---
title: "VISDOM Auto Redline"
slug: "visdom-auto-redline"
updated: 2024-02-20T19:51:40Z
published: 2024-02-20T19:51:40Z
canonical: "wiki.cobblestonesoftware.com/visdom-auto-redline"
---

> ## 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

### **VISDOM Auto Redline for Attachments on Record Details Pages**

Visdom Auto Redlining is the process of locating and replacing clauses. It is limited to Microsoft .docx files and can be run on a selected .docx file or on all .docx files at the point of attachment to a record.

#### **Clause Configuration**

The auto redlining tool attempts to use preferred clauses stored in the Clause Library. To manage the clause library:

1. Navigate to Manage/Setup > Clause Library

![Clause Library](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666115123306.png)

2. Add a new Clause or or select View/Manage next to an existing clause

3. In the Clause record, set the Preferred Version option to Yes and select a Visdom Category for the clause

![Preferred Version option to Yes and select a Visdom Category](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666115085583.png)

#### Auto Redline a Single Attachment from the Record Details Page

Users have the ability to run the Auto Redline process on a single .docx file from the Files/Attachments area on the Record Details page. To do so:

1. Go to the Record Details page for any record

2. From the Files/Attachments area, choose the **Document Toolbox** next to a .docx file

![Files/Attachments click Toolbox](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666115506816.png)

3. Choose Auto Redline from the **Document Toolbox** screen

![Click Auto Redline](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666122304654.png)

4. Confirm to continue with the Auto Redline

![Confirmation of Auto Redline](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666122428509.png)

5. After confirming, process messages will show at the top of the screen, including:

- Process is pending and may take a few moments to begin

- Extracting Clauses for Common Clauses

- Visdom Auto Redline complete

6. Once finished, return to the Files/Attachments area of the record and a new attachment should be visible with the original file name appended with Visdom Redline

![Once finished, return to the Files/Attachments area of the record and a new attachment should be visible](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666122653603.png)

7. Download the new attachment and open it in Microsoft Word

8. Ensure Reviewing Pane is selected on the Review tab to see the list of revisions and redlines in the document.

![Ensure Reviewing Pane is selected on the Review tab to see the list of revisions and redlines in the document.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666123068716.png)

#### Configure to Run on All .docx Files Attached to a Record

To configure Auto Redline to automatically run on every .docx file when it is attached to a Record Details page:

1. Go to Manage/Setup > Application Configuration > Config Settings

![Application Configuration](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666123526501.png)

2. Select General System from the **Select Configuration Group** dropdown, scroll to **Group: General**, then set **Auto Redline** to true

![General System from Configuration Group](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666123636112.png)