Suggestions

Suggestions In this article, you will learn about our feature suggestions, that allows you and the recipients to suggest changes to the text within the documents. Propose new content or request deletion of existing content. Monitor all applied or rejected suggestions through the audit trail inside the doucmnet. Opt to enable suggestions for each specific document.

With this feature, you can quickly navigate approval or negotiation phases by making suggestions right in the document. It simplifies communication! Once the document owner approves the suggestions, the text updates automatically.

Suggest a change or a deletation

Once you are working in a draft or a pending document you and you recipients will be able to suggest a change or a deletation of text. Simply mark the text you wish to edit and choose one of the options.

• All added suggestions are autosaved.

Accept and Reject

In the document content, you will see text that is struck through in red and highlighted in green. These markings indicate the suggestions that have been made and needs to be reviewed.

• All text that is struck through in red represents text suggested for removal, either completely or to be replaced by other text.
• All text in green represents suggestions that are meant to replace the existing text marked with red strikethrough.

All participants on the owner's side have the ability to accept or reject these suggestions. Remember to save the document after accepting or rejecting a suggestion to ensure all changes are properly logged.

Tracking Accepted and Rejected Suggestions

All suggestions received and all changes made will be logged in both the 'Collaboration > Comments' section and the audit trail inside the document. This ensures you have all the necessary tools to monitor all unresolved and resolved suggestions.

Collaboration Sidebar

You can monitor a log of all accepted or rejected suggestions in the 'Collaboration' 'Comments' section. This will allow you to see which text was changed and by whom.

Filter

You will also be able to filter on all suggestions:

• Active Suggestions - Suggestions that needs to be addressed.
• Resolved Suggestions - Only the resolved suggestions.
• All Suggestions - All rejected, resolved and active suggestions.

Settings Configuration

Maintain the control. You can always decide whether suggestions should be enabled or disabled in your templates or directly on a specific document.

By default suggestions will be activated in templates but you can easily change that.

Enable/disable suggestions

1. Go to Templates > Open a template.
2. Click on Template settings > General > Use the toggle beside "Enable text suggestions".

Good to know

• You need to review and resolve/reject all suggestions in order to send and sign the document.
• When a document is in a draft state, you can start making suggestions internally.