Managing documents
Search for your documents and manage their supporting files
Customising the Document listSearch, sort, filter and create folders to create a document list with the fields most relevant to you
Reviewing a document's statusA list of definitions for each document status in Plexus
Editing key facts for documents in bulkThis article describes how to bulk edit metadata from the Document list
Adding and editing document key factsHow to edit additional facts on a document in Plexus
Renaming a documentUpdate your document's name in a few quick clicks
Creating supporting material on existing documentsUpload and distinguish between sub-documents and internal documents
Creating linked documentsHighlight the relationships between files by linking related documents under supporting material
Uploading new or executed versions of documentsHow to upload new or executed versions of existing documents
Downloading documentsDownload your original document, a part-signed agreement or a fully signed agreement
Deleting documentsThis guide highlights how to delete a document from Plexus
Viewing and modifying document summariesView how companies with AI powered features can have contracts auto-summarised by Plexus AI
Microsoft Add-ins
Use Plexus without leaving the Microsoft Ecosystem
Using the Microsoft 365 Add-In for PlexusExperience the full functionality of Plexus Manage and MAtters from Microsoft Word for Desktop
Using the Outlook Add-In for PlexusExperience the full functionality of Plexus Manage and Matters from Microsoft Outlook