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      Inserting Drafting Options as Redlines in Word

      This functionality is only supported within the ThoughtRiver Microsoft Word Add-In. Learn how to download the ThoughtRiver Microsoft Add-In.

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      When ThoughtRiver generates an Issue from a Playbook, if the Playbook has been configured with Drafting options, then your options are populated under the Drafting options tab within the Issue Detail screen.

      Turn on Track Changes from the Microsoft Review tab before adding any new text to the body of the contract. This will help you, your deal team and counterparty keep tabs on how the document has changed.

      Add Drafting options text

      To add Drafting options text from from the Issue Details follow these easy steps. Text will be inserted either at the location of your cursor in the document or will replace text that is selected in the body of the document.

      Insert full Drafting options text into the body of the Contract

      Inserts all text from the 'Drafting options #' field.

      1. Find the Drafting options you'd like to add to the contract
      2. [OPTIONAL] Edit any text or placeholder variables
      3. Click the Insert button below your desired option
      4. All text is added to the Word document

      Any changes made to Drafting option text on the issue card, as in step two, is not saved after exiting the issue.

      Insert only selected Drafting option text to the body of the Contract

      Inserts highlighted text from the 'Drafting option #' field.

      1. Find the Drafting option you'd like to add to the contract
      2. [OPTIONAL] Edit any text or placeholder variables
      3. Select the text you want to add from the available Drafting option field
      4. Click the Insert button below your desired option
      5. Selected text is added to the Word document