COBBLESTONE SOFTWARE

Contract Insight — User Guide

VISDOM Auto Redline

03. Admin User Manual › VISDOM & Risk Management › VISDOM Auto Redline

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

The Compare documents screen, reached from a record's Attachments & Templates tab, is the application's automatic redlining tool. It lets a user pick any two of a record's documents — different versions of the same file, or two entirely different attached files, including a mix of .docx, .pdf, and .html — as Original and Revised, then click Compare to see a word-by-word diff: struck-through red text marks what was removed from the original, highlighted green text marks what was added in the revised copy, and unchanged text is shown from the revised copy. A summary line (for example, "13 words added and 16 words removed between these two documents") gives an at-a-glance change count before scrolling the full comparison.

2. Key Elements

• Reached from a record's Attachments & Templates tab via the Compare documents button.
• Choose any two of the record's documents (any file type, any version) as Original and Revised, then click Compare.
• Shows a word-by-word diff: struck-through red = removed, highlighted green = added, with a running added/removed word count.

3. Quick Reference Summary

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