Viewing Redlines and Truing Up Data
- Click View Redlines to enter document comparison mode. This displays all of the redlines between two selectable document versions.
- Select the document you will compare from the Document dropdown menu.
The following actions are available:
- Select the versions of the document you want to compare.
- View the file names of the document.
- View the Last Modified By field with the name of the last user to modify the document.
- View the source of the change (for example: Microsoft 365 collaboration).Note: This feature does not work on Advantage Platform files. Advantage Platform files display as Original only.
- Select View Comments to display comments made within the document.
- Enabling the Compare Formatting button displays a comparison panel with formatting changes alongside regular changes during the version comparison and True-Up process. Formatting changes include font styles (bold, italic, underline, color highlight, and color changes). These formatting changes will not indicate any modifications to clauses or fields. You must click on True-Up items to see the differences.Note: There may be discrepancies in formatting changes, as Conga Contracts for Salesforce relies on a library to render them. This process involves an HTML-to-HTML comparison, which can sometimes lead to inconsistencies.
- Select either Negotiate or True-Up.
- Selecting Negotiate sends a version back to your counter-party for further negotiation.
- Selecting True-Up mode locks file version selection and raises the redlining user interface, with true-up actions above the document view that point to the redline where you can use True-Up to sync your data. Clicking Save or Save & Continue takes you to the next redline needing attention, scrolling automatically to the document view.
During negotiation and true-up, inactive clauses are identified with an inactive icon (a clock with a caution symbol) and hovering over the icon raises aThis record is inactivemessage. You cannot view, add, or replace an inactive clause using the Clause Playbook during negotiation.Note:The True-Up feature does not support IF statements. Use the Clause Library to handle dynamic sections of your document.
