What is Redlining?

Redlining is used to mark any changes done in an agreement which helps you to keep track and quickly perform edits required in an agreement.

Types of file formats supported:

.docx files

Types of Redlining

There are two types of redlining that can be done:

Compare between different versions of agreement
Compare to a Lexagle template (Coming out soon!)

In addition to this, redlining can now be done for different versions of an agreements.

Manual Redlining

Users will now be able to compare or redline agreements regardless of any version and in the situation where many of the same agreements are uploaded. In addition, users can compare versions across different rooms in the same workspace as well.

Criteria:

An agreement must be uploaded as a new version of existing agreement in workspace more than twice.

To compare different versions, you can do so by:

clicking the “compare versions” icon in the workspace

or by clicking the “compare versions” icon in the document room

or by previewing the document by clicking on the “view” icon

You can now compare any two versions of your choice!

Note:

“Switch Version” Icon → When users click on this icon, they can switch between the original and revised versions
The revised version of an agreement will always be checked against the original version placed when comparing versions

Once the “Compare” button is clicked, redlining will take place and the document will be downloaded automatically.

Automatic Redlining

Create a workspace OR Navigate to an internal/external room in any one of your workspaces.

You can refer to this article to learn how to create a workspace.

Upload an agreement and fill up the necessary details required.

You can refer to this article to learn how to upload an agreement.

Upload a similar agreement and upload as “new version” of XXX

At this juncture, redlining will automatically take place and you can view and download the changes made against the previous version.

Notes:

if there are no changes between two .docx documents, redlining will not work
if document types other than .docx documents are uploaded, redlining will not work