---
title: "VISDOM Auto Redline"
slug: "visdom-auto-redline-1"
updated: 2026-10-07T15:53:58Z
published: 2026-10-29T16:29:08Z
canonical: "wiki.cobblestonesoftware.com/visdom-auto-redline-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# VISDOM Auto Redline

**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

- **Compare documents** button: on a record's **Attachments & Templates** tab, in the Files / Attachments panel below **Download all**. Opens the comparison screen for that record.
- **Original** and **Revised** drop-downs: list every document and every saved version attached to the record, shown as *file name (version · upload date · uploaded by)*. Any file type (.docx, .doc, .pdf, .html) can be chosen on either side.
- **Swap** button (⇆): switches the Original and Revised selections.
- **Compare**: runs the word-by-word comparison and displays the redline.
- **Download as tracked changes**: downloads the comparison as a Word document with tracked changes. Available only when both selected documents are Word files.
- **Summary line**: shows how many words were added and removed, or **No differences** when both documents contain exactly the same words.
- **Legend**: **struck-through** red text was removed from the original, **highlighted** green text was added in the revised copy, and unchanged text is shown from the revised copy.

# 3. Opening the Compare Documents Screen

1. From the Contract Insight homepage, hover over the **Requests/Contracts** icon in the left navigation bar.
2. Select **Contracts**.

![Requests/Contracts menu with Contracts highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01_nav_contracts(1).jpg)

1. On the Contracts list, locate the record (use the **Search** box if needed) and click **Manage**.

![Contracts list with the Search box and a Manage button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02_contracts_manage(1).jpg)

1. On the record, click the **Attachments & Templates** tab.
2. In the Files / Attachments panel, click **Compare documents**.

![Attachments and Templates tab with the Compare documents button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03_attachments_compare.jpg)

**Note:** The Compare documents screen lists only the documents attached to the record it was opened from. Both files (or both versions) being compared must be attached to the same record.

# 4. Comparing Two Documents

1. From the **Original** drop-down, select the baseline document or version.
2. From the **Revised** drop-down, select the document or version to compare against it. This can be a later version of the same file or a different file, including a different file type.
3. Click **Compare**.

![Compare documents screen with the Original and Revised drop-downs and the Compare button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05_compare_selected.jpg)

**Tip:** To reverse the direction of the comparison, click the **Swap** button (⇆) between the two drop-downs, then click **Compare** again.

# 5. Reviewing the Results

1. Check the summary line above the document for the number of words added and removed (for example, "9 words added and 5 words removed between these two documents").
2. Use the legend below the summary line to read the comparison: **struck-through** red text was removed from the original, and **highlighted** green text was added in the revised copy.

![Comparison results with the selected documents, summary line and legend highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06_results_summary.jpg)

1. Scroll through the document to review each change. Removed text appears directly above or before the text that replaced it.

![Redline detail showing removed text struck through in red and added text highlighted in green](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/07_redline_detail.jpg)

**Note:** If the two documents contain exactly the same words, a **No differences** message appears instead of a word count and the text is shown without markup. Because the comparison is word-based, versions that differ only in formatting also show No differences.

![No differences message highlighted on the Compare documents screen](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/08_no_differences.jpg)

# 6. Downloading the Comparison as Tracked Changes

1. Select a Word document in both the **Original** and **Revised** drop-downs.
2. Click **Download as tracked changes** to download the comparison as a Word document with the differences shown as tracked changes.

![Download as tracked changes and Swap buttons highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/09_tracked_swap.jpg)

**Note:** Tracked changes are a Word feature, so **Download as tracked changes** is available only when both documents are Word files. If either document is a PDF or another format, the button is disabled, but the on-screen redline still works.

# 7. Quick Reference Summary

| Task | Where / How |
| --- | --- |
| Open the comparison tool | Requests/Contracts → Contracts → **Manage** → **Attachments & Templates** → **Compare documents** |
| Choose the documents | **Original** and **Revised** drop-downs (any attached file, any version) |
| Reverse the comparison | **Swap** button (⇆), then **Compare** |
| Run the comparison | **Compare** |
| Read the results | Summary line = words added/removed; red strikethrough = removed; green highlight = added |
| Export to Word | **Download as tracked changes** (both documents must be Word files) |