Redlining enables you to view differences or updates in contracts being drafted or under negotiation. True-Up adds the latest version to Salesforce.

You can view redlines (edits from the last document version underlined in red) and true up the relevant updates in a document to discover where updates were made and add the relevant updates to Salesforce. You can view all of the merged Salesforce data in the document being negotiated and see which data is and is not in sync with Salesforce, ensuring that all of your updates go through the true-up process.

You can use the tree view to the left of the user interface to show all Salesforce data in the document in a hierarchical view. The parent nodes of the tree view are represented by Object Name, Clause, or Unidentified Change. Any unidentified changes are sections that contain redlines that do not map to Salesforce data.

The Open In Word function enables you to create a Word document from the View Redlines user interface, which displays redlines from the two selected file versions. You can make additional edits in the Word document and sync the changes to Salesforce by saving in Word.

You can also select Save PDF to save a new PDF file from the master record in Salesforce.