How do I redline contracts using Precisely?

Learn how to redline and collaborate on contracts using Precisely’s suggest mode

Collaborating on contracts is a lot easier if you are able to suggest changes in a visual way. Because of this, Precisely has developed a suggest mode for redlining projects.

Redlining using suggest mode

Using the suggest mode, you are able to redline in three different ways:

  • Suggest replacement: highlight the text that you want to suggest a replacement for and enter your replacement.

  • Suggest removal: delete the text you want to suggest to be removed.

  • Suggest addition: add the text that you want to suggest to add.

To collaborate by redlining a project document, simply

  1. Click Draft & sign in the top menu and click the draft which contains the document you want to redline,

  2. If the project only contains a published document version, start by creating a new draft version,

  3. Open the draft document in the editor by clicking the Edit button on the right-hand side of the document,

  4. If not already selected, switch to the suggest mode using the mode selection dropdown on the top right-hand side of the editor.

 

Both admins and managers are able to accept and deny suggestions.

 

Note! The suggest mode is still in its BETA version. Therefore, it might not be automatically available to your organization. Contact our team if you’d like to enable the suggest mode.