Edit Documents
In Contract Management and Document Intelligence, you can add or remove text, download documents, and perform automated AI reviews.
The edit mode provides various options, including:
- Accessing edit options.
- Running AI Review: Automated analysis of the document against published Playbooks.
- Comparing 2 document versions to generate a redline.
- Configuring view settings.
- Downloading, sharing, and deleting the current version.
- Managing side panel options.
- Saving and uploading new versions.
- Toggling between document versions.
See Redline a Document and Automate Redlining With AI Drafting Tools for more information.
You can edit the document with 1 of these editors:
- Document Editor for Contract Management and Document Intelligence.
- Microsoft Word for the Web and Microsoft Word for Desktop.
You need to convert PDF documents to .docx files before you can edit them.
- ClickWorkflow.
- On theTicketstab, select a ticket.
- Click the document name.
- ClickEdit.You can edit only the most recent internal version. When the most recent version is Counterparty, you can’t edit the document.New or modified text appears in red.You can manage tracked changes from the side panel.
- ClickDone Editing.