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.
   
4. Select Redline.
   
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
   
   
   
6. Once you have selected the comparison document, select Generate redline
   
   
   1. Once selected, you will receive this pop-up message
      
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:
   

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.
   
2. Select the new file that will replace the old one and then select Save as Attachment and Generate Redline.
   
3. Select Upload in the bottom right-hand corner.
   
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.