Collaborating on contracts is a lot easier if you are able to suggest changes in a visual way. Because of this, Precisely’s editor comes with a suggest mode for redlining project and template documents.

Redlining using suggest mode

To collaborate by redlining a project or template document, simply:

  1. Click Draft & sign or Templates in the top menu depending on which item you want to redline and click the draft or template,
  2. Open the document in the editor by clicking the Edit button on the right-hand side of the document,
  3. If not already selected, switch to suggest mode using the Edit/suggest mode dropdown on the top right-hand side of the editor (for admins and managers, edit mode is not available to members).

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.

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

Note: User roles and access policies apply when redlining.

Example 1: viewers are unable to suggest changes to both project and template documents since they cannot open them in the editor.

Example 2: members are able to suggest changes to project documents but not template documents, since they cannot open them in the editor.

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