How do I redline contracts using Precisely?

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

Collaborating on contracts is a lot easier if you are able to suggest changes in a visual way. Precisely's suggest mode guarantees effective collaboration when 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. Select Suggest mode using the mode selection dropdown on the top right-hand side of the editor.

Screenshot 2024-07-16 at 13.59.16

 

Admins and managers are able to accept and deny suggestions using the cross and tick symbols.

Screenshot 2024-07-16 at 14.12.25

Learn more about how to review and negotiate contracts using Precisely here.