When you work with different document types like Sales Contract, you know how important accuracy and attention to detail are. This document type has its specific structure, so it is essential to save it with the formatting undamaged. For this reason, working with this sort of paperwork can be quite a struggle for conventional text editing software: one wrong action may mess up the format and take additional time to bring it back to normal.
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In this tutorial, we learn how to redline a contract in CLM. When a contract administrator requests a review, we receive an email notification with an "open contract" button. Clicking it opens the document in Hoopa. We can start edits by downloading the contract as a Word document. Making changes in Microsoft Word, we must use the track changes tool, accessed by clicking the review button and ensuring the track changes button is highlighted.