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Documentation
Documentation
Evisort
Last Updated: 2023-06-23
Edit Documents

Edit Documents

In Contract Management and Document Intelligence, you can add or remove text and download documents.
The edit mode provides various options, including:
  • Accessing edit options.
  • 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 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.
You need to convert PDF documents to .docx files before you can edit them.
  1. Click
    Workflow
    .
  2. On the
    Tickets
     tab, select a ticket.
  3. Click the document name.
  4. Click
    Edit
    .
    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.
  5. Click
    Done Editing
    .