Document Redlining

When editing a original file, you may need to add comments to this file. By using this feature, you can check out a redlining file usually connected with an external application used for redlining. The redlining file can be Checked Out and In by different users. To be able to Check Out the redline file, the user must have access to this feature. The user must at least have View Access to access the document revision. The access for checking out redline files follows the access for viewing original file.

Workflow

When the redline file is not yet created, only the edit method will be enabled. When the redline file is checked in, it is also possible to view the comment file or delete it, if desired. This is done using the right mouse button options in the Document Revision window.

Important Terms

Editing: The redline file is only to support the original file during the development process. Instead of adding comments in the original file, the comments can be stored in the redline file.

External Redline Application: Makes sure that an external application is defined for the redlining. This is done using the User Settings window.