexus

How to edit additional facts on a document in Plexus

Adding and editing document key facts

Update your document's name in a few quick clicks

Renaming a document

Upload and distinguish between sub-documents and internal documents

Creating supporting material on existing documents

Highlight the relationships between files by linking related documents under supporting material

Creating linked documents

How to upload new or executed versions of existing documents

Uploading new or executed versions of documents

Download your original document, a part-signed agreement or a fully signed agreement

Downloading documents

This guide highlights how to delete a document from Plexus

Deleting documents

View how companies with AI powered features can have contracts auto-summarised by Plexus AI

Viewing and modifying document summaries

How to print or save your document's key facts in a clean, sharable format

Printing Document Key Facts

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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.

Ship something

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

Connect your stack

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

{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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