diff --git a/README.md b/README.md index 055c983..66c5f11 100644 --- a/README.md +++ b/README.md @@ -41,3 +41,4 @@ Install our GitHub app from your [dashboard](https://dashboard.mintlify.com/sett ### Resources - [Mintlify documentation](https://mintlify.com/docs) +- [Mintlify community](https://mintlify.com/community) diff --git a/docs.json b/docs.json index 46b44cc..62cb706 100644 --- a/docs.json +++ b/docs.json @@ -1,68 +1,663 @@ { "$schema": "https://mintlify.com/docs.json", "theme": "mint", - "name": "Mint Starter Kit", + "name": "Draftable", "colors": { - "primary": "#16A34A", - "light": "#07C983", - "dark": "#15803D" + "primary": "#0B2B5C", + "light": "#0b3575", + "dark": "#0B2B5C" + }, + "background": { + "decoration": "gradient" + }, + "fonts": { + "heading": { + "family": "NeuSans", + "source": "https://cdn.prod.website-files.com/6854ccfd1a7ab92f392b474d/685b584938c8018fa3d2e9da_NeuSans-Bold.woff2", + "format": "woff2" + }, + "body": { + "family": "NeuSans", + "source": 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"hc/en-us/articles/18357660925465-How-to-deactivate-your-Draftable-Business-license" + ] + }, + { + "group": "Customization", + "pages": [ + "hc/en-us/articles/21436727062297-Changes-markup-theme-options-for-Draftable-Business" + ] + } ] }, { - "group": "AI tools", - "pages": [ - "ai-tools/cursor", - "ai-tools/claude-code", - "ai-tools/windsurf" + "tab": "Troubleshooting", + "groups": [ + { + "group": "Troubleshooting", + "pages": [ + "hc/en-us/articles/20876814164377-Side-by-Side-Document-Compare-Failure-in-Draftable-Business" + ] + } + ] + } + ] + }, + { + "product": "Draftable API", + "tabs": [ + { + "tab": "Overview & Usage", + "groups": [ + { + "group": "Status & Monitoring", + "pages": [ + "hc/en-us/articles/43677873463705-Checking-Draftable-API-Status", + "hc/en-us/articles/42553018962841-Document-Privacy-with-Draftable-API" + ] + }, + { + "group": "Features and usage", + "pages": [ + "hc/en-us/articles/37873922031129-Getting-Comparison-Results-as-a-JSON-via-the-Change-Details-Endpoint-API" + ] + } ] } ] }, { - "tab": "API reference", - "groups": [ + "product": "Draftable APISH", + "dropdowns": [ { - "group": "API documentation", - "pages": [ - "api-reference/introduction" + "dropdown": "v3", + "icon": "square-terminal", + "tabs": [ + { + "tab": "Overview & Setup ", + "groups": [ + { + "group": "Getting Started", + "pages": [ + "hc/en-us/articles/51133475373465-API-Self-Hosted-v3-Quick-Start-Guide" + ] + }, + { + "group": "Configuration", + "pages": [ + "hc/en-us/articles/51141426113049-Draftable-API-Self-Hosted-v3-Docker-Compose-Guide" + ] + }, + { + "group": "Instance Management", + "pages": [ + "hc/en-us/articles/51117494938777-Retrieve-export-logs-from-API-Self-Hosted-v3" + ] + } + ] + } ] }, { - "group": "Endpoint examples", - "pages": [ - "api-reference/endpoint/get", - "api-reference/endpoint/create", - "api-reference/endpoint/delete", - "api-reference/endpoint/webhook" + "dropdown": "v2", + "icon": "square-terminal", + "tabs": [ + { + "tab": "Overview & Requirements", + "groups": [ + { + "group": "Getting Started", + "pages": [ + "hc/en-us/articles/7132278452249-New-to-Draftable-API-Self-hosted-Start-here" + ] + }, + { + "group": "Requirements", + "pages": [ + "hc/en-us/articles/6140740336665-System-requirements-for-a-Self-hosted-instance", + "hc/en-us/articles/12042585710489-Network-requirements" + ] + } + ] + }, + { + "tab": "Deployment", + "groups": [ + { + "group": "Deployment Guides", + "pages": [ + "hc/en-us/articles/40971532147225-Updating-Draftable-API-Self-Hosted", + "hc/en-us/articles/8424839618457-Draftable-Self-hosted-instance-first-time-configuration", + "hc/en-us/articles/6140153331993-Using-docker-compose-to-launch-instances", + "hc/en-us/articles/33065329148313-API-Self-Hosted-Deployment-on-Azure", + "hc/en-us/articles/5526134550809-AWS-copilot-deployment-guide-for-Draftable-Self-hosted", + "hc/en-us/articles/6142662952089-API-Self-hosted-AWS-EC2-deployment-guide", + "hc/en-us/articles/6142677946265-AWS-load-balancer-configuration-example-for-your-EC2-instance" + ] + } + ] + }, + { + "tab": "Configuration", + "groups": [ + { + "group": "Security & Networking", + "pages": [ + "hc/en-us/articles/10941649851801-MFA-configuration", + "hc/en-us/articles/6141903571609-Reverse-proxy-server-configurations-for-API-Self-hosted", + "hc/en-us/articles/5526130052633-CORS-implementation-within-API-Self-hosted", + "hc/en-us/articles/5526115029017-SSL-termination-configuration", + "hc/en-us/articles/5526003315353-Installing-custom-certificates-onto-your-Self-hosted-instance" + ] + }, + { + "group": "Docker & Parameters", + "pages": [ + "hc/en-us/articles/6140653011865-Understanding-the-docker-compose-yml-file-and-parameters-guide" + ] + } + ] + }, + { + "tab": "Instance Management", + "groups": [ + { + "group": "Users & Logs", + "pages": [ + "hc/en-us/articles/7132308389017-Creating-new-users", + "hc/en-us/articles/6142667920537-Retrieving-logs-for-API-Self-hosted", + "hc/en-us/articles/7132242748313-Managing-user-settings" + ] + } + ] + }, + { + "tab": "API Reference", + "groups": [ + { + "group": "API Documentation & SDKs", + "pages": [ + "hc/en-us/articles/7132291227289-API-documentation", + "hc/en-us/articles/37873874456985-Getting-Comparison-Results-as-a-JSON-via-the-Change-Details-Endpoint-API-Self-Hosted", + "hc/en-us/articles/7132291518233-API-client-libraries" + ] + } + ] + } ] } ] @@ -71,13 +666,18 @@ "global": { "anchors": [ { - "anchor": "Documentation", - "href": "https://mintlify.com/docs", - "icon": "book-open-cover" + "anchor": "Status", + "href": "https://status.draftable.com/?_gl=1*19s8h3m*_gcl_au*MTUyNjk5OTY0OC4xNzU1NzcyMTg3*_ga*NTk4MTg0NTE3LjE3NTU3NzIxODU.*_ga_XWNFMQSDGW*czE3NTU3NzIxODMkbzEkZzEkdDE3NTU3NzI1MzEkajU3JGwwJGgw", + "icon": "signal" + }, + { + "anchor": "Contact Us", + "href": "https://www.draftable.com/contact", + "icon": "headset" }, { "anchor": "Blog", - "href": "https://mintlify.com/blog", + "href": "https://www.draftable.com/legal-blog", "icon": "newspaper" } ] @@ -85,38 +685,39 @@ }, "logo": { "light": "/logo/light.svg", - "dark": "/logo/dark.svg" + "dark": "/logo/dark.svg", + "href": "https://www.draftable.com" }, "navbar": { "links": [ { - "label": "Support", - "href": "mailto:hi@mintlify.com" + "label": "Try It Now", + "href": "https://www.draftable.com/compare" } ], "primary": { "type": "button", - "label": "Dashboard", - "href": "https://dashboard.mintlify.com" + "label": "Book a Demo", + "href": "https://www.draftable.com/book-a-demo" } }, "contextual": { "options": [ - "copy", - "view", - "chatgpt", - "claude", - "perplexity", - "mcp", - "cursor", - "vscode" - ] + "copy", + "view", + "chatgpt", + "claude", + "perplexity", + "mcp", + "cursor", + "vscode" + ] }, "footer": { "socials": { - "x": "https://x.com/mintlify", - "github": "https://github.com/mintlify", - "linkedin": "https://linkedin.com/company/mintlify" + "x": "https://x.com/WeAreDraftable", + "facebook": "https://www.facebook.com/Draftable/", + "linkedin": "https://www.linkedin.com/company/draftable/" } } } diff --git a/favicon.svg b/favicon.svg index b785c73..2c13cba 100644 --- a/favicon.svg +++ b/favicon.svg @@ -1,19 +1,11 @@ - - - - - - - - - - - - - - - - - - + + + + + + + + + + diff --git a/hc/en-us/articles/10301508835225-What-is-Draftable-Business.mdx b/hc/en-us/articles/10301508835225-What-is-Draftable-Business.mdx new file mode 100644 index 0000000..f275346 --- /dev/null +++ b/hc/en-us/articles/10301508835225-What-is-Draftable-Business.mdx @@ -0,0 +1,44 @@ +--- +title: "What is Draftable Business?" +description: "Draftable Business is a document comparison solution for teams and individuals that makes it easy to see what's changed between two documents." +--- + +Simply select two versions of a document and Draftable Business will show you every single change in an easy-to-understand viewer. + +## Comparing with Draftable Business + + + +Draftable Business is easy-to-use, powerful and packed with useful features. Leave comparing documents to Draftable, which completes its tasks significantly faster than a user could do it.  + +### Fast and accurate + +Draftable Business never misses a change. Even the smallest change is picked up. + +Draftable Business works in seconds, so stop wasting your precious time looking for changes manually. + +### Compare anything to anything + +Draftable Business supports most common file types used in professional workplaces. Further, you can compare between different file types! + +### Confidential and private + +Draftable Business works offline. Comparisons don't use the internet and your documents never leave your computer. + +### Easy to learn, easy to use + +Draftable Business is designed to be simple and intuitive. It's easy to use the first time and only takes a few clicks to start a comparison. + +### Powerful customization + +While Draftable Business is designed to be easy-to-use, there is a whole depth of complexity and power-user functionality that is also available. You can control what is detected as a change, how the changes are marked up, and how the viewer looks and feels. + +## Looking to set up Draftable Business for you or your team? + +Jump into our quick start guide, to get set up in minutes! + +Learn more about [purchasing a license](https://draftable.com/pricing) for yourself or your team, visit our [installation guides](https://help.draftable.com/hc/en-us/articles/10301715836697-Installation-guides) and dive into additional resources for [deployment options](/hc/en-us/articles/6142316169625-Enterprise-deployment-options).  + +If you are a new Draftable Business user, learn how to start using the software by going [here.](/hc/en-us/articles/10301668955673-Draftable-Business-Quick-Start-Guide) \ No newline at end of file diff --git a/hc/en-us/articles/10301511489817-Supported-file-types.mdx b/hc/en-us/articles/10301511489817-Supported-file-types.mdx new file mode 100644 index 0000000..205ac9f --- /dev/null +++ b/hc/en-us/articles/10301511489817-Supported-file-types.mdx @@ -0,0 +1,38 @@ +--- +title: "Supported file types" +--- + +Draftable Desktop supports the following file types: + +- Word + - .docx (Word Document) + - .docx (Strict Open XML Document) + - .docx (Office Open XML Text) + - .docm (Word Macro-Enabled Document) + - .doc (Word 97-2003) + - .rtf (Rich Text Format) +- PDF + - .pdf (PDF) +- Text + - .txt (Plain text) + - Free text input also available +- Presentations + - .pptx (PowerPoint Presentation) + - .pptx (PowerPoint Picture Presentation) + - .pptx (Strict Open XML Powerpoint) + - .pptx (Office Open XML Presentation) + - .pptm (PowerPoint Macro-Enabled Presentation) + - .ppt (PowerPoint 97-2003 Presentation) +- Spreadsheets + - .xlsx ( Excel Workbook) + - .xlsm (Excel Macro-Enabled Workbook) + - .xls (Excel 97-2003 Workbook) + - .csv (CSV UTF-8, Comma Delimited) + +### Known issue + +Sometimes, documents generated by non-Microsoft products (e.g. Google Docs) may have issues when comparing with Draftable, as they do not adhere to the Open XML specifications.  We highly recommend conducting thorough testing on documents relevant to your specific use-case to determine if this is the case for you. + +A workaround that often proves effective is to re-save the document using Microsoft Word/PowerPoint. This process can sometimes repair any malformed sections of the document, ensuring better compatibility with Draftable. + +If you need further help with this, please get in touch with support at: [support@draftable.com](mailto:support@draftable.com). \ No newline at end of file diff --git a/hc/en-us/articles/10301668955673-Draftable-Business-Quick-Start-Guide.mdx b/hc/en-us/articles/10301668955673-Draftable-Business-Quick-Start-Guide.mdx new file mode 100644 index 0000000..86614a0 --- /dev/null +++ b/hc/en-us/articles/10301668955673-Draftable-Business-Quick-Start-Guide.mdx @@ -0,0 +1,74 @@ +--- +title: "Draftable Business Quick Start Guide" +description: "This article can help you set up Draftable Business and run a comparison within minutes!" +--- + +## What is Draftable Business? + +Draftable Business is a document comparison solution for teams and individuals that makes it easy to see what's changed between two documents. + +Simply select two versions of a document and Draftable Business will show you every single change in an easy-to-understand viewer. + +## Setting up Draftable Desktop + + + +Download Draftable Business here: [https://draftable.com/desktop/download/](https://draftable.com/desktop/download/) + + +Run the installer & follow the prompts + + +Activate the product by entering your product key + 1. If you already have a license, your product key should have been sent to your email. + 2. If you want to start a trial, you can get a trial key here: [https://www.draftable.com/book-a-demo](https://www.draftable.com/book-a-demo) + 3. If you are ready to buy a license, you can see the options here: [https://draftable.com/desktop/buy/](https://draftable.com/desktop/buy/) + + +That's it! Draftable Business is now setup & ready to use. + + + +## Running your first comparison + + + +Start Draftable Business + + +The **New Comparison launcher** will appear + + + + +Select two documents you want to compare. + The older/original/source document goes on the left. + The newer/revised/modified document goes on the right. + + +Hit **Compare** + + +Draftable Business will now be comparing the documents. This can take from a few seconds up to a few minutes, depending on the contents. + + +Once the comparison is complete, the comparison results will load in our **comparison viewer** window + + + +## Reviewing comparison results + + + +The **comparison viewer** makes it easy to review changes side-by-side.  + +- The older document is displayed on the left, and the newer document is displayed on the right. +- View all changes, and where in the document they sit. +- Navigate the change list to find specific changes. +- [Export](/hc/en-us/articles/6140816202393-Comparison-Outputs) the comparison results. +- Select the way you view the comparison, with various zoom options. +- Choose which types of changes you want to see. \ No newline at end of file diff --git a/hc/en-us/articles/10301718530585-Updating-Draftable-Business.mdx b/hc/en-us/articles/10301718530585-Updating-Draftable-Business.mdx new file mode 100644 index 0000000..3147009 --- /dev/null +++ b/hc/en-us/articles/10301718530585-Updating-Draftable-Business.mdx @@ -0,0 +1,65 @@ +--- +title: "Updating Draftable Business" +description: "This article explains how updates work in Draftable Business, how to check which version is currently installed and how to manually apply updates." +--- + +## Updates in Draftable Business + +Draftable regularly releases new updates, which can range from bug fixes & UI improvements to new features & functionality. + +Updates are downloaded automatically and installed on application restart (or system restart). + +Sometimes, as part of support, we may release a specific update for you. This will not be automatically installed. You will need to manually update to get these updates. + +## How to check the current version of Draftable Business + +To check which version of Draftable Business you currently have: + + + +In your system tray, right click Draftable and go to **Settings** + + + + +In **Settings**, the current version is shown in the the bottom left corner + + + + + +## Manually updating Draftable Business + +To manually update Draftable Business to the latest version: + + + +In your system tray, right click Draftable and go to **Settings** + + + + +Click **Check For Updates** + + + + +If there is an update available, the update will start immediately. + + +Once the update is complete, restart the program. + + +Draftable Business is now updated to the latest version. + + + +If you have any issues with updating Draftable Business, please get in contact with the support team at [support@draftable.com](mailto:support@draftable.com). \ No newline at end of file diff --git a/hc/en-us/articles/10941649851801-MFA-configuration.mdx b/hc/en-us/articles/10941649851801-MFA-configuration.mdx new file mode 100644 index 0000000..5312d87 --- /dev/null +++ b/hc/en-us/articles/10941649851801-MFA-configuration.mdx @@ -0,0 +1,51 @@ +--- +title: "MFA configuration" +description: "Multi Factor Authentication (MFA) is a security method that is used to grant instance access to users only after they provide two sets of login credentials. The first is the user's password and the second is a code generated by an authentication app." +--- + +If you wish to use MFA, users will be required to use an authentication app on their mobile devices. + +## Setting up MFA for all users  + +As an administrator account, navigate to the **Users** tab and see the User Security window in the bottom left. You can click on **enable** to immediately require all users to use MFA to login with their account.  + + +To setup the MFA once enabled by the administrator, ensure your users (including yourself) log out of the instance, and attempt to log back in.  + + + +Once you have provided your username and password, you will be presented with the initial setup for the MFA. Click **Set up using an app,** and using your mobile device scan the QR code that will be presented.  + + + +Once complete enter the requested passcode from the authenticator app. + + + +Upon initial setup, users will also be provided with recovery codes in a situation where they have lost their mobile device or are unable to provide a passcode.  + + + +## Removing MFA for users  + +You can remove MFA from all users by returning to the **users** page within the **admin** section, and by clicking **disable** in the User Security window. This will immediately remove MFA requirements for login, for all user accounts.  + + + +If you wanted to reset an MFA login for a specific user, without having to disable MFA completely, the administrator can delete an MFA method for a specific user, which will force them to complete a new MFA setup the next time they log in.  + + \ No newline at end of file diff --git a/hc/en-us/articles/12042585710489-Network-requirements.mdx b/hc/en-us/articles/12042585710489-Network-requirements.mdx new file mode 100644 index 0000000..fad8943 --- /dev/null +++ b/hc/en-us/articles/12042585710489-Network-requirements.mdx @@ -0,0 +1,16 @@ +--- +title: "Network requirements" +description: "Draftable API Self-hosted container requires internet access to activate the license." +--- + +## License Activation + +To activate the instance, the product license is verified by our license servers. + +| Host | Port | Protocol | Required | +| :--- | :--- | :--- | :--- | +| draftable.com | 443 | HTTPS | Yes | + + +The IP address may change due to CDN and load balancer usage, so the firewall should dynamically whitelist based on the DNS query response. + \ No newline at end of file diff --git a/hc/en-us/articles/15749896564377-Draftable-Legal-Quick-Start-Guide.mdx b/hc/en-us/articles/15749896564377-Draftable-Legal-Quick-Start-Guide.mdx new file mode 100644 index 0000000..9c46317 --- /dev/null +++ b/hc/en-us/articles/15749896564377-Draftable-Legal-Quick-Start-Guide.mdx @@ -0,0 +1,187 @@ +--- +title: "Draftable Legal Quick Start Guide" +description: "This step-by-step guide will help you set up Draftable Legal and run your first comparison in minutes." +--- + + +## What is Draftable Legal? + +Draftable Legal is a document comparison (Redline) solution that makes it easy to see what's changed between two documents. Draftable Legal is built specifically for lawyers with additional features to assist legal users in comparing documents. + +Simply select two versions of a document and Draftable will show you every single change in an easy-to-understand viewer. + +## Setting up Draftable Legal + + +Download the Draftable Desktop application here: [https://draftable.com/desktop/download/](https://draftable.com/desktop/download/) + + +Run the installer & follow the prompts + + +Activate the product by entering your Draftable Legal product key + 1. If you already have a license, your product key should have been sent to your email. + 2. If you want to start a trial, request a demo here: [https://www.draftable.com/draftable-legal](https://www.draftable.com/draftable-legal) + + +That's it! Draftable Legal is now set up & ready to use. + + +## Running your first comparison + + +Start Draftable Legal + + +The **New Comparison launcher** will appear + + + + +Select two documents you want to compare + The older/original/source document goes on the left + The newer/revised/modified document goes on the right + + +Select the comparison type as **Redline in Draftable** + + + + +Hit **Compare** + + +Draftable will now be comparing the documents. This can take from a few seconds up to a few minutes, depending on the contents. + + + +Once the comparison is complete, the comparison results will load in our **redline comparison viewer** window + + +## Reviewing comparison results + +### Redline viewer + +The **Redline comparison viewer** makes it easy to review changes. + +The Change List is shown on the right-hand side of the Comparison Viewer. [You can read more about Change List features here](/hc/en-us/articles/32514479509785-Using-the-Redline-Change-List-to-review-filter-tag-add-notes-and-export-your-changes). + + + +You can toggle the Change List on or off by selecting the button below highlighted. + + + +At the top of the ribbon menu within the comparison viewer, are all your comparison output options. + + + + +These options allow you to quickly and easily share comparisons via your preferred method or DMS. A quick summary of these options are: + +- **Open** the results directly in your preferred Word processor or PDF reader. + + +- **Save** the comparison result to your computer. + + +- **Save** **to DMS**, e.g. iManage, NetDocuments + + +- **Print** a hard copy of the comparison results. + + +- **Copy to Clipboard** and save the comparison output to your clipboard. + + +- **Email** the comparison results and/or the input documents using Outlook. + + + +For more information about these specific output options, please see our [Using Draftable](/hc/en-us/sections/15894418277017-Using-Draftable-Legal) section of our Knowledgebase.  + +## Other Comparison Types + +You can read more about [how to select the right Comparison Type here](/hc/en-us/articles/33190528521881-Comparison-Type-How-to-choose-the-right-option-in-the-Draftable-New-Comparison-Window). Below we explain three other Comparison Types that are used for legal comparisons of Word documents (docx) and PDF files. + +### Side by Side + +This allows you to compare two documents and have them shown on a comparison screen in a Side by Side view. This can make it very easy to see the differences between two documents and works best for PDF files (but Word files are also supported). Side by Side comparisons also have the option to create a comparison output (or export), and is very useful when comparing Excel and PowerPoint files.  + +### Tracked Changes in Word + +The Tracked Changes comparison type will generate a Word document (.docx) with the changes marked up as Track Changes. Once ready, you will be prompted to either save or open the output. This will open in Word and let you use Word's inbuilt Tracked Changes functionality to navigate through changes & accept/reject changes. + +### Redline in Word + +This Comparison Type is designed for users who prefer to work in Word but require a redline that does not contain any tracked changes metadata. It creates a comparison output as a Word (docx) file with static markup (i.e. the text is altered to reflect the markup but there are no 'changes' to review). This is particularly useful when using metadata cleaning tools that would otherwise remove tracked changes information. + +## Advanced steps + +For further advanced steps see the below articles: + + + + + + + + + + + + diff --git a/hc/en-us/articles/16018288168601-Enterprise-deployment-options.mdx b/hc/en-us/articles/16018288168601-Enterprise-deployment-options.mdx new file mode 100644 index 0000000..5e358f1 --- /dev/null +++ b/hc/en-us/articles/16018288168601-Enterprise-deployment-options.mdx @@ -0,0 +1,8 @@ +--- +title: "Enterprise deployment options" +description: "This article is for IT administrators looking to deploy Draftable Legal across their organization, and all relevant information for each of the installers that are offered and their relevant use cases." +--- + +import DraftableEnterpriseDeploymentOptions from '/snippets/Enterprise-deployment-options.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/16018288168602-Enterprise-deployment-options.mdx b/hc/en-us/articles/16018288168602-Enterprise-deployment-options.mdx new file mode 100644 index 0000000..5e358f1 --- /dev/null +++ b/hc/en-us/articles/16018288168602-Enterprise-deployment-options.mdx @@ -0,0 +1,8 @@ +--- +title: "Enterprise deployment options" +description: "This article is for IT administrators looking to deploy Draftable Legal across their organization, and all relevant information for each of the installers that are offered and their relevant use cases." +--- + +import DraftableEnterpriseDeploymentOptions from '/snippets/Enterprise-deployment-options.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/16115234585625-Printing-comparison-outputs.mdx b/hc/en-us/articles/16115234585625-Printing-comparison-outputs.mdx new file mode 100644 index 0000000..e9dd85c --- /dev/null +++ b/hc/en-us/articles/16115234585625-Printing-comparison-outputs.mdx @@ -0,0 +1,43 @@ +--- +title: "Printing comparison outputs" +description: "Draftable Legal will let you directly print the results of your comparison with ease. Once you've compared your documents, you can easily create a printed version of your comparison." +--- + +## Printing Redline outputs + + + + Start by opening the New Comparison window, selecting a Redline comparison as the comparison type. Choose your documents, and then hit **Compare**. + + + + On the top ribbon menu of the comparison viewer, select the **Print** option. From here you can select the following options + + - From here you can select from four options: + - **Redline (DOCX):** Print the comparison as a Redline output as a DOCX file + - **Changed Pages Only:** This output shows only the changed pages between the older and newer documents. It marks up all changes in the changed pages as a Redline view + - **Original file:** An copy of the older document + - **Modified file:** An copy of the newer document + + + Click on the **Print export option** and you will be prompted to print your output and follow the printing dialog that appears. + + + +## Summary page + +The summary page option can be shown by selecting the **options** icon in the email output window. + +This allows you to add a summary page to the output and there are 3 options: + +- **Include at end:** Adds a summary page at the end of the output +- **Include at start:** Adds a summary page at the start of the output +- **Do not include:** Does not add a summary page + +You can also choose to include a changes report as well, with the same options as above. diff --git a/hc/en-us/articles/16115274749337-Launching-Comparisons-from-SharePoint.mdx b/hc/en-us/articles/16115274749337-Launching-Comparisons-from-SharePoint.mdx new file mode 100644 index 0000000..2552f04 --- /dev/null +++ b/hc/en-us/articles/16115274749337-Launching-Comparisons-from-SharePoint.mdx @@ -0,0 +1,112 @@ +--- +title: "Launching Comparisons from SharePoint" +description: "Start to compare documents directly from your synced SharePoint location with Draftable Legal. This means you can start comparisons directly from file explorer's, given you have a synced SharePoint location." +--- + +## Synced SharePoint + +You can sync your Microsoft SharePoint files directly to your computer's folder for offline access and direct work in file explorer. This is available for organizations with a Microsoft 365 work/school subscription or using SharePoint Server 2019 and Teams. + +It is important to understand that OneDrive is used as part of this process, and if you want to learn more about this please visit the [official documentation](https://support.microsoft.com/en-us/office/sync-sharepoint-and-teams-files-with-your-computer-6de9ede8-5b6e-4503-80b2-6190f3354a88). + +## How to compare files directly from a synced SharePoint location + + + +Go to the desired folder which contains the files + + + + +Select the files and **right-click** them (If using windows 11, click **Show more options**) + + + + +Click **Compare with Draftable** + + + + +The comparison window will appear with your selected documents + + + + +Just click **Compare** when you are ready! + + + + +**Note:** You can also **drag and drop** your files directly into the **New Comparison** window. + + + + +## How to compare files directly from a SharePoint Online location + +Draftable can also compare files directly from your SharePoint Online instance, without the need of having to sync the files to your computer. In order to do this, you must first install the Draftable App for SharePoint Online which is explained in more details [Here](/hc/en-us/articles/25571809846297-Configuring-Sharepoint-Online-to-launch-directly-into-Draftable) + + + +Once the Draftable App for SharePoint Online has been installed and configured, you can then open your SharePoint instance in a Web Browser and navigate to where the documents you wish to compare are located. You then have three options with which to initiate a Comparison. + +i) Via the ribbon at the top of the window. Here you see three options:- + + + +1. **Compare** which will load the selected file into the "Select Older Document" pane in the New Comparison window. + + + +2. **Compare Version(s)** which will pop up a new window, with and display all the versions of the file you have selected + + + +3. **1-Click Compare**, which will generate a comparison based on the settings you configured in the Draftable Settings. You can find more information about the 1-Click Compare feature [Here](/hc/en-us/articles/31611819497753-Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow) + +ii) Via the right click context menu. you will also see the same three options for Compare, Compare Version(s) and 1-Click Compare that are mentioned above + + + +iii) There is also the ability to drag and drop files directly from SharePoint Online into Draftable Legal. Simply select the files you wish to compare (either from a list of files or from the version history menu) and drag them into the New Comparison window. + + + + + +## Saving comparison outputs to SharePoint Online + +Once you have generated your comparison in Draftable Legal, you can then save the comparison into SharePoint Online by clicking on the Save to SharePoint button in the ribbon at the top of the Draftable window. You will then see the various options, which you can use to select to the file type and output you wish to save. + + + +When you select the output type you wish to save, the SharePoint Online window will pop up. You can select the location you wish to save the comparison to, at the top of the Window and then hit the save button in the bottom right hand corner. + + + +More information about saving comparisons into SharePoint Online can be found [here](/hc/en-us/articles/32784895738905-Running-comparisons-with-files-from-SharePoint-Online-and-saving-outputs-to-SharePoint). diff --git a/hc/en-us/articles/16115296152729-Saving-comparison-outputs.mdx b/hc/en-us/articles/16115296152729-Saving-comparison-outputs.mdx new file mode 100644 index 0000000..e8e8828 --- /dev/null +++ b/hc/en-us/articles/16115296152729-Saving-comparison-outputs.mdx @@ -0,0 +1,58 @@ +--- +title: "Saving comparison outputs" +description: "Draftable Legal makes it easy for you to save your comparison results directly from the comparison window. You can choose the output format you want by selecting from the various options in the 'Save' button located in the ribbon at the top of the comparison window." +--- + +## Saving Redline outputs + + + +Start by running a Redline comparison (using the Redline viewer comparison type). + + + + +On the top ribbon menu of the comparison viewer, select the **Save** option. From here you can select the following options: + + - **Redline (PDF or DOCX):** This output shows the newer document and marks up all changes on top of that in the Redline view. You can select between DOCX and PDF file-type options. + - **Changed Pages Only:** This output shows only the changed pages between the older and newer document. It marks up all changes in the changed pages as a Redline view + - **Tracked Changes:** This output is an MS Office document with the changes shown in Track Changes (a Microsoft Office feature) + - **Changes report:** Creates a report of all the changes detected within the comparison. This allows users to share the Change List, along with any Tags and Notes with colleagues or external parties via the output options + - A drop-down list will provide options to export changes as a **DOCX** or **exporting to a** **.csv** using either the **All changes** or the **Matching filters**. + + + + + +Click the preferred output and a save dialog will appear to let you choose where you save the file. + + +Once it is saved is complete, a notification will appear to confirm that the output has been created. Clicking this notification will open the output file. + + + + + +## Summary page + +The summary page option can be shown by selecting the **options** icon in the email output window. + +This allows you to add a summary page to the output and there are 3 options: + +- **Include at end:** Adds a summary page at the end of the output +- **Include at start:** Adds a summary page at the start of the output +- **Do not include:** Does not add a summary page + +You can also choose to include a changes report as well, with the same options as above. diff --git a/hc/en-us/articles/16115297005849-Emailing-comparison-outputs.mdx b/hc/en-us/articles/16115297005849-Emailing-comparison-outputs.mdx new file mode 100644 index 0000000..c68b353 --- /dev/null +++ b/hc/en-us/articles/16115297005849-Emailing-comparison-outputs.mdx @@ -0,0 +1,86 @@ +--- +title: "Emailing comparison outputs" +description: "Draftable Legal makes it easy for you to directly email your comparison results from the comparison window. Draftable Legal will let you select the output you require to email by automatically attaching the output to a new email window in Outlook." +--- + + +**Please note:** + +The workflows below are not supported for users using 'New' Outlook. + + +## Emailing Redline outputs + + + + Start by running a Redline comparison (using the Redline viewer comparison type) + + + + + In the Comparison window, in the ribbon at the top, you will see a **"Email"** button. If you click on that, you will see all the options you can choose from. + + + - **Redline PDF:** This output shows the newer document and marks up all changes on top of that in the Redline view + - **Changed Pages Only:** This output shows only the changed pages between the older and newer document. It marks up all changes in the changed pages as a Redline view + - **Tracked Changes:** This output is an MS Office document with the changes shown in Track Changes (a Microsoft Office feature) + - **Changes report:** Creates a report of all the changes detected within the comparison. + - **Original file:** An copy of the older document + - **Modified file:** An copy of the newer document + + You may also select multiple options and choose to Zip the files as a single attachment. This can be done by selecting the checkboxes next to the export options and selecting the "Zip files" option as well. + + + Select which files you want to copy, by checking the box to the right of each comparison type. + + + + + You can rename the files by clicking on the pencil icon on the right hand side of the window. + + + + + You can also change the file format of the Redline and the Original and Modified files. You can pick either PDF or DOCX file formats. Track Changes has to remain as a DOCX file though. + + + + + With the **Changes Report** option, you can again decide on the file format, this time the options are DOCX and CSV, while also choosing what changes you want in the report. You can either choose All Changes, are choose to just show the changes you have selected in the Filter you have set on the Change List panel on the right hand side. + + + + + If needs be, you can also choose to zip up all the files you have selected before they are copied to the clipboard. + + + + + Finally click on the **"Send"** button and the selected files will be added clipboard, ready to be pasted elsewhere, such as an open email etc. + + + + + Your comparison output will then be attached to an Outlook email message. + + + + \ No newline at end of file diff --git a/hc/en-us/articles/16115297854617-Launching-comparisons-directly-from-file-explorer.mdx b/hc/en-us/articles/16115297854617-Launching-comparisons-directly-from-file-explorer.mdx new file mode 100644 index 0000000..07dd6fb --- /dev/null +++ b/hc/en-us/articles/16115297854617-Launching-comparisons-directly-from-file-explorer.mdx @@ -0,0 +1,73 @@ +--- +title: "Launching comparisons directly from file explorer" +description: "Draftable Legal simplifies document comparison by starting comparisons directly from your file explorer's menu.

File explorer is a file manager application that is included with Microsoft Windows, and examples of how to launch comparisons for both Windows 11 and 10 are shown in this article." +--- + +## How to launch comparisons directly from file explorer (Windows 11) + + + + Navigate to the desired folder which contains your desired files to compare + + ![mceclip0.png](/images/using-draftable-launching-comparisons-directly/image-1.png) + + + + Select the files and **right-click** them, and then click **Show more options** + + ![mceclip1.png](/images/using-draftable-launching-comparisons-directly/image-2.png) + + + + Click **Compare with Draftable** + + ![](/images/using-draftable-launching-comparisons-directly/image-3.png) + + + + The New Comparison window will appear with your selected documents + + ![](/images/using-draftable-launching-comparisons-directly/image-4.png) + + + + Just select the **comparison type** and click **compare** when you're ready! + + + +## How to launch comparisons directly from file explorer (Windows 10) + + + + Navigate to the desired folder which contains your desired files to compare + + + ![](/images/using-draftable-launching-comparisons-directly/image-5.png) + + + + Select the files and **right-click** them, and then click **Compare with Draftable** + + ![](/images/using-draftable-launching-comparisons-directly/image-6.png) + + + + The New Comparison window will appear with your selected documents + + + ![](/images/using-draftable-launching-comparisons-directly/image-7.png) + + + + Just select the **comparison type** and click **compare** when you're ready! + + + +## Drag and drop + +You can also **drag and drop** your files directly from File Explorer into the **New Comparison** window to add documents for your comparison. + +![](/images/using-draftable-launching-comparisons-directly/image-8.png) + + +Simply click and drag the documents from your file location into each area for the older and newer documents. diff --git a/hc/en-us/articles/16226110503961-Vulnerability-Reporting.mdx b/hc/en-us/articles/16226110503961-Vulnerability-Reporting.mdx new file mode 100644 index 0000000..1e94e96 --- /dev/null +++ b/hc/en-us/articles/16226110503961-Vulnerability-Reporting.mdx @@ -0,0 +1,30 @@ +--- +title: "Vulnerability Reporting" +--- + +## What is a security vulnerability? +Draftable considers a security vulnerability to be any technical issue that incorrectly exposes customer data, internal data, or materially impacts the reliability & integrity of our system. + +## Some examples of security vulnerabilities: + +- **Broken Authentication:** *When authentication credentials are compromised, user sessions and identities can be hijacked by malicious actors to pose as the original user.* +- **SQL Injection:** *As one of the most prevalent security vulnerabilities, SQL injections attempt to gain access to database content via malicious code injection. A successful SQL injection can allow attackers to steal sensitive data, spoof identities, and participate in a collection of other harmful activities.* +- **Cross-Site Scripting:** *Much like an SQL Injection, a Cross-site scripting (XSS) attack also injects malicious code into a website. However, a Cross-site scripting attack targets website users, rather than the actual website itself, which puts sensitive user information at risk of theft.* +- **Cross-Site Request Forgery:** *A Cross-Site Request Forgery (CSRF) attack aims to trick an authenticated user into performing an action that they do not intend to do. This, paired with social engineering, can deceive users into accidentally providing a malicious actor with personal data.* +- **Security Misconfiguration:** *Any component of a security system that can be leveraged by attackers due to a configuration error can be considered a “Security Misconfiguration.”* + +A data leak occurs when data is accidentally *leaked from within* an organization, whereas a data breach results from data being *stolen*. + +Data leakage is usually the result of a mistake. For example: sending a document with sensitive or confidential information to the wrong email recipient, saving the data to a public cloud file share, or having data on an unlocked device in a public place for others to see. + +## How do I report vulnerabilities? + +Please send an email to [securitydisclosures@draftable.com](mailto:securitydisclosures@draftable.com) if you have identified a vulnerability. + +Please include the following information in your report: + +- Type of issue +- Product with the bug, and a URL +- The potential impact of the security vulnerability (e.g. what data can be affected) +- Instructions to reproduce the issue +- Any proof-of-concept or exploit code required to reproduce the issue \ No newline at end of file diff --git a/hc/en-us/articles/16549583625241-iManage-Integration-with-Draftable-Legal.mdx b/hc/en-us/articles/16549583625241-iManage-Integration-with-Draftable-Legal.mdx new file mode 100644 index 0000000..7cd0036 --- /dev/null +++ b/hc/en-us/articles/16549583625241-iManage-Integration-with-Draftable-Legal.mdx @@ -0,0 +1,83 @@ +--- +title: "iManage Integration with Draftable Legal" +description: "iManage is a document and email management software for legal, financial, and accounting professionals. It provides advanced features and an intuitive interface to securely organize, store, and collaborate on documents." +--- + + + +You can connect your iManage account to Draftable Legal, which will save comparison outputs into iManage. In this article, we will guide you in connecting your iManage account to Draftable Legal. + +**Video Resource:** For a comprehensive understanding of Draftable with iManage, we offer our specially crafted explainer video, accessible [via this link.](/hc/en-us/articles/27925873128601-Draftable-Legal-integration-with-iManage) + +## Connecting your iManage account to Draftable Legal + +Depending on what version of Draftable you are using, there are two different procedures you need to follow depending on the version. + +### If you are using Draftable v25.9.300 or earlier: + +Now we need to ensure that we are logging into our cloud iManage account. Navigate to the **Integrations** section of the settings menu and select **cloud.**  + +Ensure you have logged into iManage on your Draftable Legal application. This can be done following the process below.  + + +Open the settings menu and navigate to the **integrations** section of the settings. + + + ![](/images/using-draftable-legal-with-iManage/image-168.png) + + + +Click the **Login** button, and enter your credentials for your iManage account. It should display as *Connected as* with your correct account details if done correctly. + + + ![](/images/using-draftable-legal-with-iManage/image-169.png) + + + +That concludes the iManage configuration process between Draftable Legal and cloud iManage. + +### If you are using Draftable v25.10.000 or later + + +Open the settings menu and navigate to the **integrations** section of the settings. + + + ![](/images/using-draftable-legal-with-iManage/image-170.png) + + + +Enter your credentials for your iManage account (if they haven't already been configured by Group Policy) by clicking the arrow in the "Manage endpoints" section. + + + ![](/images/using-draftable-legal-with-iManage/image-171.png) + + + You can enter the endpoint name and the endpoint URL. This is important if you are using multiple tenancies. + + + ![](/images/using-draftable-legal-with-iManage/image-172.png) + + + +Click the **Save.** It will now add that endpoint to the endpoint section. + + + ![](/images/using-draftable-legal-with-iManage/image-173.png) + + + +In the environment dropdown section, select the endpoint you want to connect to and click **Connect.** In this case, you would select the On-Premises endpoint you would've just defined. + + + ![](/images/using-draftable-legal-with-iManage/image-174.png) + + + +Connection is validated when the "Logout" button appears and the dropdown icon greys out. + + + ![](/images/using-draftable-legal-with-iManage/image-175.png) + + + +That concludes the iManage configuration process between Draftable Legal and cloud iManage. \ No newline at end of file diff --git a/hc/en-us/articles/16549612535705-Redline-comparison-settings.mdx b/hc/en-us/articles/16549612535705-Redline-comparison-settings.mdx new file mode 100644 index 0000000..ccf15eb --- /dev/null +++ b/hc/en-us/articles/16549612535705-Redline-comparison-settings.mdx @@ -0,0 +1,182 @@ +--- +title: "Redline comparison settings" +description: "Comparison settings give users the ability to define the content and appearance of comparisons, which provides more precise and tailored comparisons to their needs." +--- + +Draftable Legal has a dedicated comparison settings section, which provides many options so that your comparisons appear the way you want them to. This article includes information on the following topics: + +- How to access the Redline comparison options +- How to create, use and export Redline setting profiles +- Comparison options and definitions +- Settings for tracked changes authors +- Ability to customize the markup schema + +## Navigating to the Redline comparison settings + +Firstly, we need to open the settings menu, this can be done in a few ways: + + +1. Open settings via the Taskbar + + + Right-click the **Draftable** icon in the taskbar + + + Select **Settings** as the 2nd option + + + ![](/images/draftable-legal-redline-comparison/image-1.png) + + + + +2. Or, open the settings menu via the New Comparison Window + + + Open the [New Comparison window](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + + + Select **Settings** in the top right of the window + + + ![](/images/draftable-legal-redline-comparison/image-2.png) + + + + +Once the settings menu is open navigate to the **Redline** tab. Here you have access to all the options that allow you to configure the appearance and contents of your comparisons. + + +![](/images/draftable-legal-redline-comparison/image-3.png) + + +## The Redline comparison settings + +There are a large number of configurable options available within the Redline settings section. Here you can fully customize they way your Redline comparison appear, and this section aims to breakdown and explain how to configure each setting option. + +### Profiles + + +![](/images/draftable-legal-redline-comparison/image-4.png) + + +Profiles are an easier way for you to switch between preset Redline comparison configurations, without having to manually setup the Redline settings menu for each different type of document use case. + +Since profile configuration is an in-depth topic, we have a [dedicated article here](/hc/en-us/articles/19002240548249-Managing-profiles-for-Redline-settings), which explains all the different components of Redline profiles. + + +### Comparison options + + +![Redline - Comparison options (2.15).png](/images/draftable-legal-redline-comparison/image-5.png) + + +**Styles:** Text styling includes changes in how the text appears. Disabling this option will also disable the 4 styles sub-options below. + +- **Text styling:** Text styling includes bold, italic, caps, underline +- **Font changes:** Font changes include font, font family and font color +- **Layout changes:** Layout related includes indent and text alignment +- **Miscellaneous:** All other styling changes + +**Bullets and Numberings** + +**Tables:** Compares content within tables + +**Images:** Compares images in the document (note, Draftable does not compare the content of images, only insertions, deletions and moving of whole images). + +**Text Boxes:** changes in content contained within text boxes will be shown + +**Headers:** changes in document headers will be shown when this is selected + +**Footers:** changes in footers in the document, including page numbering changes + +**Footnotes and Endnotes:** Marks up for footnotes and end-notes changes will be shown + +**Tables of Contents:** Compares changes in Table of Contents + +**Watermarks:** Will show both old and new watermarks on the document + +**Cover Pages:** Markup for changes on cover page will be shown + +**Hidden text:** When enabled, hidden text in input documents will be ‘unhidden’ by Draftable and then compared to display any changes as redline markups. In the redline output files, text that was hidden in the input file is shown in grey highlights. + +**Moved text:** If enabled, this will detect whether text has moved within the comparison. + +**Case Insensitive Comparison:** This toggle ignores capitalization changes in the document (e.g. changing 'a' to 'A' will not be shown as a change when this more is enabled) + +**Comparison Resolution:** This setting option changes the way that the comparison is interpreted in terms of whether changes are detected between individual characters, or at a whole word level. There are two settings: + +- **Character level:** Shows changes made to individual characters. This improves readability. +- **Word level:** Any change within a word, whether a single character or the entire word, will be displayed as an entire word change. Better for spotting changes. + +**Comment Options:** The keep comments option allows you to select whether comments are maintained within the documents (or specific document) within the comparison, or skipped entirely. By default, they are enabled. + +- **Compare Comments:** this option includes comments for comparison (comments changes will be shown as redlined) +- **Show comments from** **both documents:** Keeps comments from both documents without comparing them +- **Show comments from the original document:** Keeps comments from the older document only +- **Show comments from the** **modified document:** Keeps comments from the newer document only +- **Hide all comments:** Do not include any comments in the comparison output + +**Default summary page placement:** The default summary page placement option allows you to add a summary page to the output and there are 3 options: + +- **Include at end:** Adds a summary page at the end of the output +- **Include at start:** Adds a summary page at the start of the output +- **Do not include:** Does not add a summary page + +### Tracked Changes Author + +There are specific options for the author of comparisons that are made using Tracked changes. + +![Tracked changes author (2.15) - no shadow.png](/images/draftable-legal-redline-comparison/image-6.png) + + +**Default author:** The author name that will be used for all changes in the Tracked Changes document outputs. It has the following options: + +- **Last modified by (from newer document):** Shows who last modified the document. +- **Document author (from newer document):** Uses the author from the document. +- **User Name (from office settings):** Uses the user name from the office settings as the default author. +- **User Initials (from office settings):** Uses the user initials from the office settings as the default author. +- **Custom value:** If selected, allows you to enter your own custom string of text as the author within this settings window +- **None**: If selected, changes will not be given an author name + +**Show Author in New Comparison window:** Displays the author name within the New Comparison window. + +### Word Tracked changes output + +You can set the default behavior from when a Word Tracked changes output is created. These options are: + +- **Always ask:** Will always ask whether to open or save the Word Tracked changes output, and doesn't assume one of the below options. +- **Open output:** Immediately opens the output when the button is clicked. +- **Save output:** Immediately opens file explorer to save the output to your desired file location. + +### Filename output + + +![](/images/draftable-legal-redline-comparison/image-7.png) + + +This setting allows you to fully customize the file naming schema for Redline comparison outputs, using a combination both preset tags and your own free text to set to your desired filename schema. See the dedicated knowledge-base [article here](/hc/en-us/articles/28737392718745-Draftable-Legal-Configuring-Custom-Output-Filenames), which provides a full deep dive on how to use this feature + +### Markup schema + +You can edit how the markup schema looks in your comparison or both insertion content, deletion content, moved content and revised lines. Customization include **text-decoration** and **color** for these detection's, and a preview is shown whilst you make these selections. + + +![](/images/draftable-legal-redline-comparison/image-8.png) + + +For text decoration, options include: + +- None: No text decoration is performed +- Bold: Bold style change is added +- Italic: Italic style change is added +- Underline: Underline style change is added +- Strikethrough: Strikethrough style change is added +- Double Underline: Double underline style change is added +- Double Strikethrough: Double strikethrough style change is added + +For color, there is a range of colors that can be chosen to best suit your preferences. + +Changes to the markup schema are automatically saved as you make them. When you have made all necessary changes click **Done** to close the window. + + diff --git a/hc/en-us/articles/17693327305881-Side-by-side-comparisons.mdx b/hc/en-us/articles/17693327305881-Side-by-side-comparisons.mdx new file mode 100644 index 0000000..944c1ed --- /dev/null +++ b/hc/en-us/articles/17693327305881-Side-by-side-comparisons.mdx @@ -0,0 +1,8 @@ +--- +title: "Side-by-side comparisons" +description: "Side-by-side comparisons offer an alternative method to Redline comparisons in Draftable Legal. This article will explain what side-by-side comparisons are, how to view them in Draftable Legal, and discuss their benefits and limitations." +--- + +import DraftableSideBySideComparisons from '/snippets/Side-by-side-comparisons.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/17693327305882-Side-by-side-comparisons.mdx b/hc/en-us/articles/17693327305882-Side-by-side-comparisons.mdx new file mode 100644 index 0000000..944c1ed --- /dev/null +++ b/hc/en-us/articles/17693327305882-Side-by-side-comparisons.mdx @@ -0,0 +1,8 @@ +--- +title: "Side-by-side comparisons" +description: "Side-by-side comparisons offer an alternative method to Redline comparisons in Draftable Legal. This article will explain what side-by-side comparisons are, how to view them in Draftable Legal, and discuss their benefits and limitations." +--- + +import DraftableSideBySideComparisons from '/snippets/Side-by-side-comparisons.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/17693437607065-Configuring-Side-by-Side-comparison-settings-Configuring-Side-by-Side-comparison-settings.mdx b/hc/en-us/articles/17693437607065-Configuring-Side-by-Side-comparison-settings-Configuring-Side-by-Side-comparison-settings.mdx new file mode 100644 index 0000000..b246f8d --- /dev/null +++ b/hc/en-us/articles/17693437607065-Configuring-Side-by-Side-comparison-settings-Configuring-Side-by-Side-comparison-settings.mdx @@ -0,0 +1,74 @@ +--- +title: "Configuring Side-by-Side comparison settings" +description: "The side-by-side comparison settings allow users to configure the contents and experience of side-by-side comparisons. Draftable Legal has a dedicated side-by-side comparison settings section, which provides many options so that your comparisons appear the way you want them to." +--- + + +This article includes information on the following topics: + +- **How to access the side-by-side comparison options** +- **Comparison options** +- **Viewer options** + +## Accessing side-by-side comparison options + +#### Open the settings menu via the taskbar + + +Right-click the **Draftable Legal** icon in the taskbar + + +Select **Settings** as the 2nd option + ![](/images/draftable-legal-customizing/image-14.png) + + +#### Open the settings menu via the new comparison window + + +Open the [New Comparison window](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + + +Select **Settings** in the top right of the window  + ![](/images/draftable-legal-customizing/image-15.png) + + +Then in settings, go to the **Side by Side** tab. Here you have access to all the options that allow you to configure the appearance and contents of your comparisons.  + +![](/images/draftable-legal-customizing/image-16.png) +## Comparison options  + +Comparison options can be controlled by the user to control how the comparison behaves and looks.  +![](/images/draftable-legal-customizing/image-17.png) +**Ignore changes inside Headers and Footers:** Setting this will instruct the comparison not to detect content within headers and footers which include page numbering changes. This is an experimental feature that may not provide full accuracy. + +**Enable moves:** This setting allows you to toggle the 'moves' detection, which detects whether content has been moved positionally between the documents. + +**Font size sensitivity:** This setting allows you to set the threshold for font size detection (style changes) within side-by-side comparisons + +- **Sensitive:** Detects all changes in font size +- **Somewhat sensitive:** Detects only changes in font size that is at least 1pt greater +- **Significant:** Detects only changes in font size that is at least 2pt greater + +## Viewer options + +There are specific options for the viewer itself for side-by-side comparisons. + +**Change list default state:** This sets the default state for the change list that is shown when viewing comparisons. +![](/images/draftable-legal-customizing/image-18.png) +- **Open:** The change list is displayed within the viewer by default +- **Closed:** The change list is hidden within the viewer by default + +**Default view mode:** This sets the default state for the viewer mode that is shown when viewing comparisons. +![](/images/draftable-legal-customizing/image-19.png) +- **Side-by-side view:** The viewer shows both old and new documents side by side to each other, showing changes in each document compared to each other +- **Single document view:** The viewer combines both documents into a single document view showing changes within the single document + +**Default changes shown:** This sets the default state for the change list that is shown when viewing comparisons. +![](/images/draftable-legal-customizing/image-20.png) +- **Content changes only:** This option lets you focus only on modifications in text or data, ignoring purely stylistic transformations like font changes. +- **Content and Style changes:** With this setting, Draftable will highlight both content changes as well as alterations in style, page layout, and font. + +**Changes Markup:** This sets the default state for the change list that is shown when viewing comparisons. +![](/images/draftable-legal-customizing/image-21.png) +- **Legacy theme:**  Where Deletions are Red, Insertions are Green and Moves are Blue. +- **Default theme:** Where Deletions are Red, Insertions are Blue, and Moves are Green. \ No newline at end of file diff --git a/hc/en-us/articles/17693437607065-Configuring-Side-by-Side-comparison-settings.mdx b/hc/en-us/articles/17693437607065-Configuring-Side-by-Side-comparison-settings.mdx new file mode 100644 index 0000000..af82e54 --- /dev/null +++ b/hc/en-us/articles/17693437607065-Configuring-Side-by-Side-comparison-settings.mdx @@ -0,0 +1,108 @@ +--- +title: "Configuring Side-by-Side comparison settings" +description: "The side-by-side comparison settings allow users to configure the contents and experience of side-by-side comparisons. Draftable Legal has a dedicated side-by-side comparison settings section, which provides many options so that your comparisons appear the way you want them to." +--- + +This article includes information on the following topics: + +- **How to access the side-by-side comparison options** +- **Comparison options** +- **Viewer options** + +## Accessing side-by-side comparison options + +### Open the settings menu via the taskbar + + + +Right-click the **Draftable Legal** icon in the taskbar + + +Select **Settings** as the 2nd option + + ![](/images/draftable-legal-configuring-side-by-side/image-1.png) + + + + +### Open the settings menu via the new comparison window + + + +Open the [New Comparison window](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + + +Select **Settings** in the top right of the window + + + ![](/images/draftable-legal-configuring-side-by-side/image-2.png) + + + + +Then in settings, go to the **Side by Side** tab. Here you have access to all the options that allow you to configure the appearance and contents of your comparisons. + + + +![](/images/draftable-legal-configuring-side-by-side/image-3.png) + + +## Comparison options + +Comparison options can be controlled by the user to control how the comparison behaves and looks. + + +![](/images/draftable-legal-configuring-side-by-side/image-4.png) + + +**Ignore changes inside Headers and Footers:** Setting this will instruct the comparison not to detect content within headers and footers which include page numbering changes. This is an experimental feature that may not provide full accuracy. + +**Enable moves:** This setting allows you to toggle the 'moves' detection, which detects whether content has been moved positionally between the documents. + +**Font size sensitivity:** This setting allows you to set the threshold for font size detection (style changes) within side-by-side comparisons + +- **Sensitive:** Detects all changes in font size +- **Somewhat sensitive:** Detects only changes in font size that is at least 1pt greater +- **Significant:** Detects only changes in font size that is at least 2pt greater + +## Viewer options + +There are specific options for the viewer itself for side-by-side comparisons. + +**Change list default state:** This sets the default state for the change list that is shown when viewing comparisons. + + +![](/images/draftable-legal-configuring-side-by-side/image-5.png) + + +- **Open:** The change list is displayed within the viewer by default +- **Closed:** The change list is hidden within the viewer by default + +**Default view mode:** This sets the default state for the viewer mode that is shown when viewing comparisons. + + +![](/images/draftable-legal-configuring-side-by-side/image-6.png) + + +- **Side-by-side view:** The viewer shows both old and new documents side by side to each other, showing changes in each document compared to each other +- **Single document view:** The viewer combines both documents into a single document view showing changes within the single document + +**Default changes shown:** This sets the default state for the change list that is shown when viewing comparisons. + + +![](/images/draftable-legal-configuring-side-by-side/image-7.png) + + +- **Content changes only:** This option lets you focus only on modifications in text or data, ignoring purely stylistic transformations like font changes. +- **Content and Style changes:** With this setting, Draftable will highlight both content changes as well as alterations in style, page layout, and font. + +**Changes Markup:** This sets the default state for the change list that is shown when viewing comparisons. + + +![](/images/draftable-legal-configuring-side-by-side/image-8.png) + + +- **Legacy theme:** Where Deletions are Red, Insertions are Green and Moves are Blue. +- **Default theme:** Where Deletions are Red, Insertions are Blue, and Moves are Green. + + diff --git a/hc/en-us/articles/18067608872601-Supported-file-types.mdx b/hc/en-us/articles/18067608872601-Supported-file-types.mdx new file mode 100644 index 0000000..f919059 --- /dev/null +++ b/hc/en-us/articles/18067608872601-Supported-file-types.mdx @@ -0,0 +1,65 @@ +--- +title: "Supported file types" +description: "Draftable Legal supports the following file types for the following comparison types." +--- + + +### Redline in Draftable comparisons + +- Word + - .docx (Word Document) + - .docx (Strict Open XML Document) + - .docx (Office Open XML Text) + - .doc (Word 97-2003) + - .docm (Marco enabled Word Document) + - .rtf (Word Document) + - .odt (OpenDocument Text) +- PDF + - .pdf (PDF) +- Excel + - .xlsx (Microsoft Excel Spreadsheet) + - .xls (Excel 97 - 2003) + - .xlsm (Excel Macro-Enabled Spreadsheet) + - .csv (Microsoft Excel Spreadsheet) +- Presentations + - .pptx (PowerPoint Presentation) + - .ppt (PowerPoint 97 - 2003) + - .pptm (PowerPoint Macro-Enabled Presentation) +- Text + - .txt (Plain text) + +### Side-by-side comparisons: + +- Word + - .docx (Word Document) + - .docx (Strict Open XML Document) + - .docx (Office Open XML Text) + - .docm (Word Macro-Enabled Document) + - .doc (Word 97-2003) + - .rtf (Rich Text Format) + - .odt (OpenDocument Text) +- PDF + - .pdf (PDF) +- Text + - .txt (Plain text) + - Free text input also available +- Presentations + - .pptx (PowerPoint Presentation) + - .pptx (PowerPoint Picture Presentation) + - .pptx (Strict Open XML Powerpoint) + - .pptx (Office Open XML Presentation) + - .pptm (PowerPoint Macro-Enabled Presentation) + - .ppt (PowerPoint 97-2003 Presentation +- Excel + - .xlsx (Microsoft Excel Spreadsheet) + - .xls (Microsoft Excel 97-2003) + - .xlsm (Excel Macro-Enabled Spreadsheet) + - .csv (Microsoft Excel 97-2003) + +### Word documents generated by non-Microsoft software + +Sometimes, documents generated by non-Microsoft products (e.g. Google Docs) may have issues when comparing with Draftable Legal, as they do not adhere to the Open XML specifications. We highly recommend conducting thorough testing on documents relevant to your specific use-case to determine if this is the case for you. + +A workaround that often proves effective is to re-save the document using Microsoft Word/PowerPoint. This process can sometimes repair any malformed sections of the document, ensuring better compatibility with Draftable Legal. + +If you need further help with this, please get in touch with support at: [support@draftable.com](mailto:support@draftable.com) diff --git a/hc/en-us/articles/18334088571545-How-to-resolve-Comparison-of-PDF-documents-failed-Draftable-requires-additional-permissions-to-complete-this-action.mdx b/hc/en-us/articles/18334088571545-How-to-resolve-Comparison-of-PDF-documents-failed-Draftable-requires-additional-permissions-to-complete-this-action.mdx new file mode 100644 index 0000000..6dd35aa --- /dev/null +++ b/hc/en-us/articles/18334088571545-How-to-resolve-Comparison-of-PDF-documents-failed-Draftable-requires-additional-permissions-to-complete-this-action.mdx @@ -0,0 +1,74 @@ +--- +title: "How to resolve \"Comparison of PDF documents failed. Draftable requires additional permissions to complete this action\"" +--- + + +## Identifying the Issue + +This issue occurs when trying to run a comparison of PDF documents and/or raw text input. Draftable displays the following error dialog with message "Comparison of PDF documents failed. Draftable requires additional permissions to complete this action": + + + Error dialog + + +Additionally, the following error message might appear in the logs: + +`System.UnauthorizedAccessException: Comparison of PDF documents failed. Draftable requires additional permissions to complete this action` + +## Root Cause of the Issue + +Draftable's Legal Redline compare depends on Microsoft Word for certain functions. The issue arises due to a Word setting associated with converting PDF files into Word documents. This can occur when trying to compare PDF documents or raw text input. + +Unfortunately, it's not possible for Draftable to change this setting on your behalf, but you can do this yourself via two different methods. + +## Workaround: Step-by-Step Instructions + +There are currently two workarounds for this issue, it can be fixed via Microsoft word or editing a key within the system registry. + +### Microsoft Word method + + +Launch Microsoft Word. + + +Under **File**, click **Open** + + +Browse to and select the PDF document you wish to compare (or any other PDF), and click **Open**. + + +A dialog window will appear, informing you that Word will attempt to convert the PDF into an editable Word document. + + PDF conversion dialog + + + +Tick "Don't show this message again". *This is the important part.* + + +Click "OK" to proceed. You can close Word at this point. + + +Now, you can return to Draftable Pro and run the comparison. The error should not appear anymore. + + +### Change settings via registry method + +You may need to contact your computer administrator to get these settings enabled using this method. + + +Open Registry edtior or similar + + +Navigate to the following path: `Computer\HKEYCURRENTUSER\Software\Microsoft\Office\16.0\Word\Options` + + +Set the registry key `DisableConvertPdfWarning` to 1 + + Registry editor + + + +Restart Draftable and retest to see if the issue is persisting. + + \ No newline at end of file diff --git a/hc/en-us/articles/18357660925465-How-to-deactivate-your-Draftable-Business-license.mdx b/hc/en-us/articles/18357660925465-How-to-deactivate-your-Draftable-Business-license.mdx new file mode 100644 index 0000000..dde97c9 --- /dev/null +++ b/hc/en-us/articles/18357660925465-How-to-deactivate-your-Draftable-Business-license.mdx @@ -0,0 +1,39 @@ +--- +title: "How to deactivate your Draftable Business license" +description: "If you're looking to deactivate an unused Draftable Business license, it's important to understand the process to avoid any potential issues. This knowledge base article, will guide you through the steps involved in deactivating a license, including contacting the Draftable support team to notify of your license deactivation." +--- + +## Deactivating your license + + + +Right click the Draftable Desktop icon in the toolbar and select **settings.**  + + +![](/images/draftable-business/image-11-1.png) + + + +In the **licensing** tab, select **deactivate,** and in the following screen click **yes.**  + + +![](/images/draftable-business/image-11.png) + +
+ +![](/images/draftable-business/image-12.png) + + + +This will remove your product key from your Draftable Business application, which will allow you to enter a new product key in the following screen below. + +If you don't intend on using a new key, you can simply close this window. +   + +![](/images/draftable-business/image-13.png) + + + +It is important to contact the Draftable support team at [support@draftable.com](mailto:support@draftable.com) when you do deactivate licenses if you intend in using those licenses on other machines. + + \ No newline at end of file diff --git a/hc/en-us/articles/18527609745305-System-Requirements.mdx b/hc/en-us/articles/18527609745305-System-Requirements.mdx new file mode 100644 index 0000000..fda8279 --- /dev/null +++ b/hc/en-us/articles/18527609745305-System-Requirements.mdx @@ -0,0 +1,45 @@ +--- +title: "System Requirements" +description: "Your computer must meet the minimum & recommended technical specifications outlined below to run and use Draftable Legal." +--- + + +**Video Resource:** For a comprehensive understanding of Draftable system requirements, we offer our specially crafted explainer video, accessible [via this link.](/hc/en-us/articles/27925634630937-Draftable-Legal-High-Level-Overview) + + +**Note:** Draftable Legal only supports x64 architecture, 32-bit is no longer supported. + + +### Minimum requirements + +*Operating system:* Windows 10 64-bit + +*Processor:* 1.8 GHz Processor  + +*RAM:* 2 GB + +*Disk space:* 1.5 GB (This excludes space required for document files or dependencies.) + +*Software requirements:* + +- To compare Word, PowerPoint and Excel documents and use the 'Export to Track Changes' feature, Office 2013 Pro Plus or later (including Office 365) is required. + +### Recommended requirements  + +*Operating system:* Windows 11 64-bit + +*Processor:* Dual-core or better (>1.8 GHz) Processor  + +*RAM:* 4 GB (Draftable Pro will use as much RAM as needed. For larger documents, you may need more than 4 GB RAM) + +*Disk space:* 1.5 GB (This excludes space required for document files or dependencies.) + +*Software requirements:* + +- To compare Word, PowerPoint and Excel documents and use the 'Export to Track Changes' feature, Office 2013 Pro Plus or later (including Office 365) is required. +- To perform **OCR** the use of Office 2016 (or Office 365) or later is required. +- For spreadsheet compare for Excel, you are required to have one of the following versions of Excel: + 1. Office Professional Plus 2013: This is where Spreadsheet Compare first became available. + 2. Office 2016 + 3. Office 2019 + 4. Microsoft 365 (formerly Office 365): Spreadsheet Compare is included in the suite of tools provided by the subscription service. \ No newline at end of file diff --git a/hc/en-us/articles/18763487262105-Configuring-settings-with-Group-Policy-Draftable-Legal.mdx b/hc/en-us/articles/18763487262105-Configuring-settings-with-Group-Policy-Draftable-Legal.mdx new file mode 100644 index 0000000..4c611b7 --- /dev/null +++ b/hc/en-us/articles/18763487262105-Configuring-settings-with-Group-Policy-Draftable-Legal.mdx @@ -0,0 +1,8 @@ +--- +title: "Configuring settings with Group Policy (Draftable Legal)" +description: "This article is for system administrators who are interested in using Group Policy to deploy & configure Draftable Legal across an organization as part of an [enterprise deployment](/hc/en-us/articles/16018288168601-Enterprise-deployment-options)." +--- + +import DraftableGroupPolicySettings from '/snippets/Configuring-settings-with-Group-Policy-Draftable-Legal.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/18763487262106-Configuring-settings-with-Group-Policy-Draftable-Legal.mdx b/hc/en-us/articles/18763487262106-Configuring-settings-with-Group-Policy-Draftable-Legal.mdx new file mode 100644 index 0000000..4c611b7 --- /dev/null +++ b/hc/en-us/articles/18763487262106-Configuring-settings-with-Group-Policy-Draftable-Legal.mdx @@ -0,0 +1,8 @@ +--- +title: "Configuring settings with Group Policy (Draftable Legal)" +description: "This article is for system administrators who are interested in using Group Policy to deploy & configure Draftable Legal across an organization as part of an [enterprise deployment](/hc/en-us/articles/16018288168601-Enterprise-deployment-options)." +--- + +import DraftableGroupPolicySettings from '/snippets/Configuring-settings-with-Group-Policy-Draftable-Legal.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/19002138423961-How-to-load-an-attached-file-from-email-for-comparison.mdx b/hc/en-us/articles/19002138423961-How-to-load-an-attached-file-from-email-for-comparison.mdx new file mode 100644 index 0000000..d9d28ac --- /dev/null +++ b/hc/en-us/articles/19002138423961-How-to-load-an-attached-file-from-email-for-comparison.mdx @@ -0,0 +1,48 @@ +--- +title: "How to load an attached file from email for comparison" +description: "Draftable Legal makes it simple for you to easily compare documents, even if they are attachments in your emails. This article will show the process of loading attached files from your emails into the Draftable Legal compare window.

This is a convenient method for running comparisons with your email attachments, as it eliminates the need to save the file to your computer first." +--- + + +**Note:** + +You must ensure you have the Draftable Word Add-in installed in Microsoft Word to use this feature + + +## Loading email attachments into Draftable Legal + + + + Open the email containing the file attachments. + + + ![](/images/using-draftable-load-an-attached-file-from-email/image-1.png) + + + + Navigate to the Draftable Tab within the email window, and then select the **Compare** icon. + + + ![](/images/using-draftable-load-an-attached-file-from-email/image-2.png) + + + + You will be prompted to select the files you wish to compare from the email. In this case, we will select the Left and Right PDF files. + + + ![](/images/using-draftable-load-an-attached-file-from-email/image-3.png) + + + + ![](/images/using-draftable-load-an-attached-file-from-email/image-4.png) + + Once you click **Select** the files will load into the New Comparison Window. + + + Once the files have loaded, you can run the comparison by selecting the **compare** button. + + + ![](/images/using-draftable-load-an-attached-file-from-email/image-5.png) + + + \ No newline at end of file diff --git a/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide.mdx b/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide.mdx new file mode 100644 index 0000000..131057c --- /dev/null +++ b/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide.mdx @@ -0,0 +1,169 @@ +--- +title: "Launching a Comparison in Draftable Legal: A Step-by-Step Guide" +description: "There are several ways to launch the Draftable Legal comparison window, and we will cover four different methods to help you choose the most convenient option for your workflow." +--- + +**Video Resource:** This topic is included in our specially crafted explainer videos: + +- For iManage users, it's accessible [via this link.](/hc/en-us/articles/33897196071833-Draftable-Legal-Uploading-Files-Launching-Comparison-iManage-users) +- For NetDocuments users, it's accessible [via this link.](/hc/en-us/articles/33898410808729-Draftable-Legal-Uploading-Files-Launching-Comparison-NetDocuments-users) + +## Method 1: Double-click the Draftable Icon on the Desktop + + + +Locate the Draftable Legal icon on your desktop. The icon should display the Draftable logo and be labelled "Draftable Desktop." + + ![](/images/using-draftable-launching-a-comparison/image-1.png) + + + +Double-click the Draftable Legal icon using your left mouse button. The software will launch, and you should see the Draftable Compare window appear on your screen. + + ![](/images/using-draftable-launching-a-comparison/image-2.png) + + + + +## Method 2: Start a Comparison from the Taskbar + + + +Find the Draftable Legal icon in your taskbar, usually located at the bottom right corner of your screen. The icon should display the Draftable logo. + + ![](/images/using-draftable-launching-a-comparison/image-3.png) + + + + **Note:** + + If the Draftable Legal logo does not appear in the taskbar, click the **up arrow** to expand the taskbar overflow and you should see the Draftable logo there. + + + ![](/images/using-draftable-launching-a-comparison/image-4.png) + + + ![](/images/using-draftable-launching-a-comparison/image-5.png) + + + +Right-click the Draftable Legal icon using your right mouse button to open a menu. + + ![](/images/using-draftable-launching-a-comparison/image-6.png) + + + +In the menu, click on "Start a comparison." The Draftable Legal software will launch, and you should see the Draftable Legal New Comparison window appear on your screen with the comparison interface. + + ![](/images/using-draftable-launching-a-comparison/image-7.png) + + + + +## Method 3: Search for Draftable in the Windows Search Bar + + + +Click on the Windows Search bar, usually located at the bottom left corner of your screen. + + ![](/images/using-draftable-launching-a-comparison/image-8.png) + + + +Type "Draftable" in the search bar and wait for the search results to appear. + + ![](/images/using-draftable-launching-a-comparison/image-9.png) + + + +In the search results, locate the Draftable application with the Draftable Legal logo. Click on it using your left mouse button to launch the software. The Draftable New Comparison window should appear on your screen. + + ![](/images/using-draftable-launching-a-comparison/image-10.png) + + + + +## Method 4: Opening Draftable via Microsoft Word + +If you are working with a document in Microsoft Word that you want to compare, you can open Draftable Legal from within Microsoft Word. + + + + In Microsoft Word, select the tab **Draftable** + + + ![](/images/using-draftable-launching-a-comparison/image-11.png) + + + + Then click, **Compare Document as Older or Newer** (Clicking Compare Text will compare the selected text content of the Word document as Older or Newer) + + ![](/images/using-draftable-launching-a-comparison/image-12.png) + + + + The New comparison window will open with the Word document you were working on within Microsoft Word automatically depending on whether you choose the Newer or Older document option within the Add-in. Simply select the other document and hit **Compare** to start a comparison + + ![](/images/using-draftable-launching-a-comparison/image-13.png) + + + + +## Method 5: Opening Draftable via Microsoft Outlook + + + + Open any email that you wish to compare with the documents attached or the text itself within the email. Below is an example email used to show how this process is done.  + + ![](/images/using-draftable-launching-a-comparison/image-14.png) + + + + Note the **Draftable** toolbar item at the top of Outlook as highlight below. Select **Draftable** to open this toolbar item. + + ![](/images/using-draftable-launching-a-comparison/image-15.png) + + + + Now you will be presented with two icons, one for **Compare** and another for **Compare text.** **Compare Attachments** allows you to select documents attached in the email for compare, whilst **Compare text** allows you to highlight text within the email to directly add to the New Comparison window for text compare. + +![](/images/using-draftable-launching-a-comparison/image-16.png) + + + + +## Using the Compare Attachments option + +If you wish to compare documents that are attached in your email, in the Draftable tab select **Compare Attachments.** + + +![](/images/using-draftable-launching-a-comparison/image-16.png) + + +You will be presented with a new window that requests you to select two files from the list of attachments on the email. Select the files you wish to compare then click **Select.** + + +![](/images/using-draftable-launching-a-comparison/image-17.png) + + +The New Comparison window will open showing the selected documents chosen in the last step. Simply hit **Compare** to compare these documents. + + +![](/images/using-draftable-launching-a-comparison/image-18.png) + + +## Using the Compare text option + +If you wish to compare text from within an email, first highlight the text within the email you want to add to the comparison and then select **Compare text.** In the below example, the text "This is a Test email" has been highlighted. + +![](/images/using-draftable-launching-a-comparison/image-19.png) + + +The New Comparison window will open with the selected text from the email added to one of the text/document selection windows, as shown below. + + +![](/images/using-draftable-launching-a-comparison/image-20.png) + + + + diff --git a/hc/en-us/articles/19002208522393-Comparing-Excel-files-in-Draftable-Legal.mdx b/hc/en-us/articles/19002208522393-Comparing-Excel-files-in-Draftable-Legal.mdx new file mode 100644 index 0000000..d430538 --- /dev/null +++ b/hc/en-us/articles/19002208522393-Comparing-Excel-files-in-Draftable-Legal.mdx @@ -0,0 +1,8 @@ +--- +title: "Comparing Excel files in Draftable Legal" +description: "In direct response to user feedback, the Draftable team has built dedicated comparison algorithms to compare Excel files and produce an Excel file with changes shown as Redlined markup. Additionally, Draftable offers Excel comparison via our side-by-side comparison type." +--- + +import DraftableExcelComparisons from '/snippets/Comparing-Excel-files-in-Draftable-Legal.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/19002208522394-Comparing-Excel-files-in-Draftable-Legal.mdx b/hc/en-us/articles/19002208522394-Comparing-Excel-files-in-Draftable-Legal.mdx new file mode 100644 index 0000000..d430538 --- /dev/null +++ b/hc/en-us/articles/19002208522394-Comparing-Excel-files-in-Draftable-Legal.mdx @@ -0,0 +1,8 @@ +--- +title: "Comparing Excel files in Draftable Legal" +description: "In direct response to user feedback, the Draftable team has built dedicated comparison algorithms to compare Excel files and produce an Excel file with changes shown as Redlined markup. Additionally, Draftable offers Excel comparison via our side-by-side comparison type." +--- + +import DraftableExcelComparisons from '/snippets/Comparing-Excel-files-in-Draftable-Legal.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/19002235946265-Redline-comparisons.mdx b/hc/en-us/articles/19002235946265-Redline-comparisons.mdx new file mode 100644 index 0000000..ce28e7b --- /dev/null +++ b/hc/en-us/articles/19002235946265-Redline-comparisons.mdx @@ -0,0 +1,8 @@ +--- +title: "Redline comparisons" +description: "Redline comparisons provide a clear and concise visual representation of changes between two documents. This article will help you understand what Redline comparisons are, how to view them in Draftable Legal, and discuss their benefits and limitations." +--- + +import DraftableRedlineComparisons from '/snippets/Redline-comparisons.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/19002235946266-Redline-comparisons.mdx b/hc/en-us/articles/19002235946266-Redline-comparisons.mdx new file mode 100644 index 0000000..ce28e7b --- /dev/null +++ b/hc/en-us/articles/19002235946266-Redline-comparisons.mdx @@ -0,0 +1,8 @@ +--- +title: "Redline comparisons" +description: "Redline comparisons provide a clear and concise visual representation of changes between two documents. This article will help you understand what Redline comparisons are, how to view them in Draftable Legal, and discuss their benefits and limitations." +--- + +import DraftableRedlineComparisons from '/snippets/Redline-comparisons.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/19002240548249-Managing-profiles-for-Redline-settings.mdx b/hc/en-us/articles/19002240548249-Managing-profiles-for-Redline-settings.mdx new file mode 100644 index 0000000..085fb9f --- /dev/null +++ b/hc/en-us/articles/19002240548249-Managing-profiles-for-Redline-settings.mdx @@ -0,0 +1,162 @@ +--- +title: "Managing profiles for Redline settings" +description: "Profiles are an easier way for you to switch between preset Redline comparison settings without having to manually setup the Redline settings menu for each different type of document.

You can create multiple profiles for each document use case, and even export them and send profile files to your teammates so that they can import them into their local version of Draftable legal.

This article aims to provide end users a guide on how to create, import, export, rename and delete a profile from within the Redline settings section." +--- + +For administrators looking to configure profiles for end users, please see [Configuring Redline profiles within Group Policy](/hc/en-us/articles/22665341687705-Configuring-Redline-profiles-within-Group-Policy) + + +This topic is included in our specially crafted explainer video. + + +## Navigating to the Redline comparison settings + +Firstly, we need to open the settings menu, this can be done in a few ways: + +1. Open settings via the Taskbar + + + Right-click the **Draftable** icon in the taskbar + + + Select **Settings** as the 2nd option + + + ![](/images/draftable-legal-managing-profiles/image-1.png) + + + + +2. Or, open the settings menu via the New Comparison Window + + + Open the [New Comparison window](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + + + Select **Settings** in the top right of the window + + ![](/images/draftable-legal-managing-profiles/image-2.png) + + + + + + +Once the settings menu is open navigate to the **Redline** section. Here you can access to the Redline profiles configurations, which is located at the top of the Redline comparisons section. + + +![](/images/draftable-legal-managing-profiles/image-3.png) + + +## Configuring Redline settings Profiles + +Below are all the different methods for creating, importing, exporting, renaming and deleting profiles from within the Redline settings section. + +### Creating a profile + +Within the Redline Comparison section, make all the changes you require to all the different settings for your Redline comparisons. Once you have completed doing so, go to the top of the **Redline** section, select **Add profile.**** + + +![](/images/draftable-legal-managing-profiles/image-4.png) + + +A new window will appear, you can provide a **Name** for the profile, and choose what the profile base template will be. If are creating a profile for the first time, **the Basic** profile you probably just edited will be the one you need to select (is selected by default).** + +![](/images/draftable-legal-managing-profiles/image-5.png) + + +Click **OK** and you will see that the profile is created in the profile dropdown box. + + +![](/images/draftable-legal-managing-profiles/image-6.png) + + +### Exporting a profile + +In the profile section, select the profile you wish to export in the drop down box. Then select the menu icon as highlighted below.** + + +![](/images/draftable-legal-managing-profiles/image-7.png) + + +Select **export profile**, to begin the export process. + +![](/images/draftable-legal-managing-profiles/image-8.png) + + +A new window will appear to save the profile to your desired location. Provide the file with a name and select **save.** + +![](/images/draftable-legal-managing-profiles/image-9.png) + + +This will save the profile file as a JSON, with the given name. + +### Importing a profile + +Within the profile section, select the menu icon as highlighted below. + + +![](/images/draftable-legal-managing-profiles/image-10.png) + + +Select the **Import profile** menu option. + + +![](/images/draftable-legal-managing-profiles/image-11.png) + + +File explorer will open, and navigate to the file location for the profile JSON file you wish to import. Select the file and click **open.** + + +![](/images/draftable-legal-managing-profiles/image-12.png) + + +You will be given a window like the one below if the import process was successful. + + +![](/images/draftable-legal-managing-profiles/image-13.png) + + +### Renaming a profile + +Within the profile section, ensure you have the profile you wish to rename selected in the profile dropdown box. Then select the menu icon as highlighted below. + + +![](/images/draftable-legal-managing-profiles/image-14.png) + + +Select the **rename profile** option. + + +![](/images/draftable-legal-managing-profiles/image-15.png) + + +A new window will appear, rename the profile to your desired name. Then click **OK** to confirm the name change. + + +![](/images/draftable-legal-managing-profiles/image-16.png) + + +### Deleting a profile + +Within the profile section, ensure you have the profile you wish to delete selected in the profile dropdown box. Then select the menu icon as highlighted below. + + +![](/images/draftable-legal-managing-profiles/image-17.png) + + +Select the **Delete profile** option. + + +![](/images/draftable-legal-managing-profiles/image-18.png) + + +A new window will appear to confirm if you want to delete the profile. Select **Delete** if you want to confirm the deletion. + + +![](/images/draftable-legal-managing-profiles/image-19.png) + + +The profile will then be removed from your Draftable application. + + diff --git a/hc/en-us/articles/19002262177689-Customizing-your-Draftable-Legal-experience.mdx b/hc/en-us/articles/19002262177689-Customizing-your-Draftable-Legal-experience.mdx new file mode 100644 index 0000000..f2a3ea0 --- /dev/null +++ b/hc/en-us/articles/19002262177689-Customizing-your-Draftable-Legal-experience.mdx @@ -0,0 +1,143 @@ +--- +title: "Customizing your Draftable Legal experience" +description: "Draftable Legal is a powerful document comparison application designed for professionals who require fast and accurate comparison results. To make the most of its features, you can customize settings to match your specific use case and workflow. This article will guide you through the Draftable Legal settings, providing you with a comprehensive understanding of how to configure the Draftable Legal to best suit your needs." +--- + +## Opening the settings menu + +There are 3 methods that allow you to open the settings menu for Draftable Legal. + +### Open the settings menu via the taskbar + + + +Right-click the **Draftable Legal** icon in the taskbar + + +Select **Settings** as the 2nd option + + ![](/images/draftable-legal-customizing/image-1.png) + + + + +### Open the settings menu via the New Comparison Window + + + +Open the [New Comparison window](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + + +Select **Settings** in the top right of the window  + + + ![](/images/draftable-legal-customizing/image-2.png) + + + + +### Open the settings menu whilst viewing a comparison + + + +Have the comparison viewer open + + +Select **File in the top left of the screen Settings** in the top right of the window + + + ![](/images/draftable-legal-customizing/image-3.png) + + + +Select **Settings** as the 2nd option + + + ![](/images/draftable-legal-customizing/image-4.png) + + + + +## General Settings + +General settings allows users to configure application wide options for Draftable Legal. Here, you can set your preferences for scanned documents, startup options, shortcuts and options for sending telemetry data such as usage and error reports. Importantly, this is where you can ensure that OCR is enabled. + + +![](/images/draftable-legal-customizing/image-5.png) + + +## Redline + +The Redline settings section enables users to configure Redline comparisons to match their requirements. Here, you can adjust many settings such as comparison options, markup schema, and much more. You can read more about Redline settings [here.](/hc/en-us/articles/16549612535705-Redline-comparison-settings) + + +![](/images/draftable-legal-customizing/image-6.png) + + +## Side by Side + +The Side by Side settings section allows users to personalize how their side-by-side comparisons look. This section lets you configure comparison output and viewer options. You can read about that [here.](/hc/en-us/articles/17693437607065-Configuring-Side-by-Side-comparison-settings) + + +![](/images/draftable-legal-customizing/image-7.png) + + +## 1-Click Compare + +1-Click Compare is a new feature for Draftable Legal that allows users to select 2 documents within file explorer in Windows, and with 1-Click start a comparison. The settings page allows you to configure the default action taken for 1-Click compare. + + +![](/images/draftable-legal-customizing/image-8.png) + + +For more information regarding 1-Click compare, see the dedicated article [here.](/hc/en-us/articles/31611819497753-Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow) + +## Add-Ins + +Add-ins are additional components from applications that can be used in conjunction with Draftable Legal. Here, you can manage these add-ins and extensions. + + +![](/images/draftable-legal-customizing/image-9.png) + + +## Integrations + +The Integrations settings section enables users to manage connections with other applications and services, such as cloud storage providers or document management systems. Here, you can configure the following DMS's  to use Draftable Legal: + +- Your [iManage](/hc/en-us/sections/20525461300633-Using-Draftable-Legal-with-iManage) account +- Your [SharePoint](/hc/en-us/sections/25458896791961-Using-Draftable-Legal-with-SharePoint) account +- Your [NetDocuments](/hc/en-us/sections/25953160161049-Using-Draftable-Legal-with-NetDocuments) account +- Your [WorldDox](/hc/en-us/articles/31708233972121-How-to-enable-Worldox-integration-in-Draftable-Legal) account + + +![](/images/draftable-legal-customizing/image-10.png) + + +## Licensing + +The Licensing section allows users to manage their Draftable Legal license. Here, you can view your license details, such as the license type, days left in the subscription, and product key. You can also deactivate your current license in this section. + +![](/images/draftable-legal-customizing/image-11.png) + + +## Troubleshooting + +The Troubleshooting section provides options for resolving issues with Draftable Legal. This includes exporting error log files (to share when contacting support), performing a system verification to ensure Draftable Legal will function fully, and disabling hardware graphics acceleration for troubleshooting. + + +![](/images/draftable-legal-customizing/image-12.png) + + +## Preview + +The preview section (which can be enabled via a [specific registry key](/hc/en-us/articles/24732245077401-Most-common-Draftable-Legal-registry-configurations)) allows you to access unreleased settings that are hidden by default in Draftable Legal. This allows you to view new features before they are completed so you may become familiar with them before they are formally released into the product.  + + +![](/images/draftable-legal-customizing/image-13.png) + + +## Need further help? + +If you are having difficulty or want to learn more about Draftable Legal settings, contact our support team at support@draftable.com and they will assist you in any query you may have. + + diff --git a/hc/en-us/articles/19521353760921-Enterprise-installment-for-Draftable-using-Intune.mdx b/hc/en-us/articles/19521353760921-Enterprise-installment-for-Draftable-using-Intune.mdx new file mode 100644 index 0000000..2a3df92 --- /dev/null +++ b/hc/en-us/articles/19521353760921-Enterprise-installment-for-Draftable-using-Intune.mdx @@ -0,0 +1,73 @@ +--- +title: "Enterprise installment for Draftable using Intune" +description: "Microsoft Intune is a cloud-based service for mobile device and application management. It allows businesses to control access to company resources, manage mobile devices, and ensure data security centrally, regardless of where employees are located or their devices. It is part of Microsoft's Enterprise Mobility + Security suite." +--- + + + +This article will guide you through installing Draftable Legal using Microsoft Intune, and how to manage product keys via group policy. This guide will also cover an issue where Draftable Legal Machine Wide MSI doesn't install due to existing installation files. This article will explain how to diagnose this issue and apply a fix. + +## Microsoft Intune Installation + +If you wish to deploy the Draftable Legal application via Microsoft Intune here are the steps to be followed for successful deployment: + + +Adding Draftable Legal Machine Wide MSI to Microsoft Intune + + + Deploy Draftable Legal with Microsoft Intune + + + Using Intune to deploy the product key via group policy + + +### Adding Draftable Legal to Microsoft Intune + +Before deploying the Draftable Legal application via Intune, it requires it to be added as a Windows App first. This is first done by ensuring the the Draftable Legal Machine Wide MSI is being used, and download link can be found [here](https://dl.draftable.com/desktop/DraftableDesktopSystem.msi). + +To continue this process, we recommend following the official Mircosoft Intune documentation on this process [here.](https://learn.microsoft.com/en-us/mem/intune/apps/apps-windows-10-app-deploy) + +### Deploying Draftable Legal with Microsoft Intune + +Now that Draftable Legal has been added as an app, we can deploy it via Microsoft Intune. For this process we recommend following the official Mircosoft Intune documentation on this process [here.](https://learn.microsoft.com/en-us/mem/intune/apps/apps-windows-10-app-deploy) + +### Using Intune to deploy the product key via group policy + +If you wish to use Microsoft Intune to manage product keys, this can be done using group policy within Intune. For this process we recommend following the official Mircosoft Intune documentation on this process [here](https://learn.microsoft.com/en-us/mem/intune/configuration/administrative-templates-import-custom). + +Alternatively you can deploy this by normal group policy method, which we have an article on [here](/hc/en-us/articles/18763487262105-Configuring-settings-with-Group-Policy-Draftable-Legal). + +### Uploading Group Policy files to Intune + +Latest ADMX/ADML template files used for group policy configuration with Draftable Legal and by extension via Intune can be found [here.](/hc/en-us/articles/28666057117721-Draftable-Legal-Group-Policy-Template-Files) + +Ensure where possible you are always using the latest template files to ensure you have access to the most up to date configuration group policy options. + +**Note:** Ensure you only have 1 copy of the each the Draftable Legal ADMX/ADML file uploaded to Intune at any given time. If you attempt to upload a duplicate of an existing file (but with a different name) issues will occur. + +## Draftable Legal MSI doesn't install due to existing installation files + +We understand there is an existing issue where the Draftble Legal MSI won't install. This might be due to the system already containing the %localappdata%/DraftableDesktop directory, and the installer may mistakenly assume that the application has already been installed. + +### Verify existing installation files + + +Check if the %localappdata%/DraftableDesktop directory already exists on the system by navigating to the specified location. + + +If the directory exists, proceed to the next step. Otherwise if this directory does not exist, get in touch with our support team at [support@draftable.com](mailto:support@draftable.com) and provide us with information relating to your issue. + + +### Existing installation files fix and verification + + +Delete the preexisting Draftable Directory before proceeding with the MSI installer. This is important if you've used the standard exe installer before. + + +Run the MSI installation process (either via Intune or default MSI deployment) + + +To verify the the installer is deployed correctly, an application named 'DraftableDesktop Deployment Tool' will be installed and listed under 'Programs and Features'. + + +If you have followed our fix or have in general questions regarding deployment, please get in touch with our support team at [support@draftable.com](mailto:support@draftable.com) and let us know your issue. \ No newline at end of file diff --git a/hc/en-us/articles/19747263579801-Guide-for-iManage-On-Premises-integration-with-Draftable-Legal.mdx b/hc/en-us/articles/19747263579801-Guide-for-iManage-On-Premises-integration-with-Draftable-Legal.mdx new file mode 100644 index 0000000..6c81588 --- /dev/null +++ b/hc/en-us/articles/19747263579801-Guide-for-iManage-On-Premises-integration-with-Draftable-Legal.mdx @@ -0,0 +1,278 @@ +--- +title: "Guide for iManage On-Premises integration with Draftable Legal" +description: "Draftable Legal allows you to integrate your iManage On-Premise solution with Draftable Legal itself. This article will provide a step-by-step guide on how to set up this integration by first configuring Draftable Legal for iManage, and then completing the iManage-specific integration in control center. Additionally there is information for Draftable Legal configuration in conjunction with group policy. " +--- + + + +**Please note:** + +- This guide requires that you have installed the Draftable App for iManage in your iManage applications. +- It is recommended that **if are planning to use the Machine Wide MSI installer** for your Draftable Legal installation, we highly recommend that you use the default install location if you also plan to integrate with iManage to reduce the likelihood of any issues during the integration process. +- This is a technical integration guide written for administrator-level users. This is **not a guide** for **using iManage with Draftable Legal,** if you are looking for information on how to use iManage with Draftable Legal, please [visit this article instead](/hc/en-us/articles/16549583625241-iManage-Integration-with-Draftable-Legal). + + +**Video Resource:** For a comprehensive understanding of Draftable deployment with iManage On-Premises, we offer our specially crafted explainer video, accessible [via this link.](/hc/en-us/articles/27926474751641-iManage-On-Premise-Integration-with-Draftable-Legal) + +## Configure Draftable Legal within iManage On-Premises Control Center + +There are two distinct steps for Draftable iManage configuration, first we need to setup the integration from the Draftable Legal application in the iManage Control Centre, and then we need to setup the Draftable application within iManage itself.  + +### Configuring iManage Draftable app for on-premises + +Firstly, we need to configure iManage On-Premise within control center. + + +Login into your iManage On-Premise server, and navigate to **control center.** + + + ![](/images/using-draftable-legal-with-iManage/image-4.png) + + + +On the left hand menu bar, scroll until you see **settings,** then select **applications.** + + + ![](/images/using-draftable-legal-with-iManage/image-5.png) + + + +On the top right-hand side, select **Add Application.** + + + ![](/images/using-draftable-legal-with-iManage/image-6.png) + + + +The following window will appear. Draftable now allows you to upload a package file, so we will select **Upload Package.** + + + ![](/images/using-draftable-legal-with-iManage/image-7.png) + + + +Navigate to the following location: + + ```bash + C:\Users\\AppData\Local\DraftableDesktop\current\Integrations + ``` + + Where `` is the name of your account on the local machine, see below for an example. + + + ![](/images/using-draftable-legal-with-iManage/image-8.png) + + Or if you are using the MSI install, the files will be located here instead + + ```bash + C:\Program Files (x86)\Draftable\Integrations + ``` + + Select the **Draftable\_for\_iManage.Zip** file and click **open.** + + +The following screen will appear. Since we added the package the information is prefilled. Click **Authentication.** + + + ![](/images/using-draftable-legal-with-iManage/image-9.png) + + + +Again the information is prefilled, except for **Allow Refresh Token,** ensure this is ticked as **Yes**. **Please** also ensure you set the **"Redirect URL"** to **["http://localhost/"](http://localhost/).** If this is not set you will experience issues with configuration as its required for correct integration with Draftable Legal.Once this is done, then click **Access.** + + + ![](/images/using-draftable-legal-with-iManage/image-10.png) + + + +Again the information is prefilled, so just click **Settings.** + + + ![](/images/using-draftable-legal-with-iManage/image-11.png) + + + +Again the information is prefilled, so just click **Review.** + + + You can set the Draftable Communication port to a different value, however, this will require you to change the value on the client end as well via group policy. If you wish to change the port value, set it here within iManage to your desired value and also set the group policy for the Draftable communication port. For the group policy information please refer to [this article.](/hc/en-us/articles/18763487262105-Configuring-settings-with-Group-Policy-Draftable-Legal) + + + + ![](/images/using-draftable-legal-with-iManage/image-12.png) + + + +Review the information to ensure everything appears to look right and then click **Finish.** + + + ![](/images/using-draftable-legal-with-iManage/image-13.png) + + + +Now that the application is configured, we need to set up the web client context menus. In the left-hand menu bar, scroll until you see **Work Clients,** then select **Web Client.** + + + ![](/images/using-draftable-legal-with-iManage/image-14.png) + + + +Within the web client section, select the **context menus** option to start editing the context menus. + You will see two context menus, one for **Documents,** and another for **Versions.** We need to edit both in order to correctly configure. We will first configure **Documents.** + + + ![](/images/using-draftable-legal-with-iManage/image-15.png) + + + +We first need to remove any options for **Select for Compare**, by clicking the X next to it. Do so before continuing to the next step. + + + ![](/images/using-draftable-legal-with-iManage/image-16.png) + + + +Now click on the menu itself so it highlights, and at the bottom of the menu select **Add action** + + + ![](/images/using-draftable-legal-with-iManage/image-17.png) + + + +Select the **Compare** menu item, to add it to the menu. Repeat this for **Compare Versions, 1-Click Compare** and **Compare with latest** items as well. + + + ![](/images/using-draftable-legal-with-iManage/image-18.png) + + + +Reorder the new menu option by selecting and dragging the **Compare** options to anywhere in your menu. See below for reference. + + + ![](/images/using-draftable-legal-with-iManage/image-19.png) + + + +That completes the context menu for the **Documents** context menu. Repeat steps 11 to 15 for the version's context menu. You should see a result similar to below. + + + ![](/images/using-draftable-legal-with-iManage/image-20.png) + + + +This completes the configuration for the setup for iManage on-premises. If you want to know how to use the feature itself, of launching Draftable from within iManage, please see [this article.](/hc/en-us/articles/22873285776409-Launching-comparisons-from-within-iManage) + + +### Configuring Draftable Legal + +Now we need to ensure that we are logging into our On-Premise iManage account. Navigate to the **Integrations** section of the settings menu. + +Depending on what version of Draftable you are using, there are two different procedures you need to follow depending on the version. + +### If you are using Draftable v25.9.300 or earlier: + +Firslty, ensure you have selected the **On-premises option** within the iManage section of the integrations tab. + +The **Communication Port** and **Draftable App Id** are prefilled, so you only need to add the **Service URL** of your On-Premise iManage server. **Remember,** the service URL is the link to the domain hosting your iManage on-premises link. + + +![](/images/using-draftable-legal-with-iManage/image-21.png) + + +That concludes the iManage configuration process between Draftable Legal and On-Premise iManage.  + +### If you are using Draftable v25.10.000 or later + + +Open the settings menu and navigate to the **integrations** section of the settings. + + + ![](/images/using-draftable-legal-with-iManage/image-22.png) + + + +Enter your credentials for your iManage account (if they haven't already been configured by Group Policy) by clicking the arrow in the "Manage endpoints" section. + + + ![](/images/using-draftable-legal-with-iManage/image-23.png) + + + You can enter the endpoint name and the endpoint URL. This is important if you are using multiple tenancies. In this case, you would select the endpoint you would've just defined. + + + ![](/images/using-draftable-legal-with-iManage/image-24.png) + + + +Click the **Save.** It will now add that endpoint to the **endpoint section.** + + + ![](/images/using-draftable-legal-with-iManage/image-25.png) + + + +In the environment dropdown section, select the endpoint you want to connect to and click **Connect.** In this case, you would select the On-Premises endpoint you would've just defined. + + + ![](/images/using-draftable-legal-with-iManage/image-26.png) + + + +Connection is validated when the "Logout" button appears and the dropdown icon greys out. + + + ![](/images/using-draftable-legal-with-iManage/image-27.png) + + + +That concludes the iManage configuration process between Draftable Legal and On-Premise iManage. + +### Draftable Legal integration configuration via group policy + +You can also configure the integration configuration step shown at the start of the guide above via group policy for convenience to deploy across multiple user accounts.  + +Depending on what version of Draftable you are using, there are two different procedures you need to follow depending on the version. + +### If you are using Draftable v25.9.300 or earlier: + +The two configurable fields for iManage on-premise integration with Draftable are the **Enable iManage integration on Behalf of users,** **Service URL** and **Draftable App ID (or Client ID).** + +You can configure this via group policy and follow the steps shown in [this article.](/hc/en-us/articles/18763487262105-Configuring-settings-with-Group-Policy-Draftable-Legal) The image below shows what these group policy settings are.  + + +![](/images/using-draftable-legal-with-iManage/image-28.png) + + + +### If you are using Draftable v25.10.000 or later + +The two configurable fields for iManage cloud integration with Draftable are the, **Enable iManage integration on Behalf of users,** and **iManage endpoints (CSV).**  + +The first **Enable iManage integration on Behalf of users,** is just a Binary field that enables the integration for users. + + +![](/images/using-draftable-legal-with-iManage/image-29.png) + + +The other policy that needs configuring is **iManage endpoints (CSV).** + + +![](/images/using-draftable-legal-with-iManage/image-30.png) + + +To configure this field, ensure you provide valid URLs, separated by a ";" and a space. For example: + +```bash +https://draftable.com; https://newcompany.com; https://test_domain.com +``` + +**Note:** The first URL provided will be the default one that is selected by Draftable.  + +## Having issues with integration?  + +Please get in touch with our support team at [support@draftable.com,](mailto:support@draftable.com) please include all information regarding your configuration including screenshots and logs from Draftable in your reply.  + + +10 KB + + diff --git a/hc/en-us/articles/20032551453593-How-to-run-a-Comparison-from-Microsoft-Word.mdx b/hc/en-us/articles/20032551453593-How-to-run-a-Comparison-from-Microsoft-Word.mdx new file mode 100644 index 0000000..411327d --- /dev/null +++ b/hc/en-us/articles/20032551453593-How-to-run-a-Comparison-from-Microsoft-Word.mdx @@ -0,0 +1,30 @@ +--- +title: "How to run a Comparison from Microsoft Word" +description: "In this article, we'll be able to guide you on how to run a Draftable Legal comparison directly from within Microsoft Word. This feature allows you to quickly start a comparison with an existing Word document without leaving the Word interface, streamlining your workflow and saving you time." +--- + +## How to run a Draftable Comparison from Microsoft Word + + + +Start with Microsoft Word and open an existing document + + +Navigate to the **Draftable** tab and select it + + ![](/images/using-draftable-comparison-from-microsoft/image-1.png) + + + +Click **Compare** + + ![](/images/using-draftable-comparison-from-microsoft/image-2.png) + + + +The New Comparison window will open, with the document already preloaded for you (Note: to load the file into new comparison window, ensure the document is locally saved). Simply add the other document you wish to add to the comparison and hit **Compare** + + ![](/images/using-draftable-comparison-from-microsoft/image-3.png) + + + diff --git a/hc/en-us/articles/20294100319385-How-to-view-and-export-changed-pages-only-in-Draftable-Legal.mdx b/hc/en-us/articles/20294100319385-How-to-view-and-export-changed-pages-only-in-Draftable-Legal.mdx new file mode 100644 index 0000000..3a42d9b --- /dev/null +++ b/hc/en-us/articles/20294100319385-How-to-view-and-export-changed-pages-only-in-Draftable-Legal.mdx @@ -0,0 +1,59 @@ +--- +title: "How to view and export ‘changed pages only’ in Draftable Legal" +description: "In this knowledge-based article, we will guide you through the steps on how to view and export only the 'changed pages' of your Redline comparisons in Draftable Legal.

This feature provides a quicker way to focus solely on the modifications between the original document and its revised version. This way, no time is wasted scrolling through unchanged parts of the documents." +--- + + +**Important note:** + +This feature currently only filters for pages that have substantive text changes (e.g. insertions, deletions, moved text). It will **not** show pages that have only had style changes (e.g. font changes, alignment, etc). + + + +## Viewing Changed Pages in Draftable Legal + +In Draftable Legal, you can easily view only the changed pages of your Redline comparisons, following the steps below: + + + + Run a Redline comparison your comparison in New Comparison Window + + ![](/images/using-draftable-view-and-export-changed-pages/image-1.png) + + + + Look for the **Only Show Changed Pages** icon in the toolbar at the top of the interface. Click on it. + + ![](/images/using-draftable-view-and-export-changed-pages/image-2.png) + + + + This will filter your view to only show the pages where changes have occurred in your Redline Comparison. + + + +## Exporting Changed Pages in Draftable Legal + +Draftable Legal also allows you to export only the pages of your document comparison that have changes. Here is how to do it: + + + + Run a Redline comparison your comparison in New Comparison Window + + ![](/images/using-draftable-view-and-export-changed-pages/image-3.png) + + + + On the top ribbon menu of the comparison viewer, select **any** output options. + + ![](/images/using-draftable-view-and-export-changed-pages/image-4.png) + + All of the output options provide a Changed Pages export option. Hence, the user can choose which output method they wish to use for the Change Pages export. In the below example we used the **Save** option. + + ![](/images/using-draftable-view-and-export-changed-pages/image-5.png) + + + + After selecting any of the **Changed Pages PDF** options, you will be prompted to save the export to a location on your computer, DMS or open the export directly. + + diff --git a/hc/en-us/articles/20525575831705-Running-compares-with-files-from-iManage-and-saving-outputs-to-iManage.mdx b/hc/en-us/articles/20525575831705-Running-compares-with-files-from-iManage-and-saving-outputs-to-iManage.mdx new file mode 100644 index 0000000..731fb27 --- /dev/null +++ b/hc/en-us/articles/20525575831705-Running-compares-with-files-from-iManage-and-saving-outputs-to-iManage.mdx @@ -0,0 +1,143 @@ +--- +title: "Running compares with files from iManage and saving outputs to iManage" +description: "iManage is a document and email management software for legal, financial, and accounting professionals. It provides advanced features and an intuitive interface to securely organize, store, and collaborate on documents." +--- + + +This article will show you how to start comparisons by selecting documents from iManage, and also how to save these comparison exports as outputs to iManage.  + +## Selecting a document from iManage to start a comparison  + + +In the New Comparison window, click the **iManage** option. + + + ![](/images/using-draftable-legal-with-iManage/image-150.png) + + + +An iManage window will open, which will allow you to navigate to your documents hosted within iManage. + + + ![](/images/using-draftable-legal-with-iManage/image-151.png) + + + +Navigate to your desired matter location and click on the document you wish to load. If you would like to load a specific **version** of a document, first click on the **"i"** located at the top right where it is highlighted in the image below. Otherwise, if you just want to load the document as is, simply ensure it is highlighted and click on **select** and skip to step 4. + + + ![](/images/using-draftable-legal-with-iManage/image-152.png) + + + + ![](/images/using-draftable-legal-with-iManage/image-153.png) + + + This opens all the details for the document which includes specific versions. Now click on the **versions** tab, then select the specific document version you wish to load into Draftable Legal + + + ![](/images/using-draftable-legal-with-iManage/image-154.png) + + + +Once selected, this document will appear in the New Comparison window. You can repeat this process for the newer document + + + ![](/images/using-draftable-legal-with-iManage/image-155.png) + + + +Once both documents are selected, you can start your comparison by selecting **Compare.** + + + ![](/images/using-draftable-legal-with-iManage/image-156.png) + + + +## Saving comparisons outputs to iManage  + + +When running a new comparison, ensure the Redline in Draftable option has been selected. + + + ![](/images/using-draftable-legal-with-iManage/image-157.png) + + + +Once the comparison is ready, you will see the comparison window appear + + + ![](/images/using-draftable-legal-with-iManage/image-158.png) + + + +You can select the "Save to DMS"  on the top ribbon in the comparison window. From here you have three options + + 1. **Save to iManage (as a new file):** When saving to iManage, this will create a new document in an existing matter. + + + ![](/images/using-draftable-legal-with-iManage/image-159.png) + + + 2. **Save to iManage (as a new version):** When saving to iManage, this will create a new version of an existing document within iManage. + + + ![](/images/using-draftable-legal-with-iManage/image-160.png) + + + 3. **Save to iManage (as a new related file):** When saving to iManage, this will create a new document within iManage but also create a link to an existing document within iManage. + + + ![](/images/using-draftable-legal-with-iManage/image-161.png) + + + Additionally, you have the choice of 3 different file types outputs as well: + + **Redline PDF or DOCX:** A Redline output is a document comparison output that highlights the differences between two documents using coloured markup, making it easy to identify added, removed, or modified content at a glance. + + **Changed Pages Only (.pdf)** A Changed Pages Only Redline PDF is a document comparison output that only includes pages with differences between the two documents, highlighting the modifications using colored markup for a focused review of altered content. + + **Track Changes (.docx):** A Word document with Tracked Changes is a version of your document that displays all insertions, deletions, and formatting adjustments made, using Microsoft Word's built-in feature that allows you to review, accept, or reject the modifications individually. + + +If you selected **Save to iManage (as a new file)** An iManage window will appear for you to select the save location. Use the location of your choice and save the export + + + ![](/images/using-draftable-legal-with-iManage/image-162.png) + + + Once you have chosen the location, ensure you have specified the **type** and **class** of the output. Once ready, click **save** and your output will be saved to iManage. + + + ![](/images/using-draftable-legal-with-iManage/image-163.png) + + + +However, if you selected **Save to iManage (as a new version)** An iManage window will appear for you to select an existing document to save as the new version, and select the document you wish to create a new version of and click **select.** + + + ![](/images/using-draftable-legal-with-iManage/image-164.png) + + + Then the following window will appear. + + + ![](/images/using-draftable-legal-with-iManage/image-165.png) + + + Enter the relevant details and select **Save.** + + +When selecting **Save to iManage (as a new related file)**, you first be prompted to save the file in a location of your choosing. + + + ![](/images/using-draftable-legal-with-iManage/image-166.png) + + + Once the document has been saved, a second prompt will pop up, this time asking you which document you would like to relate the comparison to. Browse to the appropriate file and then hit the select button. + + + ![](/images/using-draftable-legal-with-iManage/image-167.png) + + + \ No newline at end of file diff --git a/hc/en-us/articles/20542007013657-How-to-obtain-your-iManage-Client-ID.mdx b/hc/en-us/articles/20542007013657-How-to-obtain-your-iManage-Client-ID.mdx new file mode 100644 index 0000000..e967742 --- /dev/null +++ b/hc/en-us/articles/20542007013657-How-to-obtain-your-iManage-Client-ID.mdx @@ -0,0 +1,34 @@ +--- +title: "How to obtain your iManage Client ID" +description: "As part of Draftable Legal integration or troubleshooting, you may be required to obtain your iManage client ID for Draftable Legal to progress certain tasks. This article outlines how to obtain the client ID using the iManage control centre. " +--- + + + +## Obtaining your iManage Client ID  + + +Open and log into the iManage Control Centre + + + ![](/images/using-draftable-legal-with-iManage/image-132.png) + + + +Scroll down on the left hand menu until you see **Applications.** Click on the **Applications** option. + + + ![](/images/using-draftable-legal-with-iManage/image-133.png) + + + +The Applications section will load. Now search for the Draftable Pro Application name (This is the name that was specified for Drafatble Pro by your team). Click on the Application name to load the details. + + + ![](/images/using-draftable-legal-with-iManage/image-134.png) + + + +You will find the Client ID information in the Client ID section as shown above. + + \ No newline at end of file diff --git a/hc/en-us/articles/20627573565081-Classic-Microsoft-Outlook-Not-Detected-for-Draftable-Legal.mdx b/hc/en-us/articles/20627573565081-Classic-Microsoft-Outlook-Not-Detected-for-Draftable-Legal.mdx new file mode 100644 index 0000000..1662278 --- /dev/null +++ b/hc/en-us/articles/20627573565081-Classic-Microsoft-Outlook-Not-Detected-for-Draftable-Legal.mdx @@ -0,0 +1,21 @@ +--- +title: "Classic Microsoft Outlook Not Detected for Draftable Legal" +description: "If you are seeing this article, it is likely that Draftable Legal has detected that the classic Microsoft Outlook is not installed on your system. As our application uses the COM interface to open and set up emails with attachments, it requires the classic desktop version of Outlook, not the web or mobile versions." +--- + + +## What's the issue? + +COM (Component Object Model) interface is a binary-interface standard for software components introduced by Microsoft in 1993. It allows Draftable Pro to communicate with the Outlook desktop application to perform various tasks, such as opening an email or adding attachments. However, this functionality is not available in the web or mobile versions of Outlook, which is why the classic version of Outlook is required. + +## Here's the solution + +Here's how you can install the classic desktop version of Microsoft Outlook: + +1. **Purchase Microsoft Outlook:** Visit the Microsoft Store or another reputable software retailer to purchase the desktop version of Microsoft Outlook. It is typically available as part of the Microsoft Office Suite, either as a one-time purchase or through a Microsoft 365 subscription. +2. **Download and Install**: Once purchased, download the setup file for the Microsoft Office suite. Launch the setup file and follow the on-screen instructions. Make sure to select the "Customize" option during the installation process to ensure that Microsoft Outlook is included in the installation. +3. **Update your Office Suite**: If you already have a different version of the Office Suite installed, you might be able to update your package to include the classic version of Microsoft Outlook through your Microsoft 365 subscription. Navigate to your Office Account settings, check for available updates or customization options, and add Outlook if possible. + +## What if the problem persists? + +If you continue to face difficulties installing or updating Microsoft Outlook, please reach out to Microsoft Support for further assistance with the installation process. Alternatively, you can contact our customer support team for help at [support@draftable.com](mailto:support@draftable.com) \ No newline at end of file diff --git a/hc/en-us/articles/20627638468633-Installation-Issues-for-the-Word-Add-in-with-Draftable-Legal.mdx b/hc/en-us/articles/20627638468633-Installation-Issues-for-the-Word-Add-in-with-Draftable-Legal.mdx new file mode 100644 index 0000000..6e2e3b0 --- /dev/null +++ b/hc/en-us/articles/20627638468633-Installation-Issues-for-the-Word-Add-in-with-Draftable-Legal.mdx @@ -0,0 +1,53 @@ +--- +title: "Installation Issues for the Word Add-in with Draftable Legal" +description: "If your seeing this article, its likely Draftable Legal has encountered a couple of issues that prevent the installation of our Word Add-in. There are two potential causes for this issue:" +--- + + + +1. The Visual Studio Tools for Office (VSTO) Runtime is not installed. +2. The application cannot access `HKEY_CURRENT_USER\Software\Microsoft\Office\Word\Addins`. + +These issues prevent the complete functionality of our Word Add-in. + +## Whats the issue? + +### Issue 1: VSTO Runtime not installed + +VSTO Runtime is a component required to run Microsoft Office-based solutions that are built by using Microsoft Visual Studio. This issue indicates that the VSTO Runtime, which is necessary to run our Word Add-in, is not installed on your system. + +### Issue 2: Inaccessible Registry Key + +The path `HKEY_CURRENT_USER\Software\Microsoft\Office\Word\Addins` is a specific location in the Windows Registry where Microsoft Word Add-ins are registered. Our application needs to access this location to register our Word Add-in. The inability to access this Registry key may indicate that the current user account does not have the necessary permissions. + +## Here's the solution  + +Here's how you can solve these issues: + +### Issue 1: Install VSTO Runtime + + +Visit the official [Microsoft Download Center](https://www.microsoft.com/en-us/download/default.aspx) + + +Search for "Visual Studio 2010 Tools for Office Runtime". + + +Click on the search result to access the download page. + + +Click "Download" and follow the instructions to install the VSTO Runtime. + + +### Issue 2: Gain access to Registry Key + + +Make sure that the current user account has the necessary permissions to edit the Windows Registry. This usually requires administrative privileges. + + +If necessary, run our application as an administrator. Right-click on the application icon and choose "Run as administrator". + + +## What if the problem persists? + +If these steps do not solve the issue, it could be beneficial to consult with our team. You can contact our customer support team for help at [support@draftable.com](mailto:support@draftable.com) \ No newline at end of file diff --git a/hc/en-us/articles/20631345954201-Office-16-0-Not-Installed-for-Use-with-Draftable-Legal.mdx b/hc/en-us/articles/20631345954201-Office-16-0-Not-Installed-for-Use-with-Draftable-Legal.mdx new file mode 100644 index 0000000..bf9903b --- /dev/null +++ b/hc/en-us/articles/20631345954201-Office-16-0-Not-Installed-for-Use-with-Draftable-Legal.mdx @@ -0,0 +1,28 @@ +--- +title: "Office 16.0 Not Installed for Use with Draftable Legal" +description: "If you are seeing this article, it is likely that Draftable Legal detected that Office 16.0, the recommended version for optimal performance, is not installed on your system." +--- + + + +## What's the issue? + +Draftable Legal is designed to integrate and work seamlessly with Microsoft Office version 16.0, which corresponds to Office 2016. This version provides the necessary features and compatibility needed for our application to function effectively. If Office 16.0 is not installed, you might encounter limited functionality or performance issues when using our application. + +## Here's the solution + +To solve the issue, you need to install or upgrade to Office 16.0. Here's how you do it: + + +Visit the Microsoft Store or another reputable software retailer to purchase Office 2016. It may be available as a one-time purchase or through a Microsoft 365 subscription. + + +Once purchased, download the Office 2016 setup file. Launch the setup file and follow the on-screen instructions to install Office 2016. Make sure to select the "Customize" option during installation to ensure Word 16.0 is installed, as it is required for our application to work optimally. + + +If you already have a different version of Office installed, you might be able to update to Office 16.0 through your Microsoft 365 subscription. Go to your Office Account settings, check for available updates, and upgrade to Office 16.0 if possible. + + +## What if the problem persists? + +If you continue to face difficulties installing or updating Microsoft Outlook, please reach out to Microsoft Support for further assistance with the installation process. Alternatively, you can contact our customer support team for help at [support@draftable.com](mailto:support@draftable.com) \ No newline at end of file diff --git a/hc/en-us/articles/20633138475033-Issues-Overriding-MS-Word-Settings-in-Draftable-Legal.mdx b/hc/en-us/articles/20633138475033-Issues-Overriding-MS-Word-Settings-in-Draftable-Legal.mdx new file mode 100644 index 0000000..17c0d60 --- /dev/null +++ b/hc/en-us/articles/20633138475033-Issues-Overriding-MS-Word-Settings-in-Draftable-Legal.mdx @@ -0,0 +1,21 @@ +--- +title: "Issues Overriding MS Word Settings in Draftable Legal" +description: "If you are seeing this article, it is likely that Draftable Legal has encountered an issue while attempting to override certain Microsoft Word settings. This problem typically arises from user permissions or group policies that restrict changes to the configuration we're attempting to set." +--- + + + +## What's the issue? + +Our application requires the ability to modify specific Word settings to provide its full functionality. However, in certain environments, changes to these settings may be restricted due to user permissions or group policies set by system administrators. This could limit our application's ability to perform certain tasks or operations. + +## Here's the solution + +To resolve this issue, we can try two potential solutions: + +1. **Run as Administrator:** If the problem is related to user permissions, running the application as an administrator might resolve the issue. Right-click on our application's icon and select "Run as administrator". Keep in mind that this method gives the application higher privileges, so it should only be done if you trust the application. +2. **Check Group Policies:** If you're part of an organization, your IT department may have set group policies that restrict changes to Word settings. Contact your system administrator or IT department and explain the issue. They may be able to adjust the group policies or provide you with a workaround. + +## What if the problem persists? + +If these solutions don't work, please reach out to our support team for further assistance. You can contact our customer support team for help at [support@draftable.com](mailto:support@draftable.com) \ No newline at end of file diff --git a/hc/en-us/articles/20633199612441-Side-by-Side-Document-Compare-Failure-in-Draftable-Legal.mdx b/hc/en-us/articles/20633199612441-Side-by-Side-Document-Compare-Failure-in-Draftable-Legal.mdx new file mode 100644 index 0000000..afbfb7a --- /dev/null +++ b/hc/en-us/articles/20633199612441-Side-by-Side-Document-Compare-Failure-in-Draftable-Legal.mdx @@ -0,0 +1,41 @@ +--- +title: "Side-by-Side Document Compare Failure in Draftable Legal" +description: "If you are seeing this article, it is likely that Draftable Legal has detected a failure in the side-by-side document comparison feature. There could be several causes for this issue, from permission-related problems to document corruption. Unfortunately, because this issue is complex and has various potential causes, an immediate solution may not be available for users to implement on their own." +--- + + +## What's the issue? + +The side-by-side document compares feature in Draftable Legal is a powerful tool that allows you to view differences between two versions of a document. + +However, due to the complex nature of the feature and the variety of document formats and settings it handles, issues may occasionally arise that prevent it from functioning as intended. These could be due to: + +1. **Permission Issues:** The application might not have the necessary permissions to access or modify the documents. +2. **Document Corruption:** The documents being compared may be corrupted or damaged, preventing the comparison from being completed. +3. **Software Bugs:** There may be unidentified bugs in our application causing the comparison to fail. + +## Here's the solution + +Given the potential complexity of the issue, the best course of action is to send logs from your application to our support team for analysis. Here's how you can do it: + + +Navigate to the settings section of Draftable Legal + This can be done in various ways, either by clicking **settings** in the new comparison window or right-clicking the taskbar icon and selecting **settings.** See the examples below. + + Settings from new comparison window + + + Settings from taskbar + + + +Go to the **Troubleshooting** tab. + + Troubleshooting tab + + + +Select **Export Error Logs,** and send the output to our support team at [support@draftable.com](mailto:support@draftable.com) + + +Sending these logs will provide our support team with detailed information about the actions leading up to the failure, which can help them identify and resolve the issue more effectively. \ No newline at end of file diff --git a/hc/en-us/articles/20633231958809-Issue-with-Registering-Custom-Windows-Context-Menu-Action-in-Draftable-Legal.mdx b/hc/en-us/articles/20633231958809-Issue-with-Registering-Custom-Windows-Context-Menu-Action-in-Draftable-Legal.mdx new file mode 100644 index 0000000..5bef8fd --- /dev/null +++ b/hc/en-us/articles/20633231958809-Issue-with-Registering-Custom-Windows-Context-Menu-Action-in-Draftable-Legal.mdx @@ -0,0 +1,39 @@ +--- +title: "Issue with Registering Custom Windows Context Menu Action in Draftable Legal" +--- + +If you are seeing this article, it is likely that Draftable Legal has detected an issue where it cannot access `HKEY_CURRENT_USER\Software\Classes\*`. This problem hinders the application from registering a custom Windows context menu action which is integral to the functionality of the app. + +## What's the issue? + +The Windows Registry is a database that stores low-level settings for the operating system and certain applications. The path `HKEY_CURRENT_USER\Software\Classes\*` is a specific registry location where context menu actions (i.e., the menu that appears when you right-click on an item) are registered. In this case, Draftable Pro needs to access this location to add its own context menu action. + +The issue could occur due to one or more of the following reasons: + + +The current user may not have the necessary permissions to modify the Windows Registry. + + +Certain security software might block applications from modifying the Registry. + + +The application might need to be run as an administrator to make changes to the Windows Registry. + + +## Here's the solution + +Here are a few possible solutions to this problem. Please proceed with caution, as incorrectly modifying the Windows Registry can have significant impacts on your system. + + +Make sure that the current user account has the necessary permissions to edit the Windows Registry. This usually requires administrative privileges. + + +Some security software might block modifications to the Windows Registry. If you trust our application, consider temporarily disabling any security software that could be causing the issue. Don't forget to re-enable it after the problem is resolved! + + +Running our application as an administrator might solve the issue. Right-click on the application icon and choose "Run as administrator". + + +## What if the problem persists? + +If the issue is not resolved by following the above steps, it may be beneficial to consult our customer support for further assistance. You can contact our customer support team for help at [support@draftable.com](mailto:support@draftable.com) \ No newline at end of file diff --git a/hc/en-us/articles/20835335203865-Release-notes-Draftable-Legal-September-2024-v2-9-0-v2-9-1.mdx b/hc/en-us/articles/20835335203865-Release-notes-Draftable-Legal-September-2024-v2-9-0-v2-9-1.mdx new file mode 100644 index 0000000..84b6243 --- /dev/null +++ b/hc/en-us/articles/20835335203865-Release-notes-Draftable-Legal-September-2024-v2-9-0-v2-9-1.mdx @@ -0,0 +1,54 @@ +--- +title: "Release notes: Draftable Legal September 2024 (v2.9.0 & v2.9.1)" +description: "It's been an exciting month at Draftable and we're excited to share our latest updates to the Draftable Pro license. The updated below summarize key features from versions 2.9.0 and 2.9.1.  " +--- + + +## Enhanced algorithm for moved text + +We are thrilled to provide customers with the most advanced “moved text” algorithm on the market. Our latest improvements mean customers can save time by avoiding reviewing moved (i.e. unchanged) text that was previously appearing as insertions and deletions.  Our updated algorithm now shows text as having ‘moved’ (standard color markup in green) in the following scenarios: + +- When text is moved within the same paragraph +- When text is moved to split from one to many paragraphs and vice versa +- When text is moved to and from tables +- When consecutive paragraphs are moved (shown together as a single change) + +In addition to the above, we have also released fixes for some cases where the last row of changes were not being included as a ‘move’. + +## Better reliability + +### Environment testing on installation + +We know our customers have a wide range of environmental settings that can impact Draftable operations. To guide customers through appropriate setup for Draftable, we have implemented a ‘local environment verification’ test (pictured). This automatically runs upon installation and is also available as a troubleshooting tool in the settings menu. + +The test automatically identifies when additional steps required to complete set up. By running on installation, we help customers preempt additional steps required rather than displaying errors when they try to run compares. + +![image (27).png](/images/draftable-legal/image-209.png) + +### More knowledge base articles for environmental troubleshooting + +As part of this initiative, we are also developing additional [Knowledge Base](/hc/en-us/categories/15749853683481-Draftable-Legal) articles. We have added 7 new articles to guide users through various additional steps to complete setup. These can be found in our [Troubleshooting section.](/hc/en-us/sections/18331107372697-Troubleshooting) + +### In-app links to knowledge base articles + +To make these and other guides accessible, we are also increasing the number of in-app links to our knowledge base make it easier for customers to use our product. The release features in app links to articles explaining: + +- How to get started +- Redline settings +- Integration setup +- Email, print, save comparison outputs + +### Smarter error messages + +If Draftable users still run into unexpected issues, our support team is ready to help. Our first step is always to ask for more information so we can diagnose and fix the problem. This always includes asking for error logs that the Draftable program generates. + +To solve customer problems faster, we've updated our error message (pictured) to provide users with an option to automatically generate an email to our support team and attach the error logs we need to diagnose the issue. This means faster fixes and you getting back to running comparisons sooner. + +![image (26).png](/images/draftable-legal/image-210.png) + +## Improved usability + +Finally, in addition to the above features our latest releases also included some changes to improve usability, namely: + +- Updated output filenames to match naming convention of \[‘older filename’ vs ‘newer filename’\] +- Updated ribbon menu view to make it easier for users to find the ‘changed pages only’ toggle view in Draftable's PDF viewer \ No newline at end of file diff --git a/hc/en-us/articles/20871414263577-Release-Log-Draftable-Legal.mdx b/hc/en-us/articles/20871414263577-Release-Log-Draftable-Legal.mdx new file mode 100644 index 0000000..953af55 --- /dev/null +++ b/hc/en-us/articles/20871414263577-Release-Log-Draftable-Legal.mdx @@ -0,0 +1,2023 @@ +--- +title: "Release Log: Draftable Legal" +description: "This article provides a summary log of Draftable Legal (formerly Draftable Pro) releases. It dates back to v2.5.0, which was the version that first introduced Draftable's Redline comparison algorithm into Draftable Desktop.  " +--- + + + +**Bug fixes** + +Fix for watermark appearing on PDF outputs + + + + +**Features and improvements** + +*Accuracy* +- Updated algorithm to improve changed text position around deleted paragraphs +- Added support for comparison of smart-tag content + +*Markup configuration* +- Added new Redline setting Profile option to 'ignore whitespace changes' + +*Integrations* +- Draftable in Office: Added support for a new Modern JS add-in for Microsoft Office that allows full comparison workflows with Draftable inside of Word, Excel and PowerPoint +- Draftable for Office (file loading add-in): + - Added support for sheet / cell range loading in Excel and specific slide loading in PowerPoint + - Updated DMS files to display filename / ID / version in "Compare Open" screen instead of file-paths +- Outlook: Added the ability for administrators to customize the body text when Draftable generates emails in MS Outlook + +*Ease of use* +- Always open to user's non-maximized window size when starting Draftable +- Added a new setting that opens the comparison viewer in a new tab (rather than same tab) + +*Administrator features* +- Created a new MS Office add-in deployment instruction page with live links to latest manifest + +**Bug fixes** + +*Application fixes* +- Fix for missing PDF format option for Changes Report in Side by Side comparisons + +*Algorithm reliability fixes* +- Fix for 'unable to compare' due to overlaps in move detection +- Fix for 'unable to compare' due to malformed svg content +- Fix for 'unable to compare' due to mismatched block- and run-level sdt markers +- Fix for 'unable to compare' due to preprocessing issues with textbox content in TOC +- Fix for issue with sync scrolling in Side by Side comparisons with threaded runners + +*Integration fixes* +- [Outlook] Fix for issue impacting the compare actions in Draftable's Outlook JS add-in +- [iManage] Fix for issue causing actions from iManage in browser to fail +- [SharePoint] Fix for issue causing drag & drop and launch compare from SharePoint to fail + + + +**Bug fixes** +- Fix for issue with recent iManage integration update in 25.10.100 causing switching functionality between tenants to fail +- Fix for issue causing redline in email copy command to fail + + + +**Features and Improvements** + +*Administrator features* +- iManage configuration improvement +- Updated on premise configuration and easier switching between iManage tenants for Global team collaboration, see here for details + +**Bug fixes** +- Fix for issue causing error when emailing redlines from Draftable +- Fix for issue where comparing text input vs text file is crashing the app + + + +**Features and Improvements** + +*Accuracy and reliability* +- Implemented Apryse library for PDF to Docx conversions (used in preprocessing PDF input files) and set this library to default for all users and organizations. + +*Integrations* +- Word, Excel & PowerPoint: Modern Microsoft Office JavaScript (JS) add in for file loading from Office applications into Draftable – download via https://dl.draftable.com/addins/office-simple/2.17.0.0/manifest.xml + +*Redline in Email* +- Added Accept/Reject All option into add-in to streamline email review workflows +- Added a "report a bug" button in the add in to assist error reporting and troubleshooting +- Improved the logic for automatic selection of baseline email when using "Compare against earlier email" command + +*Administrator features* +- Added ability for Organizations to opt in to add an organization-level GUID to product telemetry to allow usage data reporting to administrators +- Update to enforce logging telemetry when adding new settings (if telemetry is enabled by the organization) + +**Bugfixes** +- Fix for issue where images were causing an error in new Outlook +- Fix for occasional filename UI collision in redline viewer outputs +- Fix for issue corrupting redline in email comparisons due to sentinel values +- Fix for Redline in Email issue where the "Change Baseline" button was not working +- Fix for issues in Excel Redline where the comparison produced a corrupt xlsx file +- Fix for failed PowerPoint redline due to gradient colors not being handled in the pptx conversion to greyscale colors +- Fix to update dialog to avoid cutoff text +- Fix to avoid table column changes interacting badly and resulting in poor layout +- Fix for issue causing comparison results to open in the most recent Draftable window instead of the source tab +- Fix for issue where numbering in Redline in Draftable was incorrect when comparing RTF filetypes +- Fix for pre-processing failure when an invalid output type was selected +- Fix for issue impacting NetDocuments users comparing files loaded via NetDocuments or Draftable Word add-in due to special characters + + + +**Features & improvements** + +*Core functionality* +- Redline in Email: Stop embedding images to reduce frequency of limitation when creating new email (popup warning that email is larger than 32KB) + +*Accuracy & quality* +- Improved "Draftable Engine" for PDF to Docx conversion and moved from "Preview" to "General" settings option + +*Ease of use* +- Support for foreign language display in the Draftable User Interface (French, German, Spanish, Dutch, Polish, Tagalog, Portuguese, Swedish, Japanese) +- Allow users to reduce the window size of Draftable to fit into 1/4 of standard laptop screen + +*Administrator features* +- Add telemetry to window sizing changes +- Include Excel and PPT when locking profile settings as an admin + +**Bug fixes** +- Fix for issue where Draftable was failing to remember the user preference for window sizing +- Fix for issue where detaching a tab breaks the original window workflow +- Fix for issue causing failure to clear selection in Text Decoration settings +- Fix for issue where comparison summary information misclassifies table edits +- Fix for Side by Side algorithm parameters not reaching text alignment stage, resulting in moved text not showing as moved +- Fix for Word Add-in Not properly parsing file names with "&" symbol +- Fix for Epona file loading where files are not parsing the filename in a way that is windows compatible +- Fix for issues where invalid codepoints when normalizing text resulted in failure to compare +- Fix for false positive (showing change where no change occurred) in numbered lists due to bookmark causing revision acceptor to drop numbering +- Fix for Telemetry system issue where Original file type was not logged in the compare execution log + + + +**Bug fixes** +- Fix for issue with Draftable Word add-in causing a pop up to appear asking users to save changes to normal.dotm template + + + +**Bug fixes** +- Redirect draftable legal subscription link to current url + + + +**Features & improvements** + +*Ease of use* +- Allow users to resize Draftable window to original minimum (before 25.8.0 update) + +*Performance* +- Added a Preview feature that optimizes comparisons to enable faster comparisons for shorter documents + +*Administrator features* +- Add a setting to turn on extra logging from CEF for troubleshooting +- Added new Telemetry logging for the source of files loaded into Draftable (e.g. Local, DMS) + +*Integration functions* +- SharePoint: + - Added new setting (in Integrations section) that allows detection of Major / Minor versions and only display major versions in version history + - Improved performance of SharePoint search + +**Bug fixes** +- NetDocuments: Fix for issue impacting Compare with Latest command (path for domain-profile folders not being recognized) +- Fix to ensure "Compare with Latest" command in the Draftable Ribbon in Word does not appear for local (non-DMS) documents +- Fix for error when emailing 5 or more files from Draftable +- Fix for issue causing the Draftable Excel Add-in to fail to install properly via MSI +- Fix for issue when selecting iManage document as Older/Newer via Draftable Word add in +- Three fixes for document-specific issue causing 'unable to compare' error +- Fix for issue impacting ability to resize window when on comparison tab +- Update to stop modification of Normal.dotm to cleanup old context menu command for "compare text in Draftable" via registry setting to avoid popup from Word add in when closing any word documents + + + +**Features & improvements** + +*Core functionality* +- Added Changes Pages Only (PDF) output as an option in the Comparison Type menu, in 1-Click Compare workflows and in Bulk Compare mode +- Added Departures Table as a Comparison Type option and 1-Click Compare workflow option + +*Quality & Accuracy* +- Refined logic used for triggering OCR in 'auto' mode to ensure it runs in cases where input documents have some machine-readable text +- Updated algorithm to handle comparison of textboxes/tables inside <w:pict> elements +- Cleanup mixed numbering to text false positives + +*Ease of use* +- Redesigned application UI and UX + - Merged New Comparison Window, Comparison Viewer, Settings Menu and Progress Bar into a single window + - New comparisons open in tabs instead of multiple windows + - New comparisons can be started in new tabs + - Updated component design to modern rounded corners + - Increased font and iconography sizes for improved legibility +- Added logic to automatically order non-DMS files as older and newer based on filename, file metadata (Preview Feature) +- Remember the expanded / collapsed state of the comparison summary panel when switching between Redline and Three Pane views in the Comparison Viewer + +*Integration functions* +- iManage: + - Update to support new Drag & Drop API in latest iManage SDK update +- Outlook: + - Updated Draftable's modern JS Outlook add-in to include functionality for file loading, text loading and 1-Click commands (removing the need for the COM add-in) + - Notify users when 'copying' redlined emails to paste with source formatting +- Epona: + - Allow users to decide how Compare Latest is working with subversions + +**Bug fixes** +- Fix for long lines not wrapping when converting txt to pdf for comparison +- Fix to Handle listnum field with invalid level +- Fix for NetDocsEchoPrefix registry value isn't expanded or normalized, leading to path for domain-profile folders not being recognized +- Fix for Summary page style not being updated when switching profiles in the Viewer +- Fix for zip corruption with empty xml parts +- Fix for issue when 'unhiding' unchanged pages in viewer +- Fix for unknown error when Opening, Saving and Emailing PDF Redline on Excel comparison files +- Word Add-in: Fix to avoid hanging when the document is completely empty +- Fix for Changes Report Error (opening, saving, copy and email) when file has a long filename +- Added new Troubleshooting setting to turn on extra logging from CEF + + + +**Features and improvements** + +*Core functionality* +- Redline in Email + - Update to ensure empty paragraph edits are visible + +*Ease of use* +- Added the ability to rerun (refresh) a comparison from the viewer, with updates to input files automatically shown when input files are synced to DMS +- Added ability to switch profiles from the viewer (i.e. after running the comparison) via a new command in the ribbon menu +- The Comparison Viewer Windows now default to maximized state + +**Bug fixes** +- Improved performance for MSI installs +- Fix that cleans cached values in header/footer numbering fields to ensure page numbers in footers compare correctly +- Improvement in initialization process of the Draftable application to identify potential looped process and notify user +- Fix to ensure text emphasis styles are applied properly to summary page and comments +- Fix for notes and tags on moved text not appearing in Departures Table output +- Fix to ensure moved object changes or changes in bullet lists with non-standard bullets are shown in the PowerPoint Redline Change List + + + +**Feature and improvements** + +*Core functionality* +- Added Accept/Reject functionality to Redline in Email Outlook add-in + +*Markup Configuration* +- Allow multiple text decorations (e.g. Bold & Underline) to be used in markup schemas + +*Accuracy* +- Updated Tungsten Automate OCR Configuration (Powered by OmniPage OCR) to improve pdf recognition and OCR performance + +*Quality* +- Added new setting (off by default) that automatically accepts table layout changes when exporting to tracked changes to avoid these bubbles being left in on the right hand side of the doc + +*Integration functions* +- Word Add-in: improved design to avoid Normal.dotm warning popup caused by interaction with NetDocuments Outlook add-in +- iManage: New behavior when saving comparison outputs from the Draftable viewer to default to location of last selected document + +*Ease of use* +- Added ability to use default of Ctrl+leftarrow and Ctrl+rightarrow keyboard shortcut to navigate to next change, with additional shortcut options available in Settings menu + +**Bug fixes** +- Fix to endure Redline in Email is working when Http Listener is installed as Windows Service +- [NetDocuments] Fix for issue when Saving as attachment is not working +- [NetDocuments] Fix for issue impacting ability of Draftable to identify that some documents loaded via the Draftable Word add-in as being from NetDocuments +- Fix to restore ability to export Redline outputs to docx format in Next Action menu +- Fix for issue causing "export logs" troubleshooting command to fail +- Fix to ensure the 'Select Version' behavior is loading the correct side (older or newer) depending on which side the 'select version' command was used on +- Fix for issue impacting punctuation in Changes Report when exported as a .CSV file + + + +**Feature and improvements** + +*Core Functionality* +- Allow users to compare PowerPoint files using "Redline in Draftable" and review changes in a new Draftable PowerPoint viewer with a clickable, filterable change list +- Improved handing of "capitalization" style in case-sensitive comparisons + +*Integration functions* +- Outlook add in: Allow users to use "1-Click Compare" in Outlook for email attachments +- Word add in: Support for locally saved changes when loading DMS (iManage & NetDocuments) files via the Draftable Word add in + +**Bug fixes** +- Fix to ensure tooltip for the Draftable System Tray icon is working properly +- Added support to handle malformed LISTNUM instructions to resolve failed comparison +- Fix for unable to compare due to serialization of nested complex field instructions + + + +**Bug fixes** +- Fix for issue in backward compatibility of Moved Text Decoration settings (underline, strikethrough) in Administrator-created Profiles set up prior to November 2024 (before v24.11.0) + + + +**Feature and improvements** + +*Core functionality* +- New update to enable Redlining of emails directly in Outlook via new modern JS add in – + see here for details on how to deploy the new Redlining in Outlook add in + +*Markup customization* +- Added new setting to remove comments from input files for 3 pane view + +*Integration functions* +- Word: + - Added new command in Word select files to load from all open word files +- Outlook: + - Draftable now includes the user profile's email signature when generating emails +- NetDocuments: + - Add next action to save as attachment to original or modified document + - Support for locally edited files from Word + - Add setting option to save comparison outputs as "checked in" by default + +*Administrator function* +- Updated System Verification of OCR to use Tungsten Automate (Powered by OmniPage OCR) instead of Word +- Added version information to ADML and ADMX templates + +**Bug fixes** +- Fix for unable to compare issue caused by numbering alignment shortcut +- Fix for issue when markup settings show no color for changes in table cells +- Fix to issue causing bulk comparisons to run slowly +- Fix to enable a user's OneDrive files to be loaded via Word add-in without the SharePoint integration enabled + + + +**Bug fixes** +- Properly handle Install desktop shortcuts on install +- Fix for issue causing "Email logs" troubleshooting command to fail +- Fix for missing numbering reference leading to failed comparison for specific documents +- Fix for issue causing both 1-Click Compares and Bulk Compares to fail when generating Side-By-Side outputs +- Fix for issue causing exports of Tracked Changes via Draftable viewer to fail when input files are PDFs + + + +**Features & Improvements** +- Bulk Compare: Now ensures the Draftable window resizes correctly after toggling off a bulk compare +- iManage: Add option to remove 'save as related file' as next action option +- Added a setting to keep comments when they are removed when accepting tracked changes +- Bulk Compare: Improvements to file export workflows for bulk compare +- Word add-in: Added a new 'Compare with Latest' option to Word add-in +- NetDocuments: Support selection and correct identification of Subversions +- OCR: New Tungsten Automate OCR engine (Powered by OmniPage OCR) now used for improved OCR on documents +- Excel Redline Viewer: Added support to allow Excel Redlines to be outputted as a PDF files via email / print / save output options from the Excel Redline viewer +- Added the ability for administrators to create custom tags for the change list within the comparison viewer + +**Bug fixes** +- Fixed scenarios where invalid background requests cause following requests to fail +- Various fixes to comparison handling when comparing documens +- Fixed issue to prevent Draftable from freezing when updating +- Output filenames wasn't working in files with same filename has been fixed +- Fixed issues with Redline comparisons not working when using rtf file as the input file + + + +**Bug fixes** +- Fix to errors in group policy not working + + + +**Features and improvements:** +- Add settings UI for table cell highlight + +**Bugfixes** +- Added Excel redline settings migration fix + + + +**Features and improvements:** + +*Troubleshooting* +- Improved Draftable troubleshooting, by grouping temporary files by comparison +- Removed the warning "One or more documents are in an older format" for easier clarity + +*1-Click Compare* +- Improvements to 1-Click error dialogue to be clearer and more helpful + +*Comparison and export improvements* +- Updated the Changes Report table to fill the entire width of a page in MS Word +- UI change, now the right hand side menu in the comparison viewer will be "sticky" between sessions (e.g. to collapse the change list by default) +- Added support for setting to ignore curly and straight apostrophes as well as quotation marks in comparisons + +*Administrator features* +- Add ability for administrators to create custom tags for the change list in comparisons +- Support admin installed Add-ins information within the Draftable settings menu + +*Other* +- Created Long Term Support (LTS) Deploy Pipeline / Release +- SharePoint - One Click command should use the new command + +**Bug fixes:** +- Created a fix for large bulk compares sometimes hit runner process timeouts and stall +- Fix to comment indexing in change list generation +- Created fix where files couldn't be loaded with resource error from a shared drive +- Departures Table: Columns inconsistent in the email body, table formatting issues +- Unable to open Redline in excel issue has been fixed +- Fixes for handle numPicBullet definitions that use mc:AlternateContent blocks +- False positive paragraph change due to bookmark tag in table +- Added fix for file type icon at top of the viewer not displaying as PDF when PDF input files compared +- Added fixes for Draftable to handle pagination in SharePoint API +- Added fix for System Verification step for "Microsoft Windows: Context menu" fail when installed for system +- Fixes for text compare not working + + + +**Features and Improvements** + +*Core functionality* +Departure Table: Now released to all users with: +- Improved output formatting, +- Ability to export Departures Table to email body with or without change list filtering +- Ability to extract inline comments in Departures Table + +Excel Redline improvements +- Include worksheet name in "Location" column of Changes Report for Excel Comparisons +- Improve legibility for Excel Viewer when formula change border is shown +- Show redlined text from change in Changes Report from Excel Viewer + +*Accuracy and Quality improvements* +- Improved algorithm for comparing Text Boxes +- Improved algorithm for PowerPoint Redline comaprisons + +*Markup Configuration* +- New option to ignore changes to headers and footers in Changes Pages Only +- Improved visibility of changes for vision impaired users by adding the option to highlight changed text to mark up schema + +*Ease of use* +- Added Comparison Summary Data to the top of the Comparison Viewer, added setting & GPO for showing / hiding by default +- Added the ability for 1-Click Compare to 'automatically select the two most recent versions' when using 1-Click Compare in Document Management Systems + +*Administrator features* +- Updated for Http Listener service to prepare for release of new Outlook modern add-in for Redlining in in email + +**Bug fixes** +- Fix to avoid truncating custom.xml when writing metadata. +- Fix for Changes Report being exported as html when docx selected +- Fix to avoid failure to generate Changes Report on moves within textboxes +- Fix for exported/saved zip contents missing file extensions +- Fix for unable to compare error due to footnoteColumns attribute in section properties +- Update to MSI installer to fix missing iManage integration package +- Fix for issue where Native office compare options were not working +- Fix for issue where comparisons are showing changes in Text Boxes even when 'Text boxes' are deselected in Redline settings +- Fix for PDF compatibility mode flattening numbering indentation, leading to all numbered content being incorrectly set at the same level +- Fix for unable to compare issue caused by issue saving files with macros in preprocessing +- fix for issue where deleted paragraphs inheriting wrong paragraph properties (e.g. headings) +- Fix for issue where all file icons were appearing as pdf in Bulk Compare +- Fic for Redline Change List generation crashing due to unhandled instrText. +- Fix for unable to compare error due to table compare issue +- Fix for PowerPoint Redline "Rearrange overlapping edits" behavior not working when Classic Red markup color selected +- Fix for unable to compare error for certain documents with comments +- Fix for false positives in umlat ü due to failing to normalize unicode sequences before comparison + + + +**Features and Improvements** +- Excel Redline viewer and Change List in Draftable released to all users by default (no longer in Preview) +- Added telemetry data logging for Excel file metadata and actions taken in the new Excel Viewer + +**Bug fixes** +- Update to comment comparison logic to avoid comments incorrectly shown as insertion when present in both documents +- Fix to strip invalid XML characters when converting from TXT to DOCX +- Fix to prevent Excel Redline comparisons from failing due to attempt to preserve merged cells + + + +**Features and Improvements** + +*Core Functionality* +Excel Redline viewer in Draftable (Preview) +- Allow users to compare Excel files as "Redline in Draftable", opening a dedicated Draftable Excel viewer +- Add a clickable, filterable Change List for Redlined Excel files in the Draftable Viewer +- Added Next Actions options for Excel Redline in Draftable (save to DMS, email, etc) +- Added Changes Report export for Excel files compared with "Redline in Draftable" Comparison Type + +Departures Table Improvements (available as a preview feature) +- Extended clause with parent sections, use shorthand in section column +- Updated wording in Departure Table template +- Improved clause extraction from tables +- Improved reference section extraction from tables +- Updated clause number detection algorithm to improve accuracy +- Included viewer notes and tags + differentiate comment colors +- Updated logic to ensure the exported file has the correct file name logic applied +- Improved redline of moved text in the Departures Table + +Bulk Compare improvements +- Allow users to Email or Copy to Clipboard all comparisons at once after Bulk Compare +- Added support for including a Summary Page when saving comparisons from Bulk Compare mode +- Added support for multiple file types in the bulk save dialog after Bulk Compare +- Added filetype icons into UI for Select from Recent files in Bulk Compare mode +- Increased the speed of bulk compare exports +- Added a progress bar that displays while exporting files after Bulk Compare +- Implemented smart selection of comparison types for Bulk Compare (greys out inapplicable + +*Accuracy and output quality* +- Updated algorithm logic to adjust the height of fixed-height rows in tables when revisions are present (to ensure revisions are visible in the redline output) +- Improve output rendering for deleted sections of tables (to avoid long skinny columns in Redline outputs) +- Aligned numbering IDs to minimize the number of layout bubbles indicating numbering changes in Tracked Changes outputs + +*Markup configuration* +- Add option to compare footnote numbering +- Add option to ignore changes to quotation marks (from curly to straight) + +*Ease of use improvements* +- Updated logic for file naming to remove the need to rename input files when emailing original and modified files with the same name +- Wrap file selector buttons (Browse, select from DMS, Free Text) in the New Comparison Window into two rows +- Improved file loading UI to disable the compare button until files are ready and add a file loading spinner to the New Comparison Window + +*Integration functions* +- Updated file ordering logic to use version metadata when loading from iManage, Epona and SharePoint via the Draftable New Comparison Window + +*Administrator features* +- Add ability to use 'remember my choice' for next actions in admin-set profiles +- Upgraded .NET60 to .NET80 +- Silence all the CEF logging & Update CEF 125.0.210 ->131.3.50 +- soft hyphens as zero weight characters +- MS Office Add ins: Switch LoadBehavior to Load at Startup (3) and +- MS Office Add ins: Bump up versions + → Outlook v1.18.0.0 + → Word v1.26.0.0 + → Excel v1.4.0.0 + +**Bug fixes** +- Fix for issue where filenames with "." were not following filename conventions +- Fixed issue impacting the "Compare Text with Draftable" in the right click context menu in Draftable's Word Add In +- Fix for SharePoint graph client error +- Fix for highlighting colors on Departure Table +- Fix file loading logic from Document Management Systems +- Fix for error when using 1-Click Compare to export Redline Docx files +- Fix for issue causing crashes when generating clauses data for Departures Table + + + +**Features and Improvements** + +- *Core functionality* + - Bulk Compare updates: + - Simultaneous comparison of multiple discrete pairs of documents + - Redesigned file loading UI/UX, removing need to select 'sub-mode' + - Revision lines now included in Bulk Comparison exports + - Departures Table: Preview feature to auto-generate Departures Table output for contract negotiations ([see December 2024 Release Notes](/hc/en-us/articles/41369665084313-Release-Notes-Draftable-Legal-December-2024-v24-12-0)) + - Revision lines now added to Redline in Word exports + +- *Ease of use* + - Set default state for Bulk Compare in Compare Selector + - Added tooltips with full filename, version and Doc ID in Bulk Compare mode + - Default UI for Draftable's New Comparison Window now auto-hides "Native in Office" Comparison Type + +- *Accuracy* + - Improved algorithm for Redline in Excel: better column and row identification + +- *Markup Configuration* + - Added "Vintage Green" color for moved text (legacy comparison tools) + +- *Integration functions* + - iManage: Increased version selection menu limit from 25 to 100 + - NetDocuments: Show Document ID and Version Number metadata in New Comparison Window and Summary Page outputs + +**Bug fixes** + +- Corrected output filename settings for Redline in Word outputs when loaded via Word Add-in +- Fixed two separate causes of "unable to compare" error for specific documents +- Now able to save Tracked Changes outputs even when files have long filenames +- Fixed error occurring during side-by-side comparisons +- Restored ability to open 'select version' menu when loading files from DMS via Draftable Word add-in +- Fixed OCR not working on image-based PDFs with partial machine readable text +- Fixed error related to Word showing unreadable content message in Redline outputs +- Updated fix for document numbering issues + + + + + +**Features and Improvements** + +- *Core functionality* + - Redline in PowerPoint available for all users + - Reduced file size for PDF exports + +- *Accuracy* + - Docx algorithm updated for improved numbering and paragraph comparisons + - Excel Redline algorithm improved for sheet matching based on header row and maintaining hidden sheet visibility + +- *Markup configuration* + - New Redline Profile: option to convert all dynamic fields (e.g. cross-references) to plain text before comparison + +- *Ease of use* + - Continue using Draftable while comparisons run in the background + +- *Administrator features* + - New GPO for "Clean up input files after comparison" (in Settings → General tab) + - Admins can edit email subject for exported comparisons + - Improved telemetry captures more usage events (DMS triggers, swapping files, launching viewer, etc) + +**Bugfixes** + +- Restored revision lines in Comparison Viewer and Redline PDF export +- Fixed comparison formatting issues around numbering +- Fixed Comparison Error with Draftable Engine PDF conversions +- Fixed garbled text issue for redlined documents signed with Kappris +- Fixed save/open failure for specific redline input as PDF +- Fixed error in PowerPoint Redlines when Grayscale option enabled + + + + + +**Features & Improvements** + +- Improved table comparison algorithm: now aligns tables before comparing +- Added classic green and leaf green colors to the markup schema palette (brighter move highlights) + +**Bug Fixes** + +- Removed 'dev' tag from MSI installs +- Fixed numbering styles in Redline Docx comparisons +- Resolved issue where Redline in Word comparisons exported incorrectly as Tracked Changes files +- Fixed handling of hyperlinked relationships from comments +- Fixed output filename handling for New Comparison Window exports +- Corrected SharePoint integration issue (site permission changes causing missing sites in search) +- Fixed Add-in install errors with the MSI installer +- Improved move detection to remove incorrect long text in move view +- Added support for legacy field codes so Change List does not fail + + + + + +**Bug fixes** + +- Fixed issue preventing Office Add-ins installation for MSI setups + + + + + +**Features & Improvements** + +- *Ease of use* + - Improved filename truncation, dynamically trim based on save location (iManage, NetDocuments, OneDrive, local, etc) + - Cleaned up help articles in action pane & ribbon + - Added option to set the default 'save to' location for 1-Click Compare + +- *Administrator features* + - Option to verify Add-in Certificates + +- *Integration functions* + - [SharePoint] Improved site search: now displays 25+ results + - [Epona] Added support for Drag & Drop from Outlook extension + +**Bug fixes** + +- Fixed comparison loading delays on single-core machines due to change list generation +- Fixed iManage recent selection bug causing app blocking +- Fixed OCR per-comparison option not working in New Comparison Window +- Fixed handling of style changes in DOCX +- Fixed Changes Report loading error when combined with Summary Page in Redline +- Fixed Outlook display and filename mismatch for attachments +- Fixed error generating viewer PDF for footnotes/endnotes when disabled +- Fixed password prompt not disappearing after entering correct password mid-comparison +- Fixed opening of password-protected files during bulk comparisons + + + + + +**Features & Improvements** + +- Updated custom output filename token logic: 'v' added before NetDocuments version numbers in filenames (not added when comparing local files) + +**Bug fixes** + +- [NetDocuments] Fixed refresh function causing 'unable to compare' errors + + + + + +**Bug fixes** + +- Fixed signing issue introduced in 24.10.0 for MSI installers + + + + + +**Features & Improvements** + +- *Core functionality* + - Added PowerPoint Redline (.pptx) as Comparison Type (Preview feature – email [product@draftable.com](mailto:product@draftable.com) for access) + +- *Ease of use* + - Added Summary Page data to Draftable Comparison Viewer + - Added 'Exit application' option in file menu + +- *Epona Integration* + - Expanded Version selector to display additional version file details + - Changed file dialog to show versions + +- *Administrator features* + - Group Policy option to disable Windows bubble notifications on startup + - Group Policy to enable Bulk Comparisons + - Improved Windows system info for installed Draftable version + - Promoted "Save Track Changes output to iManage as new version" button to full feature + +**Bugfixes** + +- Prevent app crash for oversized Outlook file attachments +- Fixed Change List load error +- Fixed compare error with math elements +- Fixed "unable to compare" error for some files +- Fixed unsubscribing of file loading errors after changing compare method +- Fixed issue with redline author detection +- Fixed renamed files being deselected in email generation UX +- Fixed author field override when comparing input text +- Fixed 1-Click Compare definition not loading in settings UI +- Fixed NamedPipeClient System.TimeoutException +- Fixed Changes Report docx generation error + + + + + +**Features and improvements** + +- *Core functionality* + - Redline in Excel available for all users (no longer preview) + +**Bug fixes** + +- Fixed Windows shell extension not being installed for Per User installer +- Fixed bug where ObservableList.Clear() was not wrapped by Dispatcher + + + + + +**Features and improvements** + +- *Core functionality* + - Users can load files, worksheets, and selected cells via Excel Add-In + - Algorithm update: added support for Japanese and other ideographic languages + +- *Ease of use* + - Faster rerun of comparisons; auto-resync of files left open in Draftable + - Bulk status tagging in change list and 'reviewed' tag for reviewed changes + - Share tagged/annotated changes in updated Next Actions menu; option to include Changes Report in email body + - New setting to default saving locally to last-used location + + + + + +**New features & improvements** + +- *Accuracy* + - Improved readability of merged table cells in Redline outputs + +- *Markup configuration* + - Classic Word blue and red now available in markup schema + +- *Ease of use* + - Setting to disable notification for legacy document comparisons + - Markup schema colours shown on Summary Page + - Names of compared files shown in Changes Report + - Side-by-side Comparisons: new option to save output to last location + - Changes Report can be added to comparison exports and exported as docx + - Markup schema colours used in Change Report for easy change ID + - Input files can be printed via Next Action menu + - Change List display removed for Bulk Compare Redline viewer (not supported) + +- *Administrator features* + - File Obfuscator in troubleshooting now obfuscates a pair of files + +**Bug fixes** + +- Removed redundant ".docx" suffix on clipboard-renamed files +- Fixed flickering drag & drop screen rendering +- Fixed missing detection of inserted header on the first page +- Fixed compare error with complex fields +- Fixed inserted signatures not showing in change list + + + + + +**Bug fixes** + +- Fixed OCR settings not showing in general tab + + + + + +**New features & improvements** + +- *Core functionality* + - Single page export for side-by-side comparisons in next action menus + - Users can rename, convert, and zip files when emailing or copying to clipboard + +- *Ease of use* + - File selection, renaming, and conversion preferences now persist ('sticky') across viewer sessions + - Added Redline Profile setting to default 3-pane view for redline PDF comparisons + - Improved "Draftable does not compare" error messaging + +- *Improved Performance* + - Better table column matching algorithm + - Auto-repair for input DOCX files + - Improved performance for text vs text in Redline outputs + +- *Administrator features* + - Product telemetry now records Redline Profile and Group Policy changes + - Telemetry also captures Bulk Compare interactions + +**Bugfixes** + +- Fixed document-specific 'unable to compare' errors +- Fixed issue where redline filename was incorrect if the name included '.' +- Fixed Office Add-ins not properly installed with MSI +- Removed false positives where deleted comments were not showing +- Fixed redline output color changes not appearing if text decoration not set in markup schema +- Updated help link for Email in Next Action menu +- Fixed compare errors using files with special characters from iManage +- Corrected footer visibility with disabled footer changes +- Removed false positives in text box handling +- Fixed out-of-order display of deletions and insertions + + + + + +**Features & Improvements** + +- *Administrator features* + - Admins can set/remove default Comparison Types via registry/Group Policy + - Redline Change List and Three Pane view now full features (no preview toggle) + - Redline Change List, Three-Pane view, and 'Save Tracked Changes as new version to iManage' are default for all users + - Registry update avoids persistence of old default settings + +- *Improved Performance* + - Excel Redline Comparison Type: output row limit raised from 10K to 1M; significant speed increase for large files + +- *Greater Accuracy* + - Redline settings 'Layout Changes' now include whitespace (tab spacing etc.) + - Regression testing for 1-Click Compare API enabled + +- *Integration functions* + - iManage: Users are auto-logged in on app start (enables working drag/drop when not previously logged in) + - *Note*: iManage package unchanged in this release + +**Bug fixes** + +- Fixed issue with Redline Change List UI not loading +- Fixed Telemetry bug for tracking PDF conversion engine changes +- Fixed issue where 'Layout Changes' exclusions generated false positives +- Fixed UI bug where NetDocuments ribbon menu commands overlapped + + + + + +**Bug fixes** + +- Fixed broken toggle in Preview menu for Redline in Excel + + + + + +**Features & Improvements** + +- *New core functionality* + - Excel Redline (.xlsx) available as Comparison Type (Preview only) + - Option to use Draftable Engine for PDF to DOCX conversions + - Option to remove cover page from Side by Side comparison exports + +- *Ease of use* + - Next Actions (save, print, email, etc) now show in ribbon menu in viewer + - Bulk Compare: uses input file location when bulk saving + - Help link next to Comparison Type in New Comparison Window for KB article reference + - Redline settings UI: 'Filename Output' retitled as 'Output filename' + +- *Performance improvements* + - Detects and advises user of incompatible legacy doc/docx format documents for conversion + +- *Integration functions* + - iManage: + - Save outputs to iManage as 'Related' files + - Desktop IPC communication is now user-unique (for multi-user launch compatibility) + - Epona: + - File descriptor now includes version comments + +- *Administrator features* + - Software version numbers now match year/month of release + - Exported error log filenames now include date and unique ID + - Dropped x32 bit support to reduce app size + - Updated CEF# & Universal C Runtime to reduce size + - Product telemetry gathers additional metadata (words, pages, chars, Word doc scheme ver, install and troubleshooting events) + +**Bug fixes** + +- Restored warning dialog that Changed Pages output doesn't support style changes +- Fixed Group Policy Template error for Silent Start with Windows +- Fixed compare error for comments with corrupted metadata +- Fixed whitespace changes being ignored with 'changed pages only' in Redline viewer +- Ensured 1-Click Compare respects user Output filename configuration +- Side-By-Side exports now include moves (matches what is shown in Draftable) +- Fixed drag-and-drop failure not showing correct error if integration is disabled + + + + + +**New Features & Improvements** + +- *Core functionality* + - Improved memory efficiency on multi-user systems (e.g. Citrix) with NGEN support + +- *Integrations* + - iManage: New Windows Service with Http Listener + - SharePoint: Extra troubleshooting data logging; improved search speed on large sets + - Epona: Remembers last used file location within Epona/Outlook extension + +**Bug fixes** + +- Respects 'Start automatically with windows' setting +- Fixed "unable to compare" error for Redline in Word output (document-specific) +- Corrected numbering issues in comparison outputs +- Fixed watermark changes not displaying +- Fixed right-click 'Compare text in Draftable' for Word Add-In +- Fixed iManage version selection for filenames with special characters + + + + + +**New Features & Improvements** + +- *Core functionality* + - New Redline in Word without tracked changes (.docx) comparison type + - Redline (.docx) now an export option in Next Actions, Bulk Compare, and 1-Click Compare + +- *Ease of use* + - Renamed Comparison Type options in New Comparison Window ([see here for details](/hc/en-us/articles/33190528521881-Comparison-Type-How-to-choose-the-right-option-in-the-Draftable-New-Comparison-Window)) + - New 'Native (MS Office)' Comparison Type for Excel/PowerPoint using Office's tools + - Accept tracked changes in selected text via 'Compare Text' in Word Add-in + - Copy input files to clipboard via Next Action menu + +- *Accuracy and reliability* + - Now uses iManage SDK v10.9.3.43 + - Removes "original" from input filenames when attaching to email + +**Bug fixes** + +- Improved algorithm prevents unwanted changes shown for images, hidden text, or page breaks when comparison options are disabled +- Prevents Draftable from altering Word Review Balloons settings after use +- Registry/Group Policy for 1-Click Compare now updates end user UI +- Fixed PDF Redline font rendering error +- Margin lines not shown when changes are ignored in selected Redline Profile + + + + + +**Features & Improvements** + +- *Core functionality* + - Bulk Compare: + - Now supports multiple 'older' docs vs a single 'newer' doc + - Export window lets user pick desired output and choose zip option for bulk save + +- *Integration functions* + - Epona integration can be enabled in settings + - SharePoint "Heavy Usage" mode: only shows frequent/followed sites for large orgs + +- *Accuracy & reliability* + - Better algorithm for table row adds/splits + - Draftable Engine is now default for PDF conversions + +- *Administrator features* + - Admins can lock Profile settings when creating profiles + - Registry/Group Policy added for 1-Click Compare: + - Default workflow/definition used unless user sets their own + - Section can be removed from settings to stop user customization + - Optionally block end user export of their 1-Click Compare settings + +- *Ease of use* + - Default comparison output names use 'vs' between filenames + - Removed "Changes theme" question for Side-by-Side + - 1-Click Compare settings export now available + +**Bug fixes** + +- Bulk Compare: fixed file list disappearance when canceling add +- Chromium logs now appear next to selected document +- Fixed input filename trimming in output filenames +- Fixed loading errors for NetDocuments files +- Fixed hidden tables being missed in comparisons +- Removed warning popup for iManage uploads and local saves that were canceled +- Prevented crash when uploading new file to iManage +- Fixed table cutoff bug in comparison +- Fixed 1-Click Compare saving preview instead of final document +- "Unable to Compare" bug fixed when Bullets/Numbering are off +- Fixed Normal.dotm prompt in Word engine + + + + + +**Features & Improvements** + +- List of changes for Redline comparisons now includes tagging, notes, and export (shown by default) ([see details](/hc/en-us/articles/32514479509785-Using-the-Redline-Change-List-to-review-filter-tag-add-notes-and-export-your-changes)) +- Side-by-Side exports now use blue for insertions (was green) +- Comments now omitted from Redline PDF in viewer (shown in Change List instead) +- Expand comments now possible in Draftable Redline PDF viewer +- Improved "invalid 1-Click action" messages + +- *Integration functions* + - SharePoint: + - Select from / save to multiple SharePoint sites, including browsing + - 1-Click Compare for file versions, with Version Selector dialog if >2 versions + - Shows check-in comment in SharePoint version dialog + - Epona: Last-used file browser path now remembered + - Office Add-ins: + - Improved VSTO add-ins unzip function + - Fixed Office Add-in cache/load issues + +- *Administrator features* + - Preview tab: can enable/disable 3-pane view; Registry/Group Policy added + +**Bug fixes** + +- Fixed 1-Click Compare failing when workflow’s Comparison Type doesn’t support chosen files +- Fixed highlight box placement for specific fonts +- Removed Repair Add-in in Troubleshooting to prevent autoupdate issues +- Fixed 1-Click Compare workflow used incorrectly if last one was cancelled +- Fixed "next actions" option in 1-Click Compare Settings not refreshing +- Fixed revision line in black (not red) with Draftable Engine for PDF conversions +- Fixed changes in Redline Markup settings not persisting after restart + + + + + +**Features & Improvements** + +- New 3-Pane view: see original, modified, and redline all together ([details](/hc/en-us/articles/31975077731225-Three-Pane-View-See-changes-in-context-with-older-newer-and-redlined-documents-in-one-screen)) + +- *Integration functions* + - 1-Click Compare now supports file versions in iManage and SharePoint ([details](/hc/en-us/articles/31611819497753-Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow)) + - Uses file version metadata for correct file ordering in SharePoint (old left, new right) + +- *Administrator features* + - Customize 'unable to compare' error text + - Remove "share logs" from 'unable to compare' error option + +- *Troubleshooting* + - "Email logs & obfuscated documents" option added in troubleshooting + - Attach obfuscated documents to auto-generated email via 'unable to compare' dialog + +- *Comparison quality* + - Improved algorithm so cell content change doesn't show as entire table insertion/deletion + +**Bug fixes** + +- 1-Click Compare works with Bulk Compare enabled +- Added Group Policy template for Legal (DraftableDesktopLegal) and Installer (DraftableInstaller) (missing from v2.15) + + + + + +**Features & Improvements** + +- 1-Click Compare: Compare from file explorer or DMS (iManage, NetDocuments, SharePoint, Epona, Worldox) ([details](/hc/en-us/articles/31611819497753-Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow)) +- Side-by-Side outputs can now be saved to DMS with next actions + - *Note*: This removes options for single document view export and track changes for Legal version users +- New DMS integrations: Epona 365 and Worldox + +- *Markup configurations for Redline* + - Can ignore: numbered lists, case changes, footnote numbering, tables, text boxes, tables of contents, images, and font colour as subcategory of styling + +- *Administrator features* + - Show HKLM-installed add-ins in settings + - Let customers set free text font for redline PDFs + - Extended Group Policy for default PDF conversion engine + - System MSI can be deployed with/without shortcuts or Office Add-ins ([details](/hc/en-us/articles/31609155610393-Deployment-options-via-MSI-System-wide-installer)) + +**Bug fixes** + +- Output filename works correctly even when summary page is omitted +- Prevents non-Draftable Word Add-ins from showing in Draftable Ribbon +- Resolved dotm template prompt and related failures in Word Add-in + + + + + +**Bug fixes** + +- Fixed race condition on first launch when activating from Group Policy + + + + + +**Bug fixes** + +- Unique names for elements in VSTO Add-ins to fix conflicts with custom add-ins +- Fixed iManage "201 success" handled as error +- Removed file manager toggle to restore SharePoint access +- Custom filename feature now trims long filenames + + + + + +**Bug fixes** + +- Resolved issue in 2.14+ where user wasn't notified if comparison failed + + + + + +**New features and improvements** + +- Added Bulk Compare tooltip with Knowledge Base link + +**Bug fixes** + +- Option to disable iManage persistent session +- Fixed error on loading two files from iManage when not logged in +- Prevented dialog showing after Track Changes comparison success +- Draftable URL protocol now works as expected + + + + + +**New features and improvements** + +- Bulk Compare: One-to-many compare ([see details](/hc/en-us/articles/30062521598361-Bulk-Compare-How-to-load-and-run-multiple-comparisons-at-once)) +- Redline settings: can ignore "headers" and "footers" separately +- Comparison time now shown in Summary page + +- *Performance* + - Improved reliability via Word API updates + +- *Integrations* + - SharePoint: Select from / save to SharePoint Online via Draftable, GPO to enable/disable + +- *UI/UX* + - Next action panel in Redline Viewer is more interactive + - Viewer Ribbon menu is expanded by default + +- *Other* + - Telemetry now links session between launcher & viewer + +**Bug fixes** + +- Can now turn moves detection on/off for Side by Side +- Fixed "given key not present in dictionary" error in TryGetNumbering +- Fixed legacy colour theme for Side-by-Side + + + + + +**Bug fixes** + +- Add-in installation now allows central security signing +- Fixed "Word with Tracked Changes" output setting fail to open by default +- Fixed input files not loading if triggered when app isn't running + + + + + +**Bug fixes** + +- As above: improved add-in installation for central security signing +- Fixed "Word with Tracked Changes" output open-by-default bug +- Fixed input files not loaded when app is not running + + + + + +**Bug fixes** + +- Fixed comparison bug with hidden text + + + + + +**Bug fixes** + +- Fixed issue preventing free text comparison + + + + + +**Bug fixes** + +- Fixed "StartOnStartupOption" failure +- Improved iManage enable on behalf of users (with better UI) +- Bookmarks now encoded as the same character +- Added UNC file path support (DMS/local drives) +- Font size threshold setting now visible to standard users +- Fixed Redline output for text blob comparison + + + + + +**App improvements and new features** + +- Custom output filenames for Redline +- File area shows spinner/loader if multiple file selector closed without file +- Improved workflow handling for NetDocuments in Offline Mode + +**Bug fixes** + +- Fixed saving error to NetDocuments +- Fixed parsing error for DOCX indentation + + + + + +**Bug fixes** + +- Small refinement to a prior compatibility fix + + + + + +**App improvements & new features** + +- New setting to auto-load most recent versions from DMS + +**Bug fixes** + +- Fixed compatibility bug with Microsoft Edge Webview2 v121.0.2277.98+ ([details](/hc/en-us/articles/28451168797977)) + + + + + +**App improvements & new features** + +- Compare output now shows 'hidden' text as changes +- Drag and drop text directly (no "Input Text" button needed) +- Can collapse 'next actions' panel in viewer +- File browser's default save-to location matches input file location + +- *Integration* + - SharePoint: Drag & drop from SharePoint Online + - MS Word: Load text to compare from within MS Word + - iManage: Option to auto-open file after saving + +- *Other* + - Updated Control Panel icon for add-ins + - Draftable New Compare window no longer auto-opens on startup + - Updated app size estimate in Windows (2GB) + - Draftable settings now show installed add-in versions + +**Bug fixes** + +- Fixed Side-By-Side export error for certain documents +- System Verification results are now scrollable +- Tracked Changes from Side-By-Side export fixed +- Numbering algorithm error resolved +- Group Policy template "Pro" suffix changed to "Legal" +- Fixed .doc to PDF conversion bug causing failed comparisons + + + + + +**Bug fixes** + +- Patch for PowerPoint-side-by-side comparison issues + + + + + +**App improvements & new features** + +- *Speed & reliability* + - Preview: New "Draftable engine" for faster/more reliable DOCX→PDF (set in general settings, default still "Word") + +- *Ease of use* + - Copy outputs to clipboard + - Export changes report CSV and save to DMS + - Update warning when app is about to restart after update + +- *iManage* + - Version selector enabled when loading iManage files via Word Add-in + +- *NetDocuments* + - Support for remote NetDocuments files from Word Add-in + - Save as track changes/comparison output to NetDocuments attachment + +- *SharePoint* + - Compare Versions button is disabled when list doesn't support versioning + +- *Administrator features* + - Group Policy support: no desktop shortcut and disable COM add-in install/update + - Group Policy: enable/disable launching Draftable on startup + +- *Other* + - Updated Viewer to v3.6.20 + +**Bug fixes** + +- Improved detection of numbered list false positives (PDF→Word input) +- Summary page timestamp is now correct +- "Normal dotm" Word warning removed when using Draftable for PDF conversion +- Fixed bug with Changed Pages output +- Drag and drop from email attachment keeps file name +- Password protection now works for xlsx +- "Email logs" works in System Verification +- OCR failure contact set to [support@draftable.com](mailto:support@draftable.com) +- UI: fixed profile name rendering issues in settings and comparison type selection +- Privacy disclaimer, activation dialog, and update-related message boxes now display properly +- Startup no longer alerts unnecessarily on application autostart or update shutdown +- GDPR: further third-party report sanitization +- Int: Fixed Add-in Repair and iManage Session Cache exception + + + + + +**Bug fixes** + +- Patch for PowerPoint startup issue + + + + + +**App improvements & new features** + +- NetDocuments integration enabled for all regions except "US-Gov" + + + + + +**App improvements & new features** + +- NetDocuments integration: + - Load and compare from NetDocs + - Select/save to NetDocuments + - Show versions/attachments during load from NetDocs + - NetDocuments integration can be enabled/disabled via settings/Group Policy + +- *GDPR compliance* + - Further sanitized third-party logging and telemetry + +- *iManage* + - Overhauled library dependency handling + - Reduced installation size by 346MB (44%) + - Added support for iManage drive files via Word add-in + +**Bug fixes** + +- Fixed CLI AutoCompare bug +- Enabled CSV compare for Side by Side +- Document version change now detected on re-compare +- Fixed OCR selection error on main window +- Fixed algorithm bug for page headers + + + + + +**App improvements & new features** + +- iManage: New context menu – "Compare with most recent" and "Compare versions" +- Redline as 'Word with tracked changes' can now be saved to iManage +- SharePoint: Can now load files (inc. versions) and run comparison in browser +- New Compare window launches after activation +- SharePoint: Supports remote-located files from Word add-in +- Local file browser: now supports multi-select + +**Bug fixes** + +- Fixed PDF load timeout (network drives) +- Prevented error dialog when canceling "Save to iManage" +- Fixed loading error for iManage "Favorites" via context menu +- Image hash updated (no longer uses MD5) +- Fixed regression in Office MSI detection + + + + + +**App improvements & new features** + +- New Compare window auto-launches after activation +- Redline for .rtf files now supported + +**Bug fixes** + +- Fixed loading of password-protected Office docs +- Fixed iManage favorites selection failure + + + + + +**App improvements & new features** + +- Input files now remain after compare (enables 1-click re-run) + - New user setting to clear input files after compare +- Group Policy: disable Redline comparison types +- Improved detection of structured document tags (fewer false positives) + +**Bug fixes** + +- Fixed header/footer false negatives +- Improved error handling for Word conversion failures + + + + + +**App improvements and new features** + +- Launch input file from recent list in launcher +- Improved iManage integration: + - Multiple input from iManage + - List other versions after selecting first iManage doc + - Show iManage doc number/version in comparison window and summary + - Output name matches iManage versions compared +- Word Add-in update now in-app +- Default insertion color: "Dark Blue" +- Upgraded viewer to 3.6.18: + - Change list: tags (Needs Review, Low Priority, etc), custom notes, can filter on status/notes (replaces "Visible Categories") + - Export change list as .csv or clipboard, configurable by filter/tags +- Troubleshooting: more detailed error logs from iManage + +**Bug fixes** + +- Fixed file paths using '&' in Word add-in +- Fixed author field in New Compare Window changing unintentionally +- Improved error handling for closing Word doc +- Fixed spinner on compare result window not loading PDF +- Word Add-in warns for unsaved files +- Prevented app freeze on export exceptions +- Fixed "docx to pdf copy" failure in side by side for docx +- Removed spurious error on file load timeout +- Output filename limit raised from 30 to 70 characters + + + + + +**Bug fixes** + +- Added iManage credential support for on-premise instances + + + + + +**App improvements and new features** + +- Sanitize filename function for iManage file names + + + + + +**Bug fixes** + +- Fixed Redline compare for text input + + + + + +**App improvements and new features** + +- Drag & Drop from iManage supported + +**Bug fixes** + +- Fixed error loading files from iManage + + + + + +**App improvements and new features** + +- Compare Excel files (csv, xls, xlsx) natively with Spreadsheet Compare +- Improved validate Comparison Type selection in Compare Selector +- Group policy: option to disable iManage integration +- Default: style changes are hidden for Side-by-Side + +**Bug fixes** + +- Fixed MSI patch version handling +- Fixed Draftable opening Word files at start of compare + + + + + +**Bug fixes** + +- Improved PowerPoint error handling (RPC retry) +- Fixed Word instance leak + + + + + +**App improvements and new features** + +- Can set default content/style changes for SBS +- Internal setting to remove iManage from input selector + + + + + +**Bug fixes** + +- Group Policy fix + + + + + +**Bug fixes** + +- Fixed error disabling PDF warning in Office in some scenarios + + + + + +**App improvements and new features** + +- Load files from iManage via right-click/context menu +- Native PowerPoint compare +- Progress bar now shown while loading comparison +- Viewer now supports "open link" features +- More error dialogs now include an option to export/send logs +- Error logs now include User Desktop settings +- Viewer now logs custom errors +- Added Repair Word Add-In option + + + + + +**Bug fixes** + +- Fixed error when Office is not installed + + + + + +**App improvements and new features** + +- Default types for save to iManage improved (DD-1013) +- Added double underline & strikethrough options for markup styling (DD-1045) + +**Bug fixes** + +- Various word integration cleanups +- Prevented double-click on redline side panel buttons +- App log now includes sentry & telemetry config info +- Error logs now record timezone at startup +- Fixed NullReferenceException in updater +- Refactored tasks to move PDF generation to progress window +- Improved default handling for redline settings +- Fixed Word Single Instance policy breaking OCR + + + + + +**App improvements and new features** + +- Improved default handling for redline settings + + + + + +**Bug fixes** + +- System.NullReferenceException in redline compare fixed + + + + + +**App improvements and new features** + +- Smarter default filenames for save to iManage +- File name sanitization for iManage +- Author (full/initials) now an option in settings +- "Email Comparison" window in Outlook now appears front-most +- Improved file name sanitization +- Document obfuscator feature and GPO to disable it + +**Bug fixes** + +- Fixed redline export error +- Fixed Tracked Changes output error +- Fixed overlong temp file path error +- Fixed interaction bug (Track Changes, PDF, third-party PDF software) +- Fixed Save to iManage "new version" cancel error + + + + + +**App improvements and new features** + +- OCR test added to system verification +- Switched to viewer 3.6.14 +- 15 min file load & compare timeout +- RedlineProfile now defaults to headers/footers ON + +**Bug fixes** + +- Compatibility option for security popup issue +- Single Word Application instance enforced (+ GPO) +- Refreshed runner pool on setting change +- Fixed document redline comparison bug +- Fixed OCR bug + + + + + +**App improvements and new features** + +- Viewer 3.6.13 +- Telemetry always logged locally (troubleshooting) +- Can select Changed Pages output for email export pre-document ready + +**Bug fixes** + +- Comparison Progress window bug (OCR step missing in some cases) fixed +- Office integration cleanups and fixes +- KOFAX compatibility improvements +- Exclude Draftable.Xml from obfuscation +- Minor algorithm cleanups/bugfixes +- Fixed error for side-by-side compare +- Viewer redline error fixes + + + + + +**App improvements and new features** + +- Blue Theme is now default +- All installers and Add-In included +- Teams can now manage profiles + + + + + +**App improvements and new features** + +- Increased memory limit for CompareRunner + +**Bug fixes** + +- Comments now display correctly in Redline +- iManage supports more than single preferred library database +- Word template issue fixed (Add-in/templates skipped on start) + + + + + +**Bug fixes** + +- Fixed fatal crash on upgrade +- Handles Word API TargetInvocationException +- Fixed Word Macro warning trigger + + + + + +**App improvements and new features** + +- Diagnostic tool issues now link to help articles + +**Bug fixes** + +- Fixed redundant registry read for PDF warning +- Word Options key now auto-created as needed +- Fixed OCR bugs +- Fixed Settings window hang on first open +- Fixed CompareSelector lag after closing +- Several algorithm improvements and cleanups + + + + + +**App improvements and new features** + +- Switched to viewer v3.6.12 + +**Bug Fixes** + +- Fixed onboarding stats step +- Normal.dotm Word popup workaround applied + + + + + +**App improvements and new features** + +- Comments compared: changes tracked, authors preserved +- Redline 'moves' improved: + - Groups consecutive moves + - Detects moves within same paragraph + - Handles paragraph splits/joins +- System Verification now upfront for user settings +- Added Draftable Pro KB links throughout +- Group Policy for iManage on-prem setup (Service URL, App ID) + +**Bug fixes** + +- [No bug list provided in this release] + + + + + +**Bug fixes** + +- OCR settings: now enabled when selected as 'automatic'/'always' +- Fixed Draftable.dotm creation error + + + + + +**App improvements and new features** + +- Show steps in comparison progress dialog improved +- Viewer updated to v3.6.11 + +**Bug fixes** + +- Fixed error running side-by-side compare with PDF/Word inputs +- Fixed override bug with Word settings +- Possible fix for Normal.dotm popups + + + + + +**App improvements and new features** + +- Steps now shown in progress dialog +- Improved telemetry + +**Bug fixes** + +- Fixed loading documents into new comparison window +- Potential fix for running non-English system comparisons + + + + + +**App improvements and new features** + +- Group Policy for Redline Profiles + +**Bug fixes** + +- Fixed error for free text input + + + + + +**App improvements and new features** + +- Added missing Group Policy Template for Draftable Pro +- Better handling for iManage on-premise +- Manages Word options to avoid default popups + + + + + +**App improvements and new features** + +- Release 'Changed pages only' feature to allow dynamic toggle of in viewer and export as PDF +- Improvements to iManage integration + + + + + +**App improvements and new features** + +- Added Profiles for Redline settings +- Released MS Word Add-In (automatically installed after starting the app) +- New Group Policy template for Draftable Pro + - With options to set iManage on-premise credentials +- Extension for existing Draftable Group Policy to set auto-updates on/off for per User & per-User MSI +- Native menu is now enabled for Redline output, with options to + - Start new comparison + - Open settings + - Close window +- Save File to iManage as new version + + **Bug fixes** + +- Various Redline algorithm bug fixes +- Bugfix for Comments + + + + + +**Bug Fixes** + +- Fix for Headers and Footers not being visible in side-by-side view for standard license + + + + + +**Bug fixes** + +- Updated default Move From and Move To text decoration + + + + + +**App improvements and new features** + +- Compare progress dialog with spinner  + - Gracefully dispose of cancel in-progress comparison +- Extend markup customization & add option for users to ignore moved text (show as insert / delete instead) +- Set default markup colours to align with word +- Allow users to save their preference to open or save when Word tracked changes output is selected +- Updated to Viewer 3.6.9 +- Speed improvements + - Generate preview pages of redline PDF while waiting for comparison to complete + - Maintain pool of compare runner processes + - Remove unnecessary preprocessing steps to speed up comparisons + + **Bug fixes** + +- Various bugs removed from Redline algorithm + + + + + +**Bugfixes** + +- Fix for issue preventing saving documents to iManage from the viewer right hand side panel + + + + + +**Bug fixes** + +- Bug fix for issue preventing select file from iManage + + + + + +**Bug fixes** + +- Compare Selector visible before accepting Terms & Conditions on fresh installation + + + + + +**App improvements and new features** + +- Fix a bug where some fonts (mostly Asian) were not loaded +- Support iManage on-premise +- Fix bug where file name was expanding the control instead of wrapping text +- Keep the launcher open after a comparison is created +- Introduce spinners in buttons for actions that might take time +- Show license key in settings window +- Change "Redline" label to "Redline (.pdf)" in comparison launcher +- Add an option for users to switch between word-level or character-level +- Telemetry improvements + - We're able to group actions that happened in context of a specific comparison + - Create id after file drop and not changing it until the comparison is triggered +- Prepopulate email body when emailing outputs +- Ship language specific fonts with desktop + + **Components** + +- Use viewer v3.6.8 with better handling of long list of changes handle language specific fonts + + **Bug fixes** + +- Various bugs removed from Redline algorithm + + + + + +**App improvements and new features** + +- Respect summary page setting when doing comparison with output set to Word Track Changes +- Redline comparison execution time improvements +- Introduce session concept to improve telemetry +- If a word or pdf document doesn’t have an author we’ll use the file owner + +**Redline compare algorithm improvements** + +- Improved support for headers and footers +- Maintain and merge comment threads +- Partial support for embedded objects +- VML textbox support +- Fixed several edge cases that cause false positives + + + + + +**App improvements and new features** + +- Support txt and txt blob +- Customize Track Changes Author +- New viewer v3.6.7-pre.3 +- UI fixes + +**Bug fixes** + +- Assertion Error in HandleInsert/HandleDelete +- Bug fixes in Redline compare algorithm + - Bookmarks + - Comments + - Header & footers + - Numbering + + + + + +**App improvements and new features** + +- UI improvements +- User statistics from Redline/Pro + + + + + +**App improvements and new features** + +- Option in Redline settings to keep comments in the Track Changes from one/both of the documents, or skip +- Compare Launcher will now be closed if the app is deactivated +- Settings window closed if the app is deactivated +- No dialog when Redline Markup Scheme not saved +- There should be no dialog when TC Compare is in progress and app was deactivated + +**Bugfixes** + +- Sentry log in File Explorer Integration & app shortcut launch +- Global Shortcut no longer freezes app + + + + + +**App improvements and new features** + +- Streamlined Redline compare workflow +- Word Track Changes support +- iManage integration +- OCR support +- Compare Selector and Settings UI improvements +- All new update and installer engines +- URL scheme improvements +- .draftable support introduced +- Draftable Pro mode now available +- Export/share via Outlook +- Viewer 3.6.7 + +**Dependencies update** + +- Viewer rendering engine +- CEF Sharp +- Moved from Microsoft.Toolkit to CommunityToolkit +- Other dependencies updated + +**Bugfixes** + +- Update process bugfixes + + \ No newline at end of file diff --git a/hc/en-us/articles/20876814164377-Side-by-Side-Document-Compare-Failure-in-Draftable-Business.mdx b/hc/en-us/articles/20876814164377-Side-by-Side-Document-Compare-Failure-in-Draftable-Business.mdx new file mode 100644 index 0000000..f2f4a37 --- /dev/null +++ b/hc/en-us/articles/20876814164377-Side-by-Side-Document-Compare-Failure-in-Draftable-Business.mdx @@ -0,0 +1,50 @@ +--- +title: "Side-by-Side Document Compare Failure in Draftable Business" +description: "If you are seeing this article, it is likely that Draftable Business has detected a failure in the side-by-side document comparison feature. There could be several causes for this issue, from permission-related problems to document corruption. Unfortunately, because this issue is complex and has various potential causes, an immediate solution may not be available for users to implement on their own." +--- + +## What's the issue? + +The side-by-side document compares feature in Draftable Business is a powerful tool that allows you to view differences between two versions of a document. + +However, due to the complex nature of the feature and the variety of document formats and settings it handles, issues may occasionally arise that prevent it from functioning as intended. These could be due to: + +1. **Permission Issues:** The application might not have the necessary permissions to access or modify the documents. +2. **Document Corruption:** The documents being compared may be corrupted or damaged, preventing the comparison from being completed. +3. **Software Bugs:** There may be unidentified bugs in our application causing the comparison to fail. + +## Here's the solution + +Given the potential complexity of the issue, the best course of action is to send logs from your application to our support team for analysis. Here's how you can do it: + + + +Navigate to the settings section of Draftable Desktop + + + + This can be done in various ways, either by clicking **settings** in the new comparison window or right-clicking the taskbar icon and selecting **settings.** See the examples below.  + + + ![](/images/draftable-business/image-19.png) + +
+ + ![](/images/draftable-business/image-20.png) + + + +Go to the **Troubleshooting** tab. + + + ![](/images/draftable-business/image-21.png) + + + +Select **Export Error Logs,** and send the output to our support team at [support@draftable.com](mailto:support@draftable.com) + + + + + +Sending these logs will provide our support team with detailed information about the actions leading up to the failure, which can help them identify and resolve the issue more effectively. \ No newline at end of file diff --git a/hc/en-us/articles/21436727062297-Changes-markup-theme-options-for-Draftable-Business.mdx b/hc/en-us/articles/21436727062297-Changes-markup-theme-options-for-Draftable-Business.mdx new file mode 100644 index 0000000..82d000f --- /dev/null +++ b/hc/en-us/articles/21436727062297-Changes-markup-theme-options-for-Draftable-Business.mdx @@ -0,0 +1,52 @@ +--- +title: "Changes markup theme options for Draftable Business" +description: "Draftable Business offers users the power to change the viewer markup theme option, to make comparisons look and feel closer to their tailored needs." +--- + +You can select the theme you wish to use in order to more easily read comparisons based on your preference. We currently offer two themes: + +1. Default theme: Deletions appear red, insertions are green, and moves are blue. +2. Legacy theme: Deletions appear red, insertions are blue, and moves are green. + +This article shows you how to change the currently active theme used for Draftable comparisons.  + +## How to change the current markup theme + +1. Firstly, we need to open the settings menu, this can be done in a few ways: + + + Open settings via the Taskbar + 1. Right-click the **Draftable** icon in the taskbar + 2. Select **Settings** as the 2nd option + + + ![](/images/draftable-business/image-14.png) + + + + Or, open the settings menu via the New Comparison Window + 1. Open the [New Comparison window](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + 2. Select **Settings** in the top right of the window + + + ![](/images/draftable-business/image-15.png) + + + + Once the settings menu is open, navigate to the **Side by Side** section  + + + ![](/images/draftable-business/image-16.png) + + + + Under **Viewer Options,** select the drop down box next to **Changes Markup** and select **Done** once you have finalized your choice. + + + ![](/images/draftable-business/image-17.png) + + + + Run a new comparison, and you will see your selected theme appear. + + \ No newline at end of file diff --git a/hc/en-us/articles/22088193885721-Performing-system-verification-in-Draftable-Legal.mdx b/hc/en-us/articles/22088193885721-Performing-system-verification-in-Draftable-Legal.mdx new file mode 100644 index 0000000..0ad3735 --- /dev/null +++ b/hc/en-us/articles/22088193885721-Performing-system-verification-in-Draftable-Legal.mdx @@ -0,0 +1,137 @@ +--- +title: "Performing system verification in Draftable Legal" +description: "To utilize all the features that Draftable Legal has to offer, the application will perform a system verification step upon its first use." +--- + + + +This process confirms the proper functioning of various features and their integration with your existing computer environment. Should any component fail during this verification, Draftable Legal will provide recommendations on how to rectify the failing component. + +However, if you ever need to manually perform this step, this article covers the process required to do so. + +## Opening the settings menu + +First, we need to open the settings menu to get access to the system verification button. 3 methods allow you to open the settings menu for Draftable Legal. + +### Open the settings menu via the taskbar + + +Right-click the **Draftable Legal** icon in the taskbar + + +Select **Settings** as the 2nd option + + Taskbar settings + + + +### Open the settings menu via the New Comparison Window + + +Open the [New Comparison window](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + + +Select **Settings** in the top right of the window + + Settings in New Comparison window + + + +Once you have opened the settings menu, you may proceed with the next step. + +## Performing system verification  + + +Once the settings menu is open, navigate to the **Troubleshooting** section. Then select **System Verification**. + + + System Verification + + + + The system verification process will begin, wait until the process is completed. There can be two outcomes. + + 1\. Draftable Legal has not detected any failed checks within your environment, which means that all features and integrations should work as expected. + + + System verification passed + + + 2\. There were environment checks that failed. + + If there are issues with your environment, they are indicated via the X mark next to the specific check, which contains additional information. + + + + System verification failed + + + +Clicking on the **question mark icons** will take you to a knowledge base article specific to that failed check. It is recommended that when you find failed checks, you always select **Export Logs** and send them to [support@draftable.com](mailto:support@draftable.com) so that we can further assist you with your specific error. + + +Next steps for each failed test: + +**Microsoft Windows**: Context menu supported +a) Ensure context menu support is enabled. + +**Microsoft Office**: Installation detected +a) Verify that the installation is detected (Office 2016 or later). + +**Microsoft Outlook**: Installation +a) Confirm that the Draftable tab appears in the Outlook menu ribbon. + +**Microsoft Word**: Add-in supported +a) Check if Add-in support is enabled by opening Microsoft Word. +b) Confirm that the Draftable tab is present in the Word menu ribbon. + +**Microsoft Word**: Settings configured +a) Confirm that settings are correctly configured by going to File > Options > Add-Ins in Microsoft Word. +b) Check if the Draftable add-in is listed and enabled. + +**Microsoft Word**: PDF to Office document conversion +a) Verify the PDF to Office document conversion capability by opening Microsoft Word. + +**Comparisons:** Side-by-Side (PDF) + + +Make sure that the documents you are attempting to compare are in a compatible PDF format + + +Confirm that the documents are not corrupted or password-protected, as these factors can affect the comparison process. + + +Check the file sizes of the documents, as excessively large files might encounter challenges during the comparison. + + +**Comparisons:** Side-by-Side (Office) + + +Make sure that the documents you are attempting to compare are in a compatible format such as Word, Excel or PowerPoint. + + +Confirm that the documents are not corrupted or password-protected, as these factors can affect the comparison process. + + +Check the file sizes of the documents, as excessively large files might encounter challenges during the comparison. + + +**Comparisons:** Redline + + +Verify that the documents have tracked changes enabled and are in a compatible format (such as Word documents). + + +For PDF generation, ensure that the original documents are in a supported format for conversion to PDF. + + +For PowerPoint comparisons, make sure the PowerPoint files are valid and in a format that can be processed by Draftable. + + +**For Optical Character Recognition (OCR)**: + +a) Ensure that Draftable is correctly installed, update to the latest version, and verify the compatibility of the scanned images or PDF files being used. + +Regardless if you experience any issues with your environment or Draftable Legal features not working, complete the system verification and then export the logs. + +Please send all the information to us via [support@draftable.com](mailto:support@draftable.com) \ No newline at end of file diff --git a/hc/en-us/articles/22361579075225-Explainer-Using-the-Obfuscator-feature-to-share-redacted-documents-with-Draftable-Support.mdx b/hc/en-us/articles/22361579075225-Explainer-Using-the-Obfuscator-feature-to-share-redacted-documents-with-Draftable-Support.mdx new file mode 100644 index 0000000..0ed6c00 --- /dev/null +++ b/hc/en-us/articles/22361579075225-Explainer-Using-the-Obfuscator-feature-to-share-redacted-documents-with-Draftable-Support.mdx @@ -0,0 +1,96 @@ +--- +title: "Explainer: Using the Obfuscator feature to share redacted documents with Draftable Support" +description: "If you are seeing this article, it is likely you've run into an error with Draftable Legal and have been asked to share 'obfuscated documents' with Draftable Support. This article outlines how the obfuscation process works to help you determine whether you want to proceed with sharing the documents with our Support team." +--- + + +## What's the issue? + +If a pair of documents fails to compare, the most efficient approach for our Support team to diagnose and troubleshoot the issue is to replicate the problem using the original files. This ensures we have identified the root cause properly and enables us to confirm any fixes work before asking you to update and retest.  + +Documents shared with Draftable remain strictly confidential. We are committed to never sharing your documents with third parties. However, we understand that for confidentiality reasons, you may still not be able to share your documents with us. + +In this case, our Document Obfuscator offers another solution: to scramble all information in the documents before providing them to our Support team. This aims to provide both benefits: faster issue resolution, while maintaining the confidentiality of your documents. + +## Here's the solution + +### Use the 'Document Obfuscator' to share anonymized documents  + +The 'Document Obfuscator' feature allows users to completely anonymize their documents before sharing them with the Draftable support team. The tool scrambles and replaces the actual content of user's documents to avoid sharing confidential information while maintaining the underlying structure of the document. Important note: the obfuscator feature *does not send the files to Draftable*. Users will be able to first save the obfuscated file and review the file before sharing with Draftable via email. Sharing obfuscated documents enables Draftable developers to rerun comparisons when attempting to fix the user issue. The result is faster issue diagnosis turnaround, and internal verification testing to take place before asking users to update and confirm errors are resolved. + + +Open Draftable Legal and click on **Settings** option in the top right corner + + + Settings option + + + +Go to the **Troubleshooting** tab and select the **'File Obfuscator'** action + + + Troubleshooting tab + + + +First you will get the below window pop up explaining what is happening. Click Yes here. + + + Obfuscator popup + + + +Browse to the file location of the first file on your computer and select the file and hit Open. + + + File browser + + + +Repeat step 4 with the second file. + + +You will then be asked to select a location to save the Zip file, which will contain the two files you have just selected, in the 'Obfuscated' form. + + +A new 'obfuscated' version of the file's will be created in the Zip file. Open the zip and extract the two files and run them through Draftable. This is to make sure the issue you encountered is still reproducible. + + +If the issue still occurs with the 'Obuscated' version of the files, please send them to support@draftable.com + + +## How it works + +The Document Obfuscator removes all sensitive data from your documents while maintaining the document structure. The table below describes the obfuscation method relevant to each document element: + +| **Element** | **Details** | +|:-|:-| +| Text | All text is replaced by a random text. (e.g. "the quick brown fox" -> "ani tkmlk ixrfw ssu"). This is an irreversible transformation. This applies to text in all parts of the document: body, headers, footers, footnotes, comments, etc. | +| Images | Images are replaced by black placeholder images with the same file format (e.g. jpeg, png) | +| Hyperlinks | All hyperlinks are redirected to [draftable.com](http://draftable.com/) | +| Tables | All table content is obfuscated, but the table dimensions (i.e. number of rows and columns) are preserved. | +| Comments | Comments text is scrambled, and the names of comment authors are anonymised. | +| Math | The text within mathematical expressions is obfuscated, but some mathematical symbols (e.g. sigma, the integral symbol) are not. | +| Metadata | All document metadata is removed (e.g., Author of file) | + +The following document information is NOT obfuscated: + +- Format / Styling: e.g., the font size, font family, font colour, indentation, etc. +- Bullets/Numbering: paragraphs will continue to be numbered sequentially +- Structure: e.g., the number of paragraphs, the number of rows/columns in a table, the position of a text box + +### Example of document BEFORE obfuscation + + + Document before obfuscation + + +### Example of document AFTER obfuscation + + + Document after obfuscation + + +## What if I don't obfuscate and share my documents? + +If users choose not to use the Document Obfuscator, the Draftable team will still work to resolve your issue. However, we may find the issue diagnosis requires more trial and error, with users asked to run tests, reproduce the error and share logs several times throughout the diagnosis stage. As we will not be able to test any potential fixes, we will also ask users to re-test the comparison to see if a fix has worked. Where this fails, further error log sharing will be required. This dependency on user testing always leads to slower issue resolution times and can be painful for users who are busy with more pressing tasks. \ No newline at end of file diff --git a/hc/en-us/articles/22425102143129-Silent-install-launch-options-for-Draftable-Legal.mdx b/hc/en-us/articles/22425102143129-Silent-install-launch-options-for-Draftable-Legal.mdx new file mode 100644 index 0000000..0db3e71 --- /dev/null +++ b/hc/en-us/articles/22425102143129-Silent-install-launch-options-for-Draftable-Legal.mdx @@ -0,0 +1,93 @@ +--- +title: "Silent install/launch options for Draftable Legal" +description: "This article is for system administrators who want to deploy the Draftable Legal application via a silent install method or want to configure Draftable Legal to start silently for users. This article discusses all the silent options available for Draftable Legal. " +--- + + + +## Installation  + +Various silent installation parameters are required to be parsed for the silent installation of Draftable Legal. These differ for each of the different installer types: + +### Default Installer  + +The silent install parameter `-s|--silent` is required for the default installer.  + +Hence an example of installing the default installer silently is: + +```bash +C:\Users\YourUsername\Documents\DraftableDesktopSetup.exe --silent +``` + +### Machine Wide MSI + +To install the Machine-wide MSI installer silently, use the `/quiet` command-line parameter. We have two examples that can apply to the machine-wide MSI.  + +#### Example 1: Install silently into a custom location + +```bash +msiexec /i DraftableSetupSystem.msi /quiet INSTALLDIR="C:\Apps\Draftable\Desktop" +``` + +#### Example 2: Install silently without a desktop shortcut + +```bash +msiexec /i DraftableSetupSystem.msi /quiet ADDLOCAL=DraftableDesktop, StartMenuShortcut +``` + +## Silent launch parameters  + +There are various ways to configure the launch behaviour for Draftable Legal.  + +### Within Draftable Legal settings  + +In the general settings, users can manually select how they wish for Draftable Legal to start by default. Under the **Startup** menu option, we see there are 3 options to select from. + + +![](/images/draftable-legal/image-246.png) + + +There are 3 options here: + +1. Start Automatically: This starts Draftable Legal when Windows launches, the New Comparison Window will be shown on the main desktop after Windows has been booted.  + +2. Not Start with Windows: Draftable Legal does not start at all, and the user will need to manually open the program.  + +3. Silent start: This is our silent option, it starts Draftable Legal in the background when Windows starts, but does not launch the New Comparison window.  + +### Group Policy option  + +You can configure the default behaviour for the Draftable Legal start option via Group Policy options, specifically the 'Launch Draftable Automatically when Windows Start' option. + + +![](/images/draftable-legal/image-247.png) + + +There are 3 options here: + +1. Start with Windows: This starts Draftable Legal when Windows launches. The New Comparison Window will be shown on the main desktop after Windows has started.  + +2. Not Start with Windows: Draftable Legal does not start at all, and the user will need to manually open the program.  + +3. Start application but without main screen: This is our silent option, it starts Draftable Legal in the background when Windows starts, but does not launch the New Comparison window.  + +Remember, you can always download the latest group policy templates [here](/hc/en-us/articles/28666057117721-Draftable-Legal-Group-Policy-Template-Files). + +### Registry setting + +The registry key that can be configured, to control whether Draftable Legal starts, when Windows starts, can be set in the below registry key. + +```bash +Key: HKCU:\Software\Draftable\Compare +Value name: startOnStartupOption +Value type: REG_SZ +Value data: +``` + +The `` value can be configured with 3 different options: + +1. **Start** - This starts Draftable Legal when Windows launches. The New Comparison Window will be shown on the main desktop after Windows has started.  + +2. **NotStart** \- Draftable Legal does not start at all, and the user will need to manually open the program.  + +3. **Silent** \- This is our silent option, it starts Draftable Legal in the background when Windows starts, but does not launch the New Comparison window. \ No newline at end of file diff --git a/hc/en-us/articles/22665341687705-Configuring-Redline-profiles-within-Group-Policy.mdx b/hc/en-us/articles/22665341687705-Configuring-Redline-profiles-within-Group-Policy.mdx new file mode 100644 index 0000000..6cff761 --- /dev/null +++ b/hc/en-us/articles/22665341687705-Configuring-Redline-profiles-within-Group-Policy.mdx @@ -0,0 +1,322 @@ +--- +title: "Configuring Redline profiles within Group Policy" +description: "This article is for system administrators who are interested in using Group Policy specifically to configure Redline comparison profiles settings for their users using Draftable Legal. This article will show the additional steps required in addition to Group Policy configuration in order to get this setting configured properly." +--- + + +## Setting up + +Ensure you have already followed the [Draftable Group Policy guide](/hc/en-us/articles/18763487262105-Configuring-settings-with-Group-Policy-Draftable-Legal) in respect to adding the templates for the group policy.  + +Open the Group Policy Editor (via Control Panel) + +After installing the group policy template you should see following policies in the **Draftable Legal** section: + + +![](/images/draftable-legal/image-225.png) + + +## Getting the profile JSON ready + +To pre-configure the Redline settings profiles within group policy, you must already have the JSON for profile ready to be added into the group policy setting. To get this, see the process below: + + +Go to the **Redline** section within the settings menu + + ![](/images/draftable-legal/image-226.png) + + + +Select **Add profile,** then give the profile a name and click **OK** + + ![](/images/draftable-legal/image-227.png) + + + +Start building the profile as required for your user by selecting the settings desired. Then once you have finished building the profile, export it by clicking on the option icon, and then selecting **export** + + ![](/images/draftable-legal/image-228.png) + + + ![](/images/draftable-legal/image-229.png) + + + +A new window will appear to save the profile to your desired location. Do so and select **save** + + ![](/images/draftable-legal/image-230.png) + + + +Navigate to where the JSON has been saved and access the file + + ![](/images/draftable-legal/image-231.png) + + + +This is your profile JSON data, and is required for your group policy Redline profile settings. When required, copy the entire JSON string and save it into your group policy, which is outlined in the next step. + +## Configuring Redline profiles within group policy + +There are a few components to the Redline profiles configuration in group policy. Configuring Redline profiles to be loaded for the user, team allocation for what profiles users can see and setting the default Redline profile used.  + +### Configuring the team name for user + +As an administrator, you can allocate a user to a *team* as a way to further distinguish what profiles they can use from the Redline settings configured by group policy. Mutliple team names can exist, which has the benefit of easily allocating which profiles are loaded for different groups of users. + +**Note:** This step is entirely optional, and only required if you wish for certain users to only use certain Redline profiles. + + +Using the Group policy editor of choice, navigate to the **Draftable Legal** policy templates + + ![](/images/draftable-legal/image-232.png) + + + +Double click on **User Team Name** + + ![](/images/draftable-legal/image-233.png) + + + +Enable the policy and set a string based name for the user in the **Set team name for the user** field. Alternatively, putting a wildcard **\*** for the user, will allow them to see all profiles from all teams. + + ![](/images/draftable-legal/image-234.png) + + + +Click **Apply** and then **OK** for the policy to take effect. + + +The user now has a team name allocated to their account via group policy. + +### Configuring the Redline profiles + +You can configure up to 10 Redline profiles that can be automatically loaded into your user machines. Here is how you configure the Redline profiles: + + +Using the Group policy editor of choice, navigate to the **Draftable Desktop Pro** policy templates + + ![](/images/draftable-legal/image-235.png) + + + + +Double click on the Redline setting profile you wish to configure + + ![](/images/draftable-legal/image-236.png) + + + +Enable the policy and paste the Redline profile JSON (that we created using the processed outlined earlier in this article) into the **Paste Redline Profile JSON here** field. + + ![](/images/draftable-legal/image-237.png) + + + +*Optionally:* you can enter the team name of the Redline setting profile, so that only users with that team name can see that profile. If you would like to do this, add the team name in the **Team name** field. + + ![](/images/draftable-legal/image-238.png) + + + +Click **Apply** and then **OK** for the policy to take effect. + + +Next time your user loads Draftable Legal, the Redline profiles configured in group policy will be loaded for the user to utilize. + +### Setting the default profile + +You can select the default Redline profile that is used when a user loads Draftable Legal. To do this follow the procedure below: + + +Using the Group policy editor of choice, navigate to the **Draftable Desktop Pro** policy templates + + ![]![](/images/draftable-legal/image-239.png) + + + +Double click on the **Redline Default Profile Name** policy + + ![](/images/draftable-legal/image-240.png) + + + +Enable the policy and enter the name of the profile you wish to load as default into the **Set default Redline Profile name** field. + **Note:** This is the name of profile you saved it as, not the name of the policy. + + ![](/images/draftable-legal/image-241.png) + + + +Click **Apply** and then **OK** for the policy to take effect. + + +Next time your user loads Draftable Legal, the selected default Redline profile policy will be loaded. + +## Configuring locking specific settings across all Profiles + +From v2.15.300, Draftable Legal allows administrators to override any Profile setting using a "Redline Settings Base Profile" in Group Policy. This is designed to allow some Profile settings (e.g. author of changes) to be kept consistent across all profiles while still allowing administrators and end user to create custom profiles by changes other 'unlocked' settings. This section outlines how administrators can lock specific Profile settings across all Profiles with this functionality. + +### Configuring and locking specific settings across all Profiles + + +The "Redline Settings Base Profile" policy looks the same as all other Redline profiles group policy items, but it has the additional configurable property called "Enforced" that can be added to the JSON string. + + Administrators can nominate keys (i.e. Redline settings) that are to be "Enforced" at the end of the profile JSON by listing them. This configures the setting using the key in the Redline profile value and locks this setting from end user configuration. Below is an example of the Redline profile JSON showing the **Enforced** key added for locking down settings. + +```json expandable + { + "Name": "My Profile", + "Version": 1, + "Created": "2024-05-27T11:46:13.6253904Z", + "Updated": "2024-05-27T11:46:13.6253904Z", + "CompareHeadersAndFooters": null, + "CompareBulletsAndNumberings": true, + "CompareTables": false, + "CompareImages": false, + "CompareTextBoxes": true, + "CompareHeaders": true, + "CompareFooters": true, + "CompareCoverPage": true, + "CompareHiddenText": false, + "CompareTablesOfContents": true, + "CompareWatermarks": true, + "CompareFootnotesAndEndnotes": true, + "StyleChangesEnabled": true, + "StyleChangeConfig": 3, + "CommentOption": 0, + "SmallChangesLevel": 0, + "CaseSensitivity": 0, + "DefaultAuthorOption": 1, + "DefaultAuthorCustomOptionValue": "Draftable", + "DefaultAuthorLauncherDropdownVisible": false, + "DefaultSummaryPagePosition": 0, + "DefaultTrackChangesBehaviour": 0, + "MovesEnabled": true, + "RedlineMarkupScheme": { + "TextDeletion": { + "Underline": 0, + "Strikethrough": 1, + "HighlightColour": null, + "TextColor": "181, 8, 46", + "WordApiTextDecoration": 4, + "WordApiTextColor": 6 + }, + "TextInsertion": { + "Underline": 1, + "Strikethrough": 0, + "HighlightColour": null, + "TextColor": "55, 110, 150", + "WordApiTextDecoration": 3, + "WordApiTextColor": 9 + }, + "TextMoveFrom": { + "Underline": 0, + "Strikethrough": 2, + "HighlightColour": null, + "TextColor": "44, 98, 52", + "WordApiTextDecoration": 6, + "WordApiTextColor": 11 + }, + "TextMoveTo": { + "Underline": 2, + "Strikethrough": 0, + "HighlightColour": null, + "TextColor": "44, 98, 52", + "WordApiTextDecoration": 5, + "WordApiTextColor": 11 + }, + "CellDelete": { + "HighlightColor": "252, 230, 244", + "WordApiCellColour": 0 + }, + "CellInsert": { + "HighlightColor": "225, 242, 250", + "WordApiCellColour": 2 + }, + "CellMerge": { + "HighlightColor": "252, 227, 208", + "WordApiCellColour": 4 + }, + "CellSplit": { + "HighlightColor": "254, 244, 222", + "WordApiCellColour": 1 + }, + "RevisedLine": { + "Mark": 0 + } + }, + "FilenameOutputFormat": "", + "Enforced": \[ + "RedlineMarkupScheme", + "CommentOption" + ] + } +``` + +As you can see above, the keys "CommentOption" and "RedlineMarkupScheme" are now enforced. + +For reference, the following keys can be set as enforced: + +```json expandable +"CompareHeadersAndFooters" +"CompareBulletsAndNumberings" +"CompareTables" +"CompareImages" +"CompareTextBoxes" +"CompareHeaders" +"CompareFooters" +"CompareCoverPage" +"CompareHiddenText" +"CompareTablesOfContents" +"CompareWatermarks" +"CompareFootnotesAndEndnotes" +"StyleChangesEnabled" +"StyleChangeConfig" +"CommentOption" +"SmallChangesLevel" +"CaseSensitivity" +"DefaultAuthorOption" +"DefaultAuthorLauncherDropdownVisible" +"DefaultSummaryPagePosition" +"DefaultTrackChangesBehaviour" +"MovesEnabled" +"RedlineMarkupScheme" +"FilenameOutputFormat" +``` + + +Using the information above, you can prepare your base profile JSON, and once you have your JSON profile ready, go to the Group Policy Editor and find the "Redline Settings Base Profile" item. + + ![](/images/draftable-legal/image-242.png) + + + +Within this policy, paste the entire JSON profile as a string, to use as a base template to add ***enforced*** Redline settings (i.e. to configure and lock the specific Redline setting across all profiles) + + ![](/images/draftable-legal/image-243.png) + + **Note:** Enforcing does not allow for a setting to be locked, while still being configurable across different profiles. The enforced setting will be the same for all Profiles and will be based on the "Redline Settings Base Profile" entered in the above policy. + + +### Disabling the Draftable Default profile  + +Administrators can disable the Draftable Default profile by using the policy 'Admin Base Profiles Only' policy.  + + +Open the Group Policy editor + + ![](/images/draftable-legal/image-244.png) + + + +Find the Admin Base Profiles Only policy + + ![](/images/draftable-legal/image-245.png) + + + +Set to **enabled** to remove the Draftable Default profile. Users will still be able to create new profiles but these will be based on the Admin profiles created, and they cannot import any user profiles. + + \ No newline at end of file diff --git a/hc/en-us/articles/22860371094681-Configuring-iManage-to-be-able-to-launch-comparisons-directly-from-within-iManage.mdx b/hc/en-us/articles/22860371094681-Configuring-iManage-to-be-able-to-launch-comparisons-directly-from-within-iManage.mdx new file mode 100644 index 0000000..392a6c5 --- /dev/null +++ b/hc/en-us/articles/22860371094681-Configuring-iManage-to-be-able-to-launch-comparisons-directly-from-within-iManage.mdx @@ -0,0 +1,362 @@ +--- +title: "Configuring iManage to be able to launch comparisons directly from within iManage" +description: "This article is intended for administrators who want to configure iManage with Draftable Legal to simplify document comparison by providing the ability to start comparisons directly from within iManage. " +--- + + + +This guide includes the process for both iManage cloud and on-premise, hence, both deployments of iManage are supported for this integration.  + +### Note regarding Machine Wide MSI installation for Draftable Legal and iManage integration + + +It is recommended that if are planning to use the Machine Wide MSI installer for your Draftable Legal installation, we highly recommend that you use the default install location if you also plan to integrate with iManage to reduce the likelihood of any issues during the integration process. + +## iManage Cloud configuration + +The iManage cloud configuration requires access to both Draftable Legal and an administrator-level  +(with access to control center) account for configuring Draftable within iManage.  + +### Configuring Draftable Legal + +Ensure you have logged into iManage on your Draftable Legal application. This depends on what version of **Draftable** you are using. If you are using Draftable version 25.9.300 or earlier, please follow the process below.  + + +Open the settings menu and navigate to the **integrations** section of the settings. + + + ![](/images/using-draftable-legal-with-iManage/image-58.png) + + + +Click the **Login** button, enter your credentials for your iManage account. It should display as *Connected as* with your correct account details if done correctly. + + + ![](/images/using-draftable-legal-with-iManage/image-59.png) + + + +If you're using Draftable version 25.10.000 or later, please see the following process:  + + +Open the settings menu and navigate to the **integrations** section of the settings. + + + ![](/images/using-draftable-legal-with-iManage/image-60.png) + + + +Enter your credentials for your iManage account (if they haven't already been configured by Group Policy) by clicking the arrow in the "Manage endpoints" section. + + + ![](/images/using-draftable-legal-with-iManage/image-61.png) + + + You can enter the endpoint name and the endpoint URL. This is important if you are using multiple tenancies. If you are using just the default cloud configuration, just ensure you enter: + +```bash +https://cloudimanage.com +``` + + + ![](/images/using-draftable-legal-with-iManage/image-62.png) + + + +Click the **Save.** It will now add that endpoint to the endpoint section. + + + ![](/images/using-draftable-legal-with-iManage/image-63.png) + + + +In the environment dropdown section, select the endpoint you want to connect to and click **Connect.** + + + ![](/images/using-draftable-legal-with-iManage/image-64.png) + + + +Connection is validated when the "Logout" button appears and the dropdown icon greys out. + + + ![](/images/using-draftable-legal-with-iManage/image-65.png) + + + +### Configuring iManage cloud  + +We need to complete a few steps in order to correctly integrate Draftable Legal in iManage, and also setup the context menus to allow your users to compare with Draftable within iManage cloud. + +**Note:** If you already have completed the application configuration within control center, and you want to setup context menus, you can skip to step 9. + + + +Login into iManage and navigate to **control center.** + + + ![](/images/using-draftable-legal-with-iManage/image-66.png) + + + +On the left hand menu bar, scroll until you see **settings,** then select **applications** + + + ![](/images/using-draftable-legal-with-iManage/image-67.png) + + + +On the top right-hand side, select **Add Application** + ![](/images/using-draftable-legal-with-iManage/image-68.png) + + +Search for **Draftable**, select the **Draftable** option, and then click **Authentication** + + + ![](/images/using-draftable-legal-with-iManage/image-69.png) + + + +Now we configure the application, in the authentication section ensure we have the following settings configured: + **Allow Refresh Token = Yes + Refresh Token Expiry = 365 + Access Token Expiry = 30** + + Once configured, select **Access.** + + + ![](/images/using-draftable-legal-with-iManage/image-70.png) + + + +In the "Access" window, ensure that **Allow access to** is set to **All Users.** Then click **Review.** + + + ![](/images/using-draftable-legal-with-iManage/image-71.png) + + + +In the "Settings" window, ensure that the **Draftable Communication Port** is set to **4764.** Then click **Review.** + + + **Note:** You can set this to a different value, however, this will require you to change the value on the client end as well via group policy. If you wish to change the port value, set it here within iManage to your desired value and also set the group policy for the Draftable communication port. For the group policy information please refer to [this article.](/hc/en-us/articles/18763487262105-Configuring-settings-with-Group-Policy-Draftable-Legal) + + + + ![](/images/using-draftable-legal-with-iManage/image-72.png) + + + +In the "Review" window, ensure that the information configured is correct, and then select **Finish.** + + + ![](/images/using-draftable-legal-with-iManage/image-73.png) + + + +Now that the application is configured, we need to set up the web client context menus. In the left-hand menu bar, scroll until you see **Work Clients,** then select **Web Client.** + + + ![](/images/using-draftable-legal-with-iManage/image-74.png) + + + +Within the web client section, select the **context menus** option to start editing the context menus. + + + ![](/images/using-draftable-legal-with-iManage/image-75.png) + + + +You will see two context menus, one for **Documents,** and another for **Versions.** We need to edit both in order to correctly configure. We will first configure **Documents.** + + + ![](/images/using-draftable-legal-with-iManage/image-76.png) + + + +We first need to remove any options for **Select for Compare**, by clicking the X next to it. Do so before continuing to the next step. + + + ![](/images/using-draftable-legal-with-iManage/image-77.png) + + + +Now click on the menu itself so it highlights, and at the bottom of the menu select **Add action.** + + + ![](/images/using-draftable-legal-with-iManage/image-78.png) + + + +Select the **Compare** menu item, to add it to the menu. Repeat this for **Compare Versions, 1-Click Compare** and **Compare with latest** items as well. + + + !![](/images/using-draftable-legal-with-iManage/image-79.png) + + + +Reorder the new menu option by selecting and dragging the **Compare** options to anywhere in your menu. See below for reference. + + + ![](/images/using-draftable-legal-with-iManage/image-80.png) + + + +That completes the context menu for the **Documents** context menu. Repeat steps 11 to 15 for the version's context menu. You should see a result similar to below. + + + ![](/images/using-draftable-legal-with-iManage/image-81.png) + + + +This completes the configuration for the setup for iManage on cloud. If you want to know how to use the feature itself, of launching Draftable from within iManage, please see [this article.](/hc/en-us/articles/22873285776409-Launching-comparisons-from-within-iManage)  + +## iManage On-Premise configuration + +The iManage on-premise configuration requires access to both Draftable Legal and an administrator-level (with access to control center) account for configuring Draftable within iManage on-premise.  + +### Configuring Draftable Legal + +Firstly we need to ensure that we are logging into our On-Premise iManage account. Navigate to the **Integrations** section of the settings menu and select **On-Premises.** The **Communication Port** and **Draftable App Id** are prefilled, so you only need to add the **Service URL** of your On-Premise iManage server.  + + +![](/images/using-draftable-legal-with-iManage/image-82.png) + + +Once you have done this, we can move to configuring iManage On-Premise. + +### Configuring iManage on-premises + + +Login into your iManage On-Premise server, and navigate to **control center.** + + + ![](/images/using-draftable-legal-with-iManage/image-83.png) + + + +On the left hand menu bar, scroll until you see **settings,** then select **applications.** + + + ![](/images/using-draftable-legal-with-iManage/image-84.png) + + + +On the top right-hand side, select **Add Application** + ![](/images/using-draftable-legal-with-iManage/image-85.png) + + +The following window will appear. Draftable now allows you to upload a package file, so we will select **Upload Package.** + + + ![](/images/using-draftable-legal-with-iManage/image-86.png) + + + +Navigate to the following location: + + ```bash + C:\Users\\AppData\Local\DraftableDesktop\app-Y.ZZ.XXX\Integrations + ``` + + Where `` is the name of your account on the local machine, and Y.ZZ.XXX is the version number of Draftable, see below for an example. + + + ![](/images/using-draftable-legal-with-iManage/image-87.png) + + Select the **Draftable\_for\_iManage.Zip** file and click **open.** + + +The following screen will appear. Since we added the package the information is prefilled. Click **Authentication.** + + + ![](/images/using-draftable-legal-with-iManage/image-88.png) + + + +Again the information is prefilled, except for **Allow Refresh Token,** ensure this is ticked as **Yes**. Then click **Access.** + + + ![](/images/using-draftable-legal-with-iManage/image-89.png) + + + +Again the information is prefilled, so just click **Settings.** + + + ![](/images/using-draftable-legal-with-iManage/image-90.png) + + + +Again the information is prefilled, so just click **Review.** + + + **Note:** You can set the Draftable Communication port to a different value, however, this will require you to change the value on the client end as well via group policy. If you wish to change the port value, set it here within iManage to your desired value and also set the group policy for the Draftable communication port. For the group policy information please refer to [this article.](/hc/en-us/articles/18763487262105-Configuring-settings-with-Group-Policy-Draftable-Legal) + + + + ![](/images/using-draftable-legal-with-iManage/image-91.png) + + + +Review the information to ensure everything appears to look right and then click **Finish.** + + + ![](/images/using-draftable-legal-with-iManage/image-92.png) + + + +Now that the application is configured, we need to set up the web client context menus. In the left-hand menu bar, scroll until you see **Work Clients,** then select **Web Client.** + + + ![](/images/using-draftable-legal-with-iManage/image-93.png) + + + +Within the web client section, select the **context menus** option to start editing the context menus. + You will see two context menus, one for **Documents,** and another for **Versions.** We need to edit both in order to correctly configure. We will first configure **Documents.** + + + + + ![](/images/using-draftable-legal-with-iManage/image-94.png) + + + +We first need to remove any options for **Select for Compare**, by clicking the X next to it. Do so before continuing to the next step. + + + ![](/images/using-draftable-legal-with-iManage/image-95.png) + + + +Now click on the menu itself so it highlights, and at the bottom of the menu select **Add action** + + + ![](/images/using-draftable-legal-with-iManage/image-96.png) + + + +Select the **Compare** menu item, to add it to the menu. Repeat this for **Compare Versions, 1-Click Compare** and **Compare with latest** items as well. + + + ![](/images/using-draftable-legal-with-iManage/image-97.png) + + + +Reorder the new menu option by selecting and dragging the **Compare** options to anywhere in your menu. See below for reference. + + + ![](/images/using-draftable-legal-with-iManage/image-98.png) + + + +That completes the context menu for the **Documents** context menu. Repeat steps 11 to 15 for the version's context menu. You should see a result similar to below. + + + ![](/images/using-draftable-legal-with-iManage/image-99.png) + + + +This completes the configuration for the setup for iManage on-premises. If you want to know how to use the feature itself, of launching Draftable from within iManage, please see [this article.](/hc/en-us/articles/22873285776409-Launching-comparisons-from-within-iManage) \ No newline at end of file diff --git a/hc/en-us/articles/22873285776409-Launching-comparisons-from-within-iManage.mdx b/hc/en-us/articles/22873285776409-Launching-comparisons-from-within-iManage.mdx new file mode 100644 index 0000000..c8bf19e --- /dev/null +++ b/hc/en-us/articles/22873285776409-Launching-comparisons-from-within-iManage.mdx @@ -0,0 +1,108 @@ +--- +title: "Launching comparisons from within iManage" +description: "We have built integration with iManage which allows you to launch comparisons directly into Draftable Legal from within iManage. This exciting feature streamlines your workflows, reducing the number of clicks required to get a comparison generated. " +--- + + + +This article will show you the various methods on how to launch a comparison from iManage to Draftable Legal.  + + +**Please note:** As referenced before this is an integration, meaning that iManage (either on-premise or cloud) has been correctly configured prior to following the steps in this article. If you have not done this, please [complete the configuration](/hc/en-us/articles/22860371094681-Configuring-iManage-to-be-able-to-launch-comparisons-directly-from-within-iManage) before returning to the launch steps in this article. + + +## How to launch comparisons directly from iManage + +There are a few methods to launch comparisons from iManage, either using the context menus or the toolbar within iManage. To ensure you are getting the absolute full usage of this feature, below outlines all the possible avenues of launching comparisons directly from iManage.  + +### Launching comparisons via the context menu  + + +Navigate to the desired matter which contains the desired files you want to compare. + + ![](/images/using-draftable-legal-with-iManage/image-139.png) + + + +Select a file, **right-click** it, and then select **Compare with Draftable.** + + ![](/images/using-draftable-legal-with-iManage/image-140.png) + + **Alternatively,** you can also select two files, **right-click** them, and then select **Compare with Draftable.** + + + **Note:** If you select 3 or more files, the Compare with Draftable context menu option will not be available. + + + + ![](/images/using-draftable-legal-with-iManage/image-141.png) + + + +Regardless of whether you selected 1 or 2 documents, Draftable Legal will load the New Comparison window with the selected documents, ready for you to **Compare.** + + + ![](/images/using-draftable-legal-with-iManage/image-142.png) + + + +### Launching a comparison via the toolbar menu option + + +Navigate to the desired matter which contains the desired files you want to compare. + + + ![](/images/using-draftable-legal-with-iManage/image-143.png) + + + +Select a file(s), then select the **Compare with Draftable** icon located in the toolbar. + + + **Note:** If you select 3 or more files, the Compare with Draftable toolbar menu option will not be available. + + + + ![](/images/using-draftable-legal-with-iManage/image-144.png) + + + +Regardless of whether you selected 1 or 2 documents, Draftable Legal will load the New Comparison window with the selected documents, ready for you to **Compare**. + + + ![](/images/using-draftable-legal-with-iManage/image-145.png) + + + +### Launching a comparison using a specific document version within the version tab + +If you want to compare a specific version of a document in iManage, you can by going to the versions tab.  + + +Select the file you want to compare the select the **versions** tab located on the right-hand side. + + + ![](/images/using-draftable-legal-with-iManage/image-146.png) + + + +In the versions tab, select and **right-click** the document you wish to compare by opening up the context menu. + + + ![](/images/using-draftable-legal-with-iManage/image-147.png) + + + +Select **Compare with Draftable** + + ![](/images/using-draftable-legal-with-iManage/image-148.png) + + + +Draftable Legal will load the New Comparison window with the selected document, ready for you to **Compare**. + + + ![](/images/using-draftable-legal-with-iManage/image-149.png) + + + \ No newline at end of file diff --git a/hc/en-us/articles/22985002379545-Release-notes-Draftable-Legal-v2-10-0-v2-10-7.mdx b/hc/en-us/articles/22985002379545-Release-notes-Draftable-Legal-v2-10-0-v2-10-7.mdx new file mode 100644 index 0000000..55245a7 --- /dev/null +++ b/hc/en-us/articles/22985002379545-Release-notes-Draftable-Legal-v2-10-0-v2-10-7.mdx @@ -0,0 +1,119 @@ +--- +title: "Release notes: Draftable Legal v2.10.0 - v2.10.7" +description: "We are excited to share our latest updates to Draftable Legal." +--- + + +Throughout August and early September, our priorities have been to: + +- [**Improve iManage workflows**](#improved-imanage-workflows) to enhance ease of use +- Add a [**comparison progress bar**](#comparison-progress-bar) to improve user experience +- Add **[compare and generate Powerpoint files](#compare-and-generate-powerpoint-files)** to our core comparison functionality +- **[Resolve software environmental issues](#strengthened-reliability)** to strengthen product reliability +- Provide **[new troubleshooting capabilities](#better-debugging-tools-to-speed-up-issue-resolution)** to improve deployment and issue support +- **[Update our color theme & license name](#a-new-blue-theme-to-align-ui-with-industry-norms)** to align UI with industry conventions + +You can read more about these features in the following sections. + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed this 2.10 release to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [support@draftable.com](mailto:upport@draftable.com) + +## Improved iManage workflows + +We are committed to ensuring our customers can use Draftable Legal wherever they need it. Thanks to excellent feedback from our customers we have been able to make several improvements to the iManage integration workflow available for Draftable Legal.   + +### Launch from iManage now available + +One of the most requested features we've had has been the ability for users to launch their comparisons from within iManage. We are pleased to share this feature is now available in both iManage Cloud and on-premise. There are two ways users can load files into Draftable. The first is by selecting the files and using the 'compare with Draftable' option (via the icon in their menu above the files). The second option allows user to select 'compare with Draftable' via right click. This feature works for selecting files and versions. Note: users will not be able to see 'Compare with Draftable' option if selecting three or more files. + +Customers will need to have their administrators set up the 'Compare with Draftable' in their iManage environment before it is available to use. **[Our team has prepared an administrator guide on setting up the 'launch from iManage' feature](/hc/en-us/articles/22860371094681-Configuring-iManage-to-be-able-to-launch-comparisons-directly-from-within-iManage), [which can be found here](/hc/en-us/articles/22860371094681-Configuring-iManage-to-be-able-to-launch-comparisons-directly-from-within-iManage).**   + +![iManage Compare with Draftable right click.png](/images/draftable-legal/image-200.png) + + +### File types and names correctly defaulting when saving to iManage + +Also included in the 2.10 releases were two smaller improvements to the 'save to iManage' workflow. + +Users will now have their **comparison outputs 'file name' (e.g. and 'file type' (e.g. DOC, PDF) pre-filled by default when saving to iManage**. This removes two previously required steps from the save to iManage workflow to save users time and effort. + +![Save to iManage (file type and name).png](/images/draftable-legal/image-201.png) + + + +## Comparison progress bar  + +We have heard from users that they would like to see the progress of comparisons in addition to the steps being completed (which were added in v2.9). In response, our algorithm team have developed a progress bar that links to actual steps in the compare. This provides for a much better experience while waiting for comparisons to complete. + +![Progress bar.png](/images/draftable-legal/image-202.png) + + + +In future, we plan to further enhance the waiting-for comparison experience by: + +- Providing users with estimates of the time the comparison will take to complete. +- Notifying users when a comparison is finished. + +The objective of this will be to allow users to continue working on other items while waiting for longer comparisons to complete.    + +## Compare and generate PowerPoint files  + +Draftable Legal now offers users the ability to run comparisons of PowerPoint files as 'Redline tracked changes (.pptx)'. This new comparison functionality, available from v2.10.8 onwards allows users to generate an output in MS PowerPoint with changes shown using the interactive review functionality provided by PowerPoint. + +### Running a PowerPoint compare with Draftable + +Running a PowerPoint comparison in Draftable is easy. Just load the ppt or pptx files into the New Comparison window and select the 'Redline Tracked Changes (.docx, .pptx)' comparison type from the drop-down menu. + +![PowerPoint Compare - New comparison window .png](/images/draftable-legal/image-203.png) + + + +### Reviewing and continuing work in PowerPoint + +After running the comparison, the new 'Redline Tracked Changes (..pptx)' comparison type from Draftable opens directly to PowerPoint. Once open, users can navigate changes using the review pane on the right hand side of their PowerPoint or by using the 'next' and 'previous' change options in the PowerPoint Ribbon menu. Changes can be accepted or rejected as with MS Word outputs.       + +![PowerPoint compare - output with Highlighted features.png](/images/draftable-legal/image-204.png) + + + + +## Strengthened reliability + +As an enterprise desktop product, Draftable must interact with a variety of third-party software. These include Windows, Word, File Explorer, Outlook, Adobe and a long tail of other less common software products that interact with documents on user's machines. Thanks to the great feedback from customers, we have been able to identify and resolve a range of customer-specific (i.e. environmental) issues associated with software settings and permissions. With these resolved, customers can be confident that Draftable will operate as expected in their environment, including with their unique Word templates and IT security settings. + +Specific fixes included in the 2.10 releases were: + +- Fixes for Comparison Progress window not including OCR step when comparison started really fast after dropping files +- Office integration cleanups and fixes by moving all P/Invoke code into NativeMethods class for Office +- Ensure the built-in Word PDF text converter is Kofax compatible +- Bugfix for issue selecting "Changed pages output" when exporting to email (was failing when document was not ready) +- Bugfix for side-by-side comparison error +- Bugfix for disabling the PDF warning in Office in some scenarios + +### Better debugging tools to speed up issue resolution + +Throughout the process of addressing these issues, we have also significantly improved our system verification (to identify bugs before customers need to run their comparisons). You can [**read more about this System Verification tool here**](/hc/en-us/articles/22088193885721-Performing-system-verification-in-Draftable-Legal). We have also improved our error logs to include more system information, meaning environmental issues are able to be resolved faster. + +![System verification.png](/images/draftable-legal/image-205.png) + + +Thanks to these efforts, our team is no longer seeing many environmental issues reported by customers. However, we remain committed to providing an exceptionally reliable product. If you encounter any issues with Draftable, please contact [support@draftable.com](mailto:support@draftable.com) + +## A new blue theme to align UI with industry norms + +You may have noticed a change in the look of Draftable! The 2.10 releases included a makeover of our website, product and knowledge base UI. Underpinning this change was a move toward using industry-standard "blue" for insertions, "red" for deletions and "green" for moved text. In making the change, we took the opportunity to revise our branding and product colours to a new midnight blue theme.   + +![New comparison window.png](/images/draftable-legal/image-206.png) + + + +![Viewer with new colours.png](/images/draftable-legal/image-207.png) + + + +![Website screenshot.png](/images/draftable-legal/image-208.png) + + diff --git a/hc/en-us/articles/23143479343257-My-Redline-tracked-changes-comparison-doesn-t-match-my-markup-schema.mdx b/hc/en-us/articles/23143479343257-My-Redline-tracked-changes-comparison-doesn-t-match-my-markup-schema.mdx new file mode 100644 index 0000000..5ca9bdd --- /dev/null +++ b/hc/en-us/articles/23143479343257-My-Redline-tracked-changes-comparison-doesn-t-match-my-markup-schema.mdx @@ -0,0 +1,64 @@ +--- +title: "My Redline tracked changes comparison doesn't match my markup schema" +description: "If you are visiting this article, you may have used the Redline Tracked Changes and noticed that when you viewed the tracked changes comparison in Microsoft Word, the markup colours you expected were not as was shown." +--- + + +This is a known interaction and this article explains what is happening and the workaround to update the colors for Redline tracked changes output. + +## What you might be seeing in your tracked changes output + +In Draftable Legal you select the colours chosen for the Redline Markup Schema, or at the very least, you are used to seeing the default red vs. blue text highlights for detections.  + +Then you load a Redline Tracked Changes comparison in Word and see something like the example below: + + + Redline tracked changes example + + +The colours may vary from the example shown above, but regardless it wasn't what you were expecting.  + +What happening here is that **Draftable does not manage the colours used in Redline Tracked Changes comparisons** shown in Word**.** This is actually **managed by Word** itself, and below is the workaround you can perform to get the colours you want in your Redline Tracked Changes comparisons.  + +## The workaround + +You can set the colours for Redline Tracked Changes to appear as the colours you like within Mircosoft Word itself. This is recommended if you using Redline with Tracked changes often.  + +Word automatically picks which colour represents each author (in this case being Draftable) and that colour might change when you reopen the document or someone else opens the document. + +To set these colours, here is what you need to do.  + + +Open Microsoft Word + + +Go to **Review,** and then select the small **Tracking Dialog Launcher** as shown in the image below: + + Tracking Dialog Launcher + + + +A new window will appear, and then select **Advanced Options**. + + Advanced Options + + + +The Advanced Track Changes window will open. You may notice that the colors for insertions and deletions are set to **By Author,** this is what we need to change. With the drop-down for the colours, choose and select the colours you wish to use for insertions and deletions. + + Advanced Track Changes window + + + +Change the colours to your desired selection, then click **OK** at the bottom of the window. + + Color selection + + + +If you re-open your comparison, your selected colours should now apply for your Redline Tracked changes. + + Redline with selected colors + + + \ No newline at end of file diff --git a/hc/en-us/articles/24481421270425-Guide-for-iManage-Cloud-integration-with-Draftable-Legal.mdx b/hc/en-us/articles/24481421270425-Guide-for-iManage-Cloud-integration-with-Draftable-Legal.mdx new file mode 100644 index 0000000..75dede7 --- /dev/null +++ b/hc/en-us/articles/24481421270425-Guide-for-iManage-Cloud-integration-with-Draftable-Legal.mdx @@ -0,0 +1,283 @@ +--- +title: "Guide for iManage Cloud integration with Draftable Legal" +description: "Draftable Legal allows you to integrate your iManage Cloud solution with Draftable Legal itself. This article will provide a step-by-step guide on how to set up this integration by first configuring Draftable Legal for iManage, and then completing the iManage-specific integration in control center. Additionally, there is information for Draftable Legal configuration in conjunction with group policy. " +--- + + + + +**Please note:** This is a technical integration guide written for administrator-level users. This is **not a guide** for **using iManage with Draftable Legal,** if you are looking for information on how to use iManage with Draftable Legal, please [visit this article instead](/hc/en-us/articles/16549583625241-iManage-Integration-with-Draftable-Legal). + + +**Video Resource:** For a comprehensive understanding of iManage deployment via cloud, we offer our specially crafted explainer video, accessible [via this link.](/hc/en-us/articles/27926349740825-iManage-Cloud-Integration-with-Draftable-Legal) + +### Note regarding Machine Wide MSI installation for Draftable Legal and iManage integration + +It is recommended that if are planning to use the Machine Wide MSI installer for your Draftable Legal installation, we highly recommend that you use the default install location if you also plan to integrate with iManage to reduce the likelihood of any issues during the integration process. + + +## Configure Draftable Legal within iManage Cloud Control Center + +There are two distinct steps for Draftable iManage configuration, first we need to setup the integration within iManage itself (Control Centre), and then we need to set up the Draftable application configuration to log us into iManage.  + +### Configuring iManage Cloud + +1. We need to first complete a few steps in order to correctly integrate Draftable Legal in iManage, and also setup the context menus to allow your users to compare with Draftable within iManage cloud.  + **PLEASE READ AND FOLLOW THESE STEPS CAREFULLY** + + + +Login into iManage and navigate to **control center.** + + + ![](/images/using-draftable-legal-with-iManage/image-31.png) + + + +On the left hand menu bar, scroll until you see **settings,** then select **applications** + + + ![](/images/using-draftable-legal-with-iManage/image-32.png) + + + +On the top right-hand side, select **Add Application** + + + ![](/images/using-draftable-legal-with-iManage/image-33.png) + + + + Search for **Draftable**, select the **Draftable** option, and then click **Authentication** + + + ![](/images/using-draftable-legal-with-iManage/image-34.png) + + + +Now we configure the application, in the authentication section, ensure we have the following settings configured: + + +**Allow Refresh Token = Yes - (PLEASE ENSURE YOU SELECT THIS AS 'YES') + Refresh Token Expiry = 365 + Access Token Expiry = 30** + + Once configured, select **Access.** + + + ![](/images/using-draftable-legal-with-iManage/image-35.png) + + + +In the "Access" window, ensure that **Allow access to** is set to **All Users.** Then click **Review.** + + + ![](/images/using-draftable-legal-with-iManage/image-36.png) + + + +In the "Settings" window, ensure that the **Draftable Communication Port** is set to **4764.** Then click **Review.** + + + **Note:** You can set this to a different value; however, this will require you to change the value on the client end as well via group policy. If you wish to change the port value, set it here within iManage to your desired value and also set the group policy for the Draftable communication port. For the group policy information, please refer to [this article.](/hc/en-us/articles/18763487262105-Configuring-settings-with-Group-Policy-Draftable-Legal) + + + + ![](/images/using-draftable-legal-with-iManage/image-37.png) + + + +In the "Review" window, ensure that the information configured is correct, and then select **Finish.** + + + ![](/images/using-draftable-legal-with-iManage/image-38.png) + + + +Now that the application is configured, we need to set up the web client context menus. In the left-hand menu bar, scroll until you see **Work Clients,** then select **Web Client.** + + + ![](/images/using-draftable-legal-with-iManage/image-39.png) + + + +Within the web client section, select the **context menus** option to start editing the context menus. + + + ![](/images/using-draftable-legal-with-iManage/image-40.png) + + + +You will see two context menus, one for **Documents** and another for **Versions.** We need to edit both in order to correctly configure. We will first configure **Documents.** + + + ![](/images/using-draftable-legal-with-iManage/image-41.png) + + + +We first need to remove any options for **Select for Compare**, by clicking the X next to it. Do so before continuing to the next step. + + + ![](/images/using-draftable-legal-with-iManage/image-42.png) + + + +Now click on the menu itself so it highlights, and at the bottom of the menu select **Add action.** + + + ![](/images/using-draftable-legal-with-iManage/image-43.png) + + + +Select the **Compare** menu item, to add it to the menu. Repeat this for **Compare Versions, 1-Click Compare** and **Compare with latest** items as well. + + + ![](/images/using-draftable-legal-with-iManage/image-44.png) + + + +Reorder the new menu option by selecting and dragging the **Compare** options to anywhere in your menu. See below for reference. + + + ![](/images/using-draftable-legal-with-iManage/image-45.png) + + + +That completes the context menu for the **Documents** context menu. Repeat steps 11 to 15 for the version's context menu. You should see a result similar to below. + + + ![](/images/using-draftable-legal-with-iManage/image-46.png) + + + +This completes the configuration for the setup for iManage on cloud. If you want to know how to use the feature itself, of launching Draftable from within iManage, please see [this article.](/hc/en-us/articles/22873285776409-Launching-comparisons-from-within-iManage) + + +### Configuring Draftable Legal + +Now we need to ensure that we are logging into our on-premises iManage account. Navigate to the **Integrations** section of the settings menu. + +Depending on what version of Draftable you are using, there are two different procedures you need to follow depending on the version. + +### If you are using Draftable v25.9.300 or earlier: + +Now we need to ensure that we are logging into our cloud iManage account. Navigate to the **Integrations** section of the settings menu and select **cloud.**  + +Ensure you have logged into iManage on your Draftable Legal application. This can be done following the process below.  + + +Open the settings menu and navigate to the **integrations** section of the settings. + + + ![](/images/using-draftable-legal-with-iManage/image-47.png) + + + +Click the **Login** button, and enter your credentials for your iManage account. It should display as *Connected as* with your correct account details if done correctly. + + + ![](/images/using-draftable-legal-with-iManage/image-48.png) + + + +That concludes the iManage configuration process between Draftable Legal and cloud iManage. + +### If you are using Draftable v25.10.000 or later + + +Open the settings menu and navigate to the **integrations** section of the settings. + + + ![](/images/using-draftable-legal-with-iManage/image-49.png) + + + +Enter your credentials for your iManage account (if they haven't already been configured by Group Policy) by clicking the arrow in the "Manage endpoints" section. + + + ![](/images/using-draftable-legal-with-iManage/image-50.png) + + + You can enter the endpoint name and the endpoint URL. This is important if you are using multiple tenancies. + + + ![](/images/using-draftable-legal-with-iManage/image-51.png) + + + +Click the **Save.** It will now add that endpoint to the endpoint section. + + + ![](/images/using-draftable-legal-with-iManage/image-52.png) + + + +In the environment dropdown section, select the endpoint you want to connect to and click **Connect.** + + + ![](/images/using-draftable-legal-with-iManage/image-53.png) + + + +Connection is validated when the "Logout" button appears and the dropdown icon greys out. + + + ![](/images/using-draftable-legal-with-iManage/image-54.png) + + + +That concludes the iManage configuration process between Draftable Legal and cloud iManage. + +### iManage integration configuration via group policy + +You can also configure the integration configuration step shown at the start of the guide above via group policy for convenience to deploy across multiple user accounts.  + +Depending on what version of Draftable you are using, there are two different procedures you need to follow depending on the version. + +### If you are using Draftable v25.9.300 or earlier: + +The three configurable fields for iManage cloud integration with Draftable are the, **Enable iManage integration on Behalf of users,** **Service URL** and **Draftable App ID (or Client ID).** + +The On Premise GPO options will also work for cloud as long as the service URL is entered the same as the cloud URL. + +You can configure this via group policy and follow the steps shown in [this article.](/hc/en-us/articles/18763487262105-Configuring-settings-with-Group-Policy-Draftable-Legal) The image below shows what these group policy settings are. + + +![](/images/using-draftable-legal-with-iManage/image-55.png) + + +### If you are using Draftable v25.10.000 or later + +The two configurable fields for iManage cloud integration with Draftable are the, **Enable iManage integration on Behalf of users,** and **iManage endpoints (CSV).**  + +The first **Enable iManage integration on Behalf of users,** is just a Binary field that enables the integration for users. + + +![](/images/using-draftable-legal-with-iManage/image-56.png) + + +The other policy that needs configuring is **iManage endpoints (CSV).** + + +![](/images/using-draftable-legal-with-iManage/image-57.png) + + +To configure this field, ensure you provide valid URLs, separated by a ";" and a space. For example: + +```bash +https://draftable.com; https://newcompany.com; https://test_domain.com +``` + +If you need to configure just for normal iManage cloud (and not on-premises), just ensure you enter: + +```bash +https://cloudimanage.com +``` + + +**Note:** The first URL provided will be the default one that is selected by Draftable. + + +## Having issues with integration?  + +Please get in touch with our support team at [support@draftable.com] please include all information regarding your configuration including screenshots and logs from Draftable in your reply. \ No newline at end of file diff --git a/hc/en-us/articles/24732245077401-Most-common-Draftable-Legal-registry-configurations.mdx b/hc/en-us/articles/24732245077401-Most-common-Draftable-Legal-registry-configurations.mdx new file mode 100644 index 0000000..b168d2c --- /dev/null +++ b/hc/en-us/articles/24732245077401-Most-common-Draftable-Legal-registry-configurations.mdx @@ -0,0 +1,279 @@ +--- +title: "Most common Draftable Legal registry configurations" +description: "This is an article intended for administrator level users, who wish to make certain configurations to the registry of user computers, to set values directly to the registry. This is an alternative method of Draftable legal user machine configuration as opposed to using something like group policy." +--- + + +## Registry configurations + +Below are a series of different registry configurations you can use to set user machine values directly for Draftable legal. They are grouped by the category of settings/configuration each registry key belongs to. + +**Please note**: By default Draftable will prioritize registry keys set in the "CURRENT\_USER" registry folders, and will then prioritize "LOCAL\_MACHINE" registry keys if keys are not found in "CURRENT\_USER". This will apply to users wanting to use "LOCAL\_MACHINE" to apply keys, so they do not have to configure each different individual user account. + + +Please **be aware,** that if you wish to set the registry keys in the "LOCAL\_MACHINE" section, the location slightly differs from the "CURRENT\_USER" location, as it's not mirrored. Hence, the default location for Draftable registry keys in "LOCAL\_MACHINE" is HKLM:\\Software\\Policies\\Draftable\\ + +Hence, **do not use** HKLM:\\Software\\Draftable\\ for "LOCAL\_MACHINE" registry configurations. + +### Installation configurations + +#### Draftable startup when Windows starts + +This registry key is used to control what type of startup occurs if Draftable starts up when Windows boots. + +```bash +Key: HKCU:\Software\Draftable\Compare +Value name: StartOnStartupOption +Value type: REG_SZ +Value data: +``` +The value **``** can be set to the following values: + +- Silent: Starts silently in the background, no user prompt is given. +- Start: Starts and opens a New Comparison window when Windows starts. +- NotStart: Will not start Draftable, when Windows starts. + +#### Send telemetry data + +By default the Draftable application will send telemetry data to us for diagnostic purposes. It is not required to be enabled for the function of Draftable, and this setting controls whether it is enabled or not. + +```bash +Key: HKCU:\Software\Policies\Draftable\Compare +Value name: SendStatistics +Value type: REG_DWORD +Value data: +``` +The value **``** can be set to either **1** for enabled, or **0** for disabled. + +#### Word Add-in + +You can set whether the Word add-in is enabled, and by extension, to be installed into Microsoft Word for use with Draftable. + +```bash +Key: HKCU:\Software\Draftable\Feature +Value name: WordVstoAddInEnabled +Value type: REG_DWORD +Value data: +``` +The value **``** can be set to either **1** for enabled, or **0** for disabled. + +#### Outlook Add-in + +You can set whether the Outlook add-in is enabled, and by extension, to be installed into Microsoft Outlook for use with Draftable. + +```bash +Key: HKCU:\Software\Draftable\Feature +Value name: OutlookVstoAddInEnabledSetting +Value type: REG_DWORD +Value data: +``` +The value **``** can be set to either **1** for enabled, or **0** for disabled. + +### General settings + +#### Conversion engine type + +You can set the default conversion engine used in Draftable Legal. + +```bash +Key: HKCU:\Software\Draftable\Compare +Value name: DocxConversionEngine +Value type: REG_SZ +Value data: +``` + +Where the **Value data** can be set to 'Internal' for the Draftable engine or 'Office' for the Microsoft Word engine. + +#### Disable the option to send obfuscated documents  + +You can set the overall behaviour in Draftable Legal to prevent any obfuscated documents from being sent, which also includes the option to send obfuscated documents in the error message. + +```bash +Key: HKCU:\Software\Draftable\Compare +Value name: NeverShareObfuscatedDocuments +Value type: REG_DWORD +Value data: +``` +The value **``** can be set to either **1** for enabled (do not send obfuscated documents) or **0** for disabled (to allow sending of obfuscated documents). + +#### Enable "Preview" options in the settings menu + +You can set the "Preview" settings in Draftable Legal to be enabled, by changing the below setting. + +```bash +Key: HKCU:\Software\Draftable\Feature +Value name: PreviewSettingsEnabled +Value type: REG_DWORD +Value data: +``` +The value **``** can be set to either **1** for enabled (Preview settings enabled) or **0** for disabled (Preview settings hidden). + +### DMS configurations + +#### Enabling/Disabling iManage integration + +This registry key is used to set the status of iManage integration to be enabled or disabled by default. + +```bash +Key: HKCU:\Software\Draftable\Feature +Value name: DmsEnabled +Value type: REG_DWORD +Value data: +``` + +The value **``** can be set to either **1** for enabled, or **0** for disabled. + +#### iManage On-Premises configuration + +This registry key is used to set the client id, server URL and communication port for On-Premises iManage configuration. + +```bash +Key: HKCU:\Software\Draftable\Feature +Value name: ImanageOnPremisesClientId +Value type: REG_SZ +Value data: + +Key: HKCU:\Software\Draftable\Feature +Value name: ImanageOnPremisesServerUrl +Value type: REG_SZ +Value data: + +Key: HKCU:\Software\Draftable\Feature +Value name: ImanageCommunicationPort +Value type: REG_SZ +Value data: +``` +The value **``** is the value of the client ID for Draftable to be used in iManage. + +The value **``** is the value of the server URL for Draftable to be used in iManage. + +The value **``** is the value of the set port number to be used for Draftable communication with iManage. + +#### Enabling/Disabling SharePoint integration + +This registry key is used to set the status of SharePoint integration to be enabled or disabled by default. + +```bash +Key: HKCU:\Software\Draftable\Feature +Value name: SharePointEnabled +Value type: REG_DWORD +Value data: +``` + +The value **`** can be set to either **1** for enabled, or **0** for disabled. + +#### Enabling/Disabling NetDocs integration + +This registry key is used to set the status of NetDocs integration to be enabled or disabled by default. + +```bash +Key: HKCU:\Software\Draftable\Feature +Value name: IsNetDocsEnabled +Value type: REG_DWORD +Value data: +``` + +The value **``** can be set to either **1** for enabled, or **0** for disabled. + +#### Enabling/Disabling iManage Persistent Session + +This registry key is used to control whether login details are retained on the end user's machine. Useful to **disable** when troubleshooting iManage connection issues between Draftable and iManage. + +```bash +Key: HKCU:\Software\Draftable\Feature +Value name: ImanagePersistentSessionEnabled +Value type: REG_DWORD +Value data: +``` + +The value **``** can be set to either **1** for enabled, or **0** for disabled. If you are having issues with connections, its recommended you set this key to 0, restart your computer and try iManage connection again (it will prompt you to login).  + +### Side by side comparison configurations + +#### Header and footer detection + +This registry key is used to specify whether header and footer detection is enabled for side by side comparisons. + +```bash +Key: HKCU:\Software\Draftable\Feature +Value name: HeaderFooterEnabled +Value type: REG_DWORD +Value data: +``` + +The value **``** can be set to either **1** for enabled, or **0** for disabled. + +### Redline comparison configurations + +#### Redline default profile name + +This registry key is used to specify the default Redline profile to be used on Draftable startup. + +```bash +Key: HKLM:\Software\Policies\Draftable\RedlineProfiles +Value name: DefaultProfileName +Value type: REG_SZ +Value data: +``` + +The value **``** is to be set to the exact name of the Redline profile to be loaded, it is case sensitive. + +#### Redline profiles + +These registry keys named AdminRedlineProfile is used to specify the Redline profile JSON data to be loaded for Redline profiles, which stipulate the settings to be loaded for Redline comparisons. + +The **value names** are labeled in ascending order from AdminRedlineProfile, AdminRedlineProfile1, AdminRedlineProfile2, and so forth up until AdminRedlineProfile9. This provides 10 total profiles that can be set. + +```bash +Key: HKCU:\Software\Draftable\RedlineProfiles +Value name: AdminRedlineProfiles +Value type: REG_SZ +Value data: +``` + +The value data to be entered is a JSON response with all the Redline profile information. You can read more about [Redline profiles here.](/hc/en-us/articles/19002240548249-Managing-profiles-for-Redline-settings) + +#### OCR detection default setting + +You can set the default value for OCR detection for documents being compared. + +```bash +Key: HKCU:\Software\Draftable\Feature +Value name: DefaultOcrOption +Value type: REG_SZ +Value data: +``` + +Where the **Value data** could be either:  + +- Auto - Automatically performs OCR when Draftable detects that the document requires OCR. +- Yes - Will always perform an OCR on the document +- No - Never performs an OCR on the document. + +#### OCR detection per comparison setting + +You can set the default behavior for OCR setting for comparisons to be shown and settable in the new comparison window for each comparison. + +```bash +Key: HKCU:\Software\Draftable\Feature +Value name: OcrSelectorOptionsVisible +Value type: REG_DWORD +Value data: +``` + +Where the **Value data** could be either 1 for enabled or 0 for disabled.  + +### Diagnostic configurations + +#### Single instance of Word used during Draftable usage + +This registry key is used to set as part of a configuration to only let Draftable use a single instance of word at a time for file conversion. Is is intended as a fix for those using macros within the normal dotm file types for comparisons. + +```bash +Key: HKCU:\Software\Draftable\Compare +Value name: WordApplicationInstancePolicy +Value type: REG_SZ +Value data: SingleInstance +``` + +Setting **Value data** to "SingleInstance" will enable this feature. \ No newline at end of file diff --git a/hc/en-us/articles/24732284708377-Draftable-Legal-Outlook-add-In.mdx b/hc/en-us/articles/24732284708377-Draftable-Legal-Outlook-add-In.mdx new file mode 100644 index 0000000..34bcb27 --- /dev/null +++ b/hc/en-us/articles/24732284708377-Draftable-Legal-Outlook-add-In.mdx @@ -0,0 +1,58 @@ +--- +title: "Draftable Legal Outlook add-In" +description: "The Draftable Legal outlook Add-in is a powerful addition to your Microsoft Outlook application, as it speeds up the workflows for comparing not only documents from emails, but also text found in said emails.

This article provides a guide on how to use these features, for both the **compare** option and **compare text** option which differ in feature usage." +--- + +## Where do I find the Draftable Add-in within Outlook? + +Open any email that you wish to compare with the documents attached or the text itself within the email. Below is an example email used to show how this process is done.  + + +![](/images/using-draftable-legal-outlook/image-1.png) + + +Note the **Draftable** toolbar item at the top of Outlook as highlight below. Select **Draftable** to open this toolbar item. + + +![](/images/using-draftable-legal-outlook/image-2.png) + + +Now you will be presented with two icons, one for **Compare** and another for **Compare text.** **Compare** allows you to select documents attached in the email for compare, whilst **Compare text** allows you to highlight text within the email to directly add to the New Comparison window for text compare. + + +![](/images/using-draftable-legal-outlook/image-3.png) + + +## Using the Compare option + +If you wish to compare documents that are attached in your email, in the Draftable tab select **Compare.** + + +![](/images/using-draftable-legal-outlook/image-4.png) + + +You will be presented with a new window which requests you to select two files from the list of attachments on the email. Select the files you wish to compare then click **Select.** + + +![](/images/using-draftable-legal-outlook/image-5.png) + + +The New Comparison window will open showing the selected documents chosen in the last step. Simply hit **Compare** to compare these documents. + + +![](/images/using-draftable-legal-outlook/image-6.png) + + +## Using the Compare text option + +If you wish to compare text from within an email, first highlight the text within the email you want to add to the comparison and then select **Compare text.** In the below example, the text "This is a Test email" has been highlighted. + + +![](/images/using-draftable-legal-outlook/image-7.png) + + +The New Comparison window will open with the selected text from the email added to one of the text/document selection windows, as shown below. + + +![](/images/using-draftable-legal-outlook/image-8.png) + diff --git a/hc/en-us/articles/24732304932249-iManage-Document-version-control-with-Draftable-Legal.mdx b/hc/en-us/articles/24732304932249-iManage-Document-version-control-with-Draftable-Legal.mdx new file mode 100644 index 0000000..8923221 --- /dev/null +++ b/hc/en-us/articles/24732304932249-iManage-Document-version-control-with-Draftable-Legal.mdx @@ -0,0 +1,36 @@ +--- +title: "iManage Document version control with Draftable Legal" +description: "Loading different file versions from the iManage UI can be slow and tedious. To help make this easier, once a file is loaded in Draftable, users can use “Select Version” to quickly see a list of file versions in iManage. Users can change the version loaded, or select another version of the same file to use in their comparison." +--- + + + +This article aims to provide how to do this for your iManage documents that have multiple versions. + +## How to access document version control + +First in the New Comparison window, load a document that contains multiple version from iManage. This can be first done by selecting **iManage** from the document selection window, and selecting the appropriate document. + + +![](/images/using-draftable-legal-with-iManage/image-135.png) + + +Once the document is loaded, you will see the **Select Version** option underneath the file name. Select this text to control the version of the document needed for compare. + + +![](/images/using-draftable-legal-with-iManage/image-136.png) + + +A new window will appear offering the option to **Select up to two files.** + + +![](/images/using-draftable-legal-with-iManage/image-137.png) + + +Here you can change the version of the document you have selected or pick the two versions you wish to compare. + +Now both version documents are loaded and ready for compare. All you need to do now is hit **Compare** to compare both versions of the document. + + +![](/images/using-draftable-legal-with-iManage/image-138.png) + \ No newline at end of file diff --git a/hc/en-us/articles/24732362072473-How-to-select-from-recently-used-documents.mdx b/hc/en-us/articles/24732362072473-How-to-select-from-recently-used-documents.mdx new file mode 100644 index 0000000..6348fc5 --- /dev/null +++ b/hc/en-us/articles/24732362072473-How-to-select-from-recently-used-documents.mdx @@ -0,0 +1,28 @@ +--- +title: "How to select from recently used documents" +description: "Draftable Legal now includes the option to be able to use recently selected documents for comparison, conveniently from within the New Comparison window. This allows you to quickly re-compare your recently used documents without having the hassle of navigating to the document location within file explorer." +--- + +This article aims to guide you on how to use this feature. + +## Selecting recently used documents for comparison + +Ensure you have the New Comparison window open. If you look at the comparison selection boxes you will note there is now a new option in the top right corner called **Recent** which is a drop down box selection button. + + +![](/images/using-draftable-recently-used-docs/image-1.png) + + +**Selecting** this option will provide a drop down list of all the recent documents you have used to compare and provides time information of how long ago you used that document. + + +![](/images/using-draftable-recently-used-docs/image-2.png) + + +Selecting the documents from this list will automatically load them into the selection boxes without the need of having to find these documents again. + + +![](/images/using-draftable-recently-used-docs/image-3.png) + + + diff --git a/hc/en-us/articles/24732520158617-How-to-enable-iManage-logging-Diagnostics.mdx b/hc/en-us/articles/24732520158617-How-to-enable-iManage-logging-Diagnostics.mdx new file mode 100644 index 0000000..a770a02 --- /dev/null +++ b/hc/en-us/articles/24732520158617-How-to-enable-iManage-logging-Diagnostics.mdx @@ -0,0 +1,51 @@ +--- +title: "How to enable iManage logging (Diagnostics)" +description: "You may be experiencing issues with iManage and Draftable, and as a way to further investigate issues, there is a setting within Draftable Legal to capture logs for iManage specifically." +--- + + +This article provides the method for how to activate this logging feature so that additional iManage diagnostic log files can be captured. + +## How to enable the iManage logging option + +Firstly, we need to open the settings menu, this can be done in a few ways: +1. Open settings via the Taskbar + + + Right-click the **Draftable** icon in the taskbar + + + Select **Settings** as the 2nd option + + + ![](/images/using-draftable-legal-with-iManage/image-121.png) + + + +2. Or, open the settings menu via the New Comparison Window + + + Open the [New Comparison window](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + + + Select **Settings** in the top right of the window + + ![](/images/using-draftable-legal-with-iManage/image-122.png) + + + +Once the settings menu is open navigate to the **Integrations** section. Here you can access the **Enable extra logging for iManage integration.** + + +![](/images/using-draftable-legal-with-iManage/image-123.png) + + +Select this menu option as highlighted below if you require additional logging for iManage integration to be enabled. + + +![](/images/using-draftable-legal-with-iManage/image-124.png) + + +If you have a persisting iManage issue, and you have ensured that iManage logging is enabled, we recommend you reproduce the issue, and then export the Draftable logs.  + +This can be found in the **Troubleshooting** section where you will export a zip file of all the logs, and we then recommend you email these logs to us at [support@draftable.com] where we will investigate your issue further from there. \ No newline at end of file diff --git a/hc/en-us/articles/24778013095193-Release-notes-Draftable-Legal-v2-10-8-v2-11.mdx b/hc/en-us/articles/24778013095193-Release-notes-Draftable-Legal-v2-10-8-v2-11.mdx new file mode 100644 index 0000000..bb9f5eb --- /dev/null +++ b/hc/en-us/articles/24778013095193-Release-notes-Draftable-Legal-v2-10-8-v2-11.mdx @@ -0,0 +1,237 @@ +--- +title: "Release notes: Draftable Legal v2.10.8 - v2.11" +description: "We are excited to share our latest updates to Draftable Legal." +--- + + + + +Throughout September-October, we focused on developing the following features and functionalities to Draftable Legal: + +- Select input files from the list of recent documents, improving workflow efficiency +- Keep input files in the launcher after running a comparison to improve user experience +- Outlook add-in, enabling single ‘click’ comparisons of text and files attached to emails +- Further improvements to iManage integration based on customer feedback +- Improvements to SharePoint integration +- Upgrades to the side-by-side viewer for ease of document review and collaboration +- Support for Rich Text Files (.rtf) +- Further improvements to enhance issue reporting and diagnosis + +You can read more about these features in the following sections. + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed this 2.11 release to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [support@draftable.com](mailto:support@draftable.com). + +## Select input files from the list of recent documents + +One of our design goals for Draftable Legal is to give users the fastest comparison workflows possible. With that in mind, in version 2.11 users now can select input files from a list of files they have previously compared in Draftable. This includes files saved locally or in a users’ DMS (e.g. iManage). This feature allows users to save valuable time retrieving those documents where they need them for a new comparison. Where files are stored in iManage, users will see the document and version ID displayed in the list to help identify the right file to select. + +The list of recently compared files can be accessed by ‘clicking’ “Recent” in the launcher. For the files to appear in the list of “Recent” files, they need to have been previously “Compared” (i.e., if files were uploaded to the launcher, but the user did not proceed with comparing them, these files will not be added to the “Recent” list). + +![](/images/draftable-legal/image-169.png) + +## Keep input files in the launcher after running a comparison + +This new feature is also developed in line with permitting our users to work faster. From our conversations with users, we have learnt that when running comparisons, some of them prefer if the files that they uploaded for the most recent comparison stayed in the launcher, so that they can be re-used for subsequent comparisons. Draftable v2.11 allows users to enable this feature (by unticking “Clean up input files” box in the ‘General’ settings menu) and choose if they want input files kept in the launcher or cleaned up after each comparison. + +We made this feature optional, as everyone have different ways that they prefer to work in – so each user can choose what works best for themselves when using Draftable Legal. + +![](/images/draftable-legal/image-170.png) + + + +![](/images/draftable-legal/image-171.png) + +## A new and improved Outlook add-in + +We are committed to ensuring Draftable works where you do. For some lawyers, Outlook is the centre of their workflows. So we’ve made a number of significant updates to our Outlook Add-in to make it easy to start a comparison from within Outlook. + +### Getting started: The new Outlook add-in will automatically be available on update + +The first improvement we’ve made is to remove the need for customers to self-install their Outlook add-in. From now on, once you have updated Draftable Legal to v2.11 or later, the new Draftable add-in will automatically be installed in Outlook and will be available in the ribbon menu. It will auto-update if any future changes are made. Just be sure to restart Outlook before looking for the newest features! + +![](/images/draftable-legal/image-172.png) + +### Comparing attachments from emails + +Need to be able to compare email attachments directly from Outlook? No problem! The new Draftable Outlook add-in allows you to do exactly that – either through the new “Compare attachments” button in Outlook ribbon or via a ‘right click’. This function will provide users with additional paths to upload documents for comparison in the launcher (in addition to the previously available ‘drag & drop’ method). + +*Option 1 – “Compare attachments” button* + +You can use the ‘compare attachments’ button when selecting either individual attachments or by a whole email (this option will load all files attached to the email). + +![](/images/draftable-legal/image-173.png) + +*Option 2 – ‘Right click’* + +You can also load attachments to Draftable by right clicking and selecting the option “Add to compare”. + +![](/images/draftable-legal/image-174.png) + +When there are more than two documents attached to an email or selecting with right click, by ‘clicking’ “Compare attachments” you will be able to see all files in a selection menu (pictured). Customers can then choose the files they wish to compare. + +![](/images/draftable-legal/image-175.png) + +### Compare email text from emails + +We know users often need to compare text in emails. While Draftable already supported free text comparisons, as a bonus, we wanted our Outlook add-in to make this possible with less ‘clicks’. To compare free text in Outlook, users can now highlight the relevant text for comparison and ‘click’ “Compare text” button in Draftable add-in – the text will be added to the input field in the launcher and ready for compare. This function will save users ‘Copying’ and ‘Pasting’ the text, offering a more efficient way to add free text to comparison. + +In upcoming releases, we plan on expanding this feature to our Word add-in, to allow easier comparison of text in Word files. + +## Improvements to iManage integration + +Thanks to the detailed feedback received from our customers, we have been able to make several workflow improvements to our iManage integrations. + +### Load both input files from iManage from the New Comparison window in a single go + +In the previous version of Draftable, when uploading both input files from iManage from the New Comparison window, users were required to select the first input file by clicking “From iManage” and adding one file, and then they were required to repeat the same process for the second input file. From v2.11, users will be able select two iManage documents or two versions of a document to be uploaded as two input files in the launcher in one go (meaning that they do not need to repeat select “From iManage” process for the second file). + +![](/images/draftable-legal/image-176.png) + + + +![](/images/draftable-legal/image-177.png) + + + +![](/images/draftable-legal/image-178.png) + +### New commands for faster selection of input file versions within iManage + +Loading files from iManage can be annoying and time consuming. Our customers need a product that is easy to use, runs comparisons with minimal input so their time is devoted to more important tasks. That's why we've added two new commands within iManage that make it faster and easier to select input files for comparison. Users starting their comparison within iManage now have the following new file loading options: + +#### Compare versions + +Users can now select a file or file version and use the new “Compare versions” option to immediately open the Draftable version selector menu. This immediately shows a list of all versions of the selected iManage file. You can select up to two version(s) to load for comparison. *Note, where only two versions of the file exist Draftable will simply load both versions for comparison rather than showing the version selection menu*. + +![](/images/draftable-legal/image-179.png) + + + +![](/images/draftable-legal/image-180.png) + +#### Compare with latest + +Sometimes users just need to compare the two most recent version of a selected file version quickly. To make this easy, Draftable can now ‘smart select’ the next latest version available for comparison using the “Compare with latest” option within iManage. + +Hitting "Compare with latest" when selecting a file (not file version) will result in Draftable loading the two most recent versions of the file into the New Comparison Window. If you have selected a specific file version you want to compare, Draftable will load that version, along with either the most recent (i.e. newest) version or the 'next most recent' version if you have selected the newest version already. + +For example, if a file has four versions (V1-V4), selecting “V4” will result in “V3” and “V4” automatically being loaded into the New Comparison Window. In the same example, selecting “V2” and using 'Compare with latest' will load “V2” and “V4”). Of course, if users find that the versions are loaded that they are not the ones they need to compare, they can use the new 'select version' command within Draftable to open a list of all versions and change the input files (see below).  + +![](/images/draftable-legal/image-181.png) + + +![](/images/draftable-legal/image-182.png) + +### Enable users to see a list of iManage file versions to change version or choose a second version for comparison + +Finding the file version you need within the iManage Work UI can be slow and tedious. To help make this easier, once a file is loaded in Draftable, users can use “Select Version” to quickly see a list of file versions in iManage. Users can change the version loaded, or select another version of the same file to use in their comparison. + +![](/images/draftable-legal/image-183.png) + + + +![](/images/draftable-legal/image-184.png) + +### Display iManage document number and version reference details in Draftable UI and outputs + +In some matters, there are so many file versions, it can be hard to keep track of which one you are comparing. To help with this, from v2.11 Draftable will display the document ID and version number in the New Comparison window. The document ID and version number will also be displayed in the name of the comparison output file when iManage files are compared. + +![](/images/draftable-legal/image-185.png) + + + +![](/images/draftable-legal/image-186.png) + +### Show iManage document number and version reference details in the comparison summary + + Similar to the feature above, based on the customer feedback, the document number and version reference from iManage will now be included in the comparison summary page. + +![](/images/draftable-legal/image-187.png) + +### Directly save Redline ‘Word with Tracked Changes’ output into iManage  + +Users can now save time by saving 'Redline Tracked Changes' comparison outputs directly to iManage as new files without first saving to their local computer.  + +![](/images/draftable-legal/image-188.png) + + +![](/images/draftable-legal/image-189.png) + +## Improvements to SharePoint integration + +### Launch comparisons from SharePoint Online with the new Draftable App + +While Draftable has previously supported loading locally synced SharePoint files, customers have been asking for the ability to load files from their Sharepoint Online (i.e. files from SharePoint accessible only through web browsers). With the release of the new Draftable App for SharePoint (available from v2.11.300), users can now load files (including versions of files) and launch a comparison from SharePoint Online through their web browser. + +The Draftable App adds two command options, "Compare" and "Compare version(s)" in both the ribbon menu (first picture) and the right click menu (second picture).  The "Compare" command will load the selected file into the New Comparison Window. The "Compare Version(s)" command will load a window which shows the version history of your file, and allows users to select up to two versions for comparison (third picture).  + +### ![](/images/draftable-legal/image-190.png) + +### ![](/images/draftable-legal/image-191.png) + + +![](/images/draftable-legal/image-192.png) + +### Word add-in now supports loading remote files from SharePoint + +As part of our commitment to reducing time to compare, our Word add in now supports loading files that are saved to SharePoint. Previously these files were required to be saved locally before they could be loaded via our Word Add-in.    + +## Upgraded side-by-side viewer experience + +### Tagging and adding custom notes (annotating changes) + +One of our product goals is to make it easier to complete a review of changes within Draftable and share feedback with colleagues. From v2.11, the side-by-side viewer includes the option to tag changes to assign priority and indicate where further action is required (“High Priority”, “Low Priority”, “Action Required”, “No Action Required” or “Needs Review”). Customers will also be able to annotate changes in their comparison output by including custom entry “notes”. This improvement will be particularly useful when users are reviewing large documents where they first need to review the scope of the changes and take notes of high versus low priority changes before they proceed with a more detailed review addressing the changes. + +![](/images/draftable-legal/image-193.png) + +### Interactive filtering of changes in the document + +Once users added tags and / or notes to the changes, they are be able to filter the change list to only show those with specific tags or those that have (or do not have) notes added to them. This helps users categorise changes and focus their attention on the most relevant changes and enable a more efficient document review. + +![](/images/draftable-legal/image-194.png) + +The new “Filters” feature in v2.11 replaced the “Visible Categories” feature from previous versions of Draftable. However, the users will not miss any previously offered functionality and will be able to configure the comparison output (e.g. selecting if and what style changes should be reflected) through the “Filters” menu. + +![](/images/draftable-legal/image-195.png) + +### Exporting the changes list to share with colleagues + +To further enhance the value of reviewing comparisons in Draftable, users can now easily a list of changes along with their tags and notes to colleagues for review. From v2.11, Draftable Legal provides for the ability to export the list of changes from a side-by-side comparison output. Customer can ‘copy’ the change list to clipboard (either as a filtered version or in full) and ‘paste’ it in a table format in emails or other documents. The table of exported changes includes all tags and notes left on changes to allow easier collaboration between colleagues. Filtering the list enables users to choose to share only changes that are most important (e.g. share changes marked with “Needs Review” tags). + +In future updates, we will add the ability to export a list of changes as a .csv file. + +![](/images/draftable-legal/image-196.png) + + + +![](/images/draftable-legal/image-197.png) + +## Comparison of Rich Text Files (.rtf) is now supported + +We constantly review and improve core capabilities to ensure that the key types of files used by our customers are supported for comparison with Draftable. In response to customer feedback, we have added RTF files to the list of input file types that we support. + +## Further improvements to enhance issue reporting and diagnosis + +Last, but not least, we continue improving quality of the technical support that we offer to our customers. As part of this, we have developed new capabilities to facilitate error reporting and diagnosing. + +### Document Obfuscator + + We appreciate that privacy and security concerns are paramount for our customers. The new document obfuscator feature enables our customers to anonymise documents so that they can be shared with us to facilitate support in the case when customers experience issues with comparing certain files. Document obfuscation will completely anonymise content of a file, but will keep the structure of that file, permitting us to faster diagnose issues. This new feature can be found in ‘Troubleshooting’ section of the ‘Settings’ menu. + +![](/images/draftable-legal/image-198.png) + +You can see below for an example of the same document pre- and post- obfuscation. Given that obfuscation is randomly generated, the obfuscated file will not be able to be ‘deciphered’, so none of private information contained in the original file will be available in the obfuscated file. To learn more about the document obfuscator, [see our Knowledge Base article here](/hc/en-us/articles/22361579075225-Explainer-Using-the-Obfuscator-feature-to-share-redacted-documents-with-Draftable-Support). + +![](/images/draftable-legal/image-199.png) + +### Option to turn on iManage logs + +To enhance customer support with queries related to iManage integration with Draftable, we now support the ability to ‘turn on’ additional logs to provide information on customer’s iManage settings. Should you have any issues with setting up iManage integration, please contact [support@draftable.com](mailto:support@draftable.com) and our team will advise you how to enable iManage logs. + +### Allow customers to configure error messages to direct to internal IT Support + +We heard from several customers with internal IT support teams that they wanted Draftable to direct end users experiencing issues to reach out to internal IT support rather than go directly to Draftable. From version 2.11.1, Draftable Legal now enables administrators to configure error messages via Group Policy. Customers can customise the support contact details in the Draftable UI error messages, enabling system administrators to include details of their internal IT support team (instead of Draftable Support). Contact details for Draftable Support remains the default option, but administrators can now configure this via Group Policy. For more information on this configuration see the [knowledge base article on configuring Group Policy.](/hc/en-us/articles/18763487262105-Configuring-settings-with-Group-Policy-Draftable-Legal) \ No newline at end of file diff --git a/hc/en-us/articles/25263246813337-How-to-retrieve-error-logs-from-Draftable-Legal.mdx b/hc/en-us/articles/25263246813337-How-to-retrieve-error-logs-from-Draftable-Legal.mdx new file mode 100644 index 0000000..a5d9ad4 --- /dev/null +++ b/hc/en-us/articles/25263246813337-How-to-retrieve-error-logs-from-Draftable-Legal.mdx @@ -0,0 +1,31 @@ +--- +title: "How to retrieve error logs from Draftable Legal" +description: "If you are experiencing issues with Draftable Legal, you can always retrieve error logs that can be used for support diagnosis. This article outlines how to retrieve these log files so that you can send them to our support team for further investigation." +--- + + +## Exporting the error logs + + +Open the settings menu by selecting **settings** in the New Comparison window + + Settings menu + + + +Once the settings menu is open, navigate to the **Troubleshooting tab** and select the **Export Error Logs** option. + + Export Error Logs + + + +Save the error log Zip file to a location on your PC + + Save error log + + + +Once you have exported the logs, attach them to an email (or existing email) and send them to [support@draftable.com](mailto:support@draftable.com). + + +If you have any issues with the above process and cannot export the logs, get in touch with us at [support@draftable.com](mailto:support@draftable.com) \ No newline at end of file diff --git a/hc/en-us/articles/25268314116249-Sending-SharePoint-Web-Extension-Logs.mdx b/hc/en-us/articles/25268314116249-Sending-SharePoint-Web-Extension-Logs.mdx new file mode 100644 index 0000000..c4b99e9 --- /dev/null +++ b/hc/en-us/articles/25268314116249-Sending-SharePoint-Web-Extension-Logs.mdx @@ -0,0 +1,20 @@ +--- +title: "Sending SharePoint Web Extension Logs" +description: "If you are seeing this article, it is likely you've run into an error when trying to use the Draftable App for SharePoint Online and have been asked to 'email logs' to Draftable Support. This article briefly explains what the emails logs button will do to help you determine whether you want to proceed with sharing the logs with our Support team." +--- + + + +## What's the issue? + +Sometimes our Draftable App for SharePoint may fail to work as intended. This is often due to incorrect configuration (settings) due to fact that we were not able to anticipate your unique IT environment (e.g. interactions with other software, limitations for security reasons). These are often unique to your organization.   + +## The solution + +Clicking the 'email logs' button allows users to easily share a report of the error encountered with the Draftable support team. The tool does not share your documents with Draftable. + +## How it works + +- **What happens when I click the button?** The "Email Logs" button will automatically generate an email with as much of the extensions logs as possible within the email limitations. +- **How does it work?** It uses the "mailto: link" protocol. +- **Will it work with my default email?** The button should trigger a draft email in your default email handler on your windows system. \ No newline at end of file diff --git a/hc/en-us/articles/25442111938585-Connecting-your-Sharepoint-account-with-Draftable-Legal.mdx b/hc/en-us/articles/25442111938585-Connecting-your-Sharepoint-account-with-Draftable-Legal.mdx new file mode 100644 index 0000000..161198a --- /dev/null +++ b/hc/en-us/articles/25442111938585-Connecting-your-Sharepoint-account-with-Draftable-Legal.mdx @@ -0,0 +1,37 @@ +--- +title: "Connecting your Sharepoint account with Draftable Legal" +description: "SharePoint is a document and email management software for professionals. You can connect your SharePoint account to Draftable Legal. In this article, we will guide end users through the process of connecting SharePoint accounts to Draftable Legal." +--- + +This is required to use the SharePoint Add-in extension (i.e. loading files from your SharePoint online web browser). To use the add-in, you will also need to have your system administrator set up the extension. + +**Video Resource:** For a comprehensive understanding of Draftable deployment with Sharepoint, we offer our specially crafted explainer video, accessible [via this link.](/hc/en-us/articles/27926669420825-SharePoint-Integration-with-Draftable-Legal) + +## Connecting your SharePoint account to Draftable Legal + + + +Open the **Draftable Desktop (New Comparison Window)** and select the **'settings'** in the top right corner + + +![](/images/using-draftable-legal-with-sharePoint/image-30.png) + + + +In settings, go to the **Integrations** tab, and under SharePoint click **Enable SharePoint** + + +![](/images/using-draftable-legal-with-sharePoint/image-31.png) + + + +In the **Microsoft sign in** screen, **select an account** to authorize connection + + +![](/images/using-draftable-legal-with-sharePoint/image-32.png) + + + +Your SharePoint integration should now be enabled + + diff --git a/hc/en-us/articles/25571809846297-Configuring-Sharepoint-Online-to-launch-directly-into-Draftable.mdx b/hc/en-us/articles/25571809846297-Configuring-Sharepoint-Online-to-launch-directly-into-Draftable.mdx new file mode 100644 index 0000000..55b133c --- /dev/null +++ b/hc/en-us/articles/25571809846297-Configuring-Sharepoint-Online-to-launch-directly-into-Draftable.mdx @@ -0,0 +1,97 @@ +--- +title: "Configuring Sharepoint Online to launch directly into Draftable" +description: "This article is intended for administrators who want to configure SharePoint Online with Draftable Legal to simplify document comparison by providing the ability to start comparisons directly from within SharePoint Online (accessed via web browser)." +--- + +The Draftable App for SharePoint Online requires access to both Draftable Legal and an **administrator-level account for configuring Draftable within** your **SharePoint Admin Center**. + + +Note, once the Draftable App for SharePoint is enabled, API access for the following needs to be approved: + +- Microsoft Graph, Directory.Read.All +- Microsoft Graph, Files.Read.All +- Microsoft Graph, User.Read + +This is covered in the second section of this guide. + + +**Video Resource:** For a comprehensive understanding of configuring SharePoint to launch directly into Draftable, we offer our specially crafted explainer video, accessible [via this link.](/hc/en-us/articles/27924970143385-Configuring-SharePoint-to-Launch-Directly-into-Draftable-Legal) + +## Enabling SharePoint App + + + +Login into your SharePoint Admin Center and navigate to **More features then select Open under Apps** + + +![](/images/using-draftable-legal-with-sharePoint/image-22.png) + + + +Click **Upload** + + +![](/images/using-draftable-legal-with-sharePoint/image-23.png) + + + +**Navigate to the location below,** select the **"draftable-sharepoint-extension.sppkg"** file and click **open**. + +```bash +C:\Users\\AppData\Local\DraftableDesktop\current\Integrations +``` + + +![](/images/using-draftable-legal-with-sharePoint/image-24.png) + + + +Select **Enable app** + + +![](/images/using-draftable-legal-with-sharePoint/image-25.png) + + + + +## Approving Draftable App access to APIs + + + +Draftable needs approval to access the graph API proceed to the API access page by clicking **Go to API access page** + + +![](/images/using-draftable-legal-with-sharePoint/image-26.png) + + + +Under pending requests approve each of the following individual permissions: *Directory.Read.All, Files.Read.All, User.Read*, by clicking **Approve.** + + +![](/images/using-draftable-legal-with-sharePoint/image-27.png) + + + +Click **Approve** again in the confirmation modal. + + +**Note:** You will need to repeat the above steps for each permission. + + + +![](/images/using-draftable-legal-with-sharePoint/image-28.png) + + + + +## Confirm permissions have been approved + + + +Confirm that the permissions have been approved by viewing each permission has now been moved to ***Approved requests*** + + +![](/images/using-draftable-legal-with-sharePoint/image-29.png) + + + diff --git a/hc/en-us/articles/25960764447385-Set-up-guide-for-Draftable-Legal-integration-with-Netdocuments.mdx b/hc/en-us/articles/25960764447385-Set-up-guide-for-Draftable-Legal-integration-with-Netdocuments.mdx new file mode 100644 index 0000000..e28d636 --- /dev/null +++ b/hc/en-us/articles/25960764447385-Set-up-guide-for-Draftable-Legal-integration-with-Netdocuments.mdx @@ -0,0 +1,68 @@ +--- +title: "Set up guide for Draftable Legal integration with Netdocuments" +description: "Draftable Legal allows you to integrate your Netdocuments account. This allows users to easily load input files from, and save comparison outputs to Netdocuments. This article will provide a step-by-step guide on how to set up this integration by adding Draftable Legal external applications for Netdocuments in the Admin Console." +--- + + +**Please note:** This is a technical integration guide written for administrator-level users. This is **not a guide** for **using Netdocuments with Draftable Legal,** if you are looking for information on how to use Netdocuments with Draftable Legal, please **visit this article instead**. + + +**Video Resource:** For a comprehensive understanding of configuring Netdocuments to work with Draftable Legal, we offer our specially crafted explainer video, accessible [via this link.](/hc/en-us/articles/27924867840537-Configuring-NetDocuments-with-Draftable-as-an-External-Application) + +## Add Draftable Legal Apps within Netdocuments Vault Admin Console + + + +Go to **Netdocuments Vault** webpage and login (note, an account with administrator rights is required to complete this workflow) + + +![](/images/using-draftable-legal-with-netDocument/image-42.png) + + + +In the top right corner of the screen, **click on your account name**, then **select 'Admin'** in the drop down menu to navigate to the Admin Console + + +![](/images/using-draftable-legal-with-netDocument/image-43.png) + + + +In the Cabinet view, **select the cabinet** that you wish to integrate with Draftable Legal + + +![](/images/using-draftable-legal-with-netDocument/image-44.png) + + + +In the Cabinet settings, select the **Integrate with external application** option from the top menu + + +![](/images/using-draftable-legal-with-netDocument/image-45.png) + + + +In the 'Web applications' section, **select the following Draftable external applications** from the list provided (by checking the tick box on the left hand side): + +- **Draftable Compare:** *This external application is required for users to be able to use Draftable Legal to select files from and save outputs to Netdocuments. Without it, the Netdocuments integration will not connect to a user's account*. +- **Draftable Compare Versions:** *This is an optional app which allows users to see a command in Netdocuments that will open the Draftable file version selection menu with all versions of a selected file available to load.* +- **Draftable Compare Latest:** *This is an optional web app that allows users to see a command in Netdocuments that loads the file version selected and the other most recent version into Draftable for comparison.* +- **Draftable 1-Click Compare** *This is an optional web app that allows users to see a command in NetDocuments that loads two selected files and runs a preset default workflow in 1-Click ([see here for details](/hc/en-us/articles/31611819497753-Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow))* + + +![](/images/using-draftable-legal-with-netDocument/image-46.png) + + + +![](/images/using-draftable-legal-with-netDocument/image-47.png) + + + +Once the desired apps are selected, hit **'save'** at the bottom of the screen. + + +![](/images/using-draftable-legal-with-netDocument/image-48.png) + + +Users in the cabinet should now be able to access Draftable Legal integration functions. Repeat these steps as required for other cabinets. + + diff --git a/hc/en-us/articles/25961845165081-Connecting-your-NetDocuments-account-with-Draftable-Legal.mdx b/hc/en-us/articles/25961845165081-Connecting-your-NetDocuments-account-with-Draftable-Legal.mdx new file mode 100644 index 0000000..7f28398 --- /dev/null +++ b/hc/en-us/articles/25961845165081-Connecting-your-NetDocuments-account-with-Draftable-Legal.mdx @@ -0,0 +1,140 @@ +--- +title: "Connecting your NetDocuments account with Draftable Legal" +description: "NetDocuments is a document and email management software for legal, financial, and accounting professionals. It provides advanced features and an intuitive interface to securely organize, store, and collaborate on documents." +--- + +You can connect your NetDocuments account to Draftable Legal to load files from and save files to NetDocuments. In this article, we will guide you in connecting your NetDocuments account to Draftable Legal. You will need to have **ND Office** installed on your computer to use the Draftable Legal integration with NetDocuments. For more information on ND office, visit [https://support.netdocuments.com/s/article/205220000](https://support.netdocuments.com/s/article/205220000) + + +**Please note:** This workflow is required to use the NetDocuments integration (i.e. loading files from NetDocuments, saving to NetDocuments). To use this integration, you will also need to have your system administrator set up the integration with your NetDocuments cabinet ([see here](/hc/en-us/articles/25960764447385-Set-up-guide-for-Draftable-Legal-integration-with-Netdocuments)). + + +**Video Resource:** For a comprehensive understanding of Draftable deployment with Netdocuments, we offer our specially crafted explainer video, accessible [via this link.](/hc/en-us/articles/27925254889113-Connecting-NetDocuments-with-Draftable) + +## Enable NetDocuments integration in Draftable + + + +Open Draftable Legal and go to the **Settings** menu in the top right corner of the New Comparison Window + + +![](/images/using-draftable-legal-with-netDocument/image-27.png) + + + +Go the the **'Integrations'** section on the left hand side menu, and click the **Enable NetDocuments integration** check box + + +![](/images/using-draftable-legal-with-netDocument/image-28.png) + + + +Once the check box is selected, hit the '**Connect**' button below + + +![](/images/using-draftable-legal-with-netDocument/image-29.png) + + +You will be prompted to log in to your NetDocuments account via the ND Office app's Activity Center + + + +## Connect your NetDocuments Account + +### If required: Connect ND Office if you are not already logged in + + + +If you are not already logged into you NetDocuments account via the ND office app, you will be prompted to do so via the screen below + + +![](/images/using-draftable-legal-with-netDocument/image-30.png) + + + +Once logged in, ND office will automatically prompt to authenticate Draftable Legal via the screen below + + +![](/images/using-draftable-legal-with-netDocument/image-31.png) + + + +A web browser window will open automatically asking you to agree to allow ND Office to connect to your NetDocuments account. Hit '**Allow**' + + +![](/images/using-draftable-legal-with-netDocument/image-32.png) + + +You should now be shown this screen which confirms your ND Office app is linked to your NetDocuments account. + + +![](/images/using-draftable-legal-with-netDocument/image-33.png) + + + + +### Allow Draftable to connect to your NetDocuments account + + + +Once you hit 'Connect' option under the NetDocuments integration in the Draftable Settings menu, a popup should appear in your ND office application. + + +![](/images/using-draftable-legal-with-netDocument/image-34.png) + + + +ND office will automatically open a web browser window, asking you to allow Draftable to connect to your NetDocuments account. Select "**Allow**" + + +![](/images/using-draftable-legal-with-netDocument/image-35.png) + + +You will be shown the following screen. You should now be able to use Draftable to load files and save to your NetDocuments account. + + +![](/images/using-draftable-legal-with-netDocument/image-36.png) + + + + +## If required, update Service Region for ND Office + +If your ND Office prompts you to login to a NetDocuments URL that does not accept your login credentials, you may need to update the Service Region in your ND Office account. + + + +Open your **ND Office Activity Center** in the **system tray** (located in the windows start bar at the bottom right corner of your primary monitor) + + +![](/images/using-draftable-legal-with-netDocument/image-37.png) + + + +![](/images/using-draftable-legal-with-netDocument/image-38.png) + + + +Open the settings menu in the activity center by **selecting the cog** in the bottom left corner and selecting **Settings** from the popup menu + + +![](/images/using-draftable-legal-with-netDocument/image-39.png) + + + +In the settings menu, select the **Network** tab at the top left corner of the window + + +![](/images/using-draftable-legal-with-netDocument/image-40.png) + + + +In the **Service Region** section, select the region used by your NetDocuments account and hit **OK** at the bottom of the window. + + +![](/images/using-draftable-legal-with-netDocument/image-41.png) + + +You should now be able to retry logging in to your NetDocuments account to link ND Office to Draftable Legal. + + diff --git a/hc/en-us/articles/26028966136089-Running-comparisons-with-files-from-NetDocuments-and-saving-outputs-to-NetDocuments.mdx b/hc/en-us/articles/26028966136089-Running-comparisons-with-files-from-NetDocuments-and-saving-outputs-to-NetDocuments.mdx new file mode 100644 index 0000000..d95eeb4 --- /dev/null +++ b/hc/en-us/articles/26028966136089-Running-comparisons-with-files-from-NetDocuments-and-saving-outputs-to-NetDocuments.mdx @@ -0,0 +1,143 @@ +--- +title: "Running comparisons with files from NetDocuments and saving outputs to NetDocuments" +description: "NetDocs is a leading secure cloud-based content management software designed for legal, financial, and accounting professionals. It provides user-friendly features and an intuitive interface to securely organize, store, and collaborate on documents." +--- + +This article will guide you on how to initiate comparisons by selecting documents from NetDocuments, and how to preserve these comparison exports as outputs within NetDocuments. + + +**Please note:** In order to use the features outlined in this article, you must first: + +- Confirm your System Administrator has [added the Draftable Compare external app](/hc/en-us/articles/25960764447385-Set-up-guide-for-Draftable-Legal-integration-with-Netdocuments) to your NetDocuments Admin Console, and +- Have [enabled the NetDocuments integration in your Draftable Settings and via ND Office](/hc/en-us/articles/25961845165081-Connecting-your-NetDocuments-account-with-Draftable-Legal). + + +## Selecting input files from NetDocuments to start a comparison + + + +Within the Draftable Legal **New Comparison Window**, click **NetDocuments**. + + +![](/images/using-draftable-legal-with-netDocument/image-13.png) + + + +This will launch a **NetDocuments file explorer,** where you can **navigate to the file(s)** you wish to compare. + + +![](/images/using-draftable-legal-with-netDocument/image-14.png) + + + +Navigate to your desired matter location and **click on the document** **you wish to load**. Once the document is highlighted click on **Select**. + + + +If you would like to load a specific version of a document, simply use the checkboxes under the **VERSIONS tab** in the right-hand pane. Once the version(s) are highlighted, click **Open.** + + +![](/images/using-draftable-legal-with-netDocument/image-15.png) + + + +![](/images/using-draftable-legal-with-netDocument/image-16.png) + + + +Once selected, the input document(s) will appear in the **New Comparison Window**. You can **repeat this process** (steps 1-4) for the newer document. If you need to switch the order of the documents loaded, you can use the two arrows icon in the top-center of the window. + + +![](/images/using-draftable-legal-with-netDocument/image-17.png) + + + +Once both documents have been loaded, select your **Comparison Type** from the drop down menu. + + +![](/images/using-draftable-legal-with-netDocument/image-18.png) + + + +Start your comparison by clicking **Compare**. + + +![](/images/using-draftable-legal-with-netDocument/image-19.png) + + + + +## Saving comparison outputs to NetDocuments + + + +First, in the **New Comparison Window** ensure the **Redline in Draftable** Comparison Type has been selected. + + +![](/images/using-draftable-legal-with-netDocument/image-20.png) + + + +Once the comparison is ready, the **Comparison Viewer** will appear. + + +![](/images/using-draftable-legal-with-netDocument/image-21.png) + + +Note that all the export options appear in the top ribbon menu above the comparison viewer. + + +There are two main options for outputs saved to **NetDocuments.** You can either Save to **Netdocuments** or Save to **NetDocuments (as attachment)**. + + +![](/images/using-draftable-legal-with-netDocument/image-22.png) + + +Regardless both options come with the same output options, however, you can specifically save a document as an attachment if required using the "Save to NetDocuments (as attachment)" option. + + +![](/images/using-draftable-legal-with-netDocument/image-23.png) + + + +You can select from one of the below options: + +**Redline:** This saves into a .pdf or .docx file where all changes are marked or "redlined" over the base document. This layout allows for easy visual comparison between the original and new versions of the document. + +**Changed Pages Only:** This is similar to the Redline option, but it only includes pages where changes have occurred. This is a useful feature if you're dealing with lengthy documents and you want to focus just on the pages with modifications. Can only be saved as a .PDF. + +**Tracked Changes:** This saves into a .docx file with all updates embedded as 'Tracked Changes' in Microsoft Word. This is useful for further editing or reviewing in Word, as you can accept or reject changes individually and keep a record of who made what changes and when. + +**Changes Report:** This will save a summary of the document changes found within the Redline. You can pick to either save this in a DOCX or a CSV file format and show all the Reported changes, or just those Matching the filters you have set in the Change List panel. + +Also, if you click on the **"Options'** link at the top of the Comparison Results pop up window, you will also see three additional choices. + + +![](/images/using-draftable-legal-with-netDocument/image-24.png) + + +**Summary page:** Includes a brief summary of the number of changes made, as well at the Markup Schema used for the Redline. + +**Changes report:** Includes the full changes report either at the start of the document or at the end. + +**Reported changes:** Allows change report to either include or the changes in the comparison or just those that you displayed via the filter options. + +After selecting your preferred output option, a NetDocuments **'Save As' window** will now appear. From here you have the option to edit the file metadata, as well as specify the save type: + + +a) **Save to NetDocs (as a new file):** When saving to NetDocs, this will create a new document in an existing matter. If you wish to save as a new file, simply progress to **step 6.** + +b) **Save to NetDocs (as a new version):** When saving to NetDocs, this will create a new version of an existing document within NetDocs. If you wish to save as a new version, select the **'Save as new version'** checkbox. + + +![](/images/using-draftable-legal-with-netDocument/image-25.png) + + + +Enter the relevant details and select **'Save'**. Your document has now been saved to **NetDocuments** + + +![](/images/using-draftable-legal-with-netDocument/image-26.png) + + + diff --git a/hc/en-us/articles/26029848063769-Launching-comparisons-from-within-NetDocuments.mdx b/hc/en-us/articles/26029848063769-Launching-comparisons-from-within-NetDocuments.mdx new file mode 100644 index 0000000..3d22c5c --- /dev/null +++ b/hc/en-us/articles/26029848063769-Launching-comparisons-from-within-NetDocuments.mdx @@ -0,0 +1,119 @@ +--- +title: "Launching comparisons from within NetDocuments" +description: "We have developed an integration with NetDocs that allows you to initiate comparisons in Draftable Legal right from NetDocs. This feature optimises your workflows, reducing the number of steps needed to generate a comparison. This article will guide you through the various methods on how to launch a comparison from NetDocuments to Draftable Legal." +--- + + +**Please note:** In order to use the features outlined in this article, you must first: + +- Confirm your System Administrator has [added the Draftable Compare external app](/hc/en-us/articles/25960764447385-Set-up-guide-for-Draftable-Legal-integration-with-Netdocuments) to your NetDocuments Admin Console, and +- Have [enabled the NetDocuments integration in your Draftable Settings and via ND Office](/hc/en-us/articles/25961845165081-Connecting-your-NetDocuments-account-with-Draftable-Legal). + + +## How to launch comparisons directly from NetDocuments + +There are a few methods to launch comparisons from NetDocuments, either using external context menus or the toolbar. To ensure that you are getting the full usage of this feature, below outlines all the possible workstreams for launching comparisons directly from NetDocuments. + +### Launching comparisons via the context menu + + + +On your enterprise's online NetDocuments instance, **navigate to your desired files** for comparison + + +![](/images/using-draftable-legal-with-netDocument/image-1.png) + + + +Select a file, **right-click** it, and then select **Send to application** + + +![](/images/using-draftable-legal-with-netDocument/image-2.png) + + +**Alternatively,** you can also select two files, **right-click** them, and then select **Send to application** + + +![](/images/using-draftable-legal-with-netDocument/image-3.png) + + + +This will launch the **Send to Application window**. Verify the documents you have selected under **Marked Items**. If selecting multiple file versions at once, these will all appear in the Marked Items section. Once files are selected, you have 3 comparison options: "Draftable Compare Versions", "Draftable Compare Latest" or "Draftable Compare" + + +![](/images/using-draftable-legal-with-netDocument/image-4.png) + + + + +### Draftable compare versions + +**For files with only 2 versions**, this option will automatically **load the two versions** of the selected document. For **files with 3 or more versions**, this option will **open the Draftable version selector menu** to show a list of versions for loading. Users are able to **select up to two versions** for comparison, and then load by clicking '**Select**'. + + +![](/images/using-draftable-legal-with-netDocument/image-5.png) + + +### Draftable Compare Latest + +This option uses smart logic to load file versions for comparison. If a **file is selected**, Draftable Compare Latest will load the **two latest** **versions** of the document, so you will not be prompted to select any specific versions. If a **file version** is selected, Draftable Compare Latest will **load the selected version and the most recent other version available**. For example, if a file has 4 versions (V1-V4) and V1 is selected, it will load V1 and V4. In the same example, if V4 is selected, it will load V3 and V4. + +### Draftable Compare + +This loads only the selected document into the **newer** (left) side of **Draftable Legal** + + +**Note:** When loading files you may be prompted with a **confirmation box**. Simply press **Open Draftable** to progress + + + +![](/images/using-draftable-legal-with-netDocument/image-6.png) + + +### Launching comparisons via the toolbar + + + +On your enterprise's online NetDocuments instance, **navigate to your desired files** for comparison + + +![](/images/using-draftable-legal-with-netDocument/image-7.png) + + + +**Select your file(s)**, then navigate to the **3 small dots next to 'More'** in the top right corner of the dashboard. + + +![](/images/using-draftable-legal-with-netDocument/image-8.png) + + + +From the drop down menu, select **Send to application** + + +![](/images/using-draftable-legal-with-netDocument/image-9.png) + + + +This will launch the **Send to Application window**. Verify the documents you have selected under Marked Items, and **left-click on your preferred option (Compare versions, Compare Latest, Compare)** to transfer these items into Draftable + + +![](/images/using-draftable-legal-with-netDocument/image-10.png) + + + +**Note:** You may be prompted with a **confirmation box**. Simply press **Open Draftable** to progress + + + +![](/images/using-draftable-legal-with-netDocument/image-11.png) + + + +Regardless of whether you selected 1 or 2 documents, Draftable Legal will load the **New Comparison window** with the selected documents, ready for comparison. + + +![](/images/using-draftable-legal-with-netDocument/image-12.png) + + + diff --git a/hc/en-us/articles/26582491188505-How-to-authenticate-iManage-on-behalf-of-users-via-Group-Policy.mdx b/hc/en-us/articles/26582491188505-How-to-authenticate-iManage-on-behalf-of-users-via-Group-Policy.mdx new file mode 100644 index 0000000..e0aa7b4 --- /dev/null +++ b/hc/en-us/articles/26582491188505-How-to-authenticate-iManage-on-behalf-of-users-via-Group-Policy.mdx @@ -0,0 +1,55 @@ +--- +title: "How to authenticate iManage on behalf of users via Group Policy" +description: "Draftable Legal allows you to integrate your iManage setup with Draftable Legal itself, so you can run comparisons directly from iManage. This article provides a guide on how to enable automatic authentication of iManage for your users, via Group Policy. **Please note**, that this is not the complete configuration required for iManage integration with Draftable Legal, please see these specific articles for full configuration depending on your iManage environment." +--- + + + + + + + + + +### Configuring the setting via group policy + +If you do not already have the Group Policy templates installed, please read this article first about the Draftable Legal [Group Policy Settings](/hc/en-us/articles/18763487262105-Configuring-settings-with-Group-Policy-Draftable-Legal) which details where the templates are located and how to install them. + +Once you have installed the templates, you can open up the Group Policy Editor and expand either the Computer Configuration or User Configuration depending on how you are deploying Draftable Legal. Under the Administrative Templates folder, you will see a Draftable folder which contains three subfolders which that allow you to configure various Draftable Legal settings. + + + +![](/images/using-draftable-legal-with-iManage/image-118.png) + + + +Select the folder Draftable Desktop Legal folder. Once opened, you will be presented with many group policy options. Select the **Enable iManage integration on behalf of users** option. + + + +![](/images/using-draftable-legal-with-iManage/image-119.png) + + + +Double-click on the setting, to bring up the window to allow you to configure the setting. + + + +![](/images/using-draftable-legal-with-iManage/image-120.png) + + +Here you can enable (to allow users to connect to iManage) or disable (prevent users from connecting to iManage) the setting. Once configured and saved, you can push out the setting to the relevant group of users. + +This feature has been available since version 2.10 of Draftable Legal. \ No newline at end of file diff --git a/hc/en-us/articles/26582558771481-iManage-Configuration-Checklist.mdx b/hc/en-us/articles/26582558771481-iManage-Configuration-Checklist.mdx new file mode 100644 index 0000000..ea04bed --- /dev/null +++ b/hc/en-us/articles/26582558771481-iManage-Configuration-Checklist.mdx @@ -0,0 +1,87 @@ +--- +title: "iManage Configuration Checklist" +description: "Before you begin configuring iManage for either iManage cloud or iManage on-premises with Draftable Legal, it is essential to have all the necessary components in place to streamline the process. Below is a detailed checklist for both configuration types with Draftable Legal, **iManage Cloud** and **iManage On-Premises.** " +--- + +## Quick reference checklist + +Below is the quick reference checklist for both configuration types: + +### iManage Cloud + +- Draftable Installation: Ensure the latest version of Draftable is installed +- Administrator iManage access: Ensure that when iManage is being configured, an administrator-level account is used. +- Custom URL: Ensure that you have your iManage URL ready. +- Group Policy Configuration: Ensure you have the latest ADMX and ADML templates installed. + +### iManage On-Premises + +- Draftable Installation: Ensure the latest version of Draftable is installed +- Administrator iManage access: Ensure that when iManage is being configured, an administrator-level account is used. +- Custom URL: Ensure that you have your iManage URL ready. +- Latest iManage Package File: Obtain the latest iManage package file to be used during configuration. +- Group Policy Configuration: Ensure you have the latest ADMX and ADML templates installed. + +## iManage Cloud Checklist + +Ensure you have the following items ready before you proceed with iManage cloud configuration with Draftable Legal. + +**1. Draftable Installation:** + +\- Ensure the latest version of Draftable is installed (if possible). Using the latest version of Draftable always ensures you have the most up to date functionality and feature access. + + +![](/images/using-draftable-legal-with-iManage/image-1.png) + + +**2. Administrator iManage Credentials:** + +\- Have your administrator credentials ready to access the iManage Control Center. If you are not an administrator (or otherwise do not have access to control center), it is recommended you acquire this access or have a team member who has access to complete the configuration steps. + +**3. Custom URL:** + +\- If you are using a custom URL for your iManage cloud instance, make sure it is noted and readily available for configuration. + +**4. Group Policy Configuration:** + +\- If you plan to configure iManage settings via Group Policy, ensure you have the latest ADMX and ADML templates installed. Latest templates can be found [here.](/hc/en-us/articles/28666057117721-Draftable-Legal-Group-Policy-Template-Files) + +Once you have confirmed you have the above items confirmed, you can proceed to iManage cloud configuration for Draftable, which has its own dedicated article [here.](/hc/en-us/articles/24481421270425-Guide-for-iManage-Cloud-integration-with-Draftable-Legal) + +## iManage On-Premises Checklist + +Ensure you have the following items ready before you proceed with iManage on-premises configuration with Draftable Legal. + +**1. Draftable Installation:** + +\- Ensure the latest version of Draftable is installed (if possible). Using the latest version of Draftable always ensures you have the most up-to-date functionality and feature access. + + +![](/images/using-draftable-legal-with-iManage/image-2.png) + + +**2. Administrator iManage Credentials:** + +\- Have your administrator credentials ready for accessing the iManage Control Center. If you are not an administrator (or otherwise do not have access to control center), it is recommended you acquire this access or have a team member who has access to complete the configuration steps. + +**3. Latest iManage Package File:** + +\- Obtain the latest iManage package file, typically found in the installation directory for Draftable. See below the default installer location with the package file highlighted. + + + +![](/images/using-draftable-legal-with-iManage/image-3.png) + + +**4. Service URL:** + +\- Note down the service URL of your on-premises iManage setup. This URL will be essential during the configuration process. + +**5. Group Policy Configuration:** + +\- If you plan to configure iManage settings via Group Policy, ensure you have the latest ADMX and ADML templates installed. The latest templates can be found [here.](/hc/en-us/articles/28666057117721-Draftable-Legal-Group-Policy-Template-Files) + + +Once you have confirmed you have the above items, you can proceed to iManage on-premises configuration for Draftable, which has its own dedicated article here. + +By having these components in place, you can ensure a smoother and more efficient configuration process for iManage with Draftable Legal, regardless of whether you are using a cloud or on-premises setup. \ No newline at end of file diff --git a/hc/en-us/articles/26630500422809-How-to-re-enable-Draftable-Word-Add-in.mdx b/hc/en-us/articles/26630500422809-How-to-re-enable-Draftable-Word-Add-in.mdx new file mode 100644 index 0000000..e96d5c0 --- /dev/null +++ b/hc/en-us/articles/26630500422809-How-to-re-enable-Draftable-Word-Add-in.mdx @@ -0,0 +1,78 @@ +--- +title: "How to re-enable Draftable Word Add-in" +--- + +## Introduction + +This article is designed to assist users in troubleshooting their Draftable Word Add-in. Users may find this useful if they cannot see the "Draftable" tab in the Word Ribbon (see picture below): + + + Word Ribbon without Draftable tab + + + + **Please note:** Before you commence this troubleshooting guide, please confirm that you have the Draftable Word add-in installed by going to the settings menu, selecting the 'integrations' tab on the left side (see picture below). + + + + Integrations tab + + +## How to re-enable missing Draftable Word Add-in + + +Open Word and select the "**File**" tab of the Ribbon menu in the top left corner of the screen + + File tab + + + +Select **Options** in the bottom left corner of the file menu + + Options + + + +Go to the "**Add-ins**" section on the left hand side navigation menu, Select **COM Add-ins** from the "**Manage**" drop down menu at the bottom of the menu and select "**Go..**" + + COM Add-ins + + + +Once the COM Add-ins menu is open, **check the "Draftable Add-in**" and hit "**OK**" + + Draftable Add-in checked + + The Draftable Add in should now be available via a dedicated "Draftable" section in the ribbon menu at the top of your MS Word + + +### How to re-enable add-in if it was disabled for being too slow + + +Open Word and select the "**File**" tab of the Ribbon menu in the top left corner of the screen + + File tab + + + +Select **Options** in the bottom left corner of the file menu + + Options + + + +Go to the "**Add-ins**" section on the left hand side navigation menu, Select **Disabled Items** from the "**Manage**" drop down menu at the bottom of the menu and select "**Go..**" + + Disabled Items + + + +Once the Disabled Items menu is open, **highlight the "Draftable Add-in**" and hit "**Enable**" + + +**Restart Word** and you should see the Draftable Add in available via a dedicated "Draftable" section in the ribbon menu at the top of your MS Word. + + +If you still experience issues with getting your Draftable word add-in to appear in your MS Word Ribbon Menu, you can try to manually uninstall and reinstall the add in by following this guide: [How to manually re-install the Draftable MS Word Add-in](/hc/en-us/articles/30861499917337-How-to-manually-re-install-the-Draftable-MS-Word-Add-in) + +Otherwise, you can contact [support@draftable.com](mailto:support@draftable.com) for more assistance. \ No newline at end of file diff --git a/hc/en-us/articles/27924867840537-Configuring-NetDocuments-with-Draftable-as-an-External-Application.mdx b/hc/en-us/articles/27924867840537-Configuring-NetDocuments-with-Draftable-as-an-External-Application.mdx new file mode 100644 index 0000000..0e225f3 --- /dev/null +++ b/hc/en-us/articles/27924867840537-Configuring-NetDocuments-with-Draftable-as-an-External-Application.mdx @@ -0,0 +1,19 @@ +--- +title: "Configuring NetDocuments with Draftable as an External Application" +description: "Below is a video tutorial on how to configure NetDocuments with Draftable as an External application. If you require additional information on this topic, you can find our dedicated knowledgebase article here: [Set up guide for Draftable Legal integration with Netdocuments](/hc/en-us/articles/25960764447385-Set-up-guide-for-Draftable-Legal-integration-with-Netdocuments) " +--- + + + + + +If you have any issues or queries regarding this video or the information discussed in this video, please get in contact with our support team at [support@draftable.com](mailto:support@draftable.com) diff --git a/hc/en-us/articles/27924970143385-Configuring-SharePoint-to-Launch-Directly-into-Draftable-Legal.mdx b/hc/en-us/articles/27924970143385-Configuring-SharePoint-to-Launch-Directly-into-Draftable-Legal.mdx new file mode 100644 index 0000000..4757b16 --- /dev/null +++ b/hc/en-us/articles/27924970143385-Configuring-SharePoint-to-Launch-Directly-into-Draftable-Legal.mdx @@ -0,0 +1,19 @@ +--- +title: "Configuring SharePoint to Launch Directly into Draftable Legal" +description: "Below is a video tutorial on how to configure SharePoint to Launch Directly into Draftable Legal. If you require additional information on this topic, you can find our dedicated knowledgebase article here: [Configuring Sharepoint Online to launch directly into Draftable](/hc/en-us/articles/25571809846297-Configuring-Sharepoint-Online-to-launch-directly-into-Draftable)" +--- + + + + + +If you have any issues or queries regarding this video or the information discussed in this video, please get in contact with our support team at [support@draftable.com](mailto:support@draftable.com) diff --git a/hc/en-us/articles/27925254889113-Connecting-NetDocuments-with-Draftable.mdx b/hc/en-us/articles/27925254889113-Connecting-NetDocuments-with-Draftable.mdx new file mode 100644 index 0000000..562b311 --- /dev/null +++ b/hc/en-us/articles/27925254889113-Connecting-NetDocuments-with-Draftable.mdx @@ -0,0 +1,19 @@ +--- +title: "Connecting NetDocuments with Draftable" +description: "Below is a video tutorial on how to configure NetDocuments with Draftable. If you require additional information on this topic, you can find our dedicated knowledgebase article here: [Connecting your NetDocuments account with Draftable Legal](/hc/en-us/articles/25961845165081-Connecting-your-NetDocuments-account-with-Draftable-Legal)" +--- + + + + + +If you have any issues or queries regarding this video or the information discussed in this video, please get in contact with our support team at [support@draftable.com](mailto:support@draftable.com) diff --git a/hc/en-us/articles/27925463968793-Draftable-Legal-Enterprise-Configuration-with-Group-Policy-and-MS-Intune.mdx b/hc/en-us/articles/27925463968793-Draftable-Legal-Enterprise-Configuration-with-Group-Policy-and-MS-Intune.mdx new file mode 100644 index 0000000..d7287b6 --- /dev/null +++ b/hc/en-us/articles/27925463968793-Draftable-Legal-Enterprise-Configuration-with-Group-Policy-and-MS-Intune.mdx @@ -0,0 +1,39 @@ +--- +title: "Draftable Legal Enterprise Configuration with Group Policy and MS Intune" +description: "Below is a video tutorial on Draftable Legal Enterprise Configuration with Group Policy and MS Intune. If you require additional information on this topic, you can find our relevant knowledgebase articles here:" +--- + + + + + + + + + + + + + +If you have any issues or queries regarding this video or the information discussed in this video, please get in contact with our support team at [support@draftable.com](mailto:support@draftable.com) diff --git a/hc/en-us/articles/27925634630937-Draftable-Legal-High-Level-Overview.mdx b/hc/en-us/articles/27925634630937-Draftable-Legal-High-Level-Overview.mdx new file mode 100644 index 0000000..bda97fe --- /dev/null +++ b/hc/en-us/articles/27925634630937-Draftable-Legal-High-Level-Overview.mdx @@ -0,0 +1,39 @@ +--- +title: "Draftable Legal High Level Overview" +description: "Below is a video tutorial on the Draftable Legal High-Level Overview. If you require additional information on this topic, you can find our relevant knowledgebase articles here:" +--- + + + + + + + + + + + + + +If you have any issues or queries regarding this video or the information discussed in this video, please get in contact with our support team at [support@draftable.com](mailto:support@draftable.com) diff --git a/hc/en-us/articles/27925753073689-Draftable-Legal-Installer-Types-Breakdown.mdx b/hc/en-us/articles/27925753073689-Draftable-Legal-Installer-Types-Breakdown.mdx new file mode 100644 index 0000000..1f61f5d --- /dev/null +++ b/hc/en-us/articles/27925753073689-Draftable-Legal-Installer-Types-Breakdown.mdx @@ -0,0 +1,29 @@ +--- +title: "Draftable Legal Installer Types Breakdown" +description: "Below is a video tutorial on the Draftable Legal installer types breakdown. If you require additional information on this topic, you can find our relevant knowledgebase articles here:" +--- + + + + + + + + + +If you have any issues or queries regarding this video or the information discussed in this video, please get in contact with our support team at [support@draftable.com](mailto:support@draftable.com) diff --git a/hc/en-us/articles/27925873128601-Draftable-Legal-integration-with-iManage.mdx b/hc/en-us/articles/27925873128601-Draftable-Legal-integration-with-iManage.mdx new file mode 100644 index 0000000..9caf056 --- /dev/null +++ b/hc/en-us/articles/27925873128601-Draftable-Legal-integration-with-iManage.mdx @@ -0,0 +1,29 @@ +--- +title: "Draftable Legal integration with iManage" +description: "Below is a video tutorial on the Draftable Legal integration with iManage. If you require additional information on this topic, you can find our relevant knowledgebase articles here:" +--- + + + + + + + + + +If you have any issues or queries regarding this video or the information discussed in this video, please get in contact with our support team at [support@draftable.com](mailto:support@draftable.com) diff --git a/hc/en-us/articles/27926349740825-iManage-Cloud-Integration-with-Draftable-Legal.mdx b/hc/en-us/articles/27926349740825-iManage-Cloud-Integration-with-Draftable-Legal.mdx new file mode 100644 index 0000000..80a7769 --- /dev/null +++ b/hc/en-us/articles/27926349740825-iManage-Cloud-Integration-with-Draftable-Legal.mdx @@ -0,0 +1,29 @@ +--- +title: "iManage Cloud Integration with Draftable Legal" +description: "Below is a video tutorial on the iManage Cloud Integration with Draftable Legal . If you require additional information on this topic, you can find our relevant knowledgebase articles here:" +--- + + + + + + + + + +If you have any issues or queries regarding this video or the information discussed in this video, please get in contact with our support team at [support@draftable.com](mailto:support@draftable.com) diff --git a/hc/en-us/articles/27926474751641-iManage-On-Premise-Integration-with-Draftable-Legal.mdx b/hc/en-us/articles/27926474751641-iManage-On-Premise-Integration-with-Draftable-Legal.mdx new file mode 100644 index 0000000..4b19f56 --- /dev/null +++ b/hc/en-us/articles/27926474751641-iManage-On-Premise-Integration-with-Draftable-Legal.mdx @@ -0,0 +1,30 @@ +--- +title: "iManage On-Premise Integration with Draftable Legal" +description: "Below is a video tutorial on the iManage On-Premise Integration with Draftable Legal. If you require additional information on this topic, you can find our relevant knowledgebase articles here:" +--- + + + + + + + + + + +If you have any issues or queries regarding this video or the information discussed in this video, please get in contact with our support team at [support@draftable.com](mailto:support@draftable.com) diff --git a/hc/en-us/articles/27926669420825-SharePoint-Integration-with-Draftable-Legal.mdx b/hc/en-us/articles/27926669420825-SharePoint-Integration-with-Draftable-Legal.mdx new file mode 100644 index 0000000..c1e5409 --- /dev/null +++ b/hc/en-us/articles/27926669420825-SharePoint-Integration-with-Draftable-Legal.mdx @@ -0,0 +1,27 @@ +--- +title: "SharePoint Integration with Draftable Legal" +description: "Below is a video tutorial on how to setup SharePoint Integration with Draftable Legal. If you require additional information on this topic, you can find our relevant knowledgebase articles here:" +--- + + + + + + + +If you have any issues or queries regarding this video or the information discussed in this video, please get in contact with our support team at [support@draftable.com](mailto:support@draftable.com) diff --git a/hc/en-us/articles/27967637990553-Release-notes-Draftable-Legal-v2-13.mdx b/hc/en-us/articles/27967637990553-Release-notes-Draftable-Legal-v2-13.mdx new file mode 100644 index 0000000..2af2a1b --- /dev/null +++ b/hc/en-us/articles/27967637990553-Release-notes-Draftable-Legal-v2-13.mdx @@ -0,0 +1,113 @@ +--- +title: "Release notes: Draftable Legal v2.13" +description: "We are excited to share our highlights from Draftable Legal release version 2.13 (released in January 2024). *For a full list of items in all releases, please see our [Release Log.](/hc/en-us/articles/20871414263577-Release-Log-Draftable-Legal)*" +--- + + +This update added a several improvements designed to help our customers by: + +- Better supporting firms using hidden text in template documents by supporting hidden text comparison +- Simplifying user workflows through easier free text input (drag & drop & via MS Word) +- Reducing steps to complete workflows by offering smarter 'save-to' location defaults +- Improving iManage user workflows by automatically opening files saved to iManage +- Providing more flexible input file options for SharePoint users by supporting 'drag & drop' from SharePoint Online +- Supporting administrators by offering a silent launch option and by creating a [suite of tutorial videos for deployment and configuration](/hc/en-us/sections/27463514562073-Draftable-Legal-Video-Tutorials) + +Let's explore these updates in more detail. + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the 2.13 release to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## New Core Functionality + +### Option to compare ‘hidden text’ + +A key development in the v2.13 release was the ability to compare 'hidden' text changes. This innovation will be of particular value to firms that provide instructions for lawyers in their templates as hidden text. + +Users can choose to compare hidden text by selecting this option under ‘Comparison options’ in the compare output (see first screenshot). When selected, hidden text in input documents will be ‘unhidden’ by Draftable and then compared to display any changes as redline markups. In the redline output files, text that was hidden in the input file is shown in grey highlights (see second screenshot). + + +![](/images/draftable-legal/image-160.png) + + + +![](/images/draftable-legal/image-161.png) + + +## Ease of use improvements + +### Expand the document view by collapsing the ‘next actions’ menu + +Users can now maximize the view of their comparison outputs in Draftable by collapsing the 'next actions' menu on the right side of the viewer (see screenshot). + + +![](/images/draftable-legal/image-162.png) + + +### Drag and drop free text from anywhere into Draftable + +To make it easier to compare text shared by colleagues, from v2.13 users can now drag and drop text from most applications into Draftable. This includes dragging text from MS Outlook, MS Word, MS Teams, and web browsers such as MS Edge and Chrome. + +### Faster saving by using input file location as default save location + +Users can now spend less time choosing a ‘save-to’ location when comparing files stored on their computer. From v2.13 Draftable Legal will automatically default its ‘save-to’ location to the same location as their comparison input files. + +## Integration Improvements + +### Drag & Drop input files from SharePoint Online + +From v2.13 SharePoint online users can use drag and drop to add input files from browsers to Draftable. Simply select the files you wish to compare (either from a list of files or from the version history menu) and drag them into the Draftable Launcher. + +### Compare text from Microsoft Word via the Draftable add-in + +From v2.13, Draftable allows users to compare text in MS Word. Users can simply highlight the text they wish to compare, and either select the ‘compare text’ option in the ‘Draftable’ section of the ribbon menu or right click the text and select ‘Compare Text with Draftable’ (see screenshot below). + + +![](/images/draftable-legal/image-163.png) + + +### Save time by auto-opening files saved to iManage + +For customers that prefer working solely in iManage, Draftable Legal v2.13 onwards includes a new settings option to automatically open comparison output files after they are saved to iManage. Users can find this setting in the ‘Integrations’ section under the ‘iManage’ options (see screenshot). + + +![](/images/draftable-legal/image-164.png) + + +## Administrative Features + +### Silent Launch setting supported via Group Policy + +The v2.13 release created a ‘silent launch’ option for Draftable to prevent showing users the New Compare window on startup. This is designed for firms that want to preserve the benefits of having Draftable open without alerting users to its presence. Benefits of having Draftable auto-start on windows launch include: + +- Enabling auto-update for users upon system log in + + +This only applied when using the default installer or the per-user MSI. + + +- Maintaining optimal speed for compare workflows started outside for Draftable (e.g. from within iManage, NetDocuments, Outlook, etc) as Draftable does not need to launch when these commands are used + + +We are aware that iManage users may not be able to launch compares from within Draftable unless the application has been launched. We are working on an improvement for this workflow. + + +### Video tutorials for deploy and configuration + +We are committed to supporting our customers throughout the adoption lifecycle. We understand that in some cases, written documentation is harder to follow than video content. That's why as part of our recent efforts we've created a new section of our Draftable Legal Knowledge Base with a series of video tutorials. These are specifically created for IT administrators and application managers to help with the process of Draftable Legal installation, configuration and integration with key document management systems. Topics covered include: + +- High level overview +- Installer type breakdown +- Enterprise configuration with Group Policy & MS Intune +- Integration with iManage +- iManage on-premise integration +- iManage cloud integration +- SharePoint Integration +- Configuring SharePoint to launch directly into Draftable +- Connecting NetDocuments with Draftable +- Configuring NetDocuments with Draftable as an External Application + +[You can view the video tutorials here](/hc/en-us/sections/27463514562073-Draftable-Legal-Video-Tutorials) \ No newline at end of file diff --git a/hc/en-us/articles/27968844979481-Release-notes-Draftable-Legal-v2-12.mdx b/hc/en-us/articles/27968844979481-Release-notes-Draftable-Legal-v2-12.mdx new file mode 100644 index 0000000..d661134 --- /dev/null +++ b/hc/en-us/articles/27968844979481-Release-notes-Draftable-Legal-v2-12.mdx @@ -0,0 +1,66 @@ +--- +title: "Release notes: Draftable Legal v2.12" +description: "We are excited to share the highlighted software improvements and features from Draftable Legal version 2.12 (released in December 2023). *For a full list of items in all releases, please see our [Release Log.](/hc/en-us/articles/20871414263577-Release-Log-Draftable-Legal)*" +--- + + + +These updates added a suite of enhancements designed to help our customers by: + +- Increasing productivity through improved product performance +- Simplifying user workflows through ease of use improvements and added integration functions (for NetDocuments users) +- Reduce administrator burden during adoption by adding more enterprise configuration options + +Let's explore these updates in more detail. + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the 2.12 release to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## Performance Improvements + +### Better accuracy when comparing PDF documents + +In our v2.12 release, accuracy has been noticeably enhanced. Users will now experience improved quality changes in numbered lists, table of contents, and spacing changes when comparing PDF to DOCX files, thanks to improvements in Draftable’s proprietary comparison algorithm. + +### Speed and Reliability improvements via Draftable Conversion Engine + +The v2.12 release also bolstered speed and reliability, particularly in Redline (PDF) comparison types. We’ve added a new setting option for users to use a "Draftable engine" for faster and more reliable DOCX to PDF conversions. By selecting this conversion option (in the General Settings, see image below) users can reduce the time required for comparisons and can see comparisons run successfully when the MS Word conversion engine fails. Where customers run a Redline (PDF) comparison that fails, we encourage rerunning the comparison using the new “Draftable Engine” setting. + +![](/images/draftable-legal/image-165.png) + +## Ease of use improvements + +### More flexibility by copying comparison outputs to clipboard + +At Draftable, we are committed to minimizing the number of steps lawyers need to take to complete their workflows. Last year, many Draftable Legal users told us they often have pre-written emails to clients or colleagues which they use to share comparison outputs. Given this, our existing ‘email’ option which generates a new draft email wasn’t quite suited to their workflows. + +To better support these users, the v2.12 release added a new ‘next step’ option (available via the right side menu in the Draftable Viewer) that allows users to copy compare files to their clipboard (see screenshot below). Users can copy any combination of comparison input and output files to their clipboard and easily paste them into emails / folders or other platforms such as MS Teams or Slack. + +![](/images/draftable-legal/image-166.png) + +### Save the list of changes in a comparison to your DMS as an Excel file + +In v2.11 we released a series of features to add tags and notes to changes when running ‘side by side’ comparison types. Previously users could only share this annotated change list via copying to their clipboard. From v2.12 users can export the Change Report in Side by Side comparisons as a CSV file. When selecting to save as a .csv file, Draftable will offer users the choice to save directly to their Document Management Systems (e.g. iManage, NetDocuments, etc). + +![](/images/draftable-legal/image-167.png) + +## Integration Improvements + +### NetDocuments integration improvements (Save as attachment, load via Word) + +While the response to our NetDocuments integration release was very positive, we did receive some feedback on additional functionality required by NetDocuments users. In v2.12 we added support for saving comparison outputs to NetDocuments as a file attachment via the right hand menu (see screenshot below). We also added support for using the Draftable Word Add-in to load files located remotely in NetDocuments for a seamless file integration process. + +![](/images/draftable-legal/image-168.png) + +## Administrative Features and Other Improvements + +### Additional configuration settings supported via Group Policy + +To provide administrators with more control, from v2.12 Group Policy can be now be used for the following: + +- To remove the Draftable Desktop shortcut +- To configure Draftable to disable the installation and updates of COM add-ins such as Word and Outlook +- To enable or disable Draftable launching upon Windows startup \ No newline at end of file diff --git a/hc/en-us/articles/28148507772185-Network-Requirements.mdx b/hc/en-us/articles/28148507772185-Network-Requirements.mdx new file mode 100644 index 0000000..ddc5af0 --- /dev/null +++ b/hc/en-us/articles/28148507772185-Network-Requirements.mdx @@ -0,0 +1,51 @@ +--- +title: "Network Requirements" +description: "This article is for IT or network administrators responsible for managing an organization's network." +--- + + + +Draftable Legal requires network connectivity for license verification, software updates, error reporting, and network telemetry. However, some of these functions can be disabled. + +**Video Resource:** For a comprehensive understanding of Draftable network requirements, we offer our specially crafted explainer video, accessible [via this link.](/hc/en-us/articles/27925634630937-Draftable-Legal-High-Level-Overview) + +## License Verification + +On launch, the application will verify the product license by connecting to Draftable license servers. + +| Property | Value | +|:-|:-| +| Host | draftable.com | +| Port | 443 | +| Protocol | HTTPS | +| Required | Yes | + +## Software Updates + +On launch, the application will check for updates. If a major update is available, it will be automatically installed. For minor updates, the user can force an update manually. + +| Property | Value | +|:-|:-| +| Host | dl.draftable.com | +| Port | 443 | +| Protocol | HTTPS | +| Required | Yes | + +## Error Reporting + +If unexpected error conditions are encountered, the application will send an error report to Draftable servers for diagnostics purposes. + +This can be disabled by the user (via application settings) or by network administrators (via Group Policy). + +| Property | Value | +|:-|:-| +| Host | draftable.com | +| Port | 443 | +| Protocol | HTTPS | +| Required | No | + +## Telemetry/Usage Data + +Draftable Desktop uses Microsoft Azure as the host for telemetry/usage data. Hence there are outbound connections to the Azure AppInsights servers. For further information, refer to the [Microsoft documentation](https://docs.microsoft.com/en-us/azure/azure-monitor/app/ip-addresses). + +This can be disabled by the user (via application settings) or by network administrators (via Group Policy). \ No newline at end of file diff --git a/hc/en-us/articles/28666057117721-Draftable-Legal-Group-Policy-Template-Files.mdx b/hc/en-us/articles/28666057117721-Draftable-Legal-Group-Policy-Template-Files.mdx new file mode 100644 index 0000000..58e12f3 --- /dev/null +++ b/hc/en-us/articles/28666057117721-Draftable-Legal-Group-Policy-Template-Files.mdx @@ -0,0 +1,8 @@ +--- +title: "Draftable Legal Group Policy Template Files" +description: "Draftable Legal supports configuration via Group Policy, which is a feature in Microsoft Windows that provides centralised management and configuration of operating systems, applications, and users' settings in an Active Directory environment." +--- + +import DraftableGroupPolicyTemplateFiles from '/snippets/Draftable-Legal-Group-Policy-Template-Files.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/28666057117722-Draftable-Legal-Group-Policy-Template-Files.mdx b/hc/en-us/articles/28666057117722-Draftable-Legal-Group-Policy-Template-Files.mdx new file mode 100644 index 0000000..58e12f3 --- /dev/null +++ b/hc/en-us/articles/28666057117722-Draftable-Legal-Group-Policy-Template-Files.mdx @@ -0,0 +1,8 @@ +--- +title: "Draftable Legal Group Policy Template Files" +description: "Draftable Legal supports configuration via Group Policy, which is a feature in Microsoft Windows that provides centralised management and configuration of operating systems, applications, and users' settings in an Active Directory environment." +--- + +import DraftableGroupPolicyTemplateFiles from '/snippets/Draftable-Legal-Group-Policy-Template-Files.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/28737392718745-Draftable-Legal-Configuring-Custom-Output-Filenames.mdx b/hc/en-us/articles/28737392718745-Draftable-Legal-Configuring-Custom-Output-Filenames.mdx new file mode 100644 index 0000000..bfc4602 --- /dev/null +++ b/hc/en-us/articles/28737392718745-Draftable-Legal-Configuring-Custom-Output-Filenames.mdx @@ -0,0 +1,131 @@ +--- +title: "Draftable Legal Configuring Custom Output Filenames" +description: "If you wanted to configure the file names for Redline outputs in Draftable Legal, thankfully this is now an achievable in Draftable Legal. Draftable Legal allows you to fully customize the file naming schema for Redline comparison outputs, which give you greater control over your workflows.

This article will detail how you can configure this feature, what the configurable fields represent, what predetermined options are selectable and how to create your own output filename schema." +--- + + +## Enabling custom output filenames + +The **Filename output** feature can be found in the Redline section of the settings menu. + + +![](/images/draftable-legal-configuring-custom/image-1.png) + + +Once you have selected this section, scroll down until you see the **Filename output** option. + + +![](/images/draftable-legal-configuring-custom/image-2.png) + + +Here is where you can configure your own filename schema for usage of your Redline comparison outputs. However its important to understand what the tags used in this feature represent. + +## Filename output fields tags + +Tags are used to automatically prefill data in the Filename output, that is extracted from either the documents used in the comparison, the comparison itself, or from the installed machine itself (relevant for the data and time tags). + + +![](/images/draftable-legal-configuring-custom/image-3.png) + + +Above is the list of all the tags that can be used to create a filename output schema. This is what each of these tags represent. + +**Date:** Shows the date in the YYYYMMDD format when the output is created + +**Time:** Shows the time in the HHMM format when the output is created + +**Date and time:** Shows the date and time in the YYYYMMDD and HHMM format when the output is created (example: "20240214 1345", represents the date and time for 14/02/2024 1:45pm) + +**Original document display name:** Displays the original document (left side) display name. This can be different to the *document name.* + +**Original document name:** Displays the original document (left side) display name. This can be different to the *display name.* + +**Original document version:** Displays the document version. If there is no version set, this is ignored. + +**Original document ID:** Displays the document ID. If there is no ID set, this is ignored. + +**Modified document display name:** Displays the original document (right side) display name. This can be different to the *document name.* + +**Modified document name:** Displays the original document (right side) display name. This can be different to the *display name.* + +**Modified document version:** Displays the document version. If there is no version set, this is ignored. + +**Modified document ID:** Displays the document ID. If there is no ID set, this is ignored. + +**Output type:** Provides the output type for selected output. For example if a Redline export was performed, then it will say "Redline: + +**Original document file type:** Displays the original (left side) document file type. If the file type was PDF it would say "pdf". + +**Modified document file type:** Displays the modified (right side) document file type. If the file type was docx it would say "docx". + +Now that we understand what all the tags represent, below are the two ways you can set your own filename output schema + +### Method 1: Preset options + + +![](/images/draftable-legal-configuring-custom/image-4.png) + + +You can select from the many preset options shown above, each with its own unique use-cases. Below are a few examples to understand what some of the preset filename outputs would look like. + +**Example 1:** + +Original document name: original\_draft + +Original document ID: 232 + +Modified document name: original\_draft\_v2 + +Original document ID: 234 + +Preset used: \[original document version\] \[original document name\] vs \[modified document version\] \[modified document name\] \[output type\] + +Output used: Redline + +Filename for the output: **original\_draft 232 vs original\_draft\_v2 234 Redline** + +**Example 2:** + +Original document name: contract\_town-planning + +Original document version: 2.3 + +Original document ID: 1546 + +Modified document name: contract\_town-planning\_variation + +Original document version: 2.7 + +Original document ID: 1685 + +Preset used: COMPARISON #\[original document ID\]v\[original document version\] \[original document name\] vs #\[modified document ID\]v\[modified document version\] \[modified document name\] + +Output used: Redline + +Filename for the output: **COMPARISON #1546v2.3 contract\_town-planning vs #1685v2.7 contract\_town-planning\_variation** + + +### Method 2: Create your own output schema + +Using the information above we can create our own schema using any combination of tags and free text. Any free text used in the schema will appear on all comparison outputs. For example if you enter the text "Comparison Export" like shown below: + + +![](/images/draftable-legal-configuring-custom/image-5.png) + + +That will appear at the start of every comparison output, and is not dynamic like the tags. If we add tags to the above filename output such as the \[date and time\] tag, it will look like this. + + +![](/images/draftable-legal-configuring-custom/image-6.png) + + +This means that if a comparison was completed at 12:35pm on the 17/02/2024, then the resulting output filename for the output would be: **Comparison Export 20240217 1235** + +There are also some additional considerations to be noted: + +- **Autocomplete Feature**: As you type in the Filename output field, r types in the an autocomplete dropdown should appear after you type the `[` character. This dropdown will suggest possible tags based on what the user has typed after `[`. +- **Selection of Autocomplete Options**: You can select an option from the autocomplete suggestions either by using the `Tab` key or by clicking on one of the suggestions. +- **Easy Tag Removal**: If you make a mistake, pressing the backspace key will remove the entire tag instead of just one character. + +If you have any issues with this feature, or any questions, please get in touch with us at [support@draftable.com](mailto:support@draftable.com). + diff --git a/hc/en-us/articles/29275292001177-How-to-fix-unable-to-compare-errors-when-comparing-PDF-files.mdx b/hc/en-us/articles/29275292001177-How-to-fix-unable-to-compare-errors-when-comparing-PDF-files.mdx new file mode 100644 index 0000000..3a242d5 --- /dev/null +++ b/hc/en-us/articles/29275292001177-How-to-fix-unable-to-compare-errors-when-comparing-PDF-files.mdx @@ -0,0 +1,236 @@ +--- +title: "How to fix 'unable to compare' errors when comparing PDF files" +description: "This article provides troubleshooting steps for users encountering issues under two scenarios." +--- + + +**Scenario A: Unable to compare PDF files:** Where users receive an 'Unable to compare' error when trying to compare PDF files (either 'PDF vs PDF' or 'PDF vs Docx' combinations). + + + Unable to compare error + + +**Scenario B: Failed Microsoft Word or OCR System Verification tests:** Where users see errors in System Verification results for the following tests: + +- Microsoft Word settings configured +- Microsoft Word: PDF to Office document conversion +- Comparisons: Optical Character Recognition (OCR) + + + System verification errors + + +This article provides troubleshooting steps for users encountering issues under two scenarios. + +## Why Does This Happen? + +These errors most commonly occur due to issues when Draftable is attempting to use Microsoft Word to complete document preprocessing steps (PDF conversion to Docx, or for Optical Character Recognition). The underlying cause of Word being unable to perform these tasks are: + +- **Outdated Version**: Redlining functions best with the most recent versions of Microsoft Word. Older versions may cause conflicts. +- **Conflicting Settings:** Word has numerous settings that control its document handling. Sometimes, these settings can become jumbled and prevent Word from launching correctly. +- **PDF Conversion Issues**: Redlining often involves converting PDF files into Word documents. If this conversion process encounters problems, it can lead to Word crashing. + +## The Solution: Troubleshooting Steps + +### Check Office Version + +Ensure that the application has correctly identified and set the Office version. Verify the Office install details below, ensuring it is Office 2016 or later (Version: 16.0.17126.20132, Arch: x64, Type: C2R). + + +Open any Office application, such as Word or Excel, and select **Account**. + + **Note:** If you don't see **Account** or you already have a file or document open, choose **File** from the menu, and then select either **Account** or **Help** from the list on the left. + + + +Under **Product** **Information**, you'll find your Office product name and, in some cases, the full version number. + + + Account page + + +1 - **Product name**, such as Microsoft 365 ProPlus or Office Home and Student. + +2 - **Version number**, which includes version, build number, and the type of installation such as Click-to-run or Windows Store. + + +*For more information, such as the bit-version, choose **About Excel**. A dialog box opens, showing the full version number and bit version (32-bit or 64-bit).* + +See [https://support.microsoft.com/en-au/office/about-office-what-version-of-office-am-i-using-932788b8-a3ce-44bf-bb09-e334518b8b19](https://support.microsoft.com/en-au/office/about-office-what-version-of-office-am-i-using-932788b8-a3ce-44bf-bb09-e334518b8b19) for more information. + + +### Enable the 'Use Single Instance of Word' Setting + + +**Open Draftable via the Windows Search Bar** + + + Windows Search Bar + + + +Open the **Settings** menu in the top right corner of the Draftable **New Comparison Window** + + + Settings menu + + + +**Find the "Single Instance" setting:** + +- A new window will appear with the Settings information about Draftable. Look for the "General" Settings. +- Under this, look for the Microsoft Word section and find the "Only use a single instance of Microsoft Word" setting. + + + Single Instance setting + + + +**Make sure "Single Instance" is enabled:** + +- Next to the words "Single Instance" or "Only use one Word," there will be a check box. If the box is empty, click on it so the "Single Instance" is enabled. +- If the box already has a checkmark in it, then the setting is already turned on and you don't need to do anything else. + + + Single Instance enabled + + + +If the setting was not enabled previously, try using Draftable again:** + +- Close the Draftable settings window. +- Now you can try using Draftable again and see if the problem is fixed. +- Note: if you already had this setting enabled, move to the next troubleshooting step (see below) + + +### Try switching to the Draftable PDF conversion engine + + +Open Draftable via the **Windows Search Bar** + + + Windows Search Bar + + + +Open the **Settings** menu in the top right corner of the Draftable **New Comparison Window** + + + Settings menu + + + +**Look for the Conversion engine setting:** + +- Under the General settings, look for the Conversion engine section. It might be set to the Default Microsoft Word conversion engine. + + + Conversion engine setting + + + +**Switch to the Draftable engine:** + +- Select the dropdown menu in this section and select the Draftable Engine. +- This will make Draftable the engine your software uses. + + + Draftable engine selected + + + +**If you were not previously using the Draftable Engine, rerun your comparison:** + +- If you made a change in step 3, try and re-run the comparison to see if the problem is fixed. + + +### Microsoft Office Repair + + +**Before you begin:** + - Close any Office applications (Word, Excel, PowerPoint, etc.). + - Make sure you have a stable internet connection (needed for Online Repair). + **Repairing Microsoft Office:** + + +Right-click the Start button (lower-left corner) and select Installed apps on the pop-up menu. + + + + Installed apps + + + +Select the Microsoft Office product you want to repair, click the ellipses, and select **Modify**. + + + + Modify an app + + + **Note:** This will repair the entire Office suite even if it's just one application you want to repair such as Word or Excel. If you have a standalone app installed, then search for that application by name. + + + +Depending on your Office installation type (Click-to-run or MSI-based), you'll see the following options to proceed with the repair. Follow the steps for your installation type.  + + **Click-to-run**  + + In the window **How would you like to repair your Office** Programs, select **Online Repair** > **Repair** to make sure everything gets fixed. (The faster **Quick Repair** option is also available, but it only detects and then replaces corrupted files.)  + + Install using click-to-run + + **MSI-based**  + + In the **Change your installation** window, select **Repair** and then click **Continue**. + + +Follow the instructions on the screen to complete the repair. + +**After the Repair:** + +- Try opening a document in Word or any other Office application and see if the issue is resolved. +- If you were getting the error during a Draftable Desktop comparison, try comparing your documents again to see if it's fixed. + + +### Microsoft Repair in Draftable Settings + + +Open Draftable via the **Windows Search Bar** + + + Windows Search Bar + + + +Open the **Settings** menu in the top right corner of the Draftable **New Comparison Window** + + + Settings menu + + + +**Find the Add-Ins setting:** + +- A new window will appear with the Settings information about Draftable. Look for the "Add-Ins" Settings. +- Under this, look for the Word Add-in setting. If there are Word Add-in issues, you will have the option to **repair** the Add-In. + + + Add-Ins setting + + + +**Run the Word Add-in repair:** + +- Click on the Repair Word Add-in button. It all happens in the background, so nothing will pop up on the screen, but it will have run the repair. + + +#### **After the Repair:** + +- Close the Draftable settings window. +- Try opening a document in Word or any other Office application and see if the issue is resolved. +- If you were getting the error during a Draftable Desktop comparison, try comparing your documents again to see if it's fixed. + +### What if the problem persists? + +If you continue to face difficulties after going through the troubleshooting steps, please contact our customer support team for help at [support@draftable.com.](mailto:support@draftable.com) \ No newline at end of file diff --git a/hc/en-us/articles/30062521598361-Bulk-Compare-How-to-load-and-run-multiple-comparisons-at-once.mdx b/hc/en-us/articles/30062521598361-Bulk-Compare-How-to-load-and-run-multiple-comparisons-at-once.mdx new file mode 100644 index 0000000..a7e0ea2 --- /dev/null +++ b/hc/en-us/articles/30062521598361-Bulk-Compare-How-to-load-and-run-multiple-comparisons-at-once.mdx @@ -0,0 +1,7 @@ +--- +title: "Bulk Compare: How to load and run multiple comparisons at once" +--- + +import DraftableBulkCompare from '/snippets/Bulk-Compare-How-to-load-and-run-multiple-comparisons-at-once.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/30062521598362-Bulk-Compare-How-to-load-and-run-multiple-comparisons-at-once.mdx b/hc/en-us/articles/30062521598362-Bulk-Compare-How-to-load-and-run-multiple-comparisons-at-once.mdx new file mode 100644 index 0000000..a7e0ea2 --- /dev/null +++ b/hc/en-us/articles/30062521598362-Bulk-Compare-How-to-load-and-run-multiple-comparisons-at-once.mdx @@ -0,0 +1,7 @@ +--- +title: "Bulk Compare: How to load and run multiple comparisons at once" +--- + +import DraftableBulkCompare from '/snippets/Bulk-Compare-How-to-load-and-run-multiple-comparisons-at-once.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/30079288683289-Release-notes-Draftable-Legal-v2-14.mdx b/hc/en-us/articles/30079288683289-Release-notes-Draftable-Legal-v2-14.mdx new file mode 100644 index 0000000..b6ec1ba --- /dev/null +++ b/hc/en-us/articles/30079288683289-Release-notes-Draftable-Legal-v2-14.mdx @@ -0,0 +1,94 @@ +--- +title: "Release notes: Draftable Legal v2.14" +description: "We are excited to share our highlights from Draftable Legal release version 2.14 (released in March 2024). *For a full list of items in all releases, please see our [Release Log.](/hc/en-us/articles/20871414263577-Release-Log-Draftable-Legal)*" +--- + + +This update added improvements designed to help our customers by: + +- Reducing time taken to compare multiple markups by running multiple comparisons + (Bulk Compare) +- Removing tedious workflow steps for SharePoint users by allowing file selection and saving from within Draftable (via our new custom-built file selection user interface) +- Removing noise in comparisons by allowing changes in headers and footers to be included / ignored independently +- Strengthening product reliability through a series of underlying improvements to MS Word interoperations +- Creating a easier and more accessible navigation by updating the user interface of Draftable's Redline PDF viewer + +Let's explore these updates in more detail. + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the 2.14 release to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## New Core Functionality + +### Run multiple comparisons at once with ‘Bulk Compare’ + +From Draftable Legal v2.14, users are able to **load multiple documents for comparison and run them simultaneously**. This 'Bulk Compare' feature is designed to save you time by removing the need to manually run every single comparison one by one. It was the single most requested feature from customers over the last 6 months and we are thrilled to be delivering it. + +With Bulk Compare, you can load multiple **(up to 100s\*) of 'newer' documents** to compare against a single original document. Each comparison is run independently and you are able to open or save them.  + +Future improvements will see more 'next actions' being added to the Bulk Compare feature, allowing all outputs to be printed, saved, zipped or saved to document management systems. + +To learn more about how to use this feature, [see our complete step by step guide here](/hc/en-us/articles/30062521598361-Bulk-Compare-How-to-load-and-run-multiple-comparisons-at-once). + +*\*While there is no limit to the number of comparisons that can be run using the Bulk Compare featu**re**, Draftable Legal only supports running up to 100 bulk compares at a time. Users can load and run more compares than this at their own discretion.* + +![](/images/draftable-legal/image-155.png) + + + +![](/images/draftable-legal/image-156.png) + + +## New SharePoint integration functionality + +### ‘Select from’ and ‘save to’ SharePoint via Draftable Legal + +Draftable Legal v2.14 now offers users the ability to "select from / save to" SharePoint Online directly from our platform, offering a smoother integration experience. Previously, SharePoint users had to + +- Load files from SharePoint online via their web browsers +- Save comparison outputs to SharePoint online by first saving locally then separately uploading them to SharePoint Online + +From v2.14, Draftable Legal has its own custom-built file selection and saving UI which has been implemented for SharePoint users. This file selection and saving interface brings our SharePoint integration up to the same standard as the iManage and NetDocuments integrations in terms of functionality and is a critical step for any customer using SharePoint as a Document Management System. + +![](/images/draftable-legal/image-157.png) + + + +![](/images/draftable-legal/image-158.png) + + +### Ability to enable / disable SharePoint online via Group Policy + +In addition to the above, we have also enabled Group Policy support for enabling or disabling the SharePoint integration. This will provide administrators with added control over SharePoint integration configuration (previously only configured via registry key updates). + +## Added Markup Customization + +### Configure changes shown in Headers and Footers separately + +In response to user feedback, we have added the ability to disregard changes in headers and footers individually in the Redline settings. This improvement adds to Draftable Legal’s ability to produce a high quality output that allows lawyers to focus on the changes that matter most. + +Users can now see ignore changes in headers that aren't relevant (e.g. updated logo images) while still seeing substantive changes in footers that need to be detected (e.g. updates to recipient's name, date document name, and signee initials). + +We are pleased to share that our next major release will include a number of additional markup customization options for other document elements that have been requested by users. + +## Improving Software Performance + +### Updates to improve reliability with MS Word + +Reliability is a foundational requirement of Draftable Legal customers. Customer feedback and support has shown that many issues users run into relate to Draftable’s use of Microsoft Word for certain preprocessing operations. Our team has done a significant review of how Draftable interacts with MS Office and a range of updates have been made to reduce issues when Draftable calls out to MS Word via the API. This ensures your comparison workflows continue uninterrupted by errors. + +## Better navigation and accessibility in the Draftable PDF Viewer + +Users will find navigation of the Draftable viewer simplified and more accessible thanks to user interface upgrades in Draftable Legal v2.14. These changes include: + +- Highlighting commands where the cursor is in the ‘next action’ menu (on right hand side) to make it easier to quickly select your next step +- Smoother expanding and collapsing animation for the ‘next action’ menu +- Defaulting to the expanded view for the Ribbon menu (top menu) to make commands such as our dynamic ‘changed pages only’ view more discoverable + +These changes have also allowed us to prepare for the release of our interactive change list for redline comparisons (currently only available in Side by Side comparisons). This feature is scheduled for our next major release in April. + +![](/images/draftable-legal/image-159.png) + diff --git a/hc/en-us/articles/30114595020185-Draftable-Legal-Frequently-Asked-Questions.mdx b/hc/en-us/articles/30114595020185-Draftable-Legal-Frequently-Asked-Questions.mdx new file mode 100644 index 0000000..3cda0fe --- /dev/null +++ b/hc/en-us/articles/30114595020185-Draftable-Legal-Frequently-Asked-Questions.mdx @@ -0,0 +1,796 @@ +--- +title: "Draftable Legal Frequently Asked Questions" +description: "This FAQ page is meant to be an all-in-one resource for all Draftable Legal users looking for quick answers to questions. We recommend that if you want a more in-depth view of some of these topics you look at the dedicated article, however, this FAQ is designed to assist you as quickly as possible." +--- + +## Table of contents + +Click on the section or question below from the table of contents, to go directly to the answers you need for Draftable Legal + +[Launching comparison & inputting files](#launching-comparison--inputting-files) + +- [How do I launch a comparison?](#how-do-i-launch-a-comparison) +- [How do I add documents/text for comparison?](#how-do-i-add-documentstext-for-comparison) +- [How do I compare iManage documents?](#how-do-i-compare-imanage-documents) +- [How do I compare different iManage versions?](#how-do-i-compare-different-imanage-versions) +- [How do I compare NetDocuments files?](#how-do-i-compare-netdocuments-files) +- [How do I compare different versions of NetDocuments files?](#how-do-i-compare-different-versions-of-netdocuments-files) +- [How do I compare SharePoint documents?](#how-do-i-compare-sharepoint-documents) +- [How do I compare files on my computer using right-click?](#how-do-i-compare-files-on-my-computer-using-right-click) +- [Can I drag and drop for comparisons?](#can-i-drag-and-drop-for-comparisons) +- [How do I compare from Outlook?](#how-do-i-compare-from-outlook) +- [Can I compare the documents I have already compared earlier?](#can-i-compare-the-documents-i-have-already-compared-earlier) +- [Can I compare multiple documents at once?](#can-i-compare-multiple-documents-at-once) + +[Customizing and using comparisons](#customizing-and-using-comparisons) + +- [How do I customize my comparisons?](#how-do-i-customize-my-comparisons) +- [Can I create Redline profiles/rendering sets?](#can-i-create-redline-profilesrendering-sets) +- [How do I rename comparison outputs?](#how-do-i-rename-comparison-outputs) + +[Comparison output - types & export options](#comparison-output---types--export-options) + +- [How do I generate my desired comparison output? (PDF redline, tracked changes, side-by-side)](#how-do-i-generate-my-desired-comparison-output-pdf-redline-tracked-changes-side-by-side) +- [How do I export (save or send) comparisons from the Draftable viewer?](#how-do-i-export-save-or-send-comparisons-from-the-draftable-viewer) +- [How do I generate Changed pages only output?](#how-do-i-generate-changed-pages-only-output) +- [What comparison output is available for Word/PDF file comparisons?](#what-comparison-output-is-available-for-wordpdf-file-comparisons) +- [Can I compare scanned documents in PDF format?](#can-i-compare-scanned-documents-in-pdf-format) +- [Can I switch to Word with tracked changes without re-running the comparison?](#can-i-switch-to-word-with-tracked-changes-without-re-running-the-comparison) +- [Why use the Draftable viewer?](#why-use-the-draftable-viewer) +- [How do I run PowerPoint and Excel comparisons?](#how-do-i-run-powerpoint-and-excel-comparisons) +- [What comparison outputs are available for PowerPoint and Excel comparisons?](#what-comparison-outputs-are-available-for-powerpoint-and-excel-comparisons) + +[Troubleshooting](#troubleshooting) + +- [A comparison I tried failed to work, what do I do now?](#a-comparison-i-tried-failed-to-work-what-do-i-do-now) +- [How can I share my documents with Support without sharing confidential information?](#how-can-i-share-my-documents-with-support-without-sharing-confidential-information) +- [How do I export error logs?](#how-do-i-export-error-logs) + +## Launching comparison & inputting files + + + + +The following files are compatible for comparison with Draftable Legal: + +- Word files (like docx and doc); +- Text files, rich text format (or rtf); +- PDF files (Including scanned files); +- Excel files; and +- PowerPoint files. + + + + + +Launching a comparison is easy - there are a few options available to you so that you can choose the one that works best for your workflow: + +**Launch from your desktop:** + +Double-click the Draftable shortcut on the Desktop, or search for Draftable in your Windows search bar; + + +![](/images/frequently-asked-questions/image-1.png) + + +**Launch from Word or Outlook:** + +Click the Draftable icon to start comparing from within Word or Outlook. + +For Outlook, you can find this icon in the Draftable tab at the top of the Outlook menu ribbon. + + +![](/images/frequently-asked-questions/image-2.png) + + +For Word, you can find this icon in the Draftable tab at the top of the Word menu ribbon. + + +![](/images/frequently-asked-questions/image-3.png) + + +**Launch from your Document Management System (DMS), e.g. iManage, NetDocuments:** + +For iManage: + +- Option 1: click the Draftable icon to start comparing from within iManage; or +- Option 2: 'right click' the file you want to compare and select one of the available compare with Draftable options. + +*Option 1: click the Draftable icon* + + +![](/images/frequently-asked-questions/image-4.png) + + +*Option 2: 'Right click'* + + +![](/images/frequently-asked-questions/image-5.png) + + +**Launch from the local files directory** + +Select one or two files and 'right click' on them, then click on 'Compare with Draftable' + + +![](/images/frequently-asked-questions/image-6.png) + + +Once you launch Draftable, you will see the New comparison window where you can select your documents and start comparing! + + +![](/images/frequently-asked-questions/image-7.png) + + + + + + +To run a comparison, you need to upload documents or enter text you want to compare to the Draftable New comparison window - there are a few options available: + +Uploading **files**: + + +![](/images/frequently-asked-questions/image-8.png) + + +- If the comparison is launched from within Word, Outlook or your DMS (e.g. iManage, NetDocuments), the selected file(s) will already be uploaded for comparison; +- Browse for local or DMS files from within the New comparison window; or +- 'Drag & drop' from your local files or DMS. + +Uploading **text** input: + + +![](/images/frequently-asked-questions/image-9.png) + + +- Copy & paste existing text from a document or other location; +- From within Word or Outlook - highlight text & click the 'Compare text' button in the Draftable tab; or +- Highlight the text you want to compare and 'drag & drop' the text into the New comparison window. + + + + + +You can upload iManage files for comparison: + +- From within iManage (just select the relevant file and click the Draftable icon; or 'right click' the file you want to compare and select one of the available compare with Draftable options); +- By 'dragging & dropping' iManage files into the Draftable launcher; or +- By browsing iManage files from within the Draftable launcher. + +To browse for iManage files - in the New comparison window open click the iManage icon for either the older or newer document. + + +![](/images/frequently-asked-questions/image-10.png) + + +This will open the iManage menu, where you will be able to navigate to your desired document - then just select it, and it will load into Draftable. + + +![](/images/frequently-asked-questions/image-11.png) + + + + + + +There are two ways you can select file versions to compare in Draftable: from within iManage or via the Draftable 'version selector'. + +**Selecting a version when uploading files - browsing iManage files from the Draftable launcher** + +To select file versions when browsing files via Draftable's 'iManage file selector: + + + +Navigate to the relevant file; + + +Click the 'i' button (pictured below) to 'show details' related to the document (this button will be at top in the iManage menu, on the right-hand side); + + +![](/images/frequently-asked-questions/image-12.png) + + +![](/images/frequently-asked-questions/image-14.png) + + + + + +Go to the 'Versions' tab (which will display all versions of the file) and select the relevant version; + + +![](/images/frequently-asked-questions/image-13.png) + + + +Then click 'Select' button at the bottom of the screen. + + + +**Selecting document versions when loading files from within iManage** + +Navigate to the relevant document and either: + +- 'Right-clicking' on the document and then selecting 'Compare versions', from where you will be able to select the version(s) you need (if you select 'Compare with latest' - the latest two versions of the document will be uploaded); or +- Open the versions menu in iManage by clicking the 'i' (show details) icon in the top right of the screen and then selecting the 'versions' tab on the right-hand side of the screen. Then right-click on the version you want to load and select 'compare'. + +![](/images/frequently-asked-questions/image-14.png) + + + +![](/images/frequently-asked-questions/image-15.png) + + + +**Changing the selected version when files are already uploaded** + +Once you have loaded a document from iManage, and if that document has different versions you can quickly change the version used for comparison. + +In the new comparison window below click 'Select version' to change the version used. When clicked, in a new window, you will see all document versions displayed, from where you can change the version to be used for comparison. + +![](/images/frequently-asked-questions/image-16.png) + + + +![](/images/frequently-asked-questions/image-17.png) + + + +![](/images/frequently-asked-questions/image-18.png) + + + + + + + +You can upload NetDocuments files for comparison: + +- From within NetDocuments ('right click' on the relevant file, select 'Send to application' and select one of the available Draftable comparison options); or +- By browsing NetDocuments files from within the Draftable launcher. + +To browse for NetDocuments files - in the New comparison window open click the NetDocuments icon for either the older or newer document. + + +![](/images/frequently-asked-questions/image-19.png) + + + + +This will open the NetDocuments menu where you will be able to navigate to your desired document - then just select it, click 'Open' and it will load into Draftable. + +![](/images/frequently-asked-questions/image-20.png) + + + + + + + + +There are two ways you can select file versions to compare in Draftable: from within NetDocments or via the Draftable 'version selector'. + +**Selecting a version when uploading files - browsing NetDocuments files from the Draftable launcher** + +To select file versions when browsing files via Draftable's NetDocuments file selector: + + + +Click the NetDocuments icon in the New comparison window; + + +Navigate to the relevant file and click on it; + + +In the document menu window on the right (pictured below) select the relevant document version that you want to use for comparison and click 'Open'; + +![](/images/frequently-asked-questions/image-21.png) + + + + + +Then click 'Open' button at the bottom of the screen - the version of the document that you have selected will then be uploaded to the Draftable launcher in the New comparison window. + + +![](/images/frequently-asked-questions/image-22.png) + + + + + + +**Selecting document versions when loading files from within NetDocuments** + +Navigate to the relevant document and: + +- 'Right-click' on the document, select 'Send to application', choose 'Draftable Compare Version' from where you will be able to select the version(s) you need (if you select 'Draftable Compare Latest' - the latest two versions of the document will be uploaded); or +- Select the relevant document, click 'More', select 'Send to application', choose 'Draftable Compare Version' from where you will be able to select the version(s) you need (if you select 'Draftable Compare Latest' - the latest two versions of the document will be uploaded). + + +![](/images/frequently-asked-questions/image-23.png) + + +![](/images/frequently-asked-questions/image-24.png) + + + +![](/images/frequently-asked-questions/image-25.png) + + + +![](/images/frequently-asked-questions/image-26.png) + + + +**Changing the selected NetDocuments version when files are already uploaded** + +Once you have loaded a document from NetDocuments, and if that document has different versions you can quickly change the version used for comparison. + +In the new comparison window below click 'Select version' to change the version used. When clicked, in a new window, you will see all document versions displayed, from where you can change the version to be used for comparison. + +![](/images/frequently-asked-questions/image-27.png) + + + +![](/images/frequently-asked-questions/image-28.png) + + + +![](/images/frequently-asked-questions/image-29.png) + + + + + + + + +Go to your desired documents on SharePoint and select both documents you wish to compare. Once done select the Draftable logo that says 'compare' to automatically load your documents into the new comparison window. + + +![](/images/frequently-asked-questions/image-30.png) + + + + +You can also 'drag & drop' your SharePoint files into the Draftable new comparison window. + +If your SharePoint files are synced with your local computer, you will also be able to upload SharePoint files via browsing from within the Draftable New comparison window. + + + + + +Navigate to the location of your desired documents and select the documents you wish to compare. Then right-click on these documents. + +Navigate to the Show More Options item. + + +![](/images/frequently-asked-questions/image-31.png) + + + + +Then select Compare in Draftable. This will automatically load the documents into the New Comparison Window. + + +![](/images/frequently-asked-questions/image-32.png) + + + + + + + + +Yes! Ensuring you have the file explorer open with your desired files and the New comparison window open, simply click and drag your documents into the window to the respective Older or Newer document fields. + + +![](/images/frequently-asked-questions/image-33.png) + + +![](/images/frequently-asked-questions/image-34.png) + + + + +Additionally, you can drag and drop from both iManage and SharePoint as well. + +![](/images/frequently-asked-questions/image-35.png) + + + + + + + + +Open up the email that contains the desired documents you wish to compare. + + + +In the email window, select the tab called Draftable; + + +Click **Compare**; + + +A prompt will open asking you to choose the documents you wish to compare, select the desired documents and click **Select**; and + + +The selected documents will be loaded into the new comparison window. + + + + + + +![](/images/frequently-asked-questions/image-37.png) + + + +![](/images/frequently-asked-questions/image-38.png) + + + +![](/images/frequently-asked-questions/image-39.png) + + + + + + + +Yes - you can access recently compared files from within the 'Recent' button in the Draftable launcher (New comparison window) and select relevant documents to perform a new comparison. + + +![](/images/frequently-asked-questions/image-40.png) + + + + + + + +Draftable Legal allows you to load multiple documents for comparison and run them simultaneously. This 'Bulk Compare' feature is designed to save you time by removing the need to manually run every single comparison one by one. + +With Bulk Compare, you can load multiple (up to 100s\*) of 'newer' documents to compare against a single original document. Each comparison is run independently and you can open or save them. + +To learn more about how to use this feature, see [our full step-by-step guide](/hc/en-us/articles/30062521598361-Bulk-Compare-How-to-load-and-run-multiple-comparisons-at-once). + + + + +![](/images/frequently-asked-questions/image-41.png) + + + + + +## Customizing and using comparisons + + + + +Depending on the administrative settings of your organization, as an individual user, you may or may not be permitted to adjust the rendering settings of your comparison output. In the case where comparison customization is available to you, follow the below steps to customize your comparisons. + +Open the settings menu in the Draftable launcher (top right corner). + + +![](/images/frequently-asked-questions/image-42.png) + + + + +Navigate to the Redline tab for Redline comparison settings. + +Some of these settings include the types of changes that are seen in your Redline comparisons (like content changes and style changes), the colours used in Redline comparisons, settings for comparing comments, conventions for comparison file names and more. + + +![](/images/frequently-asked-questions/image-43.png) + + + + +For Side by Side settings, navigate to the Side by Side tab and customize your comparisons there. + + +![](/images/frequently-asked-questions/image-44.png) + + + + + + + + +Depending on the administrative settings of your organization, as an individual user, you may or may not be permitted to create your own Redline profiles (rendering sets) in addition to the ones set by your organization. + +Redline profiles allow you to load in a preset of Redline settings for your Draftable legal application to easily apply different setting profiles depending on the documents you are comparing at the time. Profiles and configuring profiles is an involved process and we recommend you read [our dedicated knowledge base article](/hc/en-us/articles/19002240548249-Managing-profiles-for-Redline-settings) if you wish to learn more. + + + + + +In addition to the standard way to rename files within the local files directory, Draftable Legal allows you to set up your own customized naming convention for comparison outputs. However, note that depending on your administrative settings this feature might be disabled. + +To customize your default comparison output naming convention, go to 'Settings' - Choose 'Redline' (vertical ribbon on the left-hand side) and scroll down to 'Filename output'. You would be able to set up your preferred filename convention by selecting one of the preset options from the drop-down menu or setting up your own convention. To do so, we recommend that you follow [our dedicated knowledge base article](/hc/en-us/articles/28737392718745-Draftable-Legal-Configuring-Custom-Output-Filenames). + + +![](/images/frequently-asked-questions/image-45.png) + + + + + + + +## Comparison output - types & export options + + + + +You will be able to select the relevant comparison output in the 'Comparison type' drop-down menu in the Draftable launcher. You need to select your preferred output type before you 'click' the 'Compare' button. + +Depending on the types of files compared, the following options are available for your comparison output: + +- PDF redline (for comparing Word; PDF files; or text input) format; +- Tracked changes / native format: + - Word with tracked changes (for comparing Word; PDF files; or text input); + - PowerPoint with tracked changes (for comparing PowerPoint files); + - Spreadsheet compare (for comparing Excel files); and +- Side-by-side format (for all types of files). + + + + + +**PDF Redline comparisons** + +Comparisons in PDF redline format (available for comparing Word; PDF files; or text input), will be opened in the Draftable viewer. + +The next actions ribbon located on the top of the Draftable viewer will offer you several options for your comparison export, such that you would be able to save, send or print your comparison output directly from the Draftable viewer. You will be able to select the appropriate format (full PDF, PDF changed pages only or Word with tracked changes) for the comparison export. + + +![](/images/frequently-asked-questions/image-46.png) + + + + +**Side-by-side comparisons** + +Side-by-side comparisons could be exported as PDF files in their side-by-side or single-page view. For this, navigate to the ribbon at the top of thew viewer and select the action you wish to use. + + +![](/images/frequently-asked-questions/image-47.png) + + + +You are also able to export the changes list available within the side-by-side window. To do so, click the 'Save' button and choose export type (CSV or DOCX format) and the changes list will be exported into the selected format. + + +![](/images/frequently-asked-questions/image-48.png) + + + + + + + +Changed pages output is available for **Redline in Draftable** comparison output - you can review the document in the mode where only changed pages are shown, as well as export this output as a PDF changed pages-only file. + +This feature can save you time while you are reviewing lengthy documents, as you will no longer need to scroll through the pages without any changes. + +**Review changed pages in the Draftable viewer:** + + + +In the 'Comparison type' in the Draftable launcher (New comparison window), select Redline in Draftable and click 'click' the 'Compare' button; + + +Once the comparison is ready, in the Draftable viewer, to enable the interactive changed pages view feature whilst viewing your comparison, click the icon shown below (at the top of the screen). + + +![](/images/frequently-asked-questions/image-49.png) + + + + + +**Export PDF Changed pages output:** + + + +In the 'Comparison type' in the Draftable launcher (New comparison window), select Redline in Draftable and click 'click' the 'Compare' button; + + +Once the comparison is ready, in the Draftable viewer, you will see the next actions menu in the ribbon at the top of the window; + + +Select your desired export option (e.g. save, email, etc); + + +A drop-down list will appear showing available export options - select 'Changed Pages only'. + + +![](/images/frequently-asked-questions/image-50.png) + + + + + + + + + + + +For your Word-Word, PDF-PDF or Word-PDF comparisons, you have the following comparison output options available: PDF redline, Word with tracked changes and Side-by-side. + +Below you can see explanations of what each of these outputs is and why you might prefer one output versus the other for certain workflows. + +**Redline in Draftable:** + +- The comparison will be opened within the Draftable PDF viewer; +- This option is great when you want to quickly review the comparison in a clean PDF-style format and proceed with your next actions from there; +- From the next actions panel on the right-hand side in the viewer you will be able to select whether you want to export your comparison in any format (PDF, PDF changed pages only, Word with tracked changes); +- You can email your comparison output directly from the viewer in a 'single click'; +- You can also switch to Word with tracked changes output directly from the viewer without having to re-run the comparison (just click 'Open' in the menu panel within the viewer, and select: 'Word with Track Changes'). + +**Tracked Changes in Word:** + +- The comparison will be saved directly in Word with changes shown in tracked changes; +- This output format will allow you to continue working with the markup in the familiar Word environment, so you would be able to further modify the document, accept/reject tracked changes, etc. + +**Side-by-side:** + +- The comparison will open in the Draftable side-by-side viewer, where both (original and modified) documents are displayed side-by-side, and the changes are shown in highlight in those documents; +- Given that this output format shows you the changes in the context of both input files, it is useful for comparing documents with a large volume of changes, where a standard redline format could be hard to read and understand. + + + + + +Yes, you can! Just upload the PDF file for comparison (without needing to convert it into another format first). Draftable Legal has built-in OCR capabilities, which will allow your document to be compared straightaway. + +To enable OCR, go to the 'Settings' menu and navigate to the 'General' tab. In the 'Scanned documents' section, enable OCR by selecting 'Automatic' or 'Always' in the drop-down menu. + + +![](/images/frequently-asked-questions/image-51.png) + + + + + + + + +Where you have performed your Word/PDF/text comparisons in Redline in Draftable format, the comparison will open in the Draftable viewer. + +However, if you wish to switch to Word with Tracked Changes, you can do so directly from the Draftable viewer without needing to re-run the comparison. + +To do so: + +- Navigate to 'Open' in the next actions ribbon on the top of the viewer. +- Select 'Track Changes' and the comparison will open in MS Word as Track Changes document. + + +![](/images/frequently-asked-questions/image-52.png) + + + + + + + +The Draftable viewer offers a lot of functionality that does not exist in typical output formats (such as a PDF viewer), which enhances the comparison functionality and use. + +**Redline comparison features include:** + +Next actions panel for a streamlined workflow: + +- Allows you to easily save, share and print your comparison; +- If you want to email your comparison - you can do so directly from the Draftable viewer, you would be able to generate a new email and include all relevant comparison outputs (as well as input files), or you can copy files to your clipboard and paste them to your existing email. + +Use the Changed Pages Only view to save precious time in review: + +- Allows you to only view the pages that were changed; +- This feature is available in its interactive format from the viewer or as an export (PDF Changed pages). + +Customized comparison output - a tidy comparison that is easy to read: + +- View comparison in the way that makes it easy for you - through markup customization options, individual users or organizations at the administrative level can set up Profiles / rendering sets to personalize the comparison output to match individual/organizational preferences; +- These settings are controlled via [the Draftable settings.](https://help.draftable.com/hc/en-us/articles/29932364732569#h_01HS7B18FPZ4NAVJXG40RCWPX1) + +**Side-by-side comparison features include:** + +- Change list: This allows you to easily see all the changes shown in a comparison. The change list can also be exported; +- Synced scrolling: Retains both the 'base' and 'modified' documents in alignment, such that the changes are easy to understand in the context of each document as you scroll through the documents; +- Ability to tag & annotate changes: you can tag changes to assign priority and indicate where further action is required, as well as annotate changes by including custom entry "notes". + + + + + +With Draftable Legal, you can compare PowerPoint to PowerPoint files and Excel to Excel files. + +This is done through the same launcher - just upload your files in the Draftable launcher (New comparison window). + + +![](/images/frequently-asked-questions/image-53.png) + + + + + + + +After adding files in the Draftable launcher, you will need to select the type of comparison you wish to receive from the 'Comparison type' drop-down menu. + +For PowerPoint and Excel comparisons, output types are available in native (PowerPoint tracked changes / Spreadsheet compare) format or in a side-by-side view. + +**PowerPoint files:** + +- **Redline Tracked Changes**: The comparison will be opened as a PowerPoint file with all modifications to the document displayed as tracked changes, such that you would be able to navigate through the changes and 'accept' / 'reject' them; or +- **Side by side**: This will open the comparison output in Draftable side-by-side view, where both documents are visible on the screen at the same time and all changes are highlighted. + +**Excel files:** + +- **Redline Tracked Changes**: This dedicated format visualizes changes directly within spreadsheet of the Excel file via Spreadsheet compare; or +- **Side-by-side**: This will open the comparison output in a Draftable side-by-side view, where both documents are visible on the screen at the same time and all changes are highlighted. + + + + +## Troubleshooting + + + + +If you attempt to run a comparison and it fails to work, we recommend the following steps to self-diagnose the issue to hopefully assist you in successfully completing that comparison: + +- If you were comparing one or two Word files, try re-saving the document into PDF format using Microsoft Word, and then attempt a comparison; +- Restart Draftable and then retry running the comparison. + +If these fail, get in touch with either your dedicated support team or our support team at [support@draftable.com](mailto:support@draftable.com). + + + + + +Where your comparison failed or certain changes within the compared document were not displayed appropriately, in order to diagnose the issue, we often require the relevant input files. However, we are mindful that confidentiality concerns would typically prevent you from sharing the documents with us due to the sensitive information. + +The 'File Obfuscator' feature within Draftable Legal is there to address this matter. This function will allow you to completely anonymize the content of your files, such that we (or anyone) would be able to de-cypher it. The obfuscated files would still retain relevant elements of the documents, such that we would be able to analyze what is causing an issue without having access to the actual content of the original files. + +To access this feature, go to 'Settings', under 'Troubleshooting' select 'File Obfuscator'. This will open a new window wherein you can choose relevant documents for anonymization. Once an obfuscated file is created, you will be able to send it on to the support team for further diagnosis. + +To learn more about this feature in order to use it, go to [this article in our knowledge base](/hc/en-us/articles/22361579075225-Explainer-Using-the-Obfuscator-feature-to-share-redacted-documents-with-Draftable-Support). + + +![](/images/frequently-asked-questions/image-54.png) + + + + + + + +Log files are used to help the Draftable support team diagnose the issues you are experiencing with Draftable. First, open the settings menu by selecting the settings icon in the New Comparison window. + + +![](/images/frequently-asked-questions/image-55.png) + + + +Once the settings menu is open, navigate to the Troubleshooting tab and select the Export Error Logs option. + + +![](/images/frequently-asked-questions/image-56.png) + + +Once you have exported the logs, provide them to the support team for further diagnosis of your issue. + + + diff --git a/hc/en-us/articles/30861499917337-How-to-manually-re-install-the-Draftable-MS-Word-Add-in.mdx b/hc/en-us/articles/30861499917337-How-to-manually-re-install-the-Draftable-MS-Word-Add-in.mdx new file mode 100644 index 0000000..9e88deb --- /dev/null +++ b/hc/en-us/articles/30861499917337-How-to-manually-re-install-the-Draftable-MS-Word-Add-in.mdx @@ -0,0 +1,116 @@ +--- +title: "How to manually re-install the Draftable MS Word Add-in" +--- + +## Introduction + +This article is designed to assist users in troubleshooting their Draftable MS Word Add-In. Users may find this useful if they receive errors after installing or updating Draftable Legal (see image below) or if they have followed the [How to re-enable Draftable Word Add-in](/hc/en-us/articles/26630500422809-How-to-re-enable-Draftable-Word-Add-in) and were unsuccessful in re-enabling the add-in. + +**Please note:** This guide assumes that users have installed Draftable Desktop on their machine and have a Draftable Legal license activated. + + + + Word Add-in error + + +## The solution: perform a manual uninstall and re-install of the Word add-in + +### Part 1: Uninstall the existing add-in from your machine + + +In your windows search bar (at the bottom of your primary monitor screen), type in **add remove programs** and **open the option 'Add or remove programs (control panel)'. + + + Add or remove programs + + + +Programs are in alphabetical order. Scroll down the list until you find **Draftable.CompareTool.WordAddIn,** click on the **"..."** ellipses and select **Uninstall**. + + Note, If this item does not appear in your list of installed apps you can proceed to the next section. + + + + Uninstall Word Add-in + + + +Windows will warn you that the app will be uninstalled. Select the **Uninstall** to proceed. + + +Microsoft Office will warn you that the add in will uninstall. Select **OK** to continue and the add-in will be uninstalled. Note you will not receive a notification that this is completed. + + +### Part 2: Manually install the latest Word add-in + + +First make sure that all your work in Microsoft Word is saved + + +Then close all Word files / windows on your computer. + + +To be certain no Word processes are running in the background, press **Ctrl + Alt + Delete** on your keyboard and select **Task Manager.** + + +In the task manager, under 'Processes', type **winword** into the search bar, select any processes in the search result and select **End Task. + + + Task Manager + + + +In your windows search bar at the bottom of your screen, type **%localappdata%** and open the %localappdata% file folder in the results. + + + **Note:** If you have installed Draftable Legal via the MSI system wide installer, navigate instead to the install folder of where Draftable was installed. + + + + Local AppData folder + + + +In the file explorer folder that opens, find the folder for **DraftableDesktop** and open it. + + + DraftableDesktop folder + + + +Once the **DraftableDesktop** folder is opened, go to the **current** folder, followed by the **integrations** folder. + + + Integrations folder + + + +Right click 'DraftableWordAddIn-bin.zip' and select 'Extract' + + + Extract zip file + + + +The extracted folder will automatically open when complete. In the folder, **double click** the **Draftable.CompareTool.WordAddIn** **VSTO Deployment Manifest** file. You can confirm the right file by checking the file type is VSTO Deployment Manifest. + + + VSTO Deployment Manifest + + + +This will trigger the manual installation of the Word Add in. Once completed, you should see a notification saying the installation was successful. + + + Installation successful + + +After successfully installing the Word Add-in, **open** **Microsoft Word**. The Add-in should load correctly and be available for use in the ribbon menu and via right click when selecting text (see below). + + + Word Add-in in ribbon + + + + +If you continue to have trouble with your Word Add In installation, please contact [support@draftable.com](mailto:support@draftable.com) and our team will be glad to assist. diff --git a/hc/en-us/articles/31609155610393-Deployment-options-via-MSI-System-wide-installer.mdx b/hc/en-us/articles/31609155610393-Deployment-options-via-MSI-System-wide-installer.mdx new file mode 100644 index 0000000..400ce00 --- /dev/null +++ b/hc/en-us/articles/31609155610393-Deployment-options-via-MSI-System-wide-installer.mdx @@ -0,0 +1,8 @@ +--- +title: "Deployment options via MSI (System wide) installer" +description: "This guide is for IT administrators who wish to deploy Draftable Legal and want to select what additional parameters are included within the install. This can include selections for Office add ins (Outlook and Word), shortcuts and options for the iManage listener sevice. This guide is specific to the Machine-Wide MSI (also known as the System-Wide MSI, Native MSI, or Per-Machine MSI) and only from DraftableDesktopSystem.msi v2.15 onwards. " +--- + +import DraftableMSIDeploymentOptions from '/snippets/Deployment-options-via-MSI-System-wide-installer.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/31609155610394-Deployment-options-via-MSI-System-wide-installer.mdx b/hc/en-us/articles/31609155610394-Deployment-options-via-MSI-System-wide-installer.mdx new file mode 100644 index 0000000..400ce00 --- /dev/null +++ b/hc/en-us/articles/31609155610394-Deployment-options-via-MSI-System-wide-installer.mdx @@ -0,0 +1,8 @@ +--- +title: "Deployment options via MSI (System wide) installer" +description: "This guide is for IT administrators who wish to deploy Draftable Legal and want to select what additional parameters are included within the install. This can include selections for Office add ins (Outlook and Word), shortcuts and options for the iManage listener sevice. This guide is specific to the Machine-Wide MSI (also known as the System-Wide MSI, Native MSI, or Per-Machine MSI) and only from DraftableDesktopSystem.msi v2.15 onwards. " +--- + +import DraftableMSIDeploymentOptions from '/snippets/Deployment-options-via-MSI-System-wide-installer.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/31611819497753-Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow.mdx b/hc/en-us/articles/31611819497753-Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow.mdx new file mode 100644 index 0000000..af9630a --- /dev/null +++ b/hc/en-us/articles/31611819497753-Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow.mdx @@ -0,0 +1,8 @@ +--- +title: "Using 1-Click Compare to run comparisons with your preferred default workflow" +description: "This article outlines how to use the 1-Click Compare with Draftable. This feature is available from Draftable Legal v2.15 on-wards and is currently supported in the Windows Browser, iManage, NetDocuments and SharePoint. Future Draftable updates will add functionality to launch a 1-Click Compare from Word and Outlook." +--- + +import DraftableOneClickCompare from '/snippets/Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/31611819497754-Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow.mdx b/hc/en-us/articles/31611819497754-Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow.mdx new file mode 100644 index 0000000..af9630a --- /dev/null +++ b/hc/en-us/articles/31611819497754-Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow.mdx @@ -0,0 +1,8 @@ +--- +title: "Using 1-Click Compare to run comparisons with your preferred default workflow" +description: "This article outlines how to use the 1-Click Compare with Draftable. This feature is available from Draftable Legal v2.15 on-wards and is currently supported in the Windows Browser, iManage, NetDocuments and SharePoint. Future Draftable updates will add functionality to launch a 1-Click Compare from Word and Outlook." +--- + +import DraftableOneClickCompare from '/snippets/Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/31690826910617-Set-up-guide-for-Draftable-Legal-integration-with-Worldox.mdx b/hc/en-us/articles/31690826910617-Set-up-guide-for-Draftable-Legal-integration-with-Worldox.mdx new file mode 100644 index 0000000..4b08fcc --- /dev/null +++ b/hc/en-us/articles/31690826910617-Set-up-guide-for-Draftable-Legal-integration-with-Worldox.mdx @@ -0,0 +1,97 @@ +--- +title: "Set up guide for Draftable Legal integration with Worldox" +description: "Draftable Legal allows you to integrate your Worldox. This allows users to easily load input files from, and save comparison outputs to Worldox. This article will provide a step-by-step guide on how to set up this integration by adding Draftable Legal's webhooks to your Worldox application .ini files." +--- + +*This guide assumes the user already has installed Worldox correctly and validated that it works correctly.* + + +**Please note:** + +- This is a technical integration guide written for administrator-level users. +- This is **not a guide** for **using Worldox with Draftable Legal,** if you are looking for information on how to use Worldox with Draftable Legal [see here](/hc/en-us/articles/31690967186201-Running-comparisons-with-files-from-Worldox-and-saving-outputs-to-Worldox). +- Changes to the WORDLOX.ini file that enable the Compare button in the Worldox ribbon will only work for users that have received an associated update from Worldox. +- After completion of this guide, end users will need to [enable the Worldox integration in the integrations tab in the Settings menu](/hc/en-us/articles/31708233972121-How-to-enable-Worldox-integration-in-Draftable-Legal). + + +## Add Draftable Legal webhook to your Worldox .ini files + + + +In your file explorer, navigate to the root directory of the Worldox install. The default location is **This PC** > **Windows (C:) > GX4.** + + +![](/images/using-draftable-legal-with-worldox/image-16.png) + + + +In the **root directory** (in the example above, the GX4 folder), find the **WDUSER32.ini** file, open it and copy and paste the following text below the ----- lines + +```ini +[Draftable!Open Worldox] +Active_Trigger=1 +ModuleName=DraftableDesktop +ApplicationClass=HwndWrapper* +PopupClass=#32770 +PopupTitle=Open Worldox +Process_Type=1 +MessageID=71 +[Draftable!Save Comparison Output to Worldox] +Active_Trigger=1 +ModuleName=DraftableDesktop +ApplicationClass=HwndWrapper* +PopupClass=#32770 +PopupTitle=Save Comparison Output to Worldox +Process_Type=2 +Wait=1 +MessageID=71 +``` + + +**Save** the file and close + + +Next, in the **root directory** find the **WDUSER.ini** file, open it and copy and paste the following text below the ----- lines + +```ini +[Draftable!Open Worldox] +ApplicationName=Draftable +Title=Draftable - New Comparison from File +NotForEdit=1 +Macro=&N\vf\n +CancelMacro=\c +[Draftable!Save Comparison Output to Worldox] +ApplicationName=Draftable +Title=Draftable Save Comparison Output As +Macro=\vf\vs\n +CancelMacro=\c +FileNameID=54,48,1001 +``` + + +**Save** the file and close + + +Lastly, in the root directory find the **WORLDOX.ini** file, open it and copy and paste the following text at the end of the document (please note: this enables the Compare button in the Worldox ribbon but will only work for users that have received an associated required update from Worldox) + +```ini +[Compare Programs] +Draftable Legal=%USERPROFILE%\AppData\Local\DraftableDesktop\DraftableDesktop.exe "%ot" "%nt" +[Compare] +Run=OK +``` + + +Changes to the WORDLOX.ini file that enable the Compare button in the Worldox ribbon will only work for users that have received an associated update from Worldox. + + +**Save** the file and close + + +You should now be able to use the Draftable Worldox integration next time you launch Worldox on your machine. + + + +To learn more about how to use Worldox and Draftable, see other articles in this section. + +If you encounter problems setting up this integration, please contact [support@draftable.com](mailto:support@draftable.com) diff --git a/hc/en-us/articles/31690967186201-Running-comparisons-with-files-from-Worldox-and-saving-outputs-to-Worldox.mdx b/hc/en-us/articles/31690967186201-Running-comparisons-with-files-from-Worldox-and-saving-outputs-to-Worldox.mdx new file mode 100644 index 0000000..fb4a2b3 --- /dev/null +++ b/hc/en-us/articles/31690967186201-Running-comparisons-with-files-from-Worldox-and-saving-outputs-to-Worldox.mdx @@ -0,0 +1,153 @@ +--- +title: "Running comparisons with files from Worldox and saving outputs to Worldox" +description: "Worldox is a desktop based document management system. This article will guide you on how to initiate comparisons by selecting documents from Worldox, and how to preserve these comparison exports as outputs within Worldox. This functionality is available from Draftable v2.15 onwards." +--- + + +**Please note:** In order to use the features outline in this article, you must first: + +- Set up the Draftable Legal integration with Worldox by [updating the.ini files](/hc/en-us/articles/31690826910617-Set-up-guide-for-Draftable-Legal-integration-with-Worldox) +- Have enabled the Worldox integration in your Draftable Settings. + + +## Selecting input files from Worldox to start a comparison + +You can load files into Draftable from Worldox in by right click or by dragging and dropping the files from Worldox into Draftable. You can also load files from within Draftable by using the file selector menu. + +### Loading files from within Worldox via right click + + + +In Worldox, navigate to the file you wish to compare and **select the file** + + +![](/images/using-draftable-legal-with-worldox/image-4.png) + + + +**Right click** the file and select **Compare Files** + + +![](/images/using-draftable-legal-with-worldox/image-5.png) + + + +In the popup, where it says "Compare using" you should see Draftable Legal as the selected option from the drop down menu. If necessary you can browse Worldox to find the second file for comparison. If you selected a file with multiple versions (shown) the two most recent versions will be loaded in. + + +![](/images/using-draftable-legal-with-worldox/image-6.png) + + + +Once you are ready to compare the files, select **OK** + + +The files will load into Draftable and you can continue to run your comparison in Draftable by selecting the Comparison Type, Profile and pressing **Compare** + + +![](/images/using-draftable-legal-with-worldox/image-7.png) + + + + +### Loading files from within Worldox via Drag & Drop + + + +Go to Worldox and navigate to the file you wish to compare + + +Select the file and drag the file to Draftable (note, if the Draftable window isn't visible, you can drag the file to the Draftable icon on your Windows Start Bar and the Draftable New Comparison Window should appear) + + +Once you drop the file into Draftable, it will be loaded. Repeat steps 1 & 2 for the second file you wish to compare. + + + +### Load files from within Draftable via the New Comparison Window + + + +Open the Draftable **New Comparison Window**, select **'Worldox'** + + +![](/images/using-draftable-legal-with-worldox/image-8.png) + + + +As the Draftable file navigation window opens, Worldox will open its file browsing UI and you will be able to **navigate to and select (double click) the file** you wish to load into Draftable. + + +![](/images/using-draftable-legal-with-worldox/image-9.png) + + + +Once the file is selected it will load into Draftable. + + +![](/images/using-draftable-legal-with-worldox/image-10.png) + + + +Repeat steps 1-2 for the second file and run your comparison. + + + +## Saving comparison outputs to Worldox + + + +First, in the **New Comparison Window** ensure the "**Redline in Draftable" Comparison Type** has been selected + + +![](/images/using-draftable-legal-with-worldox/image-11.png) + + + +After running a **Redline in Draftable** comparison, the Draftable Viewer will open. Click on the **Save to Worldox** option in the **Draftable Ribbon** found at the top of the Draftable Viewer. This expands the submenu for saving to Worldox. + + +![](/images/using-draftable-legal-with-worldox/image-12.png) + + + +This will bring up the **Comparison Results options**: + + +![](/images/using-draftable-legal-with-worldox/image-13.png) + + +You can then select from one of the below options: + +**Redline:** This saves into a .pdf or .docx file where all changes are marked or "redlined" over the base document. This layout allows for easy visual comparison between the original and new versions of the document. + +**Changed Pages Only:** This is similar to the Redline option, but it only includes pages where changes have occurred. This is a useful feature if you're dealing with lengthy documents and you want to focus just on the pages with modifications. Can only be saved as a .PDF. + +**Tracked Changes:** This saves into a .docx file with all updates embedded as 'Tracked Changes' in Microsoft Word. This is useful for further editing or reviewing in Word, as you can accept or reject changes individually and keep a record of who made what changes and when. + +**Changes Report:** This will save a summary of the document changes found within the Redline. You can pick to either save this in a DOCX or a CSV file format and show all the Reported changes, or just those Matching the filters you have set in the Change List panel. + +Also, if you click on the **"Options'** link at the top of the Comparison Results pop up window, you will also see three additional choices. + + +![](/images/using-draftable-legal-with-worldox/image-14.png) + + +**Summary page:** Includes a brief summary of the number of changes made, as well at the Markup Schema used for the Redline. + +**Changes report:** Includes the full changes report either at the start of the document or at the end. + +**Reported changes:** Allows change report to either include or the changes in the comparison or just those that you displayed via the filter options. + + +**Select the file type** you wish to save and a Worldox save dialog (pictured) will appear shortly after Draftable opens a save window. Enter the required metadata and select **OK** when ready to save as a new file. + + +**Note:** you can save as a new version or related file via the same Worldox dialog. + + + +![](/images/using-draftable-legal-with-worldox/image-15.png) + + + diff --git a/hc/en-us/articles/31708233972121-How-to-enable-Worldox-integration-in-Draftable-Legal.mdx b/hc/en-us/articles/31708233972121-How-to-enable-Worldox-integration-in-Draftable-Legal.mdx new file mode 100644 index 0000000..77a59d5 --- /dev/null +++ b/hc/en-us/articles/31708233972121-How-to-enable-Worldox-integration-in-Draftable-Legal.mdx @@ -0,0 +1,34 @@ +--- +title: "How to enable Worldox integration in Draftable Legal" +description: "In this article, we will guide end users through the process of enabling the Worldox integration in Draftable Legal." +--- + +This is required to use the Worldox integration functions (i.e. loading files from your Worldox application, saving files to Worldox). To use this integration, you will also need to have your system administrator set modify your Worldox .ini files ([see here for details](/hc/en-us/articles/31690826910617-Set-up-guide-for-Draftable-Legal-integration-with-Worldox)). + +## Enabling your Worldox integration in Draftable Legal + + + +Open the **Draftable Legal, New Comparison Window** and select **'settings'** in the top right corner of the Window. + + +![](/images/using-draftable-legal-with-worldox/image-1.png) + + + +In settings, go to the **Integrations** tab, and under Worldox click **Enable Worldox** + + +![](/images/using-draftable-legal-with-worldox/image-2.png) + + + +Select **Done** to close the settings menu. Your Worldox integration should now be enabled. You can confirm this by checking the Worldox file selection menu is available in the **New Comparison Window** (see below). + + +![](/images/using-draftable-legal-with-worldox/image-3.png) + + + + +If you have issues with your Worldox integration, you can contact [support@draftable.com](mailto:support@draftable.com) for assistance. diff --git a/hc/en-us/articles/31733214593945-Release-notes-Draftable-Legal-v2-15.mdx b/hc/en-us/articles/31733214593945-Release-notes-Draftable-Legal-v2-15.mdx new file mode 100644 index 0000000..8336452 --- /dev/null +++ b/hc/en-us/articles/31733214593945-Release-notes-Draftable-Legal-v2-15.mdx @@ -0,0 +1,93 @@ +--- +title: "Release notes: Draftable Legal v2.15" +description: "We are pleased to introduce Draftable Legal v2.15 (released in April 2024). *A full list of items in all releases is available in our* [*Release Log*](/hc/en-us/articles/20871414263577-Release-Log-Draftable-Legal)." +--- + + +Benefits to customers highlighted in the 2.15 update include: + +- **Finish comparison workflows faster** with the addition of ‘1-Click Comparison’ +- **Focus on the changes that matter** with an expanded range of markup customization options in the Redline Settings +- **Reduced issues with the Draftable Word Add-in** by removing interaction with other add-ins and normal.dotm popups +- **New document management system integrations** for **Worldox** and **Epona 365** users +- **More next actions for Side by Side comparisons**, including the ability to save these comparisons to your DMS +- **Easier enterprise deployment configuration** for default PDF conversion engine, Office Add-ins and Shortcuts + +Let's explore these updates in more detail. + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the 2.15 release to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## New Core Functionality + +### Complete your workflow faster with the new 1-Click Compare feature + +Draftable Legal v2.15 debuts the '1-Click Compare' feature, fundamentally redefining how you use Draftable for document comparison. Users can select their preferred comparison type and subsequent ‘next action’, and then run comparisons with a single click operation. This feature is initially supported within Windows file explorer and from iManage, NetDocuments and SharePoint. Future releases will add this command to the Outlook and Word add-ins as well as to other DMS providers. + +*To learn more about how to use this feature,* [see our complete step by step guide here](/hc/en-us/articles/31611819497753-Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow)*.* + +![1-Click Compare.png](/images/draftable-legal/image-150.png) + +## Added Markup Customization + +### Focus on changes that matter with an expanded range of markup customization options + +Draftable v2.15 introduces expanded markup configuration options that were requested by several customers. These include the ability to either include or ignore changes in: + +- Bullets & Numberings, +- Text boxes, +- Tables, +- Tables of Contents, and +- Capitalizations. + +These options (available under Settings > Redline > Comparison Options) allow users to cut out the noise and focus on the changes that truly count. Users can also use these settings to build more tailored redline Profiles. + +![Comparison options.png](/images/draftable-legal/image-151.png) + +#### Configure the font user for free text comparisons + +Based on direct feedback from users, we have added a new setting that allows firms to select the font used for free-text comparisons. This new setting can be found in the ‘General’ tab, and is also configurable via the Registry and Group Policy. We have also updated the default font used for Free Text comparisons to Arial. + +![Free text font setting.png](/images/draftable-legal/image-152.png) + +## Improving Software Performance + +### Updates to improve reliability with MS Word + +Users should see improvements to the reliability of the Draftable Word Add-in from 2.15 thanks to improvements that resolve interaction issues with other COM add-ins. We've also implemented updates that remove the ‘normal.dotm template’ pop-up from appearing when using the Draftable Word Add-in. Users experiencing these issues after updating to v2.15 are encouraged to contact [support@draftable.com](mailto:support@draftable.com) for further assistance. + +## New integration functionality + +### Draftable now integrates directly with Worldox and Epona 365 + +Draftable Legal v2.15 widens its integration capabilities with the addition of Worldox and Epona 365. This enhanced functionality allows users to directly load files from these popular Document Management Systems (DMS), eliminating the need for manual downloads and local file saving. Users can also use Draftable to browse these DMSs to load and save files. Options to save to Worldox and save to Epona are also available from the Draftable Viewer Next Action menu. As a result, customers using these DMS providers can access an even more seamless file management experience with Draftable. + +For a complete guide to setting up and using the Worldox integration, [see here](/hc/en-us/sections/31690290379929-Using-Draftable-Legal-with-Worldox). + +To get started with the Draftable integration for Epona 365, users will need to have Epona installed on their machine and must have the integration set via Group Policy / Windows Registry. + +**Key** in Draftable/Feature, **Value**: IsEponaEnabled **ValueName**: 0 or 1 + +## Next actions available for Side by Side, including save to DMS + +In 2.15, our 'Side by Side' comparisons have been revamped for an improved user interface that aligns with the Redline viewer. A new 'Next Actions' menu provides efficient navigation, enabling users to open, save locally, save to DMS, print, email, or copy to clipboard, directly from the right-hand panel. + +![Next actions in SBS.png](/images/draftable-legal/image-153.png) + +## Administrator improvements + +#### Extending Group Policy for PDF conversion engine + +While the Draftable team has been busily improving the quality of the Draftable PDF conversion engine, the feedback has been overwhelmingly positive. More and more firms are reportedly choosing the Draftable Engine as their default for PDF conversions. In response, the v2.15 version makes this choice easier to implement for administrators with an extended Group Policy option for setting the default PDF conversion engine. With this feature, administrators can easily set up their preferred default engine, eliminating the need for manual Windows Registry configuration. + +*Note: We are continuing to conduct extensive quality assurance testing of the Draftable Engine for PDF conversions and will be making ongoing improvements to our algorithm in relation to PDF rendering.* + +### Updates to the Machine-Wide MSI installer to enable deployment without add-ins or Shortcuts + +Draftable Legal v2.15 included improvements to the Machine Wide MSI (also known as the System-Wide MSI, Native MSI, or Per-Machine MSI). These enable software installation without the MS Office add-ins or desktop and Start Menu shortcuts. This upgrade ensures Draftable users maintain flexibility in deployment after recent updates that moved add-in installation behaviour from the application to the Machine wide MSI. [See here for a complete guide on how to use this improvement while deploying the Machine-Wide MSI](/hc/en-us/articles/31609155610393-Deployment-options-via-MSI-System-wide-installer). + +![](/images/draftable-legal/image-154.png) + \ No newline at end of file diff --git a/hc/en-us/articles/31975077731225-Three-Pane-View-See-changes-in-context-with-older-newer-and-redlined-documents-in-one-screen.mdx b/hc/en-us/articles/31975077731225-Three-Pane-View-See-changes-in-context-with-older-newer-and-redlined-documents-in-one-screen.mdx new file mode 100644 index 0000000..3586ce8 --- /dev/null +++ b/hc/en-us/articles/31975077731225-Three-Pane-View-See-changes-in-context-with-older-newer-and-redlined-documents-in-one-screen.mdx @@ -0,0 +1,7 @@ +--- +title: "Three-Pane View: See changes in context with older, newer and redlined documents in one screen" +--- + +import DraftableThreePaneView from '/snippets/Three-Pane-View-See-changes-in-context-with-older-newer-and-redlined-documents-in-one-screen.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/31975077731226-Three-Pane-View-See-changes-in-context-with-older-newer-and-redlined-documents-in-one-screen.mdx b/hc/en-us/articles/31975077731226-Three-Pane-View-See-changes-in-context-with-older-newer-and-redlined-documents-in-one-screen.mdx new file mode 100644 index 0000000..3586ce8 --- /dev/null +++ b/hc/en-us/articles/31975077731226-Three-Pane-View-See-changes-in-context-with-older-newer-and-redlined-documents-in-one-screen.mdx @@ -0,0 +1,7 @@ +--- +title: "Three-Pane View: See changes in context with older, newer and redlined documents in one screen" +--- + +import DraftableThreePaneView from '/snippets/Three-Pane-View-See-changes-in-context-with-older-newer-and-redlined-documents-in-one-screen.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/32514479509785-Using-the-Redline-Change-List-to-review-filter-tag-add-notes-and-export-your-changes-Using-the-Redline-Change-List-to-review-filter-tag-add-notes-and-export-your-changes.mdx b/hc/en-us/articles/32514479509785-Using-the-Redline-Change-List-to-review-filter-tag-add-notes-and-export-your-changes-Using-the-Redline-Change-List-to-review-filter-tag-add-notes-and-export-your-changes.mdx new file mode 100644 index 0000000..ded197b --- /dev/null +++ b/hc/en-us/articles/32514479509785-Using-the-Redline-Change-List-to-review-filter-tag-add-notes-and-export-your-changes-Using-the-Redline-Change-List-to-review-filter-tag-add-notes-and-export-your-changes.mdx @@ -0,0 +1,148 @@ +--- +title: "Using the Redline Change List to review, filter, tag, add notes and export your changes" +description: "This article outlines how to use the Change List and Changes Report when running 'Redline (.pdf)' comparisons in Draftable. These features were previously available in Side by Side comparisons and have been added to Redline (.pdf) comparisons from Draftable Legal v2.15.200 onward. This feature is not yet supported for Bulk Compare mode. Support for Change Lists in Bulk Compare will be added in future updates." +--- + + +## What is the Change List? + +The Change List is an interactive list of changes found in your comparison. By default, it is shown in the Draftable PDF viewer on the right hand side of your window in the same location as the 'next actions' menu. + +The Change List provides several functions to make it easier to review your comparison prior to sharing it with others or continuing drafting in MS Word. These include: + +- Navigating sequentially through changes, with the relevant section of the redline being shown on screen and highlighted +- Tagging the status of changes +- Filtering changes shown by change type (e.g. insertion / deletion), content type (e.g. numbering, table, table of contents, comments) status tag or with / without notes +- Exporting the changes (including tags and notes) into a Changes Report to share with others + +![](/images/draftable-legal/image-287.png) + +## How to view the Change List + + +Open the **New Comparison Window**, load your input files and run a comparison using the **Redline (.pdf) Comparison Type**  + ![](/images/draftable-legal/image-288.png) + + +Once you have run your compare, your Redline PDF will open in the **Draftable viewer**. The **Change List** will load on the **right hand side** of the screen by default.  + ![](/images/draftable-legal/image-289.png) + + +If you prefer to **see the changes on the left hand side** of the viewer, you can swap to this side by **clicking the icon** in the **bottom right corner** of the screen (pictured) + ![](/images/draftable-legal/image-290.png) + You can **minimize** **the Change List** by **clicking** on the Change List **icon (pictured)** in the top right corner of the Change List + ![](/images/draftable-legal/image-291.png) + + +## Navigating through the changes + +1. You can easily review your changes by scrolling the change list, and can review them in your redline PDF by **clicking on the individual Change Card in the Change List.** This will scroll to the change and highlight it with a blue box around the relevant text. + ![](/images/draftable-legal/image-292.png) +2. You can also navigate changes by using the **'next' and 'previous' change commands** in the ribbon menu. This will scroll to the change and highlight it with a blue box around the relevant text. + ![](/images/draftable-legal/image-293.png) + +## Filtering the change list + + +You can filter which changes are listed by using the filter menu at the top of the change list.  + ![](/images/draftable-legal/image-294.png) + + +When filtering, you can choose to select what is shown or to select what should not be shown + ![](/images/draftable-legal/image-295.png) + + +When selecting what is or is not shown, you have several options. + ![](/images/draftable-legal/image-296.png) + + You can filter changes based on the type of Change Type (i.e. insertions, deletions, moved text, etc) + ![](/images/draftable-legal/image-297.png) + + You can filter changes based on the type of Content Type (i.e. Text, Table of Contents, Image, etc) + ![](/images/draftable-legal/image-298.png) + + You can filter changes based on the Change Location (i.e. Main Document, Headers, Footers, etc) + ![](/images/draftable-legal/image-299.png) + + You can filter changes based on whether or not any notes have been added + ![](/images/draftable-legal/image-300.png) + + You can filter changes based on the status tags applied (e.g. High Priority, Action Required, etc) + ![](/images/draftable-legal/image-301.png) + + +Once the change list is filtered, any content on the PDF that is 'filtered' will be greyed out. For example, below shows non filtered changes: + ![](/images/draftable-legal/image-302.png) + And below shows 'filtered' changes: + ![](/images/draftable-legal/image-303.png) + + +## Tagging and leaving notes on changes + +With the change list, you can now also tag specific changes in your comparison, and also leave notes on changes as well using the change list. + +### Tagging + +To tag a change, go to the change list and locate the change you wish to tag. In the top right section of the change card, hover your cursor the tag icon in the top right. + +![](/images/draftable-legal/image-304.png) + +Then left-click to reveal the tagging options for that change. If you wish to tag that change with one of the tagging options, select the tag you wish to add by clicking left click again. + +![](/images/draftable-legal/image-305.png) + +As you can see in the example below, the below change card has been tagged with a 'High Priority' tag. + +![](/images/draftable-legal/image-306.png) + +Furthermore, we can show all tagged changes with the filters option, like the example below.  + +![](/images/draftable-legal/image-307.png) + +### Notes + +You can also add notes to changes to help you organize changes and leave information for yourself and on your team members. To leave a note, click on the change card in the change-list to reveal the note field. + +![](/images/draftable-legal/image-308.png) + +Simply type in the note of your choosing into the field and hit 'Enter' to add the note to the change card. In the below example, we added the note 'Key change' to the change card.  + +![](/images/draftable-legal/image-309.png) + +Like before, we can also filter all changes with notes by using the filters to show all changes with notes. + +![](/images/draftable-legal/image-310.png) + +## Exporting the Change List (Changes Report) + +The changes report allows you to export all changes found in comparison as either a CSV file, copied as data to your clipboard or directly into your email body. This can have various useful application, and below is how you can create this report. + +### Exporting the changes report as a file + + +First, navigate to the top left of the comparison window and select either the **Open** or **Save** output options. + ![](/images/draftable-legal/image-311.png) + + +Once selected you will note the change pages option at the bottom of the export window.  + ![](/images/draftable-legal/image-312.png) + There are options here for both DOCX and CSV formats, as well as the reported changes being all changes in the comparison, or only the ones that are marked by the filter.  + ![](/images/draftable-legal/image-313.png) + ![](/images/draftable-legal/image-314.png) + For this guide, we selected save as a CSV for All changes. Once you have saved the file, you can view the changes in the saved CSV. Below is an example of a CSV Changes Report: +![](/images/draftable-legal/image-315.png) + + +### Exporting the changes report directly into an email body + +Additionally, you can export the changes report directly into the **email body** by changing how the changes report is exported via email. In the email export selection menu, click on the pen icon where it says **changes report.** + +![](/images/draftable-legal/image-316.png) + +Change the format of the changes report to the **email body.** Then hit **send** in the email menu. + +![](/images/draftable-legal/image-317.png) + +A new email will appear with the changes report directly embedded into the email body. + +![](/images/draftable-legal/image-318.png) \ No newline at end of file diff --git a/hc/en-us/articles/32514479509785-Using-the-Redline-Change-List-to-review-filter-tag-add-notes-and-export-your-changes.mdx b/hc/en-us/articles/32514479509785-Using-the-Redline-Change-List-to-review-filter-tag-add-notes-and-export-your-changes.mdx new file mode 100644 index 0000000..49dc565 --- /dev/null +++ b/hc/en-us/articles/32514479509785-Using-the-Redline-Change-List-to-review-filter-tag-add-notes-and-export-your-changes.mdx @@ -0,0 +1,245 @@ +--- +title: "Using the Redline Change List to review, filter, tag, add notes and export your changes" +description: "This article outlines how to use the Change List and Changes Report when running 'Redline (.pdf)' comparisons in Draftable. These features were previously available in Side by Side comparisons and have been added to Redline (.pdf) comparisons from Draftable Legal v2.15.200 onward. This feature is not yet supported for Bulk Compare mode. Support for Change Lists in Bulk Compare will be added in future updates." +--- + +The Change List is an interactive list of changes found in your comparison. By default, it is shown in the Draftable PDF viewer on the right hand side of your window in the same location as the 'next actions' menu. + +The Change List provides several functions to make it easier to review your comparison prior to sharing it with others or continuing drafting in MS Word. These include: + +- Navigating sequentially through changes, with the relevant section of the redline being shown on screen and highlighted +- Tagging the status of changes +- Filtering changes shown by change type (e.g. insertion / deletion), content type (e.g. numbering, table, table of contents, comments) status tag or with / without notes +- Exporting the changes (including tags and notes) into a Changes Report to share with others + + +![](/images/using-draftable-using-the-redline/image-1.png) + + +## How to view the Change List + + + +Open the **New Comparison Window**, load your input files and run a comparison using the **Redline (.pdf) Comparison Type**  + + + ![](/images/using-draftable-using-the-redline/image-2.png) + + + +Once you have run your compare, your Redline PDF will open in the **Draftable viewer**. The **Change List** will load on the **right hand side** of the screen by default.  + + + ![](/images/using-draftable-using-the-redline/image-3.png) + + + +If you prefer to **see the changes on the left hand side** of the viewer, you can swap to this side by **clicking the icon** in the **bottom right corner** of the screen (pictured) + + + ![](/images/using-draftable-using-the-redline/image-4.png) + + You can **minimize** **the Change List** by **clicking** on the Change List **icon (pictured)** in the top right corner of the Change List + + + ![](/images/using-draftable-using-the-redline/image-5.png) + + + + + +## Navigating through the changes + + + +You can easily review your changes by scrolling the change list, and can review them in your redline PDF by **clicking on the individual Change Card in the Change List.** This will scroll to the change and highlight it with a blue box around the relevant text. + + + ![](/images/using-draftable-using-the-redline/image-6.png) + + + +You can also navigate changes by using the **'next' and 'previous' change commands** in the ribbon menu. This will scroll to the change and highlight it with a blue box around the relevant text. + + + ![](/images/using-draftable-using-the-redline/image-7.png) + + + + + +## Filtering the change list + + + +You can filter which changes are listed by using the filter menu at the top of the change list.  + + + ![](/images/using-draftable-using-the-redline/image-8.png) + + + +When filtering, you can choose to select what is shown or to select what should not be shown + + + ![](/images/using-draftable-using-the-redline/image-9.png) + + + +When selecting what is or is not shown, you have several options. + + + ![](/images/using-draftable-using-the-redline/image-10.png) + + + You can filter changes based on the type of Change Type (i.e. insertions, deletions, moved text, etc) + + + ![](/images/using-draftable-using-the-redline/image-11.png) + + + You can filter changes based on the type of Content Type (i.e. Text, Table of Contents, Image, etc) + + + ![](/images/using-draftable-using-the-redline/image-12.png) + + + You can filter changes based on the Change Location (i.e. Main Document, Headers, Footers, etc) + + + ![](/images/using-draftable-using-the-redline/image-13.png) + + + You can filter changes based on whether or not any notes have been added + + + ![](/images/using-draftable-using-the-redline/image-14.png) + + + You can filter changes based on the status tags applied (e.g. High Priority, Action Required, etc) + + + ![](/images/using-draftable-using-the-redline/image-15.png) + + + +Once the change list is filtered, any content on the PDF that is 'filtered' will be greyed out. For example, below shows non filtered changes: + + + ![](/images/using-draftable-using-the-redline/image-16.png) + + And below shows 'filtered' changes: + + ![](/images/using-draftable-using-the-redline/image-17.png) + + + + + +## Tagging and leaving notes on changes + +With the change list, you can now also tag specific changes in your comparison, and also leave notes on changes as well using the change list. + +### Tagging + +To tag a change, go to the change list and locate the change you wish to tag. In the top right section of the change card, hover your cursor the tag icon in the top right. + + +![](/images/using-draftable-using-the-redline/image-18.png) + + +Then left-click to reveal the tagging options for that change. If you wish to tag that change with one of the tagging options, select the tag you wish to add by clicking left click again. + + +![](/images/using-draftable-using-the-redline/image-19.png) + + +As you can see in the example below, the below change card has been tagged with a 'High Priority' tag. + + +![](/images/using-draftable-using-the-redline/image-20.png) + + +Furthermore, we can show all tagged changes with the filters option, like the example below.  + + +![](/images/using-draftable-using-the-redline/image-21.png) + + +### Notes + +You can also add notes to changes to help you organize changes and leave information for yourself and on your team members. To leave a note, click on the change card in the change-list to reveal the note field. + + +![](/images/using-draftable-using-the-redline/image-22.png) + + +Simply type in the note of your choosing into the field and hit 'Enter' to add the note to the change card. In the below example, we added the note 'Key change' to the change card.  + + +![](/images/using-draftable-using-the-redline/image-23.png) + + +Like before, we can also filter all changes with notes by using the filters to show all changes with notes. + + +![](/images/using-draftable-using-the-redline/image-24.png) + + +## Exporting the Change List (Changes Report) + +The changes report allows you to export all changes found in comparison as either a CSV file, copied as data to your clipboard or directly into your email body. This can have various useful application, and below is how you can create this report. + +### Exporting the changes report as a file + + + +First, navigate to the top left of the comparison window and select either the **Open** or **Save** output options. + + + ![](/images/using-draftable-using-the-redline/image-25.png) + + + +Once selected you will note the change pages option at the bottom of the export window.  + + + ![](/images/using-draftable-using-the-redline/image-26.png) + + There are options here for both DOCX and CSV formats, as well as the reported changes being all changes in the comparison, or only the ones that are marked by the filter.  + + + ![](/images/using-draftable-using-the-redline/image-27.png) + + + + ![](/images/using-draftable-using-the-redline/image-28.png) + + + +For this guide, we selected save as a CSV for All changes. Once you have saved the file, you can view the changes in the saved CSV. Below is an example of a CSV Changes Report: + +![](/images/using-draftable-using-the-redline/image-29.png) + + + + +### Exporting the changes report directly into an email body + +Additionally, you can export the changes report directly into the **email body** by changing how the changes report is exported via email. In the email export selection menu, click on the pen icon where it says **changes report.** + + +![](/images/using-draftable-using-the-redline/image-30.png) + + +Change the format of the changes report to the **email body.** Then hit **send** in the email menu. + + +![](/images/using-draftable-using-the-redline/image-31.png) + + +A new email will appear with the changes report directly embedded into the email body. + + +![](/images/using-draftable-using-the-redline/image-32.png) + diff --git a/hc/en-us/articles/32782259799961-How-to-automatically-open-comparison-files-saved-to-iManage.mdx b/hc/en-us/articles/32782259799961-How-to-automatically-open-comparison-files-saved-to-iManage.mdx new file mode 100644 index 0000000..4dc327b --- /dev/null +++ b/hc/en-us/articles/32782259799961-How-to-automatically-open-comparison-files-saved-to-iManage.mdx @@ -0,0 +1,105 @@ +--- +title: "How to automatically open comparison files saved to iManage" +description: "This article provides a guide for iManage users to configure Draftable to automatically open comparison output files saved to iManage. These settings are designed for users who prefer to work on comparison documents within iManage. " +--- + + + +## Configure setting to automatically open file in iManage after saving + + +Open the Draftable New Comparison Window and open the Settings menu + + + ![](/images/using-draftable-legal-with-iManage/image-100.png) + + + +In Settings, go to **Integrations** and under the **iManage** section, click on the checkbox labelled **Automatically open uploaded document using system browser** + + + ![](/images/using-draftable-legal-with-iManage/image-101.png) + + + +Select **Done** + + +## Run your comparison + + +Load your input files from iManage via one of the following (links will provide you with detailed guides)... + a) [The **iManage** option in the **New Comparison Window**](/hc/en-us/articles/20525575831705-Running-compares-with-files-from-iManage-and-saving-outputs-to-iManage), + + + ![](/images/using-draftable-legal-with-iManage/image-102.png) + + + b) [Using the Draftable commands within iManage](/hc/en-us/articles/22873285776409-Launching-comparisons-from-within-iManage), or + + + ![](/images/using-draftable-legal-with-iManage/image-103.png) + + + c) **Dragging and dropping** from iManage + + + ![](/images/using-draftable-legal-with-iManage/image-104.png) + + + +Once your input files are loaded into the **New Comparison Window,** select the Comparison Type you want and hit **Compare.** + + + ![](/images/using-draftable-legal-with-iManage/image-105.png) + + + +## Saving comparison files to automatically open in iManage + +If you select **Tracked Changes in Word** you will have the option to **save directly to iManage** as a new file, a new related file or new version by **selecting the down arrow** on the right side of the **Save** option + + + +![](/images/using-draftable-legal-with-iManage/image-106.png) + + +If you select **Redline in Draftable** or **Side by Side**, your comparison will open in the Draftable Viewer. In this example, we will show the workflow with a Redline in Draftable but the approach is the same for Side by Side.  + + +In the **Draftable Viewer,** select the **Save to DMS icon** n the Ribbon at the viewer. + + + ![](/images/using-draftable-legal-with-iManage/image-107.png) + + + + In the **Save to DMS** menu, select either **Save to iManage (as new file)** or **Save to iManage (as new version)** or **Save to iManage (as new related file)** + + + ![](/images/using-draftable-legal-with-iManage/image-108.png) + + + + After selecting how you want to save the comparison, you can then go ahead and pick which format and type of comparison you would like to save, so either the **Redline, Changed Pages Only, Tracked Changes** or **Changes Report.** + + + ![](/images/using-draftable-legal-with-iManage/image-109.png) + + + +**Follow the steps** within the **iManage window** to save your file. + + + ![Save to iManage as new version - iManage ui.png](/images/using-draftable-legal-with-iManage/image-110.png) + + + + Once you hit **Save**, your default web browser will **automatically open to display the document** in iManage . + + +![Doc opened in iManage.png](/images/using-draftable-legal-with-iManage/image-111.png) + + + +If you have any issues with this process or otherwise need assistance, please reach out to our support team at [support@draftable.com](mailto:support@draftable.com) \ No newline at end of file diff --git a/hc/en-us/articles/32784895738905-Running-comparisons-with-files-from-SharePoint-Online-and-saving-outputs-to-SharePoint.mdx b/hc/en-us/articles/32784895738905-Running-comparisons-with-files-from-SharePoint-Online-and-saving-outputs-to-SharePoint.mdx new file mode 100644 index 0000000..f17d4ab --- /dev/null +++ b/hc/en-us/articles/32784895738905-Running-comparisons-with-files-from-SharePoint-Online-and-saving-outputs-to-SharePoint.mdx @@ -0,0 +1,199 @@ +--- +title: "Running comparisons with files from SharePoint Online and saving outputs to SharePoint" +description: "SharePoint is a leading secure cloud-based content management software designed for use across a wide variety of industries." +--- + +This article will guide you on how to initiate comparisons by selecting documents from SharePoint online, and how to preserve these comparison exports as outputs within SharePoint. + + +**Please note:** In order to use the features outline in this article, you must first: + +- Have [enabled the SharePoint integration in your Draftable Settings and connected your account](/hc/en-us/articles/25442111938585-Connecting-your-Sharepoint-account-with-Draftable-Legal). + + +## Ensuring SharePoint integration can handle large numbers (1000+) of sites + +For users who have 1000s of SharePoint sites, you will need to first enable "Heavy Usage Mode" in your Integration Settings (go to the Settings in Draftable, select the "Integrations" tab and under the SharePoint integration section, select the checkbox for 'Enable Heavy Usage Mode') + + +![](/images/using-draftable-legal-with-sharePoint/image-1.png) + + +## Selecting input files from SharePoint Online to start a comparison + + + +Within the Draftable Legal **New Comparison Window**, click **SharePoint** + + +![](/images/using-draftable-legal-with-sharePoint/image-2.png) + + + +This will launch **Draftable's** **file explorer menu,** where you can **navigate to the file(s)** you wish to compare + + +![](/images/using-draftable-legal-with-sharePoint/image-3.png) + + + +Navigate to your desired file location and **click on the document** **you wish to load**. Once the document is highlighted click on **Select** + + +![](/images/using-draftable-legal-with-sharePoint/image-4.png) + + + +If you would like to load a specific version of a document, simply click on the **Show** option in the Versions column and the file versions will appear. Select the version(s) you wish to compare (using Ctrl for multi select) and click **Select** + + +![](/images/using-draftable-legal-with-sharePoint/image-5.png) + + + +Once selected, the input document(s) will appear in the **New Comparison Window**. You can **repeat this process** (steps 1-4) for the newer document if this wasn't selected with the older document. If you need to switch the order of the documents loaded, you can use the two arrows icon in the top-center of the window + + +![](/images/using-draftable-legal-with-sharePoint/image-6.png) + + +You can also change the file version loaded or add another version by using the **Select Version** option under each filename + + +![](/images/using-draftable-legal-with-sharePoint/image-7.png) + + +This will display the Version Selection menu where you can choose one version to replace the current version loaded or select two versions to replace both files in the launcher + + +![](/images/using-draftable-legal-with-sharePoint/image-8.png) + + + +Once both documents have been loaded, select your **Comparison Type** from the drop down menu + + +![](/images/using-draftable-legal-with-sharePoint/image-9.png) + + + +Start your comparison by clicking **Compare** + + +![](/images/using-draftable-legal-with-sharePoint/image-10.png) + + + + +## Saving comparison outputs to SharePoint + +### Option 1: Saving via the Draftable Viewer (all output types) + + + +First, in the **New Comparison Window** ensure the **Redline in Draftable** Comparison Type has been selected then hit **Compare** + + +![](/images/using-draftable-legal-with-sharePoint/image-11.png) + + + +Once the comparison is ready, the **Comparison Viewer** will appear + + +![](/images/using-draftable-legal-with-sharePoint/image-12.png) + + + +Click on the **Save to SharePoint** button in the Draftable ribbon. + + +![](/images/using-draftable-legal-with-sharePoint/image-13.png) + + + +This will bring up the **Comparison Results options**: + + +![](/images/using-draftable-legal-with-sharePoint/image-14.png) + + +You can select from one of the below options: + +**Redline:** This saves into a .pdf or .docx file where all changes are marked or "redlined" over the base document. This layout allows for easy visual comparison between the original and new versions of the document. + +**Changed Pages Only:** This is similar to the Redline option, but it only includes pages where changes have occurred. This is a useful feature if you're dealing with lengthy documents and you want to focus just on the pages with modifications. Can only be saved as a .PDF. + +**Tracked Changes:** This saves into a .docx file with all updates embedded as 'Tracked Changes' in Microsoft Word. This is useful for further editing or reviewing in Word, as you can accept or reject changes individually and keep a record of who made what changes and when. + +**Changes Report:** This will save a summary of the document changes found within the Redline. You can pick to either save this in a DOCX or a CSV file format and show all the Reported changes, or just those Matching the filters you have set in the Change List panel. + +Also, if you click on the **"Options'** link at the top of the Comparison Results pop up window, you will also see two additional choices. + + +![](/images/using-draftable-legal-with-sharePoint/image-15.png) + + +**Summary page:** Includes a brief summary of the number of changes made, as well at the Markup Schema used for the Redline + +**Changes report:** Includes the full changes report either at the start of the document or at the end. + + +The Draftable **'Save As' window** will now appear. By default, this will open in the SharePoint location where the newer input file was stored. From here you can navigate through SharePoint online, edit the file name and create new folders as needed. + + +![](/images/using-draftable-legal-with-sharePoint/image-16.png) + + + +Enter the relevant details and select **'Save'**. Your document has now been saved to **SharePoint** + + + + +### Option 2: Saving directly to SharePoint (Tracked Changes in Word outputs) + + + +First, in the **New Comparison Window** ensure the **Tracked Changes in Word** has been selected then hit **Compare** + + +![](/images/using-draftable-legal-with-sharePoint/image-17.png) + + + +Once the comparison is ready, you will see a popup asking whether you want to Open or Save your comparison output + + +Note, some users may have set a default action for these comparisons in the Redline section of the Settings menu. If this is the case, you will need to change this setting to see the popup. See [Redline comparison settings](/hc/en-us/articles/16549612535705-Redline-comparison-settings) for details. + + + +![](/images/using-draftable-legal-with-sharePoint/image-18.png) + + + +On the right side of the Save option, hit the **down arrow** to show more options + + +![](/images/using-draftable-legal-with-sharePoint/image-19.png) + + + +Select **Save to SharePoint** from the drop down menu + + +![](/images/using-draftable-legal-with-sharePoint/image-20.png) + + + +The Draftable **'Save As' window** will now appear. By default, this will open in the SharePoint location where the newer input file was stored. From here you can navigate through SharePoint online, edit the file name and create new folders as needed + + +![](/images/using-draftable-legal-with-sharePoint/image-21.png) + + + +Enter the relevant details and select **'Save'**. Your document has now been saved to **SharePoint** + + diff --git a/hc/en-us/articles/32800088338073-Comparing-PowerPoint-files-in-Draftable-Legal-Comparing-PowerPoint-files-in-Draftable-Legal.mdx b/hc/en-us/articles/32800088338073-Comparing-PowerPoint-files-in-Draftable-Legal-Comparing-PowerPoint-files-in-Draftable-Legal.mdx new file mode 100644 index 0000000..c20ff90 --- /dev/null +++ b/hc/en-us/articles/32800088338073-Comparing-PowerPoint-files-in-Draftable-Legal-Comparing-PowerPoint-files-in-Draftable-Legal.mdx @@ -0,0 +1,237 @@ +--- +title: "Comparing PowerPoint files in Draftable Legal" +description: "In direct response to user feedback, the Draftable team is developing a dedicated comparison algorithm to compare PowerPoint files and produce a PowerPoint file with changes shown as redlined markup. This is currently available as a Preview feature and will be released to all customers in November 2024. If you want access to this feature before it is released to all customers, please contact your Account Executive or contact [product@draftable.com](mailto:product@draftable.com).  " +--- + + + +Otherwise, Draftable Legal currently supports PowerPoint file comparisons via two approaches: + +1. Redline PowerPoint comparison, viewed in PowerPoint +2. Redline PowerPoint comparison, viewed in Draftable +3. Using the Side-by-Side comparison type + +This article shows you how to run both of these comparison types. Additionally, this article also include an explanation of the settings for Redline PowerPoint comparison that can be used to configure Redline comparisons.  + + +**Video Resource:** This topic is included in our specially crafted explainer video, accessible [via this link.](/hc/en-us/articles/33899677536793-Draftable-Legal-Comparing-Excel-PowerPoint-files) + +## How to compare PowerPoint files in the Redline Comparison Type in PowerPoint + + +Open the [Draftable Legal New Comparison window.](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + ![Launcher.png](/images/draftable-legal/image-248.png) + + +Select the two documents you want to compare, either by browsing your files or dragging and dropping them into the compare window. + ![Load input files.png](/images/draftable-legal/image-249.png) + + +Ensure you have selected the **Redline in PowerPoint** option for comparison type. Then, hit **Compare.**  + ![](/images/draftable-legal/image-250.png) + + +You will be asked whether you prefer to save the comparison as an export or open it directly in PowerPoint. For the sake of example, we will open this comparison directly into PowerPoint.  + ![](/images/draftable-legal/image-251.png) + + +Your comparison will be opened in PowerPoint  + ![](/images/draftable-legal/image-252.png) + + +### Reviewing your comparison in PowerPoint + +Viewing your Redline PowerPoint comparison in PowerPoint, you will note many different formatting elements. Lets take the slide below as an example: +![](/images/draftable-legal/image-253.png) + +First, we can see 3 elements: + +\- Text that is highlighted in Red Strikethrough, to indicate this content has been deleted + +\- Text that is highlighted in Blue Underline, to indicate this content has been added  + +\- Text that remains unchanged, to indicate this content is the same between both documents.  + +Additionally, in other slides, you will see some content appear in *greyscale*, this is to indicate that this content has also remained unchanged (this can be changed in the settings menu). See the example below: + +![](/images/draftable-legal/image-254.png) + +Here we see text content that has remained unchanged and an image that also is consistent between both documents.  + +## How to compare PowerPoint files in the Redline Comparison Type in Draftable + + +Open the [Draftable Legal New Comparison window.](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + ![Launcher.png](/images/draftable-legal/image-255.png) + + +Select the two documents you want to compare, either by browsing your files or dragging and dropping them into the compare window. + + ![Load input files.png](/images/draftable-legal/image-256.png) + + +Ensure you have selected the **Redline in Draftable** option for the comparison type. Then, hit **Compare.**  + ![](/images/draftable-legal/image-257.png) + + +Your comparison will be opened in Draftable + ![](/images/draftable-legal/image-258.png) + + +### Reviewing your Redline comparison in Draftable + +Viewing your Redline PowerPoint comparison in Draftable, you will note many different elements. Lets take the slide below as an example: +![](/images/draftable-legal/image-259.png) + +First, we can see 3 components in this viewer: + +\- The slide selection screen on the left: Allowing you to navigate between all the slides +![](/images/draftable-legal/image-260.png) + +\- The slide preview screen in the middle: Where you can view your Redlined changes in the compared PowerPoint +![](/images/draftable-legal/image-261.png) + +\- Redline Changelist: Where you can easily view all the changes made within this comparison  +![](/images/draftable-legal/image-262.png) + +\- Export and saving options: Export options are also available within the Draftable viewer for easy sharing of comparisons for your team to review. Select any of the relevant options if you wish to save or export your Redlined PowerPoint comparison for later viewing + +![](/images/draftable-legal/image-263.png) + +Additionally, in other slides, you will see some content appear in *greyscale*, this is to indicate that this content has also remained unchanged (this can be changed in the settings menu). See the example below: + +![](/images/draftable-legal/image-264.png) + +Here we see image content that has remained unchanged; however, there are text changes found on the left-hand side where the date has changed. + +PowerPoint Redline comparisons can be configured in the settings menu to better suit your use case.  + +## How to compare PowerPoint files in the Side-by-Side Comparison Type + + +Open the [Draftable Legal New Comparison window.](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + ![Launcher.png](/images/draftable-legal/image-265.png) + + +Select the two documents you want to compare, either by browsing your files or dragging and dropping them into the compare window. + ![Load input files.png](/images/draftable-legal/image-266.png) + + +Once the documents are selected, tick the box for **Side by Side** in the comparison type row.  + ![Comparison type side by side.png](/images/draftable-legal/image-267.png) + + +Click the **Compare** button to run the comparison. When the comparison is complete, it will open in the Draftable **Comparison Viewer** with the older PowerPoint file on the left and newer on the right. Side by side comparisons show changes using highlights instead of redline markup. + +![](/images/draftable-legal/image-268.png) + + +### Reviewing your comparison in Draftable + + +The **Comparison Viewer** shows all changes in a dynamic **Change List** on the right-hand side of the screen. + ![](/images/draftable-legal/image-269.png) + + + You can scroll through the Change List and **click on any change** **to jump to its location** and have the change **highlighted with a blue box** on both versions shown. + ![](/images/draftable-legal/image-270.png) + + +Users can tag changes by selecting the **Tag Icon** on the top right corner of the individual change card in the change list. This will display a list of **5 tagging options** to choose from. Multi-tagging of changes is also possible. + ![Tag change in side by side powerpoint.png](/images/draftable-legal/image-271.png) + + +Users can also leave **Notes** on changes by **selecting the Change Card,** writing a note at the bottom of the card and hitting **Enter** to save the Note**.   + + ![Note on change in powerpoint.png](/images/draftable-legal/image-272.png) + + +Users can filter changes by using the **Interactive Filter Menu**, available at the top of the change list. This can be opened by selecting the **Details drop-down menu** in the top right corner of the Change List. + ![Filter change list in powerpoint.png](/images/draftable-legal/image-273.png) + + +Users can **see filtering options** by selecting either the **Only Show** or **Do Not Show** entry forms. This will display a list of filtering options including **Change Type, Style Changes, Tags and Notes**.  + ![Filter options for change list powerpoint.png](/images/draftable-legal/image-274.png) + + +Once all changes have been reviewed, users can share the Change List, along with any Tags and Notes with colleagues or external parties via the output options, via the **Changes Report** export option. + + ![](/images/draftable-legal/image-275.png) + + + ![](/images/draftable-legal/image-276.png) + + + +The Changes Report option, a drop-down list will provide options to export changes as a **DOCX** or **exporting to a** **.csv** using either the **All changes** or the **Matching filters**.  + + ![](/images/draftable-legal/image-277.png) + + ![](/images/draftable-legal/image-278.png) + + + +### Saving / printing / sharing your PowerPoint comparison as a PDF + +To save, print or email the Side by Side comparison, note all the export options at the top of the comparison viewer as a ribbon menu. + + ![](/images/draftable-legal/image-279.png) + +These options allow you to quickly and easily share your PPTX comparison results via your preferred method or DMS. A quick summary of these options are: + +- **Open** the results directly in your preferred Word processor or PDF reader. + + ![](/images/draftable-legal/image-280.png) + +- **Save** the comparison result to your computer.  + + ![](/images/draftable-legal/image-281.png) + +- **Save** **to DMS**, e.g. iManage, NetDocuments + + ![](/images/draftable-legal/image-282.png) + +- **Print** a hard copy of the comparison results. + + ![](/images/draftable-legal/image-283.png) + +- **Copy to Clipboard** and save the comparison output to your clipboard. + + ![](/images/draftable-legal/image-284.png) + +- **Email** the comparison results and/or the input documents using Outlook. + + ![](/images/draftable-legal/image-285.png) + + +For more information about these specific output options, please see our [Using Draftable](/hc/en-us/sections/15894418277017-Using-Draftable-Legal) section of our Knowledgebase.  + +## How to configure settings for PowerPoint Redline compare  + +Settings for the PowerPoint Redline comparisons can be found within the Redline tab of the settings menu. There are many options specific to Redline comparisons.  + + + ![](/images/draftable-legal/image-286.png) + + +Below is an explainer of each of these options: + +**Document elements:** There are various document elements that can be enabled/disabled depending on your use case:  + +\- Text: Detects text content  + +\- Tables: Detects the tables and content inside the tables + +\- Images: Detects images  + +\- Speaker notes: Compares the speaker notes of slides + +\- Slide numbers: Compares the slide numbers of slides  + +\- Grouped shapes / Smart Art: Compares the grouped shapes and Smart Art within the slide  + +**Show unchanged content in greyscale:** Formats unchanged content within the Redline comparison with greyscale colouration  + +**Rearrange overlapping edits:** This automatically adjusts the layout to resolve overlaps between edits + +**Show shape moves:** Marks up moved shapes and draw move arrows \ No newline at end of file diff --git a/hc/en-us/articles/32800088338073-Comparing-PowerPoint-files-in-Draftable-Legal.mdx b/hc/en-us/articles/32800088338073-Comparing-PowerPoint-files-in-Draftable-Legal.mdx new file mode 100644 index 0000000..34345f1 --- /dev/null +++ b/hc/en-us/articles/32800088338073-Comparing-PowerPoint-files-in-Draftable-Legal.mdx @@ -0,0 +1,8 @@ +--- +title: "Comparing PowerPoint files in Draftable Legal" +description: "In direct response to user feedback, the Draftable team is developing a dedicated comparison algorithm to compare PowerPoint files and produce a PowerPoint file with changes shown as redlined markup. This is currently available as a Preview feature and will be released to all customers in November 2024. If you want access to this feature before it is released to all customers, please contact your Account Executive or contact [product@draftable.com](mailto:product@draftable.com)." +--- + +import DraftablePowerPointComparisons from '/snippets/Comparing-PowerPoint-files-in-Draftable-Legal.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/32800088338074-Comparing-PowerPoint-files-in-Draftable-Legal.mdx b/hc/en-us/articles/32800088338074-Comparing-PowerPoint-files-in-Draftable-Legal.mdx new file mode 100644 index 0000000..34345f1 --- /dev/null +++ b/hc/en-us/articles/32800088338074-Comparing-PowerPoint-files-in-Draftable-Legal.mdx @@ -0,0 +1,8 @@ +--- +title: "Comparing PowerPoint files in Draftable Legal" +description: "In direct response to user feedback, the Draftable team is developing a dedicated comparison algorithm to compare PowerPoint files and produce a PowerPoint file with changes shown as redlined markup. This is currently available as a Preview feature and will be released to all customers in November 2024. If you want access to this feature before it is released to all customers, please contact your Account Executive or contact [product@draftable.com](mailto:product@draftable.com)." +--- + +import DraftablePowerPointComparisons from '/snippets/Comparing-PowerPoint-files-in-Draftable-Legal.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/32819704412569-How-to-make-Draftable-always-stay-on-top.mdx b/hc/en-us/articles/32819704412569-How-to-make-Draftable-always-stay-on-top.mdx new file mode 100644 index 0000000..54ce99d --- /dev/null +++ b/hc/en-us/articles/32819704412569-How-to-make-Draftable-always-stay-on-top.mdx @@ -0,0 +1,67 @@ +--- +title: "How to make Draftable always stay on top" +description: "We understand that some of our users have use cases where they always need the Draftable Legal, New Comparison Window to appear in the foreground, in front of all other applications at all times.

There is no native feature that enables this at this time; however, thankfully, there is an easy method to achieve this using existing Microsoft tools, specifically PowerToys.

This article will cover how to install PowerToys, configure the 'Always On Top' feature and then enable the Draftable New Comparison Window to always stay on top." +--- + +## Installing PowerToys + +Windows PowerToys, developed by Microsoft, is a collection of utilities for power users, and its developed and maintained by Microsoft. To install PowerToys, perform the following. + + + +Go to the [Microsoft PowerToys page](https://learn.microsoft.com/en-us/windows/powertoys/install), navigate to the **Install PowerToys icon,** and select it. + + +Download the latest version from the "Releases" section. + + ![](/images/draftable-legal-draftable-always-stay-on-top/image-1.png) + + + +Install PowerToys using the downloaded executable you just downloaded. + + + +## Configuring the Always On Top feature + + + +Open PowerToys and navigate to the \`Always on Top\` section in the sidebar. + + ![](/images/draftable-legal-draftable-always-stay-on-top/image-2.png) + + + +Select the **Open Settings** option in the window + + ![](/images/draftable-legal-draftable-always-stay-on-top/image-3.png) + + + +Whilst not required, we recommend you adjust the thickness of the feature shown below to a lower value. + + + +## Enabling Always On Top for Draftable + + + + Navigate to the New Comparison Window for Draftable and ensure you have it selected + + ![](/images/draftable-legal-draftable-always-stay-on-top/image-4.png) + + + + Press the hotkey \`Windows Key\` + \`Ctrl\` + \`T\` + + + Always On Top is now enabled for the Draftable New Comparison window, which can be validated with the blue outline seen around the window. + + ![](/images/draftable-legal-draftable-always-stay-on-top/image-5.png) + + + + +This concludes the configuration to allow Draftable Legal to always stay on top using PowerToys, if you have any issues with this process or require further assistance please get in touch with us at [support@draftable.com](mailto:support@draftable.com) + + diff --git a/hc/en-us/articles/33065329148313-API-Self-Hosted-Deployment-on-Azure.mdx b/hc/en-us/articles/33065329148313-API-Self-Hosted-Deployment-on-Azure.mdx new file mode 100644 index 0000000..c18d79a --- /dev/null +++ b/hc/en-us/articles/33065329148313-API-Self-Hosted-Deployment-on-Azure.mdx @@ -0,0 +1,337 @@ +--- +title: "API Self Hosted Deployment on Azure" +description: "This article is intended for users who wish to deploy a Draftable API Self Hosted container via Microsoft Azure. It is important to understand that the current only supported method of Self Hosted deployment via Azure is to host a Linux virtual machine, and then to configure that virtual machine to run the container." +--- + +This is due to a lack of support from Azure for NFS file sharing between Azure volumes, which is a required component for API Self Hosted. Hence, "native" deployment on Azure container apps is not supported. + +### Stage 1: Configuring the Azure environment  + +Many components need to be ready even before we begin to configure the virtual machine and consequently set up the container. You may already have some of these configured so please ignore them as you go through all these.  + +**Resource group**: Ensure you have configured a resource group so that we can allocate the required Azure resources to it as they are created (this includes the VM!). Click on **create** to create a resource group, give the resource group a name (I called mine apishtest) and set up the resource group. + + +![](/images/draftable-api-self-hosted/image-12.png) + + +**Managed identities:** You will need to create a managed identity if you don't already have one, this matters for the key vault process. Click on **create** to create the Managed identity, give the identity a name and setup the resource.  + + +![](/images/draftable-api-self-hosted/image-13.png) + + +**Key vault:** Create a key vault so that we can add in **keys**, **secrets**, **access policies** and **certificate**. Click on **create** to create the Key vault, give the key vault a name and setup the resource.  + + +![](/images/draftable-api-self-hosted/image-14.png) + + +Once you have created the **key vault** (mine is called apishkey), we will not configure a **Key**, **Secret**, **Access policy** and **certificate**. These items are all found in the **Key Vault**, and these components are required for the virtual machine gateway provisioning.  +  +**Keys**: Create a key, by selecting **Generate/import** and give it a name**. No additional setup is required here.** + + +![](/images/draftable-api-self-hosted/image-15.png) + + +Secrets: Create a key, by selecting **Generate/import** and give it a name**. No additional setup is required here.** + + +![](/images/draftable-api-self-hosted/image-16.png) + + +Access policies: Start, by creating a policy, by selecting **create.** + + +![](/images/draftable-api-self-hosted/image-17.png) + + +For the first step in creating the access policy, we will need to assign what permissions to that policy. You can be particular here depending on your use case, however the **Key, Secret** and **certificate** management permissions are all required. In my example, I selected all permissions, see below. + + +![](/images/draftable-api-self-hosted/image-18.png) + + +With that managed identity we created earlier, we need to assign it permissions. Search for the identity you created earlier (or if you already have an managed identity configured, use that) and select it as the principle. Below is the example for my identity, which I called **real\_identity.** + + +![](/images/draftable-api-self-hosted/image-19.png) + + +Ignore the optional Application step and move to create the access policy. + + +![](/images/draftable-api-self-hosted/image-20.png) + + +Review all the information, and if it is all correct, select **create.**  +  +Certificates: Now you can finally add your custom certificate to the key vault, which we will use later to provision the gateway. Select **Generate/Import** to begin the certification configuration. + + +![](/images/draftable-api-self-hosted/image-21.png) + + +  +You have two methods of certification setup, you can either **generate** a certificate or **import** a certificate. See the below example for generating a certificate, note the **subject** field which is important for configuring a CN. Fill in all the required fields that are relevant for your use case. + + +![](/images/draftable-api-self-hosted/image-22.png) + + +If you instead choose to import a certificate, select the **import** method for tickets and then upload the certificate file with the password. Remember, the certificate file needs to be in the **PKCS** format. + + +![](/images/draftable-api-self-hosted/image-23.png) + +  +Once the certificate has been added, we can move to the next stage with is **Setting up the Virtual Machine.**  +  + +### Stage 2: Setting up the Virtual Machine + + + +![](/images/draftable-api-self-hosted/image-24.png) + +Start the process by selecting **create** in the virtual machine icon in Azure to start Virtual Machine creation.  +  + +![](/images/draftable-api-self-hosted/image-25.png) + +In the basics tab we need to select the **resource group** using either an existing one or the resource group we created earlier. Select an **Image** to launch the virtual machine, we recommend using Ubuntu. Provide the Virtual machine with a **name** and set the **region** where the machine will be hosted.  +  + +![](/images/draftable-api-self-hosted/image-26.png) + +For the **size** ensure you at least select **Standard\_D2s\_V3** as the size for the virtual machine. Choosing a smaller size will incur failure to start the instance due to lack of resource. The **Username** and **Key pair** name should auto fill after inputting the other information, but otherwise provide names for these these accordingly.  +  + +![](/images/draftable-api-self-hosted/image-27.png) + +For the last part of the basic setup, ensure you setup your ports. This will depend on your use-case however in my example I am configuring **port 80** (HTTP), **port 443** (HTTPS) and **port 22** (SSH). Then move onto the **Disks** section.  +  + +![](/images/draftable-api-self-hosted/image-28.png) + +Here we need to configure the **OS disk size** and the **disk type**. For **disk size** we recommend at least **30 GiB**, however you may want to scale this to fit your use case. As for **disk type**, we recommend **Standard SSD**. After configuring the disk, move onto configuring the Networking.  +  + +![](/images/draftable-api-self-hosted/image-29.png) + +We recommend creating new resources for the **Virtual network, Subnet** and **public IP** each, unless of course you wish to use existing resources for these.  +  + +![](/images/draftable-api-self-hosted/image-30.png) + +This next component is extremely important as we specify the load balancing option as a **application gateway** which is the component that is going to act as a load balancer but will allow us to use custom certificates that we configured earlier. Select **Application gateway,** and then for the field **Select and application gateway** we are going to instead **Create an application gateway.**  +  + +![](/images/draftable-api-self-hosted/image-31.png) + +This will open a new side panel to configure the settings for this gateway. Specify a name for the gateway and then configure the routing information. We provide the routing rule a name and then we are going to use port 443 for HTTPS connection, so we set the **port** to **443\.** Select the **Protocol** as **HTTPS,** then for **Choose a certificate** we are going to select **Choose a certificate from Key Vault**, which we setup earlier. Select the relevant **Managed identity, Key vault** and **Certificate.** Then at the bottom of this window, select **Create.**  +  +Then move onto the **Management** section.  +  + +![](/images/draftable-api-self-hosted/image-32.png) + +There is no required configuration here or for the **Advanced** and **Tags** tab (default settings shown below)**.** You can configure settings here at your own risk, however once complete, we then move onto the **Review + create** tab**.**  +  + +![](/images/draftable-api-self-hosted/image-33.png) + +
+ +![](/images/draftable-api-self-hosted/image-34.png) + +
+ +![](/images/draftable-api-self-hosted/image-35.png) + + +You will be shown a screen with a summary of all the settings provisioned for the Virtual machine as well as a validation check to confirm whether all the settings had correctly passed. If the validation check passed, and you have verified all the information is correct, select **create** to begin deployment. + +![](/images/draftable-api-self-hosted/image-36.png) + +Your deployment may take some time to complete, but upon successful deployment of the virtual machine, you will be presented with a similar screen as above. Once deployed, click **go to resource** so we can begin to process the container. +  + + +### Stage 3: Configuring the Virtual Machine and launching the container  + + + +![](/images/draftable-api-self-hosted/image-37.png) + +Once the virtual machine is running, we need to connect to it via SSH to begin configuring the OS with docker and the API Self Hosted image. Click **Select** in the **SSH using Azure CLI.**  +  + +![](/images/draftable-api-self-hosted/image-38.png) + +You will be presented with the above screen. Wait for the validation checks to complete then click **Connect.**  +  + +![](/images/draftable-api-self-hosted/image-39.png) + +A cloud shell CLI will launch in your browser. Agree that you want to connect with the provided fingerprint by typing in **Yes.**  +  + +![](/images/draftable-api-self-hosted/image-40.png) + +You should be presented with a similar screen as above. We now need to begin the installation of docker onto the Ubuntu machine. Start by running the commands below. You can simply copy and paste this directly into the command line. + +```bash +sudo apt-get update +sudo apt-get install ca-certificates curl +sudo install -m 0755 -d /etc/apt/keyrings +sudo curl -fsSL https://download.docker.com/linux/ubuntu/gpg -o /etc/apt/keyrings/docker.asc +sudo chmod a+r /etc/apt/keyrings/docker.asc +``` + + +![](/images/draftable-api-self-hosted/image-41.png) + +Continue docker configuration by running the command below. + +```bash +echo \ + "deb [arch=$(dpkg --print-architecture) signed-by=/etc/apt/keyrings/docker.asc] https://download.docker.com/linux/ubuntu \ + $(. /etc/os-release && echo "$VERSION_CODENAME") stable" | \ + sudo tee /etc/apt/sources.list.d/docker.list > /dev/null +sudo apt-get update +``` + + +![](/images/draftable-api-self-hosted/image-42.png) + + +Now that we have completed initial docker configuration, lets now install docker running the command below. + +```bash +sudo apt-get install docker-ce docker-ce-cli containerd.io docker-buildx-plugin docker-compose-plugin +``` + + +![](/images/draftable-api-self-hosted/image-43.png) + +  +Let's verify the docker install by running the `hello-world` image. Use the command below. + +```bash +sudo docker run hello-world +``` + + +![](/images/draftable-api-self-hosted/image-44.png) + + +If you see a screen as above, this means docker is installed correctly. If so, continue to pull the Draftable API Self Hosted container. The below command will pull the latest image.  + +```bash +sudo docker pull draftable/apish:latest +``` + + +![](/images/draftable-api-self-hosted/image-45.png) + + +Once the image has completed downloading to the virtual machine. We need to setup a folder to store our docker-compose.yml in, which dictates the configuration of the instance. Navigate to the main directory using the command below, and list all files. + +```bash +cd / ls +``` + + +![](/images/draftable-api-self-hosted/image-46.png) + +  +Lets now create a folder called "composefiles" and then run the list command to ensure the folder was created. + +```bash +sudo mkdir composefilesls +``` + + +![](/images/draftable-api-self-hosted/image-47.png) + +  +Navigate to that folder location using `cd composefiles` and lets create the docker-compose.yml file. Lets create the file first, then using `nano` we will add in the basic yaml configuration.  +  + +```bash +sudo touch docker-compose.ymlsudo nano docker-compose.yml +``` + + +![](/images/draftable-api-self-hosted/image-48.png) + +  +Once you use `nano` you will be presented with a text editor. You can use the basic configuration below for configuring a API Self Hosted instance, however if you want to configure additional parameters you may need to refer to our knowledge-base: [/hc/en-us/categories/4405478683545-Draftable-API-Self-hosted](/hc/en-us/categories/4405478683545-Draftable-API-Self-hosted) + +```json +version: '3.5' +services: + apish: #Name of the service being used + environment: #Enviroment settings for the appliance + DRAFTABLE_APISH_NGINX: |- + image: draftable/apish #Select which image is to be used on your appliance + ports: + - 80:80/tcp # HTTP port settings + - 443:443/tcp # HTTPS port settings + volumes: #Configure which volumes will be used for your appliance + - draftable-apish:/srv/draftable + - /sys/fs/cgroup:/sys/fs/cgroup +volumes: #Configuration for volumes used, settings should match above + draftable-apish: +``` + +Simply copy the yaml above (or your own) and paste it into the nano editor. + +![](/images/draftable-api-self-hosted/image-49.png) + +  +You can write this file by using the shortcut command `Ctrl+O` and then exit by using the shortcut command `Ctrl+X`. Now we need to start Docker, use the command below. + +```bash +sudo systemctl start docker +``` + +  +Once you have started docker, we need to install the docker compose plugin so we can use the docker-compose file. Use the commands below. + +```bash +sudo apt-get updatesudo apt-get install docker-compose-plugin +``` + + +![](/images/draftable-api-self-hosted/image-50.png) + +Once you have completed this, we can now finally start the container, using docker compose. Use the command below. + +```bash +sudo docker compose up +``` + +  +You will see the container start its boot sequence. Give the container a bit of time to configure and upon successful completion, you should a message saying `Container startup complete.` + +![](/images/draftable-api-self-hosted/image-51.png) + +
+ +![](/images/draftable-api-self-hosted/image-52.png) + +  +Navigate back to the virtual machine to retrieve the public IP address. Copy it, and enter it into your browser to connect to the instance. + +![](/images/draftable-api-self-hosted/image-53.png) + +You should see a screen similar to below, which means the container is running correctly. You will now need to set up the administrator account, which you can find details here: [/hc/en-us/articles/8424839618457-Draftable-Self-hosted-instance-first-time-configuration](/hc/en-us/articles/8424839618457-Draftable-Self-hosted-instance-first-time-configuration) + + +![](/images/draftable-api-self-hosted/image-54.png) + + +This should complete the API Self-hosted configuration on Microsoft Azure. If you have any issues following the above information or questions in general, please get in contact with us at [support@draftable.com](mailto:support@draftable.com). \ No newline at end of file diff --git a/hc/en-us/articles/33190528521881-Comparison-Type-How-to-choose-the-right-option-in-the-Draftable-New-Comparison-Window.mdx b/hc/en-us/articles/33190528521881-Comparison-Type-How-to-choose-the-right-option-in-the-Draftable-New-Comparison-Window.mdx new file mode 100644 index 0000000..efcf400 --- /dev/null +++ b/hc/en-us/articles/33190528521881-Comparison-Type-How-to-choose-the-right-option-in-the-Draftable-New-Comparison-Window.mdx @@ -0,0 +1,8 @@ +--- +title: "Comparison Type: How to choose the right option in the Draftable New Comparison Window" +description: "Draftable Legal is designed to be easy to use right from your first comparison. To minimize the number of choices you have to make before running a comparison, there are only a few settings in the New Comparison Window. " +--- + +import DraftableNewComparisonWindow from '/snippets/Comparison-Type-How-to-choose-the-right-option-in-the-Draftable-New-Comparison-Window.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/33190528521882-Comparison-Type-How-to-choose-the-right-option-in-the-Draftable-New-Comparison-Window.mdx b/hc/en-us/articles/33190528521882-Comparison-Type-How-to-choose-the-right-option-in-the-Draftable-New-Comparison-Window.mdx new file mode 100644 index 0000000..efcf400 --- /dev/null +++ b/hc/en-us/articles/33190528521882-Comparison-Type-How-to-choose-the-right-option-in-the-Draftable-New-Comparison-Window.mdx @@ -0,0 +1,8 @@ +--- +title: "Comparison Type: How to choose the right option in the Draftable New Comparison Window" +description: "Draftable Legal is designed to be easy to use right from your first comparison. To minimize the number of choices you have to make before running a comparison, there are only a few settings in the New Comparison Window. " +--- + +import DraftableNewComparisonWindow from '/snippets/Comparison-Type-How-to-choose-the-right-option-in-the-Draftable-New-Comparison-Window.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/33390031956633-Release-notes-Draftable-Legal-v2-16.mdx b/hc/en-us/articles/33390031956633-Release-notes-Draftable-Legal-v2-16.mdx new file mode 100644 index 0000000..faafa8e --- /dev/null +++ b/hc/en-us/articles/33390031956633-Release-notes-Draftable-Legal-v2-16.mdx @@ -0,0 +1,91 @@ +--- +title: "Release notes: Draftable Legal v2.16" +description: "We are pleased to introduce Draftable Legal v2.16 (released in June 2024). *A full list of items in all releases is available in our* [*Release Log*](/hc/en-us/articles/20871414263577-Release-Log-Draftable-Legal)." +--- + + +This update introduces enhancements designed to help our customers by: + +- Expanding document comparison flexibility with a new Redline output in Word without tracked changes (.docx) +- Increasing workflow efficiency by adding Redline (.docx) as an output option in Next Actions, Bulk Compare and 1-Click Compare +- Simplifying the comparison process with renamed Comparison Type options for clearer selection +- Clarifying PowerPoint and Excel comparisons by adding a new 'Native (MS Office)' Comparison Type, previously included as part of ‘Redline tracked changes (docx, pptx, xlsx)’ +- Reducing workflow steps for comparing text in word by accepting tracked changes in selected text using the 'Compare Text' command +- Saving time by allowing users to copy input files to the clipboard in the Next Action menu +- Strengthening iManage integration stability with an update to the iManage SDK version 10.9.3.43 +- Reducing potential file identification confusion by adjusting filenames to omit the term "original" when attaching to emails + +Let's explore these updates in more detail. + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the 2.16 release to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## New Core Functionality + +### Redline in Word (without tracked changes) + +We have expanded our Redline document options by adding the ability to create Word (.docx) files without tracked changes. This new feature allows users to present markups in a static format (with no associated metadata). Users can access this new comparison output by choosing the Redline in Word Comparison Type (pictured). + + +![Launcher - Redline in word.png](/images/draftable-legal/image-146.png) + + +Redline (.docx) has also been incorporated into the Next Action menu, Bulk Compare save menu, and 1-Click Compare settings. This ensures users who prefer this output format have access to all Draftable’s time saving features. + + +![Next Action - Redline Docx .png](/images/draftable-legal/image-147.png) + + +## Enhanced ease of use + +### Updated Comparison Type options + +In an effort to make our interface more intuitive for first time users, we’ve renamed the Comparison Type options in the New Comparison Window. This change simplifies the selection process, making it easier for users to navigate and choose the right options. Alongside this, a new Comparison Type 'Native (MS Office)' for Excel and PowerPoint has been introduced, leveraging PowerPoint's Compare and Spreadsheet Compare tools. These options were previously housed under Track Changes and their reallocation aims to reduce confusion for users who would otherwise have expected a redline output for PowerPoint and Excel + +Redline for PowerPoint and Excel are currently in development. + + + +![Comparison types in launcher.png](/images/draftable-legal/image-148.png) + + +The new Comparison Type options are summarized in the table below. You can read more about these in our new [**Comparison Type guide**](/hc/en-us/articles/33190528521881-Comparison-Type-How-to-choose-the-right-option-in-the-Draftable-New-Comparison-Window). + +| Comparison Type | Description | +|:-|:-| +| Redline in Draftable | Our recommended Redline option. Opens in the Draftable Comparison Viewer for advanced review features and allows for all file types to be opened, saved, printed, emailed or copied to clipboard. | +| Tracked Changes in Word | For users who prefer to work in Word and want their markup as tracked changes with associated metadata | +| Redline in Word | For users who prefer to work in Word and want their markup as static redline (with no associated metadata) | +| Side by side | Our original comparison product for users that need to see changes but don't need to continue working on a file. This produces a side by side PDF with changes shown with highlighting. Comparisons opens in the Draftable Viewer for advanced review features. Can open in Adobe, save to DMS, print, email or copy the output to clipboard. This option compares all files types (including PowerPoint and Excel). | +| Native (MS Office) | Microsoft Office's native compare functions for PowerPoint and Excel files (Spreadsheet Compare). This is recommended for users who need to compare PowerPoint and Excel files and continue working on those files afterwards. | + +### Improved text compare via the word Add-in + +Users can now accept tracked changes within selected text areas when using the 'Compare Text' command in Draftable. This enhancement removes the need for users to accept or manually edit changes to text when running comparisons, removing unnecessary ‘clicks’ from their workflows. + +### Copying input files to clipboard via Next Actions + +In Draftable v2.16 we’ve restored the ability to copy input files to the clipboard directly from the Next Action menu. This makes it easier for users who tend to have emailed pre-drafted and need to attach their comparison files (including input files) quickly via copy to clipboard. This functionality was present in earlier versions of Draftable and has been restored after feedback from customers. + + +![Copy to clipboard input files.png](/images/draftable-legal/image-149.png) + + +Draftable Legal v2.16 also sees minor adjustments to the input filename convention when generating emails, or copying to clipboard. We have removed the term “original” which was previously appended to input filenames when attaching documents to emails, reducing potential confusion with file identification. + +## Ongoing reliability improvements + +We have updated our iManage integration to use the iManage SDK version 10.9.3.43. This ensures integration stability and performance. + +## Bug Fixes + +Draftable Legal v2.16 has addressed several bugs raised by customers, including: + +- Updating our algorithm to avoid displaying changes in images, hidden text, and page breaks when all Comparison Options are disabled in the selected Redline Profile. +- Stopping Draftable from making changes to user Word settings for Review Balloons after comparisons are run. +- Updated Registry / Group Policy for 1-Click Compare to ensure it also updates the end user UI in the settings menu. +- Fixing behavior where the incorrect font rendering in PDF Redline outputs +- Ensuring that margin lines are not shown in PDF outputs when changes are ignored. \ No newline at end of file diff --git a/hc/en-us/articles/33897196071833-Draftable-Legal-Uploading-Files-Launching-Comparison-iManage-users.mdx b/hc/en-us/articles/33897196071833-Draftable-Legal-Uploading-Files-Launching-Comparison-iManage-users.mdx new file mode 100644 index 0000000..866b74a --- /dev/null +++ b/hc/en-us/articles/33897196071833-Draftable-Legal-Uploading-Files-Launching-Comparison-iManage-users.mdx @@ -0,0 +1,71 @@ +--- +title: "Draftable Legal - Uploading Files & Launching Comparison (iManage users)" +--- + + + + + +If you require additional information on this topic, you can find our relevant knowledgebase articles here: + + + + + + + + + + + + + + + + +If you have any issues or questions contact us at [support@draftable.com.](mailto:support@draftable.com) diff --git a/hc/en-us/articles/33898410808729-Draftable-Legal-Uploading-Files-Launching-Comparison-NetDocuments-users.mdx b/hc/en-us/articles/33898410808729-Draftable-Legal-Uploading-Files-Launching-Comparison-NetDocuments-users.mdx new file mode 100644 index 0000000..6204b3f --- /dev/null +++ b/hc/en-us/articles/33898410808729-Draftable-Legal-Uploading-Files-Launching-Comparison-NetDocuments-users.mdx @@ -0,0 +1,72 @@ +--- +title: "Draftable Legal - Uploading Files & Launching Comparison (NetDocuments users)" +--- + + + + + + +If you require additional information on this topic, you can find our relevant knowledgebase articles here: + + + + + + + + + + + + + + + + +If you have any issues or questions contact us at [support@draftable.com.](mailto:support@draftable.com) \ No newline at end of file diff --git a/hc/en-us/articles/33899267545881-Draftable-Legal-Comparison-Output-Export-Options.mdx b/hc/en-us/articles/33899267545881-Draftable-Legal-Comparison-Output-Export-Options.mdx new file mode 100644 index 0000000..70a1e00 --- /dev/null +++ b/hc/en-us/articles/33899267545881-Draftable-Legal-Comparison-Output-Export-Options.mdx @@ -0,0 +1,71 @@ +--- +title: "Draftable Legal - Comparison Output & Export Options" +--- + + + + + +If you require additional information on this topic, you can find our relevant knowledgebase articles here: + + + + + + + + + + + + + + + + +If you have any issues or questions contact us at [support@draftable.com.](mailto:support@draftable.com) diff --git a/hc/en-us/articles/33899529527065-Draftable-Legal-Configuring-Comparison-Output-via-Profiles.mdx b/hc/en-us/articles/33899529527065-Draftable-Legal-Configuring-Comparison-Output-via-Profiles.mdx new file mode 100644 index 0000000..8823e2d --- /dev/null +++ b/hc/en-us/articles/33899529527065-Draftable-Legal-Configuring-Comparison-Output-via-Profiles.mdx @@ -0,0 +1,63 @@ +--- +title: "Draftable Legal - Configuring Comparison Output via Profiles" +--- + + + + + +If you require additional information on this topic, you can find our relevant knowledgebase articles here: + + + + + + + + + + + + + + +If you have any issues or questions contact us at [support@draftable.com.](mailto:support@draftable.com) diff --git a/hc/en-us/articles/33899677536793-Draftable-Legal-Comparing-Excel-PowerPoint-files.mdx b/hc/en-us/articles/33899677536793-Draftable-Legal-Comparing-Excel-PowerPoint-files.mdx new file mode 100644 index 0000000..33877fb --- /dev/null +++ b/hc/en-us/articles/33899677536793-Draftable-Legal-Comparing-Excel-PowerPoint-files.mdx @@ -0,0 +1,40 @@ +--- +title: "Draftable Legal - Comparing Excel & PowerPoint files" +--- + + + + + + +If you require additional information on this topic, you can find our relevant knowledgebase articles here: + + + + + + + + +If you have any issues or questions contact us at [support@draftable.com.](mailto:support@draftable.com) \ No newline at end of file diff --git a/hc/en-us/articles/33899769666585-Draftable-Legal-Bulk-Compare-Many-to-One.mdx b/hc/en-us/articles/33899769666585-Draftable-Legal-Bulk-Compare-Many-to-One.mdx new file mode 100644 index 0000000..4e26dd1 --- /dev/null +++ b/hc/en-us/articles/33899769666585-Draftable-Legal-Bulk-Compare-Many-to-One.mdx @@ -0,0 +1,32 @@ +--- +title: "Draftable Legal - Bulk Compare (Many-to-One)" +--- + + + + + + +If you require additional information on this topic, you can find our relevant knowledgebase articles here: + + + + + + +If you have any issues or questions contact us at [support@draftable.com.](mailto:support@draftable.com) \ No newline at end of file diff --git a/hc/en-us/articles/33899864844697-Draftable-Legal-1-Click-Compare.mdx b/hc/en-us/articles/33899864844697-Draftable-Legal-1-Click-Compare.mdx new file mode 100644 index 0000000..9786b16 --- /dev/null +++ b/hc/en-us/articles/33899864844697-Draftable-Legal-1-Click-Compare.mdx @@ -0,0 +1,32 @@ +--- +title: "Draftable Legal - 1-Click Compare" +--- + + + + + + +If you require additional information on this topic, you can find our relevant knowledgebase articles here: + + + + + + +If you have any issues or questions contact us at [support@draftable.com.](mailto:support@draftable.com) \ No newline at end of file diff --git a/hc/en-us/articles/33978111642905-Alternative-iManage-HTTP-listener-service-installation-guide-for-Draftable-Legal.mdx b/hc/en-us/articles/33978111642905-Alternative-iManage-HTTP-listener-service-installation-guide-for-Draftable-Legal.mdx new file mode 100644 index 0000000..b872de6 --- /dev/null +++ b/hc/en-us/articles/33978111642905-Alternative-iManage-HTTP-listener-service-installation-guide-for-Draftable-Legal.mdx @@ -0,0 +1,109 @@ +--- +title: "Alternative iManage HTTP listener service installation guide for Draftable Legal" +description: "This article provides a step-by-step guide for installing the alternative Windows service with a HTTP listener as an alternative to the local iManage HTTP Listener. This is done by installing a new Windows based listener service and then ensuring we disable the local iManage HTTP listener." +--- + + +This guide is a recommended deployment step for all Citrix/RDS users or those who are currently experiencing issues with the local iManage HTTP Listener not working when Draftable Legal is not running or open in the background. + +## What is the Listener service? + +The Listener Service allows users to open and load files from iManage (via the Draftable Universal iManage App) even when the Draftable Desktop application is not running. + +### How does it work? + +The Listener Service does this by hosting a standalone HTTP Server that is also a part of the Draftable Desktop application. This operates (by default) on the same port - 4764. Its utility is in it being a standalone service that is running all the time. By always running, it can wait for a request from iManage to load files into Draftable which then triggers the Service to call the Draftable Desktop application.  + +### Does it require internet access? + +The iManage HTTP Listener service requires network access to your iManage instance for the purpose of loading the iManage JavaScript API. No authentication credentials are required. For cloud-hosted iManage instances, Internet access is implicitly required. For on-premise installations, the service must be able to reach the URL of your iManage server as configured for the service. + +## How to install the Listener Service + +### Step 1: Install Draftable Legal System-Wide MSI + +First we must ensure we install the new listener service via the System-Wide MSI installer. + +**Download and Run Installer:** + +- Download the latest system-wide MSI installer from [this link.](/hc/en-us/articles/16018288168601-Enterprise-deployment-options) +- Run the installer with administrator rights. + + + ![](/images/using-draftable-legal-with-iManage/image-125.png) + + +**Advanced setup steps:** + +- During the setup process, choose the **Advanced** Installation option. + + + ![](/images/using-draftable-legal-with-iManage/image-126.png) + +- Continue the installation as normal, but once you get to the **Product Features** section, under **Integrations,** select the Http service option and ensure you select that the **Entire feature will be installed on the local hard drive.** + + + ![](/images/using-draftable-legal-with-iManage/image-127.png) + +- Continue the installation process until Draftable Legal is completely installed. + +### Step 2: Ensure that the new Listener Process is running + +We want to ensure that the installation steps above went successfully, hence we can validate the new listener service by checking the task manager after Draftable has finished installing and is currently running. + +**Open Task Manager:** + +- Press Ctrl + Shift + Esc to open Task Manager. + + + ![](/images/using-draftable-legal-with-iManage/image-128.png) + +- Navigate to the "Services" tab. + +**Locate iManage Listener Process:** + +- Look for Draftable.HttpListener in the list of services. + + + ![](/images/using-draftable-legal-with-iManage/image-129.png) + +- As long as you can see this service, you have correctly installed the new listener service + +### Step 3: Disable Local iManage HTTP Listener via group policy or registry + +To ensure that the local iManage HTTP listener no longer runs, we need to disable it via group policy or via registry. + +**Disable Local iManage HTTP Listener via group policy:** + +- Ensure you are using the latest group policy templates from 2.16.100 or above. +- Using your preferred group policy editor, ensure the policy **Enable local iManage HTTP Listener** is set to **disabled.** + + + ![](/images/using-draftable-legal-with-iManage/image-130.png) + + +**Disable Local iManage HTTP Listener via group policy:** + +In your registry, it is recommended for system-wide deployment that you configure this registry key under LOCAL\_MACHINE location, but it will still work in CURRENT\_USER. + +To disable the Local iManage HTTP Listener, ensure you set the following key. + +```bash +Key: HKCU:\Software\Draftable\Feature +Value name: CommunicationEnabled +Value type: REG_DWORD +Value data: +``` +Where the value of `` needs to be set to **0** for disabled, 1 will enable this feature. + +## Troubleshooting  + +If you have issues with installing the HTTP listener service, you may see the following error: + + +![](/images/using-draftable-legal-with-iManage/image-131.png) + + +This issue occurs when the local iManage listener is not disabled. Hence, please ensure that it is not enabled, restart Draftable and attempt the configuration again. + +If you encounter issues during the setup, consult the Draftable support team for further assistance at [support@draftable.com](mailto:support@draftable.com) \ No newline at end of file diff --git a/hc/en-us/articles/34137792187801-How-To-Configure-End-User-Troubleshooting-Error-Messages-Logs-and-Contact-Email.mdx b/hc/en-us/articles/34137792187801-How-To-Configure-End-User-Troubleshooting-Error-Messages-Logs-and-Contact-Email.mdx new file mode 100644 index 0000000..2dfd6db --- /dev/null +++ b/hc/en-us/articles/34137792187801-How-To-Configure-End-User-Troubleshooting-Error-Messages-Logs-and-Contact-Email.mdx @@ -0,0 +1,8 @@ +--- +title: "How To Configure End User Troubleshooting: Error Messages, Logs and Contact Email" +description: "This guide will walk you through configuring the end user error message settings in Draftable Legal, which occur when a comparison fails to compare. These settings include configuring the error message body text, including logs, acontact email, and email body text. These configurations can be achieved via two different methods, Group Policy Objects and Registry Keys." +--- + +import DraftableEndUserTroubleshooting from '/snippets/How-To-Configure-End-User-Troubleshooting-Error-Messages-Logs-and-Contact-Email.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/34137792187802-How-To-Configure-End-User-Troubleshooting-Error-Messages-Logs-and-Contact-Email.mdx b/hc/en-us/articles/34137792187802-How-To-Configure-End-User-Troubleshooting-Error-Messages-Logs-and-Contact-Email.mdx new file mode 100644 index 0000000..2dfd6db --- /dev/null +++ b/hc/en-us/articles/34137792187802-How-To-Configure-End-User-Troubleshooting-Error-Messages-Logs-and-Contact-Email.mdx @@ -0,0 +1,8 @@ +--- +title: "How To Configure End User Troubleshooting: Error Messages, Logs and Contact Email" +description: "This guide will walk you through configuring the end user error message settings in Draftable Legal, which occur when a comparison fails to compare. These settings include configuring the error message body text, including logs, acontact email, and email body text. These configurations can be achieved via two different methods, Group Policy Objects and Registry Keys." +--- + +import DraftableEndUserTroubleshooting from '/snippets/How-To-Configure-End-User-Troubleshooting-Error-Messages-Logs-and-Contact-Email.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/34177444131737-Understanding-the-PDF-Conversion-Engine-Setting-in-Draftable-Legal.mdx b/hc/en-us/articles/34177444131737-Understanding-the-PDF-Conversion-Engine-Setting-in-Draftable-Legal.mdx new file mode 100644 index 0000000..3e87704 --- /dev/null +++ b/hc/en-us/articles/34177444131737-Understanding-the-PDF-Conversion-Engine-Setting-in-Draftable-Legal.mdx @@ -0,0 +1,75 @@ +--- +title: "Understanding the PDF Conversion Engine Setting in Draftable Legal" +--- + +## Purpose of the PDF Conversion Engine Setting + +The PDF conversion engine setting in Draftable Legal's 'General' tab of the settings menu is designed to determine how the application handles the conversion of Word documents (DOCX) to PDFs during the document comparison process. This setting significantly impacts the speed and reliability of your document comparisons. + +## Importance of the Setting + +Selecting the appropriate PDF conversion engine is crucial because it directly influences the performance of your comparisons when using the 'Redline in Draftable' comparison type. The setting allows users to choose between Draftable's internal conversion engine and Microsoft Word's conversion engine. Each option has its own advantages, depending on your specific needs and any issues you might encounter. + +## Recommended Settings + +**Draftable Engine**: This is the recommended setting for most users. It provides faster and more reliable comparisons within Draftable Legal. The Draftable Engine is optimized for the software, ensuring that document comparisons are performed efficiently and accurately. + +**MS Word**: This setting should be used if users experience PDF rendering issues. The MS Word engine utilizes Microsoft's capabilities to convert documents, which can be beneficial in cases where the Draftable Engine produces poor formatting in PDF outputs. + +## How to Configure the PDF Conversion Engine + + + + - Via New Comparison Window: Open the New Comparison window and click on 'Settings' in the top right corner. + + ![](/images/draftable-legal-understanding-the-pdf/image-1.png) + + - Via Taskbar: Right-click the Draftable Legal icon in the taskbar and select 'Settings'. + + ![](/images/draftable-legal-understanding-the-pdf/image-2.png) + + + + - In the Settings menu, select the 'General' tab where you can configure various application-wide options. + - Locate the 'PDF Conversion Engine' dropdown menu within the General tab. + - Choose between 'Draftable Engine' for optimized performance and 'MS Word' for compatibility with specific PDF rendering requirements. + + ![](/images/draftable-legal-understanding-the-pdf/image-3.png) + + + + +## Extending Group Policy or using Registry Keys for PDF Conversion Engine + +For organizations utilizing Group Policy to manage settings across multiple user accounts, the PDF conversion engine can also be configured centrally. This ensures consistency in settings across the enterprise and reduces the need for individual user configuration. [A complete guide on using Group Policy can be found here](/hc/en-us/articles/18763487262105-Configuring-settings-with-Group-Policy-Draftable-Legal). [A complete guide on common Windows Registry configurations for Draftable Legal can be found here](/hc/en-us/articles/24732245077401-Most-common-Draftable-Legal-registry-configurations).     + + + + - Navigate to Control Panel > Windows Tools > Edit Group Policy. + + ![](/images/draftable-legal-understanding-the-pdf/image-4.png) + + + ![](/images/draftable-legal-understanding-the-pdf/image-5.png) + + + + - By default the Conversion Engine is set to the Draftable Engine + - To configure this to use the Microsoft Word engine, + - Under the Draftable settings, locate the 'DOCX Conversion Engine' policy. + - Set the policy to 'Office' (MS Word). + + + +## Troubleshooting + +### Troubleshooting Issues when using the Draftable Engine + +The Draftable team have an ongoing project to improve the quality of our conversion engine. If you encounter any issues with your PDF output rendering please share these with [support@draftable.com](mailto:support@draftable.com) so we can make necessary improvements to our comparison algorithm. + +If users encounter PDF rendering issues with the Draftable Engine document comparisons, one immediate workaround available is to try switching the PDF conversion engine to the MS Word engine. + +### Troubleshooting Issues when using the MS Word Engine + +If users are experiencing reliability or speed issues when running comparisons using the Redline in Draftable Comparison Type, switching the PDF Conversion Engine often resolves these problems. Try switching the PDF Conversion Engine to Draftable Engine for faster and more reliable results. + diff --git a/hc/en-us/articles/34601611468313-Release-Notes-Draftable-Legal-July-2024-v24-7-0.mdx b/hc/en-us/articles/34601611468313-Release-Notes-Draftable-Legal-July-2024-v24-7-0.mdx new file mode 100644 index 0000000..5b1e1d5 --- /dev/null +++ b/hc/en-us/articles/34601611468313-Release-Notes-Draftable-Legal-July-2024-v24-7-0.mdx @@ -0,0 +1,142 @@ +--- +title: "Release Notes: Draftable Legal July 2024 (v24.7.0)" +--- + + +*Note: This article was updated on July 18 2024 to include description of highlighted features in the 24.7.200 update* + +We are excited to announce the release of Draftable Legal v24.7 (July 2024). This update introduces several new features and improvements aimed at expanding the value of Draftable across your user base, improving product reliability on a wider set of documents, improving integration workflows and making Draftable a leaner and easier to administer application. + +Key benefits in this update include: + +- **Legal-friendly and more detailed Excel comparisons** using our new Excel Redline comparison type (preview only) +- **Better reliability on a wider set of documents** by identifying word documents with legacy elements and offering users access to the Draftable Engine for PDF to Docx conversion +- **Greater flexibility for comparison iManage file management** with the new ability to save comparisons as a related file +- **Easier product use** thanks to next actions being available in the ribbon (top) menu of the Draftable Comparison Viewer +- **Faster comparison workflows for iManage users in multi-user (e.g. Citrix) environments** with the updated Listener Service to allow launching of comparisons from iManage +- **Easier IT administration of Draftable** thanks to Comparison Type configurations, reduced application size, and improved application version and error log naming conventions + +Let's explore these updates in more detail. + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the 24.7.0 release to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## New Core Functionality + +### Excel Redline Comparison (Preview) + +The centerpiece of the 24.7.0 release is a new (preview) feature that allows users to compare Excel files and produce a redline output in an Excel (.xlsx) file. Using a new comparison algorithm purpose built for Excel, this enhances your comparison capabilities and allows users to see changes in values, formulas and formatting changes (such as column and row insertions and deletions) in detail. + +Customers can access this preview feature by contacting their account executive or by emailing [product@draftable.com](mailto:product@draftable.com). + +Our Product team will be collecting feedback on this preview feature to make additional improvements before releasing it to all Draftable users. + +![Launcher with Excel Redline.png](/images/draftable-legal/image-138.png) + + + +![Excel redline output advanced.png](/images/draftable-legal/image-139.png) + + +### Remove Cover Page from Side by Side Exports + +Users that need to share Side by Side comparisons with external parties can now choose to remove the cover page from the PDF export. to conform with Increase customization with the option to remove the cover page from Side by Side comparison exports. This allows for a cleaner, more focused comparison output tailored to your specific needs. + +![Include or exclude cover page in Side by Side.png](/images/draftable-legal/image-140.png) + +## Ease of Use Improvements + +### Next actions now available in the ribbon (top) menu + +We are committed to ensuring Draftable Legal is easy to use on the first go without requiring any training. With the v24.7.0 release, we are reinforcing this commitment by adding our 'Next Actions' (e.g. open, save to DMS, email, print, copy to clipboard, etc) in the ribbon (top) menu of our Comparison Viewer. + +This change ensures that the next actions are easily seen and discovered by new users. Thanks to the addition of the Redline Change List in v2.15.200, these actions were only available when users switched from the Change List to the Next Actions menu on the right hand side of the Comparison Viewer. With the addition of these action in the ribbon menu, new users should be able to compete their workflows without needing specific training on how to switch these views. + +Users can still continue to use the Next Action menu on the right hand side by selecting the next action icon ![](/images/draftable-legal/image-145.png) in the top right corner of the viewer. + +![Next actions in ribbon 3.png](/images/draftable-legal/image-141.png) + +### Smaller ease of use enhancements + +**Use input file location when saving Bulk Compare outputs** Users can now save Bulk Compare outputs faster with Draftable Legal defaulting to the input file location.  + +**Improved product guidance**  From v24.7.0 users will see a link next to the Comparison Type selection in the New Comparison Window that opens our [dedicated knowledge base article on Comparison Types](/hc/en-us/articles/33190528521881-Comparison-Type-How-to-choose-the-right-option-in-the-Draftable-New-Comparison-Window).  + +## Performance Improvements + +### PDF to DOCX Conversion with the Draftable Engine (Preview) + +Users experiencing reliability issues with PDF comparisons due to Microsoft Word's conversion process can now switch to the Draftable Engine as an alternative. The Draftable Engine has proved hugely popular for DOCX to PDF conversion and is now the Draftable default thanks to its speed and reliability improvements compared with Microsoft Word's conversions. This feature provides that same Draftable Engine for converting PDF files to DOCX.  + +Customers can access this preview feature by contacting their account executive or by emailing [product@draftable.com](mailto:product@draftable.com). + +Our Product team will be collecting feedback on this preview feature to make additional quality control improvements before releasing it to all Draftable users. + +![PDF to DOCX conversion via Draftable Engine.png](/images/draftable-legal/image-142.png) + +### Algorithm Enhancements + +Users running comparisons of older documents in Draftable can occasionally experience reliability issues due to legacy document elements. To provide a wider document compatibility and a better user experience, Draftable will detect these legacy elements and advise users to update their document to a modern format for comparison. This algorithm improvement continues to enhance our broader product reliability and has been made possible thanks to the feedback received by customers contact our Support team.   + +![Doc compatibility issue 2.png](/images/draftable-legal/image-143.png) + + +## Integration Functions + +### iManage Enhancements + +#### Save outputs to iManage as a 'Related' file + +From Draftable Legal v24.7.0 iManage users can now save their comparison outputs to iManage as a new file and then relate that file to an existing iManage file (e.g. the input files) all in one workflow. Users simply select to Save to iManage (as a new related file). This will provide an iManage window to save the comparison output file and then immediately open another iManage window to select the file to relate the comparison output to.  + +![Save as a related file.png](/images/draftable-legal/image-144.png) + +#### Updated listener service for multi-user (e.g. Citrix) environments  + +Our recently released Listener Service was developed to allow users to launch comparisons from iManage even when Draftable is not running. However, the Listener Service was not optimized for multi-user systems (e.g. Citrix), as it only worked for one user per machine. The v24.7.0 release updated the Listener to make desktop IPC communication unique for each user instead of the system, allowing multi-user systems to launch from iManage seamlessly. + +You can [read more about the Listener Service in this dedicated article](/hc/en-us/articles/33978111642905-Alternative-iManage-HTTP-listener-service-installation-guide-for-Draftable-Legal). + +### Epona Enhancements + +To ensure Epona users have the information they need to select the correct input files, from v24.07.0 Draftable Legal's integration with Epona 365 will now display comments associated with document versions in the file selection menu.  + + +## Administrator Features + +### Comparison Type configuration + +To ensure end users are only provided with Comparison options needed by your organization, from Draftable Legal v24.7.200 administrators can set default and / or remove Comparison Types via the Windows Registry or using Group policy.  + +You can learn more about how to configure Comparison Types or Outputs in [this article](/hc/en-us/articles/35240737941913-How-to-configure-Comparison-Types-and-Outputs-Remove-options-or-set-initial-default). + +### Other Administrator Features + +**Version Number Alignment** To provide easier version tracking for administrators, Draftable Legal has switched its version numbering convention to a 'Year-Month-Version' (YY.MM.VV) format . This allows administrators to intuitively identify the age of a version when administering Draftable for their organization. + +**Improved Error Log Naming** To make it easier for administrators and our Support team to track and manage errors logs, we have updated our file name conventions for exported error logs to include the date and a unique ID. + +**Reduced Application Size** Draftable Legal v24.7.0 has reduced application size by dropping support for x32 bit, updating CEF# and Microsoft Universal C Runtime.  + +**Enhanced Telemetry** To improve our product learnings the 24.7.0 update has added data points to our telemetry, Updated product telemetry now shares document metadata (including the number of words, pages, and characters) as well as the Word Document Scheme version and installation & troubleshooting events. + +See here for [more information on our Product Telemetry program](/hc/en-us/articles/34620487450265-Product-Telemetry).   + + +## Bug Fixes + +As always, this release also implemented a number of bug fixes identified by our customers. These included: + +- Restoring the dialog warning users that Changed Pages output does not support style changes. +- Fixing an issue where Silent Start with Windows was set incorrectly in the Group Policy Template. +- Resolving an algorithm error when comparing documents with corrupted metadata comments. +- Fixing an issue where whitespace changes were ignored when using the 'changed pages only' option in the Draftable Redline Viewer. +- Ensuring 1-Click compares respect the user's Output filename configuration when opening. +- Updating Side-By-Side exports to include moves, aligning them with what is shown in Draftable. +- Correcting an error message shown when failing to complete a drag-and-drop load due to integration being disabled. + + +We hope these new features and improvements enhance your experience with Draftable Legal. For any feedback or suggestions, please contact us at [product@draftable.com](mailto:product@draftable.com) and for any support issues please contact support@draftable.com. \ No newline at end of file diff --git a/hc/en-us/articles/34620487450265-Product-Telemetry.mdx b/hc/en-us/articles/34620487450265-Product-Telemetry.mdx new file mode 100644 index 0000000..28d8cfd --- /dev/null +++ b/hc/en-us/articles/34620487450265-Product-Telemetry.mdx @@ -0,0 +1,61 @@ +--- +title: "Product Telemetry" +--- + +At Draftable, our goal is to deliver the best possible experience with our product, Draftable Legal. To achieve this, we rely on telemetry data to gain insights into how our product is used, identify areas for improvement, and ensure optimal performance and reliability. By allowing us to collect and analyze telemetry data, you can help us make informed decisions that drive enhancements and innovations, ultimately benefiting your users. This document provides summary information to assist firms when deciding whether to enable telemetry sharing to support these efforts. + +## Privacy and data protection + +We are committed to maintaining the highest standards of privacy and data protection. Importantly: + +- **No Personally Identifiable Information (PII) Collected** We do not collect any personally identifiable information. This includes names, email addresses, or any other data that can be used to identify an individual. +- **No Potentially Identifiable Information Collected** Our telemetry does not capture data that can be potentially linked to specific users, licenses, IP addresses, or organizations. This ensures that all collected data is anonymized and aggregated, focusing solely on improving product performance and user experience without compromising user privacy. + +By adhering to these principles, we ensure that our telemetry practices comply with privacy regulations and align with security standards expected by our users. + +## Data captured + +Our product telemetry captures data across various key themes to help us understand and improve product usage. These themes include: + +### 1\. Usage Metrics + +- **Document Comparisons:** Number and frequency of document comparisons performed. +- **Document Types and Sizes:** File types (e.g. docx, pdf) and file size (in kilobytes). +- **Feature Utilization:** Specific features used during document comparisons. +- **Session Durations:** Length of time users spend on each session. + +### 2\. Performance Metrics + +- **Response Times:** Time taken to complete document comparisons. +- **Error Rates:** Frequency and types of errors encountered. + +### 3\. Technical Environment + +- **System Configurations:** Operating system, MS Office and browser versions, and hardware specifications. +- **Network Performance:** Latency and connectivity issues. + +### 4\. Interaction Data + +- **User Actions:** Clicks, navigation paths, and interaction patterns within the application. +- **Help and Support:** Usage of help features and support requests. + +A complete list of fields captured via Draftable telemetry can be requested by contacting [product@draftable.com](mailto:product@draftable.com)  + +## How we use telemetry data + +We collect product usage data to continuously improve our product and ensure it meets the needs of our users. Specifically, we aim to: + +- **Enhance User Experience** + By understanding how users interact with our product, we can identify areas for improvement and optimize the user interface for better efficiency and satisfaction. +- **Improve Performance and Reliability** + Analyzing performance metrics allows us to identify bottlenecks and optimize our systems for faster and more reliable document comparisons. +- **Guide Feature Development** + Usage data helps us prioritize new features and enhancements based on actual user needs and usage patterns. +- **Proactively Resolve Issues** + Monitoring error rates and user interactions enables us to quickly identify and address potential issues before they impact a broader user base. + +Draftable does not use telemetry data for direct sales and marketing purposes. Data is de-identified and aggregated in a way that prevents us from using telemetry data to analyze specific customer product usage. + +## Further information + +For any further information or questions, please contact our Product team at [product@draftable.com](mailto:product@draftable.com). diff --git a/hc/en-us/articles/35238811918617-How-to-set-up-1-Click-Compare-default-workflow.mdx b/hc/en-us/articles/35238811918617-How-to-set-up-1-Click-Compare-default-workflow.mdx new file mode 100644 index 0000000..1440b65 --- /dev/null +++ b/hc/en-us/articles/35238811918617-How-to-set-up-1-Click-Compare-default-workflow.mdx @@ -0,0 +1,58 @@ +--- +title: "How to set up 1-Click Compare default workflow" +description: "This article outlines how to set up a default 1-Click Compare workflow for users in an organization. It is written for Systems / IT Administrators. " +--- + +If you are an end user who wants to update your own default workflow for 1-Click Compare, see [this article](/hc/en-us/articles/31611819497753-Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow) instead.  + +## What is 1-Click Compare? + +1-Click Compare gets you to your preferred next action in "1-Click". Users can launch a comparison of two files and generate their chosen 'next action' without any further steps. For example, you can use 1-Click Compare to go straight from selecting your files to: + +- Creating an email with redline outputs and input files attached +- Copying input files and comparison outputs to your clipboard +- Immediately printing your preferred comparison output +- Saving your your preferred comparison output to your DMS +- Opening your Redline in Word + +## How to set up a default 1-Click Compare workflow via Registry or Group Policy + + + + You will first need to allow the export option to be shown on your own version of Draftable Legal. You can do this via updating the Registry key changes or by Group Policy. + + By updating the registry key under HKEY\_CURRENT\_USER\\Software\\Draftable\\Feature by creating the following DWord 32 bit key `OneClickExportOptionsEnabled`with a value from 1Or by enabling the `Enable to show 1-Click export options` in Group Policy + + To confirm this has worked, open Draftable, go to the settings and select the 1-Click Compare tab, in the menu you should now see a 'Copy to Clipboard' option in the top left corner (see below) + + ![image (62).png](/images/draftable-legal-setup-1-click/image-1.png) + + + + Once the export option is available, set up your preferred default workflow for 1-Click Compares in your organization via the settings UI on screen. + + + Once it is set up, click 'Copy to Clipboard' + + + Now you can paste the default workflow into either the registry key AdminOneClickCompareSuggestion or in Group Policy `1-Click definition`  (pictured below in two screenshots) + + + ![image (63).png](/images/draftable-legal-setup-1-click/image-2.png) + + + + ![image (64).png](/images/draftable-legal-setup-1-click/image-3.png) + + + + Your 1-Click Default will now be set up for all users. Users will be able to override this 1-Click Compare default workflow unless you remove the settings menu section (see below for details) + + + +## How to remove the option for end users to override your default 1-Click Compare workflow + +1. You can remove the 1-Click Compare settings tab by updating the registry key HideOneClickTab from 0 to 1 +2. Alternatively, you can use Group Policy to remove the 1-Click Compare settings tab by enabling the Hide 1-Click tab for users option + + diff --git a/hc/en-us/articles/35240737941913-How-to-configure-Comparison-Types-and-Outputs-Remove-options-or-set-initial-default.mdx b/hc/en-us/articles/35240737941913-How-to-configure-Comparison-Types-and-Outputs-Remove-options-or-set-initial-default.mdx new file mode 100644 index 0000000..df1c736 --- /dev/null +++ b/hc/en-us/articles/35240737941913-How-to-configure-Comparison-Types-and-Outputs-Remove-options-or-set-initial-default.mdx @@ -0,0 +1,57 @@ +--- +title: "How to configure Comparison Types and Outputs: Remove options or set initial default" +description: "Comparison Types and outputs are at the core of the Draftable Legal experience. While we strive to offer as much flexibility for users in Comparison Types, many users will not need all the options provided. Likewise, organizations may wish to stop users from exporting certain comparison outputs via the 'Next Actions' commands or in 1-Click Compare workflows. From Draftable v24.7.200, administrators can set default and / or remove Comparison Types via the Windows Registry or using Group policy." +--- + +This article guides IT Administrators in configuring Draftable Legal to remove any unwanted Comparison Types and / or to change the default Comparison Type from 'Redline in Draftable' + +To learn more about Comparison Types and their use, please see [this article](/hc/en-us/articles/33190528521881-Comparison-Type-How-to-choose-the-right-option-in-the-Draftable-New-Comparison-Window).    + +### How to update the initial default Comparison Type + +Administrators can use the InitialComparisonOutput registry key to set an initial Comparison Type default. The default options are: + +| **Comparison Type** | **Value for InitialComparisonOutput registry key** | +| :--- | :--- | +| Redline in Draftable | Redline | +| Redline in Word | RedlineDocx | +| Tracked Changes in Word | TrackChangesWord | +| Side by Side | Draftable | +| Redline in Excel | ExcelRedline | +| Native in MS Office | NativeOffice | + +Once set, this will set the selected Comparison Type as the default choice in the New Comparison Window upon starting Draftable. If the user selects a different Comparison Type, this will be 'sticky' and remains selected until the user either changes it again or closes the application.  + +## Removing unwanted Comparison Types + +Many organizations exclusively use either Tracked Changes or Redline in Word as their preferred word output. Likewise, organizations will often have a preference for either Redline in Excel, Side by Side or MS Office Native for Excel comparisons. With this in mind, organizations can configure Draftable Legal to only provide those Comparison Types and outputs needed by their users. This can be done via Group Policy or in the Windows Registry.  + +### Removing Comparison Type and Output options via Group Policy + +Administrators can update the default value of the following Group Policy Options to remove Comparison Types from the New Comparison Window, Next Actions menu, and 1-Click Compare menu. + +| **Comparison Type** | **Group Policy Option** | +| :--- | :--- | +| Redline in Draftable | Enable Redline PDF Output | +| Excel Redline | Enable Excel Redline Output | +| Redline in Word | Enable Redline DOCX Output | +| Tracked Changes in Word | Enable Track Changes in Word Output | +| Side by Side | Enable Side-By-Side Output Comparison | +| Changed Pages Only PDF export | Enable Changed Pages Output | +| Native in MS Office | Enable Native Office Output | + +### Removing Comparison Type options via the Windows Registry  + +The following registry keys can be configured to exclude Comparison Types and outputs from the New Comparison Window, Next Actions menu, and 1-Click Compare menu (with the default value 0 showing the Comparison Type / output). + +| **Comparison Type** | **Registry Key (set to 1 to remove)** | +| :--- | :--- | +| Redline in Draftable | IsRedlineOutputEnabled | +| Excel Redline | IsExcelRedlineOutputEnabled | +| Redline in Word | IsRedlineDocxOutputEnabled | +| Tracked Changes in Word | IsTrackChangesWordOutputEnabled | +| Side by Side | IsDraftableOutputEnabled | +| Changed Pages Only PDF export | IsChangedPagesOutputEnabled | +| Native in MS Office | IsNativeOfficeOutputEnabled | + + diff --git a/hc/en-us/articles/36291759384985-How-to-Fix-Issues-with-Drag-and-Drop-from-iManage-to-Draftable-Legal.mdx b/hc/en-us/articles/36291759384985-How-to-Fix-Issues-with-Drag-and-Drop-from-iManage-to-Draftable-Legal.mdx new file mode 100644 index 0000000..ee196c3 --- /dev/null +++ b/hc/en-us/articles/36291759384985-How-to-Fix-Issues-with-Drag-and-Drop-from-iManage-to-Draftable-Legal.mdx @@ -0,0 +1,37 @@ +--- +title: "How to Fix Issues with Drag and Drop from iManage to Draftable Legal" +description: "This troubleshooting article addresses a common issue where users encounter errors when dragging and dropping documents from the iManage interface directly into Draftable Legal." +--- + + + +### Cause of the issue  + +When users try to drag and drop from iManage to Draftable Legal, an error can occur if iManage has not been authenticated with Draftable Legal. This issue usually surfaces after logging into the computer for the first time. + +### Resolution of the issue + +To resolve this issue, we have developed a new setting that triggers a login prompt for iManage to Draftable Legal when the application launches for the first time. + + +Open the Settings Menu: via the New Comparison Window: Open the New Comparison window and select "Settings" in the top right corner + + Settings menu + + + +In the settings menu, navigate to the Integrations tab: + + Integrations tab + + + +Enable the Setting: Locate the "Automatically trigger log in on app start" setting within the integration tab and enable it. + + Automatically trigger log in setting + + + +This setting will force users to log into iManage when Draftable Legal launches, ensuring that the drag-and-drop feature works seamlessly. If you ever do experience this issue in the future, ensure that Draftable Legal and iManage are already logged in and authenticated. + +If you require further help or have any queries, please get in touch with our support team at support@draftable.com. \ No newline at end of file diff --git a/hc/en-us/articles/36782064468249-Copy-to-Clipboard.mdx b/hc/en-us/articles/36782064468249-Copy-to-Clipboard.mdx new file mode 100644 index 0000000..ba98e7d --- /dev/null +++ b/hc/en-us/articles/36782064468249-Copy-to-Clipboard.mdx @@ -0,0 +1,72 @@ +--- +title: "Copy to Clipboard" +description: "Draftable Legal allows you to copy comparison outputs to the clipboard, instead of having to save or email them. This is useful if for example you have an email you are working on and want to attach the comparison files to it. You can use the Copy to Clipboard feature instead of having to save the files first and the adding them to the email." +--- + +## Copy to Clipboard options + + + + Start by running a Redline comparison (using the Redline in Draftable comparison type). + + + ![](/images/using-draftable-copy-to-clipboard/image-1.png) + + + + + In the Comparison window, in the ribbon at the top, you will see a **"Copy to Clipboard"** button. If you click on that, you will see all the options you can choose from. + + + ![](/images/using-draftable-copy-to-clipboard/image-2.png) + + + + Select which files you want to copy, by checking the box to the right of each comparison type. + + + ![](/images/using-draftable-copy-to-clipboard/image-3.png) + + + + You can rename the files by clicking on the pencil icon on the right hand side of the window. + + + ![](/images/using-draftable-copy-to-clipboard/image-4.png) + + + + You can also change the file format of the Redline and the Original and Modified files. You can pick either PDF or DOCX file formats. Track Changes has to remain as a DOCX file though. + + + ![](/images/using-draftable-copy-to-clipboard/image-5.png) + + + + With the **Changes Report** option, you can again decide on the file format, this time the options are DOCX and CSV, while also choosing what changes you want in the report. You can either choose All Changes, are choose to just show the changes you have selected in the Filter you have set on the Change List panel on the right hand side. + + ![](/images/using-draftable-copy-to-clipboard/image-6.png) + + + + + If needs be, you can also choose to zip up all the files you have selected before they are copied to the clipboard. + + + ![](/images/using-draftable-copy-to-clipboard/image-7.png) + + + + + Finally click on the **"Copy"** button and the selected files will be added clipboard, ready to be pasted elsewhere, such as an open email etc. + + + ![](/images/using-draftable-copy-to-clipboard/image-8.png) + + + + + You are then all set and can paste your file(s) into your email or file location etc? + + + diff --git a/hc/en-us/articles/36883612378777-Release-Notes-Draftable-Legal-August-2024-v24-8-0.mdx b/hc/en-us/articles/36883612378777-Release-Notes-Draftable-Legal-August-2024-v24-8-0.mdx new file mode 100644 index 0000000..abaac32 --- /dev/null +++ b/hc/en-us/articles/36883612378777-Release-Notes-Draftable-Legal-August-2024-v24-8-0.mdx @@ -0,0 +1,97 @@ +--- +title: "Release Notes: Draftable Legal August 2024 (v24.8.0)" +description: "We are excited to announce the release of Draftable Legal v24.8.0 (August 2024). This update introduces several new features and improvements focused on streamlining your document comparison workflows, enhancing performance, and providing greater control for administrators." +--- + + +Key benefits in this update include: + +- **Greater flexibility** in file handling with new options for renaming, converting, and zipping files during email or clipboard actions. +- **Improved table comparison accuracy** with an updated algorithm for better column matching. +- **Faster comparisons** with optimized performance for text vs. text Redline outputs. +- **More export options** with single page export in the side-by-side view. +- **More consistent user experience** with persistent (i.e. sticky) user export selections across Draftable viewer sessions. +- **Improved product learnings for administration features** through expanded telemetry for Redline Profile changes and Group Policy configurations. + +Let's explore these updates in more detail. + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the 24.8.0 release to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## Core Functionality Enhancements + +### Enhanced File Handling with New Email and Clipboard Options + +From v24.8.0, users can now save time when sharing their comparisons with the ability to rename, convert, and zip all files when emailing or copying them to the clipboard. This update allows for greater flexibility in how you share and manage documents, particularly in workflows requiring frequent document adjustments on the go. + +![Rename convert zip UI.png](/images/draftable-legal/image-133.png) + +### More export options with Single Page Export in Side-by-Side View + +Effortlessly manage your comparison outputs by exporting a single page from the side-by-side view directly through the next action menus. This feature simplifies the document sharing process by enabling precise extraction of key pages for review or collaboration. + +![Side by side export options.png](/images/draftable-legal/image-134.png) + +## Ease of Use Improvements + +### Sticky Preferences for Consistent User Experience + +Users will no longer need to manually select their file selection, renaming, and conversion preferences for every comparison. Next action preferences will now remain consistent across viewer sessions, defaulting to the last selection used. These ‘sticky’ settings ensure that your customizations persist, reducing clicks to complete your comparison and making it easier to work consistently across multiple sessions. + +### New Default View Option for Redline PDF Comparisons + +Optimize your review process with the new Redline Profile setting that allows the 3-pane view to be set as the default for PDF comparisons. This enhancement provides organizations or users that prefer a more detailed view of changes across older, newer and redlined documents. The setting can be configured via registry keys and Group Policy. + +![3-Pane View as default setting.png](/images/draftable-legal/image-135.png) + +### Improved Error Messaging for Non-Comparable File Types + +Users will now receive clearer guidance from Draftable with improved messaging for the "Draftable does not compare" filetype error. This update helps users quickly understand which file types are supported when an unsupported filetype is loaded for comparison, reducing confusion and streamlining troubleshooting. + +![Improved file type error message.png](/images/draftable-legal/image-136.png) + +## Performance Enhancements + +### Accuracy: Improved Table Comparison Algorithm + +From v24.8.0 Draftable Legal users can benefit from an updated table comparison algorithm that improves column matching accuracy. This advancement ensures that the output of tables within your documents are easier to read, reducing the work involved in reviewing comparison outputs. + +### Reliability: Automatic Repair for Input DOCX Files + +Enjoy greater reliability with the new auto-repair feature for DOCX documents. This function automatically corrects issues in input files with minor corruption (effectively saving a new copy of these files to remove the issue). This improvement reduces the likelihood of comparison failures and saves time by automating the workaround that would typically be provided during a support request. + +### Speed: Optimized Speed for Text Comparisons in Redline Outputs + +Experience faster performance in text vs. text comparisons for Redline outputs. This speed optimization allows you to complete your comparisons much more quickly than in previous versions, enhancing overall productivity. + +![Speed - faster text to text comparisons.png](/images/draftable-legal/image-137.png) + +## Administrator Features + +### New Telemetry for Redline Profile, Group Policy Changes and Bulk Compare usage + +As part of our commitment to continuous improvement for application administrators using Draftable, we have added new (anonymous) telemetry to log user behavior and configuration changes for Redline Profile adjustments and settings configured via Group Policy. This data will enable us to better understand the configuration needs of users which we aim to use to simplify both administrator and end user settings management. + +In addition to adding Redline Profile and Group Policy events, we have also added Bulk Compare usage events to our telemetry system. We aim to use this information to guide how we further develop the Bulk Compare feature set, given the numerous additional improvements and features that can be built on top of this feature. + +For more information about our product telemetry, visit our [dedicated telemetry guide](/hc/en-us/articles/34620487450265-Product-Telemetry). + +## Bug Fixes + +The August 2024 release also included the following bug fixes: + +- Resolved document-specific error causing 'unable to compare' issues. +- Fixed an issue with redline output filenames when the name contained a period ('.'). +- Corrected Office Add-ins installation issues when using MSI. +- Improved algorithm to display deleted comments correctly. +- Ensured that redline output correctly displays color changes even when text decoration is not used. +- Updated the help link for the 'Email' action in the next action menu to direct to the correct knowledge base guide. +- Fixed comparison errors caused by special characters in file names loaded from iManage. +- Corrected footers display in Redline when footer changes are disabled. +- Removed false positives in text box comparisons. +- Resolved issues with the incorrect order of deletions and insertions. + +For a full list of changes and more details, please refer to our [Release Log](/hc/en-us/articles/20871414263577-Release-Log-Draftable-Legal) or contact our support team at [support@draftable.com](mailto:support@draftable.com) for further assistance. \ No newline at end of file diff --git a/hc/en-us/articles/36894944583065-Opening-Redlines-in-Word-and-PDF.mdx b/hc/en-us/articles/36894944583065-Opening-Redlines-in-Word-and-PDF.mdx new file mode 100644 index 0000000..5dcb13c --- /dev/null +++ b/hc/en-us/articles/36894944583065-Opening-Redlines-in-Word-and-PDF.mdx @@ -0,0 +1,44 @@ +--- +title: "Opening Redlines in Word and PDF" +description: "Draftable Legal allows you to open your redline output directly in Word or your PDF app without needing to save it first and then launch it in the appropriate application." +--- + +## Open Redline options + + + +Start by running a Redline comparison (using the Redline in Draftable comparison type). + + +![](/images/using-draftable-opening-redlines/image-1.png) + + + +When the Comparison window opens, in the ribbon at the top, you will see the "**Open**" button. If you click on that, you will see all the options you can choose from. + + +![](/images/using-draftable-opening-redlines/image-2.png) + + + +To open the Redline as is, you can either choose to open it as a DOCX or a PDF. Once you have selected the format, click on arrow on the right hand side and the Redline will open in the appropriate application. + + +![](/images/using-draftable-opening-redlines/image-3.png) + + + +You can also open the Redline, just showing the pages that contain changes, as a PDF. + + +![](/images/using-draftable-opening-redlines/image-4.png) + + + +Finally you can open the Redline in Word as a Track Changes document. + + +![](/images/using-draftable-opening-redlines/image-5.png) + + + \ No newline at end of file diff --git a/hc/en-us/articles/36946151482137-How-to-enable-Epona-integration-in-Draftable-Legal.mdx b/hc/en-us/articles/36946151482137-How-to-enable-Epona-integration-in-Draftable-Legal.mdx new file mode 100644 index 0000000..021a139 --- /dev/null +++ b/hc/en-us/articles/36946151482137-How-to-enable-Epona-integration-in-Draftable-Legal.mdx @@ -0,0 +1,34 @@ +--- +title: "How to enable Epona integration in Draftable Legal" +description: "In this article, we will guide end users through the process of enabling the Epona integration in Draftable Legal." +--- + +This is required to use the Epona integration functions (i.e. loading files from your Epona matter, saving files in to Epona etc). + +## Enabling your Epona integration in Draftable Legal + + + +Open the **Draftable Legal, New Comparison Window** and select **'settings'** in the top right corner of the Window. + + +![](/images/using-draftable-legal-with-epona/image-20.png) + + + +In settings, go to the **Integrations** tab, and under the Epona section, click "**Enable Epona Integration"** + + +![](/images/using-draftable-legal-with-epona/image-21.png) + + + +Select "Done" to close out the settings menu. Your Epona integration should now be enabled. You can confirm this by checking the Epona file selection menu is available in the **New Comparison Window** (see below). + + +![](/images/using-draftable-legal-with-epona/image-22.png) + + + + +If you have issues with your Epona integration, you can contact [support@draftable.com](mailto:support@draftable.com) for assistance. diff --git a/hc/en-us/articles/37239959492633-Running-comparisons-with-files-from-Epona-and-saving-outputs-to-Epona.mdx b/hc/en-us/articles/37239959492633-Running-comparisons-with-files-from-Epona-and-saving-outputs-to-Epona.mdx new file mode 100644 index 0000000..b7540b2 --- /dev/null +++ b/hc/en-us/articles/37239959492633-Running-comparisons-with-files-from-Epona-and-saving-outputs-to-Epona.mdx @@ -0,0 +1,163 @@ +--- +title: "Running comparisons with files from Epona and saving outputs to Epona" +description: "Epona is a leading content management software designed for use across a wide variety of industries." +--- + +This article will guide you on how to initiate comparisons by selecting documents from Epona, and how to preserve these comparison exports as outputs within Epona. + + +**Please note:** In order to use the features outline in this article, you must first: + +- Have [enabled the Epona integration in your Draftable Settings and connected your account.](/hc/en-us/articles/36946151482137-How-to-enable-Epona-integration-in-Draftable-Legal) + + +## Selecting input files from Epona to start a comparison + + + +Within the Draftable Legal **New Comparison Window**, click on the **Epona** option. + + +![](/images/using-draftable-legal-with-epona/image-3.png) + + + +This will launch Epona's file explorer menu, where you can navigate to the file(s) you wish to compare. + + +![](/images/using-draftable-legal-with-epona/image-4.png) + + + +Navigate to your desired file location and **click on the document(s)** **you wish to load** into Draftable. Once the document(s) are highlighted click on **OK**. + + +![](/images/using-draftable-legal-with-epona/image-5.png) + + + +If you would like to load a specific version of a document, simply click on the **Select Version** option in the New Comparison Window. + + +![](/images/using-draftable-legal-with-epona/image-6.png) + + + +The File versions list will appear. Select the version(s) you wish to compare and click **Select**. + + +![](/images/using-draftable-legal-with-epona/image-7.png) + + + +Once both documents have been loaded, select your **Comparison Type** from the drop down menu. + + +![](/images/using-draftable-legal-with-epona/image-8.png) + + + +Start your comparison by clicking **Compare** button at the bottom of the Window. + + +![](/images/using-draftable-legal-with-epona/image-9.png) + + + + +## Saving comparison outputs to Epona + + + +First, following the steps above to load your document select into the **New Comparison** window. Then ensure "**Redline In Draftable**" is selected as the **Comparison Type.** Then hit **Compare**. + + +![](/images/using-draftable-legal-with-epona/image-10.png) + + + +Once the comparison is ready, the **Comparison Viewer** will appear. + + +![](/images/using-draftable-legal-with-epona/image-11.png) + + + +Select the **Save to Epona** button in the ribbon at the top of the **Comparison Viewer.** + + +![](/images/using-draftable-legal-with-epona/image-12.png) + + + +This will bring up the Comparison Results window, which will allow you to select the Format of the file you wish to save, as well as the comparison output. + + +![](/images/using-draftable-legal-with-epona/image-13.png) + + +The options you can choose from are as follows: + +**Redline:** This saves a .pdf or .docx file where all changes are marked or "redlined" over the base document. This layout allows for easy visual comparison between the original and new versions of the document. + +**Changed Pages Only:** This is similar to the Redline option, but it only includes pages where changes have occurred. This is a useful feature if you're dealing with lengthy documents and you want to focus just on the pages with modifications. You can only save this output as a .pdf file. + +**Tracked Changes:** This saves into a .docx file with all updates embedded as 'Tracked Changes' in Microsoft Word. This is useful for further editing or reviewing in Word, as you can accept or reject changes individually and keep a record of who made what changes and when. + +**Changes Report:** This saves a .csv or docx file with either all the changes from the comparison or if a filter has been used, just the changes that match the filter output. + + +Once you have chosen the output format you wish to save, click on the arrow (->) to bring up the DMSforLegal 'Save As' window. By default, this will open in the Epona location where the newer input file was selected from the New Comparison Window. If this is not where you wish to save the output, you can navigate through your Epona folders to the desired location to save the file, as well as edit the filename and create new folders. + + +![](/images/using-draftable-legal-with-epona/image-14.png) + + + +Enter the relevant details and select **'Ok'**. Your document has now been saved to **Epona.** + + + +## Saving directly to Epona (Track Changes in Word outputs) + + + +First, in the **New Comparison Window** ensure the **Tracked Changes in Word** has been selected then hit **Compare** + + +![](/images/using-draftable-legal-with-epona/image-15.png) + + + +Once the comparison is ready, you will see a popup asking whether you want to Open or Save your comparison output + + +Note, some users may have set a default action for these comparisons in the Redline section of the Settings menu. If this is the case, you will need to change this setting to see the popup. See [Redline comparison settings](/hc/en-us/articles/16549612535705-Redline-comparison-settings) for details. + + + +![](/images/using-draftable-legal-with-epona/image-16.png) + + + +On the right side of the Save option, hit the **down arrow** to show more options + + +![](/images/using-draftable-legal-with-epona/image-17.png) + + + +Select **Save to Epona** from the drop down menu + + +![](/images/using-draftable-legal-with-epona/image-18.png) + + + +The DMSforLegal **'Save As' window** will now appear. By default, this will open in the Epona location where the newer input file was selected. From here you can navigate through Epona, edit the file name and create new folders as needed. + + +![](/images/using-draftable-legal-with-epona/image-19.png) + + + diff --git a/hc/en-us/articles/37595192917913-Configuring-Error-Messages-in-Draftable-Legal-for-End-Users.mdx b/hc/en-us/articles/37595192917913-Configuring-Error-Messages-in-Draftable-Legal-for-End-Users.mdx new file mode 100644 index 0000000..7114543 --- /dev/null +++ b/hc/en-us/articles/37595192917913-Configuring-Error-Messages-in-Draftable-Legal-for-End-Users.mdx @@ -0,0 +1,116 @@ +--- +title: "Configuring Error Messages in Draftable Legal for End Users" +description: "As an administrator, you can customize the error messages shown to end users when they encounter an issue with Draftable Legal. Additionally, you can control the default file attachments policy, custom contact details, and the email content generated when users report errors. This guide walks you through configuring these settings using Group Policy." +--- + +## 1\. Configuring the Custom Error Message + +The custom error message that users see can be configured via Group Policy. This allows you to enter a personalized message that will be displayed whenever an error occurs. **Note:** Please always ensure you are using the latest ADMX/ADML templates which can be [found here.](/hc/en-us/articles/28666057117721-Draftable-Legal-Group-Policy-Template-Files) + +### Steps to Edit the Error Message: + + + + Open your preferred **Group Policy Editor** + + + Navigate to the group policy object "Configure customer error message" + + + Enable the setting and enter your custom error text in the provided field. + - **Example**: "An unexpected error has occurred. Please contact support." + + + Apply and save the policy. + + + + +![](/images/draftable-legal-configuring-error/image-1.png) + + +To achieve the same result via registry, please edit the following key: + +```bash +Key: HKCU:\\Software\\Draftable\\Feature +Value name: CustomCompareErrorMessage +Value type: REG\_SZ +Value data: +``` + +Where the value of <key> is your custom error message.  + +## 2\. Allowing or Disabling File Attachments with Errors + +By default, users can choose to attach obfuscated files when they report an error. You can control whether users are allowed to send such attachments by configuring the "Enable custom contact details" setting. + +### Steps to Control File Attachments: + + + + Open your preferred **Group Policy Editor**. + + + Navigate to the group policy object "Never Share Obfuscated Documents" + + + Enable the setting to not allow your users to share Obfuscated documents + + + Disabling this setting will allow users to share Obfuscated documents + + + + +![](/images/draftable-legal-configuring-error/image-2.png) + + +To achieve the same result via registry, please edit the following key: + +```bash +Key: HKCU:\\Software\\Draftable\\Compare +Value name: NeverShareObfuscatedDocuments +Value type: REG\_DWORD +Value data: +``` + +Where the <key> value of 1 is set to enabled, and 0 for disabled.  + +## 3\. Configuring the Email Body for Error Reports + +When an error occurs, Draftable Legal can generate an automatic email with the error details. You can customize the email body that is sent with the error log. + +### Steps to Edit the Error Report Email Body: + + + + Open your preferred **Group Policy Editor**. + + + Navigate to "Configure custom contact support email body" + + + Enable the setting and input the desired email body text. + - **Example**: "Please describe the issue you encountered and attach any relevant screenshots." + + + Apply and save the policy. + + + + +![](/images/draftable-legal-configuring-error/image-3.png) + + +To achieve the same result via registry, please edit the following key: + +```bash +Key: HKCU:\\Software\\Draftable\\Feature +Value name: CustomEmailSupportMessage +Value type: REG\_SZ +Value data: +``` + +Where the value of <key> is your custom email body text. + +That concludes this article, if you have any issues with applying these settings or questions, please get in touch with our support team at support@draftable.com diff --git a/hc/en-us/articles/37595923307801-Comparing-Comments-in-Redline-Comparisons.mdx b/hc/en-us/articles/37595923307801-Comparing-Comments-in-Redline-Comparisons.mdx new file mode 100644 index 0000000..1ba799d --- /dev/null +++ b/hc/en-us/articles/37595923307801-Comparing-Comments-in-Redline-Comparisons.mdx @@ -0,0 +1,170 @@ +--- +title: "Comparing Comments in Redline Comparisons" +description: "The Redline comparison feature in Draftable Legal allows users to not only compare the main content of documents but also review changes to comments. This guide provides an overview of how comments are compared, displayed, and managed within Redline comparisons." +--- + +## How Compare Comments Works + +When performing a Redline comparison, Draftable analyzes comments within the documents being compared and identifies any changes, including comment insertions, deletions, and moves. These changes are reflected in the Redline output, allowing users to see how comments evolve between document versions. + +However, there are also options to show comments by comparing them, which can be useful if users want to see all comments from either the original document, modified document or both documents without comparison of said comments. + +## Managing comment settings in Redline comparisons + +Draftable Legal provides flexible options for managing how comments are compared and displayed in your Redline outputs. + +![](/images/using-draftable-comparing-comments/image-1.png) + + +You can manage comment comparing settings in the settings menu, within the **Redline** section under **Comparison options:** + + +![](/images/using-draftable-comparing-comments/image-2.png) + + +There are many options on how comments are shown within your Redline comparisons, which are discussed below. + +### Turning Off Compare Comments + +If you do not wish to show comments at all in your Redline comparisons, you can disable comments by setting the value of the Comment Options to **Hide all comments**. + + +![](/images/using-draftable-comparing-comments/image-3.png) + + +### Show comments from both documents + +Users can choose to include seeing comments from both documents but tell Draftable not to compare them. + +This can be achieved by setting the value of the Comment Options to **Show comments from both documents.** + + +![](/images/using-draftable-comparing-comments/image-4.png) + + +As a result, comments in comparisons will still appear in the change list, but aren't compared so there is no markup applied to indicate deletions, insertions or moves. + + +![](/images/using-draftable-comparing-comments/image-5.png) + + +Within the comparison, the text that contains the comments is highlighted in yellow to indicate where the comment is located. + +### Showing Comments from Older Files + +Users can choose to include comments from the original documents but tell Draftable not to compare them. + +This can be achieved by setting the value of the Comment Options to **Show comments from the original document.** + + +![](/images/using-draftable-comparing-comments/image-6.png) + + +As a result, comments in the comparisons will still appear in the change list but only from the original document. + + +![](/images/using-draftable-comparing-comments/image-7.png) + + +Within the comparison, the text that contains the comments is highlighted in yellow to indicate where the comment is located. + +### Showing Comments from Newer Files + +Users can choose to include comments from the modified documents but tell Draftable not to compare them. + +This can be achieved by setting the value of the Comment Options to **Show comments from the modified document.** + + +![](/images/using-draftable-comparing-comments/image-8.png) + + +As a result, comments in the comparisons will still appear in the change list but only from the original document. + + +![](/images/using-draftable-comparing-comments/image-9.png) + + +Within the comparison, the text that contains the comments is highlighted in yellow to indicate where the comment is located. + +### Comparing comments + +Users can choose to compare comments from both documents and show these changes within the change list. + +This can be achieved by setting the value of the Comment Options to **Compare Comments.** + + +![](/images/using-draftable-comparing-comments/image-10.png) + + +As a result, comments in the comparisons will still appear in the change list and show the changes between these comments. + + +![](/images/using-draftable-comparing-comments/image-11.png) + + +### Markup settings for comment changes: + +Markup settings for comment changes always follow what is set for Redline changes, in your Draftable Redline settings, hence: + +- **Insertions**: New comments will be shown in the change list using the markup settings based on Redline settings for insertions. In this article, insertions are shown in blue. +- **Deletions**: Removed comments will appear in the change list using the markup settings based on Redline settings for deletions. In this article, insertions are shown as strikethrough red. + +### Understanding compared comments in the Redline viewer + +To see changes specifically for comments, in the **filters** option under the changes menu (found in the right-hand side of the view), ensure in the *Only show* field you select **Comment.** See below as an example: + + +![](/images/using-draftable-comparing-comments/image-12.png) + + +Once set, only comment changes are shown in the comparison change-list. The change-list in the below example shows that we have both a deletion and insertion shown **just for the comments**. + + +![](/images/using-draftable-comparing-comments/image-13.png) + + +The text in the comparison where there is/was a comment is highlighted as yellow, with the contents of the comment shown in the change list. This means, in the below example we have the text from the comparison "Provisions and" highlighted to indicate a comment was made for this text, and the change list shows us that a comment with the text "This is a deleted comment" was deleted as shown by the red strikethrough highlight. + + +![](/images/using-draftable-comparing-comments/image-14.png) + + +To make it easier to distinguish between which text content contains comments and what text content are **marked** as changed (i.e normal content change), text that contains comments is marked in the **yellow highlight**, whilst text content changes are marked with **grey shading.** + + +![](/images/using-draftable-comparing-comments/image-15.png) + + +If the text contains both a yellow highlight and grey shading, it means that the text associated with the content contains both changed text and a comment. + + +![](/images/using-draftable-comparing-comments/image-16.png) + + +Please note, that the grey shading for changes only appears if only **Comments** are selected in the *Only show* filter menu. If no filters are applied, comments are still shown and the viewer appears like the below example: + + +![](/images/using-draftable-comparing-comments/image-17.png) + + +## Deleted Comments + +Deleted comments are shown within the comparison as highlighted yellow text to indicate where the comment was made. In the change list, you can note that a comment was deleted by the red strikethrough text, which indicates that the comment existed in the older document, but no longer exists in the new document. + + +![](/images/using-draftable-comparing-comments/image-18.png) + + +The text where the comment was made still remains highlighted to show users where the comment was before it was removed in the new document. + +## Resolved Comments in Comparison Outputs + +Resolved comments will also be highlighted when comparing documents, as seen in the example below. + + +![](/images/using-draftable-comparing-comments/image-19.png) + + +The resolved comment is marked as **deleted** as shown by the red strikethrough text of the comment in the change list, however, the comment itself is still shown by a yellow highlight as shown above in the text "Laws and amendment". + +Hence, resolved comments and deleted comments appear the same within the viewer when compared, but are still shown despite being deleted/resolved. diff --git a/hc/en-us/articles/37604055117977-Release-Notes-Draftable-Legal-September-2024-24-8-200-24-9-0-24-9-100.mdx b/hc/en-us/articles/37604055117977-Release-Notes-Draftable-Legal-September-2024-24-8-200-24-9-0-24-9-100.mdx new file mode 100644 index 0000000..97a159c --- /dev/null +++ b/hc/en-us/articles/37604055117977-Release-Notes-Draftable-Legal-September-2024-24-8-200-24-9-0-24-9-100.mdx @@ -0,0 +1,139 @@ +--- +title: "Release Notes: Draftable Legal September 2024 (24.8.200, 24.9.0 & 24.9.100)" +--- + + +***Note: this article was updated on 30 September 2024 to include the v24.9.0 and v24.9.100 releases*** + +We are pleased to share details of our September releases of Draftable Legal (v24.8.200, 24.9.0 and 24.9.100). These releases bring together a number of new improvements for expanded redline and review functionality and faster and more accurate document comparison workflows. + +Key benefits in September updates include: + +- **Create redlined Excel files** using our new 'Redline in Excel' Comparison Type, with the ability to load excel files, worksheets or selected cells via our new Draftable Excel Add-in +- **Enjoy better accuracy** with an improved algorithm for merged cell display in tables and auto-detection and optimization for ideographic languages (such as Japanese, Chinese and Korean) +- **See markups more easily** with new markup schema color options for Classic (brighter) Blue and Red, and selected markup schema defined in the Summary page and used in the Changes Report +- **Annotate and share changes** with less clicks using new bulk action tagging in the Change List, and export your Changes Report as part of redline exports, as a separate docx file or within the body of a Draftable-generated email +- **Rerun comparisons faster** with Draftable's new automatic detection and syncing of file updates from your computer or DMS before rerunning comparisons. +- **Print files faster** with the option to print input files alongside comparison outputs + +Let's explore these updates in more detail. + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the 24.8.200 release to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## New Features & Improvements + +### Redline in Excel now available to all users + +#### Generate redlined Excel files using our new 'Redline in Excel' Comparison Type + +From v24.9.1, users can generate redline outputs in Excel files, expanding Draftable's redlining comparison capabilities beyond Word and PDFs. This feature, previously in preview mode, is now generally available and allows for a more comprehensive review of spreadsheet-based agreements, financials, and other legal documents.  + +Our Redline in Excel comparison type uses a new purpose-built comparison algorithm specific to spreadsheets, and can detect and highlight where formula changes are the cause of markups (shown as yellow boxed groups of cells with 'notes' outlining formula changes). The output also displays where whole sheets are deleted or inserted, and where rows or columns are inserted or deleted using blue and pink shading. + +![Excel redline output.png](/images/draftable-legal/image-121.png) + +The workflow in Draftable mimics our existing options for 'Redline in Word', providing users the flexibility to open, save, email or copy to clipboard the redlined Excel file. Our team are now hard at work building a dedicated Draftable viewer experience for spreadsheets, which will include a clickable and filterable change list for Excel comparisons. + +![Next actions menu excel.png](/images/draftable-legal/image-122.png) + +#### Load Excel files, worksheets, or specific cells with the new Draftable Excel Add-in + +To complement our new 'Redline in Excel' Comparison Type, Draftable has also released a Draftable add in for Excel. This add-in streamlines your comparison process by loading entire Excel files, individual worksheets, or selected cells for comparison. This ability to target specific sheets or cells for comparison helps users focus on relevant data, reducing time otherwise spent navigating through comparisons of larger spreadsheets. + +![Excel add in.png](/images/draftable-legal/image-123.png) + +### Improved algorithm for more accurate comparisons + +#### Algorithm updates with support for Japanese and ideographic languages + +From v24.9.0, users working with Japanese, Chinese, Korean and other ideographic languages can now experience more accurate and reliable comparisons. The updated algorithm automatically detects the presence of these languages in your documents and optimizes its functionality to ensure better handling of character-based languages without sentence spacing. This improves the overall experience for multilingual firms. + +![Japanese language output improved.png](/images/draftable-legal/image-124.png) + +#### Improved outputs for comparing Tables with merged columns + +Users will enjoy clearer and more readable table comparisons when they include merged cells. Draftable v24.8.200 includes algorithm improvements for scenarios where two columns are merged and text is inserted. This updated algorithm optimizes the redline output to preventing text from bunching up in a single column and gives an easy to read output while still clearly indicating the cells have been merged. This ensures smoother document reviews, particularly for tables with complex formatting. + +| ![Table input with merged cell.png](/images/draftable-legal/image-125.png) | ![Table input redline with merged cell.png](/images/draftable-legal/image-126.png) | +| :--- | --- | +| **Older input file with Table that has empty row with two columns** | **New redline output with merged cell shown with readable text** | + +### Improvements for comparison review workflows + +#### Find changes more easily with brighter 'classic' blue and red markup colors + +Focus on key changes by using the classic Word blue and red color scheme in markup outputs. This new option in the markup schema settings provides a familiar format for users, enhancing the ease of reviewing Redline comparisons. + +![Classic colours in markup schema.png](/images/draftable-legal/image-127.png) + +#### Bulk status tagging and 'reviewed' tag for faster comparison reviews + +Complete your reviews more efficiently with the new bulk tagging feature, allowing you to apply status tags across multiple changes at once. Additionally, you can mark individual changes as 'reviewed,' making it easier to track progress and finalize comparisons without missing critical updates. + +![Bulk actions on change list.png](/images/draftable-legal/image-128.png) + +### Share your annotated changes more easily + +Our September updates included several enhancements to our Changes Report specifically requested by customers to make it easier to export and review. These include: + +#### Export your Changes Report to DOCX or include in Redline exports or the body of emails generated by Draftable + +We know most lawyers prefer working in Word documents. So from v24.8.200, users can export the Changes Report as a DOCX file in the Next Action menus (open, save, save to DMS, email, copy to clipboard). This makes it easier to share comprehensive summaries of document changes. + +Alternatively, if users prefer they can choose to include the changes report as part of the redline or tracked change document itself (in any format). This can be achieved by selecting 'options' in the Next Action ribbon menus and choosing to include the Changes Report at the start or end of the comparison output.   + +Lastly, from v24.9.0, users can share their insights and tagged changes with colleagues directly in emails via the updated Next Actions menu. The new feature allows you to include the Changes Report within the body of emails generated by Draftable, streamlining collaboration and communication. + +These additions ensure legal teams can share all necessary details when delivering reports to clients or colleagues.  + +![Changes report next actions incl add to email body.png](/images/draftable-legal/image-129.png) + +#### Markup Schema Colors and filename in the Changes Report + +Users can now identify changes more effectively in the Changes Report by seeing their markup schema colors used directly in the report. This visual enhancement makes it faster to understand changes in the report for quicker review turnaround. + +Users will also see the names of compared files directly within the Changes Report. This feature makes it easier to ensure the correct files were compared and contextualizes the changes shown in the Changes Report. + +![Chnages report markup schema.png](/images/draftable-legal/image-130.png) + +We are currently working with customers on further enhancements to our Changes Report and if you would like to see other improvements please reach out to [product@draftable.com.](mailto:product@draftable.com)  + +### Other Ease of Use enhancements + +Our September release has included a number of new ease of use features that remove steps in file loading and printing.  + +#### Rerun comparisons faster with automatic file resync + +From v24.9.0, Draftable will detect updates to files that are left in the New Comparison Window, and automatically resyncs these updates from your local computer or DMS. This means users can rerun comparisons after updating their files without manually reloading the files into Draftable. This improvement reduces workflow clicks and helps you get to the results faster, especially when working on iterative drafts. + +#### Save to the last used location by default + +Users can save time during frequent comparison tasks by updating their General settings to default save locations to the last saved directory. This new setting minimizes unnecessary clicks and ensures smoother document handling. + +![Save to last location.png](/images/draftable-legal/image-131.png) + +#### Faster file loading when comparing older (Legacy) documents + +Users can now streamline their comparison experience by disabling the warning in Draftable when working with legacy document types. This reduces unnecessary interruptions for users who frequently compare older Word documents. + +#### Print Input Files via Draftable + +It's now easier to obtain hard copies for comparison review when needed. Users can now choose to print their comparison input files directly from the Next Action menu in addition to comparison outputs. This improvement adds to Draftable's wide range of 'next actions' designed to reduce steps for comparison workflows. + +![Print input files.png](/images/draftable-legal/image-132.png) + +## Bug Fixes + +As with all releases, we have included a number of bug fixes reported to our support team: + +- Resolved an issue where the `.docx` suffix was being appended twice when copying renamed files to the clipboard. +- Fixed a rendering issue that caused screen flickering when performing drag-and-drop operations. +- Addressed a false negative detection for inserted headers on the first page of documents. +- Corrected an error that caused a comparison failure when handling complex fields. +- Fixed an issue where inserted signatures were not appearing in the Change List. + +For a full list of changes and more details, please refer to our [Release Log](/hc/en-us/articles/20871414263577-Release-Log-Draftable-Legal) or contact our support team at [support@draftable.com](mailto:support@draftable.com) for further assistance. \ No newline at end of file diff --git a/hc/en-us/articles/37873874456985-Getting-Comparison-Results-as-a-JSON-via-the-Change-Details-Endpoint-API-Self-Hosted.mdx b/hc/en-us/articles/37873874456985-Getting-Comparison-Results-as-a-JSON-via-the-Change-Details-Endpoint-API-Self-Hosted.mdx new file mode 100644 index 0000000..c264f85 --- /dev/null +++ b/hc/en-us/articles/37873874456985-Getting-Comparison-Results-as-a-JSON-via-the-Change-Details-Endpoint-API-Self-Hosted.mdx @@ -0,0 +1,141 @@ +--- +title: "Getting Comparison Results as a JSON via the Change-Details Endpoint (API Self Hosted)" +description: "Draftable provides a useful API endpoint called the **change-details** endpoint, which allows users to retrieve comparison results as a structured JSON response. This article provides details on how to access this endpoint and outlines an example for retrieving the JSON data via code." +--- + +### Accessing the Change-Details Endpoint + +To access the **change-details** endpoint, use the following URL structure: + +```bash +https:///v1/comparisons//change-details +``` + +- **your-self-hosted-domain**: This should be the base URL for your self-hosted Draftable installation. +- **Comparison\_ID**: This is the unique identifier for the comparison you want to retrieve the details of. + +You will need to authenticate using your **API credentials** to access the endpoint if you wish to view it directly in the browser. Hence, ensure you are logged in with the appropriate credentials before attempting to access this URL. + +### Example URL + +```bash +https://api.draftable.com/v1/comparisons/LxBGpPTO/change-details +``` + + +**Note**: The example URL above is provided for illustration purposes and will not work without valid credentials. + + +When accessed successfully, the endpoint returns a JSON response containing detailed information about the changes in the specified comparison. + +### Change-Details Example JSON Response + +The JSON response from this endpoint includes detailed change data such as: + +- The type of change (insertions, deletions, etc.) +- The location of changes (paragraphs, headers, etc.) +- Change metadata (timestamps, user info, etc.) +- Summary of all the changes found in the comparison (shown at the end of the response) + +Here is a basic structure of what the main body JSON response would look like: + +```json expandable +{ + "comparison_id": "LxBGpPTO", + "changes": [ + { + "id": "1", + "change_type": "insertion", + "content": "New paragraph added here", + "location": { + "page": 2, + "section": "Main Body" + } + }, + { + "id": "2", + "change_type": "deletion", + "content": "Text removed here", + "location": { + "page": 5, + "section": "Footer" + } + } + ] +} +``` + +As mentioned before, at the bottom of the response there is a summary which would appear like below: + +```json expandable +"summary": { + "anyChanges": true, + "anyMatches": true, + "changeSummary": { + "matches": 48, + "deletions": 11, + "insertions": 2, + "replacements": 22, + "matchingWords": 373, + "deletedLeftWords": 61, + "replacedLeftWords": 14, + "insertedRightWords": 8, + "replacedRightWords": 11 + }, + "leftDocumentSummary": { + "pageCount": 2, + "characterCount": 3088, + "wordCount": 499 + }, + "rightDocumentSummary": { + "pageCount": 2, + "characterCount": 2696, + "wordCount": 434 + } + } +} +``` + +### Fetching Change-Details via Code (Python) + +You can also access the **change-details** endpoint programmatically using your preferred coding language. For the below example, we are using Python of how to retrieve the JSON response for a given comparison ID. + +**Note:** Retrieval or usage of the change-details endpoint is **not** apart of any existing client library, it will need to be created yourselves. + +```py expandable +import requests + +# Replace with your actual endpoint URL and API access token +url = 'https://example.com/api/v1/comparisons//change-details' +access_token = 'your_access_token' + +# Set up headers with the authorization token +headers = { + 'Authorization': f'Token {access_token}', +} + +# Make the GET request to the endpoint +response = requests.get(url, headers=headers) + +# Check if the request was successful +if response.status_code == 200: + # Parse and print the JSON response + json_response = response.json() + print(json_response) +else: + print(f"Request failed with status code: {response.status_code}") +``` + +### Important Considerations + +1. **Authentication**: You need to pass the correct API token as part of the request headers. Ensure that your token is up to date and correctly scoped for accessing comparison data. +2. **Error Handling**: The response will include an HTTP status code, so ensure to handle possible errors such as `401 Unauthorized` or `404 Not Found` in your code. +3. **Data Privacy**: The comparison results might contain sensitive information depending on the documents compared. Ensure appropriate measures are in place to secure this data. + +### Conclusion + +The **change-details** endpoint provides a convenient way to programmatically retrieve detailed comparison results in JSON format, which can be integrated into various workflows or applications. Whether accessed directly via the URL or programmatically through code, this endpoint offers flexibility for users needing detailed change data. + +For more information on other API endpoints or configuration options, please refer to the [Draftable API Documentation](https://api.draftable.com/). + +If you encounter any issues accessing the endpoint or need assistance, feel free to reach out to our support team. \ No newline at end of file diff --git a/hc/en-us/articles/37873922031129-Getting-Comparison-Results-as-a-JSON-via-the-Change-Details-Endpoint-API.mdx b/hc/en-us/articles/37873922031129-Getting-Comparison-Results-as-a-JSON-via-the-Change-Details-Endpoint-API.mdx new file mode 100644 index 0000000..0a0d7fe --- /dev/null +++ b/hc/en-us/articles/37873922031129-Getting-Comparison-Results-as-a-JSON-via-the-Change-Details-Endpoint-API.mdx @@ -0,0 +1,143 @@ +--- +title: "Getting Comparison Results as a JSON via the Change-Details Endpoint (API)" +description: "Draftable provides a useful API endpoint called the **change-details** endpoint, which allows users to retrieve comparison results as a structured JSON response. This article provides details on how to access this endpoint and outlines an example for retrieving the JSON data via code." +--- + + +### Accessing the Change-Details Endpoint + +To access the **change-details** endpoint, use the following URL structure: + +```bash +https://api.draftable.com/v1/comparisons//change-details +``` + +- **Comparison\_ID**: This is the unique identifier for the comparison you want to retrieve the details of. + +You will need to authenticate using your **API credentials** to access the endpoint if you wish to view it directly in the browser. Hence, ensure you are logged in with the appropriate credentials before attempting to access this URL. + +### Example URL + +```bash +https://api.draftable.com/v1/comparisons/LxBGpPTO/change-details +``` + + + The example URL above is provided for illustration purposes and will not work without valid credentials. + + +When accessed successfully, the endpoint returns a JSON response containing detailed information about the changes in the specified comparison. + +### Change-Details Example JSON Response + +The JSON response from this endpoint includes detailed change data such as: + +- The type of change (insertions, deletions, etc.) +- The location of changes (paragraphs, headers, etc.) +- Change metadata (timestamps, user info, etc.) +- Summary of all the changes found in the comparison (shown at the end of the response) + +Here is a basic structure of what the main body JSON response would look like: + +```json +{ + "comparison_id": "LxBGpPTO", + "changes": [ + { + "id": "1", + "change_type": "insertion", + "content": "New paragraph added here", + "location": { + "page": 2, + "section": "Main Body" + } + }, + { + "id": "2", + "change_type": "deletion", + "content": "Text removed here", + "location": { + "page": 5, + "section": "Footer" + } + } + ] +} +``` + +As mentioned before, at the bottom of the response there is a summary which would appear like below: + +```json +"summary": { + "anyChanges": true, + "anyMatches": true, + "changeSummary": { + "matches": 48, + "deletions": 11, + "insertions": 2, + "replacements": 22, + "matchingWords": 373, + "deletedLeftWords": 61, + "replacedLeftWords": 14, + "insertedRightWords": 8, + "replacedRightWords": 11 + }, + "leftDocumentSummary": { + "pageCount": 2, + "characterCount": 3088, + "wordCount": 499 + }, + "rightDocumentSummary": { + "pageCount": 2, + "characterCount": 2696, + "wordCount": 434 + } + } +} +``` + +### Fetching Change-Details via Code (Python) + +You can also access the **change-details** endpoint programmatically using your preferred coding language. For the below example, we are using Python of how to retrieve the JSON response for a given comparison ID. + + + Retrieval or usage of the change-details endpoint is **not** apart of any existing client library, it will need to be created yourselves. + + +```python +import requests + +# Replace with your actual endpoint URL and API access token +url = 'https://example.com/api/v1/comparisons//change-details' +access_token = 'your_access_token' + +# Set up headers with the authorization token +headers = { + 'Authorization': f'Token {access_token}', +} + +# Make the GET request to the endpoint +response = requests.get(url, headers=headers) + +# Check if the request was successful +if response.status_code == 200: + # Parse and print the JSON response + json_response = response.json() + print(json_response) +else: + print(f"Request failed with status code: {response.status_code}") +``` + +### Important Considerations + +1. **Authentication**: You need to pass the correct API token as part of the request headers. Ensure that your token is up to date and correctly scoped for accessing comparison data. +2. **Error Handling**: The response will include an HTTP status code, so ensure to handle possible errors such as `401 Unauthorized` or `404 Not Found` in your code. +3. **Data Privacy**: The comparison results might contain sensitive information depending on the documents compared. Ensure appropriate measures are in place to secure this data. + +### Conclusion + +The **change-details** endpoint provides a convenient way to programmatically retrieve detailed comparison results in JSON format, which can be integrated into various workflows or applications. Whether accessed directly via the URL or programmatically through code, this endpoint offers flexibility for users needing detailed change data. + +For more information on other API endpoints or configuration options, please refer to the [Draftable API Documentation](https://api.draftable.com/). + +If you encounter any issues accessing the endpoint or need assistance, feel free to reach out to our support team. \ No newline at end of file diff --git a/hc/en-us/articles/38383773095193-Draftable-Business-Ongoing-Release-Notes.mdx b/hc/en-us/articles/38383773095193-Draftable-Business-Ongoing-Release-Notes.mdx new file mode 100644 index 0000000..367b13e --- /dev/null +++ b/hc/en-us/articles/38383773095193-Draftable-Business-Ongoing-Release-Notes.mdx @@ -0,0 +1,1090 @@ +--- +title: "Draftable Business Ongoing Release Notes" +description: "Please note: this article is for **non-legal Draftable Business customers**. Draftable Legal customers can find a record of all product updates in [Release Log: Draftable Legal](/hc/en-us/articles/20871414263577-Release-Log-Draftable-Legal). Descriptive articles for each month's Draftable legal releases are also available in our [Release Notes](/hc/en-us/sections/20829119477529-Release-Notes) section." +--- + +f you require any specific explanations on the changes or features, please get in touch with us at [support@draftable.com](mailto:support@draftable.com)  + +### Release Notes + + +**Bugfixes:** + +- Fixed an issue where a watermark could appear on PDF outputs. + + + +**Features & Improvements:** + +- Improved placement of changed text around deleted paragraphs. +- Added support for comparing SmartTag content. + +**Ease of Use** + +- Draftable now starts in the user’s **last non-maximized window size**. +- New setting to **open the comparison viewer in a new tab** (rather than the same tab). + +**Bugfixes:** + +**Algorithm Reliability** + +- Fixed several “unable to compare” errors related to: + - Move detection overlaps. + - Malformed SVG content. + - Mismatched block- vs run-level `sdt` markers. + - Preprocessing of textbox content within a Table of Contents. +- Fixed an issue with **sync scrolling** in Side-by-Side comparisons when using threaded runners. + + + + + +**Bugfixes:** + +- Prevented crashes when comparing **text input vs text file**. + + + + +**Features & Improvements:** + +**Administrator Features** + +- Added the option for organizations to include an **organization-level GUID** in telemetry for admin usage reporting. +- Enforced logging of new settings to telemetry (when organization telemetry is enabled). + +**Bugfixes:** + +- Fixed errors caused by images in the **new Outlook**. +- Resolved occasional **filename UI collisions** in redline viewer outputs. +- Updated the **update dialog** to avoid cut-off text. +- Prevented poor layouts stemming from interactions with **table column changes**. +- Ensured results open in the **source tab** rather than the most recent Draftable window. +- Fixed preprocessing failure when an **invalid output type** was selected. + + + + +**Features & Improvements:** + +- Added telemetry events for window size changes. +- You can now reduce the Draftable window to one quarter of the screen. +- Admin profile locks now also cover **Excel** and **PowerPoint** settings. +- New option to display the Draftable UI in additional languages. + +**Bugfixes:** + +- Fixed an issue where selections couldn’t be cleared in Text Decoration settings. +- The original file type is now logged in compare execution telemetry. +- Side-by-side algorithm parameters now reach the text alignment stage correctly. +- Improved parsing of names containing “&” in the Word Add-in. +- Text normalization now tolerates invalid code points. +- Draftable now remembers your preferred default window size after resizing. +- Detaching a tab no longer breaks the original window. + + + + + +**Hotfix:** + +- Resolved an issue in the Draftable **Word Add-in** that caused unexpected template prompts to appear when using Word. + + + + + +**Hotfix:** + +- DD-2604: Redirect Draftable subscription link to the current URL. + + + + + +**Improvements & Features:** + +- Added a setting to enable extra CEF logging for diagnostics +- Restored the ability to resize the app down to the original minimum window size (pre-25.8.0) + +**Bugfixes:** + +- \[Word Add-in\] “Compare with Latest” no longer appears for local documents +- Improved email generation to avoid Outlook-related issues +- Fixed the Excel Add-in archive not extracting properly +- \[Telemetry\] Now logs the source of files added to the app +- Resolved the inability to resize the window while on the Comparison tab +- Prevented unintended modifications to `Normal.dotm` unless explicitly requested + + + + +**Features & Improvements:** + +- **Tabbed UI:** Redesigned the app to use tabs instead of multiple windows +- **Unified window:** Merged the Launcher and Viewer into a single window +- **Viewer UX:** Remember the expanded/collapsed state of the Summary panel when switching view types +- **Diagnostics:** Setting to enable extra logging from CEF +- **Compare quality:** Reduce false positives where mixed numbering is interpreted as text + +**Bugfixes:** + +- Wrap long lines when converting TXT to PDF for comparison +- Handle `LISTNUM` fields with invalid levels +- Workaround for ZIP corruption caused by empty XML parts (DD-2454). +- **Word Add-in:** Avoid hang when the source document is completely empty + + + + +**Improvements & Features:** + +- Resolved pipe-handling issues affecting MSI installs. +- **Viewer:** added **“Re-run Compare”** command, allowing users to relaunch a comparison directly from the results window (intended to be used with filters) +- Cleans cached values in header/footer numbering fields for more accurate numbering +- Compare window now opens in maximised state by default + + + + +**Features & Improvements:** + +- \[Word Add-in\] Context menu actions no longer modify the `Normal.dotm` template. +- Introduced a keyboard shortcut to quickly navigate to the next change in comparison results. + +**Bugfixes:** + +- Fixed issue preventing export logs from generating. +- Resolved unresponsive behaviour in the "Export Error Logs" feature. + + + + + +**Improvements & Features:** + +- \[Outlook Add-in\] Added support for 1-Click Compare directly on email attachments. +- Improved case-sensitive comparison with better handling of `` styles. + +**Bugfixes:** + +- Updated tooltip behaviour for the system tray icon. +- Fixed serialization logic for nested complex field instructions in documents. + + + + + +**Improvements & Features:** + +- Embedded version information into ADML and ADMX templates. +- \[Word Add-in\] Added command to load all open Word files into Draftable. +- Retained user signature when generating emails via the Outlook integration. + +**Bugfixes:** + +- Added configuration to limit the number of runner processes for performance stability. +- Enabled support for OneDrive file handling in Word Add-in even without SharePoint integration. + + + + + +**Improvements & Features:** + +- \[Outlook Add-in\] + - Introduced token exchange for silent login. + - Improved internal communication between the Outlook Add-in and the main app. + +**Bugfixes:** + +- Fixed issues where email logs were not being generated properly. +- Fixed issues with 1-Click and Bulk Compare producing invalid Side-by-Side outputs. +- Fixed an issue in the Group Policy template. + + + + + +**Improvements & Features:** + +- \[Word Add-in\] Added "Compare with Latest" option. +- Administrators can now define custom tags for the change list. + +**Bugfixes:** + +- Prevented follow-up requests from failing after an invalid background request. +- Fixed bug where certain Burmese script characters were converted to newlines. +- Resolved app freezes during update processes. +- Fixed issues with output filenames for files sharing the same name. + + + +**Bugfixes:** + +- Various fixes to group policy + + + + + +**Improvements & Features:** + +- Improved handling of shared drive file loading to prevent resource errors. +- Group temporary files by comparison for easier troubleshooting. +- Removed the "One or more documents are in an older format" warning. +- \[SharePoint\] Updated One Click command to use the new architecture. +- Right-hand menu in viewer is now sticky between sessions (e.g. change list state persists). +- Enhanced clarity in the 1-Click Compare error dialog. +- New setting to ignore differences between curly and straight apostrophes and quotation marks. +- Admin-installed Office Add-ins are now visible in Settings. +- Admins can now create custom tags for the change list. + +**Bugfixes:** + +- Improved handling of `numPicBullet` definitions using `mc:AlternateContent`. +- Fixed false positive paragraph changes caused by bookmark tags in tables. +- PDF icon now properly displays when PDF files are compared. +- Corrected pagination issues in SharePoint API responses. +- Resolved system verification errors related to the "Microsoft Windows: Context menu" feature. + + + +**Improvements & Features:** + +- Ignored footer changes in "Changes Pages Only" mode. +- Added PDF compatibility toggle. +- Introduced a markup schema option to highlight changed text. +- Improved comparison accuracy for Text Boxes. +- 1-Click Compare now respects setting to auto-select the two most recent versions. +- Enhanced robustness of HTTP listener for initial support of Redline in Outlook. + +**Bugfixes:** + +- Fixed export bug where HTML was generated despite DOCX being selected. +- Corrected failures in report generation involving moved text within text boxes. +- Fixed missing file extensions in ZIP exports. +- Now handles `footnoteColumns` attribute in section properties. +- Resolved issues with native Office compare. +- Disabled changes display when "Compare Textboxes" is turned off. +- Fixed indentation flattening in PDF compatibility mode. +- Prevented incorrect inheritance of paragraph properties in deleted content. +- Fixed comparison errors due to table issues in certain documents. +- Fixed comparison failures for documents with comments. + + + + + +**Bugfixes:** + +- Fixed orphaned comments in document outputs. +- Removed invalid XML characters when converting from TXT to DOCX. + + + + + +**Improvements & Features:** + +- Automatically convert XLSEL to XLSX when loading from the Excel Add-in; now also supported in Side-by-Side view. +- Enhanced section column with shorthand notation and parent sections in clause view. +- Multiple comparisons can now be emailed at once. +- Improved filename handling and enforced naming conventions. +- Added "remember my choice" option for next actions in admin-defined profiles. +- Improved comparison of footnote numbering. +- Treated soft hyphens as zero-weight characters in comparisons. + +**Bugfixes:** + +- Updated tooltip wording in General Settings. +- Resolved file loading issues. +- Adjusted fixed-height row layout for revised tables. +- Improved text alignment logic in numbering detection. +- Resolved clause generation crashes. +- Ignored quotation mark-only changes in comparisons. +- Fixed numbering ID alignment for consistency. + + + +**Bugfixes:** + +- Fixed file naming recognition for Redline in Word when launched from the Word Add-in. +- Resolved document comparison failure bugs. + + + + + +**Bugfixes:** + +- Fixed issue where Office Add-ins were not properly installed by the MSI installer. + + + + + +**Improvements & Features:** + +- Added a certificate verification option for Office Add-ins. +- Extended SharePoint site search to return more than 25 results. +- Cleaned up help article links in the action pane and ribbon UI. +- \[Epona\] Added support for drag and drop from the Outlook extension. +- 1-Click Compare now supports setting a default "save to" location. +- Improved filename truncation logic for OneDrive, NetDocuments, and viewer displays. + +**Bugfixes:** + +- Improved performance on single-core machines by optimizing change list generation. +- Fixed app-blocking issue when iManage files are selected from recent files. +- Resolved problem where customized OCR settings were not applied. +- Improved handling of DOCX style changes in Aspose engine. +- Upgraded Aspose.Words to version 24.10. +- Fixed failure to load the Changes Report when Summary Page is included in Redline. +- Resolved mismatch between displayed name and actual filename for Outlook attachments. +- Fixed PDF generation error when footnotes/endnotes comparison was disabled. +- Addressed lingering password prompt during comparison after entering correct credentials. +- Fixed issue where password-protected files wouldn’t open during Bulk Compare. + + + + +**Improvements & Features:** + +- 1-Click compare improvements: Allow users to set specific 'save to' location default for 1-Click Compare + +**Bugfixes:** + +- Addressed an issue where the refresh function was interfering with the comparison process. + + + + + +**Bugfixes:** + +- Fixed a signing issue for the MSI installer introduced in version 24.10.0. + + + + + +**Improvements & Features:** + +- **Startup Notifications Setting:** Added a new setting and Group Policy option to disable Windows startup notifications for a smoother launch experience. +- **Application Exit Option:** Users can now exit the application conveniently from the file menu. +- **Version Information Sync:** Ensures that the Windows system always has the latest Draftable version information. + +**Bugfixes:** + +- Resolved issues with change list loading errors and file handling during comparisons. +- Fixed various errors affecting the generation and display of comparison reports and document metadata. +- Improved the handling of settings when reloading file comparison definitions. + + + + +**Bug Fixes:** + +- Windows Shell extension not installed for Per-User installer. + + + + + +**New Features & Improvements:** + +- Option added to default to the last saved location when saving locally. +- Local files are now reloaded before comparison if the file content changes. +- Users can mark off changes in the change list. +- Bulk actions are now available for status tags in the change list. + +**Bug Fixes:** + +- File Obfuscator failed to obfuscate files. + + + + + +**Bug Fixes:** + +- False negative on the first page header. +- Compare error on handling complex fields. +- Inserted signature not showing up on the change list. +- Password-protected XLSX documents are not detected properly. + +**New Features & Improvements:** + +- Removed suffix (.docx) from appending twice on renamed files when copying to the clipboard. +- File Obfuscator tool now asks for two files. +- Include names of compared files in the changes report. +- Added option to save output to the last save location. + + + + + +**Bug Fixes:** + +- Resolved issue where certain settings were not showing in the general tab. + + + + + +**New Features & Improvements:** + +- Improved table column matching. +- Tracked settings configured by Group Policy in the telemetry. + +**Bug Fixes:** + +- Table comparison error resolved. +- False negatives for deleted comments in comparisons fixed. + + + + + +**Bug Fixes:** + +- Conversion engine setting changes are now logged to telemetry. +- Resolved UI issue where the Change List was not loading properly. + + + + + +**Bug Fixes:** + +- Corrected several false positives and wrong descriptions of changes in the change list. + + + + +**New Features & Improvements:** + +- Added NGEN support to reduce memory consumption on multi-user systems. + +**Bug Fixes:** + +- Start automatically with Windows is not working. +- Updated the File Open to remember the last used location. +- Incorrect numbering changes resolved. + + + + + +**New Features & Improvements:** + +- Renamed comparison options. +- Certain changes are now excluded when all elements are disabled in comparison options. + +**Bug Fixes:** + +- Resolved issues with changes made to Word settings after using Draftable. + + + + + +**New Features & Improvements:** + +- Administrators can now lock certain profile settings when creating new profiles. +- Implemented registry and Group Policy support for 1-Click Compare, including options to control 1-Click export settings. + +**Bug Fixes:** + +- Fixed issue where chromium logs would appear next to the selected document. +- Filename trimming corrected. +- Resolved cutoff issue with tables during comparison. +- Fixed compare error with bullets and numbering disabled. + + + + + +**New Features & Improvements:** + +- Updated insertion colors in Side-by-Side exports from green to blue. +- Improved error message when no valid 1-Click action is defined. + +**Bug Fixes:** + +- Resolved issues with next actions for 1-Click Compare not appearing properly. +- Fixed font issues affecting highlight boxes. + + + + + +**New Features & Improvements:** + +- Added missing Group Policy templates. + + + + + +**New Features & Improvements:** + +- Introduced 1-Click Compare. +- Added next action menu to Side-By-Side comparisons. + +**Bug Fixes:** + +- Filename output now works correctly without a summary page. +- Various issues with dotm template prompts in Word Add-In resolved. + + + +**New Features & Improvements:** + +- Filenames are now correctly trimmed for custom filename output. + + + + + +**Bug Fixes:** + +- The application now properly informs users when a comparison fails. + + + + + +**New Features & Improvements:** + +- Small UI improvements made to the side by side viewer. + + + + + +**New Features & Improvements:** + +- Enhanced interactions with the Word API. +- Telemetry now passes the ComparisonID to the viewer. +- The ribbon menu is now expanded by default. +- Added a colon to automated emails for comparison outputs. +- Speed improvements for DOCX comparisons, with an average performance boost of 6.5%. + +**Bug Fixes:** + +- Side-by-Side users can now turn off moves in the settings. +- Fixed the "key not present in the dictionary" error in TryGetNumbering. +- Resolved issues with the legacy theme not being supported for Side-by-Side comparisons. + + + + + +**Improvements:** + +- Enhanced the installation process for Add-ins. + + + + + +**Improvements:** + +- Fixed an issue where input files were not filled when the app was triggered without running. + + + + + +**Bug Fix:** + +- Fixed an error when comparing documents with hidden text. + + + + + +**Bug Fix:** + +- Resolved an issue where text inputs could not be compared. + + + +**New Features & Improvements:** + +- Fixed the startup option to ensure proper behavior on Windows startup. +- Bookmarks are now encoded as the same character. +- Extended support for UNC file paths. +- Font size threshold setting is now visible to standard users. + + + + +**New Features & Improvements:** + +- Custom output filename structure now available. +- Fixed error parsing DOCX indentation values. + +**Bug Fixes:** + +- Resolved issue where the file area would stay in spin/load mode when closing the multiple file selector without files. + + + + +**Improvements:** + +- Small improvement to a previous bug fix, making it more efficient. + + + + + +**Bug Fixes:** + +- Resolved a conflict between Microsoft Edge WebView2 and Chromium that caused issues. + + + + + +**New Features & Improvements:** + +- Compare output now shows 'hidden' text as a change. +- Users can now drag and drop text directly into the box without clicking the "input text" button. +- Introduced a silent launch option that prevents the New Compare window from showing on startup. +- Added the ability to compare text from Word. +- Users can now collapse the 'next actions' menu on the right side of the viewer. +- The default 'save to' location in the Windows file browser is now the same as the comparison input file location. +- Updated the Squirrel installer to reflect an app size estimate of 2GB. +- Display the installed version of add-ins in the settings. + +**Bug Fixes:** + +- Fixed error when exporting Side-by-Side comparisons for certain documents. +- Allowed scrolling for System Verification results to avoid UI cutoff. +- Resolved issues with exporting Tracked Changes from Side-by-Side comparisons. +- Fixed error handling numbering issues in DOCX comparisons. +- Resolved conversion issues with .doc files to PDF where files could not be found. + + + + + +**New Features & Improvements:** + +- Enabled drag-and-drop text directly into the comparison input box. +- The default 'save to' location in Windows file browser is now the same as the input file location. +- Added support for footnotes and endnotes in the change list. +- Added support for other run content in the Change List. + +**Bug Fixes:** + +- Stopped using Office apps from the main process to avoid errors. +- Fixed issues with exporting Side-by-Side comparisons for certain documents. +- Allowed scrolling for System Verification results to avoid UI cutoff. +- Small refactor of temporary file management. +- Fixed issue where errors during Side-by-Side export for email caused app freezes. + + + + + +**Bug Fixes:** + +- Improved sequential processing of PowerPoint operations. +- Stopped using Office apps from the main process to avoid errors. + + + + +**Bug Fixes:** + +- Export logs option now works after system verification. +- Incorrect timestamps in the summary page resolved. +- Fixed UI issues for long profile names in the settings menu. +- Fixed linking Sentry reports with the license. +- Resolved incorrect filename issues for files dragged and dropped from Outlook email attachments. +- Alert during application auto-start added. +- Addressed long profile name cutting off the comparison type in the launcher. +- Fixed privacy disclaimer window cutting off text. +- Tooltip for Draftable Desktop activation dialog no longer appears on top of other windows. +- Resolved application exit issues with Squirrel AbandonedMutexException. + +**New Features & Improvements:** + +- Added "Side by Side as Tracked Changes" as a new comparison type. +- Disabled the "Compare Version(s)" button in the web extension when list versioning is not supported. +- Aspose is now available via the general settings tab (not set as the default). +- Group Policy support added to disable the desktop shortcut. +- Updated viewer to version 3.6.20. +- Group Policy added to enable/disable Draftable launching upon startup. +- Warn users before the app restarts after an update. + + + + + +**New Features & Improvements:** + +- **GDPR Compliance**: + - Sanitized error reporting data captured in Sentry. + - Sanitized telemetry data. +- Draftable Engine used for PDF to DOCX conversions. + +**Bug Fixes:** + +- AutoCompare fixed when running from CLI. +- Document version changes now detected after clicking "Compare." +- Fixed header bug in comparison. + + + + + +**New Features & Improvements:** + +- New Comparison window automatically launched after product activation. +- Multiple file selection now available in Windows file browser. + +**Bug Fixes:** + +- Fixed PDF file load timing out on network drives. +- Updated image hash not to use MD5. + + + + + +**New Features & Improvements:** + +- Added support for a third-party library for DOCX to PDF rendering, available in the "Preview Features" tab. +- New Comparison window automatically launches after product activation. +- Support for loading password-protected Office documents added. +- Added a Preview Features tab in settings, accessible via SHIFT + F12. + + + + +**New Features:** + +- Option to keep input files after a comparison is complete. +- Group Policy introduced to guide users to contact internal IT for support instead of Draftable Support. +- Improvements in handling Structured Document Tags. + +**Bug Fixes:** + +- Fixed header/footer false negatives in comparisons. +- Resolved issue where Word conversion would break due to error overriding Word settings. + + + + + +**New Features:** + +- Users can now select input files from a list of recent documents. +- Default insertion color changed from "Blue" to "Dark Blue." + +**Bug Fixes:** + +- Fixed issue with the Word Add-In not working for file paths containing "&". +- Resolved issues where the author name in the new comparison window would change when switching comparison types. +- Improved error handling when closing Word documents. +- Fixed issue where the Compare Result window would get stuck on a spinner when loading output PDFs. +- The Word Add-In now displays a warning when attempting to compare an unsaved file. +- Fixed app freeze caused by an exception during export. +- Resolved an error when running Side-by-Side comparisons for DOCX files, ensuring PDF copies of the original document are created at the correct stage. +- Addressed false error timeouts when loading files. +- Output filenames are no longer truncated, with the limit extended from 30 to 70 characters. +- Profile picker no longer displays for non-legal users. + + + + + +**New Features & Improvements:** + +- Improved validation of the Comparison Type on the Compare Selector window. +- Fixed leaking Word instances. +- Fixed patch version for MSI installers. +- Resolved issue with Draftable opening Word files when running comparisons. + + + + + +**New Features & Improvements:** + +- Fixed leaking Word instances. + + + + + +**Improvements:** + +- Users can now set content and style changes for Side-by-Side comparisons. + + + + + +**Bug Fixes:** + +- Group Policy fix applied. + + + + + +**Bug Fixes:** + +- Fixed issue where disabling the PDF warning in Office was not working in certain scenarios. + + + + +**New Features:** + +- Progress bar introduced to indicate loading status during comparisons. +- Open link features now supported from the Viewer. +- Error dialogs now include an option to export and send logs. +- User Desktop settings are now included when exporting logs. +- The Viewer now logs custom errors, which are sent to Sentry for troubleshooting. + + + + + +**Bug Fixes:** + +- Resolved issue where the app would encounter an error when Office was not installed. + + + + + +**Bug Fixes & Improvements:** + +- Cleaned up Word integration for better diagnostics and future issue resolution. +- Extended the app log to include Sentry and telemetry configuration details. +- Updated error logs to record the current time zone from Windows during startup. +- Fixed `NullReferenceException` in the Draftable.CompareTool.Updater.WindowsUtils. +- Moved PDF generation steps to the progress window for better task execution. + +**New Features:** + +- Introduced double underline and strikethrough options for markup styling. + + + + + +**New Features & Improvements:** + +- Relaxed memory limit on Draftable for enhanced performance. + + + + + +**Bug Fixes:** + +- Improved handling of `TargetInvocationException` from the Word API. +- Resolved issue where using a simple/default Normal.dotm template triggered Word Macros warnings, by removing all templates before comparison. + + + + + +**New Features & Improvements:** + +- Optimized handling of the `DisableConvertPdfWarning` setting to prevent unnecessary changes when already correctly configured. +- Created the Word Options key automatically if missing. +- Help articles are now linked to issues found by the diagnostic tool. + +**Bug Fixes:** + +- Fixed an issue where the settings window would become unresponsive when opened for the first time. +- Improved performance of the CompareSelector window by reducing lag after closing a comparison. +- Various algorithm improvements and cleanups. + + + + + +**New Features & Improvements:** + +- Updated viewer to latest viewer version. + +**Bug Fixes:** + +- Fixed an issue with the onboarding statistics step not being readable. +- Addressed issues with Word's `Normal.dotm` popup warning during comparisons. + + + + + +**New Features & Improvements:** + +- Introduced a new diagnostic tool to help resolve common support issues. +- MSI installers now support versioning. +- Added links to relevant knowledge base articles for better in-app guidance. +- Viewer ribbon is now maximized by default for better usability. + +**Bug Fixes:** + +- Fixed various smaller bugs and issues with the comparison dialog. + + + +**Bug Fixes:** + +- Resolved issue preventing the creation of `Draftable.dotm`. + + + + + +**New Features & Improvements:** + +- Enhanced comparison progress dialog to show steps more clearly. +- Updated the viewer to new version. + +**Bug Fixes:** + +- Fixed an issue causing unknown errors when running Side-by-Side comparisons with one PDF and one Word document. +- Resolved `AccessViolationException` when trying to override Word settings. + + + + + +**New Features & Improvements:** + +- Added the display of steps in the comparison progress dialog to enhance the visibility of the process. +- Improved the handling of document loading, addressing one of the most common bugs reported by support. +- Implemented a potential fix for running comparisons when the system language differs from the application language. + +**Bug Fixes:** + +- Telemetry improvements made based on recent reviews. + + + + + +**Bug Fixes:** + +- Resolved text input bugs for smoother operation. + + + + + +**New Features & Improvements:** + +- Managed Word options to avoid default Microsoft pop-ups during comparisons. + + + + + +**New Features & Improvements:** + +- Small backend bug fixes applied. + + + + + +**New Features:** + +- Extended the Draftable Group Policy template to allow setting auto-updates on/off for per-user and per-user MSI. + +**Bug Fixes:** + +- Resolved issues with algorithm and comments handling. + + + + +**Bug Fixes:** + +- Resolved issue where Headers and Footers were not visible in Side-by-Side comparisons for users with a standard license. + + + + + +**Bug Fixes:** + +- Fixed the Move From and Move To decoration for improved comparison readability. + + + + + +**New Features & Improvements:** + +- Introduced a new compare progress dialog with a spinner for better visibility of ongoing comparisons. +- Gracefully handle and dispose of in-progress comparison cancellations. +- Extended markup customization options, with a feature flag to ignore moves. +- Default markup settings now align with Microsoft Word's style. +- Users can now save their preference for opening or saving tracked changes output. +- Implemented new techniques for faster performance. +- Avoided using the Microsoft Word for preprocessing to improve efficiency. + +**Bug Fixes:** + +- Fixed the issue where files were removed after a comparison was cancelled. +- Several algorithm bug fixes for smoother performance. + + + + + +**Bug Fixes:** + +- Resolved issue where it was not possible to save a document to from the streamline view panel. + + + + + +**Bug Fixes:** + +- Fixed issue preventing users from selecting files. + + + + + +**Bug Fixes:** + +- Fixed issue where the Compare Selector was visible before users accepted the Terms & Conditions during a fresh installation. + + + + + +**New Features & Improvements:** + +- Fixed an issue where some fonts (primarily Asia-based fonts) were not loaded correctly. +- Resolved an issue where long file names would expand the control instead of wrapping. +- Kept the launcher open after a comparison is created for better workflow continuity. +- Introduced spinners in buttons for actions that take time to complete. +- License key is now visible in the settings window. +- Added an option for users to switch between word-level or character-level comparison. +- Telemetry improvements: grouped actions related to specific comparisons and created comparison IDs after file drop, keeping them consistent until the comparison is triggered. +- Prepopulated the email body when emailing comparison outputs. +- Shipped language-specific fonts with the desktop application for better compatibility. + +**Components:** + +- Upgraded to new Viewer for better handling of long lists of changes and improved font handling for different languages. + \ No newline at end of file diff --git a/hc/en-us/articles/38894714889881-Release-Notes-Draftable-Legal-October-2024-24-10-0.mdx b/hc/en-us/articles/38894714889881-Release-Notes-Draftable-Legal-October-2024-24-10-0.mdx new file mode 100644 index 0000000..41bad6f --- /dev/null +++ b/hc/en-us/articles/38894714889881-Release-Notes-Draftable-Legal-October-2024-24-10-0.mdx @@ -0,0 +1,85 @@ +--- +title: "Release Notes: Draftable Legal October 2024 (24.10.0)" +description: "We are pleased to share the latest enhancements in Draftable Legal v24.10.0 (released October 11, 2024). This update introduces a Preview of our new comparison algorithm for PowerPoint, and a number of improvements for end user workflows, administrators and Epona users." +--- + + +Key benefits in October updates include: + +- **Redline PowerPoint presentations** with our new ‘PowerPoint Redline Comparison’ feature, enabling more efficient review of .pptx files with changes clearly marked for quick analysis. +- **Access critical comparison insights faster** by viewing summary page data directly within the Draftable Comparison Viewer, reducing the need to export comparisons to see this summary. +- **Make more accurate document selections in Epona** with extended file version details in the Epona integration, allowing users to select the correct file version quickly and confidently +- **Improve end user system performance** by easily exiting the Draftable Desktop application after comparisons via the file menu, rather than by using the windows system tray +- **Provide users with fast comparison launching distractions** with the option for administrators to disable Windows bubble notifications on startup, configurable via Group Policy. + +Let's explore these updates in more detail. + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the 24.10.0 release to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## New Features & Improvements + +### Core Functionality + +#### PowerPoint Redline Comparison (Preview) + +Users accustomed to redline markups can now easily review PowerPoint presentation files using the new **Redline in PowerPoint** Comparison Type. The Redline in PowerPoint uses a newly developed Draftable PowerPoint comparison algorithm and supports identification of changes in: + +- Text (insertions and deletions) +- Tables (insertions, cell / row / column deletions, text changes within tables) +- Images (including icons, graphics and shapes) +- Speaker notes (insertions and deletions, shown without coloring) +- Slide numbers +- Whole slides (insertions, deletions) +- Grouped shapes / smart art (insertions and deletions as well as text changes) + +![Output PPT redline.png](/images/draftable-legal/image-114.png) + +The Redline in Draftable will use your Profile settings for markup schema (colours, text styling) and offers the ability to choose whether to compare or ignore slide elements such as text, tables, images, speaker notes, slide numbers and grouped shapes and smart art. + +![Settings PPT redline.png](/images/draftable-legal/image-115.png) + +This feature is available in v24.10.0 as a Preview, and users interested in accessing it can contact their account representative or email product@draftable.com. + +#### Summary page data and exit application option in the Comparison Viewer + +To further streamline workflows, we have integrated summary page data directly into the Draftable Comparison Viewer. This makes it easier to access key comparison information without needing to switch views, helping users focus on critical changes. Additionally, we’ve introduced an 'Exit application' option in the file menu, offering a more convenient way to close the application. + +![Viewer improvements - summary data and file exit.png](/images/draftable-legal/image-116.png) + +#### Improved file selection UI for Draftable's Epona integration  + +For users using the Epona 365 document management system, we’ve made improvements for file selection workflows in the October release. Draftable now **extends the version selector** in its Epona integration to provide more information, such as author, date and check in comments, to help users select the correct file for comparison. The file selection dialog has also been updated to make it easier to identify major and minor versions during selection. + +![Epona file selection with new data.png](/images/draftable-legal/image-117.png) + +#### Easier administration of Draftable for faster comparison workflows + +**Run Draftable in silent mode without popups** + +Administrators will now be able to give their end users faster compare launching by having Draftable run without users being notified by Windows (pictured). From v24.10.0, a new setting exists to disable the Windows bubble notifications on startup. This can be configured via Group Policy, reducing distractions for users during launch. + +![Windows Bubble Popup.png](/images/draftable-legal/image-118.png) + + +![Disable bubble notifications setting.png](/images/draftable-legal/image-119.png) + +**Enable Bulk Compare for users via Group Policy** + +The October release also added a Group Policy option to enable Bulk Compare for end users. This enables the General setting (shown below) that displays the 'Bulk Compare Mode' toggle in the New Comparison Window. Organizations using Group Policy can now easily ensure their teams can find this mode and run multiple document comparisons simultaneously, saving valuable time. + +![Bulk Compare setting.png](/images/draftable-legal/image-120.png) + +## Bug Fixes + +Finally, the October update also covered a number of identified bug fixes, including: + +- Update for Windows tracking of installed versions of Draftable, ensuring the system always reflects the most up-to-date information. +- Resolved an issue where attaching comparison files larger than Outlook's size limit caused crashes. +- Fixed a Change List load error, addressed an issue with comparing math elements, and corrected errors that occurred when switching compare methods. +- A problem with redline author detection has been fixed, along with a UX bug that caused renamed files to be deselected during email generation. +- Resolved issues where the author field was being overwritten during text comparisons and ensured the 1-Click Compare settings load properly. +- Fixed two errors found when generating Changes Reports in .docx format. \ No newline at end of file diff --git a/hc/en-us/articles/39385647272473-Fixing-issues-with-Draftable-Add-in-certificates.mdx b/hc/en-us/articles/39385647272473-Fixing-issues-with-Draftable-Add-in-certificates.mdx new file mode 100644 index 0000000..b461b4d --- /dev/null +++ b/hc/en-us/articles/39385647272473-Fixing-issues-with-Draftable-Add-in-certificates.mdx @@ -0,0 +1,64 @@ +--- +title: "Fixing issues with Draftable Add-in certificates" +--- + +## Understanding the Add-in Certificate Verification Process + +Our application provides add-ins for Word, Outlook, and Excel to enhance productivity and streamline workflow. At times, you may encounter warnings related to these add-ins if their certificates are not recognized as trusted on your device. To mitigate this, we offer a "Verify Add-in Certificate State" tool that ensures these certificates are properly verified and trusted. + +### What does the "Verify Add-in Certificate State" button do? + + + Verify Add-in Certificate State button + + +Clicking the "Verify Add-in Certificate State" button prompts our application to check the certificate status of each add-in against your system's Trusted Publishers store. Certificates act like digital IDs, confirming that software is safe and originates from a trustworthy publisher. Here’s an overview of the process: + + +Each add-in's certificate is reviewed to verify its presence in your Trusted Publishers store. This store serves as an approved list, allowing Office to recognize trusted add-ins without security warnings. + + +If any certificate is missing, a prompt will appear, asking if you’d like to add it. Adding the certificate ensures the add-in is recognized as a trusted source, enhancing security and performance. + + +If the verification process encounters an error (e.g., a certificate can’t be verified or added), you will be prompted to send logs for analysis. The application will gather relevant logs, draft an email with the logs attached, which you can review before sending to our support team. + + +### Why Certificates Matter for Add-ins + +Microsoft Office requires all add-ins to be signed by trusted publishers to protect your data and environment from malicious code. By ensuring that each add-in's certificate is verified and stored in the Trusted Publishers list, our application provides: + +- **Security**: Only verified add-ins run within your Office applications. +- **Reliability**: Add-ins from trusted publishers perform better and avoid potential security blocks by Office. + +### Common Reasons for Missing Certificates + +Certificates may be missing from your Trusted Publishers store due to: + +- **System Changes**: Updates or changes to your system can sometimes reset the Trusted Publishers list. +- **New Installations**: For fresh installs, certificates might not yet be added to your system’s trusted stores. +- **Office Security Policies**: Strict security settings may prevent automatic certificate recognition. + +### How to Use the Verify Add-in Certificate State Button + + + Navigate to the tool in the **Troubleshooting section** and select "Verify Add-in Certificate State." + + Troubleshooting section + + + +If any certificates are missing, a prompt will appear, asking for permission to add them. + + Certificate prompt + + + +If any step fails, you’ll be prompted to send logs. Approving this action drafts an email with the logs attached, which you can send to our support team for assistance. + + +### Your Privacy and Security Are a Priority + +We prioritize your security. The verification process and log collection are strictly for troubleshooting. Logs are only gathered and sent with your approval and contain only the necessary information for identifying issues with add-in certificate verification. + +Using the "Verify Add-in Certificate State" button helps ensure a smooth, secure experience with our Office add-ins. For further assistance, feel free to reach out to our support team. \ No newline at end of file diff --git a/hc/en-us/articles/39934335355033-How-to-properly-restart-Draftable-Legal.mdx b/hc/en-us/articles/39934335355033-How-to-properly-restart-Draftable-Legal.mdx new file mode 100644 index 0000000..66e3fc4 --- /dev/null +++ b/hc/en-us/articles/39934335355033-How-to-properly-restart-Draftable-Legal.mdx @@ -0,0 +1,32 @@ +--- +title: "How to properly restart Draftable Legal" +description: "Restarting Draftable Legal can be a helpful troubleshooting step or a way to refresh the application. It can also resolve instances where Draftable say's its up to date, but the version doesn't match the latest version in the settigns." +--- + +Follow these simple steps to ensure a proper restart: + +### Steps to Restart Draftable Legal + + + + - Locate the Draftable Legal icon in the system tray at the bottom right corner of your Windows taskbar. + + ![](/images/using-draftable-properly-restart/image-1.png) + + - Right-click the Draftable icon, and from the options that appear, select **Exit**. + + ![](/images/using-draftable-properly-restart/image-2.png) + + + + - Once the application has closed completely, you can reopen it as you normally would. + - This may involve clicking on the Draftable Legal desktop shortcut or finding it through the Windows Start menu. + + ![](/images/using-draftable-properly-restart/image-3.png) + + + + +By following these steps, Draftable Legal will fully shut down and then restart with a clean session. This process can resolve minor performance issues, apply updates and ensure any recent changes to settings are applied effectively. + + diff --git a/hc/en-us/articles/40545252851993-Release-Notes-Draftable-Legal-November-2024-v24-11-0-24-11-100.mdx b/hc/en-us/articles/40545252851993-Release-Notes-Draftable-Legal-November-2024-v24-11-0-24-11-100.mdx new file mode 100644 index 0000000..e5f2d2a --- /dev/null +++ b/hc/en-us/articles/40545252851993-Release-Notes-Draftable-Legal-November-2024-v24-11-0-24-11-100.mdx @@ -0,0 +1,171 @@ +--- +title: "Release Notes: Draftable Legal November 2024 (v24.11.0 & 24.11.100)" +description: "We are pleased to share the latest updates to Draftable Legal v24.11.0 & 24.11.100, released in November 2024. This update focuses on enhancing document comparison accuracy, user workflows, and administrative features while addressing key issues to improve reliability and user experience. Let’s explore the improvements." +--- + +Key benefits in November updates include: + +- **All users can now Redline PowerPoint presentations** with our new ‘Redline in PowerPoint' Comparison Type, as we have moved this feature out of 'Preview mode'. +- **Achieve more accurate document comparisons** with enhanced algorithms for Word numbering formats and Excel sheet matching, including visibility of hidden sheets. +- **Increase productivity** by continuing to work in Draftable while comparisons are running in the background, reducing workflow interruptions. +- **Ensure consistent and predictable results** with the ability to convert dynamic fields like cross-references into plain text before comparison, using the new redline profile setting. +- **Enhance administrative control** with a new GPO setting for cleaning up input files post-comparison and the ability to edit email subjects for exported comparisons. +- **Address key issues with fixes for missing revision lines**, PowerPoint grayscale errors, and garbled text in signed redlines, improving reliability across file types. + +Let's explore these updates in more detail. + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the 24.11.0 and 24.11.100 releases to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## New Features & Improvements + +### Core Functionality + +#### PowerPoint Redline Comparison + +We are thrilled to announce that from v24.11.100 all users have access to our new 'Redline in PowerPoint' Comparison Type. Users can easily find changes in presentations by using this Comparison Type to generate PowerPoint files that have all changed marked up in a redline format. This capability, previously released as a 'Preview' feature to selected clients, will be the default Comparison Type option when users load PowerPoint files into Draftable. + +As a reminder, the Redline in PowerPoint uses a newly developed Draftable PowerPoint comparison algorithm and supports identification of changes in: + +- Text (insertions and deletions) +- Tables (insertions, cell / row / column deletions, text changes within tables) +- Images (including icons, graphics and shapes) +- Speaker notes (insertions and deletions, shown without coloring) +- Slide numbers +- Whole slides (insertions, deletions) +- Grouped shapes / smart art (insertions and deletions as well as text changes) + +You can watch a short demonstration of the Redline in PowerPoint feature by our Product Lead in the video below: + + + + + +#### Reduced File Size for PDF Exports + +Users will be able to save storage space on their machine and share comparison outputs as PDFs faster thanks to a new enhancement that has reduced the file size of PDFs generated by Draftable. + +### Quality Improvements + +#### Improved display of changes to numbered lists  + +From v24.11.100, users will enjoy a cleaner comparison output when comparing Word files with numbered lists. Draftable has made improvements to its algorithm to reduce the number of changes that weren't actually made (AKA 'false positives'). + +As an example, when breaking a numbered list into two paragraphs as shown below: + + + ![numbering list -changes.png](/images/draftable-legal/image-105.png) + + +The latest update improves the comparison Draftable produces as shown in the images below: + +| Comparison produced by Draftable BEFORE the November update | Comparison produced by Draftable AFTER the November update | +| :--------------------------------------------------------------------------------------------------------------- | :-------------------------------------------------------------------------------------------------------------- | +| ![Before numbering changes.png](/images/draftable-legal/image-106.png) | ![After numbering changes.png](/images/draftable-legal/image-107.png) | + +#### Improved display of matching paragraphs + +The November release (v24.11.100) also includes improved display of changes within paragraphs. Specifically, the update reduces the production of redlines with too many deletions and insertions in a single paragraph. + +_Example of paragraph comparison with previous Draftable algorithm_ + + + ![Paragraph -old.png](/images/draftable-legal/image-108.png) + + +Instead, Draftable will now detect where paragraphs have a large number of insertions and deletions and instead wholly replace the paragraph, while showing any matched text as 'moved text' instead. Users will notice more consistent and accurate outputs, especially in complex documents. + +_Example of paragraph comparison with new Draftable algorithm_ + + + ![Paragraph -new.png](/images/draftable-legal/image-109.png) + + +#### Improved sheet matching and maintaining hidden sheets for Excel Redlines  + +The November release improved our Excel Redline algorithm to better match spreadsheets based on header rows, ensuring users get the comparisons they expect. The update also added better handling of hidden sheets, by ensuring the (in)visibility of hidden sheets is now preserved when producing outputs so users receive the redline as expected. + +### Markup Configuration + +#### Convert Dynamic Fields to Plain Text + +Draftable Legal users can now enjoy cleaner and more reliable comparisons of documents with dynamic fields thanks to a new redline Profile setting "Flatten Dynamic Content" that converts these to plain text. The setting is designed to remove unnecessary noise in comparisons, by avoiding the default Draftable behavior that compares the underlying dynamic field data (e.g. the hyperlink behind the text, rather than the text itself). Another benefit of this setting is that it can be used to avoid errors caused by dynamic field discrepancies, providing for a more reliable comparison experience. + + + ![Flatten Dynamic Content.png](/images/draftable-legal/image-110.png) + + +#### New brighter Green color options in Markup Schema + +At the request of users, from v24.11.0 users and administrators will be able to select one of two brighter green color options for markup schemas. These two options "Classic Green" and "Leaf Green", are designed to complement the "Classic Blue" and "Classic Red" options added earlier this year. + +Users can access these colors in the Redline tab of the Settings under the 'Markup Schema' section. + + + ![New green colours.png](/images/draftable-legal/image-111.png) + + + + After additional customer feedback, Draftable will be adding a new 'Vintage + Green' option which will replicate a specific green color used in legacy + comparison software. This will be released in our December update. + + +### Ease of Use + +#### Work While Comparisons are Running + +From v24.11.100, users will be able to continue working on their comparisons (e.g. reviewing comparisons in Draftable) while simultaneously running a comparison in the background. Previously, Draftable would lock all windows while a comparison was running. After feedback from our customers, we have updated this behavior to allow users to remain productive while document comparisons are in progress. This enhancement minimizes downtime and supports multitasking in Draftable. + +### Administrator Features + +#### Group Policy for Input File Cleanup + +From v24.11.100, administrators can use Group Policy to configure whether Draftable clears files or leaves them in the New Comparison Window after a comparison is run. This setting is shown to end users in the 'General' tab of the Settings window, and is often disabled to make it easier for users to rerun their comparisons without reloading files. Administrators may wish to configure this setting to be enabled to ensure users are always loading the latest versions of their files into Draftable when running comparisons. + + + From v24.9.0, Draftable will automatically reload DMS-stored files left in the + New Comparison Window before rerunning comparisons to ensure the most up to + date version is being used. + + + + ![Cleanup files after comparison.png](/images/draftable-legal/image-112.png) + + +#### Editable Subject for Draftable-generated emails when sharing comparisons + +The November releases also included a new Group Policy Option for administrators to customize the email subject used when users choose to 'email' comparison outputs from Draftable. This is designed to enable organizational standards to be implemented when users are emailing comparisons from Draftable. + +![Edit email subject GPO.png](/images/draftable-legal/image-113.png) + +#### Expanded Telemetry for Usage Insights + +The 24.11.100 update also included a cleanup of Draftable's fully anonymized Telemetry data system. This work deduplicated some data fields and allowed logging of new in-app events. The new fields captured cover the following themes: + +- How users trigger comparisons (e.g. from Document Management Systems, from the New Comparison Window, from the System Tray) +- Use of the Document Swap option in the New Comparison Window +- Usage of the 'Help' and 'Settings' options in the New Comparison Window +- Comparison Viewer usage (opening the viewer) +- Generation of key artefacts by Draftable (Redline PDF output, Redline in Word output, Redline Change List, etc) + +You can [read more about our Product Telemetry system here](/hc/en-us/articles/34620487450265-Product-Telemetry). + +## Bug Fixes + +The November releases also resolved a number of bugs reported by customers, including: + +- **Restored Revision Lines:** Addressed issues causing missing revision lines in the Comparison Viewer and PDF exports, ensuring all non-style changes are indicated via this feature. +- **Numbering and Formatting Fixes:** Improved handling of formatting issues in Word documents, particularly around numbering. +- **Error Resolution in PDF Conversions:** Fixed a comparison error when using the Draftable Engine for PDF conversions, ensuring smooth workflows. +- **Garbled Text in Signed Redlines:** Resolved text corruption issues in documents signed with Kappris, improving the integrity of redline outputs. +- **PowerPoint Grayscale Fixes:** Fixed errors in PowerPoint redlines when the Grayscale option was enabled. diff --git a/hc/en-us/articles/40971532147225-Updating-Draftable-API-Self-Hosted.mdx b/hc/en-us/articles/40971532147225-Updating-Draftable-API-Self-Hosted.mdx new file mode 100644 index 0000000..7a9fab8 --- /dev/null +++ b/hc/en-us/articles/40971532147225-Updating-Draftable-API-Self-Hosted.mdx @@ -0,0 +1,87 @@ +--- +title: "Updating Draftable API Self Hosted" +description: "Updating your Draftable API Self-Hosted instance means updating to use the latest image version which ensures access to the newest features, performance improvements, and security updates. This guide walks you through the steps to update your instance." +--- + +**Prerequisites** + +1. Ensure you have administrative access to the server running the Draftable API Self-Hosted instance. +2. Verify that Docker and Docker Compose are installed on the server. + +## Steps to Update the Draftable API Self-Hosted Instance + + + +Pull the Latest Docker Image + +Use the `docker pull` command to download the latest image from the Draftable repository: + +`docker pull draftable/apish:latest ` + +This command ensures that the most recent version of the image is downloaded to your server. + + +Update the `docker-compose.yml` File + +The `docker-compose.yml` file defines how your container is configured and deployed. Locate this file in the directory where your Draftable API instance is hosted. + +- Open the file in a your preferred text editor. +- Update the `image` field under the `services` section to ensure it references the latest image: + +```json +version: '3.5' +services: + apish: + environment: + DRAFTABLE_APISH_NGINX: |- + image: draftable/apish:latest #The term 'Latest' always ensures you are using the latest version + ports: + - 80:80/tcp + - 0.0.0.0:8440:443/tcp + volumes: + - draftable-apish:/srv/draftable + - /sys/fs/cgroup:/sys/fs/cgroup +volumes: + draftable-apish: +``` +- Save and exit the editor + + +Restart the Container + +To apply the updates, restart your container with the updated configuration: + +Start by shutting down the container: + +`docker-compose down` + +Then restart the container with: +`docker-compose up` + +To apply the updates, restart your container with the updated configuration: + +Start by shutting down the container: + +`docker-compose down` + +Then restart the container with: +`docker-compose up` + +You should see the container begin to restart, now using the latest image specified.  + + +Verify the Update + +- Check that the container is running: + +`docker ps ` + +- Navigate to your instance's web interface or API endpoint to confirm it is operational. +- You can also confirm the version of Self Hosted, by navigating to the Admin page and checking the bottom left corner.  + +![](/images/draftable-api-self-hosted/image-1.png) + + +If you have any issues following the above information or questions in general, please get in contact with us at [support@draftable.com](mailto:support@draftable.com). + + \ No newline at end of file diff --git a/hc/en-us/articles/41369665084313-Release-Notes-Draftable-Legal-December-2024-v24-12-0.mdx b/hc/en-us/articles/41369665084313-Release-Notes-Draftable-Legal-December-2024-v24-12-0.mdx new file mode 100644 index 0000000..4245452 --- /dev/null +++ b/hc/en-us/articles/41369665084313-Release-Notes-Draftable-Legal-December-2024-v24-12-0.mdx @@ -0,0 +1,92 @@ +--- +title: "Release Notes: Draftable Legal December 2024 (v24.12.0)" +description: "We are pleased to introduce  our final update for 2024, Draftable Legal v24.12.0. This update brings exciting new functionality for multiple comparison workflows, and adds a new comparison export option specifically designed to automate manual work that our customers reported their teams are doing with comparison outputs. We also add features that help to streamline workflows and improve accuracy to ensure users can compare legal documents faster and with greater clarity." +--- + + +Key benefits in November updates include: + +- **Save time running different comparison pairs** with our redesigned Bulk Compare experience that supports easier file loading and compares multiple discrete pairs of documents. +- **Automatically generate Departures Tables (i.e. Issues Lists) via a new export** that provides a table of named clauses with redlined text in context (Preview Only). +- **See moved text more clearly** with the new "Vintage Green" color inspired by legacy comparison software. +- **Identify NetDocuments files more easily** with Document ID and version number now displaying in the Draftable New Comparison Window. +- **Select the correct version of heavily edited iManage files** by seeing up to 100 iManage file versions in Draftable's version selection menu. + +Let's explore these updates in more detail. + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the 24.12.0 release to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## New Features & Improvements + +### Core Functionality + +#### Bulk Compare redesigned: easier file loading and compare multiple unique pairs  + +From v24.12.0, Draftable Legal users can save time comparing multiple unique pairs of documents by using Bulk Compare. Previously, Bulk Compare mode only supported multiple comparisons of a single precedent or a single markup. Our December update redesigns Bulk Compare mode to allow discrete pairs of unrelated documents to be compared at once. For example, users can now upload two versions of a contract, and two versions of a term sheet to run both comparisons simultaneously. This improvement removes the pain of running individual comparisons one at a time. It is particularly aimed to assist Document Processing Teams who are often given large numbers of discrete documents to compare for practice area teams.  + +![Bulk Comapre - Unique pairs.png](/images/draftable-legal/image-97.png) + +To complement this update, we have made file loading into Bulk Compare easier, by removing the need to select the type of bulk compare (i.e. the 'use one older file' or 'use one newer file' options). Instead, users can simply arrange the files how want them compared and Draftable will automatically understand how to run the Bulk Comparison. + +| **Draftable's previous 'Bulk Compare' mode required the selection of either '** **Use same Original Document' or 'Use same Newer Document' and did not support unique pairs** | **Draftable's new Bulk Compare mode allows flexible file loading, multiple unique comparisons, and automatically duplicates older or newer documents as needed** | +| :--- | --- | +| ![Old bulk compare mode UI.png](/images/draftable-legal/image-98.png) | ![New bulk compare mode UI.png](/images/draftable-legal/image-99.png) | + +#### Preview feature: Automatically generate a Departures Table output for contract negotiations + +Our December release includes a Preview of our exciting new "Departures Table" export. This allows users to automatically generate a Departures Table (also known as an Issues List) using Draftable. The output displays the document clause details (e.g. clause 4a) and shows the changes as redlined text in the context of the whole clause or subclause (see screenshot below). + +This Departures Table output helps legal teams to define positions on markups and assists in real-time contract negotiations with external parties by eliminating the need for manual comparison review to compile changes into a concise list of changes.  + +Importantly, we have designed the Departures Table to allow firms to use Microsoft Word templating methods to specify their own unique template for the Departures Table document. This ensures these important documents are standardized across organizations and are appropriately branded when sharing with clients.  + +We will be testing this Preview feature with our customers in the coming months to ensure it performs well on as many contract document formats as possible before it is released to all users. If you or your organization would like to take part in early testing of this feature, please contact your Account Executive or email [product@draftable.com](mailto:product@draftable.com) for instructions on how to gain access to Preview features.      + +**An example of the new 'Departures Table' export from Draftable (available as a docx file) showing the relevant clause numbering (see 'Section' column) for each change detected and providing the whole clause text around the redlined changes (see 'Proposed Change' column)** + +![Departures Table example output.png](/images/draftable-legal/image-100.png) + +### Quality Improvements + +#### Achieve greater precision in Excel Redline comparisons + +Enhanced algorithms in our December release have improved the detection and matching of rows and columns in Excel files, ensuring changes are identified with greater accuracy. This refinement reduces errors and misalignments, providing a more reliable foundation for decisions based on Excel Redline comparisons. Legal professionals working with spreadsheets for financials or data-heavy documents will particularly benefit from this improvement. + +### Markup Configuration + +#### Improve clarity with the new "Vintage Green" color for moved text + +After feedback on the addition of the "Classic Green" and "Leaf Green" color options, our December release adds a new "Vintage Green" has been introduced to our Markup Schema options. Vintage Green is intended to mark moved text with enhanced visibility for users familiar with legacy comparison tools. This addition to our markup configuration helps ensure a seamless transition for lawyers migrating from other comparison tools to Draftable.  + +![Vintage green.png](/images/draftable-legal/image-101.png) + +### New integration functionality + +#### NetDocuments: Identify Document ID and Version Number in the Draftable UI + +In response to feedback from customers using NetDocuments, our December release includes the addition of Document IDs and version numbers to the Draftable New Comparison Window (pictured below). Users can now more readily identify the correct files they want to compare with this important file metadata.  + +| **Example of previous Draftable user interface when files from NetDocuments were loaded missing the Document ID and version number** | **The new Draftable user interface when files from NetDocuments are loaded showing Document ID and version number** | +| :--- | --- | +| ![Old NetDocs loading UI.png](/images/draftable-legal/image-102.png) | ![New NetDocs loading UI.png](/images/draftable-legal/image-103.png) | + +#### iManage: Access more file versions in Draftable's version selection menu + +For lawyers drafting documents with a very large number of iterations, the December release includes an increase to the maximum number of iManage file versions displayed in Draftable. From Draftable Legal v24.12.0, users will be able to see up to 100 file versions in the Draftable "Select Version" menu. This improvement ensures that users can reliably access even older or less recent file versions, providing flexibility when managing long-term projects or archived documents. + +Previously, the file version selection screen only supported 25 file versions. Users can access the file version selection menu by selecting the 'Compare Versions' option in iManage or by clicking the 'Select Version' option in the Draftable New Comparison Window.  + +![iManage file version selection menu.png](/images/draftable-legal/image-104.png) + +## Bug fixes + +As with all releases, our team have also worked hard to resolve identified issues. The December release included the following bug fixes:  + +- **Fixes error when comparing side by side comparisons:** The update resolved an issue that was causing errors during side-by-side comparisons. +- **Resolved problems with saving Tracked Changes outputs:** for files with excessively long filenames. +- **Addressed a specific "unable to compare" error:** this issue, now resolved, affected only a subset of document comparisons based on unique document element configuration. +- **Corrected an issue with file naming:** the update resolved behavior where output filenames were not being implemented properly for Redline in Word comparisons using input files loaded via the Draftable Word Add-in. \ No newline at end of file diff --git a/hc/en-us/articles/42553018962841-Document-Privacy-with-Draftable-API.mdx b/hc/en-us/articles/42553018962841-Document-Privacy-with-Draftable-API.mdx new file mode 100644 index 0000000..48ac51d --- /dev/null +++ b/hc/en-us/articles/42553018962841-Document-Privacy-with-Draftable-API.mdx @@ -0,0 +1,11 @@ +--- +title: "Document Privacy with Draftable API" +description: "This short explainer is meant to provide a concise summary of the privacy policies regarding document security with the Draftable API service. " +--- + +For Draftable API users, access control to customer data is handled at the application layer. Customer data is stored in the same underlying storage repositories (AWS S3, AWS RDS), which are owned by Draftable. + +Whilst we retain ownership of the underlying hardware, due to the nature of the application layer handling we do not have direct access to customer data. + + +You can read more about our privacy policy here: https://www.draftable.com/privacy \ No newline at end of file diff --git a/hc/en-us/articles/42932383980057-Release-Notes-Draftable-Legal-January-2025-v25-1-0-v25-1-100.mdx b/hc/en-us/articles/42932383980057-Release-Notes-Draftable-Legal-January-2025-v25-1-0-v25-1-100.mdx new file mode 100644 index 0000000..aad63ca --- /dev/null +++ b/hc/en-us/articles/42932383980057-Release-Notes-Draftable-Legal-January-2025-v25-1-0-v25-1-100.mdx @@ -0,0 +1,168 @@ +--- +title: "Release Notes: Draftable Legal January 2025 (v25.1.0 & v25.1.100)" +description: "We are excited to announce the latest release of Draftable Legal (v25.1), delivering improvements across core comparison functionality, ease of use, and system integration. Here’s a quick highlight of the top five new features:" +--- + + +### Highlighted benefits of the January release include: + +1. Quickly review, annotate and share changes in Excel files – Review redlined Excel documents with a new spreadsheet view in Draftable, enabling faster navigation through changes with a clickable change list, change notes and tags and easily share via our next-step options. +2. Streamline clause reviews – Save time on document review by accessing improved clause extraction, parent-section visibility, and see  color-coded notes and tags in the Departures Table export (available in Preview). +3. Faster and smoother bulk comparison workflows – Easily manage large volumes of comparisons with one-click options to email or copy all results, faster exports, and real-time progress tracking. +4. Only see the changes you need – Tailor comparisons to your preferences with new options to redline footnote numbering and ignore quotation mark differences, ensuring relevant changes are highlighted. +5. **Easier input file sharing** – Export input files instantly without renaming when comparing two versions of a document from your DMS thanks to automated filename updates to differentiate original from modified documents. + +Let's explore these updates in more detail. + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the January releases to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## New Features & Improvements + +### Core Functionality + +#### Excel Redline Viewer and Change List + +We are excited to announce that from v25.1.100, all Draftable Legal users can review changes in Redlined Excel files faster and easier thanks to our new dedicated Excel Comparison Viewer. To access this viewer, simply load Excel files into Draftable and select the "Redline in Draftable" Comparison Type.  + +This dedicated Excel viewer provides: + +- A **clickable, filterable Change List** for easy navigation and jump to change functionality. +- The ability to **add notes and tags** when reviewing changes in Excel comparisons +- **Next actions options** (save to DMS, email, etc.) directly within the viewer. +- The ability to **export Changes Reports**, to easily share review notes with colleagues, clients or external parties. + +Our Excel viewer is designed to be a familiar spreadsheet viewing experience for users accustomed to Microsoft Excel. These changes help streamline analysis and reporting for complex Excel documents and will be particularly useful for Banking and Finance and M&A practice areas and legal teams working in large financial institutions. + +![Excel viewer.png](/images/draftable-legal/image-86.png) + + + +#### Departures Table Enhancements (Preview feature) + +In our [December 2024 update](/hc/en-us/articles/41369665084313-Release-Notes-Draftable-Legal-December-2024-v24-12-0), we released a Preview of our new Departures Table. This feature automates tedious manual work to prepare issue lists from redlined comparisons during contract negotiations. In Draftable, the Departures Table comparison output provides a Word document with a table of clauses that have been amended in your documents. The table includes the *changes shown in the context of the whole clause* to avoid the need to read the export in the context of the redlined document. + +Our January 2025 updates have added a number of important enhancements to the Departures Table output, including: + +- Clauses now display with **parent sections** to provide better context. +- **Improved clause and reference section extraction**, especially for table-based content. +- **Updated clause number detection** ensures greater accuracy in redline outputs. +- Added **differentiated comment colors**, **viewer notes**, and **tags** for more organized feedback. +- The export process for Departures Tables has also been improved to ensure file naming consistency. + +We are continuing to work with customers to test the Departures Table feature on real life documents and we plan on releasing this feature to all customers in the next 1-2 months. If you or your firm would like to get early access to this feature, you can contact your Account Executive or contact [product@draftable.com](mailto:product@draftable.com). + +![Departures Table improved.png](/images/draftable-legal/image-87.png) + + +#### Bulk Compare Improvements + +The January releases have added several improvements for document processing teams running large numbers of comparisons at once. Our Bulk Compare feature now allows these users to: + +- **Easily share multiple comparisons** via new Email and Copy to Clipboard actions after completing comparisons in bulk. +- **Include summary information** **when using Bulk Compare** with Summary Pages now included when saving and sharing files in Bulk Compare mode. +- **Easily select recent files for bulk comparison** with file-type icons added into the navigation in "Select from Recent Files" in Bulk Compare mode. +- **Complete Bulk Compare workflows faster and with more confidence** thanks to increased export speeds and a progress bar to track the progress of large exports. +- **Avoid unnecessary errors** when trying to run Bulk Compares thanks to new smart Comparison Type selection logic that ensures only valid Comparison Types for your input files can be selected. + +These enhancements provide faster, more intuitive batch processing for high-volume document comparisons. + +![Bulk Compare - file type icons.png](/images/draftable-legal/image-88.png) + + +![Bulk Compare - new next actions.png](/images/draftable-legal/image-89.png) + + +![Bulk Compare - progress during exports.png](/images/draftable-legal/image-90.png) + + + +### Accuracy and Output Quality + +The January updates provides users with clearer, more accurate redline outputs, making it easier to identify and understand document changes. Specific accuracy and quality updates included:  + +- **Improved revision visibility** by dynamically adjusting row heights in tables, ensuring no changes are obscured and tables remain readable. +- **Better rendering of deleted sections**, eliminating formatting issues like long, narrow columns that can disrupt the document layout and clarity. +- **Minimized layout inconsistencies** by aligning numbering IDs, reducing visual clutter from unnecessary change markers and improving output presentation. + +### New Markup Customization + +In direct response to requests from our customers, the January update made two important additions to Redline Profile settings to reduce noise in comparisons and focus on meaningful differences. From v25.1.0, users and administrators can now: + +- **Choose to ignore changes to quotation marks** from curly to straight to prevent minor formatting variations from appearing as tracked changes. + +![Quotation mark settings.png](/images/draftable-legal/image-91.png) + + + +- **Track changes to footnotes more easily** with redlined changes to footnote numbering references *Note: this setting is off by default and is not shown to end users. To enable redlining of footnote numbering, administrators can configure the following Windows Registry key: HKEY\_CURRENT\_USER\\**Software\\Draftable\\Feature\\CompareFootnoteNumberingEnabled* + +| ***Redlined footnotes by default*** ***(not showing numbering changes)*** | ***Redlined footnotes with new setting enabled*** ***(not showing numbering changes)*** | +| :--- | :--- | +| ![](/images/draftable-legal/image-92.png) | ![](/images/draftable-legal/image-93.png) | + +### Ease of Use improvements + +Draftable's January 2025 updates also included a number of workflow improvements to help users handle documents more efficiently, reducing errors and improving clarity during the comparison process. + +#### Automated renaming of input files to prevent filename conflicts + +From v25.1.0, any input files with the same document name will be automatically renamed by Draftable with "- original" and "- modified" by default. This removes a mandatory renaming step for users when comparing two versions of a document from their DMS. Now users can simple export their input documents with no manual renaming, reducing the number of clicks to complete comparison workflows. Importantly, Draftable Legal users will still have the option to rename input files if needed. + + +![Input file auto-amending.png](/images/draftable-legal/image-94.png) + + +#### Easier access to file loading options + +The January update made a simple but important change to the Draftable New Comparison Window user interface. Users with more than one document management system integration will no longer have to use the horizontal scroll bar to see all their file input options. Instead, the updated UI organizes file selector options into two rows in the New Comparison Window, meaning all file loading options are visible at all times. This reduces the number of clicks required to complete file loading when using more than one document management system.  + +![Wrapped DMS icons.png](/images/draftable-legal/image-95.png) + + +**Improved file loading selection state visibility** + +January's update also adds an small improvement to our user experience that avoid conflicts in file loading actions. Previously, users were able to choose to load a second file when the first was still being added to Draftable. From v25.1.0 a loading spinner and disabled compare button will display until all files are loaded, ensuring users know when files are still being prepared and do not need to reload files unnecessarily. + + +![Spinner and compare greyed out.png](/images/draftable-legal/image-96.png) + + +### Integration Updates + +#### Improved file ordering when loading files from DMS + +Our January update includes an improvement to ensure DMS files are loaded in the correct order when selecting document management system files. Previously, Draftable only used file version metadata to order documents only when those were loaded from the loading commands available within each Document Management System. This update ensures the same file ordering logic applies when using the file selection options within the New Comparison Window. This improvement applies to iManage, Epona, and SharePoint. + +#### Updated load behavior for Draftable's Microsoft add-ins + +Several customers provided feedback that Draftable's dynamic MS Office Add-in dynamic load behavior was causing issues with avoiding it being disabled by Outlook, Word and Excel. Based on this feedback, we have updated all of the Draftable MS Office Add-ins (Outlook, Word and Excel) to now load at startup to reduce issues with add-ins being disabled by Microsoft Office. As part of this update, all Microsoft Office Add-ins have had version upgrades, specifically: + +- **Outlook Add-in** v1.18.0.0 +- **Word Add-in** v1.26.0.0 +- **Excel Add-in** v1.4.0.0 + +### Administrator Features + +A number of small updates were made in our January releases to assist application administrators and to ensure software frameworks leveraged by Draftable are kept up to date. Specifically, the 25.01.0 release included: + +- An update to **remove the 'Remember my choice'** checkbox for next actions in admin-set profiles when the 'always ask' option is configured +- An **upgrade to .NET80** for improved stability and performance +- An **updated CEF (Chromium Embedded Framework)** to version 131.3.50 to reduce logging noise and improve integration behavior. + +## Bug Fixes + +As with all releases, the January updates have included fixes to several reported issues: + +- **Fixed file naming inconsistencies** for filenames with periods ("."). +- **Resolved an error in the Word Add-in** impacting the 'Compare Text with Draftable' option. +- **Fixed errors related to SharePoint** graph client connections. +- **Addressed color highlighting issues** in the Departures Table. +- **Corrected file loading issues** from Document Management Systems. +- Resolved **export errors** when using 1-Click Compare for redline DOCX files. +- **Fixed crashes related to clause data** generation in the Departures Table. + +If you are ever experiencing issues in Draftable, please contact [support@draftable.com](mailto:support@draftable.com) for further assistance. \ No newline at end of file diff --git a/hc/en-us/articles/43674001541273-Contacting-Draftable-Support.mdx b/hc/en-us/articles/43674001541273-Contacting-Draftable-Support.mdx new file mode 100644 index 0000000..0e58886 --- /dev/null +++ b/hc/en-us/articles/43674001541273-Contacting-Draftable-Support.mdx @@ -0,0 +1,32 @@ +--- +title: "Contacting Draftable Support" +description: "At Draftable, we’re here to help! Whether you have a **technical issue**, a **product question**, need assistance with **integrations**, or have **any other inquiries**, our support team is ready to assist you." +--- + +## How to Reach Us + +If you need support, the best way to get in touch is via **email**. You can reach our support team at: + + + + + +Our team is available to assist with: + +- Troubleshooting technical issues +- Guidance on using Draftable products +- Questions about integrations with third-party platforms +- Licensing and account inquiries + +## What to Include in Your Request + +To help us assist you as quickly as possible, please include the following details in your email: + +- A brief **description of the issue** or question +- The **product** you are using (e.g., Draftable Legal, Draftable Desktop) +- Any **error messages** (if applicable) +- **Log files** from the effected machine +- Steps you have already tried to resolve the issue +- Screenshots (if relevant) + +We appreciate your patience and look forward to helping you! 🚀 \ No newline at end of file diff --git a/hc/en-us/articles/43674043240473-Contacting-the-Draftable-Product-Team.mdx b/hc/en-us/articles/43674043240473-Contacting-the-Draftable-Product-Team.mdx new file mode 100644 index 0000000..35e31d0 --- /dev/null +++ b/hc/en-us/articles/43674043240473-Contacting-the-Draftable-Product-Team.mdx @@ -0,0 +1,31 @@ +--- +title: "Contacting the Draftable Product Team" +description: "Our **Product Team** is always keen to hear from you! Whether you have **questions about our products**, want to **request new features**, or need help with **preview features** that haven't been fully released yet, we’re here to listen." +--- + +## How to Reach Us + +If you have any product-related inquiries, you can contact our **Product Team** at: + + + + + +We encourage you to reach out for: + +- **Product-related questions** – If you have inquiries about Draftable’s features, roadmap, or best practices. +- **Feature requests** – If there’s a feature that would improve your workflow, let us know! +- **Request to test new preview features** \- If your interested in testing features that haven't been fully released yet, please get in touch! +- **Feedback on preview features** – If you’re testing **unreleased or beta** features, we’d love to hear your thoughts. + +## Providing Useful Feedback + +To help us better understand your request, please include as much detail as possible in your email: + +- A **description of your question or request** +- The **product or feature** you’re inquiring about +- If it's a **feature request**, tell us about the **problem you’re trying to solve** +- If it’s feedback on a **preview feature**, let us know what’s working well and what could be improved +- Screenshots or examples (if applicable) + +Your insights help us **shape the future of Draftable**, so we truly appreciate your input. Thanks for helping us build the best possible experience! 🚀 \ No newline at end of file diff --git a/hc/en-us/articles/43677873463705-Checking-Draftable-API-Status.mdx b/hc/en-us/articles/43677873463705-Checking-Draftable-API-Status.mdx new file mode 100644 index 0000000..394ddbc --- /dev/null +++ b/hc/en-us/articles/43677873463705-Checking-Draftable-API-Status.mdx @@ -0,0 +1,32 @@ +--- +title: "Checking Draftable API Status" +sidebarTitle: "API Status and Issue Reporting" +description: "If you’re experiencing issues with Draftable’s API services or want to stay informed about **downtime, maintenance, or system updates**, you can check our **API Status Page** for real-time updates." +--- + + +## Where to Check API Status + +To see the current status of Draftable’s services, visit: + + + +Our status page provides: + +✅ **Live service status** – Check if any Draftable services are experiencing issues + +⚠️ **Incident reports** – Track ongoing or resolved incidents. + +🔄 **Subscribe to future updates** – See when scheduled future updates is happening by subscribing to our mailing list.  + +## What to Do if You Encounter Issues + +If the status page indicates that everything is **operating normally**, but you're still experiencing an issue, try the following: + +- Refresh the page and retry your request +- If using a client library, confirm your code/script is functioning correctly +- Check your network connection + +Still having trouble? Reach out to our support team at **support@draftable.com** for further assistance. + +By keeping an eye on our status page, you can stay up to date with any service disruptions and planned updates. 🚀 \ No newline at end of file diff --git a/hc/en-us/articles/43678264426777-How-to-find-log-files-without-exporting.mdx b/hc/en-us/articles/43678264426777-How-to-find-log-files-without-exporting.mdx new file mode 100644 index 0000000..7ee5596 --- /dev/null +++ b/hc/en-us/articles/43678264426777-How-to-find-log-files-without-exporting.mdx @@ -0,0 +1,60 @@ +--- +title: "How to find log files without exporting" +description: "If you're experiencing issues with **Draftable**, our support team may request log files to help investigate the problem. While you can export logs through Draftable’s built-in feature, you can also retrieve them manually from your Windows file system." +--- + + +Follow the steps below to locate and send your **Draftable Desktop log files**. + + +## **Step 1: Reproduce the Issue** + +Before retrieving the logs, please **reproduce the issue** you’re experiencing. This ensures that the logs contain the most relevant data for troubleshooting. + + +## **Step 2: Locate the Log Files** + + + - Press **`Windows + R`** on your keyboard to open the **Run** dialog. + + + - Type **`%LOCALAPPDATA%`** and press **Enter**. + + Run dialog + + - This will open the **Local AppData** folder in File Explorer. + + + - Open the folder named **`DraftableDesktop`**. + - Inside this folder, open **`draftable-desktop`**. + + + +## **Step 3: Send the Log Files** + + + - The folder contains **multiple log files** that are useful for troubleshooting. + + + Log files folder + + + + - Select all files and folders and select **"Compress to → Zip file"**. + + Compress to zip + + + + - Send the compressed folder to **support@draftable.com** for further investigation. + + + +## **Additional Information** + +When submitting your support request, please also include: +✅ The **documents** that caused the issue (or sample documents if possible) +✅ A description of what happened when the issue occurred +✅ Whether the issue happens with **all documents** or only specific ones + +By following these steps, you’ll help our support team diagnose and resolve the issue faster. \ No newline at end of file diff --git a/hc/en-us/articles/43680467644185-Using-the-Summary-Page-in-Draftable-Legal-Exports.mdx b/hc/en-us/articles/43680467644185-Using-the-Summary-Page-in-Draftable-Legal-Exports.mdx new file mode 100644 index 0000000..abb4a70 --- /dev/null +++ b/hc/en-us/articles/43680467644185-Using-the-Summary-Page-in-Draftable-Legal-Exports.mdx @@ -0,0 +1,88 @@ +--- +title: "Using the Summary Page in Draftable Legal Exports" +description: "The **Summary Page** in Draftable Legal provides an overview of key details from your document comparison. This page can be included in your export settings to help reviewers quickly understand changes without going through the full document. See below an example of what the comparison summary page looks like." +--- + + +![](/images//using-draftable-summary-page/image-1.png) + + +You can control how the **Summary Page** is included in your exported comparison files by adjusting the **Default Summary Page Placement** setting. + +## Configuring the Summary Page Placement + +To customize how the **Summary Page** appears in your comparison exports, there are two methods: + +### Configuring the summary page at the time of export + + + +Whilst in the **comparison viewer,** select your desired export option via the ribbon menu + + ![](/images//using-draftable-summary-page/image-2.png) + + In the above example, we will select the **save option** + + +When the export menu opens, note that there is text marked as "Options", go ahead and click this text: + + ![](/images//using-draftable-summary-page/image-3.png) + + + +Once clicked you will have an option to set the summary page behaviour, there are three options: + + ![](/images//using-draftable-summary-page/image-4.png) + + - **Do not include** – The Summary Page will **not** be added to your export. + - **Include at start** – The Summary Page appears at the **beginning** of the comparison. + - **Include at end** – The Summary Page appears at the **end** of the comparison. + + +Continue with your export workflow with the summary page option selected. The export option will include the summary page if you have selected it (either at the start or end of the export). + + + +### Configuring the summary page via the settings menu + + + + - Open the settings menu via the New Comparison Window + - Open the [New Comparison window](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + - Select **Settings** in the top right of the window + + + ![](/images//using-draftable-summary-page/image-5.png) + + + + - In the **Settings** menu, go to the **Redline** section. + + ![](/images//using-draftable-summary-page/image-6.png) + + + + - This setting controls where (or if) the **Summary Page** is included in your comparison exports. + + + + ![](/images//using-draftable-summary-page/image-7.png) + + - **Do not include** – The Summary Page will **not** be added to your export. + - **Include at start** – The Summary Page appears at the **beginning** of the comparison. + - **Include at end** – The Summary Page appears at the **end** of the comparison. + - **Include at start and end** – The Summary Page appears **both at the start and end** of the comparison. + + + +## How This Affects Your Exports + +The **Summary Page Placement** setting applies to all export document formats in Draftable Legal. + +If your workflow requires a **quick reference summary**, including the Summary Page at the start or end of the document can help improve review efficiency. + +## Need Further Assistance? + +If you have any questions or need help configuring your settings, contact our support team at **support@draftable.com**. + + diff --git a/hc/en-us/articles/43691959041817-How-to-integrate-Epona-with-Draftable-Legal.mdx b/hc/en-us/articles/43691959041817-How-to-integrate-Epona-with-Draftable-Legal.mdx new file mode 100644 index 0000000..6ec784c --- /dev/null +++ b/hc/en-us/articles/43691959041817-How-to-integrate-Epona-with-Draftable-Legal.mdx @@ -0,0 +1,34 @@ +--- +title: "How to integrate Epona with Draftable Legal" +description: "Draftable Legal allows you to connect to your Epona application, so that you can compare files stored in Epona." +--- + +To take advantage of this integration, you need to ensure you have the Epona DMSforLegal version 24.3.1 or higher installed on your machine. Once installed, all the Draftable menu items will be available to users. If you are on an earlier version of the DMSforLegal integration, please contact Epona directly for latest release. + +To configure DMSForLegal in Outlook, so that the Draftable integration works, please follow the below steps. + + + +Open Outlook. + + +Click on the DMSForLegal option in the Outlook Ribbon and then select the Options button. + + +![](/images/using-draftable-legal-with-epona/image-1.png) + + + +The DMSforLegal configuration window will pop up. Click on the External tab and change the Document Comparison software option to Draftable and the Comparison completed action to Open in Draftable. + + +![](/images/using-draftable-legal-with-epona/image-2.png) + + + +If you have not already done so, you can select the Email results options as well. + + +When everything is set, hit the Apply and ok buttons and you will be good to go + + diff --git a/hc/en-us/articles/44145905520153-Release-Notes-Draftable-Legal-February-2025-v25-2-0.mdx b/hc/en-us/articles/44145905520153-Release-Notes-Draftable-Legal-February-2025-v25-2-0.mdx new file mode 100644 index 0000000..f777c17 --- /dev/null +++ b/hc/en-us/articles/44145905520153-Release-Notes-Draftable-Legal-February-2025-v25-2-0.mdx @@ -0,0 +1,138 @@ +--- +title: "Release Notes: Draftable Legal February 2025 (v25.2.0)" +description: "We are excited to announce the February release of Draftable Legal (v25.2.0), delivering our accuracy and quality improvements to our algorithms, new Departures Table output format to all users, enhancing review features for Excel Redlines, and new markup options for vision impaired users. Here’s a quick highlight of the top five new features:" +--- + + +1. **Quickly export and share Departure Tables –** streamline clause reviews by exporting the **Departures Table** (now available to all users) directly into the **email body**, with or without the filters in your change list, making it easier to share key departures with colleagues and clients without extra formatting steps. +2. **Faster, clearer Excel change tracking –** share summary of changes in Excel files more efficiently with worksheet names now displayed in the Changes Report, clearer redline visibility in the Excel Viewer, and redlined text appearing directly in the **Changes Report**, ensuring all modifications are easy to spot and understand. +3. **More precise document comparisons –** we've improved the accuracy in text box and PowerPoint comparisons, reducing false positives and ensuring that changes are captured with greater precision, especially in **complex slide decks and structured documents**. +4. **More markup customization options** – Customize how changes are displayed with options to **ignore changes to footers** in Changes Pages Only mode and **highlight changed text** within the markup schema, making document comparisons more relevant and easier to read. +5. **Smarter 1-Click Compare file loading –** Save time when working with version-controlled documents with **1-Click Compare now automatically selects the two most recent versions** when comparing files in a **Document Management System**, eliminating manual selection steps. + +Let's explore these updates in more detail. + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the February releases to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## Features and Improvements + +### Core Functionality + +#### Departures Table Enhancements + +All users of Draftable Legal can now automatically generate a table formatted output document showing with all changes with the relevant clause number referenced, and Microsoft word comments from input files and any tags or notes added in Draftable shown in a 'Review Notes' column. Based on feedback from customers testing the preview version of this feature, the February release included the following improvements: + +- Better output formatting for readability. +- A new option in the 'next actions' menu of the Draftable viewer to export the Departures Table directly into the email body, with or without the change list filtering applied (pictured). + +![Email next acitons showing departure table.png](/images/draftable-legal/image-75.png) + + +![Departures table in email body.png](/images/draftable-legal/image-76.png) + +- Added ability to extract inline comments within the Departures Table into the 'Review Notes' column (pictured). + +![Departures table with comments and notes tags.png](/images/draftable-legal/image-77.png) + +#### Excel Redline Improvements + +Based on further feedback from customers since January's release of our Excel Redline viewer in Draftable, we have made improvements to this workflow to ensure better legibility of formula changes in the viewer and provide more information in the changes report.  + +Below is an example of our improvement for enhanced legibility for the Excel Viewer when formula change borders are displayed. + +| **Previous display of adjacent cells with unique formula changes shown in the Draftable viewer** | **Updated display of adjacent cells with unique formula changes shown in the Draftable viewer** | +| :--- | --- | +| ![Old formula change.png](/images/draftable-legal/image-78.png) | ![new formula change.png](/images/draftable-legal/image-79.png) | + +Below is an example of the updated Changes Report (shown here in an email body) now displaying worksheet names in the "Location" column and redlined text from changes in each change row. + +![Excel changes report in email.png](/images/draftable-legal/image-80.png) + +### Accuracy and Quality Enhancements + +#### Improved comparison of text boxes + +The February 2025 update allows users who compare documents with text boxes to see higher quality outputs thanks to improvements to our Text Box comparisons algorithm. This improvement has removed the likelihood of Draftable displaying false changes (i.e. showing unchanged text boxes as insertions and deletions) due to small movements in the location of the text box, and ensures that revised inserted text in text box is displayed in a way that is easy to read. + +#### Improved quality of Redline in PowerPoint + +We have also released an enhanced PowerPoint Redline algorithm that reduces the for more accurate slide comparisons. Specifically, these improvements have optimized our comparison algorithm to: + +- Ensure moved text boxes are clearly displayed as a move +- Missing markup for inserted shapes +- Optimize text size to avoid redlined text running outside of the slide + +### Markup Configuration Updates + +#### New Markup Schema option to use highlights to display changes + +Law firms and legal teams working with vision impaired clients or staff often have trouble ensuring changes can be easily seen and understood by those audiences. Based on feedback from users, our February release includes a new option in the Redline Profile settings to use highlights to indicate changes.   + +![HIghlights in markup config.png](/images/draftable-legal/image-81.png) + +#### Ignore footnote changes in Changed Pages Only output + +We heard from many law firms that their Document Management System often inserts the Document ID and version number into the footer of their documents. This meant each version had a footer change on every page, and while lawyers do want to see those changes redlined, footer changes should on their own be enough to include a page in the 'Changed Pages Only' PDF output.  + +In our February release, we have implemented a new Redline profile setting (set to off by default) that ensures if the only change on a page is either in the header or footer, these changes will be ignored in the 'Changed Pages Only' PDF export. + +![Changed Pages Only setting.png](/images/draftable-legal/image-82.png) + +Importantly, the 'Changed Pages Only' output will still show redlined changes in the header and footer for pages that are included. + +### Ease of Use Enhancements + +Several law firms provided feedback to Draftable that their users would prefer to see the changes summary statistics (e.g. number of insertions, deletions, etc) at the top of the Draftable Viewer. The February update of Draftable Legal has added a new collapsible section to our Comparison Viewer which displays these summary statistics at the top of the screen. + +![Summary statistics in viewer.png](/images/draftable-legal/image-83.png) + +Users and administrators can configure how this is displayed via the General tab in the Settings menu or via the Windows Registry or Group Policy, choosing from the following options: + +- Do not display the statistics section +- Display the statistics section collapsed by default +- Display the statistics section shown by default + +  ![Summary statistics display settings.png](/images/draftable-legal/image-84.png) + +#### Automatically use the latest two versions for 1-Click Compare + +When using 1-Click Compare commands in document management systems, users previously were asked to first select the two versions for comparison from a list. We have now updated the '1-Click Compare' logic to leverage the setting available in the Integrations tab of the Settings menu, which enables users to have Draftable automatically select the two most recent versions of a file when using 1-Click Compare. + +To enable this behavior, users or administrators just need to ensure the integration setting 'Enable automatic selection of the two latest versions' is checked. + +![Automtic selection fo the two most recent versions.png](/images/draftable-legal/image-85.png) + +### Administrator Features + +#### Updated HTTP Listener Service for new Outlook Add-In  + +Our February update also updated our HTTP Listener Service to prepare this for the upcoming release of our new Outlook Add-In which will include functionality for redlining changes in emails. + + +## Bug Fixes + +As with all releases, the February update included fixes to several reported issues: + +- Fixed an issue causing **custom.xml** truncation when writing metadata. +- Resolved an issue where the **Changes Report was exported as HTML** instead of DOCX when selected. +- Fixed a failure to generate the **Changes Report on moves within text boxes**. +- Fixed an issue where exported/saved ZIP contents were **missing file extensions**. +- Addressed an issue where a **comparison error occurred due to the footnoteColumns attribute in section properties**. +- Updated the MSI installer to fix the **missing iManage integration package**. +- Fixed an issue where **native Office compare options were not working**. +- Resolved an issue where **comparisons showed changes in text boxes even when 'Text boxes' were deselected in Redline settings**. +- Fixed a **PDF compatibility mode bug** that caused numbering indentation to flatten incorrectly. +- Resolved a comparison failure caused by **issues saving files with macros in preprocessing**. +- Fixed an issue where **deleted paragraphs inherited incorrect paragraph properties (e.g., headings)**. +- Addressed an issue where **all file icons appeared as PDFs in Bulk Compare**. +- Fixed an issue where **Redline Change List generation crashed due to an unhandled instrText error**. +- Fixed a **comparison error caused by table compare issues**. +- Addressed an issue where **PowerPoint Redline's "Rearrange overlapping edits" behavior did not work when Classic Red markup color was selected**. +- Fixed a **comparison error for certain documents with comments**. +- Resolved false positives in **umlaut (ü) detection due to failing to normalize Unicode sequences before comparison**. + +If you are ever experiencing issues in Draftable, please contact [support@draftable.com](mailto:support@draftable.com) for further assistance. \ No newline at end of file diff --git a/hc/en-us/articles/45439030627737-Release-Notes-Draftable-Legal-March-2025-v25-3-0.mdx b/hc/en-us/articles/45439030627737-Release-Notes-Draftable-Legal-March-2025-v25-3-0.mdx new file mode 100644 index 0000000..d2f3234 --- /dev/null +++ b/hc/en-us/articles/45439030627737-Release-Notes-Draftable-Legal-March-2025-v25-3-0.mdx @@ -0,0 +1,72 @@ +--- +title: "Release Notes: Draftable Legal March 2025 (v25.3.0)" +description: "We’re excited to share the March release of Draftable Legal (v25.3.0), bringing new customization options for comparison accuracy, streamlined document viewing, and enhancements to SharePoint workflows. This update also includes fixes to common issues affecting Excel redlines, PDFs, and large batch comparisons. Here is a quick overview of the five new improvements that matter most:" +--- + +1. **Focus on real content differences** – Comparisons can now ignore changes between **straight and curly apostrophes or quotation marks**. This new setting helps you avoid getting distracted by irrelevant changes in punctuation formatting, especially in documents with mixed authorship or legacy content. +2. **Keep your layout preferences between comparisons** – The Viewer now **remembers your preferred layout** — such as keeping the Change List collapsed. This saves time for reviewers who prefer a cleaner workspace when comparing many files throughout the day. +3. **Understand issues faster with improved error messages** – When comparisons fail, the **1-Click Compare** error dialog now includes clearer explanations and next steps. This helps users resolve issues without needing to escalate to IT or support teams. +4. **Review legacy documents without unnecessary alerts** – The warning about older document formats (.doc) has been removed to reduce interruptions during review. Users can now **compare older Word files** without seeing alerts that don’t affect output quality. +5. **Use custom change list tags for internal workflows** – Admins can now define custom tags for the **change list,** giving you greater control over how changes are labelled and reviewed. + +Let’s take a closer look at the full list of updates: + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the March releases to be possible. + +If you have feature ideas or product performance feedback, we **would** love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## Core Functionality + +### Comparison Settings + +#### Option to ignore punctuation style differences + +A new Redline Profile setting allows users to treat straight and curly apostrophes or quotation marks as equivalent, preventing minor formatting differences from being flagged as content changes. + +This is especially helpful in cross-jurisdictional or collaborative documents where punctuation standards vary. + +![](/images/draftable-legal/image-73.png) + +### Ease of Use Enhancements + +#### Sticky sidebar preferences + +The right-hand menu panel in the Viewer now remembers your last state — whether collapsed or expanded. This preference carries across future comparisons and sessions, streamlining the review process. + +![](/images/draftable-legal/image-74.png) + +#### Clearer error messages + +We’ve redesigned the 1-Click Compare error dialog to surface more helpful context, including what went wrong and what the user can try next. This supports faster self-resolution without needing to escalate to IT. + +#### SharePoint: updated 1-Click Compare behavior + +When using 1-Click Compare via SharePoint, the command now runs using the latest engine, ensuring faster, more consistent comparisons with improved file handling. + +### Word and Excel Output Enhancements + +#### Word: Changes Report now uses full page width + +The table in the Word Changes Report now expands to fill the width of the page, improving readability and reducing wasted space. + +#### Custom tags in change list + +Administrators can define firm-specific tags that appear in the change list. These tags support team-based review workflows and help reviewers scan for key issues faster. This can be implemented in the Group Policy settings under Custom Status Tags. + +## Bug Fixes + +As with all releases, the March update included fixes to several reported issues: + +- Resolved issues in **bulk comparisons where large sets would occasionally timeout** +- Fixed **change list comment indexing** to ensure consistent markup output +- Resolved **formatting issues in Departures Table emails** +- Fixed issue with **redlines failing to open in Excel** +- Corrected false positives in **paragraph changes caused by bookmarks** +- Fixed **PDF viewer icon not appearing** when PDF files are compared +- Improved **SharePoint API handling** for large libraries +- Fixed issue with **TXT file comparisons** +- **Corrected behavior for admin-installed add-ins** in Settings view + +If you are ever experiencing issues in Draftable, please contact [support@draftable.com](mailto:support@draftable.com) for further assistance. \ No newline at end of file diff --git a/hc/en-us/articles/46349329328281-How-to-configure-a-custom-Departures-Table-template.mdx b/hc/en-us/articles/46349329328281-How-to-configure-a-custom-Departures-Table-template.mdx new file mode 100644 index 0000000..aad2b5e --- /dev/null +++ b/hc/en-us/articles/46349329328281-How-to-configure-a-custom-Departures-Table-template.mdx @@ -0,0 +1,114 @@ +--- +title: "How to configure a custom Departures Table template" +--- + +## What is the Departures Table? + +The **Departures Table** is a specialized report that helps you see how a document has changed—**with full context**. Instead of just showing edits inline or as redlines, it highlights the **entire section or clause** where a change occurred. This makes it easier to understand changes at a glance, especially in long or complex documents. + + +![](/images/draftable-legal-configure-a-custom-departures/image-1.png) + + +## What Is It Used For? + +The Departures Table is typically used during collaborative editing or negotiation processes. It's especially helpful when: + +- You want to **quickly review all meaningful changes** without digging through redlines. +- You're working with **large documents** and need a summary that highlights changes in full paragraphs or sections. +- You need a **clean, shareable summary** of updates to send to others for review or approval. + +## How to export a Departures Table + + + + Run a **Redline in Draftable** comparison + + + ![](/images/draftable-legal-configure-a-custom-departures/image-2.png) + + + + + In the Draftable viewer, navigate to any of the **export options** in the top-left, and select **Departures Table**. A Departures Table can be generated for **Open, Save, Save to DMS, Copy to Clipboard** or **Email**. + + + ![](/images/draftable-legal-configure-a-custom-departures/image-3.png) + + + + +## How to configure a custom Departures Table template + +Draftable includes a default Word document template for the Departures Table, but you can customize this to suit your needs. This can be achieved by adding your own custom template and overriding the default template. + + + +Navigate to Draftable installation folder, e.g. `%LOCALAPPDATA%\DraftableDesktop\current` or `C:\Program Files (x86)\Draftable\Draftable Desktop` and open `Resources` folder. + + + ![](/images/draftable-legal-configure-a-custom-departures/image-4.png) + + + + +Create a copy of **DeparturesTableTemplate.docx** file and open it in MS Word and enable it for editing. + + +![](/images/draftable-legal-configure-a-custom-departures/image-5.png) + + + +Edit the newly created, copied Departures Table template according to your needs. Please, however, adhere to the requirements for the table: + + At least four columns for the following content in the following order: + 1. Departure ID + 2. Section Reference + 3. Changed clause (departure) + 4. Review notes/comments + + Also, ensure there is: + - A table header + - An empty row + + See the example below: + + ![](/images/draftable-legal-configure-a-custom-departures/image-6.png) + + + +Style the document according to your needs + 1. Elements that can be customised: + 1. Header and footer + 2. Font family and size + 3. Table header titles + 4. Adding more table columns on the right-hand side + 2. Elements that cannot be customised: + 1. Removing or adding columns at position 1-4 (as mentioned above) + 2. Changing the order of columns at position 1-4 (as mentioned above) + + + ![](/images/draftable-legal-configure-a-custom-departures/image-7.png) + + + + +## Deploying a custom Departures Table template + + + + Copy the document created to the Microsoft Office templates folder, typically at: %AppData%\\Microsoft\\Templates + + + **Restart Draftable** by exiting out of the application completely. Do not just close out the New Comparison window. (Guide here on how to [correctly restart Draftable](/hc/en-us/articles/39934335355033-How-to-properly-restart-Draftable-Legal)) + + + Verify the new template is working by generating a Departures Table report + + + +## Having issues? + +Reach out to the support team at [support@draftable.com](mailto:support@draftable.com) and we will assist you in getting your departures table template working, or if you have any questions regarding this feature. + + diff --git a/hc/en-us/articles/46382010730905-Using-Draftable-Redline-in-Email.mdx b/hc/en-us/articles/46382010730905-Using-Draftable-Redline-in-Email.mdx new file mode 100644 index 0000000..989e1a0 --- /dev/null +++ b/hc/en-us/articles/46382010730905-Using-Draftable-Redline-in-Email.mdx @@ -0,0 +1,8 @@ +--- +title: "Using Draftable Redline in Email" +description: "Redline in Email, a new Draftable feature that performs live email redlining for your emails, and also allows you to accept and reject redlined emails. This is all done within Outlook, meaning you never have to leave your inbox.

Once your Microsoft 365 admin has deployed the Draftable Outlook Add-in across your organization using the steps documented in this [article](/hc/en-us/articles/46382047949977-Configuring-Redline-in-Email-Outlook-with-Draftable), you will then have access to this feature in your version of Outlook.

This article will detail how to use this exciting new feature and its capabilities." +--- + +import DraftableRedlineInEmail from '/snippets/Using-Draftable-Redline-in-Email.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/46382010730906-Using-Draftable-Redline-in-Email.mdx b/hc/en-us/articles/46382010730906-Using-Draftable-Redline-in-Email.mdx new file mode 100644 index 0000000..989e1a0 --- /dev/null +++ b/hc/en-us/articles/46382010730906-Using-Draftable-Redline-in-Email.mdx @@ -0,0 +1,8 @@ +--- +title: "Using Draftable Redline in Email" +description: "Redline in Email, a new Draftable feature that performs live email redlining for your emails, and also allows you to accept and reject redlined emails. This is all done within Outlook, meaning you never have to leave your inbox.

Once your Microsoft 365 admin has deployed the Draftable Outlook Add-in across your organization using the steps documented in this [article](/hc/en-us/articles/46382047949977-Configuring-Redline-in-Email-Outlook-with-Draftable), you will then have access to this feature in your version of Outlook.

This article will detail how to use this exciting new feature and its capabilities." +--- + +import DraftableRedlineInEmail from '/snippets/Using-Draftable-Redline-in-Email.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/46382047949977-Configuring-Redline-in-Email-Outlook-with-Draftable.mdx b/hc/en-us/articles/46382047949977-Configuring-Redline-in-Email-Outlook-with-Draftable.mdx new file mode 100644 index 0000000..ccc98dc --- /dev/null +++ b/hc/en-us/articles/46382047949977-Configuring-Redline-in-Email-Outlook-with-Draftable.mdx @@ -0,0 +1,8 @@ +--- +title: "Configuring Redline in Email (Outlook) with Draftable" +description: "Draftable's Redline in Email is a Microsoft Outlook Add-in that enables users to run Draftable Redline comparisons directly from within their Outlook inbox. By deploying this add-in across your Microsoft 365 organization, you empower your users to Redline their drafted emails efficiently without needing to leave their email client." +--- + +import DraftableRedlineInEmailOutlook from '/snippets/Configuring-Redline-in-Email-Outlook-with-Draftable.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/46382047949978-Configuring-Redline-in-Email-Outlook-with-Draftable.mdx b/hc/en-us/articles/46382047949978-Configuring-Redline-in-Email-Outlook-with-Draftable.mdx new file mode 100644 index 0000000..ccc98dc --- /dev/null +++ b/hc/en-us/articles/46382047949978-Configuring-Redline-in-Email-Outlook-with-Draftable.mdx @@ -0,0 +1,8 @@ +--- +title: "Configuring Redline in Email (Outlook) with Draftable" +description: "Draftable's Redline in Email is a Microsoft Outlook Add-in that enables users to run Draftable Redline comparisons directly from within their Outlook inbox. By deploying this add-in across your Microsoft 365 organization, you empower your users to Redline their drafted emails efficiently without needing to leave their email client." +--- + +import DraftableRedlineInEmailOutlook from '/snippets/Configuring-Redline-in-Email-Outlook-with-Draftable.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/46593503914649-Release-Notes-Draftable-Legal-Early-May-2025-v25-5-0.mdx b/hc/en-us/articles/46593503914649-Release-Notes-Draftable-Legal-Early-May-2025-v25-5-0.mdx new file mode 100644 index 0000000..ed207f7 --- /dev/null +++ b/hc/en-us/articles/46593503914649-Release-Notes-Draftable-Legal-Early-May-2025-v25-5-0.mdx @@ -0,0 +1,80 @@ +--- +title: "Release Notes: Draftable Legal Early May 2025 (v25.5.0)" +description: "We’re excited to share the May release of Draftable Legal (v25.5.0), introducing improved OCR processing for scanned PDFs as well as new workflows for exporting Excel redlines and retrieving document versions from your DMS with a single click. This update also brings improved control over tracked comment retention and clearer messaging for bulk compare exits." +--- + + + +Here’s a quick overview of the five new improvements that matter most: + +1. **Clearer results when comparing scanned PDFs** — PDF comparisons powered by Tungsten Automate now use **improved OCR processing** to better detect and align text in scanned documents. +2. **Share Excel redlines more easily** — Excel redlines can now be saved, printed or sent as PDFs. This new format improves compatibility and makes it easier to share redlines with clients or colleagues who don’t work in Excel. +3. **Save time reviewing version updates** — The new **“Compare with Latest” option in the Word Add-In** pulls the open document from your DMS and automatically finds its most recent version. This allows for 1-click comparisons with minimal navigation. +4. **Preserve important context in markup** — A new profile setting allows **comment threads to be preserved** when tracked changes are accepted before redlining. This ensures markup context is retained, even when documents must be cleaned prior to comparison. +5. **Exit bulk compare jobs with confidence** — The confirmation message when exiting a completed **Bulk Compare** job now only appears if a save or export action was incomplete — removing unnecessary alerts and improving clarity in high-volume workflows. + +Let’s take a closer look at the full list of updates: + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the February releases to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## Core Functionality + +### Improved accuracy for scanned PDF comparisons (OCR) + +PDF comparisons using Tungsten Automate (Powered by OmniPage OCR) now deliver more reliable results on scanned documents, thanks to improved OCR performance that reduces alignment issues and false positives. This enhancement improves the quality of redlines generated from image-based files, such as scanned contracts and letters.” + +### Compare with Latest (Word Add-In) + +A new option in the Word Add-In allows users to run a comparison between the current document and its previous version in the Document Management System — all in a single click. This speeds up version control reviews and eliminates manual file selection. + +![](/images/draftable-legal/image-69.png) + +## Output and Integration Enhancements + +### Export Excel Redlines as PDF + +Excel redlines can now be exported as PDFs, making it easier to share, print, or store redline summaries for stakeholders who prefer non-editable formats. + +![](/images/draftable-legal/image-70.png) + +### NetDocuments subversion support + +Draftable now supports saving redline outputs as subversions in NetDocuments. The workflow also includes improved version recognition and easier selection of target subversions when saving. + +![](/images/draftable-legal/image-71.png) + +### iManage: Option to disable 'save as related file' + +Administrators can now disable the “Save as Related File” option in iManage when configuring next actions. This gives firms more control over document storage preferences in integrated workflows. + +![](/images/draftable-legal/image-72.png) + +## Ease of Use Enhancements + +### Retain comments when accepting changes + +A new Redline Profile setting ensures that comment threads are preserved when accepting tracked changes during preprocessing. This helps maintain reviewer context without compromising clean document formatting. + +### Clearer messaging in Bulk Compare + +The Bulk Compare exit message has been updated to appear only when a save or export action is incomplete. This removes unnecessary prompts and helps reviewers confidently complete large comparison jobs. + +### Draftable window resizes correctly after Bulk Compare + +When Bulk Compare mode is toggled off, the Draftable window now resizes properly — restoring the user interface to its previous state and improving usability. + +## Bug Fixes + +As with all releases, the April update includes fixes to several reported issues: + +- Fixed an issue where comparisons involving **.RTF files failed to complete** +- Fixed **app startup failures** when opening from a Draftable URL +- Corrected output file naming when **comparing files with identical names** +- Fixed **intermittent app freezing** when updating +- Resolved instances of **duplication of cover pages** in redline output + +If you are ever experiencing issues in Draftable, please contact [support@draftable.com](mailto:support@draftable.com) for further assistance. \ No newline at end of file diff --git a/hc/en-us/articles/47626491941273-Release-Notes-Draftable-Legal-Late-May-2025-v25-5-100-25-5-300.mdx b/hc/en-us/articles/47626491941273-Release-Notes-Draftable-Legal-Late-May-2025-v25-5-100-25-5-300.mdx new file mode 100644 index 0000000..b8da1c9 --- /dev/null +++ b/hc/en-us/articles/47626491941273-Release-Notes-Draftable-Legal-Late-May-2025-v25-5-100-25-5-300.mdx @@ -0,0 +1,114 @@ +--- +title: "Release Notes: Draftable Legal Late May 2025 (v25.5.100-25.5.300)" +description: "The May 2025 releases of Draftable Legal (v25.5.100-300) delivered important upgrades to email redlining, markup customization, and integration workflows across Word, Outlook, and NetDocuments. These releases also included reliability improvements for OneDrive and performance fixes to enhance document comparison speed and accuracy." +--- + +Here’s a quick highlight of the top five new features: + +- **Redline your emails directly in Outlook** – Redline your changes or compare changes to your email chain by others without leaving your inbox, using a new modern Draftable Outlook add-in. +- **Cleaner input file review** – Remove the side pane comments from input files when viewing comparisons in [3-Pane view mode](/hc/en-us/articles/31975077731225-Three-Pane-View-See-changes-in-context-with-older-newer-and-redlined-documents-in-one-screen). +- **Load open Word documents instantly** – A new Word add-in command allows you to select any currently open document for comparison without switching windows or manually browsing. +- **Smarter Outlook email generation** – Automatically include your Office profile’s email signature when generating emails of redlines from Draftable. +- **Improved NetDocuments workflows** – Save as attachment to specific input files, support for local edits, and option to check in comparison outputs by default. + +Let's explore these updates in more detail. + +**_But first, a note from our product team_** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the May 2025 releases to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## Core Functionality + +### Redline your emails directly in Microsoft Outlook + +Draftable legal users can now redline email message content from within Microsoft Outlook using a new modern JavaScript add-in. This new "Redline in Email" add in enables comparisons of email threads and drafted responses without switching applications or copying content manually to Draftable. + +Users can make changes, before manually redlining their changes prior to sending their email so that the recipients will easily see their changes (even if they do not have Draftable). + +Users can also use the add in to 'compare' a received email against an earlier version in their conversation. This makes it easy to find changes from colleagues, clients or external parties that have not been redlined. + +You can learn more about [how to use Redline in Email in our dedicated guide](/hc/en-us/articles/46382010730905-Using-Draftable-Redline-in-Email), or watch a short demonstration video (below). See the administrator [deployment guide](/hc/en-us/articles/46382047949977-Configuring-Redline-in-Email-Outlook-with-Draftable) for instructions on how to setup the new add in for your organization. + + +We are currently building accept / reject functionality into this add in, to further support review workflows in outlook. This will be released in the coming months. + + + +![Email redline.png](/images/draftable-legal/image-63.png) + + + + + + +## Markup Configuration + +### Remove comments from input files in 3-Pane View + +Users now have the option to exclude comments from the input documents when viewing redlines in the Draftable's 3-Pane view layout. This helps reduce noise and distractions in the markup when internal review notes are not relevant to external document versions. + + +![Comments in three pane view.png](/images/draftable-legal/image-64.png) + + +## Ease of Use + +### Select from open Word files + +A new command in the Draftable Word add-in allows users to quickly load documents from all currently open Word windows. This improvement eliminates unnecessary navigation steps and speeds up file selection during side-by-side or redline comparisons. + +![Word add in - Open all.png](/images/draftable-legal/image-65.png) + +## Integration Functions + +### Outlook: Include email signature in drafts + +When users choose to email comparison outputs (redlines, change reports, departures tables), Draftable will now automatically appends the user’s Outlook profile signature to the email it generates. This ensures lawyers can easily send comparison outputs in less time while maintaining consistent client-facing communication. + +![Signature in email.png](/images/draftable-legal/image-66.png) + +### NetDocuments enhancements + +Draftable Legal now supports the following NetDocuments workflow improvements to minimize clicks and steps when loading input files and saving comparison outputs. These include: + +- **Save as attachment** **to Older / Newer file** – Redline outputs can be saved as attachments specifically to either the older or the newer file. This removes the need to browse to the particular input file in the NetDocuments UI, allowing faster save workflows.   + ![](/images/draftable-legal/image-67.png) +- **Support for local edits** – Files opened from NetDocuments and edited locally in Word are now fully supported in comparison workflows to ensure they can be loaded into Draftable for comparison without saving back into NetDocuments. +- **Default check-in setting** – Administrators can enable a default setting to automatically check in redline outputs when saved, improving version control compliance and removing the need for users to manually 'check in' these comparisons after saving. + +![](/images/draftable-legal/image-68.png) + +## Administrator Features + +### System Verification now uses Tungsten Automate when testing OCR function + +Draftable's automated 'System Verification' tool has been upgraded in v25.5.200 to ensure that the OCR tests use our new [**Tungsten Automate OCR library**](/hc/en-us/articles/46593503914649-Release-Notes-Draftable-Legal-Early-May-2025-v25-5-0) (released earlier in May) instead of Microsoft Word. This ensures Draftable identifies any OCR related issues proactively upon installation (when system verification first runs) and if the system verification tool is used during troubleshooting. + +### Versioning information now in Group Policy templates + +From Draftable Legal v25.5.200, IT administrators will be able to verify and track group policy template versions during deployment and updates with ADMX and ADML files now including embedded version information. + +## Bug Fixes + +As with all releases, our 25.5.200 update included some important fixes for issues reported by our customers. Specific bugs addressed in this release: + +- Fix to ensure desktop shortcuts are not installed when this is configured by administrators during app installation +- Fix for issue causing "Email logs" troubleshooting command to fail +- Fix for missing numbering reference leading to failed comparison for specific documents +- Fix for issue causing both 1-Click Compares and Bulk Compares to fail when generating Side-By-Side outputs +- Fix for issue causing exports of Tracked Changes via Draftable viewer to fail when input files are PDFs +- Resolved an issue where comparisons failed due to misaligned paragraph numbering shortcuts. +- Fixed a display bug where markup settings caused table cell changes to appear without color. +- Improved performance for large batch comparisons by addressing a bottleneck in bulk compare processing. +- Corrected an issue that prevented OneDrive-stored documents from loading via the Word add-in when SharePoint integration was disabled. +- Fix to ensure text decoration in Profiles configured prior to v24.11.0 are applied correctly from 25.5.300 (_note - for organization that set up their Profiles before v24.11.0, you will need to update to v25.5.300 or later to ensure backward compatibility of text decorations)_ + +If you are ever experiencing issues in Draftable, please contact [support@draftable.com](mailto:support@draftable.com) for further assistance. diff --git a/hc/en-us/articles/48014082360985-Release-Notes-Draftable-Legal-June-2025-v25-6-0-25-6-100-25-6-200.mdx b/hc/en-us/articles/48014082360985-Release-Notes-Draftable-Legal-June-2025-v25-6-0-25-6-100-25-6-200.mdx new file mode 100644 index 0000000..1656d06 --- /dev/null +++ b/hc/en-us/articles/48014082360985-Release-Notes-Draftable-Legal-June-2025-v25-6-0-25-6-100-25-6-200.mdx @@ -0,0 +1,122 @@ +--- +title: "Release Notes: Draftable Legal June 2025 (v25.6.0. 25.6.100, 25.6.200)" +description: "We’re pleased to share the highlights from our series of June 2025 releases of **Draftable Legal (v25.6.0, v25.6.100 & v25.6.200)**. These updates added a significant number of improvements across core functionality, markup configuration options, workflow ease of use and integrations. " +--- + + +Here are the most valuable improvements in this release: + +- **Finalize email changes faster** – our 'Redline in Email' add in now allows users to Accept / Reject changes in Outlook. +- **Review PowerPoint presentation changes faster** by opening PowerPoint files in Draftable with an interactive change list +- **Refresh results in one click** – users can now rerun an open comparison and pull the latest DMS versions without leaving the Viewer. +- **Switch markup profiles on demand** – switch Redline Profiles mid-review without restarting via a new ribbon command in the Comparison Viewer. +- **Save time comparing email attachments** by using 1-Click Compare from within Microsoft Outlook + +Let’s explore these updates in more detail. + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the June 2025 release to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## Core Functionality + +### Redline in Email: Accept / Reject changes in Outlook emails + +From v25.6.100, reviewers can **action email feedback immediately** by Accepting or Rejecting individual redlined edits directly inside the 'Redline in Email' Outlook add-in, eliminating the need for time consuming manual edits.  + + + + +From our v25.6.200 update, users can **catch more subtle formatting change in email threads** thanks to improvements in identifying style-only edits (e.g. numbered list changes) and previously invisible empty-paragraph changes.   + +### Redline PowerPoint files using Draftable’s new PowerPoint Viewer + +Users can now review redlined `.pptx` and `.ppt` files faster and more easily using Draftable’s new **PowerPoint viewer**. Changes are displayed with an interactive **clickable and filterable change list** to help users navigate between slide changes more easily. This allows faster review of presentation decks, pitch materials, and visual contracts. + +![PPT viewer with clickable filterable change list.png](/images/draftable-legal/image-56.png) + +## Accuracy and Quality + +### Improved PDF detection for running OCR + +**Our v25.6.100 update further enhanced OCR redlines on scanned PDFs** thanks to an updated Tungsten Automate configuration (powered by OmniPage) that improves PDF recognition and performance. + +### Option to remove table-change layout bubbles in tracked changes + +Lawyers and legal teams can now **export cleaner tracked-change documents** by enabling a new option (off by default and configured only by administrators) that automatically accepts table-layout changes, preventing empty revision balloons down the right-hand margin when printing to PDF. + +## Markup Configuration + +### Apply multiple text decorations to changes + +From v25.6.100, teams can **apply clearer, more flexible markup** by combining multiple text decorations—such as bold **and** underline—in a single schema, making key changes impossible to miss. The new options are available in the Redline settings menu under 'markup schema'.  + +![multiple markup text decorations.png](/images/draftable-legal/image-57.png) + +## Ease of use + +### New option to refresh comparisons + +Users can now **stay in flow when source files evolve**: a new **Refresh Comparison** command in Draftable's Comparison Viewer will rerun the comparison with any updated input files that have been synced to the user's DMS. This removes several clicks from rerunning comparison workflows and removes the need to context switch to the New Comparison Window.   + +![Rerun compares.png](/images/draftable-legal/image-58.png) + +### Switch profiles easily from the Comparison Viewer + +Reviewers **trial different markup rules on the fly** by switching Redline Profiles from the Viewer ribbon—no need to rerun the comparison from scratch. + +![Switch profile.png](/images/draftable-legal/image-59.png) + +### New keyboard shortcuts + +Keyboard-centric users **move through changes faster** with the default Ctrl + ← / Ctrl + → shortcuts to move between changes in the Comparison Viewer. Users are also provided with other keyboard shortcut options which can be adjusted in the Settings menu. + +![Keyboard shortcuts.png](/images/draftable-legal/image-60.png) + +## Integration Functions + +### 1-Click Compare attachments from Outlook + +Draftable Legal’s **Outlook Add-In** now supports **1-Click Compare** for email attachments. This enhancement allows lawyers to immediately run redlines on incoming or outgoing files without needing to download and launch Draftable separately, streamlining inbox-based workflows. + +![1-Click Compare in outlook.png](/images/draftable-legal/image-61.png) + +### Support reloading locally saved files via the Word Add-In + +The **Draftable Word Add-In** now supports the ability to load locally-saved changes made to files retrieved from either **iManage** or **NetDocuments**. When a user opens a DMS file and saves changes locally (i.e. without syncing changes to their DMS), Draftable will identify those locally saved changes and include them when loading via the Draftable Word Add-In. This removes the need to 'save and sync' changes back to a DMS to run a comparison, enabling more flexible comparison workflows across editing sessions. + +![Word add in.png](/images/draftable-legal/image-62.png) + +## Administrator features + +### Improved detection of MSI failures + +IT teams can avoid stalled **roll outs** after performance tuning of the MSI installer to allow detection potential looped processes at start-up and prompt users with clearer recovery steps. + +## Bug Fixes + +As with all updates, our June 2025 release series included important fixes for issues reported by our customers. Specific bugs addressed in these updates are: + +- **System tray tooltip now displays correctly**, restoring visibility of Draftable’s running status +- **Malformed LISTNUM instructions** are now handled gracefully, preventing failures when comparing Word documents with broken list structures +- **Comparison stability has improved** by resolving errors caused by nested and complex field instructions during document serialization +- **Redline in Email now works when the HTTP Listener** **runs** as a Windows Service. +- **NetDocuments: “Save as attachment” and document-origin detection** issues resolved. +- **Restored ability to export Redline outputs to DOCX** from the Next Action menu. +- **“Export logs” troubleshooting command now completes** successfully. +- **“Select Version” now loads the correct older / newer side**. +- **Punctuation now exports correctly** in CSV Change Reports. +- **Cached header/footer numbering cleared** before comparison, ensuring accurate page-number redlines. +- **Moved-text notes and tags appear** in Departures Tables. +- **Text emphasis styles render correctly** on Summary pages and comments. +- **PowerPoint redlines now show moved objects and changes** in non-standard bullet lists. + +If you are ever experiencing issues in Draftable, please contact [support@draftable.com](mailto:support@draftable.com) for further assistance. \ No newline at end of file diff --git a/hc/en-us/articles/48547678896537-Make-Keep-Source-Formatting-the-default-paste-option-in-Outlook-for-your-Redline-in-Outlook-workflow.mdx b/hc/en-us/articles/48547678896537-Make-Keep-Source-Formatting-the-default-paste-option-in-Outlook-for-your-Redline-in-Outlook-workflow.mdx new file mode 100644 index 0000000..c219b59 --- /dev/null +++ b/hc/en-us/articles/48547678896537-Make-Keep-Source-Formatting-the-default-paste-option-in-Outlook-for-your-Redline-in-Outlook-workflow.mdx @@ -0,0 +1,100 @@ +--- +title: "Make “Keep Source Formatting” the default paste option in Outlook (for your Redline in Outlook workflow)" +description: "As part of the new Redline in Outlook feature, when you copy Draftable redlined content into a new email, pasting as plain text removes the coloured insertions, deletions, and comments, making it impossible for recipients to see your changes." +--- + + +Follow the steps below to set **Keep Source Formatting** (also called **Paste with Source Formatting**) as the default paste behaviour in Outlook, so your redline markup is always preserved. + +## 1\. Outlook for Windows (classic) + + + +**Open a blank message** and click **File,** and then **Options**. + + ![](/images/using-draftable-default-paste-option/image-1.png) + + + +Select **Mail,** and then under the section **Compose messages,** select **Editor Options**.  + + ![](/images/using-draftable-default-paste-option/image-2.png) + + Once the Editor options page opens, navigate to the **Advanced** tab.  + + ![](/images/using-draftable-default-paste-option/image-3.png) + + + +Scroll to **Cut, copy, and paste**. + + +For each scenario, choose **Keep Source Formatting** from the drop-down list: + - **Within the same email** + - **Pasting between emails** + - **Pasting between emails when style definitions conflict** + - **Pasting from other programs** + + ![](/images/using-draftable-default-paste-option/image-4.png) + + + +Make sure **Show Paste Options button when content is pasted** remains ticked (this lets you override the default if needed). + + +Click **OK** on all windows to save. + + + +Outlook will now retain all Draftable markup whenever you paste. + +## 2\. Outlook for Windows (New Outlook) + + + +Navigate to the top of New Outlook to the settings icon, which is depicted as a gear below, and click it.  + + + ![](/images/using-draftable-default-paste-option/image-5.png) + + + +This will open your settings menu as depicted below  + + ![](/images/using-draftable-default-paste-option/image-6.png) + + + +Select the **Mail** option on the left-hand side, and then select the **Compose and reply** option. The below window should match what your seeing: + + ![](/images/using-draftable-default-paste-option/image-7.png) + + + +In the **Compose and reply** section, scroll down to the **Cut, copy and paste** section and ensure that **Keep source formatting** is selected for both drop-down menu options.  + + ![](/images/using-draftable-default-paste-option/image-8.png) + + + +Click **Save** on all windows to save. + + +New Outlook will now retain all Draftable markup whenever you paste. + + + + +## 3\. Administrator options to enforce via Group Policy  + +If your organisation manages Office settings centrally: + +- Deploy the **Office ADMX** templates. +- Navigate to **User Configuration ► Administrative Templates ► Microsoft Outlook ► Outlook Options ► Editor Options ► Advanced ► Cut, copy, and paste**. +- Pre-set each dropdown to **Keep Source Formatting (like seen above but for Group Policy)**, then deploy the policy or configuration profile. + +This ensures every user inherits the correct setting without manual steps. + +## Need more help? + +If you still can’t retain Draftable markup when emailing, contact **support@draftable.com** with screenshots of your Outlook settings section as shown above, included in the email, and we’ll be happy to assist. diff --git a/hc/en-us/articles/49539873315353-Verifying-Draftable-Legal-licence-activation-across-user-machines.mdx b/hc/en-us/articles/49539873315353-Verifying-Draftable-Legal-licence-activation-across-user-machines.mdx new file mode 100644 index 0000000..4235bfd --- /dev/null +++ b/hc/en-us/articles/49539873315353-Verifying-Draftable-Legal-licence-activation-across-user-machines.mdx @@ -0,0 +1,124 @@ +--- +title: "Verifying Draftable Legal licence activation across user machines" +description: "Draftable Legal stores a tiny piece of licence data locally the first time a user activates the product." +--- + + +Because no per-user telemetry is sent to Draftable, and a centralised administrator portal for license and usage monitoring does not exist for Draftable, the Windows Registry is the most reliable way for administrators to confirm whether **this** workstation (and account/user) is already activated. + +This article explains: + +- **Where to look** in the Registry for both per-user and machine-wide installs. +- **What each value means** (activated vs not-yet-activated). +- A ready-to-run **PowerShell script** that can audit one PC, or many PCs by reading those keys remotely. + + +### How Draftable decides which key to read + +When Draftable starts, it first checks the current user hive (**HKCU**). +If the required value is **not** present, it falls back to the machine-wide hive (**HKLM)**. + +**Machine-wide note:** all system-scope keys live under +`HKLM\Software\Policies\Draftable` rather than `HKLM\Software\Draftable`. + + +### Registry locations and meanings + +| Installer scope | Hive & path | Value name | Meaning | +| :-------------- | :---------- | :--------- | :------ | +| Per-user (Default EXE / MSI) | `HKCU\Software\Draftable\Compare` | `ActivatedProductKey` | Present ⇒ this profile **is activated** | +| Per-user (Default EXE / MSI) | `HKCU\Software\Draftable\Compare` | `ProductKey` | Present but **ActivatedProductKey missing** ⇒ user *has not activated yet* | +| Machine-wide MSI | `HKLM\Software\Policies\Draftable\Compare` | Same two value names as above | Same meaning, but applies to **all** users on the device | + +**Example screenshot of a user who has Draftable activated** + + +![](/images/draftable-legal/image-215.png) + + +The `ProductKey` entry is also where administrators can pre-set a licence before first launch. + + +### Manual, one-off check + + + **Win + R →** `regedit` + + + Browse to the relevant path from the table above. + + + Look for `ActivatedProductKey` (activated) or only `ProductKey` (not yet activated). + + +### Automated audit with PowerShell + +Save this as `Check-DraftableActivation.ps1` and run it in an elevated PowerShell window. +It defaults to the local machine; add `-ComputerName` to scan remote PCs (requires the **Remote Registry** service). + +```powershell expandable +<# + Check-DraftableActivation.ps1 + Purpose: List Draftable licence status for one or more computers. + Usage: + .\Check-DraftableActivation.ps1 # local machine + .\Check-DraftableActivation.ps1 -ComputerName PC01,PC02 +#> + +param( + [string[]]$ComputerName = $env:COMPUTERNAME +) + +function Get-DraftableStatus { + param($Computer) + + # Open HKU (per-user hives) on the target + $reg = [Microsoft.Win32.RegistryKey]::OpenRemoteBaseKey( + [Microsoft.Win32.RegistryHive]::Users, $Computer) + + foreach ($sid in $reg.GetSubKeyNames()) { + $sub = $reg.OpenSubKey("$sid\Software\Draftable\Compare") + if (-not $sub) { continue } + + $activated = $sub.GetValue('ActivatedProductKey',$null) + $pending = $sub.GetValue('ProductKey',$null) + + [pscustomobject]@{ + Computer = $Computer + UserSID = $sid + Activated = [bool]$activated + ProductKey = $activated ?? $pending + } + } +} + +$results = $ComputerName | ForEach-Object { Get-DraftableStatus $_ } +$results | Format-Table -AutoSize +``` + +**What the script does** + +- Enumerates each profile under **HKU**. +- Reports `Activated = True` if `ActivatedProductKey` exists; otherwise `False`. +- Works locally or remotely (requires network connectivity and permissions). +- Pipe the last line to `Export-Csv` for a spreadsheet-friendly report: + +```powershell +$results | Export-Csv .\DraftableActivationAudit.csv -NoTypeInformation +``` + + +### Troubleshooting + +| Symptom | Likely cause | Fix | +| :------ | :----------- | :-- | +| No keys found for a user | Draftable has never been launched under that profile | Ask user to open Draftable once, or pre-seed a ProductKey | +| Neither HKCU nor HKLM keys exist | App installed but never run, or incorrect installer path | Verify correct installer (per-user vs machine-wide) | +| Remote script returns access errors | Remote Registry service disabled or insufficient rights | Start the service or run with elevated domain credentials | + + +### Next steps or further questions? + +- Use the PowerShell script to audit your users' activation status, and make changes to the code for easier automation where required. +- Pair this check with Draftable’s [Group Policy templates](/hc/en-us/articles/28666057117721-Draftable-Legal-Group-Policy-Template-Files) to automate licence rollout and other settings. +- Still have questions? Contact **support@draftable.com** — centralised usage telemetry is on our roadmap and feedback is welcome. \ No newline at end of file diff --git a/hc/en-us/articles/49881837628313-Release-Notes-Draftable-Legal-August-2025-v25-8-0.mdx b/hc/en-us/articles/49881837628313-Release-Notes-Draftable-Legal-August-2025-v25-8-0.mdx new file mode 100644 index 0000000..231f4a6 --- /dev/null +++ b/hc/en-us/articles/49881837628313-Release-Notes-Draftable-Legal-August-2025-v25-8-0.mdx @@ -0,0 +1,148 @@ +--- +title: "Release Notes: Draftable Legal August 2025 (v25.8.0)" +description: "We’re excited to share the August release of Draftable Legal (v25.8.0), delivering a major redesign of the application interface, new comparison output formats, and deeper integrations with leading document management and productivity tools. This release also includes improvements to OCR reliability, text recognition in complex elements, and fixes to several reported issues." +--- + +Here’s a quick overview of the five improvements that matter most: + +- **Save time and reduce screen clutter with the single workspace window** using tabs to consolidate new comparisons, progress bars, comparison views and the settings menu. +- **Remove dependency on COM add-ins by using Draftable's new JS Outlook add-in** to compare attachments, email text, or run 1-Click Compare workflows +- **Get to outputs faster by selecting** **Changes Pages Only (PDF)** **and** **Departures Table** **as Comparison Types** without opening the Draftable Comparison Viewer. +- **Improve comparison reliability with** **refined OCR handling** and better detection of text in tables and shapes. +- **Increase stability with fixes for long filenames, TXT-to-PDF wrapping, empty document handling, and more**. + +**_But first, a note from our product team_** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the August 2025 release to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + +## Core Functionality + +### Redesigned user interface + +Running comparisons is faster, more intuitive, and less cluttered than ever with a redesigned interface. Draftable now sits within a single window with tabs, consolidating all previous windows (new comparison, progress bar, comparison viewer, settings) into a single view. + +Users can run multiple new comparisons at once by opening new 'tabs'. When completed, comparisons are viewed inside of tabs making it easier to switch between multiple redlines. Taking design cues from modern web browsers, users will find the new experience familiar and easy to work with right out of the box. Specific changes included in the update are: + +- A single window now merges the **New Comparison**, **Comparison Viewer**, **Settings**, and **Progress Bar**. +- **Tabbed comparisons** replace multiple floating windows, reducing screen clutter. +- Users can start new comparisons in a **new tab** for faster multitasking (and run multiple single pair comparisons at once outside of 'bulk compare mode'). +- **Modern rounded corners** and **larger fonts/icons** improve readability and navigation. + + + + +### New comparison output options + +Users can spend less time in unnecessary workflow steps ('clicks') by directly opening or exporting Changed Pages Only or Departures Table output types (previously only available via export from the viewer). This allows lawyers to review and share key documents more efficiently. Specific details of the output types and changes in v25.8.0 are below: + +- **Changes Pages Only (PDF):** This generates an output showing only the changed (redlined) pages. It is now available as a Comparison Type (when running a comparison), and in **1-Click Compare workflows** and **Bulk Compare mode**. +- **Departures Table:** This is an table document output showing each changed clause in a redline, with changes shown in the context of the whole clause text. It is now available directly from the **Comparison Type menu** and as a **1-Click Compare option**. + + ![Comparison type menu.png](/images/draftable-legal/image-51.png) + + +The 'Departures Table' and 'Redline - Changes Pages Only in PDF' outputs are now available in the 'Comparison Type' menu, as well as in the 1-Click Compare workflow settings and as a Bulk Compare output + +## Accuracy & Quality + +### Smarter OCR handling + +Reviewing scanned or partially machine-readable documents is now much less hassle. Draftable's Tungsten OmniPage OCR engine in now triggers more consistently in **‘auto’ mode** when documents contain both digital text and scanned content. This means lawyers do not need to manually switch OCR mode to 'always' when comparing documents with scanned sections. + +### Better recognition of structured elements + +Complex documents with embedded tables and textboxes can now be reviewed with greater accuracy. Updates to the comparison algorithm ensure that content inside `****` **elements** is correctly captured in the redline. + +### Improved comparison quality - less false positives + +Reviews are now clearer and less cluttered, letting fee earners focus on substantive changes. New logic for **mixed numbering and text detection** minimizes unnecessary markups when documents contain structured numbering. + +## Ease of Use + +Users can now rely on Draftable to make smarter decisions about file order and layout preferences. + +### Smart ordering for non-DMS input files (Preview Feature) + +Non-DMS files are now automatically sorted into older/newer order based on metadata such as filenames (e.g. if including reference to version numbers) or file modification or creation dates. This reduces the need for file order switching when comparing non-DMS documents. The feature is currently released as a 'Preview' only. To access this feature contact your account representative or email [product@draftable.com](mailto:product@draftable.com). + + +![Smart File Ordering setting.png](/images/draftable-legal/image-52.png) + + +### Remember Summary Panel view setting + +The Viewer now remembers the **expanded or collapsed state** of the summary panel when switching between Redline and Three-Pane views. This removes a frustration from users when toggling between view settings. + + +![Summary bar in viewer.png](/images/draftable-legal/image-53.png) + + + +## Integration Functions + +### Outlook + +#### File loading, text loading and 1-Click Compare in modern JS add-in + +Comparing documents directly from Outlook is now possible without VSTO / COM add in technology, reducing reliance on legacy components. The new **Draftable** **JS Outlook add-in** **v1.1.21** ([see here for update instructions](/hc/en-us/articles/46382047949977-Configuring-Redline-in-Email-Outlook-with-Draftable)) now supports **file loading, text loading, and 1-Click commands**. This means organizations will be able to remove the legacy Draftable Outlook COM add-in by upgrading to the Outlook JS add-in v1.1.21 or later. + + +Draftable is currently building more JS add ins for Word (coming next month), Excel and PowerPoint (by end of October) to remove dependency on COM technology. + + + +![Outlook add in.png](/images/draftable-legal/image-54.png) + + + +#### Redline in Email updates + +The v1.1.21 Outlook add-in also updated Redline in Email functionality to: + +- Support improved image caching +- Fix an error when comparing edits to tables in emails +- Fix an error when list items contain breaks +- Update add-in name to "Draftable" from "Redline" +- Optimize long running compare tasks + +### iManage + +iManage users can continue to rely on drag-and-drop workflows with support for the **latest Drag & Drop API** in the updated iManage SDK. This ensures compatibility with current and upcoming versions of iManage without disruption. For customers on-premise who may not yet have upgraded iManage, drag & drop in Draftable will remain backwards compatible. + +### Epona + +Teams using Epona gain greater control over how comparisons interact with subversions. A new option allows users to decide how **Compare Latest** processes sub-versioned files, providing flexibility in version management. + +## Administrator Features + +IT administrators can now diagnose issues more effectively with a new **Troubleshooting setting**. Enabling extra logging from CEF provides greater visibility into underlying processes when resolving errors. + + +![troubleshooting log CEF setting.png](/images/draftable-legal/image-55.png) + + + + +## Bug Fixes + +This release includes multiple fixes to improve reliability and stability: + +- Corrected text wrapping when converting **.txt files to PDF**. +- Fixed handling of invalid **listnum fields**. +- Resolved issue where **NetDocsEchoPrefix** registry value was not normalized, causing domain-profile paths to fail. +- Fixed **Summary page style** not updating when switching Viewer profiles. +- Corrected **zip corruption** caused by empty XML parts. +- Fixed issue when **unhiding unchanged pages** in the Viewer. +- Resolved “unknown error” when opening, saving, or emailing **Excel PDF redlines**. +- Fixed **Word Add-in hanging** when opening completely empty documents. +- Resolved **Changes Report errors** with long filenames. + +If you are ever experiencing issues in Draftable Legal, please contact **support@draftable.com** for further assistance. diff --git a/hc/en-us/articles/49898032588569-Accessing-Draftable-s-Compliance-Security-Documentation.mdx b/hc/en-us/articles/49898032588569-Accessing-Draftable-s-Compliance-Security-Documentation.mdx new file mode 100644 index 0000000..482c18c --- /dev/null +++ b/hc/en-us/articles/49898032588569-Accessing-Draftable-s-Compliance-Security-Documentation.mdx @@ -0,0 +1,51 @@ +--- +title: "Accessing Draftable’s Compliance & Security Documentation" +description: "This article explains where customers and reviewers can find Draftable’s latest compliance, privacy, and security information, and what you can expect to see there." +--- + +## Where to go + +Open our Trust Center: [https://trust.affinda.com/](https://trust.affinda.com/) + + +![](/images/image-11.png) + + +> The Trust Center is the single source of truth for Draftable (Affinda Group) security and compliance information. + + +## What you’ll find there + +- **Certifications & posture** + - Affinda/Draftable is **ISO 27001 certified** + - Affinda/Draftable is also **SOC 2 Type 1 certified** + - Overview of our security controls, including **encryption in transit and at rest**, **annual third-party penetration testing**, **proactive monitoring**, **MFA**, and **AWS-hosted infrastructure**. +- **Policies & legal documents** + - Links to **Privacy Policy**, **Website Terms**, and **Product Terms** are provided alongside security information. +- **Security & compliance overview**  + - Our Platform and Security pages also point you to the Trust Center for details. + +## How to access specific artifacts + + + +Go to the Trust Center: https://trust.affinda.com/ + + +Browse the sections for the item you need (e.g., certifications, policies, security practices) + + +Most documents are marked as **restricted**, the Trust Center will prompt you to request access with your work email and your information. Follow the on-screen steps to submit your request. + + + +## Who is this for? + +- Prospective or existing customers completing security reviews +- Procurement and legal teams assessing data protection and resilience +- Technical stakeholders needing hosting, encryption, and testing information + + +## Need help? + +If you have trouble accessing the Trust Center or can’t find a specific document, contact our support team at [support@draftable.com](mailto:support@draftable.com) and we’ll assist you. \ No newline at end of file diff --git a/hc/en-us/articles/49898180105881-Looking-for-Affinda.mdx b/hc/en-us/articles/49898180105881-Looking-for-Affinda.mdx new file mode 100644 index 0000000..bfc5c81 --- /dev/null +++ b/hc/en-us/articles/49898180105881-Looking-for-Affinda.mdx @@ -0,0 +1,23 @@ +--- +title: "Looking for Affinda?" +description: "If you’ve landed on the Draftable Help Center but were actually looking for **Affinda**, you’re in the right family, just the wrong help site. Affinda is Draftable’s sister company and focuses on AI-powered document processing (e.g., invoice extraction, resume parsing, and custom Document parsing)." +--- + + +## Go to Affinda + + + +product overview, pricing, and demos + + +how-to guides, API docs, and product updates + + +sales & support inquiries + + + +## Still need Draftable help? + +If you’re here for Draftable Legal or Draftable Desktop (document comparison/redlining), keep browsing our knowledge base or email [support@draftable.com](mailto:support@draftable.com) and our team will point you in the right direction. \ No newline at end of file diff --git a/hc/en-us/articles/51117494938777-Retrieve-export-logs-from-API-Self-Hosted-v3.mdx b/hc/en-us/articles/51117494938777-Retrieve-export-logs-from-API-Self-Hosted-v3.mdx new file mode 100644 index 0000000..e7ff6d5 --- /dev/null +++ b/hc/en-us/articles/51117494938777-Retrieve-export-logs-from-API-Self-Hosted-v3.mdx @@ -0,0 +1,167 @@ +--- +title: "Retrieve & export logs from API Self-Hosted v3" +description: "This article shows how to view and export logs for your **API Self-Hosted v3** stack from the console. It covers per-service log streaming, time-range filters, and simple export recipes for Linux/macOS and Windows." +--- + + +![](/images/image-1.png) + + +## Before you start + +- Open a terminal **in the directory containing your** `**docker-compose.yml**`. +- Ensure Docker Desktop / Docker Engine is running. +- If you’re unsure of service names, run: +```bash +docker compose config --services +``` + or to see what’s running: +```bash +docker compose ps +``` + +## Service names you can target + +Use any of the following service names in place of `api` in the examples below: + +```bash +db +rabbitmq +redis +celery_beat +celery_worker +converter +web_init +web +compare +server +``` + +## Stream live logs (follow mode) + +Stream logs for a specific service: + +```bash +docker compose logs -f web +``` + +Press **Ctrl+C** to stop following. + +**Common filters** + +```bash +# Only the last 200 lines +docker compose logs --tail=200 web + +# Since a relative time window (e.g., last 2 hours) +docker compose logs --since=2h web + +# Since/until absolute timestamps (ISO 8601) +docker compose logs --since="2025-09-30T01:00:00" --until="2025-09-30T03:00:00" web + +# Include timestamps in each line +docker compose logs -f --timestamps web +``` + +**All services at once** + +```bash +docker compose logs -f +``` + +## Export logs to files (Linux/macOS) + +**Entire history (can be large):** + +```bash +docker compose logs web > web.log +``` + +**Recent logs with timestamps (recommended for support):** + +```bash +docker compose logs --since=24h --timestamps web > "web-$(date +%Y%m%d-%H%M).log" +``` + +**Compress for sharing:** + +```bash +gzip -9 web-*.log +# produces e.g. web-20250930-1042.log.gz +``` + +**Stream & save simultaneously:** + +```bash +docker compose logs -f --since=30m --timestamps web | tee "web-live-$(date +%Y%m%d-%H%M).log" +``` + +## Export logs for **all services** (copy/paste) + +### Linux/macOS + +```bash +services=(db rabbitmq redis celery_beat celery_worker converter web_init web compare server) +stamp=$(date +%Y%m%d-%H%M) + +for s in "${services[@]}"; do + docker compose logs --since=24h --timestamps "$s" > "${s}-${stamp}.log" +done + +tar -czf "api-selfhosted-logs-${stamp}.tar.gz" *-"${stamp}".log +``` + +## Per-container logs (scaled services) + +If a service is scaled (e.g., `web` has multiple replicas), you can export each container’s logs: + +```bash +# List running containers and their service +docker compose ps + +# Export per-container (replace with actual container name, e.g., stack_web_1) +docker logs --since=24h --timestamps stack_web_1 > stack_web_1.log +``` + + +Container names are typically `__`. For ad-hoc viewing, `docker compose logs ` is simpler; for per-instance analysis, use `docker logs `. + + +## What should I collect for Support? + +When requested, please provide: + +1. The `.log`, `.tar.gz`, or `.zip` files you created above (ideally limited with `--since` and/or `--tail`). +2. The **time window** during which the issue occurred. +3. The **service name(s)** involved (e.g., `web`, `compare`, `server`). +4. Any noteworthy steps just before the issue (deploy, restart, config change, etc.). + +## Troubleshooting tips + +- **Keep it concise:** Use `--since` (e.g., `2h`, `24h`) and `--tail` to reduce noise and file size. +- **Timestamps help:** Add `--timestamps` so lines can be correlated across services. +- **Startup issues:** Check `web_init` and `server` first; they often surface misconfigurations early. +- **Dependencies:** If the app looks healthy but jobs stall, review `celery_worker` and `celery_beat`. For connectivity or persistence problems, check `db`, `redis`, and `rabbitmq`. +- **Redaction:** Logs may contain URLs or IDs. Skim before sharing externally. + +## FAQ + + + +Yes. `docker compose` resolves services from the `docker-compose.yml` in the current directory (or use `--file` to point to the correct one). + + +`docker compose logs` prints plain text from the Docker log driver. If your services emit JSON lines, they’ll appear as such. For structured querying, consider a central log stack (e.g., Loki/ELK) in addition to these ad-hoc exports. + + +Narrow with `--since`, `--until`, and `--tail`. For example: + +```bash +docker compose logs --since=90m --tail=1000 --timestamps web > web-window.log +``` + + + +Get in touch with our support team at [support@draftable.com](mailto:support@draftable.com) and we will do our best to help you. + + \ No newline at end of file diff --git a/hc/en-us/articles/51126397213337-Release-Notes-Draftable-Legal-September-2025-v25-9-Series.mdx b/hc/en-us/articles/51126397213337-Release-Notes-Draftable-Legal-September-2025-v25-9-Series.mdx new file mode 100644 index 0000000..d36b445 --- /dev/null +++ b/hc/en-us/articles/51126397213337-Release-Notes-Draftable-Legal-September-2025-v25-9-Series.mdx @@ -0,0 +1,131 @@ +--- +title: "Release Notes: Draftable Legal – September 2025 (v25.9 Series)" +description: "The September 2025 releases of Draftable Legal (v25.9.0 through v25.9.300) deliver key performance, usability, and accuracy enhancements across core workflows. Customers can expect faster comparison speeds, broader language support, and more reliable document handling particularly when working with SharePoint, iManage, and complex markup scenarios." +--- + +Here’s a quick summary of the five most impactful improvements: + +- **Work faster with PDFs and short documents** thanks to a new **Preview Mode** that speeds up comparisons for smaller files, and a new Draftable PDF to DOCX conversion engine for PDF input files +- **Use Draftable in your native language** with new support for 10 international languages in the interface +- **Easily load files via drag and drop** by resizing the new Draftable window to 1/4 of a laptop screen +- **Clean up version lists in SharePoint** by displaying **only major versions** when selecting files +- **Enforce settings across filetypes** with Group Policy for Profiles now supporting Excel and PowerPoint + +Let's explore these in more detail. + +**_But first, a note from our product team_** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the September 2025 release to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:[product@draftable.com). + + +## Performance + +### Faster comparisons on shorter documents with new Preview setting + +Draftable has always been optimized for comparing **large, complex documents** (30+ pages). Our comparison engine prepares all output formats (PDF, Redline in DOCX, Tracked Changes, side-by-side view) up front so you don’t have to rerun comparisons. But for **shorter documents** (1–30 pages), this upfront work can feel slower than necessary. + +With version **25.9.0**, we introduced a new processing architecture called **Worker Thread Mode,** which is designed to speed up comparisons for short (up to 30 page) documents. This has been released as a **Preview feature** as it is stable for most cases, but may encounter edge-case errors. We'll be finalizing its implementation across our product suite in early 2026. + +To access this preview setting, please contact your Account Executive or reach out directly to [product@draftable.com](mailto:product@draftable.com). + + +![Preview feature worker threader speed.png](/images/draftable-legal/image-48.png) + + +### Improved speed and reliability of PDF comparisons + +PDF files are often a source of frustration when running comparisons. They take longer to compare and are more likely to result in errors. The 25.9.300 update included a new "Draftable Engine" option for "PDF to DOCX conversion". This new engine is faster and more reliable than the previous default Word engine, and should mean faster PDF comparisons with 25% less 'unable to compare' errors. This setting was previously available as a preview while we undertook quality assurance testing, but is now available to all users in the "General" settings tab. In some cases, users may notice this new Draftable Engine also improves layout preservation and text recognition in redline comparisons. + + +![Draftable PDF to DOCX conversion engine.png](/images/draftable-legal/image-49.png) + + +### Smoother workflows for Redline in Email + +Early feedback on our new Redline in Email add in showed that while lawyers are loving the ability to accept / reject changes, they were running into limits when trying to generate 'clean' emails to share with clients or external parties. Our "Redline in Email" outlook add in v1.1.23 update changed how we handle images in emails to reduce the likelihood of seeing popups limiting new 'clean' email creation. + +This change improves reliability when sharing comparisons directly from Draftable. + +## Ease of Use + +### Use Draftable in your language of choice + +Firms operating in multilingual regions can now use Draftable Legal in their preferred language. The user interface now supports French, German, Spanish, Portuguese, Swedish, Dutch, Japanese, Polish & Tagalog. + +Language settings can be adjusted via the **General** tab in Settings. + + + + +The language for all Draftable Add Ins remains English. Support for foreign language in Draftable Add-ins will be added in future updates. + + +### Enhanced window resizing for drag and drop + +After feedback on the user interface design changes in our 25.8.0 release, we have updated Draftable support a smaller **minimum window resizing**. This allows users to snap Draftable into a quarter-screen view and is ideal for drag and drop workflows on laptops or smaller monitors. We also fixed a bug fix in v25.9.300 to ensure Draftable **remembers the last window size**, meaning users should not need to adjust the window sizing each time they launch Draftable. + + + + +## Integration Functions + +### SharePoint: Show only major versions + +A new setting allows customers using SharePoint to **filter out minor versions** when browsing document history. This helps users avoid clutter and reduces the risk of accidentally comparing or saving to an unintended version. + + +![SharePoint hide minor versions.png](/images/draftable-legal/image-50.png) + + +### SharePoint: search and performance improvements + +Search operations in SharePoint have been optimized to deliver results more quickly especially in large libraries or when selecting files via the new file picker interface. + +## Administrator Features + +### Lock profile settings across Office formats + +Administrators can now **enforce redline profile settings across Word, Excel, and PowerPoint** by locking configurations via Group Policy or Windows Registry. This improves consistency across file types and helps firms standardize output formatting across file types. + +### New telemetry data for file sources and window sizing + +Two new telemetry settings have been added to improve visibility into user workflows and assist with product improvements: + +- **Source of loaded files** (e.g. Local, DMS, SharePoint) +- **User window resizing actions** + +These logs are captured by Draftable by default (unless telemetry is turned off by your organization) and used to help identify future improvements for our product. All data is anonymized and Draftable does not capture information which can identify users or document content. To learn more about our Telemetry, visit [Product Telemetry](/hc/en-us/articles/34620487450265-Product-Telemetry). + +## Bug Fixes + +- Fixed **"Compare with Latest"** command appearing on local files instead of only DMS-managed files +- Resolved **SharePoint 'Compare with Latest' path issue** affecting NetDocuments domain-profile folders +- Fixed bug where **more than 5 files emailed** from Draftable would trigger an error +- Corrected installation issue for **Draftable Excel Add-in via MSI** +- Fixed issues with **file selection in iManage via Word Add-in** +- Multiple fixes for **“unable to compare” errors** caused by document-specific edge cases +- Fixed layout issue when resizing the comparison tab +- Cleaned up **Normal.dotm** context menu entries to eliminate unnecessary prompts +- Fixed **tab detachment** issue breaking original window workflow +- Fixed text decoration settings not clearing correctly +- Corrected classification issues in **table edits** and **moved text alignment** +- Fixed false positives in **numbered lists** caused by bookmarks interfering with the revision acceptor +- Fixed **Word Add-in parsing errors** for files containing ampersands (&) +- Fixed failure to compare when encountering invalid Unicode codepoints +- Fixed telemetry logging issue where original file type was not captured + +If you ever need help troubleshooting issues with Draftable, please reach out to support@draftable.com. diff --git a/hc/en-us/articles/51133475373465-API-Self-Hosted-v3-Quick-Start-Guide.mdx b/hc/en-us/articles/51133475373465-API-Self-Hosted-v3-Quick-Start-Guide.mdx new file mode 100644 index 0000000..e904fc5 --- /dev/null +++ b/hc/en-us/articles/51133475373465-API-Self-Hosted-v3-Quick-Start-Guide.mdx @@ -0,0 +1,123 @@ +--- +title: "API Self Hosted v3 – Quick Start Guide" +description: "This guide will help you set up and run API Self Hosted v3 in a Docker-based environment. Follow the steps below to get up and running in minutes." +--- + +## Pre-requisites + +### Software + +Before you begin, make sure you have the following installed on your Linux server: + +- A Linux distribution that supports Docker (or equivalent container runtime) +- Docker is installed and running +- Docker Compose plugin installed + +### Hardware + +Your server should meet the following minimum requirements: + +- **Processor**: 4 cores running at 2.5 GHz (Intel Xeon 8000 series or better) +- **Memory**: 8 GB RAM minimum +- **Storage**: 20 GB free disk space + +## Configuration Files + +You can find the Docker Compose file and a sample `.ENV` configuration file at our GitHub repository: + + + +## Initial Deployment + + + + On your Linux server, create a dedicated folder that contains your `.ENV` file and the Docker Compose file. Adjust the settings in the `.ENV` file to suit your use case. + + + **Note:** You can pre-configure your product key in the `.ENV` file. + Example: + ```bash + DRAFTABLE_PRODUCT_KEY=XXXXX-XXXXX-XXXXX-XXXXX-XXXXX + ``` + + + + First ensure you are currently operating within the directory where the compose file and .ENV exists.  + ```bash + cd /location_of_your_directory + ``` + Run the following command from inside your deployment folder: + ```bash + docker compose up + ``` + + +Add the `-d` flag if you want to run the container in the background: + ```bash + docker compose up -d + ``` + + + Open your browser and navigate to the HTTPS address you configured in your `.ENV` and Compose files. + + Example: + + ![](/images/image-2.png) + + + + + On first launch, you will be prompted to create an Administrator account. + + + ![](/images/image-3.png) + +
+ + ![](/images/image-4.png) + + + + After creating your account, log in with the Administrator credentials.  + + + ![](/images/image-5.png) + +
+ You now have full UI access to the container. + + + ![](/images/image-6.png) + + + + + Navigate to **Account Settings** within the Administrator portal to view your API credentials.  + + + ![](/images/image-7.png) + + + With these credentials, you can now start using the API. + + ![](/images/image-8.png) + + + + Use the Administrator portal to modify user accounts, update settings, and manage your deployment. Selecting the **Account settings** of the user you wish to configure will open the Django administration page. + + + ![](/images/image-9.png) + + + Here you can configure the settings for the user account. These settings impact things like file size limitations, UI configuration and default values with comparison UI.  + + ![](/images/image-10.png) + + + + ✅ You are now ready to use API Self Hosted v3! If you are having any issues deploying or problems related to the new image version, please get in touch at [support@draftable.com](mailto:support@draftable.com). + + + +✅ You are now ready to use API Self Hosted v3! If you are having any issues deploying or problems related to the new image version, please get in touch at [support@draftable.com](mailto:support@draftable.com). \ No newline at end of file diff --git a/hc/en-us/articles/51141426113049-Draftable-API-Self-Hosted-v3-Docker-Compose-Guide.mdx b/hc/en-us/articles/51141426113049-Draftable-API-Self-Hosted-v3-Docker-Compose-Guide.mdx new file mode 100644 index 0000000..9a721fb --- /dev/null +++ b/hc/en-us/articles/51141426113049-Draftable-API-Self-Hosted-v3-Docker-Compose-Guide.mdx @@ -0,0 +1,429 @@ +--- +title: "Draftable API Self Hosted v3 Docker Compose Guide" +description: "This is a guide for the Docker Compose file used in the API Self Hosted v3 image." +--- + + + + + + + + + + + + + + + + + + +## Web server + +### `SERVER_DNS` + +- **Type**: String +- **Default**: (empty) +- **Example**: `draftable.yourcompany.com` + +Primary domain name for the server. Used for configuring the load balancer to serve requests SSL certificate validation and virtual host configuration. + +### `TLS_CERT` + +- **Type**: String (Base64 or file path) +- **Default**: (empty)) + +SSL/TLS certificate content (Base64 encoded) or path to certificate file. + +### `TLS_KEY` + +- **Type**: String (Base64 or file path) +- **Default**: (empty) + +SSL/TLS private key content (Base64 encoded) or path to private key file. + +### `TLS_CA_CHAIN` + +- **Type**: String (Base64 or file path) +- **Default**: (empty) + +SSL/TLS certificate authority chain (Base64 encoded) or path to CA chain file. + +## Licensing + +### `DRAFTABLE_PRODUCT_KEY` + +- **Type**: String +- **Default**: (empty) + +Product key for automatic activation of Draftable API Self-hosted. If left empty, the product key can be entered in the web administration interface. + +## Compare API + +### `COMPARE_WORKERS_COUNT` + +- **Type**: Integer +- **Default**: `1` +- **Valid Range**: 1 - 10 + +Number of comparison worker containers. + +### `COMPARE_API_ACCOUNT_SIGNUP_ENABLED` + +- **Type**: Boolean +- **Default**: `true` + +Allow users to create accounts through self-registration. + +### `COMPARE_API_SOURCE_URL_ALLOW_HTTP` + +- **Type**: Boolean +- **Default**: `false` + +Allow HTTP URLs in the `source_url` parameter of comparison requests. + +### `COMPARE_API_SOURCE_URL_ALLOW_PRIVATE_IP` + +- **Type**: Boolean +- **Default**: `false` + +Allow private IP addresses in the `source_url` parameter of comparison requests. + +## Application security + +### `DJANGO_SECRET_KEY` + +- **Mandatory setting** +- **Type**: String +- **Default**: (empty) + +Secret key used for cryptographic signing by web containers. A random alphanumeric value of at least 64 characters is recommended. The secret key can be changed at any time, however, doing so will invalidate all existing login sessions forcing all users to login again. + +### `ALLOWED_HOSTS` + +- **Type**: List +- **Default**: Value of `SERVER_DNS` +- **Example**: `draftable.yourcompany.com, www.draftable.yourcompany.com` + +List of hosts and domains which the application is permitted to serve. By default, the value of `SERVER_DNS` is automatically used. + +### `REQUIRE_HTTPS` + +- **Type**: Boolean +- **Default**: `true` + +Require all web requests and responses be served over HTTPS. When enabled, any HTTP requests will be redirected to the equivalent HTTPS URL. See also the configuration of the [`X-Forwarded-Proto` HTTP header](#x-forwarded-proto). + +### `SESSION_COOKIE_AGE` + +- **Type**: Integer +- **Default**: `86400` +- **Valid Values**: >= 0 + +Duration for which a session cookie (login session) is valid. The value is provided in seconds with the default of `86400` equal to one day. + +### `SESSION_COOKIE_SAMESITE` + +- **Type**: String +- **Default**: `Lax` +- **Valid Values**: `Strict`, `Lax`, `None`, (empty) + +Value for the `SameSite` attribute of session cookies. Consult general online documentation for the behaviours set by the `Strict`, `Lax`, and `None` values. Setting an empty string will result in omitting the `SameSite` attribute from session cookies, which on modern web browsers is typically equivalent to the `Lax` setting. + +## File storage + +### `FILE_STORAGE_TYPE` + +- **Type**: String +- **Default**: `local` +- **Valid Values**: `local`, `s3` + +Storage provider to use for storing uploaded documents and resulting comparison data. + +- `local` + Data is made directly accessible to Draftable containers through the container filesystem. When using the default Docker Compose configuration a Docker volume will be created and mounted into all Draftable containers. Using a Docker volume is not generally compatible with deployments where Draftable containers span multiple servers as the underlying volume will typically not be accessible across discrete hosts. +- `s3` + Data is stored in AWS S3 buckets. This storage option is highly scalable and permits usage of Draftable containers across multiple servers due to the separation of the storage backed from compute. The AWS S3 buckets must be configured in advance. Please reach out to Draftable support for details. + +### `DRAFTABLE_API_FILE_STORAGE_ROOT` + +- **Type**: String +- **Default**: `/srv/draftable/data` + +Path at which the comparison data will be mounted in Draftable containers when using the `local` storage type. Changing the default is not recommended unless directed by Draftable support for specific advanced scenarios. + + + +**To enable S3 storage, the 2 environment variables must be set below:** + +### `S3_STORAGE_BUCKET` + +\- **Type**: String +\- **Default**: (empty). + +Name of the bucket to use. The bucket must be configured with Cross-origin resource sharing (CORS). Below is a minimal JSON example: + +```bash +[ + { + "AllowedHeaders": [ + "*" + ], + "AllowedMethods": [ + "GET" + ], + "AllowedOrigins": [ + "*" + ], + "ExposeHeaders": [] + } +] +``` + +### `AWS_REGION` + +\- **Type**: String +\- **Default**: (empty) + +AWS region name. Must match the region of the bucket. + +`AWS_ACCESS_KEY_ID, AWS_SECRET_ACCESS_KEY` + +AWS Credentials. The user/role used to access the bucket requires the following permissions to the bucket: + +s3:ListBucket, s3:GetObject, s3:PutObject, s3:DeleteObject + +Example IAM policy: + +```bash +{ +    "Version": "2012-10-17", +    "Statement": [ +        { +            "Sid": "ListBucket", +            "Effect": "Allow", +            "Action": [ +                "s3:ListBucket" +            ], +            "Resource": "arn:aws:s3:::bucket-name" +        }, +        { +            "Sid": "ReadWriteObjects", +            "Effect": "Allow", +            "Action": [ +                "s3:PutObject", +                "s3:GetObject", +                "s3:DeleteObject" +            ], +            "Resource": "arn:aws:s3:::bucket-name/*" +        } +    ] +} +``` + +## HTTP headers + +### Cross-Origin Resource Sharing (CORS) + +#### `CORS_ENABLED` + +- **Type**: Boolean +- **Default**: `false` + +Enable including CORS headers in API Self-hosted responses to HTTP(S) requests. + +#### `CORS_ALLOWED_ORIGINS` + +- **Type**: List +- **Default**: (empty)) +- **Example**: `https://app.yourcompany.com, https://api.yourcompany.com` + +List of origins permitted to make cross-origin requests. + +#### `CORS_ALLOWED_ORIGIN_REGEXES` + +- **Type**: List +- **Default**: (empty) +- **Example**: `https://.*\.yourcompany\.com` + +List of regular expression patterns for which matches are permitted to make cross-origin requests. + +#### `CORS_ALLOW_ALL_ORIGINS` + +- **Type**: Boolean +- **Default**: `false` + +Permit requests from any origin. Enabling this behaviour can be a security risk and should be carefully evaluated. + +### Cross-Site Request Forgery (CSRF) protection + +#### `CSRF_COOKIE_SAMESITE` + +- **Type**: String +- **Default**: `Strict` +- **Valid Values**: `Strict`, `Lax`, `None`, (empty) + +Value for the `SameSite` attribute of CSRF cookies. Consult general online documentation for the behaviours set by the `Strict`, `Lax`, and `None` values. Setting an empty string will result in omitting the `SameSite` attribute from CSRF cookies, which on modern web browsers is typically equivalent to the `Lax` setting. + +### HTTP Strict Transport Security (HSTS) + +#### `SECURE_HSTS_SECONDS` + +- **Type**: Integer +- **Default**: `0` +- **Valid Values**: >= 0 + +Number of seconds for which the HSTS policy will be enforced when received by a web browser. The configured value is set in the `max-age` attribute of the HSTS header. The default of zero disables the HSTS header, while for production deployments a value of two years (`63072000`) is recommended. + +#### `SECURE_HSTS_INCLUDE_SUBDOMAINS` + +- **Type**: Boolean +- **Default**: `false` + +Enables applying the HSTS policy to all subdomains of the API Self-hosted domain. When enabled, sets the `includeSubDomains` attribute in the HSTS header. + +#### `SECURE_HSTS_PRELOAD` + +- **Type**: Boolean +- **Default**: `false` +- **Required**: Optional + +Enables inclusion of the HSTS policy in the [preload list](https://hstspreload.org/) maintained by Google. When enabled, sets the `preload` attribute in the HSTS header, indicating that the API Self-hosted domain may be included in the preload list, which is used by all major web browsers. To take effect the `SECURE_HSTS_SECONDS` value must be at least one year (`31536000`) and `SECURE_HSTS_INCLUDE_SUBDOMAINS` must be enabled. + +There are additional requirements for inclusion in the preload list; see the [submission requirements](https://hstspreload.org/#submission-requirements) for full details. + +### `X-Forwarded-Proto` + +#### `SECURE_PROXY_SSL_HEADER_ENABLED` + +- **Type**: Boolean +- **Default**: `true` + +Enables setting the `X-Forwarded-Proto` header on requests sent from the load balancer to web containers and configures the API Self-hosted application to respect the header. + +If HTTPS support is enabled via the `REQUIRE_HTTPS` setting (the default) then the `X-Forwarded-Proto` header will be implicitly enabled irrespective of the value of this setting. + +#### `SECURE_PROXY_SSL_HEADER_NAME` + +- **Type**: String +- **Default**: `HTTP_X_FORWARDED_PROTO` + +The name of the header used to communicate the protocol used by the client which originated the request. + +#### `SECURE_PROXY_SSL_HEADER_VALUE` + +- **Type**: String +- **Default**: `https` + +The value of the header which indicates that the originating client request is secure. + +## Logging + +Configuration of logging functionality and minimum logging severity levels of components. Changing logging severity levels from the defaults is not recommended unless directed by Draftable support. + +### `CONSOLE_LOG_LEVEL` + +- **Type**: String +- **Default**: `WARNING` +- **Valid Values**: `CRITICAL`, `ERROR`, `WARNING`, `INFO`, `DEBUG` + +Minimum severity level for outputting logs to the console. + +### `AWS_LOG_LEVEL` + +- **Type**: String +- **Default**: `INFO` +- **Valid Values**: `CRITICAL`, `ERROR`, `WARNING`, `INFO`, `DEBUG` + +Minimum severity level for logs from Amazon Web Services (AWS) libraries. + +### `CELERY_LOG_LEVEL` + +- **Type**: String +- **Default**: `INFO` +- **Valid Values**: `CRITICAL`, `ERROR`, `WARNING`, `INFO`, `DEBUG` + +Minimum severity level for logs from the Celery distributed task queue. + +### `DJANGO_LOG_LEVEL` + +- **Type**: String +- **Default**: `INFO` +- **Valid Values**: `CRITICAL`, `ERROR`, `WARNING`, `INFO`, `DEBUG` + +Minimum severity level for logs from the Django web application framework. + +### `DRAFTABLE_LOG_LEVEL` + +- **Type**: String +- **Default**: `INFO` +- **Valid Values**: `CRITICAL`, `ERROR`, `WARNING`, `INFO`, `DEBUG` + +Minimum severity level for logs from Draftable components. + +### `GUNICORN_LOG_LEVEL` + +- **Type**: String +- **Default**: `INFO` +- **Valid Values**: `CRITICAL`, `ERROR`, `WARNING`, `INFO`, `DEBUG` + +Minimum severity level for logs from the Gunicorn WSGI HTTP server. + +### `MISC_LOG_LEVEL` + +- **Type**: String +- **Default**: `INFO` +- **Valid Values**: `CRITICAL`, `ERROR`, `WARNING`, `INFO`, `DEBUG` + +Minimum severity level for logs from components not covered by a specific `LOG_LEVEL` setting. + +### `CONSOLE_LOG_TIMESTAMP_ENABLED` + +- **Type**: Boolean +- **Default**: `true` + +Prepend a timestamp for logs output to the console. When collecting console logs via a log aggregation system that adds its own timestamps to the processed events you may wish to disable this behaviour to avoid duplication of timestamps. \ No newline at end of file diff --git a/hc/en-us/articles/51498434438553-Understanding-Draftable-Legal-vs-Draftable-Business.mdx b/hc/en-us/articles/51498434438553-Understanding-Draftable-Legal-vs-Draftable-Business.mdx new file mode 100644 index 0000000..4fc57a5 --- /dev/null +++ b/hc/en-us/articles/51498434438553-Understanding-Draftable-Legal-vs-Draftable-Business.mdx @@ -0,0 +1,81 @@ +--- +title: "Understanding Draftable Legal vs Draftable Business" +description: "This article explains the key differences between **Draftable Legal** and **Draftable Business**, along with the pricing options available." +--- + +## Draftable Legal + +**Draftable Legal** is built specifically for legal professionals and teams who need fast, reliable document comparison with advanced tools for redlining and document management system (DMS) integrations. + +### Key features + +- Designed for **legal workflows** with Redline comparisons and markup control +- Integrates with leading DMS solutions such as **iManage**, **NetDocuments**, **SharePoint**, and **Worldox** +- Advanced **comparison options** including three-pane view, Change List reports, tagging, and notes +- Customization via **Group Policy** and **enterprise deployment support** +- Enhanced **security and compliance** features for law firms and corporate legal teams + +### Pricing + +Draftable Legal is available via an **annual subscription** with pricing tailored to your firm’s size and deployment requirements. +To receive a custom quote or request a demo, visit the [**Draftable Legal Pricing Page**](https://www.draftable.com/pricing). + +**Licensing options:** + +- **Single-user licenses** for individual professionals +- **Team licenses** for small to medium law firms +- **Enterprise licenses** with centralized management, DMS integrations, and volume discounts + +For enterprise environments, Draftable Legal can also be deployed using **machine-wide or per-user MSI installers** and managed centrally via **Group Policy** or the **Windows registry** (see [Enterprise Deployment Options](/hc/en-us/articles/18763487262105-Configuring-settings-with-Group-Policy-Draftable-Legal)). + +## Draftable Business + +**Draftable Business** is designed for general business users and enterprise teams that need powerful, accurate document comparison without the specialized legal features of Draftable Legal. + +### Key features + +- Compare **Word, PDF, PowerPoint, and Excel** files with precision +- Side-by-side and overlay (Redline) comparison modes +- Easy-to-use interface for professionals across all industries +- Integrates with local and cloud storage solutions +- Available for both **Windows and macOS** + +### Pricing + +Draftable Business is offered as a **per-user annual subscription**. +You can view the latest pricing or start a free trial from the [**Draftable Business Pricing Page**](https://www.draftable.com/pricing). + +**Licensing options:** + +- **Business (Single-User)** – Ideal for individual professionals or small teams +- **Business (Enterprise)** – Includes centralized deployment, priority support, and volume-based pricing + +## Comparing Draftable Legal and Draftable Business + +| Feature | Draftable Legal | Draftable Business | +| :--- | :--- | :--- | +| Designed for | Legal professionals | General business users | +| Comparison modes | Redline, Side-by-Side, Track Changes | Side-by-Side | +| DMS integrations | iManage, NetDocuments, SharePoint, Worldox | N/A | +| Enterprise deployment | Yes (MSI, Group Policy, Intune support) | Yes (MSI installers) | +| Add-ins | Word & Outlook, ExcelA dd-ins, Redline in Email | Word Add-in, Outlook | +| Customization & profiles | Redline Profiles, Group Policy | Application-level settings | + +## How to Get Started + +1. Visit the [**Draftable Pricing Page**](https://www.draftable.com/pricing). +2. Choose between **Draftable Business** or **Draftable Legal** based on your needs. +3. Request a **demo** or **custom quote** for your organization. +4. Download and install your selected version of Draftable to begin your free trial. + +### Need more help? + +If you’re unsure which product is right for you or would like assistance with enterprise licensing, contact our support team at **support@draftable.com**. + +For deployment and configuration details, see: + + + + + + \ No newline at end of file diff --git a/hc/en-us/articles/51552545500569-Understanding-and-Using-the-Departures-Table.mdx b/hc/en-us/articles/51552545500569-Understanding-and-Using-the-Departures-Table.mdx new file mode 100644 index 0000000..53801f4 --- /dev/null +++ b/hc/en-us/articles/51552545500569-Understanding-and-Using-the-Departures-Table.mdx @@ -0,0 +1,171 @@ +--- +title: "Understanding and Using the Departures Table" +description: "The **Departures Table** (also known as an **Issues List**) is a new export option available in the **Redline comparison viewer** within Draftable Legal. This feature allows users to automatically generate a summarized table of key document changes, organized by clause, directly from their comparison results.

This export provides a concise, clause-based summary of the differences between two versions of a document, helping legal teams to quickly identify and discuss departures during contract negotiations." +--- + + + +![](/images/using-draftable-departures-table/image-1.png) + + +## What is a Departures Table? + +The **Departures Table** output is a Microsoft Word document that lists all detected changes within a comparison, grouped under their relevant **clause or subclause headings** (e.g., “Clause 4(a)”). Each clause section contains: + +- The **clause reference number and heading** +- The **full clause text** with redline markup showing insertions and deletions +- Optionally, additional formatting and content based on your organization’s Word template + +This allows users to easily see how each clause has changed in context, without needing to manually extract and summarize changes from the full redline. + +See the example below, here is the content from the first page of an example Redline:  + + +![](/images/using-draftable-departures-table/image-2.png) + + + +![](/images/using-draftable-departures-table/image-3.png) + +The equivalent departures table output looks like this: + + + +![](/images/using-draftable-departures-table/image-4.png) + + +Note the columns that are created for this table to make it easy to review and share with other team members. + + +1. Departure ID: Is the ID number of the change +2. Reference: Is the reference clause where the change was located +3. Proposed Departure: Is the departure (change) identified +4. Review notes: Is an example text field that users can collaborate on between team members +5. Commercial impact: Is another example text field that users can collaborate on between team members + +The departure table itself is based on a editable template which can be curated to your teams needs, read further below for more information.   + +## Key Benefits + +- **Faster review:** Eliminate the manual process of compiling clause-by-clause changes into a departures or issues list. +- **Improved collaboration:** Ideal for negotiation tables or internal review meetings. +- **Customizable templates:** Firms can apply their own **Word template** to standardize branding and structure. +- **Works with existing workflows:** Export the Departures Table through the same export options you already use in Draftable Legal. + +## Exporting a Departures Table + +You can export a Departures Table from any **Redline comparison** using any of the **export** **menu** options. + +### Creating a Departures table as a file + + + + - Load your two documents in the **New Comparison** window. + - Select **Redline in Draftable** as your comparison type. + - Click **Compare**. + + + - In the comparison viewer, access export options in either **Open, Save or Email** from the top ribbon menu. All of these include the Departures Table option.  + + + ![](/images/using-draftable-departures-table/image-5.png) + + + + - Choose **Export Departures Table** from the available export options. + + + ![](/images/using-draftable-departures-table/image-6.png) + + - By clicking the 'pen' icon, you can curate your departures table export, like changing the name of the file directly or changing what type of changes are included in the table. + + + ![](/images/using-draftable-departures-table/image-7.png) + + You have options to include **all changes** found in the Redline in the departures table, or only ones that match the change filter set within the comparison viewer.  + + Once you have finished configuring your table, hit either Save, Open or Email, depending on the export workflow you are following at the bottom of the export window. + + + ![](/images/using-draftable-departures-table/image-8.png) + + + + - If you want only **specific** changes to be shown in your departures table, prior to creating the table ensure you have set filters in the change-list section (right-hand side of the Redline viewer) to curate the changes you want to be viewed in both the comparison and the departures table. + + + ![](/images/using-draftable-departures-table/image-9.png) + + - Once you have done this, you can proceed with the departures table export workflow. + + + + +### Creating a Departures table within an email body + + + + - Load your two documents in the **New Comparison** window. + - Select **Redline in Draftable** as your comparison type. + - Click **Compare**. + + + - In the comparison viewer, access the **Email** export options from the top ribbon menu. + + + ![](/images/using-draftable-departures-table/image-10.png) + + + + - Choose **Export Departures Table** from the available export options. Clicking the 'pen' icon, you can reveal the 'Format' option, switch this to **Email Body.** + + + ![](/images/using-draftable-departures-table/image-11.png) + + - Hit 'Email' to finish creating the table at the bottom of the export window. + + ![](/images/using-draftable-departures-table/image-12.png) + + - Note that the departures table is now included in your email: + + ![](/images/using-draftable-departures-table/image-13.png) + + + + +## Customising the Departures Table Template + +Draftable Legal supports Word-based templating for Departures Tables, allowing firms to enforce consistent branding and document structure. + +To set up a custom Departures Table template: + + + + Create a standard **Word (.dotx)** file with your desired headers, footers, and table structure. + + + Configure placeholder styles and formatting for clause headings and redline content. + + + Distribute the template to your users or define it centrally via **Group Policy** or shared configuration. + + + +We have a dedicated knowledge base article on how to do this process, see here: [/hc/en-us/articles/46349329328281-How-to-configure-a-custom-Departures-Table-template](/hc/en-us/articles/46349329328281-How-to-configure-a-custom-Departures-Table-template) + +## Frequently Asked Questions + + + +No. Departures Tables are currently available only for **Redline** comparison types. + + +Not at this time. Support for Bulk Compare Departures Tables is under consideration for a future release. + + +Yes. The Departures Table supports fully customizable Word templates to match your firm’s branding and structure, see the link above for configuraiton.  + + +If you require assistance setting up, using or configuring the Departures Table, please contact **support@draftable.com** for guidance. + + diff --git a/hc/en-us/articles/51727897426841-Configuring-Multiple-iManage-Tenancies-in-Draftable-Legal.mdx b/hc/en-us/articles/51727897426841-Configuring-Multiple-iManage-Tenancies-in-Draftable-Legal.mdx new file mode 100644 index 0000000..fdcb710 --- /dev/null +++ b/hc/en-us/articles/51727897426841-Configuring-Multiple-iManage-Tenancies-in-Draftable-Legal.mdx @@ -0,0 +1,144 @@ +--- +title: "Configuring Multiple iManage Tenancies in Draftable Legal" +description: "Draftable Legal now supports **multiple iManage tenancies** within the application. This feature enables organizations that work across multiple iManage environments, such as different firms, clients, or practice areas to seamlessly connect and switch between them directly inside Draftable Legal." +--- + +This update introduces the ability to **configure and manage multiple iManage tenancies both within the Draftable Legal application and via Group Policy** for enterprise administrators. + + +### What are multiple iManage tenancies? + +An iManage tenancy (also referred to as an iManage "environment" or "instance") represents a unique deployment of iManage Cloud or On-Premise. Organizations often have multiple tenancies for different business units, regions, or clients. + +Previously, Draftable Legal supported integration with a **single iManage tenancy** at a time. With this update, users and administrators will be able to **add, label, and connect to multiple tenancies** from within the application, making it simple to compare and save documents from multiple environments without needing to log out. + + +### Configuring iManage Tenancies in Draftable Legal (In-App) + +End users can manage their iManage tenancies from within the Draftable Legal interface. + + + - Right-click the Draftable Legal icon in the Windows taskbar and select **Settings**. + **(The taskbar is located at the bottom-right of your screen.)** + + + - Under **Integrations**, locate the **iManage** section. + + + ![](/images/using-draftable-legal-with-iManage/image-112.png) + + + + - Click on the arrow icon on the **Manage endpoint** section in the iManage settings + + + ![](/images/using-draftable-legal-with-iManage/image-113.png) + + - To add multiple tenancies, first enter the tenancy name and then add the custom URL (for example, "Firm Main Cloud", then "https://customdomain.com"). + + + ![](/images/using-draftable-legal-with-iManage/image-114.png) + + You can test the connection to ensure that the domain is correct, and then save it to add it to your tenancy list. + + + ![](/images/using-draftable-legal-with-iManage/image-115.png) + + + + - Click **connect** once you've selected the tenancy you want to connect to. + - Follow the prompts to sign in to iManage and authorise Draftable Legal. + - Once complete, your tenancy will display as **Connected**. + + + - Within the Integrations tab, toggle between connected tenancies using the drop-down list. + + + ![](/images/using-draftable-legal-with-iManage/image-116.png) + + - Draftable Legal will remember your last active tenancy. + + + + +### Configuring iManage Tenancies via Group Policy (For Administrators) + +For enterprise environments, administrators can configure multiple iManage tenancies via **Group Policy (GPO)**, allowing deployment across all users in a domain. + +This feature uses an updated **administrative template (ADMX/ADML)** included with the next release of Draftable Legal. + +There is only one group policy item that needs configuring for this, which is **iManage endpoints (CSV).** + + +![](/images/using-draftable-legal-with-iManage/image-117.png) + + +To configure this field, ensure you provide valid URLs, separated by a ";" and a space. For example: + +```bash +https://draftable.com; https://newcompany.com; https://test_domain.com +``` + + +**Note:** The first URL provided will be the default one that is selected by Draftable. + + + +### Configuring iManage Tenancies via Group Policy (For Administrators) + +If group policy is not an option for configuring + +```bash +Current user key location: HKEY_CURRENT_USER\Software\Policies\Draftable\Feature +Local Machine key location: HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Draftable\Feature +Value name: ImanageEndpointsCsvPolicy +Value type: REG_SZ +Value data: +``` + +The `` value is the same as group policy, you set URLs separated by a ";" and a space. For example: + +```bash +https://draftable.com; https://newcompany.com; https://test_domain.com +``` + + +**Note:** The first URL provided will be the default one that is selected by Draftable. + + +### Notes for Administrators + +- If using **Microsoft Intune**, you can import the latest Draftable Legal ADMX templates to deploy tenancy configurations cloud-wide. +- Group Policy configurations take precedence over user-defined settings. +- For troubleshooting, ensure that the steps followed for iManage configuration were correctly done (depending on whether your setup is for on-premise or cloud). + + +### Related Articles + + + + + + + +### Need Help? + +If you require assistance configuring multiple iManage tenancies or Group Policy templates, contact our support team at **support@draftable.com**. \ No newline at end of file diff --git a/hc/en-us/articles/51764565990425-Configuring-Draftable-for-Office.mdx b/hc/en-us/articles/51764565990425-Configuring-Draftable-for-Office.mdx new file mode 100644 index 0000000..fe3a51f --- /dev/null +++ b/hc/en-us/articles/51764565990425-Configuring-Draftable-for-Office.mdx @@ -0,0 +1,8 @@ +--- +title: "Configuring Draftable for Office" +description: "Draftable's in Office is a Microsoft Outlook Add-in that enables users to run Draftable comparisons directly from Word. By deploying this add-in across your Microsoft 365 organization, you empower your users to use efficient workflows with Draftable from Word. " +--- + +import DraftableForOffice from '/snippets/Configuring-Draftable-for-Office.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/51764565990426-Configuring-Draftable-for-Office.mdx b/hc/en-us/articles/51764565990426-Configuring-Draftable-for-Office.mdx new file mode 100644 index 0000000..fe3a51f --- /dev/null +++ b/hc/en-us/articles/51764565990426-Configuring-Draftable-for-Office.mdx @@ -0,0 +1,8 @@ +--- +title: "Configuring Draftable for Office" +description: "Draftable's in Office is a Microsoft Outlook Add-in that enables users to run Draftable comparisons directly from Word. By deploying this add-in across your Microsoft 365 organization, you empower your users to use efficient workflows with Draftable from Word. " +--- + +import DraftableForOffice from '/snippets/Configuring-Draftable-for-Office.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/51787242705817-Using-Draftable-for-Office.mdx b/hc/en-us/articles/51787242705817-Using-Draftable-for-Office.mdx new file mode 100644 index 0000000..fc674c7 --- /dev/null +++ b/hc/en-us/articles/51787242705817-Using-Draftable-for-Office.mdx @@ -0,0 +1,8 @@ +--- +title: "Using Draftable for Office" +description: "**Draftable in Office** is a modern Word add-in that brings Draftable’s powerful document comparison functionality directly into Microsoft Word, Excel and PowerPoint.

This feature enables users to perform comparisons, manage versions, and review results — all within Microsoft's familiar Office interface. This article details the workflow using Microsoft Word, Excel and PowerPoint workflow documentation and examples are pending." +--- + +import DraftableForOffice from '/snippets/Using-Draftable-for-Office.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/51787242705818-Using-Draftable-for-Office.mdx b/hc/en-us/articles/51787242705818-Using-Draftable-for-Office.mdx new file mode 100644 index 0000000..fc674c7 --- /dev/null +++ b/hc/en-us/articles/51787242705818-Using-Draftable-for-Office.mdx @@ -0,0 +1,8 @@ +--- +title: "Using Draftable for Office" +description: "**Draftable in Office** is a modern Word add-in that brings Draftable’s powerful document comparison functionality directly into Microsoft Word, Excel and PowerPoint.

This feature enables users to perform comparisons, manage versions, and review results — all within Microsoft's familiar Office interface. This article details the workflow using Microsoft Word, Excel and PowerPoint workflow documentation and examples are pending." +--- + +import DraftableForOffice from '/snippets/Using-Draftable-for-Office.mdx'; + + \ No newline at end of file diff --git a/hc/en-us/articles/51788481256985-Configure-an-Organisation-Identifier-Group-Policy-Registry.mdx b/hc/en-us/articles/51788481256985-Configure-an-Organisation-Identifier-Group-Policy-Registry.mdx new file mode 100644 index 0000000..a7b0357 --- /dev/null +++ b/hc/en-us/articles/51788481256985-Configure-an-Organisation-Identifier-Group-Policy-Registry.mdx @@ -0,0 +1,79 @@ +--- +title: "Configure an Organisation Identifier (Group Policy/Registry)" +description: "This article is intended for IT administrators using Group Policy to configure Draftable Legal." +--- + + +The **Configure an Organisation Identifier** policy setting allows organizations to include a unique identifier with all telemetry data sent from Draftable Legal. + + +## Overview + +The **Configure an Organisation Identifier** setting lets administrators specify a unique **organization identifier (GUID)** that will be included in all telemetry events generated by Draftable Legal. + +This identifier enables Draftable to associate telemetry data with your organization for reporting and analysis purposes. + +No user-level **personally identifiable information (PII)** is collected or transmitted. + +This policy is particularly useful for enterprise environments that require audit and reporting controls or where telemetry data is analyzed centrally. + + +## Group Policy Configuration + +Once the latest Draftable Legal administrative templates have been installed (pulled from Draftable Legal v25.9.000), the policy can be found under: + +```bash +User Configuration > Administrative Templates > Draftable > Feature +``` + +Policy Name: **Configure an Organisation Identifier** + +When enabled, this setting allows you to enter a **string identifier** that represents your organization. +The value entered here will be included in all telemetry events from Draftable Legal installations under this policy. + +**Policy options:** + +- **Not Configured / Disabled** – No organization identifier will be included in telemetry events. +- **Enabled** – Enter your organization's identifier string (GUID or text label) in the provided field. + + +![](/images/draftable-legal/image-220.png) + + + +## Registry Configuration + +This policy can also be configured directly in the Windows Registry if Group Policy is not used. + +**Registry path:** + +```bash +HKEY_CURRENT_USER\Software\Policies\Draftable\Feature +``` + +**Key name:** `OrganizationIdentifier` +**Key type:** `REG_SZ` +**Key value:** **(Your organization name or GUID)** + +For example: + +```bash +"OrganizationIdentifier"="ContosoLegalTeam" +``` + + +![](/images/draftable-legal/image-221.png) + + +Additionally, this can be placed in the machine-wide level path, which would be: + +```bash +HKEY_LOCAL_MACHINE\Software\Policies\Draftable\Feature +``` + + +## Notes + +- This policy only affects telemetry data used for diagnostic and product improvement purposes. +- Draftable does **not** collect or transmit any user-level personally identifiable information (PII). +- The identifier is for organizational grouping only and will not affect product functionality or licensing. \ No newline at end of file diff --git a/hc/en-us/articles/52148225931673-Draftable-Legal-October-2025-Updates-v25-10-series.mdx b/hc/en-us/articles/52148225931673-Draftable-Legal-October-2025-Updates-v25-10-series.mdx new file mode 100644 index 0000000..2709ef7 --- /dev/null +++ b/hc/en-us/articles/52148225931673-Draftable-Legal-October-2025-Updates-v25-10-series.mdx @@ -0,0 +1,131 @@ +--- +title: "Draftable Legal October 2025 Updates (v25.10 series)" +description: "The October 2025 updates to Draftable Legal (v25.10.x) introduced major improvements to preprocessing accuracy, email comparison workflows, Microsoft Office integrations, and administrator telemetry options. These releases also delivered critical bug fixes across Word, Excel, PowerPoint, and email redlines." +--- + + + +**Top 5 improvements in this update** + +- **Improved accuracy for PDF inputs** – comparisons using PDFs are now best-in-class quality thanks to upgraded PDF preprocessing via the Apryse conversion engine. +- **Future-proofed file selection from Microsoft Office** – load files directly from Word, Excel, or PowerPoint into Draftable using our new modern JavaScript add-in "Draftable for Office". +- **Faster email reviews** – Accept/Reject All commands added to streamline review of redlined emails in Outlook. +- **Greater visibility for IT teams** – optional organization-level telemetry tagging enables company usage reporting for administrators. +- **Multi-tenant** **iManage support** – improved configuration options for on-premise iManage and for multiple iManage tenants per user. + +Let's explore these in more detail. + +***But first, a note from our product team*** + +Our product improvements are the direct result of insights from our customers. We are extremely grateful for the excellent feedback we received which allowed the October 2025 release to be possible. + +If you have feature ideas or product performance feedback, we would love to hear from you. Please share any suggestions with us by contacting [product@draftable.com](mailto:product@draftable.com). + + +## New Features and Improvements + +### Core Functionality + +#### Improved accuracy and reliability on PDFs + +Hot off the heels from our PDF improvements in the [September 2025 updates](/hc/en-us/articles/51126397213337-Release-Notes-Draftable-Legal-September-2025-v25-9-Series), lawyers can now enjoy **more reliable comparisons when using PDF input files**, thanks to the addition of the **Apryse conversion engine for PDF to DOCX pre-processing**. This addition means lawyers using Draftable will have access to the best-in-class PDF comparison quality allowing them to accurately interpret changes to PDF files. The update also ensured the Apryse engine is set as the default for all organizations regardless of previous administrator configuration. + +#### Faster "Redline in Email" accept / reject workflows + +Our October updates provided a new version of Draftable's "Redline in Email" Outlook add in ([v1.1.26](/hc/en-us/articles/46382047949977-Configuring-Redline-in-Email-Outlook-with-Draftable)). This update included: + +- **A new** **Accept All / Reject All** option to allow reviewers to process email changes in bulk. +- **Enhanced baseline selection logic** to improve the accuracy of comparisons using “Compare against earlier email,” helping users avoid mismatched versions during redline creation. + +These updates simplify review workflows for lawyers redlining correspondence and client communication. + + +![Redline in Email accept all.png](/images/draftable-legal/image-43.png) + + +### Integration Functions + +#### Modern Microsoft Office add-in for file loading + +Draftable now provides a **modern JavaScript (JS) add-in** for file loading from Word, Excel, and PowerPoint. This one modern Office add in lets users **quickly load files into Draftable** and removes the dependency on our existing VSTO COM add ins. The add-in can be deployed via the following manifest link: +[https://dl.draftable.com/addins/office-simple/2.17.0.0/manifest.xml](https://dl.draftable.com/addins/office-simple/2.17.0.0/manifest.xml)The updated add-in works across desktop and web versions of MS Office, making it easier to integrate Draftable comparisons into day-to-day document workflows. + + +![JS Add in - Word.png](/images/draftable-legal/image-44.png) + + +Example of MS Word with new JS add in "Draftable in Office" file loading command on 'home' tab of ribbon menu + + +![JS Add in - Excel.png](/images/draftable-legal/image-45.png) + + +Example of MS Excel with new JS add in "Draftable in Office" file loading command on 'home' tab of ribbon menu + + +![JS Add in - PPT.png](/images/draftable-legal/image-46.png) + + +Example of MS PowerPoint with new JS add in "Draftable in Office" file loading command on 'home' tab of ribbon menu + +### Administrator Features + +#### iManage tenant switching and configuration updates + +For firms using on-premise iManage environments, Draftable now supports **easier switching between iManage tenants**. This is especially valuable for **global firms collaborating across multiple regions**. Updates include improvements to local configuration options and connection persistence between sessions. + +Administrators can configure the multiple iManage server URLs for end users via Group Policy, ensuring lawyers aren't brought into technical configuration workflows.  + + +![iManage configuration changes.png](/images/draftable-legal/image-47.png) + + +#### Opt-in usage data reporting via organization-level telemetry tagging + +Administrators can now choose to include an **organization-level GUID** in [telemetry data](/hc/en-us/articles/34620487450265-Product-Telemetry). This enables **tracking and reporting of Draftable usage** in customer organizations. Administrators can [opt-in to this system by adding the GUID via a registry setting change](/hc/en-us/articles/51788481256985-Configure-an-Organisation-Identifier-Group-Policy-Registry). Once enabled, requests can be made to [support@draftable.com](mailto:support@draftable.com) for usage data reports covering the following topics: + +- The number of unique comparisons +- Monthly, weekly or daily active users, +- Comparison reliability (success rates), +- Comparison speed (i.e. pages per second) +- Input document formats compared (e.g. PDF, Word, Excel, PPT, etc) +- Comparison Types used (e.g. Redline in Draftable, Tracked Changes in Word, Side by Side, etc) +- Product versions in use (e.g. v25.10.0) +- Adoption / usage of specific features such as Redline in Email, bulk compare, one click compare, departures table, etc. + +It’s important to note that Draftable **cannot report named users** as our system does not collect personally identifiable information (PII). In practice we can report the number of comparisons and usage frequency based on unique devices (i.e. computers) which we treat as a proxy for a unique ‘user’. + +Draftable is in the process of implementing a federated named user identity management system alongside a new web-based administrative portal. This will provide automated reporting out of the box for your team and is expected to be ready by mid 2026 alongside the release of our web version of Draftable Legal. + + +## Bug Fixes + +The October releases (25.10.0, 25.10.100, and 25.10.200) resolved several customer-reported issues: + +### Redline in Email + +- Fixed issue where **images caused errors in new Outlook** +- Resolved bug where the **“Change Baseline” button was unresponsive** +- Fixed redline corruption due to sentinel values in email formatting +- Fixed issue where **comparison results opened in the wrong tab** + +### Excel & PowerPoint + +- Resolved issue where Excel redlines produced **corrupt** `**.xlsx**` **outputs** +- Fixed PowerPoint redlines failing due to **unsupported gradient colors** +- Addressed layout issues caused by **table column handling errors** + +### File handling and UI + +- Fixed **filename collisions** when exporting redline files with similar names +- Prevented pre-processing errors caused by **invalid output types** +- Resolved bug where **numbering in RTF redlines was incorrect** +- Addressed dialog box text cutoff issues in the Draftable Viewer + +### Integrations + +- Resolved issue affecting **NetDocuments comparisons** triggered via Draftable Word Add-in when filenames contained special characters +- Fixed bug in **25.10.100** that caused **iManage tenant switching** to fail in some environments +- Fixed issue where **emailing redlines directly from Draftable** caused an error +- Fixed crash when **comparing text input vs text file** +- Fixed failure of **"copy" command** in Redline in Email feature diff --git a/hc/en-us/articles/52985002658841-Migrating-from-API-Self-Hosted-V2-to-V3.mdx b/hc/en-us/articles/52985002658841-Migrating-from-API-Self-Hosted-V2-to-V3.mdx new file mode 100644 index 0000000..365d41c --- /dev/null +++ b/hc/en-us/articles/52985002658841-Migrating-from-API-Self-Hosted-V2-to-V3.mdx @@ -0,0 +1,366 @@ +--- +title: "Migrating from API Self-Hosted V2 to V3" +description: "This guide covers migrating your existing Draftable API Self-Hosted V2 instance to V3. The migration process is designed for zero downtime, allowing both instances to run side-by-side during the transition. The entire process should take less than 30 minutes. " +--- + + +## What Gets Migrated + +The migration script transfers the following data from your V2 instance: + +- **PostgreSQL database** — Complete draftable database including all comparisons, user accounts, and settings +- **Application files** — All data stored in the /srv/draftable volume (config, data, fonts) +- **License** — Your existing product key is automatically activated in V3 + + + + + + + + + + + + + + + + + + + + + + + +## Prerequisites + +### Software Requirements + +- **Docker Engine**: Version 20.10 or higher +- **Docker Compose V2**: Must use docker compose command (not legacy docker-compose) +- **Bash shell**: Linux/macOS native +- **Windows**: Use WSL2 (recommended), Git Bash, or Cygwin + +**Note:** If you are not using **Docker** as part of your existing deployment, you may need to configure a V3 container from the ground up, as this migration process **only supports Docker.**  + +### Hardware Requirements + +- **Storage**: At least 2× your current V2 data size in free disk space +- **Memory**: 8 GB RAM minimum (same as V2 requirements) + +### Verify Your Environment + +Run these commands to confirm your setup meets the requirements: + +```bash +# Check Docker version (requires 20.10+) +docker --version + +# Check Compose version (requires v2.x.x) +docker compose version + +# Check available disk space +df -h +``` + +### Required Files + +Before proceeding, ensure you have: + +1. **V3 Docker Compose file** —Can be found here: [https://github.com/draftable/apish/tree/v3](https://github.com/draftable/apish/tree/v3) +2. **V3** .env file — Sample file can be found here: [https://github.com/draftable/apish/tree/v3](https://github.com/draftable/apish/tree/v3) +3. **Migration script** (migrate-data.sh) — Can be found here: [https://github.com/draftable/apish/tree/v3/v3\_migration](https://github.com/draftable/apish/tree/v3/v3_migration) + + +## Migration Overview + +The migration follows a side-by-side approach: + + +Start V3 instance on alternate ports **and on the same server/machine** as your V2 instance (V2 continues running normally) + + +Run migration script to copy database and files from V2 → V3 + + +Validate V3 instance with migrated data + + +Switch V3 to production ports and shut down V2 + + + +**Note:** Your V2 instance remains fully operational throughout the migration process until you explicitly switch over. + + +IMPORTANT: Treat your V2 instance as read-only during the migration process. Any new data created in V2 after the migration script starts (e.g., new comparisons, user changes) will NOT be transferred to V3. To avoid data loss, ensure all users stop making changes to the V2 instance before beginning the migration. + + +## Step 1: Prepare V3 Configuration + +Create or update your .env file for the V3 deployment: + +```bash +# Required variables +DB_USER=postgres +DB_PASS= +AMQP_USER=draftable +AMQP_PASSWORD= +DJANGO_SECRET_KEY= + +# Optional variables +# SERVER_DNS= +# TLS_CERT= +# TLS_KEY= +# TLS_CA_CHAIN= +# COMPARE_WORKERS_COUNT= +``` + +Place the V3 docker-compose.yml and .env file in a dedicated directory separate from your V2 deployment. + + +## Step 2: Start V3 on Alternate Ports + +Launch the V3 instance on custom ports to avoid conflicts with your running V2 instance. **Ensure that containers are running on the same machine**: + +```bash +HTTP_PORT=3080 HTTPS_PORT=3443 docker compose -f /path/to/v3/docker-compose.yml up -d +``` + +Verify V3 is running: + +```bash +# Check container status +docker compose -f /path/to/v3/docker-compose.yml ps + +# View logs +docker compose -f /path/to/v3/docker-compose.yml logs -f + +# Test accessibility +curl http://localhost:3080 +``` + +Confirm you can access the V3 instance at `` before proceeding. + + +## Step 3: Run Migration Script + +Execute the migration script, providing paths to both your V2 and V3 compose files: + +```bash +bash migrate-data.sh /path/to/v2/docker-compose.yml /path/to/v3/docker-compose.yml +``` + +### What the Script Does + +The migration script performs these operations automatically: + +1. **Export V2 database** — Uses pg\_dump to create a complete export of the draftable database +2. **Import to V3** — Loads the database dump into V3's PostgreSQL service +3. **Copy application files** — Transfers config, data, and fonts directories from V2 volume to V3 +4. **Apply schema updates** — Runs Django migrations to update the database schema for V3 +5. **Activate license** — Re-activates your product key in the V3 instance +6. **Verify migration** — Performs basic integrity checks + +### Migration Progress + +The script provides timestamped output for each step: + +```bash +========================================== + Data Copy: Old → New Instance +========================================== + +Configuration: + Old compose: /path/to/v2/docker-compose.yml + New compose: /path/to/v3/docker-compose.yml + +[12:34:56] ✓ Compose files found +[12:34:57] ✓ Old app volume: draftable_data +[12:34:58] ✓ New app volume: apish_app_data +... +========================================== +[12:45:12] ✓ Data Copy Complete! +========================================== +``` + + +## Step 4: Validate Migration + +Before switching over, thoroughly test the V3 instance: + +### Current State + +At this point, you have two instances running: + +- **V2**: Running on default ports ([https://](https://localhost/)localhost or your SERVER\_DNS) +- **V3**: Running on [http://](http://localhost:3080/)localhost[:3080](http://localhost:3080/) + +**Note:** localhost is in reference to the current domain/address of your container.  + +### Validation Checklist + +- \[ \] Log in with existing administrator credentials +- \[ \] Verify all existing comparisons are present and viewable +- \[ \] Confirm application files (documents) are accessible +- \[ \] Create a new test comparison to verify functionality +- \[ \] Check license status in the admin portal +- \[ \] Review any custom configurations or user accounts + + +**Important:** + +Do not proceed to the switchover step until you've confirmed V3 is working correctly with your migrated data. + + +## Step 5: Switch to V3 + +Once validation is complete, switch V3 to production: + +```bash +# Stop both instances +docker compose -f /path/to/v2/docker-compose.yml stop +docker compose -f /path/to/v3/docker-compose.yml stop + +# Start V3 on default ports +docker compose -f /path/to/v3/docker-compose.yml up -d +``` + +V3 is now running on the default ports. Access it at `` or your configured SERVER\_DNS. + + +## Cleanup + +After confirming V3 is stable in production: + +### Remove Temporary Migration Files + +```bash +rm -rf temp-migration-data/ +``` + +### Stop V2 Containers + +```bash +docker compose -f /path/to/v2/docker-compose.yml down +``` + +### Remove V2 Volumes (Optional) + +**Warning:** + +This action permanently deletes V2 data and cannot be undone. Only proceed after confirming V3 is fully operational. + + +```bash +# List volumes to identify V2 volumes +docker volume ls + +# Remove specific V2 volumes +docker volume rm +``` + + +## Troubleshooting + +### Migration Script Fails to Find Containers + +**Error:** Existing API instance not detected, are you sure it's running on this machine? + +Ensure your V2 instance is running: + +```bash +docker compose -f /path/to/v2/docker-compose.yml ps +``` + +### Volume Not Found + +**Error:** Old volume not found: `` + +The script auto-detects volumes from compose files. Verify your V2 instance has been started at least once and volumes exist: + +```bash +docker volume ls +``` + +### Database Import Errors + +Check the migration log file for details: + +```bash +cat temp-migration-data/migration.sql.log +``` + +### PostgreSQL Not Ready + +If the script times out waiting for PostgreSQL, ensure the V3 database service is healthy: + +```bash +docker compose -f /path/to/v3/docker-compose.yml ps pgsql +docker compose -f /path/to/v3/docker-compose.yml logs pgsql +``` + + +If you encounter issues not covered here, contact [support@draftable.com](mailto:support@draftable.com) with your migration logs and error output. \ No newline at end of file diff --git a/hc/en-us/articles/5526003315353-Installing-custom-certificates-onto-your-Self-hosted-instance.mdx b/hc/en-us/articles/5526003315353-Installing-custom-certificates-onto-your-Self-hosted-instance.mdx new file mode 100644 index 0000000..2c074ae --- /dev/null +++ b/hc/en-us/articles/5526003315353-Installing-custom-certificates-onto-your-Self-hosted-instance.mdx @@ -0,0 +1,85 @@ +--- +title: "Installing custom certificates onto your Self-hosted instance" +--- + +## Installing custom certificates on your instance + +The following instructions assume the API Self-hosted appliance is running and was launched using Docker Compose. However, the instructions can be adapted for most orchestration systems. An example Docker Compose configuration is published on GitHub to the official [Draftable API Self-hosted](https://github.com/draftable/apish) repository. + +## Prerequisites + +The following files should be configured and ready before the installation procedure begins.  + +- Custom certificate files which include a .crt and .key files respectively +- An instance that has already gone through the first time configuration +- An instance that has been configured using docker-compose (you cannot install custom certificates using docker run based instances) + +## Installation procedure + +The *custom.crt* and *custom.key* files refer to the custom TLS certificate and private-key respectively. The file names are not important, but it’s recommended to use the .crt and .key file extensions. If using different file names you should reflect this is the below instructions as appropriate. + +**Note:** Ensure you have versed yourself and are using docker compose for container start-up before you start this custom certificate installation process. + + +1. Determine the name of the running API Self-hosted container. Use command below: +```bash +docker ps +``` +2. Create the directory where the custom TLS certificate will be stored. Use command template below, remembering to change the \ field to the name of your instance: +```bash +docker exec -it mkdir -p /srv/draftable/config/certs /srv/draftable/config/private +``` +3. Copy the custom TLS certificate and private-key to the container. Use command template below, remembering to change the *\, custom.crt* and *custom.key* fields to the name of your instance, generated certificate and key names respectively: +```bash +docker cp /path/to/custom.crt :/srv/draftable/config/certs/custom.crt +docker cp /path/to/custom.key :/srv/draftable/config/private/custom.key +``` +4. Set the appropriate permissions on newly created directories and files. Use command template below, remembering to change the \, custom.crt and custom.key fields to the name of your instance, generated certificate and key names respectively: +```bash +docker exec -it chgrp -R ssl-cert /srv/draftable/config/private +docker exec -it chmod 0750 /srv/draftable/config/private +docker exec -it chmod 0640 /srv/draftable/config/private/custom.key +``` +5. Update your docker-compose.yml file with the following configuration: (Note if you are not using docker compose to run your containers, please see the attached documentation to how to setup and run your containers via docker compose) +```bash +version: '3.5' +services: + apish: + environment: + DRAFTABLE_APISH_NGINX: |- + nginx: + virtual_hosts: + draftable: + conf_settings: + ssl: + certificate: /srv/draftable/config/certs/custom.crt + private_key: /srv/draftable/config/private/custom.key + image: draftable/apish + ports: + - 80:80/tcp # HTTP + - 0.0.0.0:8443:443/tcp # HTTPS + volumes: + - draftable-apish:/srv/draftable + - /sys/fs/cgroup:/sys/fs/cgroup +volumes: + draftable-apish: +``` + + + **Note:** That the above snippet should be merged with the existing content of your Docker Compose file (or equivalent YAML configuration for your orchestration system). Attached to this article is an example of a docker compose.yml file. Click here for more information regarding the [docker-compose.yml file](/hc/en-us/articles/6140653011865-Understanding-the-docker-compose-yml-file-and-parameters-guide). + +6. For the changes to take effect, restart the container by using the docker compose down and up commands. Ensure you are currently in the directory where the docker compose YAML exists: +```bash +docker-compose down +``` +- Once the container has stopped, we run the up command +```bash +docker-compose up +``` + + + +593 Bytes + + + diff --git a/hc/en-us/articles/5526115029017-SSL-termination-configuration.mdx b/hc/en-us/articles/5526115029017-SSL-termination-configuration.mdx new file mode 100644 index 0000000..a2b0d22 --- /dev/null +++ b/hc/en-us/articles/5526115029017-SSL-termination-configuration.mdx @@ -0,0 +1,73 @@ +--- +title: "SSL termination configuration" +--- + +## Configuration via environment variables + +Settings regarding SSL termination (reverse proxy configuration) are configurable via the docker-compose.yml. The relevant parameters are: + +```bash +http_redirects_to_https: +``` +```bash +use_x_forwarded_proto: +``` + + +Below is an example of a docker compose file that could be used for your instance, taking note of the parameters below the **conf\_setttings**:  + +```YAML +version: '3.5' +services: + apish: + environment: + DRAFTABLE_APISH_NGINX: |- + nginx: + virtual_hosts: + draftable: + conf_settings: + http_redirects_to_https: True + use_x_forwarded_proto: False + image: draftable/apish + ports: + - 80:80/tcp # HTTP + - 443:443/tcp # HTTPS + volumes: + - draftable-apish:/srv/draftable + - /sys/fs/cgroup:/sys/fs/cgroup +volumes: + draftable-apish: +``` + +These parameters are critical for correct implementation for SSL termination on your instance, and should also be reflected on your reverse proxy/load balancer if you are using one. + +### Descriptions of custom variables  + +```bash +http_redirects_to_https: +``` + +```bash +Default value: True (Boolean) +``` + +If enabled, redirect HTTP requests to the equivalent HTTPS URL. Disabling should only be necessary if you want to allow "truly" insecure requests. When TLS connections are not being terminated on the server, you should instead enable  `use_x_forwarded_proto`, and ensure the `use_x_forwarded_proto` header is being set by upstream load balancers and reverse proxies. + +```bash +use_x_forwarded_proto: +``` + +```bash +Default: False (Boolean) +``` + +If enabled, check the `use_x_forwarded_proto` header in requests to determine the URI scheme (HTTP or HTTPS). The header will be passed through to the frontend server, and used to check if a HTTP redirect to the equivalent HTTPS URL should be sent when HTTPS request redirection is enabled. + + + +512 Bytes + + +10 KB + + \ No newline at end of file diff --git a/hc/en-us/articles/5526130052633-CORS-implementation-within-API-Self-hosted.mdx b/hc/en-us/articles/5526130052633-CORS-implementation-within-API-Self-hosted.mdx new file mode 100644 index 0000000..57a0ccb --- /dev/null +++ b/hc/en-us/articles/5526130052633-CORS-implementation-within-API-Self-hosted.mdx @@ -0,0 +1,51 @@ +--- +title: "CORS implementation within API Self-hosted" +description: "This article is intended for users wanting to configure CORS (Cross-origin resource sharing) support to their API Self-hosted instance." +--- + +To enable CORS support you will need to add a series of variables and values to your environment field within your docker-compose.yml file (or similar). For reference, you can find our full guide on docker-compose.yml file configuration [here](/hc/en-us/articles/6140653011865-Understanding-the-docker-compose-yml-file-and-parameters-guide).  + + +**Note:** CORS is only supported in API Self-Hosted version 2.3.1 and above.  + + +Firstly let's look at an example docker-compose.yml file, with all the CORS settings added.  + +```yaml +version: '3.5' + services: + apish: + environment: + DRAFTABLE_APISH_DJANGO: |- + draftable: + django: + enable_cors: True #enables CORS on the Draftable Self Hosted instance + cors: + allowed_origins: [] # List of allowed origins + allowed_origin_regexes: [] # List of regular expressions matching allowed origins + allow_all_origins: True # Allow CORS requests from any origin + image: draftable/apish:latest + ports: + - 80:80/tcp # HTTP + - 0.0.0.0:8443:443/tcp # HTTPS + volumes: + - draftable_volumne:/srv/draftable + - /sys/fs/cgroup:/sys/fs/cgroup +volumes: + draftable_volume: +``` + +There are multiple variables that are added to this yaml configuration. See below for an explanation of each variable and its purpose.   + +- `DRAFTABLE_APISH_DJANGO: |-`: This is a new environment variable exposed to the Docker container and `DRAFTABLE_APISH_DJANGO: |-`It is required for CORS support. This is different and should not be confused with `DRAFTABLE_APISH_NGINX: |-`, and you can remove `DRAFTABLE_APISH_NGINX: |-` if no other configuration is being used inside that environment variable. +- `enable_cors:`: This variable which is seated under the `django:` key sets whether CORS is enabled or not on the instance. If set to `true` CORS will be enabled on that instance. +- `allowed_origins:`: This variable which is seated under the `cors:` key allows you to provide a list of the allowed origins for CORS. The correct formatting for this field is: +```bash +allowed_origins: + - my.domain.com + - some.other.domain.com +``` +- `allowed_origin_regexes:`: This variable which is seated under the `cors:` key allows you to list the regular expressions matching the allowed origins +- `allow_all_origins:`: This variable which is seated under the `cors:` key allows you to turn on CORS requests from any origin. This is the equivalent of using \* as a wildcard and needs to be set to `True` for this effect. + +Of the fields added under `DRAFTABLE_APISH_DJANGO: |-` **you** **only need to add one of those fields** for configuration to function. This `allow_all_origins`field is obviously the easiest (it defaults to `False`), as it just allows requests from anywhere. A more secure configuration is one of the first two options being `allowed_origins: and allowed_origin_regexes:`. \ No newline at end of file diff --git a/hc/en-us/articles/5526134550809-AWS-copilot-deployment-guide-for-Draftable-Self-hosted.mdx b/hc/en-us/articles/5526134550809-AWS-copilot-deployment-guide-for-Draftable-Self-hosted.mdx new file mode 100644 index 0000000..b83520a --- /dev/null +++ b/hc/en-us/articles/5526134550809-AWS-copilot-deployment-guide-for-Draftable-Self-hosted.mdx @@ -0,0 +1,237 @@ +--- +title: "AWS copilot deployment guide for Draftable Self-hosted" +description: "AWS Copilot is designed for both existing ECS users, and new ECS users who want to move beyond manual management of lower-level infrastructure, and instead just start thinking about their application and its lifecycle. +In essence users can go from idea to implementation quickly, with the confidence that the infrastructure you have deployed has production-ready configuration. This article aims to produce a guide on how to do this specifically for Draftable Self-hosted containers." +--- + + +**Note:** Currently there is no native method of persistent storage instances using AWS copilot. This means that if you stop your instance, you will lose all your data, configuration and comparisons for your Self-hosted appliance. If this is an issue, we suggest deploying [Self-hosted instances using ECS](/hc/en-us/articles/6142662952089-API-Self-hosted-AWS-EC2-deployment-guide) using a non-copilot method which will provide your instance with persistent storage.  + + +## Deployment guide  + +This deployment guide is broken up into multiple sections as there are many prerequisite configurations required before you can successfully launch a EC2 instance via AWS copilot. If you have never deployed a AWS EC2 instance with this method, please follow along carefully as deployment may not be successful if all steps are not followed.  + +### Installing AWS CLI  + +Depending on whether you are using a Windows or Linux based environment, you will need to configure and setup the AWS CLI on your terminal to be able to use AWS copilot. Please refer to [Amazon documentation](https://docs.aws.amazon.com/cli/latest/userguide/getting-started-install.html) regarding this step and verify that the CLI is installed by using the following command.  + +```bash +aws help +``` + +If the CLI is correctly installed, you should see text explaining what AWS CLI is.  + +### AWS user authentication and docker  + +Now you need to log into your AWS account via the CLI, however before doing this you will need to ensure that the account being used has the following permissions set: + +- **AdministratorAccess** + +This can be configured in your user settings on your AWS console. If your account does not have this permission applied, you will not be successful in launching a container using AWS copilot. Once that has been verified log into your CLI using the following command and enter the relevant data. + +```bash +aws configure +``` + +![](/images/draftable-api-self-hosted/image-55.png) + + +Once you have successfully logged in, you will need to ensure that you have installed docker on your machine (which will differ based on your environment) so that copilot can build and upload the images when launching the container.  + +### Setup location and installing copilot + +Choose a location on your machine where you will host you copilot content, which will include the copilot executable and your instance files such as manifest and Dockerfile. Once you have setup that directory, you will point your terminal to that directory and install copilot.  + +Below is a command examples depending on your operating system environment. Please ensure you **edit these commands** to correctly set the installation location for copilot.   + +#### **Linux** + +For Linux x86 (64-bit) systems: + +```bash +sudo curl -Lo /usr/local/bin/copilot https://github.com/aws/copilot-cli/releases/latest/download/copilot-linux \ +&& sudo chmod +x /usr/local/bin/copilot \ +&& copilot --help +``` + +For Linux ARM systems: + +```bash +sudo curl -Lo /usr/local/bin/copilot https://github.com/aws/copilot-cli/releases/latest/download/copilot-linux-arm64 \ +&& sudo chmod +x /usr/local/bin/copilot \ +&& copilot --help +``` + +#### **Windows**  + +Using Powershell or similar, run the following command: + +```bash +PS C:\> New-Item -Path 'C:\copilot' -ItemType directory; ` +Invoke-WebRequest -OutFile 'C:\copilot\copilot.exe' https://github.com/aws/copilot-cli/releases/latest/download/copilot-windows.exe +``` + +#### **macOS** + +For macOS: + +```bash +sudo curl -Lo /usr/local/bin/copilot https://github.com/aws/copilot-cli/releases/latest/download/copilot-darwin \ +&& sudo chmod +x /usr/local/bin/copilot \ +&& copilot --help +``` + +You can verify that copilot has been installed on your machine by using the following command: + +```bash +copilot help +``` + +The help command should correctly execute.  + +### Configuring your Docker file and final checks  + +A *Dockerfile* is a text document that contains all the commands a user could call on the command line to assemble an image. A Dockerfile is required for copilot as it reads this file to know where to pull the image from. Hence you can build a Dockerfile with a single line of text below.  + +```dockerfile +FROM draftable/apish:latest +``` + +Ensure you save this file in the root directory of where you setup copilot.  + +### Using Copilot to launch your instance + +Now we can start to use copilot and build our Self-hosted instance. Start with the command: + +```bash +copilot init +``` + +You will be prompted to enter information regarding the instance. First you will be prompted to give your application a name: + + +![](/images/draftable-api-self-hosted/image-56.png) + + +Then you will select the workload type which will suit your application. For this we need to select a **load balanced web service**. + + +![](/images/draftable-api-self-hosted/image-57.png) + + +Provide a name for the load balanced webservice.  + + +![](/images/draftable-api-self-hosted/image-58.png) + + +Provide a name for the service.  + + +![](/images/draftable-api-self-hosted/image-59.png) + + +Assuming you correctly placed the Dockerfile in the root directory where the copilot executable is located, you simply need to select the first option when copilot prompts you to select the Dockerfile.  + + +![](/images/draftable-api-self-hosted/image-60.png) + + +Lastly you will be prompted to select which port traffic will be sent to on your instance. Once entered copilot will begin local infrastructure configuration.  + + +![](/images/draftable-api-self-hosted/image-61.png) + + +Now that the local infrastructure has been built in this local directory, we now need to edit the manifest file, which is the file that is used to configure Draftable Self-hosted instance. + +This file is created for you and is located under a folder which is named after the service. Go to this directory and edit this file. + +This configuration is critical so please take note of the example manifest file below. Attached to this article is also a copy of this example manifest YAML file.  + +```yaml expandable +name: selfhosted +type: Load Balanced Web Service + +http: + path: '/' + healthcheck: + success_codes: '200,301,302' + grace_period: 120s + +image: + build: Dockerfile + port: 80 + +cpu: 2048 +memory: 4096 +platform: linux/x86_64 +count: 1 +exec: true + +storage: + ephemeral: 20 + volumes: + draftable: + # efs: true + path: /srv/draftable + read_only: false + cgroup: + path: /sys/fs/cgroup + read_only: false + +variables: + DRAFTABLE_APISH_NGINX: |- + nginx: + virtual_hosts: + draftable: + conf_settings: + http_redirects_to_https: False + use_x_forwarded_proto: True + +environments: + dev: + count: + range: + min: 1 + max: 3 + spot_from: 2 + cpu_percentage: 90 + memory_percentage: 90 + production: + count: + range: + min: 2 + max: 10 + cpu_percentage: 70 + memory_percentage: 80 + +FROM draftable/apish:latest +``` + +The above example will provide a working instance, however if you may need to configure it specifically to suit your instance.  + +Once all files are been correctly configured you can go ahead and deploy the environment.  + + +![](/images/draftable-api-self-hosted/image-62.png) + + +Copilot will begin to launch all the infrastructure required for this instance. This may take some time depending on your machine and internet connection speed.  + + +![](/images/draftable-api-self-hosted/image-63.png) + + +### Finalising and connecting to your new instance  + + +![](/images/draftable-api-self-hosted/image-64.png) + + +If configuration has been done correctly you should have a successfully launched an instance via copilot to ECS. You can access the instance by directly connecting to it via the link provided at the end of the setup.  + +You can make changes to this instance by logging into your AWS console and editing the components directly.  + + \ No newline at end of file diff --git a/hc/en-us/articles/6140153331993-Using-docker-compose-to-launch-instances.mdx b/hc/en-us/articles/6140153331993-Using-docker-compose-to-launch-instances.mdx new file mode 100644 index 0000000..ace2050 --- /dev/null +++ b/hc/en-us/articles/6140153331993-Using-docker-compose-to-launch-instances.mdx @@ -0,0 +1,93 @@ +--- +title: "Using docker-compose to launch instances" +description: "Our recommendation is that users launch Draftable API Self-hosted containers via Docker Compose, as it is the most reliable and configurable method of container deployment. This article will guide you to the correct procedure to launch instances using docker-compose." +--- + +## docker-compose + +Docker Compose is a tool that was developed to help define and share multi-container applications. With Docker Compose, you can create a YAML file to define all the services and settings of a Draftable Self-hosted instance, and then with a single command launch everything up or deactivate a instance. + +Read more about Docker Compose here: [https://docs.docker.com/compose/](https://docs.docker.com/compose/) + +For more configurations and settings using Docker Compose, please refer to the [docker compose configuration guide](/hc/en-us/articles/6140653011865-Understanding-the-docker-compose-yml-file-and-parameters-guide). + +## Before you start + +If using a local windows 10 machine for testing purposes, ensure that you have installed Docker desktop (Community Edition or Enterprise Edition). If however you are using a Linux based server however, please ensure that you have the latest docker engine installed and docker-compose also installed on that operating system.  + +## Launching a new instance via docker-compose + + + +Retrieve the latest Draftable API Self-hosted release. + - This can be done via the terminal on the local machine with the following command: + docker pull draftable/apish:latest + + +Create a YAML file titled "docker-compose.yml" on your local machine. + **Note:** If you are using windows and need further clarification, please see the example [here](#example-setting-up-docker-compose-directory-using-windows) for further direction. + + +Populate the YAML file with your Self-hosted configuration. Basic configuration is as follows; comments are in **bold.** You can copy paste this configuration into your own docker-compose file for testing purposes. Alternatively, here is a [link to the same file.](https://draftable.sharepoint.com/:u:/g/EST4jJmRv9xIn_q9LVtBs6cBMjcuTTGGHcIWQe3QTT_xhQ?e=4dWPBB) + +```bash +version: '3.5' +services: + apish: #Name of the service being used +    environment:    #Enviroment settings for the appliance +     DRAFTABLE_APISH_NGINX: |-           +    image: draftable/apish     #Select which image is to be used on your appliance +   ports: +     - 80:80/tcp         # HTTP port settings +     - 0.0.0.0:8440:443/tcp      # HTTPS port settings +    volumes:        #Configure which volumes will be used for your appliance +     - draftable-apish:/srv/draftable +     - /sys/fs/cgroup:/sys/fs/cgroup    +volumes: #Configuration for volumes used, settings should match above +  draftable-apish: +``` + + +Go to your terminal and navigate to directory which hosts the location of your docker-compose YAML file.  + + ![](/images/draftable-api-self-hosted/image-8.png) + + + +Start building your instance by invoking the command: + - `docker-compose up` + + ![](/images/draftable-api-self-hosted/image-9.png) + + +Your instance will now be running, and to start using it navigate to the instance in a browser based on your port configurations. If you are setting up your instance for the first time, please refer to this article [here](/hc/en-us/articles/8424839618457-Draftable-Self-hosted-instance-first-time-configuration). + + + +## Making changes to your YAML  + +If you ever need to make changes to your instance, you can simply edit the "docker-compose.yml" file, then restart the server. The restart process is as follows.  + +``` +docker-compose down +``` +``` +docker-compose up +``` + +## Example setting up Docker Compose directory (using Windows) + + + +Create a directory on your system where you will wish to host the docker-compose YAML file (docker-compose.yml). In the below example I am using a windows 10 and am creating a new location to host my YAML file called "API\_Self\_Hosted\_Test". + + ![](/images/draftable-api-self-hosted/image-10.png) + + + +Create and configure the docker compose file, this file will be all the parameters that dictate the configuration of your instance. Remember you **must** name your file as "docker-compose.yml" otherwise docker-compose will not function correctly.  + + ![](/images/draftable-api-self-hosted/image-11.png) + + + \ No newline at end of file diff --git a/hc/en-us/articles/6140653011865-Understanding-the-docker-compose-yml-file-and-parameters-guide.mdx b/hc/en-us/articles/6140653011865-Understanding-the-docker-compose-yml-file-and-parameters-guide.mdx new file mode 100644 index 0000000..a26c623 --- /dev/null +++ b/hc/en-us/articles/6140653011865-Understanding-the-docker-compose-yml-file-and-parameters-guide.mdx @@ -0,0 +1,189 @@ +--- +title: "Understanding the docker-compose.yml file and parameters guide" +--- + +## A complete docker-compose.yml  + +This article outlines all the configurable parameters that can be made within the docker compose YAML file. See below an example of a docker-compose file that has **every** **possible configurable parameter**.  + +```yaml expandable +version: '3.5' +services: + apish: + environment: + DRAFTABLE_APISH_NGINX: |- + nginx: + virtual_hosts: + draftable: + conf_settings: + http_redirects_to_https: False + use_x_forwarded_proto: True + real_ip_header_name: X-Real-IP + real_ip_header_from: 190.168.10.80 + ssl: + certificate: /srv/draftable/config/certs/apish.crt + private_key: /srv/draftable/config/private/apish.key + DRAFTABLE_APISH_DJANGO: |- + draftable: + django: + enable_cors: True #enables CORS on the Draftable Self Hosted instance + cors: + allowed_origins: [] # List of allowed origins + allowed_origin_regexes: [] # List of regular expressions matching allowed origins + allow_all_origins: True # Allow CORS requests from any origin + image: draftable/apish + ports: + - 80:80/tcp # HTTP + - 440:443/tcp # HTTPS + volumes: + - draftable-apish:/srv/draftable + - /sys/fs/cgroup:/sys/fs/cgroup +volumes: + draftable-apish: +``` + +You can copy and paste sections from the example above to form your own docker-compose.yml file. Just be sure to change the values to suit your installation.  + +## All docker-compose YAML parameters  + +Below is an explanation of each important field that can be configured to enable/disable certain features within the instance. You can also view the [documentation on docker-composer](https://docs.docker.com/compose/) created by docker.  + +### Default docker-compose parameters  + +These are parameters that are required for APISH but are configurable.  + +```yaml +image: +``` + +This selects the image that is used to start the instance, only 1 image can be selected. Please ensure the image is already pulled before declaring it in the docker-compose file.  + +```yaml +ports: +``` + +Notate which ports are opened for users to access the instance. Take note of the formatting of the ports settings.  + +```yaml +volumes (under apish): +``` + +This is where you donate the storage locations within the selection volume for both the volume data and cgroups. Ensure that the volume name used matches the other *volumes* field below.  + +```yaml +volumes: +``` + +Notate which volume is being used with the instance. When r*unning docker-compose up* if the volume named here does not match one that already exists, it will generate a new volume. Like the other *volumes* field, the volume declared needs to match.  + +### Draftable Self-hosted specific environmental configuration settings  + +All fields under **`environment`** are additional features that have been added to the API Self-hosted product and can be customised here. There are two subfields,`DRAFTABLE_APISH_NGINX: |-` and `DRAFTABLE_APISH_DJANGO: |-`, NGINX is used for the majority of settings, whilst DJANGO is only used for [CORS specific](/hc/en-us/articles/5526130052633-CORS-implementation-within-API-Self-hosted) configurations. Ensure you place the correct setting variable under the right subfield. Refer to the full yaml example shown earlier. + +Below are descriptions for all the different fields that can be added and hence configured.  + +```bash +http_redirects_to_https: +``` + +```bash +Default value: True (Boolean) +``` + +If enabled, redirect HTTP requests to the equivalent HTTPS URL. Disabling should only be necessary if you want to allow "truly" insecure requests. When TLS connections are not being terminated on the server, you should instead enable  `use_x_forwarded_proto`, and ensure the `use_x_forwarded_proto` header is being set by upstream load balancers and reverse proxies. + +For more information you can view our [SSL termination instructions article](/hc/en-us/articles/5526115029017-SSL-termination-configuration). + +```bash +use_x_forwarded_proto: +``` + +```bash +Default: False (Boolean) +``` + +If enabled, check the `use_x_forwarded_proto` header in requests to determine the URI scheme (HTTP or HTTPS). The header will be passed through to the frontend server, and used to check if a HTTP redirect to the equivalent HTTPS URL should be sent when HTTPS request redirection is enabled. + +For more information you can view our [SSL termination instructions article](/hc/en-us/articles/5526115029017-SSL-termination-configuration). + +```bash +enable_cors: +``` + +```bash +Default: False (Boolean) +``` + +This variable which is seated under the `django:` key sets whether CORS is enabled or not on the instance. If set to `true` CORS will be enabled on that instance.  + +For more information you can view our [CORs implementation setup article](/hc/en-us/articles/5526130052633-CORS-implementation-within-API-Self-hosted). + +```bash +allowed_origins: +``` + +```bash +Correct format + +allowed_origins: +- my.domain.com +- some.other.domain.com +``` + + +This variable which is seated under the `cors:` key allows you to provide a list of the allowed origins for CORS. The correct formatting for this field is shown above.  + +```bash +allowed_origin_regexes: +``` + +This variable which is seated under the `cors:` key allows you to list the regular expressions matching the allowed origins. + +```bash +allow_all_origins: +``` + +```bash +Default: False (Boolean) +``` + +This variable which is seated under the `cors:` key allows you to turn on CORS requests from any origin. This is the equivalent of using \* as a wildcard and needs to be set to `True` for this effect.   + +```bash +real_ip_header_name: +``` + +```bash +Default value: (String) +``` + +Specifies the name of the HTTP header supplied in requests which contains the "real" IP address of the client. This can be used by load balancers and reverse proxies to communicate the IP address of the client, allowing the server to be aware of the IP address of clients making requests. The header used for this purpose is typically named `use_x_forwarded_proto` + +```bash +real_ip_header_from: +``` + +```bash +Default value: \[0.0.0.0:0\] (IP address with ports expected) +``` + +If`real_ip_header_name` has been set, specifies an array of IPv4 and IPv6 addresses trusted to provide real IP address information. If untrusted clients can access the server and set this header, they can effectively "spoof" their IP address. It's strongly recommended this setting be set to addresses of load balancers and reverse proxies forwarding requests. + +```bash +ssl: +``` + +The two sub-fields under this field represent the certificate and private key locations which are used as part of custom certificate installation.  + +- **certificate:** + - This notates which certificate is being used within the volume for ssl configuration. Note the value *apish.crt* in the YMAL example is just a placeholder name. +- **private\_key:** + - This notates which private key is being used within the volume for ssl configuration. Note the value *apish.key* in the YAML example is just a placeholder name. + +For the process of installing custom certificates, see [installing customer certificates onto your Self-hosted](/hc/en-us/articles/5526003315353-Installing-custom-certificates-onto-your-Self-hosted-instance) + + + +319 Bytes + + \ No newline at end of file diff --git a/hc/en-us/articles/6140740336665-System-requirements-for-a-Self-hosted-instance.mdx b/hc/en-us/articles/6140740336665-System-requirements-for-a-Self-hosted-instance.mdx new file mode 100644 index 0000000..57fee3d --- /dev/null +++ b/hc/en-us/articles/6140740336665-System-requirements-for-a-Self-hosted-instance.mdx @@ -0,0 +1,24 @@ +--- +title: "System requirements for a Self-hosted instance" +--- + +## System requirements + +| **Requirement** | **Minimum** | **Recommended** | +| :--- | :--- | :--- | +| Processor **1** | 2 cores | 4 cores | +| Memory | 4 GB | 8 GB | +| Storage | 10 GB **2** | Variable **3** | +| Operating system | Windows 10 using docker desktop to virtualise a Linux kernel **4** | Linux host w/ supported kernel **5** | +| Root permissions | Root permissions on docker host | Root permissions on docker host **6** | + + +**PLEASE NOTE:** Draftable API Self-Hosted is currently not supported in a horizontal scaling type configuration. This includes services like AKS, ECS, Kubernetes and other deployment structures which are intended for file system sharing and horizontal scaling. + + +1. Processor speed is often not a reliable indicator of performance, however any processor manufactured from 2014 on-wards with sufficient cores should meet performance requirements. For development and testing scenarios the processor and memory requirements may be reduced to 2 core and 2GB. +2. For testing or low use purposes 10 GB of storage should be sufficient, however please perform your own testing to see how much storage space is required for your instance use case. +3. Storage requirements are primarily dictated by the volume of comparisons to be processed by the appliance. As a general indicator, required storage should be calculated as ~5x the size of the documents submitted for a given comparison. However, the only truly reliable indicator for storage requirements is to submit a representative set of comparisons for your usage scenario. +4. This configuration is only recommended for testing and development purposes and production environments. +5. Supported refers to a Linux kernel under active support by the distribution vendor. The kernel must have the requisite support for Docker functionality. In addition, support for cgroups is strongly recommended as the Docker container can take advantage of this functionality for improved application stability and reliability. +6. Root permissions are required in order for the Self Hosted container to be provisioned correctly, without root permissions the container setup will failover during this provisioning process. We currently do not offer or support a 'rootless' design. \ No newline at end of file diff --git a/hc/en-us/articles/6140816202393-Comparison-Outputs.mdx b/hc/en-us/articles/6140816202393-Comparison-Outputs.mdx new file mode 100644 index 0000000..c9c74c6 --- /dev/null +++ b/hc/en-us/articles/6140816202393-Comparison-Outputs.mdx @@ -0,0 +1,54 @@ +--- +title: "Comparison Outputs" +description: "A comparison output is document produced by Draftable that contain a part of, or whole comparison. It can be shared with colleagues, archived for compliance/record-keeping purposes, etc. There are 3 comparison outputs: side-by-side PDF, single document view PDF and Tracked Changes document." +--- + +## Comparison output types + +- *Side-by-Side PDF:* This output shows both older and newer documents, with changes highlighted. This is done by interleaving the pages so that the older document is displayed on even pages and the newer document is displayed on odd pages. This aims to reproduce the side-by-side viewer experience. See [viewing side-by-side comparisons](#ExportasPDF-Suggestedmethodsofviewingtheoutput) for more information. +- *Single Document View PDF:* This output shows the newer document and marks up all changes on top of that. This is similar to the Single Document View. Insertion are marked up with a green underline and and deletions are marked up with a red carat. +- *Tracked Changes document:* This output is an MS Office document with the changes shown in Track Changes (a Microsoft Office feature). This is only supported for Word-Word, PowerPoint-PowerPoint and Excel-Excel comparisons. + +## Saving a comparison output + + + + +Run a comparison + + +In the comparison viewer, go to **File > Save** + + + ![](/images/draftable-business/image-8.png) + + + +Here you will see a few options: + - **Save Left Side** will save a PDF copy of the left document + - **Save Right Side** will save a PDF copy of the right document + - **Export to Side-by-Side** will save the Side-by-Side PDF output + - **Export to Single Document View** will save the Single Document View PDF output + - **Export as Tracked Changes** will save the Tracked Changes document output + + +Click the preferred output & follow the save dialog to choose the save location. + + +Once the output is saved, a confirmation notification will appear. Click the notification to open the output folder. + + + ![](/images/draftable-business/image-9.png) + + + + +## Viewing the side-by-side comparison output + +The best way to view the Export as PDF output is through a PDF viewer in **Two Page Continuous** mode (or sometimes called '**Two Page Scrolling**'). This mode allows you to see the left and right document next to each other - similar to the Draftable native side-by-side view. + +It should open in this mode by default when using Adobe Acrobat and most popular PDF readers. If the document opens in a different view, you can often change this in the settings. In Adobe Acrobat, go to **View > Page Display > Two Page Scrolling**. + + + ![](/images/draftable-business/image-10.png) + \ No newline at end of file diff --git a/hc/en-us/articles/6141903571609-Reverse-proxy-server-configurations-for-API-Self-hosted.mdx b/hc/en-us/articles/6141903571609-Reverse-proxy-server-configurations-for-API-Self-hosted.mdx new file mode 100644 index 0000000..2c9ee9a --- /dev/null +++ b/hc/en-us/articles/6141903571609-Reverse-proxy-server-configurations-for-API-Self-hosted.mdx @@ -0,0 +1,67 @@ +--- +title: "Reverse proxy server configurations for API Self-hosted" +description: "A reverse proxy is a server that sits in front of web servers and forwards client (e.g. web browser) requests to those web servers. Reverse proxies are typically implemented to help increase security, performance, and reliability." +--- + +This article aims to provide configuration examples using a Apache server for both *reverse proxy* and *TLS termination* to achieve a reverse proxy server.  + +## Reverse proxy configuration + +For Apache 2.4, a minimal reverse proxy configuration would include the following parameters within the apache configuration file (*httpd.conf*): + +```bash + # Authorise all requests + + Require all granted + + + # Preserve the Host header + ProxyPreserveHost On + + # API Self-hosted reverse proxy + ProxyPass / https:/// + ProxyPassReverse / https:/// +``` + + +Note that: + +- This is not a complete configuration web server configuration, it only illustrates the specific parts pertaining to the reverse proxy. The above configuration would typically be inserted into an appropriate `` block. + - See [ProxyPass documentation](https://httpd.apache.org/docs/2.4/mod/mod_proxy.html#proxypass) for more information. + - See [ProxyPassReverse documentation](https://httpd.apache.org/docs/2.4/mod/mod_proxy.html#proxypassreverse) for more information. +- The above requires the Apache `mod_proxy` and `mod_proxy_http` modules to be enabled. These modules are typically included in most Apache installations, but may need to be enabled. + - See the full [Apache documentation](https://httpd.apache.org/docs/2.4/mod/mod_proxy.html) regarding `mod_proxy` +- The `****` placeholders in the `ProxyPass` and `ProxyPassReverse` statements should be replaced with the DNS address or IP address (preferred) of the API Self-hosted installation. + + +## TLS termination configuration + +For the scenario where TLS termination is being performed by the reverse proxy, in addition to the required APISH configuration, the *Apache* configuration file would be modified as follows: + +```bash + # Authorise all requests + + Require all granted + + + # Pass the client IP through to the backend + RemoteIPHeader X-Forwarded-For + + # Flag that client connection to proxy is secure + RequestHeader set X-Forwarded-Proto https + + # Preserve the Host header + ProxyPreserveHost On + + # API Self-hosted reverse proxy + ProxyPass / http:/// + ProxyPassReverse / http:/// +``` + +Note that: + +- The `ProxyPass` and `ProxyPassReverse` statements are now using `http` instead of `https`. +- We use the `RemoteIPHeader` setting to pass through the IP of the client to the APISH box in the `X-Forwarded-For` header. This requires the `mod_remoteip` module be enabled. This is not required, but is recommended. + - See the full [Apache documentation](https://httpd.apache.org/docs/2.4/mod/mod_remoteip.html) regarding `mod_remoteip` +- We set the `X-Forwarded-Proto` header to `https` to indicate to APISH that the original connection is secure. This requires the `mod_headers` module and is required. + \ No newline at end of file diff --git a/hc/en-us/articles/6142284007449-System-Requirements.mdx b/hc/en-us/articles/6142284007449-System-Requirements.mdx new file mode 100644 index 0000000..8c4be71 --- /dev/null +++ b/hc/en-us/articles/6142284007449-System-Requirements.mdx @@ -0,0 +1,34 @@ +--- +title: "System Requirements" +description: "Your computer must meet the minimum & recommended technical specifications outlined below to run and use Draftable Business." +--- + +### Minimum requirements + +*Operating system:* Windows 10 + +*Processor:* 1.8 GHz Processor  + +*RAM:* 2 GB + +*Disk space:* 1.5 GB (This excludes space required for document files or dependencies.) + +*Software requirements:* + +- To compare Word, PowerPoint and Excel documents, Office 2007 or later is required (Both 32 & 64 bit versions supported). +- To use the 'Export to Track Changes' feature, Office 2013 Pro Plus or later (including Office 365) is required. + +### Recommended requirements  + +*Operating system:* Windows 11 + +*Processor:* Dual-core or better (>1.8 GHz) Processor  + +*RAM:* 4 GB (Draftable Business will use as much RAM as needed. For larger documents, you may need more than 4 GB RAM) + +*Disk space:* 1.5 GB (This excludes space required for document files or dependencies.) + +*Software requirements:* + +- To compare Word, PowerPoint and Excel documents, Office 2007 or later is required (Both 32 & 64 bit versions supported). +- To use the 'Export to Track Changes' feature, Office 2013 Pro Plus or later (including Office 365) is required. \ No newline at end of file diff --git a/hc/en-us/articles/6142316169625-Enterprise-deployment-options.mdx b/hc/en-us/articles/6142316169625-Enterprise-deployment-options.mdx new file mode 100644 index 0000000..02eb525 --- /dev/null +++ b/hc/en-us/articles/6142316169625-Enterprise-deployment-options.mdx @@ -0,0 +1,84 @@ +--- +title: "Enterprise deployment options" +description: "This article is for IT administrators looking to deploy Draftable Desktop across their organization." +--- + + +## Configuring Draftable Business settings via Group Policy + +Draftable Business offers a range of Group Policy settings for license deployment, application configuration and update management. More information is documented [here.](/hc/en-us/articles/6142412798233-Configuring-preferences-with-Group-Policy-Draftable-Business) + +## Installer for enterprise deployments + +For deployments in enterprise environments, the default installer for Draftable Business may not be suitable. Draftable Business offers an alternative installer: a machine-wide MSI installer. + +Each installer has trade-offs, different recommended deployment scenarios, advantages, and installation steps. + +### Default Installer + +**Installer Type:** Regular executable (.exe) + +**Installer Scope:** Per-user + +**Requires Admin:** No + +**Recommended scenarios:** Individual users, small-scale deployments + +**Download URL:** [https://dl.draftable.com/desktop/DraftableDesktopSetup.exe](https://dl.draftable.com/desktop/DraftableDesktopSetup.exe) + +This installer is recommended for most scenarios and is the default installer provided. It's the easiest to use and has minimal requirements - ideal for individual users. + +#### Benefits + +- No administrator privileges are required for installation +- Updates are automatically applied + +#### Notes + +- Each user on the system needs to run the installer (per-user deployment) +- Each user maintains their own copy of the product + +#### Installation + +1. Run the installer +2. Follow the prompts, which will include selecting the install location and entering the product key +3. Draftable Business is installed and ready to use + +### Machine-Wide MSI + +**Also Known As:** Native MSI, Per-Machine MSI + +**Installer Type:** MSI (Windows Installer) + +**Installer Scope:** System + +**Requires Admin:** Yes  + +**Recommended scenarios:** Citrix & Remote Desktop Services deployments, high-security environments  + +**Download URL:** [https://dl.draftable.com/desktop/DraftableDesktopSystem.msi](https://dl.draftable.com/desktop/DraftableDesktopSystem.msi) + +This installer is only recommended for specific deployment scenarios where the other installers are unsuitable. The most common scenario is Microsoft RDS and Citrix deployments where a single shared installation is desired, typically for storage efficiency. + + +This installer is a "true" system-wide installer, unlike the Per-User MSI. The software is installed to a +system-wide location and can be launched by all users of the system, including concurrently as in RDS +and Citrix deployments. + +#### Benefits  + +- A single installation can be shared by all users on that machine +- Administrators have the control to manage updates +- Offers support for concurrent usage by multiple users on that machine + +#### Notes + +- Administrator rights are required for the initial installation and updates +- All product updates must be manually downloaded and installed +- System dependencies must be manually installed (e.g. .NET) + +#### Installation + +1. Run the installer with administrator rights +2. Follow the prompts, which will include entering the install location and entering the product key +3. Draftable Business is installed and ready to use \ No newline at end of file diff --git a/hc/en-us/articles/6142385828249-Network-Requirements.mdx b/hc/en-us/articles/6142385828249-Network-Requirements.mdx new file mode 100644 index 0000000..1316bf9 --- /dev/null +++ b/hc/en-us/articles/6142385828249-Network-Requirements.mdx @@ -0,0 +1,50 @@ +--- +title: "Network Requirements" +description: "This article is for IT or network administrators responsible for managing an organization's network." +--- + +Draftable Business requires network connectivity for license verification, software updates, error reporting, and network telemetry. However, some of these functions can be disabled. + +## License Verification + +On launch, the application will verify the product license by connecting to Draftable license servers. + +**Host:** draftable.com + +**Port:** 443 + +**Protocol:** HTTPS + +**Required:** Yes + +## Software Updates + +On launch, the application will check for updates. If a major update is available, it will be automatically installed. For minor updates, the user can force an update manually. + +**Host:** dl.draftable.com + +**Port:** 443 + +**Protocol:** HTTPS + +**Required:** Yes + +## Error Reporting + +If unexpected error conditions are encountered, the application will send an error report to Draftable servers for diagnostics purposes.  + +This can be disabled by the user (via application settings) or by network administrators (via Group Policy). + +**Host:** draftable.com + +**Port:** 443 + +**Protocol:** HTTPS + +**Required:** No + +## Telemetry/Usage Data + +Draftable Business uses Microsoft Azure as the host for telemetry/usage data. Hence there are outbound connections to the Azure AppInsights servers. For further information, refer to the [Microsoft documentation](https://docs.microsoft.com/en-us/azure/azure-monitor/app/ip-addresses). + +This can be disabled by the user (via application settings) or by network administrators (via Group Policy). \ No newline at end of file diff --git a/hc/en-us/articles/6142412798233-Configuring-preferences-with-Group-Policy-Draftable-Business.mdx b/hc/en-us/articles/6142412798233-Configuring-preferences-with-Group-Policy-Draftable-Business.mdx new file mode 100644 index 0000000..d352eb5 --- /dev/null +++ b/hc/en-us/articles/6142412798233-Configuring-preferences-with-Group-Policy-Draftable-Business.mdx @@ -0,0 +1,87 @@ +--- +title: "Configuring preferences with Group Policy (Draftable Business)" +description: "This article is for system administrators who are interested in using Group Policy to deploy & configure Draftable Business across an organization as part of an [enterprise deployment.](/hc/en-us/articles/6142316169625-Enterprise-deployment-options)" +--- + +## What is Group Policy? + +Group Policy is a feature in Microsoft Windows that provides centralized management and configuration of operating systems, applications, and users' settings in an Active Directory environment. This is particularly useful in enterprise settings, where maintaining uniform configurations across multiple machines is critical. + +## Obtaining the administrative templates + +The administrative templates are found in the **GroupPolicy** folder under the product installation path. + +For the Default Installer, the path will also contain a version number. The latest administrative templates will be in the folder with the latest version. + +Example path for Default Installer: + +```bash +%LocalAppData%\DraftableDesktop\current\GroupPolicy +``` + +## Installing the administrative templates + +To install the templates, copy all files/folders in the **GroupPolicy** folder to the following location on the system(s) from which Group Policy will be managed: + +```bash +C:\Windows\PolicyDefinitions +``` + +You could perform the following alternate methods of installing administrative templates, by either: + +- If your organization maintains a Central Store, copy the administrative templates to the + Central Store’s network path. +- Import custom and third party partner ADMX templates using [Microsoft Intune.](https://learn.microsoft.com/en-us/mem/intune/configuration/administrative-templates-import-custom) + +## Editing the policies in the Group Policy editor + +Once the administrative templates are installed, the Draftable Desktop policies can be found in Group +Policy editor under: + +- Computer Configuration > Administrative Templates > Draftable +- User Configuration > Administrative Templates > Draftable + +Some settings may only be listed under one of the two scopes if they’re not supported on the other. + +### Policy settings + +These are the policy settings that can be set via Group Policy for Draftable Desktop: + +- **1-Click definition:** By copying the 1-Click Compare export item (pictured below), you can copy the instruction to set the group policy definition to a default behavior. + + ![](/images/draftable-business/image-18.png) + +- **Setup automatic updates on behalf of users (non-MSI installer):** By default, users' Draftable applications are automatically updated. If this policy is set to the disabled setting, the app can only be updated manually from the settings window. +- **Configure custom error message:** This option allows you to set a custom error message that will be shown when something goes wrong when executing a comparison. +- **Configure customer contact support email body:** This option allows you to a custom email message that will be shown when user will see Outlook email with logs, after an error in the application. +- **DOCX Conversion Engine:** Specify which conversion engine to use when converting Word documents to PDF. + - Use 'Default' to use Draftable recommended engine. The default engine may change between versions. + - Use 'Office' to use Microsoft Office. + - Use 'Internal' to use Draftable Engine. +- **Free text font family:** Allows you to set custom font family for free text comparisons. Default font is Arial. +- **Header and footer detection:** An experimental feature for detecting headers and footers in documents. When enabled, the product key must also be entered as part of the policy setting. +- **Hide 1-Click tab from users:** Allows you to hide 1-Click tab in the Settings. Note that it'll not remove 1-click in the integrations such as Windows Context Menu. +- **Enable to show 1-Click export options:** Allows you to see the "copy to clipboard" export option (in the image pictured above) as so be able to configure the **1-Click definition** group policy item. +- **Configure product key:** Add the product key to be used for automatic license activation. +- **Send usage statistics:** When enabled, statistics on user machines are sent to Draftable servers for diagnostic purposes. +- **Configure Word Application usage Policy:** This setting when enabled, sets the setting for Microsoft Word to only use a single instance of Word, when converting documents to pdf. +- **Configure submission of exception reports:** Assists Draftable Legal in identifying issues and improving the product. When enabled, the administrator has 2 additional options: Always send exceptions or never send exceptions. +- **Launch Draftable Automatically when Windows starts:** If you enable this policy setting, Draftable will launch automatically when Windows starts, unless the user explicitly opts out from the settings window. +- **Accept terms and conditions on behalf of users:** Users are prompted to accept the terms and conditions on first-time application start. When enabled this will automatically accept said terms and conditions. +- **Users can share error logs:** When goes wrong while executing comparison, by default users are prompted with an error dialog that has a button to draft an email with logs attached. This setting can hide that option, by default it's enabled. + +## Priority of Group Policy settings + +Unless otherwise noted, the order of precedence from highest priority to lowest priority is: + +- User Policy (set in User Configuration) +- Computer Policy (set in Computer Configuration) +- User Setting (set by the user through the UI or by the user manually editing the registry) + +If no policy setting exists, the user setting is used. + +## Using Microsoft Intune + +Microsoft Intune is a cloud-based service provided by Microsoft that helps organizations manage and secure their devices, applications, and data. + +If you are using Microsoft Intune, you can use it to install Group Policy for Draftable Business. Follow the [Microsoft documentation](https://learn.microsoft.com/en-us/mem/intune/apps/lob-apps-windows) for more information. \ No newline at end of file diff --git a/hc/en-us/articles/6142662952089-API-Self-hosted-AWS-EC2-deployment-guide.mdx b/hc/en-us/articles/6142662952089-API-Self-hosted-AWS-EC2-deployment-guide.mdx new file mode 100644 index 0000000..23d2aaf --- /dev/null +++ b/hc/en-us/articles/6142662952089-API-Self-hosted-AWS-EC2-deployment-guide.mdx @@ -0,0 +1,216 @@ +--- +title: "API Self-hosted AWS EC2 deployment guide" +description: "If you intend on using AWS EC2 to host your Draftable Self-hosted image, this guide provides a step by step process for this exact deployment. " +--- + +## Prerequisites  + +You will need to ensure you have the following ready before beginning this deployment. + +1. You have logged into your AWS console with elevated privileges +2. You have selected the correct region in the AWS console where you are going to host your instance + +## Deployment steps + +The deployment steps are broken down into the following sections.  + +- [User configuration:](#user-configuration) Account configuration for the AWS user that will interact with the instance configuration. +- [Launching a EC2 instance](#launching-a-ec2-instance): Process of the initial configuration for your EC2 instance. +- [Instance configuration](#instance-configuration): Adding the Draftable container to your instance, configuring the Self-hosted instance and restarting your container with Self-hosted configured. + +### User configuration + + + +Navigate to your **IAM users.** We are going to create a new user by selecting the **add users** option. (**Note:** if editing an existing user account instead skip to step 5) + + + ![](/images/draftable-api-self-hosted/image-65.png) + + + +Enter details for the new user, ensure that you have the following AWS credential parameters enabled: **Access Key** and **Password.** Then click **next**.  + + + ![](/images/draftable-api-self-hosted/image-66.png) + + + +Now we include specific policies on the account. Ensure you include the *AdministratorAccess* and *IAMUserChangePassword* policies to the account. Then click **next**. + + + ![](/images/draftable-api-self-hosted/image-67.png) + + + +Ignoring the **tags** step, go straight to the **review** page. Ensure that the two policies we added earlier are present. If all looks good, click **create user**. + + + ![](/images/draftable-api-self-hosted/image-68.png) + + + +Open the user account again and go the **permissions** page. We to add an additional permission called *AmazonEC2ContainerRegistryFullAccess.* Add this policy and hit **next,** then **add permissions**. + + ![](/images/draftable-api-self-hosted/image68-1.png) + +
+ + ![](/images/draftable-api-self-hosted/image-69.png) + + + + +### Launching a EC2 instance + +#### **Prerequisites**  + +Ensure you have setup the following: + +- Logged into the AWS console as the user created/edit in the user configuration section. +- Have the correct region selected before continuing with instance setup. + + + +Navigate to the **EC2 dashboard** and select the **Launch instance** option.  + + +![](/images/draftable-api-self-hosted/image-70.png) + + + +Draftable API Self-hosted runs on any Linux operating system which has both docker support and uses a Linux kernel. Provide a **name** for your instance and then select **Amazon Linux** as the AMI. + + +You can deviate from the example below and choose a different Linux operating system, as long as it still supports the above requirements.  + + + + ![](/images/draftable-api-self-hosted/image-71.png) + + + +Continue to configure the instance by selecting a **x64** architecture, and then selecting a instance type that is at least **t2.medium** or higher. Key pair should be the same one used as part as the login for the AWS user.  + +![](/images/draftable-api-self-hosted/image-72.png) + + + +Configure the **network settings** as detailed below, create a new **firewall security group** and allow **SSH**, **HTTPS** and **HTTP** traffic from the internet. Depending on your use case you may want to change some of these parameters at a later time, but for the configuration process please allow all during the setup process.  + + +![](/images/draftable-api-self-hosted/image-73.png) + +Following this configuration, you should be left with a following summary of settings. Ensure they are correct to the settings provided earlier.  + + +![](/images/draftable-api-self-hosted/image-74.png) + + + +Click **launch instance.** Your EC2 instance should now be running. + + + +### Instance configuration  + +#### **Prerequisites**  + +Ensure you have setup the following: + +- Logged into the AWS console as the user created/edit in the user configuration section. +- Are on the **instances** page before continuing. + + + +Select on your newly created instance and click on **connect to your instance.** Ensure the username s correct and then select **connect**. + + +![](/images/draftable-api-self-hosted/image-75.png) + + + +In this instance terminal we will configure and add the latest Draftable Self-hosted image. First we need to add docker to the instance, which can be done with the command below: + +```bash +sudo yum install -y docker +``` + + +![](/images/draftable-api-self-hosted/image-76.png) + + + +Now we need to add docker-compose to the instance, use the commands below: +```bash +sudo curl -L https://github.com/docker/compose/releases/latest/download/docker-compose-$(uname -s)-$(uname -m) -o /usr/local/bin/docker-compose +``` +```bash +sudo chmod +x /usr/local/bin/docker-compose +``` + +![](/images/draftable-api-self-hosted/image-77.png) + + + +We can now verify that docker compose has installed correctly by using the command below: +```bash +docker-compose version +``` + +![](/images/draftable-api-self-hosted/image-78.png) + + + +Now create the ***docker-compose.yml*** file, use the command below: +```bash +touch docker-compose.yml +``` + + +Now we need to edit the *docker-compose* file to add all the correct parameters for the instance. To start editing the file use the command below: + +```bash +nano docker-compose.yml +``` + + +Now using this file editor, populate the YAML file with the correct configuration. For references on this topic see our [docker-compose guide](/hc/en-us/articles/6140153331993-Using-docker-compose-to-launch-instances) and [settings reference.](/hc/en-us/articles/6140653011865-Understanding-the-docker-compose-yml-file-and-parameters-guide) For this example we are using the most basic YAML configuration.  + + +![](/images/draftable-api-self-hosted/image-79.png) + + + +Save and close the *docker-compose* file, and then start the docker daemon with the following command:  +```bash +sudo systemctl start docker +``` + + +Now start the instance using the command below: docker-compose up + + +You may receive a permissions error regarding the instance trying to connect to the Docker Daemon. If so run this command to correct permissions: + + ``` + sudo chmod 666 /var/run/docker.sock + ``` + + +Your instance should launch from here. You can go back to your **EC2 instances** list and extract a IP address to connect to your instance via the web browser to start configuration. + + +![](/images/draftable-api-self-hosted/image-80.png) + + + +From here, please refer to our [first time configuration guide](/hc/en-us/articles/8424839618457-Draftable-Self-hosted-instance-first-time-configuration). + + +![](/images/draftable-api-self-hosted/image-81.png) + + +If you are having difficulty following this guide or getting Draftable Self-hosted to work on your AWS EC2, please get in contact with our support team at [support@draftable.com.](mailto:support@draftable.com) + + \ No newline at end of file diff --git a/hc/en-us/articles/6142667920537-Retrieving-logs-for-API-Self-hosted.mdx b/hc/en-us/articles/6142667920537-Retrieving-logs-for-API-Self-hosted.mdx new file mode 100644 index 0000000..973a140 --- /dev/null +++ b/hc/en-us/articles/6142667920537-Retrieving-logs-for-API-Self-hosted.mdx @@ -0,0 +1,69 @@ +--- +title: "Retrieving logs for API Self-hosted" +description: "Draftable API Self-hosted, offers log retrieval for diagnostic purposes which can be downloaded as an archive from the administration interface. This feature is intended to be used to expedite support issues reported on your Self-hosted instance." +--- + +## What's in the logs + +The logs contain information about various components of your instance, which include: + +- Fault and debug information from internal application routines +- APISH version and history +- Docker processing statistics + +## Downloading your logs + + + +Log into the Administration Dashboard with your admin account. (If uncertain see [how to access your administration dashboard)](#how-to-access-your-administration-dashboard) + + +![](/images/draftable-api-self-hosted/image-107.png) + + + +Under API Support, click **Download Logs** to download the logs as a tar.gz archive. + + + + +**Note:** If you are accessing this via remote desktop, the logs will be downloaded locally to the host server. Hence you will likely need to transfer this archive to a location that would then allow you to submit these logs to our support team for diagnostic review.  + + +## Submitting your logs + +Make sure to send through your logs to your support contact directly. By submitting your logs to us, you give us permission to review them in order to assist with diagnosing any issues. + +The logs will be saved as a tar.gz file extension which will be downloaded locally to the host server.  + + +![](/images/draftable-api-self-hosted/image-108.png) + + +If you are experiencing issues with your Self-osted appliance and need technical support, please get in touch at [support@draftable.com](mailto:support@draftable.com) and include information regarding your issue as well as the logs outlined in this article.  + +## How to access your administration dashboard + + + +Log into your self-hosted instance as a user with administrative permissions, then navigate to your home page.  + + +![](/images/draftable-api-self-hosted/image-109.png) + + + +Click on the **3 dots** next to **Welcome Admin**, then select the **Admin**. + + +![](/images/draftable-api-self-hosted/image-110.png) + + + +This takes you to the administrator dashboard, which houses critical information such as instance health, license information, access to to the usage and user control panels as well as log retrieval.  + + +![](/images/draftable-api-self-hosted/image-111.png) + + + \ No newline at end of file diff --git a/hc/en-us/articles/6142677946265-AWS-load-balancer-configuration-example-for-your-EC2-instance.mdx b/hc/en-us/articles/6142677946265-AWS-load-balancer-configuration-example-for-your-EC2-instance.mdx new file mode 100644 index 0000000..05b09cd --- /dev/null +++ b/hc/en-us/articles/6142677946265-AWS-load-balancer-configuration-example-for-your-EC2-instance.mdx @@ -0,0 +1,141 @@ +--- +title: "AWS load balancer configuration example for your EC2 instance" +description: "A load balancer **serves as the single point of contact for clients**. The load balancer distributes incoming application traffic across multiple targets, such as EC2 instances, in multiple Availability Zones. This increases the availability of your application." +--- + +This guide shows how to setup an example **Classic load balancer** for you EC2 Draftable instance.  + +## Before you begin + +Ensure you have configured/prepared the following before creating your load balancer + +- Ensure your VPC and EC2 instances are prepared. Assistance for [AWS VPC and instance configuration](https://docs.aws.amazon.com/elasticloadbalancing/latest/classic/elb-backend-instances.html#set-up-ec2). +- Launch the EC2 instances that you plan to register with your load balancer. Ensure that the security groups for these instances allow HTTP access on port 80. + +## Create and set your load balancer type  + + + +Open the Amazon EC2 console at [https://console.aws.amazon.com/ec2/](https://console.aws.amazon.com/ec2/) + + +On the navigation bar, choose a Region for your load balancer. Be sure to select the same Region that you selected for your EC2 instances. + +![](/images/draftable-api-self-hosted/image-82.png) + + + +On the navigation pane, under **LOAD BALANCING**, choose **Load Balancers**. + +![](/images/draftable-api-self-hosted/image-83.png) + + + +Choose **Create Load Balancer**. + +![](/images/draftable-api-self-hosted/image-84.png) + + + +In this example we are going to choose the **Classic Load Balancer.** Click **Create**. + +![](/images/draftable-api-self-hosted/image-85.png) + + + + +## Configure your load balancer  + +We now configure the load balancer, this includes information such as a name, a network, and a listener. + +A *listener* is a process that checks for connection requests. It is configured with a protocol and a port for front-end (client to load balancer) connections and a protocol and a port for back-end (load balancer to instance) connections. In this tutorial, you configure a listener that accepts HTTP requests on port 80 and sends them to your instances on port 80 using HTTP. + +### Basic configuration  + + + +Type a name for your load balancer. + +![](/images/draftable-api-self-hosted/image-86.png) + + + +For **Scheme** and **IP address type,** select *Internet-facing* and *IPv4* respectively. If you require different routing please refer to your own use-case for the correct settings.  + +![](/images/draftable-api-self-hosted/image-87.png) + + + + +### Network mapping  + +There are two components for **Network mapping** which are the **VPC** selection and **Mapping** configuration: + +- Select a **VPC** which will align to your target groups. Ensure you select the right **VPC** at this stage as you cannot change the **VPC** after configuring your load balancer. +- For **Mappings**, select at least one available public subnet in the dropdown box. To improve the availability of your load balancer, select more than one public subnet. You can add at most one subnet per Availability Zone. + +![](/images/draftable-api-self-hosted/image-88.png) + + +### Security groups + + + +On the **security groups** dropdown box, select a security group that fits your security configuration scheme for your load balancer. If you need to create a new security group for you load balancer, select **create new security group** and assign it to this load balancer.  + +![](/images/draftable-api-self-hosted/image-89.png) + + + + +### Listeners and routing  + +A **listener** is a process that checks for connection requests, using the protocol and port you configure. Traffic received by the listener is then routed per your specification. You can specify multiple rules and multiple certificates per listener after the load balancer is created. + + + +Select a **Protocol, Port** and **Default action/****target group** for each listener. These settings are critical to ensure that traffic routing to your EC2 instance is properly configured to suit your load balancer use case. Ensure that your target groups have been properly configured as to route traffic back to your EC2 instance.  + +![](/images/draftable-api-self-hosted/image-90.png) + + + +You can add more listeners by clicking **add listener.** + + + +If you require assistance on how target groups work, refer to the [AWS documentation](https://docs.aws.amazon.com/elasticloadbalancing/latest/application/load-balancer-target-groups.html).  + +### Summary and creation  + + + +Check the **Summary** page and ensure that all the configurations are accurate.  + +![](/images/draftable-api-self-hosted/image-91.png) + + + +Once you have verified that all information is accurate click **Create load balancer.** + + + +## Verify your load balancer + + + +Go to the **Load Balancers** page, and select your new load balancer. + + +On the **Description** tab, see the **Status** row.  + +![](/images/draftable-api-self-hosted/image-92.png) + + + +After at least one of your EC2 instances is in service, you can test your load balancer. Copy the string from **DNS name** (for example, my-load-balancer-1234567890.us-west-2.elb.amazonaws.com) and paste it into the address field of an internet-connected web browser. If your load balancer is working, you see the default page of your server. + +![](/images/draftable-api-self-hosted/image-93.png) + + + \ No newline at end of file diff --git a/hc/en-us/articles/70000000000001-Welcome.mdx b/hc/en-us/articles/70000000000001-Welcome.mdx new file mode 100644 index 0000000..bc57bd8 --- /dev/null +++ b/hc/en-us/articles/70000000000001-Welcome.mdx @@ -0,0 +1,5 @@ +--- +title: "Welcome" +description: "Welcome to Draftable! Get started with our comprehensive documentation and learn how Draftable can help you compare documents efficiently." +--- + diff --git a/hc/en-us/articles/70000000000002-Our-Draftable-Product-Family.mdx b/hc/en-us/articles/70000000000002-Our-Draftable-Product-Family.mdx new file mode 100644 index 0000000..c142c6b --- /dev/null +++ b/hc/en-us/articles/70000000000002-Our-Draftable-Product-Family.mdx @@ -0,0 +1,5 @@ +--- +title: "Our Draftable Product Family" +description: "Learn about the different Draftable products available and find the right solution for your document comparison needs." +--- + diff --git a/hc/en-us/articles/70000000000003-What-kind-of-Draftable-users-are-you.mdx b/hc/en-us/articles/70000000000003-What-kind-of-Draftable-users-are-you.mdx new file mode 100644 index 0000000..7de4a1b --- /dev/null +++ b/hc/en-us/articles/70000000000003-What-kind-of-Draftable-users-are-you.mdx @@ -0,0 +1,5 @@ +--- +title: "What kind of Draftable users are you?" +description: "Discover which Draftable product and features are best suited for your role and workflow requirements." +--- + diff --git a/hc/en-us/articles/70000000000004-How-to-navigate-our-docs.mdx b/hc/en-us/articles/70000000000004-How-to-navigate-our-docs.mdx new file mode 100644 index 0000000..523dd07 --- /dev/null +++ b/hc/en-us/articles/70000000000004-How-to-navigate-our-docs.mdx @@ -0,0 +1,5 @@ +--- +title: "How to navigate our docs" +description: "Learn how to effectively navigate and find the information you need in the Draftable documentation." +--- + diff --git a/hc/en-us/articles/70000000000005-Your-onboarding-journey.mdx b/hc/en-us/articles/70000000000005-Your-onboarding-journey.mdx new file mode 100644 index 0000000..2cc8052 --- /dev/null +++ b/hc/en-us/articles/70000000000005-Your-onboarding-journey.mdx @@ -0,0 +1,5 @@ +--- +title: "Your onboarding journey" +description: "Get started with Draftable Legal through our comprehensive onboarding guide designed to help you master document comparisons." +--- + diff --git a/hc/en-us/articles/70000000000006-Complete-deployment-guide.mdx b/hc/en-us/articles/70000000000006-Complete-deployment-guide.mdx new file mode 100644 index 0000000..4bab3f7 --- /dev/null +++ b/hc/en-us/articles/70000000000006-Complete-deployment-guide.mdx @@ -0,0 +1,5 @@ +--- +title: "Complete deployment guide" +description: "A high-level overview guide that directs administrators through the complete deployment process for Draftable Legal, from initial setup to final configuration." +--- + diff --git a/hc/en-us/articles/70000000000007-Setting-up-your-DMS-to-Draftable-Legal.mdx b/hc/en-us/articles/70000000000007-Setting-up-your-DMS-to-Draftable-Legal.mdx new file mode 100644 index 0000000..a440256 --- /dev/null +++ b/hc/en-us/articles/70000000000007-Setting-up-your-DMS-to-Draftable-Legal.mdx @@ -0,0 +1,5 @@ +--- +title: "Setting up your DMS to Draftable Legal" +description: "High-level overview of all Document Management System (DMS) integrations available with Draftable Legal, with links to detailed setup guides for each system." +--- + diff --git a/hc/en-us/articles/70000000000008-to-discuss.mdx b/hc/en-us/articles/70000000000008-to-discuss.mdx new file mode 100644 index 0000000..92f60c0 --- /dev/null +++ b/hc/en-us/articles/70000000000008-to-discuss.mdx @@ -0,0 +1,5 @@ +--- +title: "To Discuss" +description: "This article is a placeholder for content that is still being discussed." +--- + diff --git a/hc/en-us/articles/70000000000009-thinking-about-having-videos-here-what-do-others-think.mdx b/hc/en-us/articles/70000000000009-thinking-about-having-videos-here-what-do-others-think.mdx new file mode 100644 index 0000000..a109509 --- /dev/null +++ b/hc/en-us/articles/70000000000009-thinking-about-having-videos-here-what-do-others-think.mdx @@ -0,0 +1,5 @@ +--- +title: "Thinking About Having Videos Here - What Do Others Think?" +description: "A discussion about incorporating video content into the documentation." +--- + diff --git a/hc/en-us/articles/7132242748313-Managing-user-settings.mdx b/hc/en-us/articles/7132242748313-Managing-user-settings.mdx new file mode 100644 index 0000000..7b28d50 --- /dev/null +++ b/hc/en-us/articles/7132242748313-Managing-user-settings.mdx @@ -0,0 +1,129 @@ +--- +title: "Managing user settings" +description: "User accounts within a API Self Hosted instance are managed within the Django backend, which is a user management tool local to your instance. There are many configurations that can be altered for your user accounts, and this article details the procedure of managing these settings." +--- + +## Management steps + + + +First start by logging in as an administrator account on the Self-hosted instance and clicking on the **admin** section from the drop down menu found in the top left of the homepage. + + +![](/images/draftable-api-self-hosted/image-112.png) + + + +Go to the users tab, and the below screen will be presented. From here select the user you wish to edit and click on Account settings for that user. + + +![](/images/draftable-api-self-hosted/image-113.png) + + + +You are now taken to the Django backend for you Self-hosted instance, for account management. This page below allows you to edit many settings for the user account. + + +See below for an example of the full accounts page for a user. Note: For information on each of the account fields, refer to the setting reference. + + +![](/images/draftable-api-self-hosted/image-114.png) + + +![](/images/draftable-api-self-hosted/image-115.png) + + +![](/images/draftable-api-self-hosted/image-116.png) + + +![](/images/draftable-api-self-hosted/image-117.png) + + +![](/images/draftable-api-self-hosted/image-118.png) + + +![](/images/draftable-api-self-hosted/image-119.png) + + + +Ensure you click on Save to ensure that the account settings edited on the account are correctly applied. + + + +You have successfully updated a user account with the settings applied to that account. + +## Settings reference for Self-hosted user accounts + +Below are settings reference for each configurable fields on a user account. + +**Username:** The username for the account  + +**First name:** First name for the user + +**Last name:** Last name for the user + +**Email address:** Email address for the user + +**Name:** Donates a name for the account, this field is ignored by the instance.  + +**File size limit MB:** The maximum file size of a document this user can submit for comparison. Measured in MB. If the user attempts to submit a file larger then the limit specified in this field, the comparison will fail.  + +**File page limit:** The maximum page limit of a document this user can submit for comparison. Measured in MB. If the user attempts to submit a document with a larger page limit then is specified in this field, the comparison will fail.  + +**Internal plan notes:** Add notes here for this users account. + +**Viewer version**: You can specific specific viewer versions that is run by default on this users account when comparisons are generated. If left blank it will default to the latest version.  + +**Draftable Branded:** Checkbox, if enabled it leaves Draftable branding in the viewer. Otherwise if disabled, no branding is seen + +**App name:** Allows you to specify the text in the browser tab for comparison pages for this users account.  + +**Custom page description:** Enter a custom text for the description for the page. + +**Search enabled:** Checkbox, if enabled the search button is visible on the page. If disabled the search button is hidden.  + +**Zoom button hidden:** Checkbox, if enabled the zoom button is hidden on the page. If disabled the search button is visible.  + +**Zoom Default Scale:** Set the default zoom level for the viewer.  + +**Cursor button hidden:** Checkbox, if enabled the cursor is hidden on the page. If disabled the cursor is visible.  + +**Cursor default state:** Set the default cursor mode to either Grab mode, or Text selection mode.  + +**Print enabled:** Checkbox, if enabled the print button is visible on the page. If disabled the print button is hidden.  + +**Download enabled:** Checkbox, if enabled the download button is visible on the page. If disabled the download button is hidden.  + +**Help enabled:** Checkbox, if enabled the help button is visible on the page. If disabled the help button is hidden.  + +**Comparison view - default view:** Set to either single page or side by side view as default when the viewer loads.  + +**Show changes list:** Checkbox, if enabled the change-list is visible on the page. If disabled the change-list is hidden. + +**Change list default state:** Can be set to open, which enables the change-list to be visible on the page by default. Otherwise set to closed, the change-list is closed by default. + +**Share button hidden:** Checkbox, if enabled the share button is hidden on the page. If disabled the share button is visible.  + +**Full screen enabled:** Checkbox, if enabled the full screen option is available to the user. Is disabled the full screen option is not an option.  + +**Show Style changes:** Checkbox, if enabled style changes will be shown in the viewer. If disabled, style changes are not shown.  + +**Changes shown default state:** Set the default state to either show both content and style changes, just content changes or just style changes.  + +**Font size change threshold:** Sets a threshold wherein font changes are detected. For example if the average font size was reduced across an entire document by 0.05, you can set the threshold to 0.1 as to not detect the change in font size.  + +**Dots:** If enabled, it shows dots as detections within the comparison.  + +**Dashes:** If enabled, it shows dashes as detections within the comparison.  + +**Underscores:** If enabled, it shows underscores as detections within the comparison.  + +**Enable header footer detection:** Checkbox, If enabled shows header and footer detection within comparisons.  + +**Enable moves:** Checkbox, If enabled shows moved text detection within comparisons.  + +**Delete:** Can set the colour for deletion detections.  + +**Insert:** Can set the colour for insert detections.  + +**Move:** Can set the colour for move detections. \ No newline at end of file diff --git a/hc/en-us/articles/7132278452249-New-to-Draftable-API-Self-hosted-Start-here.mdx b/hc/en-us/articles/7132278452249-New-to-Draftable-API-Self-hosted-Start-here.mdx new file mode 100644 index 0000000..6e1773f --- /dev/null +++ b/hc/en-us/articles/7132278452249-New-to-Draftable-API-Self-hosted-Start-here.mdx @@ -0,0 +1,48 @@ +--- +title: "New to Draftable API Self-hosted? Start here!" +description: "Whether you are completely new to running dockerized containers, or you are an experienced user, this page will outline which articles will be most useful for you to begin with." +--- + +## Before you begin + + + +This outlines the hardware and software requirements for a Self Hosted instance. + + + +## Launching APISH container methods  + + + +For users who want to launch containers via the *docker compose* command. + + + +## Setup and managing your instance + + + +Once you have a container up and running, you need to ensure that it is configured correctly. + + +Provides a clear guideline on the process of creating new users for your Self-hosted instance. + + +There are many configurable options for your user accounts, this article shows you how. + + + +## Cloud based deployment articles  + + + +For launching API Self Hosted via AWS Co-pilot. + + +For configuring Self Hosted via EC2. + + + For users wanting to setup a AWS load balancer between instance and client, this guide will assist you. + + \ No newline at end of file diff --git a/hc/en-us/articles/7132291227289-API-documentation.mdx b/hc/en-us/articles/7132291227289-API-documentation.mdx new file mode 100644 index 0000000..5692888 --- /dev/null +++ b/hc/en-us/articles/7132291227289-API-documentation.mdx @@ -0,0 +1,28 @@ +--- +title: "API documentation" +description: "The Draftable API is complemented by detailed documentation which provides information on the many facets of the API and its endpoints. For the most up to date documentation, see below for further information." +--- + + + +[https://api.draftable.com/introduction](https://api.draftable.com/introduction) + + +[https://api.draftable.com/reference/comparison-lifecycle](https://api.draftable.com/reference/comparison-lifecycle) + + +[https://api.draftable.com/reference/creating-comparisons](https://api.draftable.com/reference/creating-comparisons) + + +[https://api.draftable.com/reference/comparison-viewer](https://api.draftable.com/reference/comparison-viewer) + + +[https://api.draftable.com/reference/comparison-speeds](https://api.draftable.com/reference/comparison-speeds) + + +[https://api.draftable.com/reference/exporting-comparisons](https://api.draftable.com/reference/exporting-comparisons) + + +[https://api.draftable.com/reference/authentication](https://api.draftable.com/reference/authentication) + + \ No newline at end of file diff --git a/hc/en-us/articles/7132291518233-API-client-libraries.mdx b/hc/en-us/articles/7132291518233-API-client-libraries.mdx new file mode 100644 index 0000000..83d3df1 --- /dev/null +++ b/hc/en-us/articles/7132291518233-API-client-libraries.mdx @@ -0,0 +1,16 @@ +--- +title: "API client libraries" +description: "Draftable maintains several open-source client libraries, making it easy to use the API from C#/.NET, Java, Python, and Node.js. Each library is a thin wrapper around the API that handles making the requests, as well as authentication and signing. The libraries are fully documented in their READMEs on GitHub." +--- + + +To find the most up to date information on our client libraries, please refer to our documentation on our website which can be [found here](https://api.draftable.com/reference/client-libraries). + +However for quick reference, below is links to our GitHub repositories for each client library. + + + + + + + diff --git a/hc/en-us/articles/7132308389017-Creating-new-users.mdx b/hc/en-us/articles/7132308389017-Creating-new-users.mdx new file mode 100644 index 0000000..1e7bfbd --- /dev/null +++ b/hc/en-us/articles/7132308389017-Creating-new-users.mdx @@ -0,0 +1,47 @@ +--- +title: "Creating new users" +description: "Creating new user accounts within a API Self Hosted instance is a quick process carried out by a administrator account of the Self Hosted instance." +--- + +## Creating new users steps + + + +The administrator will need to navigate to the **admin** page of their Self Hosted instance.  + +![](/images/draftable-api-self-hosted/image-101.png) + + + +Once on this screen you can click **new user**, to generate a new user account.  + +![](/images/draftable-api-self-hosted/image-102.png) + + + +Now enter the email address for the new user you want to create and click on **create user**.  + +![](/images/draftable-api-self-hosted/image-103.png) + + + +You will be presented with a link that can be used to fully activate the account. If you wish to activate this immediately click the link now. + +![](/images/draftable-api-self-hosted/image-104.png) + + + +Enter the same email address as provided prior, then enter a password for that user. Remember the password will need to include a capitalised letter, a symbol and a number. + +![](/images/draftable-api-self-hosted/image-105.png) + + + +Your new user account has been created, and they can now log into your Draftable Self Hosted instance.  + +![](/images/draftable-api-self-hosted/image-106.png) + + + + +If you wish to know how to configure and manage your users account settings, see this help article [here.](/hc/en-us/articles/7132242748313-Managing-user-settings) \ No newline at end of file diff --git a/hc/en-us/articles/8424839618457-Draftable-Self-hosted-instance-first-time-configuration.mdx b/hc/en-us/articles/8424839618457-Draftable-Self-hosted-instance-first-time-configuration.mdx new file mode 100644 index 0000000..3ec6542 --- /dev/null +++ b/hc/en-us/articles/8424839618457-Draftable-Self-hosted-instance-first-time-configuration.mdx @@ -0,0 +1,53 @@ +--- +title: "Draftable Self-hosted instance first time configuration" +description: "When you have first launched an instance, there is a first time configuration that is required to setup the administrator account for that instance. This article will detail a clear procedure for configuring your instance for the first time." +--- + +## Before you start  + +Ensure the following before you begin the configuration steps: + +1. You have launched your instance using [*docker-compose*](/hc/en-us/articles/6140153331993-Using-docker-compose-to-launch-instances) +2. The IP address of the instance to put into your browser + +## Configuration steps  + + + +Connect to your instance webpage, then navigate to the instance webpage by using your browser and connecting to the address.** + +![](/images/draftable-api-self-hosted/image-2.png) + + + +You may see this warning if you have not installed trusted certificates onto the instance. You can navigate around this by clicking **advanced** then click on **Accept the Risk and Continue (warning this does mean you are typically trusting an self signed certificate)**. + + + ![](/images/draftable-api-self-hosted/image-3.png) + + + +Go through and complete the first time setup for the administrator account. + +![](/images/draftable-api-self-hosted/image-4.png) + + + +Once you have entered the admin user password, log back in with the same credentials. + +![](/images/draftable-api-self-hosted/image-5.png) + + + +Your instance (and administrator) account has been successfully set up. + +![](/images/draftable-api-self-hosted/image-6.png) + + + +Navigate to the admin section (found in the top right corner of the webpage) and enter your product key. This completes first time configuration. + +![](/images/draftable-api-self-hosted/image-7.png) + + + \ No newline at end of file diff --git a/hc/en-us/articles/thinking-about-having-videos-here-what-do-others-think.mdx b/hc/en-us/articles/thinking-about-having-videos-here-what-do-others-think.mdx new file mode 100644 index 0000000..513ad1d --- /dev/null +++ b/hc/en-us/articles/thinking-about-having-videos-here-what-do-others-think.mdx @@ -0,0 +1,4 @@ +--- +title: Thinking about having videos here, what do others think? +description: This article is a placeholder for content that is still being discussed. +--- \ No newline at end of file diff --git a/hc/en-us/articles/to-discuss.mdx b/hc/en-us/articles/to-discuss.mdx new file mode 100644 index 0000000..525e7ce --- /dev/null +++ b/hc/en-us/articles/to-discuss.mdx @@ -0,0 +1,4 @@ +--- +title: To Discuss +description: This article is a placeholder for content that is still being discussed. +--- \ No newline at end of file diff --git a/hc/en-us/categories/15749853683481-Draftable-Legal.mdx b/hc/en-us/categories/15749853683481-Draftable-Legal.mdx new file mode 100644 index 0000000..e64991e --- /dev/null +++ b/hc/en-us/categories/15749853683481-Draftable-Legal.mdx @@ -0,0 +1,33 @@ +--- +title: "Draftable Legal" +--- + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + diff --git a/hc/en-us/categories/16226061871257-General-Information.mdx b/hc/en-us/categories/16226061871257-General-Information.mdx new file mode 100644 index 0000000..75b9acd --- /dev/null +++ b/hc/en-us/categories/16226061871257-General-Information.mdx @@ -0,0 +1,11 @@ +--- +title: "General Information" +--- + + + + + + + + diff --git a/hc/en-us/categories/4405478683545-Draftable-API-Self-hosted.mdx b/hc/en-us/categories/4405478683545-Draftable-API-Self-hosted.mdx new file mode 100644 index 0000000..37af412 --- /dev/null +++ b/hc/en-us/categories/4405478683545-Draftable-API-Self-hosted.mdx @@ -0,0 +1,11 @@ +--- +title: "Draftable API Self-hosted" +--- + + + + + + + + diff --git a/hc/en-us/categories/51117451677721-Draftable-API-Self-Hosted-Version-3.mdx b/hc/en-us/categories/51117451677721-Draftable-API-Self-Hosted-Version-3.mdx new file mode 100644 index 0000000..3fad0c5 --- /dev/null +++ b/hc/en-us/categories/51117451677721-Draftable-API-Self-Hosted-Version-3.mdx @@ -0,0 +1,9 @@ +--- +title: "Draftable API Self Hosted - Version 3" +--- + + + + + + diff --git a/hc/en-us/categories/6140281969177-Draftable-API.mdx b/hc/en-us/categories/6140281969177-Draftable-API.mdx new file mode 100644 index 0000000..b856b58 --- /dev/null +++ b/hc/en-us/categories/6140281969177-Draftable-API.mdx @@ -0,0 +1,8 @@ +--- +title: "Draftable API" +--- + + + + + diff --git a/hc/en-us/categories/6140753313305-Draftable-Business.mdx b/hc/en-us/categories/6140753313305-Draftable-Business.mdx new file mode 100644 index 0000000..a6fa0a6 --- /dev/null +++ b/hc/en-us/categories/6140753313305-Draftable-Business.mdx @@ -0,0 +1,13 @@ +--- +title: "Draftable Business" +--- + + + + + + + + + + diff --git a/hc/en-us/sections/10264006016793-Managing-Draftable.mdx b/hc/en-us/sections/10264006016793-Managing-Draftable.mdx new file mode 100644 index 0000000..ca3d229 --- /dev/null +++ b/hc/en-us/sections/10264006016793-Managing-Draftable.mdx @@ -0,0 +1,8 @@ +--- +title: "Managing Draftable" +sidebarTitle: "Overview" +--- + + + + diff --git a/hc/en-us/sections/10264036617113-Getting-started.mdx b/hc/en-us/sections/10264036617113-Getting-started.mdx new file mode 100644 index 0000000..b343706 --- /dev/null +++ b/hc/en-us/sections/10264036617113-Getting-started.mdx @@ -0,0 +1,11 @@ +--- +title: "Getting started" +sidebarTitle: "Overview" +--- + + + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/10264043497625-Using-Draftable.mdx b/hc/en-us/sections/10264043497625-Using-Draftable.mdx new file mode 100644 index 0000000..e8f7ead --- /dev/null +++ b/hc/en-us/sections/10264043497625-Using-Draftable.mdx @@ -0,0 +1,10 @@ +--- +title: "Using Draftable" +sidebarTitle: "Overview" +--- + + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/10264052515353-Draftable-customizations.mdx b/hc/en-us/sections/10264052515353-Draftable-customizations.mdx new file mode 100644 index 0000000..da8c384 --- /dev/null +++ b/hc/en-us/sections/10264052515353-Draftable-customizations.mdx @@ -0,0 +1,8 @@ +--- +title: "Draftable customizations" +sidebarTitle: "Overview" +--- + + + + \ No newline at end of file diff --git a/hc/en-us/sections/10270662379929-Draftable-API.mdx b/hc/en-us/sections/10270662379929-Draftable-API.mdx new file mode 100644 index 0000000..545c3bd --- /dev/null +++ b/hc/en-us/sections/10270662379929-Draftable-API.mdx @@ -0,0 +1,9 @@ +--- +title: "Draftable API" +sidebarTitle: "Overview" +--- + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/10302146197401-Getting-started.mdx b/hc/en-us/sections/10302146197401-Getting-started.mdx new file mode 100644 index 0000000..083d2aa --- /dev/null +++ b/hc/en-us/sections/10302146197401-Getting-started.mdx @@ -0,0 +1,10 @@ +--- +title: "Getting started" +sidebarTitle: "Overview" +--- + + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/10991566676505-Enterprise-deployments.mdx b/hc/en-us/sections/10991566676505-Enterprise-deployments.mdx new file mode 100644 index 0000000..281e745 --- /dev/null +++ b/hc/en-us/sections/10991566676505-Enterprise-deployments.mdx @@ -0,0 +1,9 @@ +--- +title: "Enterprise deployments" +sidebarTitle: "Overview" +--- + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/15749891343769-Getting-Started.mdx b/hc/en-us/sections/15749891343769-Getting-Started.mdx new file mode 100644 index 0000000..b331456 --- /dev/null +++ b/hc/en-us/sections/15749891343769-Getting-Started.mdx @@ -0,0 +1,41 @@ +--- +title: "Getting Started" +sidebarTitle: "Overview" +--- + + + + + + + diff --git a/hc/en-us/sections/15894418277017-Using-Draftable-Legal.mdx b/hc/en-us/sections/15894418277017-Using-Draftable-Legal.mdx new file mode 100644 index 0000000..e91567e --- /dev/null +++ b/hc/en-us/sections/15894418277017-Using-Draftable-Legal.mdx @@ -0,0 +1,59 @@ +--- +title: "Using Draftable Legal" +--- + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + diff --git a/hc/en-us/sections/16226075946265-Reporting.mdx b/hc/en-us/sections/16226075946265-Reporting.mdx new file mode 100644 index 0000000..99b8d1b --- /dev/null +++ b/hc/en-us/sections/16226075946265-Reporting.mdx @@ -0,0 +1,8 @@ +--- +title: "Reporting" +sidebarTitle: "Overview" +--- + + + + \ No newline at end of file diff --git a/hc/en-us/sections/16549587718041-Draftable-Legal-Customizations.mdx b/hc/en-us/sections/16549587718041-Draftable-Legal-Customizations.mdx new file mode 100644 index 0000000..df55c0f --- /dev/null +++ b/hc/en-us/sections/16549587718041-Draftable-Legal-Customizations.mdx @@ -0,0 +1,33 @@ +--- +title: "Draftable Legal Customizations" +sidebarTitle: "Overview" +--- + + + + + + + + + + + + + + + + + + + + + + + + + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/18331107372697-Troubleshooting.mdx b/hc/en-us/sections/18331107372697-Troubleshooting.mdx new file mode 100644 index 0000000..7975f85 --- /dev/null +++ b/hc/en-us/sections/18331107372697-Troubleshooting.mdx @@ -0,0 +1,42 @@ +--- +title: "Troubleshooting" +--- + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/19521386103449-Installing-Draftable-Legal.mdx b/hc/en-us/sections/19521386103449-Installing-Draftable-Legal.mdx new file mode 100644 index 0000000..772f646 --- /dev/null +++ b/hc/en-us/sections/19521386103449-Installing-Draftable-Legal.mdx @@ -0,0 +1,30 @@ +--- +title: "Installing Draftable Legal" +--- + + + + + + + + + + + + + + + + + + + + + + + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/20525461300633-Using-Draftable-Legal-with-iManage.mdx b/hc/en-us/sections/20525461300633-Using-Draftable-Legal-with-iManage.mdx new file mode 100644 index 0000000..7e16edb --- /dev/null +++ b/hc/en-us/sections/20525461300633-Using-Draftable-Legal-with-iManage.mdx @@ -0,0 +1,34 @@ +--- +title: "Using Draftable Legal with iManage" +--- + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/20829119477529-Release-Notes.mdx b/hc/en-us/sections/20829119477529-Release-Notes.mdx new file mode 100644 index 0000000..6cc1856 --- /dev/null +++ b/hc/en-us/sections/20829119477529-Release-Notes.mdx @@ -0,0 +1,54 @@ +--- +title: "Release Notes" +--- + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/20876576120217-Troubleshooting.mdx b/hc/en-us/sections/20876576120217-Troubleshooting.mdx new file mode 100644 index 0000000..5d1e0cf --- /dev/null +++ b/hc/en-us/sections/20876576120217-Troubleshooting.mdx @@ -0,0 +1,8 @@ +--- +title: "Troubleshooting" +sidebarTitle: "Overview" +--- + + + + \ No newline at end of file diff --git a/hc/en-us/sections/25458896791961-Using-Draftable-Legal-with-SharePoint.mdx b/hc/en-us/sections/25458896791961-Using-Draftable-Legal-with-SharePoint.mdx new file mode 100644 index 0000000..99c985d --- /dev/null +++ b/hc/en-us/sections/25458896791961-Using-Draftable-Legal-with-SharePoint.mdx @@ -0,0 +1,14 @@ +--- +title: "Using Draftable Legal with SharePoint" +--- + + + + + + + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/25953160161049-Using-Draftable-Legal-with-NetDocuments.mdx b/hc/en-us/sections/25953160161049-Using-Draftable-Legal-with-NetDocuments.mdx new file mode 100644 index 0000000..d5a24e3 --- /dev/null +++ b/hc/en-us/sections/25953160161049-Using-Draftable-Legal-with-NetDocuments.mdx @@ -0,0 +1,14 @@ +--- +title: "Using Draftable Legal with NetDocuments" +--- + + + + + + + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/27463514562073-Draftable-Legal-Video-Tutorials.mdx b/hc/en-us/sections/27463514562073-Draftable-Legal-Video-Tutorials.mdx new file mode 100644 index 0000000..13f642f --- /dev/null +++ b/hc/en-us/sections/27463514562073-Draftable-Legal-Video-Tutorials.mdx @@ -0,0 +1,26 @@ +--- +title: "Draftable Legal Video Tutorials" +--- + + + + + + + + + + + + + + + + + + + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/29876733395481-Frequently-Asked-Questions.mdx b/hc/en-us/sections/29876733395481-Frequently-Asked-Questions.mdx new file mode 100644 index 0000000..c2f1ed6 --- /dev/null +++ b/hc/en-us/sections/29876733395481-Frequently-Asked-Questions.mdx @@ -0,0 +1,8 @@ +--- +title: "Frequently Asked Questions" +--- + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/31690290379929-Using-Draftable-Legal-with-Worldox.mdx b/hc/en-us/sections/31690290379929-Using-Draftable-Legal-with-Worldox.mdx new file mode 100644 index 0000000..e57c58f --- /dev/null +++ b/hc/en-us/sections/31690290379929-Using-Draftable-Legal-with-Worldox.mdx @@ -0,0 +1,12 @@ +--- +title: "Using Draftable Legal with Worldox" +--- + + + + + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/33896395895705-Draftable-Legal-Training-Demonstration-Videos.mdx b/hc/en-us/sections/33896395895705-Draftable-Legal-Training-Demonstration-Videos.mdx new file mode 100644 index 0000000..3871244 --- /dev/null +++ b/hc/en-us/sections/33896395895705-Draftable-Legal-Training-Demonstration-Videos.mdx @@ -0,0 +1,20 @@ +--- +title: "Draftable Legal Training Demonstration Videos" +--- + + + + + + + + + + + + + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/36945795877273-Using-Draftable-Legal-with-Epona.mdx b/hc/en-us/sections/36945795877273-Using-Draftable-Legal-with-Epona.mdx new file mode 100644 index 0000000..63b3809 --- /dev/null +++ b/hc/en-us/sections/36945795877273-Using-Draftable-Legal-with-Epona.mdx @@ -0,0 +1,12 @@ +--- +title: "Using Draftable Legal with Epona" +--- + + + + + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/38383762613017-Draftable-Business-Release-Notes.mdx b/hc/en-us/sections/38383762613017-Draftable-Business-Release-Notes.mdx new file mode 100644 index 0000000..4d5d4cc --- /dev/null +++ b/hc/en-us/sections/38383762613017-Draftable-Business-Release-Notes.mdx @@ -0,0 +1,8 @@ +--- +title: "Draftable Business Release Notes" +sidebarTitle: "Overview" +--- + + + + \ No newline at end of file diff --git a/hc/en-us/sections/43673945188249-Contact-Us.mdx b/hc/en-us/sections/43673945188249-Contact-Us.mdx new file mode 100644 index 0000000..a4694a5 --- /dev/null +++ b/hc/en-us/sections/43673945188249-Contact-Us.mdx @@ -0,0 +1,9 @@ +--- +title: "Contact Us" +sidebarTitle: "Overview" +--- + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/43677802837017-API-Status-and-Issue-Reporting.mdx b/hc/en-us/sections/43677802837017-API-Status-and-Issue-Reporting.mdx new file mode 100644 index 0000000..bdbf253 --- /dev/null +++ b/hc/en-us/sections/43677802837017-API-Status-and-Issue-Reporting.mdx @@ -0,0 +1,8 @@ +--- +title: "API Status and Issue Reporting" +sidebarTitle: "Overview" +--- + + + + \ No newline at end of file diff --git a/hc/en-us/sections/4405482550425-Configuration.mdx b/hc/en-us/sections/4405482550425-Configuration.mdx new file mode 100644 index 0000000..35c1fa8 --- /dev/null +++ b/hc/en-us/sections/4405482550425-Configuration.mdx @@ -0,0 +1,13 @@ +--- +title: "Configuration" +sidebarTitle: "Overview" +--- + + + + + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/4405482559001-Deployment.mdx b/hc/en-us/sections/4405482559001-Deployment.mdx new file mode 100644 index 0000000..6184828 --- /dev/null +++ b/hc/en-us/sections/4405482559001-Deployment.mdx @@ -0,0 +1,14 @@ +--- +title: "Deployment" +sidebarTitle: "Overview" +--- + + + + + + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/49898050601497-Security-and-Compliance.mdx b/hc/en-us/sections/49898050601497-Security-and-Compliance.mdx new file mode 100644 index 0000000..3536c81 --- /dev/null +++ b/hc/en-us/sections/49898050601497-Security-and-Compliance.mdx @@ -0,0 +1,8 @@ +--- +title: "Security and Compliance" +sidebarTitle: "Overview" +--- + + + + \ No newline at end of file diff --git a/hc/en-us/sections/49898092287769-Miscellaneous.mdx b/hc/en-us/sections/49898092287769-Miscellaneous.mdx new file mode 100644 index 0000000..95f28a8 --- /dev/null +++ b/hc/en-us/sections/49898092287769-Miscellaneous.mdx @@ -0,0 +1,8 @@ +--- +title: "Miscellaneous" +sidebarTitle: "Overview" +--- + + + + \ No newline at end of file diff --git a/hc/en-us/sections/51117422101273-Getting-started.mdx b/hc/en-us/sections/51117422101273-Getting-started.mdx new file mode 100644 index 0000000..a7f04e3 --- /dev/null +++ b/hc/en-us/sections/51117422101273-Getting-started.mdx @@ -0,0 +1,25 @@ +--- +title: "Getting started" +sidebarTitle: "Overview" +--- + + + + + + + + + diff --git a/hc/en-us/sections/51117427967385-Configuration.mdx b/hc/en-us/sections/51117427967385-Configuration.mdx new file mode 100644 index 0000000..f7d3487 --- /dev/null +++ b/hc/en-us/sections/51117427967385-Configuration.mdx @@ -0,0 +1,8 @@ +--- +title: "Configuration" +sidebarTitle: "Overview" +--- + + + + \ No newline at end of file diff --git a/hc/en-us/sections/51117460830617-Instance-Management.mdx b/hc/en-us/sections/51117460830617-Instance-Management.mdx new file mode 100644 index 0000000..f382f88 --- /dev/null +++ b/hc/en-us/sections/51117460830617-Instance-Management.mdx @@ -0,0 +1,8 @@ +--- +title: "Instance Management" +sidebarTitle: "Overview" +--- + + + + \ No newline at end of file diff --git a/hc/en-us/sections/51498418941593-Draftable-Products.mdx b/hc/en-us/sections/51498418941593-Draftable-Products.mdx new file mode 100644 index 0000000..0dba3ff --- /dev/null +++ b/hc/en-us/sections/51498418941593-Draftable-Products.mdx @@ -0,0 +1,8 @@ +--- +title: "Draftable Products" +sidebarTitle: "Overview" +--- + + + + diff --git a/hc/en-us/sections/6142657139609-Instance-Management.mdx b/hc/en-us/sections/6142657139609-Instance-Management.mdx new file mode 100644 index 0000000..b00bb89 --- /dev/null +++ b/hc/en-us/sections/6142657139609-Instance-Management.mdx @@ -0,0 +1,10 @@ +--- +title: "Instance Management" +sidebarTitle: "Overview" +--- + + + + + + \ No newline at end of file diff --git a/hc/en-us/sections/7132280213785-API-documentation.mdx b/hc/en-us/sections/7132280213785-API-documentation.mdx new file mode 100644 index 0000000..6dc521d --- /dev/null +++ b/hc/en-us/sections/7132280213785-API-documentation.mdx @@ -0,0 +1,11 @@ +--- +title: "API documentation" +sidebarTitle: "Overview" +--- + + + + + + + \ No newline at end of file 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differ diff --git a/images/using-draftable-view-and-export-changed-pages/image-5.png b/images/using-draftable-view-and-export-changed-pages/image-5.png new file mode 100644 index 0000000..7b25b87 Binary files /dev/null and b/images/using-draftable-view-and-export-changed-pages/image-5.png differ diff --git a/index.mdx b/index.mdx index 994cfc3..8a2a471 100644 --- a/index.mdx +++ b/index.mdx @@ -1,64 +1,76 @@ --- -title: "Introduction" -description: "Welcome to the new home for your documentation" +mode: "custom" +title: "Draftable Docs" --- -## Setting up +
-Get your documentation site up and running in minutes. +
- - Follow our three step quickstart guide. - +
+
-## Make it yours +
+
-Design a docs site that looks great and empowers your users. + Welcome to Draftable Docs! +
-New Content - updates Does this look good +

+ Hi, How can we help you today? +

-This is an edit - thursday +
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-![Exitfrom Draftable Screenshot Pn](/images/exitfromDraftableScreenshot.png) +
-![image.png](/images/image.png) - - - - Edit your docs locally and preview them in real time. - - - Customize the design and colors of your site to match your brand. - - - Organize your docs to help users find what they need and succeed with your product. - - - Auto-generate API documentation from OpenAPI specifications. - - - -## Create beautiful pages - -Everything you need to create world-class documentation. - - - - Use MDX to style your docs pages. - - - Add sample code to demonstrate how to use your product. - - - Display images and other media. - - - Write once and reuse across your docs. - - - -## Need inspiration? - - - Browse our showcase of exceptional documentation sites. - \ No newline at end of file + + + + + + + + +
diff --git a/logo/dark.svg b/logo/dark.svg index 8b343cd..9664615 100644 --- a/logo/dark.svg +++ b/logo/dark.svg @@ -1,21 +1,17 @@ - - - - - - - - - - - - - - - - - - - - + + diff --git a/logo/light.svg b/logo/light.svg index 03e62bf..f21bebf 100644 --- a/logo/light.svg +++ b/logo/light.svg @@ -1,21 +1,17 @@ - - - - - - - - - - - - - - - - - - - - - + + + \ No newline at end of file diff --git a/snippets/Bulk-Compare-How-to-load-and-run-multiple-comparisons-at-once.mdx b/snippets/Bulk-Compare-How-to-load-and-run-multiple-comparisons-at-once.mdx new file mode 100644 index 0000000..a76128a --- /dev/null +++ b/snippets/Bulk-Compare-How-to-load-and-run-multiple-comparisons-at-once.mdx @@ -0,0 +1,335 @@ + +**Note:** + +This article was updated in January 2025 to reflect major changes to Bulk Compare's file loading interface and functionality in our [December 2024 release (v24.12.0)](/hc/en-us/articles/41369665084313-Release-Notes-Draftable-Legal-December-2024-v24-12-0) + + +Bulk Compare allows users to **load multiple documents for comparison and run them simultaneously**. This 'Bulk Compare' feature is designed to save you time by removing the need to manually run every single comparison one by one. + +Draftable's Bulk Compare allows up to 100s\* of comparisons to compare at once. Each comparison is run independently and users are then able to open each individually for review and to take next actions or to save all comparisons in one bulk action.  + +*\*While there is no limit to the number of comparisons that can be run using the Bulk Compare feature, Draftable Legal only supports running up to 100 bulk compares at a time. Users can load and run more compares than this at their own discretion.* + + +A guide to using the older version of Bulk Compare (before v24.12.0) is included in our specially crafted explainer video. + + +## How to enable the 'Bulk Compare' setting and turn on 'Bulk Compare' mode + +To get started with Bulk Compare, you will first need to enable the feature in your settings. + + + +Open Draftable Legal and go to the Settings menu in the top right corner of the New Comparison Window. + + + + +Go to the **'General'** section on the left hand side menu, and click the **Show Bulk Compare option** check box. + + + + +Once the check box is selected, close the Settings menu and click the **Bulk Compare** toggle on the New Comparison Window. + + + + + +## How to load files in Bulk Compare mode + +File loading for Bulk Compare is designed to be intuitive and flexible. Individual files can be added either as Older or Newer documents, but once they are loaded can be easily rearranged however necessary to reflect the pairs and ordering needed. + +Files can be loaded into Draftable when Bulk Compare mode is enabled via:  + +- Local file browsing +- From your Document Management System (DMS) +- From recently compared files +- Via Drag and Drop. + +### Loading via local file browsing + + + +Click the **Browse** folder icon (shown in the screenshot below) for either the **Older Document(s)** or **Newer Document(s).** + + + + +Draftable will open the windows file explorer menu, where you can select all documents required for bulk comparison and hit **Open** to add to Draftable. *Note, you are able to select multiple files at once by **holding 'Ctrl'** and clicking each individual file or by holding the '**Shift'** key and selecting the first and last files in the desired list. + + + + +Once selected, the files will be added to either the 'Older Documents' or 'Newer Document(s) section based on the location where you opened the 'Browse menu. Draftable will automatically create spaces for potential pairings for each document. You can drag any of your loaded files to any other space in the arrangement. + + + + + +### Loading files from your Document Management System (DMS) + +In Bulk Compare mode, you can load files from your Document Management System via the DMS icon inside Draftable or via your DMS application's file loading options.  + +#### Load DMS files via the icon in Draftable + + + +Click the **DMS** cloud icon (shown in the screenshot below) for either the **Older Document(s)** or **Newer Document(s)**. + + + + + **Note:** + + Draftable will automatically detect which DMS you have enabled and open the file selection menu. If you have multiple DMS integrations enabled, Draftable will choose the 'priority DMS' based on the following hierarchy: *iManage > NetDocuments > SharePoint > Epona. This means if you have iManage and SharePoint enabled, the DMS cloud icon will only open the iManage file selection menu. + + + +Select the files using your Document Management System file selection menu. You can select as many files at once as you need providing multi selection is supported by your DMS browsing interface). + + **Example of iManage file selection menu:** + + **Example of NetDocuments file selection menu:** + + + **Example of SharePoint files selection menu:** + + + + +Once selected, the files will be added to either the 'Older Documents' or 'Newer Document(s) section based on the location where you opened the DMS file browsing menu. Draftable will automatically create spaces for potential pairings for each document. You can drag any of your loaded files to any other space in the arrangement. + + + + + +#### Load DMS files from your DMS + +You can also use the file loading options in your Document Management System to load files when Bulk Compare Mode is enabled. For guidance on how to load files from your DMS, see the relevant guides below: + + + + + + + + + + + +### Load recently compared files + + + +Click the **Recent** icon (shown in the screenshot below) for either the **Older Document(s)** or **Newer Document(s).** + + + + +Select the recently compare files you wish to compare. You can select as many files as you wish. + + + + +Once selected, the files will be added to either the 'Older Documents' or 'Newer Document(s) section based on the location where you opened the Recent Files menu. Draftable will automatically create spaces for potential pairings for each document. You can drag any of your loaded files to any other space in the arrangement. + + + + + +## How to compare files in Bulk Compare mode + +### Comparing multiple discrete pairs of documents + + + +To compare multiple discrete pairs of documents in Bulk Compare mode, start by loading the desired files into Draftable. + + + + +Once these are loaded, simply rearrange your files so that the desired pairs of Older and Newer Documents are aligned. + + + + +To confirm that your arrangement will compare files as discrete pairings, you should see individual bi-directional arrows between the Older and Newer Documents (see picture below). + + + + +Once your files Select your preferred **Comparison Type** - e.g. "Redline (.pdf)", "Redline (Word with Tracked Changes)", etc and settings **'Profile'.** + + + +Click **Compare.** + + + +### Comparing one Older Document against multiple Newer Documents + + + +To compare one Older Document against multiple Newer Documents, start by loading the relevant files into Draftable. + + + + +Once these are loaded, simply rearrange your files so that the desired Older Document is on the left and the Newer Documents are on the right. + + + + +Draftable will indicate with arrows in the middle that all Newer Documents will be compared against your one Older Document (see below example where the Airbnb file v1 is compared against v2 and v3). + + + + +Once your files Select your preferred **Comparison Type** - e.g. "Redline (.pdf)", "Redline (Word with Tracked Changes)", etc and settings **'Profile'**. + + + + +Click **Compare.** + + + +### Comparing multiple Older Documents against one Newer Document + + + +The same approach above can be used to compare multiple Older Documents against a single Newer Document. First, load the Documents you wish to compare into Draftable. + + + + +Once your documents are loaded, rearrange them as needed by dragging and dropping them into place, ensuring your have only one file on the right side under the Newer Document(s). *Note: you can place the one Newer Document in any position on the right side - see picture below*). + + + + +Once your files Select your preferred **Comparison Type** - e.g. "Redline (.pdf)", "Redline (Word with Tracked Changes)", etc and settings **'Profile'**. + + + + +Click **Compare** + + + +## Actions after the comparisons are completed + +After the comparison is complete, Draftable Legal supports directly saving all output files to your local computer or opening them individually in the comparison viewer to review and take any 'next action' (save to DMS, copy to clipboard, email, print). + +### Action 1: Save all output files to your computer + + + +From the **Comparison finished** window **select all the comparisons** that are intended to be saved, then click **Save.** + + + + +In the popup menu, you can specify the save location by selecting the "..." button (pictured). + + + + +Once opened, the **Select Folder** pop-up will allow you to navigate to the folder that the comparison outputs are to be saved in, then click **Select Folder.** + + + + +Select the files you wish to save (you can choose to save the Older and Newer input files for each comparison as well as the comparison output in the form of Tracked Changes, Redline Docx and Redline PDF). + + + + +Select whether you wish to save the files only, save the files into a zipped folder, or save both the files and a zipped folder of the files. + + + + +Select **Save.** + + + +### Action 2: Open comparison outputs individually for review & next action + + + +From the **Comparison finished** window click **Open on the desired comparison** output to review it in the comparison viewer. Redline .pdf comparisons and Side by Side comparisons will open in the Draftable viewer and Redline (Word with Tracked Changes) will open in MS Word. + + + + +After a comparison has been opened, its status will appear in the **Comparison finished** window will change to **Opened. + + + + diff --git a/snippets/Comparing-Excel-files-in-Draftable-Legal.mdx b/snippets/Comparing-Excel-files-in-Draftable-Legal.mdx new file mode 100644 index 0000000..2cceaad --- /dev/null +++ b/snippets/Comparing-Excel-files-in-Draftable-Legal.mdx @@ -0,0 +1,285 @@ +Draftable Legal supports Excel file comparisons via two other approaches: + +1. Redline in Excel (In Draftable and in Excel) +2. Side by Side comparison + +This article shows you how to run both of these comparisons, export these comparisons and change Excel Redline comparison settings. + + +This topic is included in our specially crafted explainer video. + + +## Comparing Excel files in the Redline Comparison Type in Draftable + + + +Open the [Draftable Legal New Comparison window](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + + + + +Select the two documents you want to compare, either by browsing your files or dragging and dropping them into the compare window. + + + +Once the documents are selected, tick the box for **Redline in Draftable** in the comparison type row. + + + +Click the **Compare** button to run the comparison. When the comparison is complete, it will load the Redline comparison viewer. See below for an example: + + + + + +### Reviewing your comparison in Draftable + + + +The **Redline Comparison Viewer** shows all changes in a dynamic **Change List** on the right-hand side of the screen. + + + +You can scroll through the Change List and **click on any change** **to jump to its location** and have the change **highlighted with a blue box** on both versions shown. + + + + +Users can tag changes by selecting the **Tag Icon** on the top right corner of the individual change card in the change list. This will display a list of **5 tagging options** to choose from. Multi-tagging of changes is also possible. + + + + +Users can also leave **Notes** on changes by **selecting the Change Card,** writing a note at the bottom of the card and hitting **Enter** to save the Note**. + + + + +Users can filter changes by using the **Interactive Filter Menu**, available at the top of the change list. This can be opened by selecting the **Details drop-down menu** in the top right corner of the Change List. + + + + +Users can **see filtering options** by selecting either the **Only Show** or **Do Not Show** entry forms. This will display a list of filtering options including **Change Type, Style Changes, Tags and Notes**. + + + + +Once all review of changes is completed, users can share the comparison along with any Tags and Notes with colleagues or external parties via the **many different output options** shown in the ribbon menu. + + + +To share specific changes in notes and tags made in the comparison, ensure you click on the Changes Report option, in the many different output options. + + + +A drop-down list will provide options to export changes as a **DOCX** or **exporting to a** **.csv** using either the **All changes** or the **Matching filters**. + + + + + + + +## Comparing Excel files in the Redline Comparison Type in Excel + + + +Open the [Draftable Legal New Comparison window](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + + + + +Select the two documents you want to compare, either by browsing your files or dragging and dropping them into the compare window. + + + +Once the documents are selected, tick the box for **Redline in Excel** in the comparison type row. + + + +You will be prompted to either **save** or **open** the Redlined Excel comparison. For this example, lets open the Redline Excel comparison. + + + + + +### Reviewing your comparison in Excel + + + +Your Redlined Excel document will open within Excel itself + + + +All changes are shown as Redline, where deletions and insertions are shown per cell, and formula changes are shown as comments with the cell highlighted + + + +If you wish to change the way the Redline comparisons are run for you, please see the section below regarding "How to configure settings for Excel Redline compare" + + + +## Comparing Excel files in the Side by Side Comparison Type + + + +Open the [Draftable Legal New Comparison window](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + + + + +Select the two documents you want to compare, either by browsing your files or dragging and dropping them into the compare window. + + + +Once the documents are selected, tick the box for **Redline in Excel** in the comparison type row. + + + +Click the **Compare** button to run the comparison. When the comparison is complete, it will provide a side-by-side comparison, which will open within the Draftable comparison viewer. + + + + +### Reviewing your comparison in Draftable + + + +The **Comparison Viewer** shows all changes in a dynamic **Change List** on the right-hand side of the screen. + + + +You can scroll through the Change List and **click on any change** **to jump to its location** and have the change **highlighted with a blue box** on both versions shown. + + + + +Users can tag changes by selecting the **Tag Icon** on the top right corner of the individual change card in the change list. This will display a list of **5 tagging options** to choose from. Multi-tagging of changes is also possible. + + + + +Users can also leave **Notes** on changes by **selecting the Change Card,** writing a note at the bottom of the card and hitting **Enter** to save the Note**. + + + + +Users can filter changes by using the **Interactive Filter Menu**, available at the top of the change list. This can be opened by selecting the **Details drop-down menu** in the top right corner of the Change List. + + + + +Users can **see filtering options** by selecting either the **Only Show** or **Do Not Show** entry forms. This will display a list of filtering options including **Change Type, Style Changes, Tags and Notes**. + + + + +Once all review of changes is completed, users can share the comparison along with any Tags and Notes with colleagues or external parties via the **many different output options** shown in the ribbon menu. + + + + +To share specifically changes in notes and tags made in the comparison, ensure you click on the Changes Report option, in the many different output options. + + + +A drop-down list will provide options to export changes as a **DOCX** or **exporting to a** **.csv** using either the **All changes** or the **Matching filters**. + + + + + + +## How to configure settings for Excel Redline compare + +Settings for the Excel Redline comparisons can be found within the Redline tab of the settings menu. There are many options specific to Redline comparisons. + + + +Below is an explainer of each of these options: + +**Compare type:** Specifies what type of content is detected within the Excel Redline comparison, these options are Values, Formulas or both.** + + +**Detect Row Edits:** Enables detection of changes found in row edits. + +**Detect Column Edits:** Enables detection of changes found in column edits. + +**Show unchanged content in greyscale:** Marks unchanged content in greyscale for easier readability. + +**Show formula change notes:** Turns on change notes for formula changes found within cells. + +**Limit the number of changes per sheet:** Set a limit on the number of changes found within a given sheet. This setting can be toggled on or off, and if turned on, a number of changes can be specified. diff --git a/snippets/Comparing-PowerPoint-files-in-Draftable-Legal.mdx b/snippets/Comparing-PowerPoint-files-in-Draftable-Legal.mdx new file mode 100644 index 0000000..2d80561 --- /dev/null +++ b/snippets/Comparing-PowerPoint-files-in-Draftable-Legal.mdx @@ -0,0 +1,329 @@ +Otherwise, Draftable Legal currently supports PowerPoint file comparisons via two approaches: + +1. Redline PowerPoint comparison, viewed in PowerPoint +2. Redline PowerPoint comparison, viewed in Draftable +3. Using the Side-by-Side comparison type + +This article shows you how to run both of these comparison types. Additionally, this article also include an explanation of the settings for Redline PowerPoint comparison that can be used to configure Redline comparisons. + + +This topic is included in our specially crafted explainer video. + + +## How to compare PowerPoint files in the Redline Comparison Type in PowerPoint + + + +Open the [Draftable Legal New Comparison window.](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + + + + +Select the two documents you want to compare, either by browsing your files or dragging and dropping them into the compare window. + + + + +Ensure you have selected the **Redline in PowerPoint** option for comparison type. Then, hit **Compare.** + + + + +You will be asked whether you prefer to save the comparison as an export or open it directly in PowerPoint. For the sake of example, we will open this comparison directly into PowerPoint. + + + + +Your comparison will be opened in PowerPoint + + + + + +### Reviewing your comparison in PowerPoint + +Viewing your Redline PowerPoint comparison in PowerPoint, you will note many different formatting elements. Lets take the slide below as an example: + + + +First, we can see 3 elements: + +- Text that is highlighted in Red Strikethrough, to indicate this content has been deleted +- Text that is highlighted in Blue Underline, to indicate this content has been added +- Text that remains unchanged, to indicate this content is the same between both documents. + +Additionally, in other slides, you will see some content appear in *greyscale*, this is to indicate that this content has also remained unchanged (this can be changed in the settings menu). See the example below: + + + +Here we see text content that has remained unchanged and an image that also is consistent between both documents. + +## How to compare PowerPoint files in the Redline Comparison Type in Draftable + + + +Open the [Draftable Legal New Comparison window.](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + + + + +Select the two documents you want to compare, either by browsing your files or dragging and dropping them into the compare window. + + + + +Ensure you have selected the **Redline in Draftable** option for the comparison type. Then, hit **Compare.** + + + + +Your comparison will be opened in Draftable + + + + + +### Reviewing your Redline comparison in Draftable + +Viewing your Redline PowerPoint comparison in Draftable, you will note many different elements. Lets take the slide below as an example: + + + + +First, we can see 3 components in this viewer: + +- The slide selection screen on the left: Allowing you to navigate between all the slides + + +- The slide preview screen in the middle: Where you can view your Redlined changes in the compared PowerPoint + + +- Redline Changelist: Where you can easily view all the changes made within this comparison + + +- Export and saving options: Export options are also available within the Draftable viewer for easy sharing of comparisons for your team to review. Select any of the relevant options if you wish to save or export your Redlined PowerPoint comparison for later viewing + + +Additionally, in other slides, you will see some content appear in *greyscale*, this is to indicate that this content has also remained unchanged (this can be changed in the settings menu). See the example below: + + + +Here we see image content that has remained unchanged; however, there are text changes found on the left-hand side where the date has changed. + +PowerPoint Redline comparisons can be configured in the settings menu to better suit your use case. + +## How to compare PowerPoint files in the Side-by-Side Comparison Type + + + +Open the [Draftable Legal New Comparison window.](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + + + + +Select the two documents you want to compare, either by browsing your files or dragging and dropping them into the compare window. + + + + +Once the documents are selected, tick the box for **Side by Side** in the comparison type row. + + + + +Click the **Compare** button to run the comparison. When the comparison is complete, it will open in the Draftable **Comparison Viewer** with the older PowerPoint file on the left and newer on the right. Side by side comparisons show changes using highlights instead of redline markup. + + + + + +### Reviewing your comparison in Draftable + + + + +The **Comparison Viewer** shows all changes in a dynamic **Change List** on the right-hand side of the screen. + + + + +You can scroll through the Change List and **click on any change** **to jump to its location** and have the change **highlighted with a blue box** on both versions shown. + + + + +Users can tag changes by selecting the **Tag Icon** on the top right corner of the individual change card in the change list. This will display a list of **5 tagging options** to choose from. Multi-tagging of changes is also possible. + + + + +Users can also leave **Notes** on changes by **selecting the Change Card,** writing a note at the bottom of the card and hitting **Enter** to save the Note**. + + + + +Users can filter changes by using the **Interactive Filter Menu**, available at the top of the change list. This can be opened by selecting the **Details drop-down menu** in the top right corner of the Change List. + + + + +Users can **see filtering options** by selecting either the **Only Show** or **Do Not Show** entry forms. This will display a list of filtering options including **Change Type, Style Changes, Tags and Notes**. + + + + +Once all changes have been reviewed, users can share the Change List, along with any Tags and Notes with colleagues or external parties via the output options, via the **Changes Report** export option. + + + + + + +The Changes Report option, a drop-down list will provide options to export changes as a **DOCX** or **exporting to a** **.csv** using either the **All changes** or the **Matching filters**. + + + + + + +### Saving / printing / sharing your PowerPoint comparison as a PDF + +To save, print or email the Side by Side comparison, note all the export options at the top of the comparison viewer as a ribbon menu. + + +These options allow you to quickly and easily share your PPTX comparison results via your preferred method or DMS. A quick summary of these options are: + +- **Open** the results directly in your preferred Word processor or PDF reader. +
+
+ + ![](/images/using-draftable-comparing-powerpoint/image-33.png) + +- **Save** the comparison result to your computer. + +
+
+ + ![](/images/using-draftable-comparing-powerpoint/image-34.png) + +- **Save** **to DMS**, e.g. iManage, NetDocuments + +
+
+ + ![](/images/using-draftable-comparing-powerpoint/image-35.png) + +- **Print** a hard copy of the comparison results. + +
+
+ + ![](/images/using-draftable-comparing-powerpoint/image-36.png) + +- **Copy to Clipboard** and save the comparison output to your clipboard. + +
+
+ + ![](/images/using-draftable-comparing-powerpoint/image-37.png) + +- **Email** the comparison results and/or the input documents using Outlook. + +
+
+ + ![](/images/using-draftable-comparing-powerpoint/image-38.png) + + +For more information about these specific output options, please see our [Using Draftable](/hc/en-us/sections/15894418277017-Using-Draftable-Legal) section of our Knowledgebase. + +## How to configure settings for PowerPoint Redline compare + +Settings for the PowerPoint Redline comparisons can be found within the Redline tab of the settings menu. There are many options specific to Redline comparisons. + + + +![](/images/using-draftable-comparing-powerpoint/image-39.png) + + +Below is an explainer of each of these options: + +**Document elements:** There are various document elements that can be enabled/disabled depending on your use case: + +- Text: Detects text content +- Tables: Detects the tables and content inside the tables +- Images: Detects images +- Speaker notes: Compares the speaker notes of slides +- Slide numbers: Compares the slide numbers of slides +- Grouped shapes / Smart Art: Compares the grouped shapes and Smart Art within the slide + +**Show unchanged content in greyscale:** Formats unchanged content within the Redline comparison with greyscale colouration + +**Rearrange overlapping edits:** This automatically adjusts the layout to resolve overlaps between edits + +**Show shape moves:** Marks up moved shapes and draw move arrows + diff --git a/snippets/Comparison-Type-How-to-choose-the-right-option-in-the-Draftable-New-Comparison-Window.mdx b/snippets/Comparison-Type-How-to-choose-the-right-option-in-the-Draftable-New-Comparison-Window.mdx new file mode 100644 index 0000000..3862c67 --- /dev/null +++ b/snippets/Comparison-Type-How-to-choose-the-right-option-in-the-Draftable-New-Comparison-Window.mdx @@ -0,0 +1,193 @@ +The most important of these is the **Comparison Type** selection. This article defines what each of these Comparison Type options is and explains their benefits.   + +## Default Comparison Type behaviour + +By default, Draftable will auto-select the following comparison types based on the input file loaded (see table below). Once a user selects a Comparison Type, Draftable will 'remember' the choice and keep that selection until it is changed again by the user.  + +| Input file type | Default Comparison Type | +|:-|:-| +| Word (doc, docx), PDF, Rich Text format, Free Text | Redline in Draftable | +| Excel (xls, xlsx) | Redline in Excel | +| PowerPoint (ppt, pptx) | Redline in PowerPoint | + +## Defining Comparison Types in Draftable Legal + +There are 5 Comparison Types in Draftable Legal. These are summarized in the table below and described in more detail in the following sections of this guide. + +| Comparison Type | Description | +|:-|:-| +| Redline in Draftable | Our recommended Redline option. Opens in the Draftable Comparison Viewer for advanced review features and allows for all file types to be opened, saved, printed, emailed or copied to clipboard. | +| Tracked Changes in Word | For users who prefer to work in Word and want their markup as tracked changes with associated metadata | +| Redline in Word | For users who prefer to work in Word and want their markup as static redline (with no associated metadata) | +| Side by side | Our original comparison product for users that need to see changes but don't need to continue working on a file. This produces a side by side PDF with changes shown with highlighting. Comparisons opens in the Draftable Viewer for advanced review features. Can open in Adobe, save to DMS, print, email or copy the output to clipboard. This option compares all files types (including PowerPoint and Excel). | +| Redline in Excel / Redline in PowerPoint | Microsoft Office's native compare functions for PowerPoint and Excel files (Spreadsheet Compare). This is recommended for users who need to compare PowerPoint and Excel files and continue working on those files afterwards. | +| PowerPoint/Excel Redline in Draftable | Draftable also supports comparing PowerPoint and Excel files as Redline, and also viewable within the Draftable application itself. | +| Departures Table | The Departures Table is a specialised report that helps you see how a document has changed with full context. Instead of just showing edits inline or as redlines, it highlights the entire section or clause where a change occurred. This makes it easier to understand changes at a glance, especially in long or complex documents. | +| Redline - Change Pages only PDF | Changed pages only PDF, provides a quicker way to focus solely on the modifications between the original document and its revised version. It only provides you with the pages where detected content has been changed, and doesn't show the rest. | + +### Redline in Draftable + +for users who prefer to work in Word with tracked changes. It creates a comparison output as a Word (docx) file with all markup as tracked changes (including associated metadata). Once completed, users are given the option to choose their next action with the Tracked Changes document. Options include: + +- Open in Word +- Save (locally or to their DMS), +- Email (generates an email with the file attached) +- Copy to clipboard (useful for attaching to an existing email) + + +This Comparison Type still uses Draftable's proprietary and advanced comparison algorithm. + + + +![](/images/draftable-legal/image-25.png) + + +This Comparison Type is our recommended output for Draftable Legal customers when comparing Word and PDF files. It compares your files to produce a Redline that automatically opens in Draftable's purpose build **Comparison Viewer**. Users can export the redline in any format (docx, pdf, tracked changes) from the Comparison Viewer. We recommend this option as the Draftable viewer offers a range of features to give users the best comparison review experience possible, including: + +- An interactive (clickable) Change List where selecting changes will jump to their location in the document +- Changes can be tagged or have notes added to them. +- The Change List can also can be filtered by content type, change type, change location and tags or notes ([see here for a detailed guide](/hc/en-us/articles/32514479509785-Using-the-Redline-Change-List-to-review-filter-tag-add-notes-and-export-your-changes)). +- The ability to dynamically show and hide unchanged pages (with options to expand the hidden pages as needed) +- The option to show the input files in the same screen to make it easier to review changes in context ([see here for a detailed guide](/hc/en-us/articles/31975077731225-Three-Pane-View-See-changes-in-context-with-older-newer-and-redlined-documents-in-one-screen)) +- The flexibility to choose any 'Next Action' (e.g. email, print, save to DMS, copy to clipboard) using any or all export formats (i.e. Redline, Changed pages only, Tracked Changes, Changes Report). Importantly, users do not need to rerun the comparison to get any output format + + +![](/images/draftable-legal/image-26.png) + +### Tracked Changes in Word + + +![](/images/draftable-legal/image-27.png) + + +This Comparison Type is designed for users who prefer to work in Word with the markup shown as tracked changes. It creates a comparison output as a Word (docx) file with tracked changes (including associated metadata). This is particularly useful when continuing to work on the document in in Word and allows users to 'accept' and 'reject' changes easily. + +Once completed, users are given the option to choose their next action with the Tracked Changes in Word document. Options include: + +- Open in Word +- Save (locally or to their DMS), +- Email (generates an email with the file attached), +- Copy to clipboard (useful for attaching to an existing email). + + +This Comparison Type still uses Draftable's proprietary and advanced comparison algorithm. + + +### Redline in Word + +This Comparison Type is designed for users who prefer to work in Word but require a redline that does not contain any tracked changes metadata. It creates a comparison output as a Word (docx) file with static markup (i.e. the text is altered to reflect the markup but there are no 'changes' to review). This is particularly useful when using metadata cleaning tools that would otherwise remove tracked changes information. It also helps to maintain the [markup schema in your Profile](/hc/en-us/articles/16549612535705-Redline-comparison-settings) regardless of the client or external party word settings. + +As with the Tracked Changes in Word Comparison Type, once completed, users are given the option to choose their next action with the Redline in Word document. Options include: + +- Open in Word +- Save (locally or to their DMS), +- Email (generates an email with the file attached) +- Copy to clipboard (useful for attaching to an existing email) + + +This Comparison Type still uses Draftable's proprietary and advanced comparison algorithm. + + +### Side by side + + +![](/images/draftable-legal/image-28.png) + + +This Comparison Type is Draftable's original product. It is designed for users that need to see the changes in a document but not necessarily continue working on it (as it can only product PDF filetype outputs). As with 'Redline in Draftable', this Comparison Type automatically opens in the Draftable **Comparison Viewer**. The same features are available in the viewer, including: + +- An interactive (clickable) Change List where selecting changes will jump to their location in the document +- Changes can be tagged or have notes added to them. +- The Change List can also can be filtered by content type, change type, change location and tags or notes ([see here for a detailed guide](/hc/en-us/articles/32514479509785-Using-the-Redline-Change-List-to-review-filter-tag-add-notes-and-export-your-changes)). +- The flexibility to choose any 'Next Action' (e.g. email, print, save to DMS, copy to clipboard) + +We recommend this Comparison Type for users comparing PDF files when their Redline outputs are difficult to work through. + + +![](/images/draftable-legal/image-29.png) + + +We also recommend it for Excel and PowerPoint comparisons ([see here for our guide to comparing Excel](/hc/en-us/articles/19002208522393-Comparing-Excel-files-in-Draftable-Legal) and [here for PowerPoint](/hc/en-us/articles/32800088338073-Comparing-PowerPoint-files-in-Draftable-Legal)). + + +![](/images/draftable-legal/image-30.png) + + +![](/images/draftable-legal/image-31.png) + + +### Redline in Excel / Redline in PowerPoint + +Draftable team has built dedicated comparison algorithms to compare Excel and PowerPoint files and produce an Excel/PowerPoint compare with changes shown as Redlined markup. Additionally, Draftable offers Excel/PowerPoint comparison via our side-by-side comparison type. + +- Redline in PowerPoint (.pptx file) +- Redline in Excel (.xlxs file) + + +![](/images/draftable-legal/image-32.png) + + + +![](/images/draftable-legal/image-33.png) + +These comparisons will open directly into PowerPoint and Excel based on the input files provided, or you can export the output directly to your PC. For more information on these Comparison Types see our [guide to comparing PowerPoint files](/hc/en-us/articles/32800088338073-Comparing-PowerPoint-files-in-Draftable-Legal) and our [guide to comparing Excel files](/hc/en-us/articles/19002208522393-Comparing-Excel-files-in-Draftable-Legal).   + +Below is an example of a Redlined Excel comparison; + + +![](/images/draftable-legal/image-34.png) + + +Below is an example of a Redlined PowerPoint comparison; + + +![](/images/draftable-legal/image-35.png) + + +### PowerPoint/Excel Redline in Draftable + +Draftable Legal now supports Redline comparisons for Excel (.xlsx) and PowerPoint (.pptx), and you can review these Redlines directly in the Draftable Comparison Viewer as an in-app experience. + + +![](/images/draftable-legal/image-36.png) + + + +![](/images/draftable-legal/image-37.png) + + +The viewer includes the Change List for fast review, tagging, filtering and export of changes, so you can work entirely inside Draftable when you prefer. + +Below is an example of a Redlined PowerPoint comparison in Draftable. + + +![](/images/draftable-legal/image-38.png) + + +### Departures Table + +The Departures Table is a specialised report that helps you see how a document has changed with full context. Instead of just showing edits inline or as redlines, it highlights the entire section or clause where a change occurred. + + +![](/images/draftable-legal/image-39.png) + + +Once you run a Departures Table comparison, Draftable provides the option to directly open the comparison as a DOCX, or you have the option of saving it as a DOCX. + + +![](/images/draftable-legal/image-40.png) + + +### Redline - Change Pages only PDF + +Changed pages only PDF, provides a quicker way to focus solely on the modifications between the original document and its revised version. This is great when you want a more efficient workflow to producing Changed Pages, without having to perform a Redline comparison first. + + +![](/images/draftable-legal/image-41.png) + + +This comparison option opens directly as a PDF, or you have the option of saving it as a PDF. + + +![](/images/draftable-legal/image-42.png) + \ No newline at end of file diff --git a/snippets/Configuring-Draftable-for-Office.mdx b/snippets/Configuring-Draftable-for-Office.mdx new file mode 100644 index 0000000..5ff793d --- /dev/null +++ b/snippets/Configuring-Draftable-for-Office.mdx @@ -0,0 +1,89 @@ +This guide provides step-by-step instructions for Microsoft 365 administrators to deploy the Draftable Outlook Add-in organization-wide. + +Draftable in Office is currently NOT supported for remote desktop, Citrix or RDP environments. Please also note that for the latest version of Chrome (142.0.7444), these add-ins do not work for Microsoft 365 in Chrome. + + +## Prerequisites + +- You must have admin privileges for Microsoft 365 (**you will need a Microsoft 365 Business account)** +- Ensure your environment supports Office Add-ins via the Microsoft 365 admin center. +- You must have **at least Draftable v25.10.000** for this Add-in to correctly function. + + +## Step-by-Step Setup + +### 1. Go to the Integrated Apps Portal + + +Visit the [Integrated Apps section of the Microsoft 365 Admin Center](https://admin.microsoft.com/#/Settings/IntegratedApps). + + +Click **Upload custom apps**. + + +### 2. Upload the Draftable Outlook Add-in + + +Under **App type**, select **Office Add-in** from the dropdown menu. + + +Download the **latest manifest file** by following the below URL: + [https://dl.draftable.com/addins/office-simple/2.17.0.0/manifest.xml](https://dl.draftable.com/addins/office-simple/2.17.0.0/manifest.xml) + + **Note:** The Draftable in Office Add-in **does not auto-update**. You will need to retrieve the latest manifest file when you wish to update your version of the Add-in. + + +This URL will always point to the latest version of the Draftable Add-in manifest. + + +Click **Validate**. + + ![](/images/draftable-legal/image-222.png) + + + +### 3. Configure Delivery to Users + +You will be asked how the add-in should be deployed across your organization: + +- Assign to **Entire organization**, **Specific users**, or **Groups** depending on your use case. +- Choose whether the add-in should be **automatically installed** or **available for users to install manually**. + + ![](/images/draftable-legal/image-223.png) + + + +### 4. Accept Permissions + +You will be prompted to accept and approve the required permissions on behalf of your users. + + +![](/images/draftable-legal/image-224.png) + + +#### Required Permissions Overview + +**App Permissions:** + +- Sign in and read users’ basic profile information. +- Access user profile details including name, picture, username, and email address. +- Read basic company information for signed-in users. + +**App Capabilities:** + +- `ReadWriteItem`: Allows the app to read and write the contents of a document. +- `SendReceiveData`: Enables the app to communicate with the Draftable application for comparison processing. + + +### 5. Finish Setup + +Once permissions are approved and the app is assigned to your selected users, the Draftable in Office Add-in will be available within Word. + +**Please note:** The Application installation and update can **take up to 72 hours (and in some cases longer)**. For more information about it, please visit Microsoft Documentation - [Deploy add-ins in the admin center - Microsoft 365 admin | Microsoft Learn](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins?view=o365-worldwide "https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins?view=o365-worldwide") + +We recommend that if the Add-in hasn't been deployed in this time, you should get users to restart Outlook and their Machine to **prompt** the Add-in to be added.  + + +## Need Help? + +If you experience issues with deployment or setup, please contact support@draftable.com. \ No newline at end of file diff --git a/snippets/Configuring-Redline-in-Email-Outlook-with-Draftable.mdx b/snippets/Configuring-Redline-in-Email-Outlook-with-Draftable.mdx new file mode 100644 index 0000000..864b863 --- /dev/null +++ b/snippets/Configuring-Redline-in-Email-Outlook-with-Draftable.mdx @@ -0,0 +1,90 @@ +This guide provides step-by-step instructions for Microsoft 365 administrators to deploy the Draftable Outlook Add-in organization-wide. + +**Note:** Redline in Email is currently NOT supported for remote desktop, citrix or RDP environments. + +## Prerequisites + +- You must have admin privileges for Microsoft 365 (**you will need a Microsoft 365 Business account)** +- Ensure your environment supports Office Add-ins via the Microsoft 365 admin center. +- You must have **at least Draftable v25.11.000** for this Add-in to correctly function. + + +## Step-by-Step Setup + +### 1. Go to the Integrated Apps Portal + + + Visit the [Integrated Apps section of the Microsoft 365 Admin Center](https://admin.microsoft.com/#/Settings/IntegratedApps). + + + Click **Upload custom apps**. + + +### 2. Upload the Draftable Outlook Add-in + + +Under **App type**, select **Office Add-in** from the dropdown menu. + + +2. Download the **latest manifest file** by following the below URL: + + [https://dl.draftable.com/addins/outlook/1.1.27/manifest.xml](https://dl.draftable.com/addins/outlook/1.1.27/manifest.xml) + + **Note:** The Redline in Email Add-in **does not auto-update**. You will need to retrieve the latest manifest file when you wish to update your version of the Add-in. + + +This URL will always point to the latest version of the Draftable Outlook Add-in manifest. + + + Click **Validate**. + + ![](/images/draftable-legal/image-211.png) + + + +### 3. Configure Delivery to Users + +You will be asked how the add-in should be deployed across your organization: + +- Assign to **Entire organization**, **Specific users**, or **Groups** depending on your use case. +- Choose whether the add-in should be **automatically installed** or **available for users to install manually**. + + ![](/images/draftable-legal/image-212.png) + + +### 4. Accept Permissions + +You will be prompted to accept and approve the required permissions on behalf of your users. + + +![](/images/draftable-legal/image-213.png) + + +#### Required Permissions Overview + +**App Permissions:** + +- Read the signed-in user's mailbox. +- Sign in and read users’ basic profile information. +- Access user profile details including name, picture, username, and email address. +- Read basic company information for signed-in users. + +**App Capabilities:** + +- `ReadWriteItem`: Allows the app to read and write the contents of an email item. +- `SendReceiveData`: Enables the app to communicate with the Draftable application for comparison processing. + + +### 5. Finish Setup + +Once permissions are approved and the app is assigned to your selected users, the Draftable Redline Add-in will be available within Outlook. It will appear in the ribbon when composing emails. + +**Please note:** The Application installation and update can **take up to 72 hours (and in some cases longer)**.. For more information about it, please visit Microsoft Documentation - [Deploy add-ins in the admin center - Microsoft 365 admin | Microsoft Learn](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins?view=o365-worldwide "https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins?view=o365-worldwide") + + +We recommend that if the Add-in hasn't been deployed in this time, you should get users to restart Outlook and their Machine to **prompt** the Add-in to be added.  + + +## Need Help? + +If you experience issues with deployment or setup, please contact support@draftable.com. \ No newline at end of file diff --git a/snippets/Configuring-settings-with-Group-Policy-Draftable-Legal.mdx b/snippets/Configuring-settings-with-Group-Policy-Draftable-Legal.mdx new file mode 100644 index 0000000..198cbf3 --- /dev/null +++ b/snippets/Configuring-settings-with-Group-Policy-Draftable-Legal.mdx @@ -0,0 +1,143 @@ +**Video Resource:** For a comprehensive understanding of Draftable group policy, we offer our specially crafted explainer video, accessible [via this link.](/hc/en-us/articles/27925463968793-Draftable-Legal-Enterprise-Configuration-with-Group-Policy-and-MS-Intune) + +## What is Group Policy? + +Group Policy is a feature in Microsoft Windows that provides centralized management and configuration of operating systems, applications, and users' settings in an Active Directory environment. This is particularly useful in enterprise settings, where maintaining uniform configurations across multiple machines is critical. + +If you prefer to work directly with the windows registry and not use Group Policy, [here is an article](/hc/en-us/articles/24732245077401-Most-common-Draftable-Legal-registry-configurations) discussing all the registry key options you can set directly if that is your preferred configuration method. + +## Obtaining the administrative templates + +Group Policy is supported by Draftable irrespective of installation mechanism. The only difference between installation mechanism is where the administrative templates are installed to (and may need to be copied from into the administrative store). The administrative templates are found in the **GroupPolicy** folder under the product installation path. + +For the Default MSI Installer the path will also contain a version number and the latest administrative templates will be in the folder with the latest version. Example path for Default Installer: + +```bash +%LocalAppData%\DraftableDesktop\app-2.4.5500\GroupPolicy +``` + +For Machine-Wide MSI installations, the location of the Group Policy templates will typically default to: + +```bash +C:\Program Files\Draftable Desktop +``` + +An easy way of determining the location of the Group Policy folder location is to right click the Draftable Legal application shortcut on the desktop, open properties and select ‘open file location’.” + +Alternatively, you can always access the latest Group Policy templates from our knowledgebase article [here](/hc/en-us/articles/28666057117721-Draftable-Legal-Group-Policy-Template-Files). + +## Installing the administrative templates + +To install the templates, copy all files/folders in the **GroupPolicy** folder to the following location on the system(s) from which Group Policy will be managed: + +```bash +C:\Windows\PolicyDefinitions +``` + +You could perform the following alternate methods of installing administrative templates, by either: + +- If your organization maintains a Central Store, copy the administrative templates to the + Central Store’s network path. +- Import custom and third party partner ADMX templates using [Microsoft Intune.](https://learn.microsoft.com/en-us/mem/intune/configuration/administrative-templates-import-custom) + +You will also need to copy the .adml files from the **GroupPolicy** folder in Draftable Desktop and paste these into the en-US folder within the **PolicyDefinitions** folder in C Drive: + +```bash +C:\Windows\PolicyDefinitions\en-US +``` + +## Editing the policies in the Group Policy editor + +Once the administrative templates are installed, the Draftable Pro policies can be found in Group +Policy editor under: + +- Computer Configuration > Administrative Templates > Draftable +- User Configuration > Administrative Templates > Draftable + +Some settings may only be listed under one of the two scopes if they’re not supported on the other. + +## Policy settings + +These are the policy settings that can be set via Group Policy: + +### Draftable Desktop group policy (affects both Desktop and Legal) + +- **1-Click definition:** By copying the 1-Click Compare export item (pictured below), you can copy the instruction to set the group policy definition to a default behavior. + + ![](/images/draftable-legal/image-214.png) + +- **Setup automatic updates on behalf of users (non-MSI installer):** By default, users' Draftable applications are automatically updated. If this policy is set to the disabled setting, the app can only be updated manually from the settings window. +- **Configure custom error message:** This option allows you to set a custom error message that will be shown when something goes wrong when executing a comparison. +- **Configure customer contact support email body:** This option allows you to  a custom email message that will be shown when user will see Outlook email with logs, after an error in the application. +- **DOCX Conversion Engine:** Specify which conversion engine to use when converting Word documents to PDF. + - Use 'Default' to use Draftable recommended engine. The default engine may change between versions. + - Use 'Office' to use Microsoft Office. + - Use 'Internal' to use Draftable Engine. +- **Free text font family:** Allows you to set custom font family for free text comparisons. Default font is Arial. +- **Header and footer detection:** An experimental feature for detecting headers and footers in documents. When enabled, the product key must also be entered as part of the policy setting. +- **Hide 1-Click tab from users:** Allows you to hide 1-Click tab in the Settings. Note that it'll not remove 1-click in the integrations such as Windows Context Menu. +- **Enable to show 1-Click export options:** Allows you to see the "copy to clipboard" export option (in the image pictured above) as so be able to configure the **1-Click definition** group policy item. +- **Configure product key:** Add the product key to be used for automatic license activation. +- **Send usage statistics:** When enabled, statistics on user machines are sent to Draftable servers for diagnostic purposes. +- **Configure Word Application usage Policy:** This setting when enabled, sets the setting for Microsoft Word to only use a single instance of Word, when converting documents to pdf. +- **Configure submission of exception reports:** Assists Draftable Legal in identifying issues and improving the product. When enabled, the administrator has 2 additional options: Always send exceptions or never send exceptions. +- **Launch Draftable Automatically when Windows starts:** If you enable this policy setting, Draftable will launch automatically when Windows starts, unless the user explicitly opts out from the settings window. +- **Accept terms and conditions on behalf of users:** Users are prompted to accept the terms and conditions on first-time application start. When enabled this will automatically accept said terms and conditions. +- **Users can share error logs:** When goes wrong while executing comparison, by default users are prompted with an error dialog that has a button to draft an email with logs attached. This setting can hide that option, by default it's enabled. + +### Draftable Legal group policy (Only applicable for Draftable Legal) + +- **Admin Base Profiles Only:** Enabling this setting removes the Draftable Default Template and disables importing of other user profiles. Essentially, it forces users to only use admin template files only. +- **Disable Legacy Document Elements Warning Dialog:** When Draftable detects legacy elements in a document’s structure, it displays a warning dialog. Use this policy setting is intended to disable the warning for users, allowing the system to automatically bypass it on their behalf.By Enabling this policy you're disabling the warning dialog. +- **Enable automatic selection of the two latest versions:** If a single file with multiple versions is selected, Draftable loads the two most recent versions of that document. If this group policy is enabled, Draftable will automatically load the other most recent version of the document. +- **Enable Changed Pages Output:** Enabling this setting allows the changed pages comparison output type to be enabled within the comparison viewer and selectable option for 1-Click compare. By default, this setting is set to true. +- **Enable Excel Redline Output:** Enabling this setting allows the Excel Redline comparison output type to be enabled within the comparison viewer and selectable option for 1-Click compare. By default, this setting is set to true. +- **Enable Native Office Output:** Enabling this setting allows the Native Office comparison output type to be enabled within the comparison viewer and selectable option for 1-Click compare. By default, this setting is set to true. +- **Enable Redline DOCX Output:** Enabling this setting allows the Redline DOCX comparison output type to be enabled within the comparison viewer and selectable option for 1-Click compare. By default, this setting is set to true. +- **Enable Redline PDF Output:** Enabling this setting allows the Redline PDF comparison output type to be enabled within the comparison viewer and selectable option for 1-Click compare. By default, this setting is set to true. +- **Enable Redline Excel compare (preview):** This feature allows users to compare two Excel documents by highlighting all differences and changes, following the Redline standard for clear and precise review. Enabling this setting allows for users to be able to utilize this preview feature. +- **Enable Side-By-Side Output Comparison:** Enabling this setting allows the Side by Side comparison output type to be enabled within the comparison viewer and selectable option for 1-Click compare. By default, this setting is set to true. +- **Enable Track Changes in Word Output:** Enabling this setting allows the Track Changes comparison output type to be enabled within the comparison viewer and selectable option for 1-Click compare. By default, this setting is set to true. +- **Configure an organisation identifier:** This policy setting allows you to specify an organization identifier (GUID) that will be included in all telemetry events. The identifier is used to associate telemetry with your organization for reporting and analysis. No user-level personally identifiable information (PII) is collected or transmitted. +- **Enable custom contact details:** Allows you to set the custom contact details to replace support@draftable.com in all dialog windows and as email recipient. +- **Redline Settings Default Profile Name:** Allows the user to set the default profile that is used for Redline comparisons. See our [article here](/hc/en-us/articles/22665341687705-Configuring-Redline-profiles-within-Group-Policy) about how to configure this policy. +- **Enable iManage integration on behalf of users:** By default users with a Draftable Legal license have iManage integration activated. By setting this policy to disabled, users cannot setup iManage integration. +- **Enable iManage automatic log in:** Enables iManage automatic log in with the Draftable application start. It may show iManage log in screen, which depends on iManage configuration already configured. By default, this setting is set to false. +- **Enable local iManage HTTP listener:** Enables local http listener that will allow for running Draftable from iManage site. For information regarding this configuration, please see [here.](/hc/en-us/articles/33978111642905-Alternative-iManage-HTTP-listener-service-installation-guide-for-Draftable-Legal) +- **Enable HTTP Listener Communication Port:** Specifies the iManage HTTP Listener Communication Port. +- **Imanage On Premise Client ID:** Used to integrate an On-Premise instance of iManage with Draftable Pro. The value of the client ID can be entered in this field for automatic integration. +- **Imanage On Premise Server URL:** Used to integrate an On-Premise instance of iManage with Draftable Pro. The value of the Server URL can be entered in this field for automatic integration. +- **iManage persistent session:** Specifies the iManage Persistent session process to be running. + **Recommended to be disabled for SSO scenario login policy. Important to be enabled for a non SSO scenario. By default, this property is set to true**. + +- **Enable Epona integration:** Specifies whether the Epona integration will be enabled in the application. +- **Enable automatic selection of the two latest versions:** If enabled, when a single file with multiple versions is selected from a DMS, Draftable loads the two most recent versions of that document. If a file version is selected, Draftable will automatically load the other most recent version of the document. +- **Enable NetDocuments integration**: Specifies whether the NetDocuments integration will be enabled in the Draftable Legal application. +- **Enable Worldox integration:** Specifies whether the Worldox integration will be enabled in the application. +- **Never share obfuscated documents:** By default submission of the obfuscated files is enabled and users can opt out. If you enable this policy setting submission of the obfuscated files is always disabled. If you disable this policy setting submission of the obfuscated files is always enabled. +- **Enable VSTO Add-In (Outlook):** If you enable this policy setting, the Outlook VSTO Add-In will be automatically installed when Draftable Desktop Pro is launched. Machines and users that already have the Outlook VSTO Add-In installed will not be affected. +- **iManage Communication Port:** Allows the user to allocate the communication port used for their iManage integration. This works for both the On-premises version and cloud versions of iManage. For the integration process itself, please see [this article](/hc/en-us/articles/22860371094681-Configuring-iManage-to-be-able-to-launch-comparisons-directly-from-within-iManage) for the full guide. +- **Redline Settings Base Profile:** Specifies a named set of configuration settings used for compares. Optionally allows for enforcing properties on all profiles. More information can be found in [this article.](/hc/en-us/articles/22665341687705-Configuring-Redline-profiles-within-Group-Policy) +- **Redline pdf output enabled**: Allows disabling of the Redline PDF output option via group policy. Redline pdf output can be disabled by setting this property to False. By default, it's set to True +- **Redline Settings Profile (1-9):** Allows the user to preload Redline settings profiles to be used within Draftable Legal. See our [article here](/hc/en-us/articles/22665341687705-Configuring-Redline-profiles-within-Group-Policy) about how to configure this policy. +- **Enable Sharepoint integration:** Specifies whether the SharePoint integration will be enabled within Draftable Legal. +- **Suppress table cell revisions for Track Changes Output:** When enabled, this will automatically accept table layout changes when exporting to tracked changes output to avoid these comment bubbles being left in on the right-hand side of the document. +- **User Team Name:** Allows the user to allocate a team name to their account, which can restrict what Redline settings profiles can be used within Draftable Legal. See our [article here](/hc/en-us/articles/22665341687705-Configuring-Redline-profiles-within-Group-Policy) about how to configure this policy. +- **Enable Three Pane View for Redline PDF comparison type:** By default Three Pane view will be available to show for Redline PDF comparison type. By enabling this group policy feature can be hidden for users by setting this option to be disabled. +- **Enable VSTO Add-In (Word):** If you enable this policy setting, the Word VSTO Add-In will be automatically installed when Draftable Legal is launched. Machines and users that already have the Word VSTO Add-In installed will not be affected. + +## Priority of Group Policy settings + +Unless otherwise noted, the order of precedence from highest priority to lowest priority is: + +- User Policy (set in User Configuration) +- Computer Policy (set in Computer Configuration) +- User Setting (set by the user through the UI or by the user manually editing the registry) + +If no policy setting exists, the user setting is used. + +## Using Microsoft Intune + +Microsoft Intune is a cloud-based service provided by Microsoft that helps organizations manage and secure their devices, applications, and data. + +If you are using Microsoft Intune, you can use it to install Group Policy for Draftable Legal. Follow the [Microsoft documentation](https://learn.microsoft.com/en-us/mem/intune/apps/lob-apps-windows) for more information. \ No newline at end of file diff --git a/snippets/Deployment-options-via-MSI-System-wide-installer.mdx b/snippets/Deployment-options-via-MSI-System-wide-installer.mdx new file mode 100644 index 0000000..1462b42 --- /dev/null +++ b/snippets/Deployment-options-via-MSI-System-wide-installer.mdx @@ -0,0 +1,81 @@ +## Deployment options via standard MSI installer + + +Download and run the Machine Wide MSI (you can download the latest version of this installer via [https://dl.draftable.com/desktop/DraftableDesktopSystem.msi](https://dl.draftable.com/desktop/DraftableDesktopSystem.msi)) + + +In the installation menu, select the **Advanced** option and click 'next' + Select item to see menu + + ![](/images/draftable-legal/image-216.png) + + + + In the Advanced screen, you will see an expandable feature tree user interface. Expand the **Draftable Desktop** node, then the **Office add-ins** node to view individual add ins (pictured) + + ![](/images/draftable-legal/image-217.png) + + + +**Select** the add in(s) that you do not want installed and use the menu to select **Entire feature will be unavailable** + + ![](/images/draftable-legal/image-218.png) + + + + Select **Install** to proceed with installation without the add-in(s) + + +The iManage HTTP Listener Service requires more configuration beyond that is setup in this article. The steps in this article merely deploys the Listener Service, but for complete configuration [please see here.](/hc/en-us/articles/33978111642905-Alternative-iManage-HTTP-listener-service-installation-guide-for-Draftable-Legal) + +## Custom MSI deployment via scripted automated installs + +The following steps are suitable for administrators deploying Draftable Desktop via a command line interface, InTune or similar. It outlines how to programmatically control features being installed by the MSI via the well-known [ADDLOCAL property (link to Microsoft Learn page)](https://learn.microsoft.com/en-us/windows/win32/msi/addlocal).  This allows administrators to provide a comma-separated list of features to be installed. + +The features available for specification are listed in the table below + +| Feature name ("Title") | Feature ID ("Feature") | +| :--------------------- | :--------------------- | +| Draftable for Outlook | OutlookAddin | +| Draftable for Word | WordAddin | +| Draftable for Excel | ExcelAddin | +| Desktop | DesktopShortcut | +| Start Menu | StartMenuShortcut | +| iManage HTTP Listener Service | HttpListener | + +Use the ADDLOCAL property to programmatically specify which 'Features' are installed by the MSI by listing the Feature ID (see table above). *Note, this property specifies what IS INSTALLED. Features absent from this property will NOT be installed.* + +### Basic command - MSI installation + +Below is a **basic** example of how to install Draftable via a command line. This example shows installation without the Outlook add-in but including the Word and Excel add-ins and the two shortcuts and the iManage HTTP Listener Service. + +```bash +msiexec /i DraftableDesktopSystem.msi ADDLOCAL=StartMenuShortcut,DesktopShortcut,HttpListener,WordAddin,ExcelAddin +``` + +Based on the above, running the installer would result in the following Advanced UI set-up: + + +![](/images/draftable-legal/image-219.png) + + +### Advanced command - MSI installation + +If you wanted a more complex configuration that specifies:  + +- The install location +- Multiple Draftable add-ins +- HTTP listener service for imanage +- Quiet/silent installation +- Specify no machine restart after installation +- Verbose logging of the full install. **Recommended** if you are having issues with certain components not installing correctly. + +The command below is more **advanced** with demonstrates more options during installation. + +```powershell +Start-Process msiexec -ArgumentList '/i "DraftableDesktopSystem.msi" ADDLOCAL=StartMenuShortcut,DesktopShortcut,HttpListener,WordAddin,ExcelAddin,OutlookAddin INSTALLDIR="C:\Program Files (x86)\Draftable" /qn /norestart /L*V "C:\Logs\draftable_install.log"' -Wait +``` + +For logging to work, please ensure you create the logging location **prior** to installation. This command will also wait to complete before returning to the command line, that way you know when the installation is completed.  + +If you need further assistance in deploying the Draftable Machine-wide MSI via command line, please contact [support@draftable.com](mailto:support@draftable.com) diff --git a/snippets/Draftable-Legal-Group-Policy-Template-Files.mdx b/snippets/Draftable-Legal-Group-Policy-Template-Files.mdx new file mode 100644 index 0000000..a0a0d1d --- /dev/null +++ b/snippets/Draftable-Legal-Group-Policy-Template-Files.mdx @@ -0,0 +1,72 @@ +For the convenience of all administrative users, attached to this article are both the ADML and ADMX template files for **Draftable Legal version 25.11.100** + +If you require further information regarding group policy, see the dedicated article [here](/hc/en-us/articles/18763487262105-Configuring-settings-with-Group-Policy-Draftable-Legal). Otherwise, please get in contact with us at [support@draftable.com](mailto:support@draftable.com) + + + +1 KB + + + 20 KB + + + + 30 KB + + + + 910 Bytes + + + + 20 KB + + + + 405 Bytes + + + + 466 Bytes + + + + 20 KB + + + diff --git a/snippets/Enterprise-deployment-options.mdx b/snippets/Enterprise-deployment-options.mdx new file mode 100644 index 0000000..a7a765b --- /dev/null +++ b/snippets/Enterprise-deployment-options.mdx @@ -0,0 +1,118 @@ +**Video Resource:** For a comprehensive understanding of Draftable deployment options, we offer our specially crafted explainer video, accessible [via this link.](/hc/en-us/articles/27925753073689-Draftable-Legal-Installer-Types-Breakdown) + +As of Draftable Legal version 25.3.00 (released March 31st 2025), we have dropped support of the **Per User MSI** Installer. We will be removing references to this installer over the coming weeks from our knowledgebase and if you have any questions or concerns, please get in contact with out support team at [support@draftable.com](mailto:support@draftable.com) + +## Configuring Draftable Legal settings via Group Policy + +Draftable Legal offers a range of Group Policy settings for license deployment, application configuration and update management. More information is documented [here](/hc/en-us/articles/18763487262105-Configuring-settings-with-Group-Policy-Draftable-Legal). + +## Downloading specific versions of the installers + +Users can download specific versions of the installer files if they wish to install a specific version. The format schema for these direct links to a specific version takes the following form: + +```bash +https://dl.draftable.com/desktop/DraftableDesktopSetup-.exe +``` + +Where **``** represents the version number you wish to download, and **``** indicates the type of installer you want to download. + +For example, if you wanted to download the default installer version 2.16.100, the link would appear as below: + +```bash +https://dl.draftable.com/desktop/DraftableDesktopSetup-2.16.100.exe +``` + +Lastly, if you wanted to download a machine-wide installer, version 2.13.100, the link would appear as below + +```bash +https://dl.draftable.com/desktop/DraftableDesktopSystem-2.13.000.msi +``` + +## Draftable Legal Installer for enterprise deployments + +For deployments in enterprise environments, the default installer for Draftable Legal may not be suitable. Draftable Legal offers two alternative installers: a per-user MSI installer and a machine-wide MSI installer. + +Each installer has trade-offs, different recommended deployment scenarios, advantages, and installation steps. + +### Default Installer + +**Installer Type:** Regular executable (.exe) + +**Installer Scope:** Per-user + +**Requires Admin:** No + +**Recommended scenarios:** Individual users, small-scale deployments + +**Download URL:** [https://dl.draftable.com/desktop/DraftableDesktopSetup.exe](https://dl.draftable.com/desktop/DraftableDesktopSetup.exe) + +This installer is recommended for most scenarios and is the default installer provided. It's the easiest to use and has minimal requirements - ideal for individual users. + +#### Benefits + +- No administrator privileges are required for installation +- Updates are automatically applied + +#### Notes + +- Each user on the system needs to run the installer (per-user deployment) +- Each user maintains their own copy of the product + +#### Installation + + + Run the installer + + + Follow the prompts, which will include selecting the install location and entering the product key + + + Draftable Desktop is installed and ready to use + + + +#### Machine-Wide MSI + +**Also Known As:** Native MSI, Per-Machine MSI + +**Installer Type:** MSI (Windows Installer) + +**Installer Scope:** System + +**Requires Admin:** Yes + +**Recommended scenarios:** Citrix & Remote Desktop Services deployments, high-security environments + +**Download URL:** [https://dl.draftable.com/desktop/DraftableDesktopSystem.msi](https://dl.draftable.com/desktop/DraftableDesktopSystem.msi) + +This installer is only recommended for specific deployment scenarios where the other installers are unsuitable. The most common scenario is Microsoft RDS and Citrix deployments where a single shared installation is desired, typically for storage efficiency. + + +This installer is a "true" system-wide installer, unlike the Per-User MSI. The software is installed to a +system-wide location and can be launched by all users of the system, including concurrently as in RDS +and Citrix deployments. + +#### Benefits + +- A single installation can be shared by all users on that machine +- Administrators have the control to manage updates +- Offers support for concurrent usage by multiple users on that machine + +#### Notes + +- Administrator rights are required for the initial installation and updates +- All product updates must be manually downloaded and installed +- System dependencies must be manually installed (e.g. .NET) + +#### Installation + + +Run the installer with administrator rights + + +Follow the prompts, which will include entering the install location and entering the product key + + +Draftable Legal is installed and ready to use + + \ No newline at end of file diff --git a/snippets/How-To-Configure-End-User-Troubleshooting-Error-Messages-Logs-and-Contact-Email.mdx b/snippets/How-To-Configure-End-User-Troubleshooting-Error-Messages-Logs-and-Contact-Email.mdx new file mode 100644 index 0000000..2d64330 --- /dev/null +++ b/snippets/How-To-Configure-End-User-Troubleshooting-Error-Messages-Logs-and-Contact-Email.mdx @@ -0,0 +1,136 @@ + +**Please note:** + +Only registry keys have the option to configure the email address that is sent by default for these error messages. + + +## Group Policy Objects + +Before configuring group policy, ensure you are using the latest group policy template files, which can be found [here](/hc/en-us/articles/28666057117721-Draftable-Legal-Group-Policy-Template-Files). To configure the error message settings via Group Policy, see each of the objects below. + +### Configure Custom Error Message + +This group policy object allows you to set a custom error message that will be shown when an error occurs. + +Policy Location: User Configuration > Administrative Templates > Draftable +Object Name: Configure custom error message +Description: Set a custom error message to show for users when there is an error when executing a comparison. + + +![](/images/draftable-legal-configure-end-user/image-1.png) + + +### Configure Custom Contact Support Email Body + +This group policy object sets the response body of the email that users can send when prompted with an error. + +Policy Location: User Configuration > Administrative Templates > Draftable +Object Name: Configure custom contact support email body +Description: Set a custom email message that will be shown when the user sees Outlook email with logs, after an error in the application. + + +![](/images/draftable-legal-configure-end-user/image-2.png) + + +### Never share obfuscated documents + +This group policy object sets the behaviour for sending/sharing obfuscated documents when sending emails for unable to compare error messages. + +Policy Location: User Configuration > Administrative Templates > Draftable Desktop Legal +Object Name: Never share obfuscated documents +Description: Set this policy to be enabled, which means that obfuscated document submission is always disabled, or set the policy to disabled to ensure that documents sent via error messages are always obfuscated. + + +![](/images/draftable-legal-configure-end-user/image-3.png) + + +### Users can share error logs + +This group policy object sets global policy whether a user can share error logs. + +Policy Location: User Configuration > Administrative Templates > Draftable +Object Name: Users can share error logs +Description: Enabled means that users can share error logs, disabled means that users cannot share error logs. + + +![](/images/draftable-legal-configure-end-user/image-4.png) + + +## Registry Keys + +All registry keys should be created under Computer\\HKEY\_CURRENT\_USER\\Software\\Draftable\\Feature and should be of type REG\_SZ. If the key does not already exist, you can simply just create it. + + +**Please note:** + +For system-wide configuration, it is highly recommended that you place the registry keys under Computer\\HKEY\_LOCAL\_MACHINE\\Software\\Policies\\Draftable\\Feature + + +### Custom Compare Error Message + +This registry key allows you to set a custom error message that will be shown when an error occurs. + +```bash +Key: HKCU:\\Software\\Draftable\\Feature +Value name: CustomCompareErrorMessage +Value type: REG\_SZ +Value data: +``` + +For the value **<key>,** enter a string to change the text of the error message that is displayed for users. + +### Custom Email Support Message + +This registry key sets the response body of the email that users can send when prompted with an error. + +```bash +Key: HKCU:\\Software\\Draftable\\Feature +Value name: CustomEmailSupportMessage +Value type: REG\_SZ +Value data: +``` + +For the value **<key>,** enter the desired email body string to change the body text of the default support email. + +### Custom Error Contact Info Setting + +This registry key sets the email address to which the support email will be sent when users are prompted with an error. + +```bash +Key: HKCU:\\Software\\Draftable\\Feature +Value name: CustomErrorContactInfoSetting +Value type: REG\_SZ +Value data: +``` + +For the value **<key>,** enter the desired default contact email address for users to send their support queries. + +### Never share obfuscated documents + +This registry key sets whether obfuscated documents can be sent or not sent via email as part of a comparison error message. + +```bash +Key: HKCU:\\Software\\Draftable\\Compare +Value name: NeverShareObfuscatedDocuments +Value type: REG\_DWORD +Value data: +``` + +For the value **<key>**, this can be set to "1" for enabled, which means that obfuscated document submission is always disabled, or set the key to "0" disabled to ensure that documents sent via error messages are always obfuscated. + +### Users can share error logs + +This registry key sets whether log files can be sent or not sent via email as part of a comparison error message. + +```bash +Key: HKCU:\\Software\\Draftable\\Feature +Value name: CompareErrorWindowAllowsToEmailLogs +Value type: REG\_DWORD +Value data: +``` + +For the value **<key>**, this can be set to "1" for enabled, which means log files can be sent, or set the key to "0" disabled, which disables log files from being sent. + +Ensure all configurations are correctly applied by restarting Draftable Legal or the user's computer if necessary. These settings will help streamline troubleshooting by providing custom error messages and facilitating smoother communication between the users and the support team. If you have any issues with configuration, please email us at [support@draftable.com](mailto:support@draftable.com) + + diff --git a/snippets/Redline-comparisons.mdx b/snippets/Redline-comparisons.mdx new file mode 100644 index 0000000..25179bd --- /dev/null +++ b/snippets/Redline-comparisons.mdx @@ -0,0 +1,139 @@ +## What are Redline Comparisons? + +Redline comparisons are a method to visually display the differences between two documents by highlighting the changes directly in the text within a single document view. + +In Draftable Legal, Redline comparisons show deleted, inserted, and moved text with distinct formatting and colors that make it easy to identify modifications at a glance. Additionally Draftable Legal also offers a Redline comparison output as Tracked Changes Word document. + +## How to View Redline Comparison in Draftable Legal : + +To view a Redline comparison in Draftable, follow these simple steps: + + + +Open the [Draftable Legal New Comparison window](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + + ![](/images/using-draftable-redline-comparisions/image-1.png) + + + +Select the two documents you want to compare, either by browsing your files or dragging and dropping them into the compare window + + +Once the documents are selected, tick the box for **Redline (.pdf)** in the comparison type row + + ![](/images/using-draftable-redline-comparisions/image-2.png) + + + +Click the **Compare** button to run the comparison + + +After the comparison is complete, Draftable will display the results in the Redline comparison view + + ![](/images/using-draftable-redline-comparisions/image-3.png) + + + + +## Creating Redline comparison outputs: + +Redline comparison outputs are useful if you wish to have a portable comparison copy. There are a few different variants of these outputs which are: + +1. Redline PDF - Output of the Redline comparison as a PDF file +2. Changed Page PDF - Output of the Redline comparison as PDF file, but only shows the pages that contain changed content +3. Word with Tracked Changes - Output of a Redline comparison converted into a Word with Tracked changes document. + + +As an alternative option, this topic is included in our specially crafted explainer video. + + +To create these outputs, follow the procedure below: + + + +Open the [Draftable Legal New Comparison window](/hc/en-us/articles/19002140760217-Launching-a-Comparison-in-Draftable-Legal-A-Step-by-Step-Guide) + + ![](/images/using-draftable-redline-comparisions/image-4.png) + + + +Select the two documents you want to compare, either by browsing your files or dragging and dropping them into the compare window + + +Once the documents are selected, tick the box for **Redline (.pdf)** in the comparison type row + + ![](/images/using-draftable-redline-comparisions/image-5.png) + + + +Click the **Compare** button to run the comparison + + +After the comparison is complete, Draftable will display the results in the Redline comparison view + + ![](/images/using-draftable-redline-comparisions/image-6.png) + + + +On the top ribbon menu you can select multiple options to save your comparison. + + ![](/images/using-draftable-redline-comparisions/image-7.png) + + These options are: + - **Open:** Immediately open the output in another program (PDF viewer or Microsoft Word for tracked changes). + + ![](/images/using-draftable-redline-comparisions/image-8.png) + + - **Save:** Directly save the output to a location on your computer. + + ![](/images/using-draftable-redline-comparisions/image-9.png) + + - **Save to DMS(As a new file or a new version):** Directly save the output to your connected DMS option (i.e. iManage account). For example; Our article on [iManage](/hc/en-us/articles/20525575831705-Running-compares-with-files-from-iManage-and-saving-outputs-to-iManage) goes in-depth on this topic**. + + ![](/images/using-draftable-redline-comparisions/image-10.png) + + - **Print:** Print the selected output to a printer device. + + ![](/images/using-draftable-redline-comparisions/image-11.png) + + - **Copy to Clipboard:** Directly copy the output to your PC's clipboard. There are options to select multiple options and zip these files as well. + + ![](/images/using-draftable-redline-comparisions/image-12.png) + + - **Email:** Automatically opens your email processor and attaches the desired output to a new email. We have an [article here](/hc/en-us/articles/16115297005849-Emailing-comparison-outputs) with more information. + + **Please note: This workflow is not supported for users using 'New' Outlook.** + + ![](/images/using-draftable-redline-comparisions/image-13.png) + + + + +Each of these output methods each contain their own options for specific outputs. These combinations are discussed below: + +- **Redline PDF/DOCX:** This output shows the newer document and marks up all changes on top of that in the Redline view +- **Changed Pages PDF:** This output shows only the changed pages between the older and newer document. It marks up all changes in the changed pages as a Redline view +- **Tracked Changes:** This output is an MS Office document with the changes shown in Track Changes (a Microsoft Office feature) +- **Changes report:** An output that generates a document that contains all changes within a series of tables, making it easy to quickly see what specifically has changed between the documents. +- **CSV Change Report:** Export the changes into a CSV file for detailed analysis or record-keeping. + + ![](/images/using-draftable-redline-comparisions/image-14.png) + +- **Original file:** An copy of the older document +- **Modified file:** An copy of the newer document + +## Benefits of Redline Comparisons: + +Redline comparisons in Draftable offer several benefits, including: + +1. Clarity: By displaying the changes directly in the text, Redline comparisons provide a clear and easy-to-understand representation of the differences between the two documents. +2. Efficiency: As Redline comparisons show changes in a single page, this enables users to quickly identify and review changes, which can be more efficient compared to side-by-side comparisons. +3. Customization: Draftable allows users to [customize the formatting and colors](/hc/en-us/articles/16549612535705-Redline-comparison-settings) (markup schema) used in Redline comparisons, ensuring that the display meets their specific preferences and requirements. + +## Limitations of Redline Comparisons: + +Despite their benefits, Redline comparisons also have some limitations: + +1. Complexity: In documents with a high number of changes or complex formatting, Redline comparisons may become difficult to read and navigate. +2. Non-Text Elements: Redline comparisons primarily focus on text changes +3. Missing context: Redline changes cannot provide the full context of a change in the same way as a side by side output, making some changes harder to interpret diff --git a/snippets/Side-by-side-comparisons.mdx b/snippets/Side-by-side-comparisons.mdx new file mode 100644 index 0000000..c420151 --- /dev/null +++ b/snippets/Side-by-side-comparisons.mdx @@ -0,0 +1,102 @@ +## What Are Side-by-Side Comparisons? + +Side-by-side comparisons are a method for visually displaying the differences between two documents by showing both the original and modified versions simultaneously. Changes are highlighted directly in each document, with deletions marked in the original document and insertions in the modified document. + +In Draftable Legal, side-by-side comparisons make it easy to identify document changes by presenting the two documents in parallel. It also provides additional tools such as synced scrolling and a change list for an efficient review process. + +## How to View Side-by-Side Comparisons in Draftable Legal: + +To view a side-by-side comparison in Draftable Legal, follow these steps: + + + + **Open the Draftable Legal New Comparison window.** + + ![](/images/using-draftable-side-by-side/image-1.png) + + + + + **Select the two documents** you want to compare by either browsing or dragging and dropping them into the comparison window. + + ![](/images/using-draftable-side-by-side/image-2.png) + + + + **Choose Side-by-Side Comparison** as the comparison type in the comparison type row. + + ![](/images/using-draftable-side-by-side/image-3.png) + + + + **Click the Compare button** to generate the comparison. + + + Once the comparison is complete, Draftable Legal will display the side-by-side comparison view. + + ![](/images/using-draftable-side-by-side/image-4.png) + + + + +## Key Features of Side-by-Side Comparisons: + +The side-by-side comparison viewer offers a range of features for ease of use: + +- **Documents Display:** The original document is displayed on the left, while the modified version is shown on the right. +- **Scrollbar with Highlights:** A vertical scrollbar between the documents highlights where changes occur, providing a visual guide to locate modifications. +- **Synced Scrolling:** Both documents scroll simultaneously, ensuring that corresponding sections of each document stay aligned. +- **Change List:** A summary of all modifications is shown in a change list on the right, offering a structured overview of the differences. The list can be filtered to show specific change types (e.g., insertions, deletions) or content types (e.g., text, images, tables). + +## Creating Outputs from Side-by-Side Comparisons: + +Draftable Legal allows you to export side-by-side comparisons into various formats for further review or sharing. + +To export a comparison, follow these steps: + + + + **Run a side-by-side comparison.** + + + **Choose your desired output** from the "Comparison Result" menu, found in the ribbon menu at the top. + + ![](/images/using-draftable-side-by-side/image-5.png) + + + + Select the **output option** you wish to proceed with. + + + ![](/images/using-draftable-side-by-side/image-6.png) + + + + +There are many output options, and each of these these include: + +- **Side-by-Side PDF:** A PDF showing both documents with the changes highlighted side-by-side. +- **Single document:** Output that condenses all the changes as a single document, similar to Redline PDF. +- **Original/Modified file:** Shows either original or modified file with changes highlighted as part of that specific file. +- **Changes report:** An output that generates a document that contains all changes within a series of tables, making it easy to quickly see what specifically has changed between the documents. +- **CSV Change Report:** Export the changes into a CSV file for detailed analysis or record-keeping. + + ![](/images/using-draftable-side-by-side/image-7.png) + +- You can **Save, Open, Print, Copy to Clipboard**, **Save to DMS (i.e iManage)** or **Email** the comparison result. + +## Benefits of Side-by-Side Comparisons: + +Side-by-side comparisons offer several advantages: + +- **Visual Clarity:** With both documents displayed simultaneously, it's easy to visually identify differences such as text changes, formatting modifications, or moves. +- **Efficient Navigation:** Features like synced scrolling and the change list allow users to quickly navigate through lengthy documents and pinpoint alterations. +- **Comprehensive Review:** The side-by-side display ensures that all changes are visible, helping users understand the full context of the modifications. + +## Limitations of Side-by-Side Comparisons: + +Despite their usefulness, side-by-side comparisons also have some limitations: + +- **Different Output Format:** While side-by-side comparisons are effective for visual review, they do not offer the same redline markup that some users prefer for text-based comparisons. +- **Document Alignment:** In cases where the structure of the two documents varies significantly, synced scrolling might not always align the sections perfectly, requiring manual adjustment. + diff --git a/snippets/Three-Pane-View-See-changes-in-context-with-older-newer-and-redlined-documents-in-one-screen.mdx b/snippets/Three-Pane-View-See-changes-in-context-with-older-newer-and-redlined-documents-in-one-screen.mdx new file mode 100644 index 0000000..6683400 --- /dev/null +++ b/snippets/Three-Pane-View-See-changes-in-context-with-older-newer-and-redlined-documents-in-one-screen.mdx @@ -0,0 +1,53 @@ +## The problem: Reviewing changes in context is painful + +When reviewing redlined documents, it can sometimes be hard to understand the intention behind a change. Many lawyers rely on having their older and newer documents open in other programs to be able to quickly review the context in which changes were made. The problem with this 'context switching' is it takes effort to find the right section of an input document, and even more concentration to connect that context to what is seen in your Redlined comparison output. + +## The solution: Three-Pane View + +From Draftable v2.15.100, users can now see switch the viewer mode to show the older, newer and redlined documents in one screen. This **Three Pane View** mode includes 'sync scrolling' across all documents shown, meaning you won't have to manually look for the right page of each document to complete your review. This guide provides a high level overview of how to use the 3-Pane View feature. + + + + In Draftable, **load your input files** into the **New Comparison Window**, + select the **Redline (.pdf)** and hit **Compare** + ![](/images/using-draftable-three-pane-view/image-1.png) + + + Once the comparison is complete the **Draftable Viewer** will open. In the + viewer ribbon menu selec the **Three Pane** command (pictured). + + **Note:** The Three Pane ribbon menu option will appear 'greyed out' until + the view is available. This may occur as the redline view is generated + before the three pane view. If the option is greyed out, please wait for + it to be enabled. + + ![](/images/using-draftable-three-pane-view/image-2.png) + + + The Viewer will switch to Three Pane mode (pictured). + ![](/images/using-draftable-three-pane-view/image-3.png) + + + You can resize the three panes by dragging the middle border between the + input files (left hand side) and redline (right hand side). + ![](/images/using-draftable-three-pane-view/image-4.png) + + + As you move any document (older, newer or redline), the other two will 'sync + scroll' to the relevant section to allow easy review of changes in context. + + + + + + You can switch back to Redline view by selecting **Redline** in the ribbon + menu (pictured) + ![](/images/using-draftable-three-pane-view/image-5.png) + + diff --git a/snippets/Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow.mdx b/snippets/Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow.mdx new file mode 100644 index 0000000..d6137a2 --- /dev/null +++ b/snippets/Using-1-Click-Compare-to-run-comparisons-with-your-preferred-default-workflow.mdx @@ -0,0 +1,214 @@ + +**Note:** + +Please note, to use this feature in your DMS, Administrators will need to update the relevant Draftable DMS Application. + + + +This topic is included in our specially crafted explainer video. + + +## What is 1-Click Compare? + +1-Click Compare gets you to your preferred next action in "1-Click". Users can launch a comparison of two files and generate their chosen 'next action' without any further steps. For example, you can use 1-Click Compare to go straight from selecting your files to: + +- Creating an email with redline outputs and input files attached. +- Copying input files and comparison outputs to your clipboard . +- Immediately printing your preferred comparison output. +- Saving your your preferred comparison output to your DMS +- Opening your Redline in Word + +## How to set up your default comparison workflow + + + +Open Draftable Desktop and go to the Settings Menu (in the top right corner of the launcher) + + + ![](/images/using-draftable-using-1-click/image-1.png) + + + +Navigate to the **1-Click Compare** tab on the left hand side of the settings menu, then under **Comparison Type**, select your preference. + - **Redline (.pdf)** - generates a redline output as a PDF + - **Redline (.docx)** - generates a redline output as docx + - **Tracked Changes (.docx)** - generates a redline as a docx file with Tracked Changes + - **Side-by-Side (.pdf)** - generates a side by side comparison as a PDF + + + ![](/images/using-draftable-using-1-click/image-2.png) + + + +Then select the **Next Action** you want to perform with your comparison result from the list of options (note, depending on your organizational settings, some DMS-related options in the screenshot below may not be available). + + + ![](/images/using-draftable-using-1-click/image-3.png) + + + +For certain **Next Actions** (e.g. Email, Copy to Clipboard), you may need to **choose which files you would like included** in the action. + + + ![](/images/using-draftable-using-1-click/image-4.png) + + + +Once you have selected your preferred workflow, it will automatically save. Select **Done** to close the settings menu. + + + +## Running 1-Click Compares + + + +To run the-using-1-click from your windows browser (i.e. for local files), simply navigate to the files you wish to compare, + + +Select the files you wish to compare while holding the 'Ctrl' button (to allow multi-select). + + **Note:** + + You must select the input files in the order you wish to compare them** (i.e. select the 'newer' document first and the 'older' document second). + + + +Once the files are selected, right click one of the files to show the Windows Context Menu. + + + **Note:** + + In Windows 11 you will need to hit 'See more options" at the bottom of the right click menu. + + + +Select **1-Click-Compare in Draftable** to start your default workflow + + ![1-click - windows context menu.png](/images/using-draftable-using-1-click/image-5.png) + + + +Your comparison will run automatically without any further action. You will see the comparison progress bar as it is performed. + + ![1-click - compare in progress.png](/images/using-draftable-using-1-click/image-6.png) + + + +Once the comparison is completed, your nominated next action will be actioned (example below shows an email being generated).  + + ![1-click - email generated.png](/images/using-draftable-using-1-click/image-7.png) + + + + +## Running 1-Click Compare from iManage + + +**Important notes:** + +To use 1-Click Compare in iManage, your Administrator will need to update the Draftable Universal Application for iManage and add the new 1-Click Compare command to your context menus ([see here for details](/hc/en-us/articles/22860371094681-Configuring-iManage-to-be-able-to-launch-comparisons-directly-from-within-iManage)). + + + + + Open iManage + + + Navigate to the folder where your input files are located + + + Select the two file(s) you wish to compare using 1-click compare, If choosing two separate files (as opposed to two versions of the same file) remember to select them in the correct order you wish to compare them (i.e. select the 'older' file first and the 'newer' file second). + + + Once the files are selected, **Right Click a file** and choose **1-Click Compare** from the drop down menu. + Or alternatively, you can use the icon in the ribbon (top) menu. + + ![](/images/using-draftable-using-1-click/image-8.png) + + You can select one file with multiple versions and choose **1-Click Compare** in the **right click or ribbon (top) menu**. In this case, if there are more than two versions to compare, the Draftable Version Selector menu will appear for you to choose the two files you wish to compare. The selected file versions should automatically load with the older version on the left and newer on the right. + + ![](/images/using-draftable-using-1-click/image-9.png) + + + + Your 1-Click Compare should now run with the selected files + + + +## Running 1-Click Compare from NetDocuments + + + +**Important notes:** + +To use 1-Click Compare in NetDocuments, users must first have their cabinet settings updated by their administrator to add the command in the 'send to application' options ([see here for details](/hc/en-us/articles/25960764447385-Set-up-guide-for-Draftable-Legal-integration-with-Netdocuments)). + + + + + Open NetDocuments + + + Navigate to the folder where your input files are located + + + Select the two file(s) you wish to compare using 1-click compare. Note: In NetDocuments, you must load exactly two separate files (as opposed to one file with multiple versions) for 1-Click Compare to work. + + + Once your files are selected, **right click** and select '**Send to application**' + + + ![selecting files for 1-click compare in NetDocuments.png](/images/using-draftable-using-1-click/image-10.png) + + + + In the send to application window, make sure only the two files selected are in the '**Marked Items**' list and select **'Draftable 1-Click Compare'** + + + ![1-Click send to application in NetDocuments.png](/images/using-draftable-using-1-click/image-11.png) + + + + Your 1-Click Compare should now run with the selected files + + + +## Running 1-Click Compare from SharePoint + + +**Important notes:** + +To use 1-Click Compare in SharePoint your Administrator will need to update the Draftable SharePoint extension to add the new 1-Click Compare command to your context menus ([see here for details](/hc/en-us/articles/25571809846297-Configuring-Sharepoint-Online-to-launch-directly-into-Draftable)). + + + + + Open SharePoint online in your web browser + + + Navigate to the Site and folder where your input files are located + + + Select the two files you wish to compare, remembering to select the files in the correct order you wish to compare them (i.e. select the 'older' file first and the 'newer' file second). + + + Once the files are selected, select **1-Click Compare** **from the ribbon** **menu** OR **Right Click** a selected file **and choose 1-Click Compare** from the drop down menu. + + ![](/images/using-draftable-using-1-click/image-12.png) + + If you select a **single file with multiple versions,** you can find the **1-Click Compare** command in by using the "..." elipses command in the ribbon (top menu, pictured) or by right clicking the file.  + + + ![](/images/using-draftable-using-1-click/image-13.png) + + If you select **1-Click Compare** on a file with **more than two versions**, SharePoint will open a **Version Selection Menu** (pictured) where you will be able to **select the two versions** you wish to load and hit **1-Click Compare**. The selected file versions should automatically load with the older version on the left and newer on the right.   + + + ![](/images/using-draftable-using-1-click/image-14.png) + + + + Your 1-Click Compare should now run with the selected files + + + diff --git a/snippets/Using-Draftable-Redline-in-Email.mdx b/snippets/Using-Draftable-Redline-in-Email.mdx new file mode 100644 index 0000000..664d086 --- /dev/null +++ b/snippets/Using-Draftable-Redline-in-Email.mdx @@ -0,0 +1,194 @@ + +**Note:** + +Please ensure that Draftable Legal is running and open in the background; otherwise, Redline in Email will not correctly operate in Outlook. + + + +**Warning:** + +Redline in Email is currently NOT supported for remote desktop, Citrix or RDP environments. Please consult your team if you believe you are operating in this environment. + + +## Using Draftable Redline in Email + +### Reply workflow - If you intend to Redline an Email or Accept and Reject changes + + + + To get started, you will first need to open an **existing email** and hit the **reply/reply** **all** button. + + ![](/images/using-draftable-redline/image-1.png) + + + + Perform any edits needed (or don't for now) and then open up the Draftable Redlining feature by clicking the 3 dots in the top right of the toolbar: + + ![](/images/using-draftable-redline/image-2.png) + + + + Then select the **Redline** in Draftable option: + + ![](/images/using-draftable-redline/image-3.png) + + + + **Note:** + + There are also options for *Compare attachments* and *1-Click Compare* options are included as workflow options in this Add-in. + + + + Once selected, a new menu will appear for you on the right-hand side of the email editor. You will have an option to "Redline my changes" or "Accept and Reject changes". + + Let's first go over how "Redline my changes" works. If you want to skip to learn to use "Accept or Reject changes", skip to step 7. + + ![](/images/using-draftable-redline/image-4.png) + + + + Select "Redline my changes" to begin seeing the Redline compare with your existing changes already made in the email draft. + + ![](/images/using-draftable-redline/image-5.png) + + + Here you also have the option to **Change Baseline** which allows you to select which baseline email is used for the Redlining of changes: + + ![](/images/using-draftable-redline/image-6.png) + + Simply select the email you wish to use as the Baseline and then continue with your workflow. + + + As you make changes in the email editor, these will automatically appear in the Email Redline preview window. Once you are satisfied with your changes, select "Apply to Email" on the bottom right side of the Email Redline window. Your changes will apply as below to your email draft as redline: + + ![](/images/using-draftable-redline/image-7.png) + + **Alternatively.** you can hit the "Copy" button to copy the contents of this change and create a new email instead. + + You can then send this redlined email to your intended recipient, and they will be able to view all the changes you made to that email. + + If you want to review the changes of a draft email that another person has already Redlined using the above process, this is where we would want to use the "Accept or Reject changes" option instead. + + + Open an email that has redlined changes. Ensure you open your new email, hit reply and open the Draftable Redline feature as mentioned in steps 1-4 earlier. + + ![](/images/using-draftable-redline/image-8.png) + + + + Select the "Accept or reject changes" option. + + + Once selected, the following window will appear. This window shows all the redlined changes that have been marked up by the sender of this email when they previously redlined the changes in their last email. + + ![](/images/using-draftable-redline/image-9.png) + + You can navigate through all the changes by selecting the **next** and **previous** buttons, and **Accept** or **Reject** changes as you review the redlined email. + + + **Note:** + + If you **accidentally** accept or reject a change, you can hit CTRL+Z to undo it. + + + + Continue accepting and rejecting changes until you are done, and then you are ready to reply, hit the **Create New Email** to create a new email with the accepted and rejected changes. + + ![](/images/using-draftable-redline/image-10.png) + + + + **Note:** + + If you are using 'Compose' mode (editing/reply mode), there are cases where the Create New Email button does not appear as the changes are being made to your live reply. + + + + This will open a new email with all the accepted and rejected changes made. + + ![](/images/using-draftable-redline/image-11.png) + + + + + +### Compare againist email workflow - If you intend to only compare current email with another + + + +To get started, you will first need to open an **existing email** + + ![](/images/using-draftable-redline/image-12.png) + + + +Then open up the Draftable Redlining feature by clicking the 3 dots in the top right of the toolbar: + + ![](/images/using-draftable-redline/image-13.png) + + + +Then select the **Redline** in Draftable option: + + ![](/images/using-draftable-redline/image-14.png) + + + +You will be presented with the following screen which offers you the ability to "Compare againist an earlier email". Select this option + + ![](/images/using-draftable-redline/image-15.png) + + + +This will allow you to compare the current email againist earlier versions. This is useful when you just want to see changes but not necessarily need to Redline. + + ![](/images/using-draftable-redline/image-16.png) + + + Here you also have the option to **Change Baseline** which allows you to select which baseline email is used for comparing againist the current email. + + ![](/images/using-draftable-redline/image-17.png) + + + +Once you have finished comparing, you can continue by selecting **Accept/Reject changes**, to proceed with the workflow. + + ![](/images/using-draftable-redline/image-18.png) + + + +This window shows all the redlined changes that have been marked up by the sender of this email when they previously redlined the changes in their last email. + + ![](/images/using-draftable-redline/image-19.png) + + You can navigate through all the changes by selecting the **next** and **previous** buttons, and **Accept** or **Reject** changes as you review the redlined email. + + + **Note:** + + If you **accidentally** accept or reject a change, you can hit CTRL+Z to undo it. + + + +Continue accepting and rejecting changes until you are done, and then you are ready to reply, hit the **Create New Email** to create a new email with the accepted and rejected changes. + + ![](/images/using-draftable-redline/image-20.png) + + + + **Note:** + + If you are using 'Compose' mode (editing/reply mode), there are cases where the Create New Email button does not appear as the changes are being made to your live reply. + + + +This will open a new email with all the accepted and rejected changes made. + + ![](/images/using-draftable-redline/image-21.png) + + + + + +That's how we can use Draftable Redline in email. If you have any questions or issues, please get in touch with the support team at [support@draftable.com](mailto:support@draftable.com) diff --git a/snippets/Using-Draftable-for-Office.mdx b/snippets/Using-Draftable-for-Office.mdx new file mode 100644 index 0000000..3a0d9df --- /dev/null +++ b/snippets/Using-Draftable-for-Office.mdx @@ -0,0 +1,72 @@ + +**Note:** + +Draftable in Office requires **Draftable version 25.10.000 or later** to be installed and running on the user’s system. + + +Once installed, the add-in appears under the **Home** tab in Microsoft Word. + + +![](/images//using-draftable-for-office/image-1.png) + + + +## Draftable for Office Workflow + +The Draftable for Office workflow integrates directly into Microsoft Word, allowing you to compare open documents, recent files, and versions — without needing to leave Word. +The add-in opens a **Draftable interface panel** on the right-hand side of the Word window, where users can select files, run comparisons, and view results. + +### Workflow options using Draftable within Word + +Under the **Home** tab, you’ll find 4 primary buttons, which are all explained below.  + + +**Please note:** + +Ensure that **Draftable is open in the background** when using Draftable for office, otherwise documents will not be loaded correctly or at all into Draftable.  + + +#### 1. Compare Open Documents + +The **Compare Open** option lists all documents currently open in all instances of Word, allowing you to quickly select two to compare. This is useful when working on multiple files simultaneously within Word. + +Once you have clicked "Compare Selected", it will open the chosen documents into the Draftable New comparison window.  + + +![](/images//using-draftable-for-office/image-2.png) + + +#### 2. Compare Versions + +The **Compare Versions** feature allows you to easily compare different versions of the same document, ideal for version-controlled files (e.g., from iManage, NetDocuments, or SharePoint). + +You can also **refresh versions** if a new version has been saved or published. + +Just like the other comparison modes, the documents will open into the Draftable New comparison window.  + + +![](/images//using-draftable-for-office/image-3.png) + + + +#### 3. Send as Older/Newer Direct + + +![](/images//using-draftable-for-office/image-4.png) + + +#### Send as Older + +Opens the **Draftable New Comparison window** with the active Word document preloaded as the **older (left)** document. You can then select the newer document in Draftable to complete the comparison. + +#### Send as Newer + +Opens the **Draftable New Comparison window** with the active Word document preloaded as the **newer (right)** document. You can then select the older document to complete the comparison. + + +## Notes + +- Draftable in Office requires **Draftable version 25.10.000 or later** to be installed and running on the user’s device. +- Comparisons performed in Word use the same engine as Draftable Legal, ensuring identical accuracy and output consistency. +- If you need further assistance or support for Draftable for Office, please reach out to support@draftable.com +