Red-lining, or "track changes," lets users suggest additions and deletions to contract text, which others must "approve" or "reject" to become part of the document.
Who can suggest, approve and reject edits?
Anyone shared on a contract with "editor" access level or higher.
How do I suggest a change?
In the full contract view, click the three dots to the right of the section you want to edit. Then select "Edit Section" from the drop down menu:
By default, redlining is off. Turn it on using the toggle button:
When redline is toggled on, deleting text will cause it to be struck through in red, and added text will appear in green. Press the "Submit" button to confirm that you want to suggest these changes (otherwise, click on your edit and press "undo").
Once you click "Submit," your edits will be open for approval or rejection by all editors shared on the document (including you), and e-signing will not be enabled until all edits are resolved.
Are parties notified each time a change is made?
Yes, if "notify" is toggled on. To edit without notifying parties each time you make a change, toggle notifications off: