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Review Changes via the Redlines Tab

How to walk through every proposed change in document order and take action on each one.

Written by Antonio Goncalves
Updated over 3 weeks ago

Sequential document-order review of all proposed changes.

Step 1: Redlines tab

All changes in document order with Source, Status, and Category filters.

Redlines tab

Step 2: Source filter

Filter by AI Suggested, Opposing Party, or Internal.

Source filter

Step 3: Opposing Party detail

Reject, Counter, or Accept counterparty changes.

Opposing Party detail

Step 4: Internal change

Your team's tracked changes only have Discard.

Internal change

Step 5: AI Suggested modification

Edit, Discard, or Include AI-suggested modifications.

AI Suggested modification

Step 6: AI Suggested New Clause

Insert, Insert with AI, or Discard new clause suggestions.

AI Suggested New Clause
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