Inserting Drafting Options as Redlines in Word
ThoughtRiver Microsoft Word Add-In Features
💡 Tip:
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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Adding Drafting Options Text
When ThoughtRiver generates an Issue from a Playbook, if the Playbook has been configured with Drafting options, your options are populated under the Drafting Options tab within the Issue Details screen.
💡 Tip:
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 your counterparty keep tabs on how the document has changed.
Insert Drafting Options Text into the Contract
Insert Full Drafting Options Text
Inserts all text from the "Drafting Options #" field.
- Find the Drafting option you'd like to add to the contract.
- (Optional) Edit any text or placeholder variables.
- Click the Insert button below your desired option.
- All text is added to the Word document.
⚠️ Caution:
Any changes made to Drafting option text on the issue card (as in step two) will not be saved after exiting the issue.
Insert Only Selected Drafting Options Text
Inserts highlighted text from the "Drafting Options #" field.
- Find the Drafting option you'd like to add to the contract.
- (Optional) Edit any text or placeholder variables.
- Select the text you want to add from the available Drafting Options field.
- Click the Insert button below your desired option.
- Selected text is added to the Word document.
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