The Document Comparison action uses Microsoft Word's track changes feature and allows you to compare two Microsoft Word files, version 2010 or higher. You can upload a baseline document and a revised version of the document, and then use a Document Comparison action to create a redlined version of the document, which shows the changes made between the baseline document and the revised version. You can then download the redlined file from your knowledgebase.
Document Comparison actions are useful in situations where people review documents and provide potential changes before documents are finalized. For example, imagine you create a contract document from a record, and you must send it to your company's legal counsel before finalizing it. When the legal counsel sends a revised version of the document back, you can run a Document Comparison action to easily find any changes they suggest.
You can find the Actions wizard with several different navigation paths, but the easiest is to select Setup [Table Name] on the left pane for the table where you wish to create your action.
On the General tab, name the action and provide a description.
Once your action is saved, the system automatically adds an R: before your given title to distinguish it as a Document Comparison action.
On the Data Source tab, select the fields that hold the revised file, the baseline or previous file, and the redlined file.
With some caveats, you can compare two versions of a document within the same field by selecting the same field name for both the Revised File and the Previous File. When comparing documents this way, keep the following in mind: