Plexus

Khris Malatumbaga

Sammie

Andrea Pearson

Touch base with our support team for assistance with Plexus

Contacting support

For errors in Plexus, send us a copy of the error by following these steps.

Troubleshooting errors in Plexus

Solve login or loading issues by following these quick steps

Troubleshooting login and browser issues

Suggestions for common errors and general troubleshooting advice

Troubleshooting

Fast-track your document-related support queries by providing our support team with your Document ID

Locating Your Document ID

Fast-track your visibility and functionality support queries by sharing your details.

Finding your browser and device details

Download our recommended browser by following these prompts.

Downloading Google Chrome

Find out how to launch a private browser window or tab in your browser

Opening a private or incognito browser window

This article shows how to empty your browser cache

Emptying your browser cache

Turn off auto-fill for your browser by following these steps

Removing auto-fill settings from your browser

Marketing Wizard can be prevented from working due to network or firewall software blocking critical URLs and connections.

Network / Firewall access requirements for Marketing Wizard

Some technical requests are best supported by a

Creating a har file to assist with troubleshooting

Assistance with Technical Troubleshooting

Recommended supported file types for Plexus

Supported file sizes and types

Common Troubleshooting Queries

Discover a wealth of instructional Plexus how-to videos that will streamline your Plexus experience

Plexus: How-to videos

These videos cover a wide range of topics, from basic navigation to advanced contract management techniques.

How to Video: Contract Management

Unlock Plexus' full potential with our Admin How-to Videos: From user setup to advanced security, master platform management efficiently.

How to Video - Admin

Master legal matter management with Plexus: Streamline case handling, team collaboration, and insights. Explore our tailored How-to Guide!

How to Video - Matter Management

In our commitment to making your experience with Plexus as seamless as possible, we've curated a collection of informative and user-friendly videos to guide you through the ins and outs of Plexus

How to Videos 

Reach out to the Plexus support team using our range of support tools

Getting in touch with support

Easily view the status of any outstanding support tickets

Viewing support tickets in the customer support portal

This guide covers how to create a support ticket

Raising a support ticket in the customer support portal

Using the customer support portal

Login to Plexus

View our website

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Browse articles and guides in this topic.

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.