Getting Started
Everything you need to get going.
By Sabina and 1 other2 authors7 articles
- How Unplex Works: Assistants, Agents, and WorkflowsThe building blocks behind every Unplex automation — Assistants, Agents (including specialized Connector and Deep Research Agents), and Workflows — and when to use each.
- How to Install the Unplex Desktop AppWhat the Unplex Desktop app adds over the web app, how to install it on Windows, and how to sign in, turn on on-device anonymization, and redact PDFs before they…
- Getting Started with UnplexStart here: log in, take the product tour, create your first project, connect cloud storage, invite your team, install the Word Add-in, and run your first analysis.
- How to Install the Word Add-inHow to install the Unplex Word Add-in from AppSource or the Unplex app, sign in, and fix common issues.
- What is Unplex?An orientation to the Unplex platform and this Help Center — core capabilities and where to find detailed documentation on each.
- How to Create and Manage a ProjectHow to create a project, add documents, invite team members and clients, and manage project settings in Unplex.
- Your Daily Workflow with UnplexHow to build Unplex into your daily legal workflow in 15 minutes — from morning research to end-of-day document review.