Blackline/Redling Option

Client requesting “legal blackline” - basically where they can export a project and view all the edits made within the review cycle in a Project.

Currently, you can see changes at the individual question level, but client would like to export these changes for review for upper leadership to see the changes.

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Future consideration

Status: Future consideration

Comments

Helene H

American Reality Investors asked for this feature.

Khalees V

@Helene Halliday Thanks for bringing this up. Do you know how they are going to use it? For example, if an answer is edited multiple times by author and reviewer, are they looking for all those changes in a separate word document?

Helene H

@khalees Their leadership team would like an Excel Document or Word with the original answer and then the changes applied. Similar to how we have the activities tab with the red/green, but an exportable version they can view all the changes as once. Let me know if you need more info - happy to get it from the client.

When I posted in the CSM channel, many CSMs thought it would benefit their clients as well.

Khalees V

@Helene Halliday Thank you for sharing more details. Using the excel/word, how the leadership team is going to use that and what actions or decisions they will be taking based on this document?