Agiloft customers can utilize a document comparison feature called Redlining, which supports comparison of two MS Word files (version 2010 or higher). The Word Track Changes feature allows a user to input two versions of a given file, creating a new redlined document; the new document shows the changes made between one version and the next. This comparison action is triggered within Agiloft by an action type called a Document Comparison Action. The redlined MS Word file can be downloaded through Agiloft’s user interface.

Prerequisites

To use redlining, you must be running Agiloft on a Microsoft server with MS Word installed or you must connect to the Hosted Services Word API and enable Word API services.

Creating the Fields and Action Button

1. Log in to Agiloft as an admin and create three fields of type File with versioning: e.g. Previous, Revised and Redlined in the table where you wish to compare documents.
2. Create an action button on the same table as the three file fields:
   1. On the General tab, name the action button (e.g., Compare Documents).
   2. Select the Execute Action checkbox.
   3. Click Add Action.
   4. In the pop-up window, click Create Document Comparison Action.
      
3. Create the action as follows:
   1. On the General tab, name the action (e.g., ‘Compare Documents’).
   2. On the Data Source tab, select the fields that hold the Revised File, Previous File, and the field to hold the Redlined document.
      
      
4. For customers accessing the Hosted Word API services for redlining, select the Use Hosted Service to Compare Documents checkbox.
5. All users: Finish the action. Finish setting up the action button and Save it. Continue organizing the layout and permissions as needed.

That’s it, redlining is now enabled. To test out the feature, upload files into the Revised and Previous fields and click the Compare Documents action button you created.