Plexus

Samantha Szadovszky

Khris Malatumbaga

General settings and user management for client administrators

Configuring your settings

This article reviews each tab in your account settings options

Managing your company account settings

Configure your company structure on Plexus

Adding, editing and deleting organisation units

Create a place for users to log into whenever they join the platform without an invite

Setting the default organisation unit

Precedent documents are standard form templates that can be configured for AI-Assisted Contract Review

Managing precedent documents

Account settings

A guide to inviting new users to Plexus and assigning them a role

Inviting a new user to the platform

This article highlights the relationship between organisation units and roles when assigned to users

Assigning units and roles to an account

Learn about user account management including viewing, editing and deleting user accounts in Plexus

Managing users

Make changes to your name and email notification settings

Updating your profile settings

Toggle Plexus email notifications on and off from the settings menu

Editing email notification settings

User settings

Full role management for your organisation at your fingertips

Managing roles

Create, edit, remove and reallocate document type categories for your files

Managing document types

Role management settings

Account admins can create and manage custom questions for our out-of-the-box contract management intake forms

Creating custom questions for documents

Replicate your business's delegation of authority to template your document workflows

Creating delegation rules

As a platform administrator, you can customise the visible fields in your Document List.

Managing your document list settings

Make Plexus your single source of truth with our bulk import tool

Initiating a bulk upload

Manage and edit your document automation templates for custom applications

Updating automation templates

Contract management and workflow settings

Set up questions to help customise your matter management intake form

Creating custom questions for matters

Make custom questions visible in your matters list

Managing your matters list settings

Update your categories and auto-assign or notify lawyers when requesting legal support

Editing your matter category settings

Matter management settings

This article describes how you or your IT team might set up single sign-on (SSO) for logging into Plexus

Setting up single sign-on

Setting up single sign-on with Google Suite

Setting up single sign-on with OKTA

This guide will assist with the technical set-up for IT technicians setting up single sign-on for Plexus

Setting up single sign-on with Microsoft Entra ID

Setting up single sign-on with SAML

Setting up single sign-on with Microsoft Entra ID (SAML)

Once you have single sign-on set up for your organisation, here are further instructions on managing your existing configuration settings