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How to Redline Contracts

Learn how to use our Redline feature and generate a redline to highlight the differences between two documents.

Note: Subscription Plans Required

Generating a redline by comparing two existing documents

  1. Confirm both documents are uploaded to your account or that you have one uploaded as an attachment.
  2. Select the document you would like to compare to an attachment or other document in your account.
  3. Once you've selected a document and have accessed its Contract Page, select More in the top right-hand corner.
    Screen Shot 2022-04-26 at 5.11.14 PM
  4. Select Redline.
    Screen Shot 2022-04-26 at 5.14.54 PM
  5. Choose the document you'd like to generate a redline for.
    1. When you click Select under Other Contracts in my Account, you can search for the name of an existing document by typing a term and clicking the magnifying glass
    Screen Shot 2022-04-26 at 5.18.43 PMScreen Shot 2022-04-26 at 5.25.35 PM

  6. Once you have selected the comparison document, select Generate redline
    Screen Shot 2022-04-26 at 5.28.39 PM
    1. Once selected, you will receive this pop-up message
      Screen Shot 2022-04-26 at 5.29.55 PM
  7. View your redline results through the document emailed to you or by viewing the document added to your attachments in ContractSafe. You'll see an example result below:
    Screen Shot 2022-04-26 at 5.43.44 PM

Generating a redline when replacing an old document with a new one

  1. Starting after Step 3 above, select Replace Contract after you select More.
    Screen Shot 2022-04-27 at 3.41.53 PM
  2. Select the new file that will replace the old one and then select Save as Attachment and Generate Redline.
    Screen Shot 2022-04-27 at 3.43.38 PM
  3. Select Upload in the bottom right-hand corner.
    Screen Shot 2022-04-27 at 3.54.55 PM
  4. You will now see the newly uploaded contract and see your old one added as an attachment. View your redline results by accessing the redline document added to your attachments.